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 925 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
27,247,915
shares
|
$2.19 Billion
0.04% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
19,763,056
shares
|
$1.58 Billion
0.04% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Nippon Life Insurance CO
|
Jul 15, 2025 Q2 2025 |
18,137,000
shares
|
$1.45 Billion
21.77% of portfolio
|
Q3 2017
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
11,286,861
shares
|
$905 Million
0.08% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
10,766,566
shares
|
$863 Million
0.04% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,480,842
shares
|
$440 Million
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
4,983,302
shares
|
$400 Million
0.1% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
3,707,534
shares
|
$297 Million
0.34% of portfolio
|
Q1 2025
Added 802.24%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
3,663,656
shares
|
$294 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,581,196
shares
|
$287 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,969,821
shares
|
$238 Million
0.02% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
2,613,143
shares
|
$210 Million
0.04% of portfolio
|
Q1 2025
Added 114.17%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,600,510
shares
|
$209 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
2,070,573
shares
|
$166 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
1,808,484
shares
|
$145 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,650,346
shares
|
$132 Million
0.04% of portfolio
|
Q4 2023
Added 14.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,472,230
shares
|
$118 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,468,728
shares
|
$118 Million
0.02% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,269,676
shares
|
$102 Million
0.01% of portfolio
|
Q1 2025
Reduced 35.86%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
1,177,467
shares
|
$94.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
1,136,838
shares
|
$91.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,080,097
shares
|
$86.6 Million
0.02% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,000,837
shares
|
$80.3 Million
0.03% of portfolio
|
Q4 2024
Added 48.08%
|
|
|
Australian Super Pty LTD
|
May 05, 2025 Q1 2025 |
893,246
shares
|
$71.6 Million
0.44% of portfolio
|
Q1 2025
Added 34.24%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
791,944
shares
|
$63.5 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.83%
|