Principal Financial Group Inc (PFG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

230,718,475Shares Outstanding
18,577,910Shares held by institutions
$1,808,373,759Value of institutional holdings
24.87%Institutional ownership %
-0.55%Shares Changed QoQ
393No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Principal Financial Group Inc (NASDAQ:PFG) includes 393 filers as of the latest reporting cycle ending December 2025.

814 Institutional Holders

18,577,910 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
VANGUARD GROUP INC 30 Sep, 2025 27,131,356 -213,708 -0.78% $2,249,460,726.00
BlackRock, Inc. 30 Sep, 2025 20,026,704 -176,640 -0.87% $1,660,414,001.00
NIPPON LIFE INSURANCE CO 30 Sep, 2025 18,137,000 0 0.00% $1,503,739.00
STATE STREET CORP 30 Sep, 2025 10,560,056 -132,448 -1.24% $875,534,243.00
BANK OF AMERICA CORP /DE/ 30 Sep, 2025 8,426,764 -3,944,088 -31.88% $698,663,054.00
GEODE CAPITAL MANAGEMENT, LLC 30 Sep, 2025 5,617,443 130,761 2.38% $463,864,361.00
VICTORY CAPITAL MANAGEMENT INC 30 Sep, 2025 3,906,748 -387,937 -9.03% $323,908,476.00
DIMENSIONAL FUND ADVISORS LP 30 Sep, 2025 3,766,362 1,624 0.04% $312,256,591.00
NORTHERN TRUST CORP 30 Sep, 2025 3,468,764 -16,303 -0.47% $287,595,225.00
Invesco Ltd. 30 Sep, 2025 3,376,797 636,334 23.22% $279,970,245.00
MORGAN STANLEY 30 Sep, 2025 3,024,188 -148,648 -4.69% $250,735,660.00
GOLDMAN SACHS GROUP INC 30 Sep, 2025 2,363,135 432,911 22.43% $195,927,552.00
UBS Group AG 30 Sep, 2025 2,023,880 776,997 62.32% $167,799,890.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 30 Sep, 2025 1,799,149 -299,569 -14.27% $149,167,443.00
ROYAL BANK OF CANADA 30 Sep, 2025 1,675,800 -61,720 -3.55% $138,940,000.00
Legal & General Group Plc 30 Sep, 2025 1,615,616 33,490 2.12% $133,950,718.00
Amundi 30 Sep, 2025 1,542,925 -248,321 -13.86% $129,883,427.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30 Sep, 2025 1,444,405 -24,153 -1.64% $119,755,619.00
Bank of New York Mellon Corp 30 Sep, 2025 1,234,629 -114,376 -8.48% $102,363,108.00
AQR CAPITAL MANAGEMENT LLC 30 Sep, 2025 1,103,565 506,841 84.94% $90,856,475.00