Principal Financial Group Inc (PFG) Ownership

86.31 ↑0.24 (0.28%)
As of March 28, 2024, 1:07pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Principal Financial Group Inc (PFG), owning a total of 28.6 million shares. Combined, the top 27 institutional holders of PFG own 61.62% of the company with a total of 145.6 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders decreased their combined ownership of PFG by 274 thousand shares. 9 institutions bought 6,266,051 total additional shares and increased their ownership by an average of 49.05%. However 10 institutions sold 6,540,237 total shares and decreased their ownership by an average of 6.78%.

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 -274,186 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.128%-1.476%28,605,879-428,5292023-12-31
BlackRock Inc8.007%-3.343%18,885,042-653,1752023-12-31
Nippon Life Insurance Co.7.690%0.000%18,137,00002023-12-31
Bank of America Corp4.486%-12.525%10,581,744-1,515,0952023-12-31
State Street Corporation4.122%-1.525%9,722,082-150,5702023-12-31
Capital Research Global Investors2.734%-34.162%6,449,524-3,346,5492023-12-31
Geode Capital Management, LLC2.197%0.381%5,182,82919,6792023-12-31
Wellington Management Company LLP1.852%-1.242%4,369,010-54,9652023-12-31
Goldman Sachs Group Inc1.830%120.438%4,315,4242,357,7682023-12-31
Dimensional Fund Advisors, Inc.1.643%-1.211%3,875,462-47,5252023-12-31
Northern Trust Corp1.572%-5.437%3,707,729-213,1862023-12-31
Morgan Stanley - Brokerage Accounts1.448%30.638%3,414,726800,8462023-12-31
NORGES BANK1.369%243.225%3,228,5442,287,8962023-12-31
First Trust Advisors L.P.1.180%5.466%2,783,578144,2622023-12-31
Legal & General Group PLC0.943%10.857%2,224,086217,8142023-12-31
Amvescap Plc.0.908%-4.065%2,141,045-90,7122023-12-31
Bank of New York Mellon Corp0.803%15.850%1,892,879258,9712023-12-31
Balyasny Asset Management LLC0.593%-2.778%1,397,497-39,9312023-12-31
HSBC Holdings PLC0.577%12.333%1,360,338149,3532023-12-31
Charles Schwab Investment Management Inc0.556%2.299%1,311,22329,4622023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.128%-1.476%28,605,879-428,5292023-12-31
BlackRock Inc8.007%-3.343%18,885,042-653,1752023-12-31
Nippon Life Insurance Co.7.690%0.000%18,137,00002023-12-31
Bank of America Corp4.486%-12.525%10,581,744-1,515,0952023-12-31
State Street Corporation4.122%-1.525%9,722,082-150,5702023-12-31
Capital Research Global Investors2.734%-34.162%6,449,524-3,346,5492023-12-31
Geode Capital Management, LLC2.197%0.381%5,182,82919,6792023-12-31
Wellington Management Company LLP1.852%-1.242%4,369,010-54,9652023-12-31
Goldman Sachs Group Inc1.830%120.438%4,315,4242,357,7682023-12-31
Envestnet Asset Management Inc1.707%932.104%4,124,9583,725,2932023-03-31
Dimensional Fund Advisors, Inc.1.643%-1.211%3,875,462-47,5252023-12-31
Northern Trust Corp1.572%-5.437%3,707,729-213,1862023-12-31
Morgan Stanley - Brokerage Accounts1.448%30.638%3,414,726800,8462023-12-31
NORGES BANK1.369%243.225%3,228,5442,287,8962023-12-31
First Trust Advisors L.P.1.180%5.466%2,783,578144,2622023-12-31
Legal & General Group PLC0.943%10.857%2,224,086217,8142023-12-31
Amvescap Plc.0.908%-4.065%2,141,045-90,7122023-12-31
Bank of New York Mellon Corp0.803%15.850%1,892,879258,9712023-12-31
Royal Bank of Canada0.783%-7.800%1,846,670-156,2162023-09-30
Ameriprise Financial Inc0.664%-13.847%1,614,731-259,5332022-09-30
Balyasny Asset Management LLC0.593%-2.778%1,397,497-39,9312023-12-31
HSBC Holdings PLC0.577%12.333%1,360,338149,3532023-12-31
Charles Schwab Investment Management Inc0.556%2.299%1,311,22329,4622023-12-31
Mairs & Power Inc0.501%-0.780%1,193,278-9,3812023-09-30
UBS Asset Mgmt Americas Inc0.466%0.000%1,109,98002023-06-30
Swiss National Bank0.450%-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 Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Principal Financial Group Inc (PFG), owning a total of 7.5 million shares. Combined, the top 28 mutual fund holders of PFG own 33.18% of the company with a total of 78.8 million shares.

In the latest ownership report on February 29th 2024, the top 28 fund holders increased their combined ownership of PFG by 34 thousand shares. 8 funds bought 121,221 total additional shares and increased their ownership by an average of 0.56%. However 5 funds sold 87,659 total shares and decreased their ownership by an average of 0.75%.

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 33,562 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 Inv3.179%-0.213%7,497,302-16,0292024-02-29
Vanguard Institutional 500 Index Trust2.323%1.091%5,479,03159,1512024-02-29
Vanguard Mid Cap Index Institutional2.259%-0.264%5,327,568-14,1232024-02-29
SPDR® S&P 500 ETF Trust1.091%0.631%2,572,82916,1202024-02-29
First Trust Rising Dividend Achiev ETF1.014%0.273%2,391,0466,5202024-02-29
iShares Core S&P 500 ETF0.968%0.305%2,281,9706,9432024-02-29
iShares Select Dividend ETF0.849%0.426%2,001,3218,4832024-02-29
Vanguard Value Index Inv0.845%0.346%1,993,2046,8642024-02-29
Vanguard Mid-Cap Value ETF0.746%-2.779%1,760,468-50,3202024-02-29
Financial Select Sector SPDR® ETF0.618%-0.170%1,456,741-2,4802024-02-29
Vanguard Institutional Index I0.613%-0.324%1,446,210-4,7072024-02-29
Vanguard Dividend Appreciation ETF0.537%0.785%1,266,2899,8602024-02-29
Invesco S&P 500® Equal Weight ETF0.526%0.590%1,240,6667,2802024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr3.161%1.380%7,535,978102,5822023-03-31
Vanguard Total Stock Mkt Idx Inv3.179%-0.213%7,497,302-16,0292024-02-29
Vanguard Institutional 500 Index Trust2.323%1.091%5,479,03159,1512024-02-29
Vanguard 500 Index Investor2.251%0.642%5,440,55334,6972023-08-31
Vanguard Mid Cap Index Institutional2.259%-0.264%5,327,568-14,1232024-02-29
Schwab US Dividend Equity ETF™1.587%0.056%3,857,3162,1492023-02-28
American Funds American Mutual A1.295%-40.704%3,054,366-2,096,6652023-12-31
Capital Group American Mutual Comp1.295%-40.704%3,054,366-2,096,6652023-12-31
Hartford Dividend and Growth Y1.182%0.000%2,788,63602024-01-31
Fidelity 500 Index1.104%1.034%2,604,16226,6512024-01-31
Fidelity® 500 Index1.087%0.640%2,591,32616,4892023-11-30
SPDR® S&P 500 ETF Trust1.091%0.631%2,572,82916,1202024-02-29
First Trust Rising Dividend Achiev ETF1.014%0.273%2,391,0466,5202024-02-29
iShares Core S&P 500 ETF0.968%0.305%2,281,9706,9432024-02-29
iShares Select Dividend ETF0.849%0.426%2,001,3218,4832024-02-29
First Trust Capital Strength ETF0.822%0.299%1,998,7025,9572023-03-30
Vanguard Value Index Inv0.845%0.346%1,993,2046,8642024-02-29
American Funds Capital Income Bldr A0.774%-45.099%1,826,000-1,500,0002023-12-31
SPDR® Portfolio S&P 500 High Div ETF0.740%0.044%1,798,6437982023-01-31
Vanguard Mid-Cap Value ETF0.746%-2.779%1,760,468-50,3202024-02-29
iShares MSCI USA Quality Factor ETF0.702%0.044%1,704,1707542023-04-28
American Funds Income Fund of Amer A0.636%25.000%1,500,000300,0002023-12-31
Financial Select Sector SPDR® ETF0.618%-0.170%1,456,741-2,4802024-02-29
Vanguard Institutional Index I0.613%-0.324%1,446,210-4,7072024-02-29
Vanguard Dividend Appreciation ETF0.537%0.785%1,266,2899,8602024-02-29
Invesco S&P 500® Equal Weight ETF0.526%0.590%1,240,6667,2802024-02-29
DFA US Large Cap Value I0.523%-0.015%1,232,983-1812024-01-31
Vanguard High Dividend Yield ETF0.452%-0.373%1,098,090-4,1162023-05-31

Discussions

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aussie713

$PFG market starting to dump

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leahmccourt

$PFG tomorrow im gunna have a fucking good day regardless if its red or green. Red is buy green is hodl.

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kobe_fighter

$PFG The best investment you can make is an investment in yourself or another person

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