Principal Financial Group Inc (PFG) Ownership

89.56 ↓2.62 (-2.84%)
As of December 5, 2022, 1:13pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Principal Financial Group Inc (PFG), owning a total of 28.5 million shares. Combined, the top 20 institutional holders of PFG own 51.94% of the company with a total of 127.1 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders decreased their combined ownership of PFG by 668 thousand shares. 7 institutions bought 1,338,036 total additional shares and increased their ownership by an average of 7.63%. However 4 institutions sold 2,005,642 total shares and decreased their ownership by an average of 6.02%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Principal Financial Group decreased by a net total of -667,606 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.637%-0.505%28,474,263-144,6502022-09-30
State Street Corporation4.912%0.142%12,018,76117,0832022-09-30
Capital Research Global Investors4.148%-14.634%10,149,848-1,739,9952022-09-30
Charles Schwab Investment Management Inc1.841%6.442%4,503,721272,5602022-09-30
Wellington Management Company LLP1.767%8.979%4,324,347356,2992022-09-30
Dimensional Fund Advisors, Inc.1.516%1.302%3,708,80047,6752022-09-30
Bank of New York Mellon Corp0.917%13.110%2,242,655259,9422022-09-30
Royal Bank of Canada0.828%23.385%2,025,428383,8722022-09-30
Goldman Sachs Group Inc0.575%-5.563%1,407,324-82,8972022-09-30
Mairs & Power Inc0.564%0.044%1,379,8986052022-09-30
Swiss National Bank0.448%-3.362%1,095,016-38,1002022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.637%-0.505%28,474,263-144,6502022-09-30
Bank of America Corp7.951%38.887%19,453,8845,446,9242022-06-30
Nippon Life Insurance Co.7.413%0.000%18,137,00002022-06-30
State Street Corporation4.912%0.142%12,018,76117,0832022-09-30
Capital Research Global Investors4.148%-14.634%10,149,848-1,739,9952022-09-30
Geode Capital Management, LLC2.019%-3.491%4,940,995-178,7472022-06-30
Charles Schwab Investment Management Inc1.841%6.442%4,503,721272,5602022-09-30
Wellington Management Company LLP1.767%8.979%4,324,347356,2992022-09-30
Northern Trust Corp1.666%-0.937%4,075,144-38,5492022-06-30
Dimensional Fund Advisors, Inc.1.516%1.302%3,708,80047,6752022-09-30
Amvescap Plc.1.229%3.028%3,007,62788,3962022-06-30
Bank of New York Mellon Corp0.917%13.110%2,242,655259,9422022-09-30
Royal Bank of Canada0.828%23.385%2,025,428383,8722022-09-30
Legal & General Group PLC0.823%4.152%2,012,40280,2192022-06-30
Ameriprise Financial Inc0.766%-4.869%1,874,264-95,9242022-06-30
Goldman Sachs Group Inc0.575%-5.563%1,407,324-82,8972022-09-30
Mairs & Power Inc0.564%0.044%1,379,8986052022-09-30
UBS Asset Mgmt Americas Inc0.509%4.474%1,244,50153,2972022-06-30
Swiss National Bank0.448%-3.362%1,095,016-38,1002022-09-30
Old Republic International Corp0.413%-6.912%1,010,000-75,0002022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Principal Financial Group Inc (PFG), owning a total of 7.5 million shares. Combined, the top 20 mutual fund holders of PFG own 28.52% of the company with a total of 69.8 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of PFG by 251 thousand shares. 10 funds bought 291,424 total additional shares and increased their ownership by an average of 0.83%. However 2 funds sold 40,808 total shares and decreased their ownership by an average of 1.13%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Principal Financial Group increased by a net total of 250,616 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.048%0.419%7,457,18231,1402022-10-31
Vanguard Mid Cap Index Institutional2.379%1.293%5,821,84074,3272022-10-31
Vanguard 500 Index Investor2.167%0.970%5,303,22550,9272022-10-31
iShares Select Dividend ETF1.755%0.137%4,294,5085,8602022-10-31
Schwab US Dividend Equity ETF™1.365%0.212%3,340,7927,0682022-10-31
SPDR® S&P 500 ETF Trust1.093%1.334%2,674,83735,2092022-10-31
Hartford Dividend and Growth Y0.984%1.379%2,408,06532,7572022-10-31
Vanguard Mid-Cap Value ETF0.905%0.648%2,213,96714,2602022-10-31
Vanguard Value Index Inv0.905%1.080%2,213,12123,6482022-10-31
iShares Core S&P 500 ETF0.856%0.781%2,095,16816,2282022-10-31
First Trust Capital Strength ETF0.816%0.000%1,997,68202022-10-31
Financial Select Sector SPDR® ETF0.793%-0.970%1,940,233-19,0062022-10-31
Vanguard Institutional Index I0.678%-1.298%1,658,513-21,8022022-10-31
SPDR® Portfolio S&P 500 High Div ETF0.635%0.000%1,553,83802022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.048%0.419%7,457,18231,1402022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.035%-0.279%7,426,042-20,7402022-09-30
Vanguard Mid Cap Index Institutional2.379%1.293%5,821,84074,3272022-10-31
Vanguard 500 Index Investor2.167%0.970%5,303,22550,9272022-10-31
American Funds American Mutual A1.971%0.000%4,821,41302022-09-30
Capital Group American Mutual Comp1.971%0.000%4,821,41302022-09-30
iShares Select Dividend ETF1.755%0.137%4,294,5085,8602022-10-31
American Funds Capital Income Bldr A1.550%-29.343%3,792,800-1,575,1002022-09-30
Schwab US Dividend Equity ETF™1.365%0.212%3,340,7927,0682022-10-31
SPDR® S&P 500 ETF Trust1.093%1.334%2,674,83735,2092022-10-31
Fidelity® 500 Index1.023%-0.652%2,504,014-16,4222022-09-30
Hartford Dividend and Growth Y0.984%1.379%2,408,06532,7572022-10-31
Vanguard Mid-Cap Value ETF0.905%0.648%2,213,96714,2602022-10-31
Vanguard Value Index Inv0.905%1.080%2,213,12123,6482022-10-31
iShares Core S&P 500 ETF0.856%0.781%2,095,16816,2282022-10-31
First Trust Capital Strength ETF0.816%0.000%1,997,68202022-10-31
Financial Select Sector SPDR® ETF0.793%-0.970%1,940,233-19,0062022-10-31
Vanguard Institutional Index I0.678%-1.298%1,658,513-21,8022022-10-31
SPDR® Portfolio S&P 500 High Div ETF0.635%0.000%1,553,83802022-10-31
American Funds Income Fund of Amer A0.586%0.000%1,434,10002022-09-30

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