Institutional Ownership Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG). We have compiled data on the 828 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
27,505,946
shares
|
$2.25 Billion
0.04% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
19,763,056
shares
|
$1.61 Billion
0.04% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Nippon Life Insurance CO
|
Jan 21, 2025 Q4 2024 |
18,137,000
shares
|
$1.48 Billion
23.74% of portfolio
|
Q3 2017
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,131,044
shares
|
$909 Million
0.08% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,540,838
shares
|
$779 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,414,177
shares
|
$442 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,957,868
shares
|
$405 Million
0.09% of portfolio
|
Q3 2024
Reduced 24.93%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,371,243
shares
|
$357 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
3,934,521
shares
|
$321 Million
0.08% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,336,314
shares
|
$272 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,287,511
shares
|
$268 Million
0.06% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,903,286
shares
|
$237 Million
0.02% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,462,562
shares
|
$201 Million
0.02% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,075,781
shares
|
$170 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,732,975
shares
|
$142 Million
0.02% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,667,361
shares
|
$136 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,453,967
shares
|
$119 Million
0.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,403,689
shares
|
$115 Million
0.02% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,095,396
shares
|
$89.5 Million
0.04% of portfolio
|
Q3 2024
Added 28.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
977,117
shares
|
$79.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
966,835
shares
|
$79 Million
0.02% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
869,978
shares
|
$71 Million
0.71% of portfolio
|
Q3 2024
Reduced 27.98%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
862,104
shares
|
$70.4 Million
0.28% of portfolio
|
Q3 2024
Added 29.78%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
854,188
shares
|
$69.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
806,672
shares
|
$65.9 Million
0.02% of portfolio
|
Q3 2024
Added 12.27%
|