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 |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
785,461
shares
|
$63 Million
0.02% of portfolio
|
Q1 2025
Added 45.16%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
773,019
shares
|
$62 Million
0.26% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
645,431
shares
|
$51.8 Million
0.06% of portfolio
|
Q1 2025
Added 443.61%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
645,100
shares
|
$51.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
591,970
shares
|
$47.5 Million
0.02% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
568,757
shares
|
$45.6 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
553,555
shares
|
$44.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
526,649
shares
|
$42.2 Million
0.03% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
514,608
shares
|
$41.3 Million
0.22% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
474,956
shares
|
$38.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
454,436
shares
|
$36.4 Million
0.19% of portfolio
|
Q1 2025
Added 79.09%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
429,065
shares
|
$34.4 Million
0.04% of portfolio
|
Q1 2024
Added 6.83%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
426,383
shares
|
$34.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 40.12%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
404,953
shares
|
$32.5 Million
1.28% of portfolio
|
Q1 2025
Added 5081.74%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
399,769
shares
|
$32.1 Million
1.62% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
397,103
shares
|
$31.8 Million
0.03% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
379,861
shares
|
$30.5 Million
0.03% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
369,684
shares
|
$29.6 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
367,039
shares
|
$29.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
358,997
shares
|
$28.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
339,922
shares
|
$27.3 Million
0.04% of portfolio
|
Q3 2022
Added 14.41%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
314,354
shares
|
$25.2 Million
0.15% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
305,217
shares
|
$24.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
303,662
shares
|
$24.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.25%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
291,979
shares
|
$23.4 Million
0.07% of portfolio
|
Q1 2025
Added 88.94%
|