Principal Financial Group Inc (PFG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

225,052,632Shares Outstanding

19,238,636Shares held by institutions

$1,769,569,739Value of institutional holdings

68.71%Institutional ownership %

1.31%Shares Changed QoQ

830No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 830 institutions have reported a stake in Principal Financial Group Inc (NASDAQ:PFG) as of December 2025, according to recent 13F filings with the SEC.

These investors collectively held 68.7% of the company's total shares outstanding in December 2025, down from 70.7% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 1.31%, with a year-over-year an increase of 7.10% in the count of filers.
The latest 13F cycle for Principal Financial reveals that of 830 total investors, 433 funds grew their exposure, whereas 241 reduced theirs and 156 made no changes.
Collectively, institutional investors increased their stake in Principal Financial to 154.64Mn shares as of December 2025, a change that is up by 2.00Mn shares quarter on quarter and down 8.15Mn shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Principal Financial as of December 31, 2025, with a position of 26.97Mn shares, representing 11.98% of the company's outstanding stock.
Among the most significant buyers of Principal Financial during December 2025 were NORGES BANK (3.10Mn), AQR CAPITAL MANAGEMENT LLC (1.24Mn), Weiss Asset Management LP (521.63K), CITADEL ADVISORS LLC (432.36K), LPL Financial LLC (402.54K).
Leading sellers of Principal Financial stock in December 2025 included VICTORY CAPITAL MANAGEMENT INC (3.31Mn), UBS Group AG (1.06Mn), ROYAL BANK OF CANADA (907.12K), Assenagon Asset Management S.A. (689.81K), Swiss Life Asset Management Ltd (538.10K).
The top 10 institutional holders of Principal Financial for the quarter ending December 2025 included VANGUARD GROUP INC (26.97Mn), BlackRock, Inc. (20.41Mn), NIPPON LIFE INSURANCE CO (18.14Mn), STATE STREET CORP (10.51Mn), BANK OF AMERICA CORP /DE/ (8.40Mn), GEODE CAPITAL MANAGEMENT, LLC (5.58Mn), DIMENSIONAL FUND ADVISORS LP (3.77Mn), NORTHERN TRUST CORP (3.43Mn), NORGES BANK (3.10Mn), MORGAN STANLEY (3.08Mn).

830 Institutional Holders

19,238,636 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	26,969,104	-162,252	-0.60%	$2,378,944,665.00
BlackRock, Inc.	31 Dec, 2025	20,414,121	387,417	1.93%	$1,800,729,641.00
NIPPON LIFE INSURANCE CO	31 Dec, 2025	18,137,000	0	0.00%	$1,599,865.00
STATE STREET CORP	31 Dec, 2025	10,509,360	-50,696	-0.48%	$927,030,646.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	8,399,133	-27,631	-0.33%	$740,887,550.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	5,575,729	-41,714	-0.74%	$489,924,822.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,767,182	820	0.02%	$332,314,546.00
NORTHERN TRUST CORP	31 Dec, 2025	3,427,612	-41,152	-1.19%	$302,349,653.00
NORGES BANK	31 Dec, 2025	3,098,015	3,098,015	0.00%	$273,275,903.00
MORGAN STANLEY	31 Dec, 2025	3,079,857	55,669	1.84%	$271,674,395.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	2,498,766	135,631	5.74%	$220,416,123.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	2,348,233	1,244,668	112.79%	$207,137,650.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	1,976,898	177,749	9.88%	$174,382,172.00
Legal & General Group Plc	31 Dec, 2025	1,639,302	23,686	1.47%	$144,602,833.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,444,682	277	0.02%	$127,435,399.00
Amundi	31 Dec, 2025	1,236,385	-306,540	-19.87%	$109,061,520.00
Bank of New York Mellon Corp	31 Dec, 2025	1,213,883	-20,746	-1.68%	$107,076,623.00
DEUTSCHE BANK AG\	31 Dec, 2025	1,154,605	100,155	9.50%	$101,847,706.00
JPMORGAN CHASE & CO	31 Dec, 2025	1,067,815	90,190	9.23%	$94,192,039.00
UBS Group AG	31 Dec, 2025	959,342	-1,064,538	-52.60%	$84,623,559.00

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