Principal Financial Group Ownership | Who Owns Principal Financial Group?
Principal Financial Group Ownership Summary
Principal Financial Group is owned by 56.78% institutional investors, 1.08% insiders, and 42.14% retail investors. Vanguard group is the largest institutional shareholder, holding 12.03% of PFG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.25% of its assets in Principal Financial Group shares.
PFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Principal Financial Group | 56.78% | 1.08% | 42.14% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Diversified Insurance Stocks | 36.79% | 11.93% | 51.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 26.97M | 12.03% | $2.38B |
| Blackrock funding, inc. /de | 20.41M | 9.11% | $1.80B |
| Blackrock | 19.76M | 8.37% | $1.55B |
| Nippon life insurance | 18.14M | 8.09% | $1.60B |
| State street | 10.51M | 4.69% | $927.03B |
| Bank of america corp /de/ | 10.72M | 4.54% | $840.74M |
| Geode capital management | 5.58M | 2.49% | $489.92M |
| Victory capital management | 3.91M | 1.74% | $323.91M |
| Dimensional fund advisors lp | 3.77M | 1.68% | $332.31M |
| Northern trust | 3.47M | 1.55% | $287.60M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nippon life insurance | 18.14M | 27.53% | $1.60B |
| Dmkc advisory services | 72.83K | 2.82% | $6.42M |
| Trust point | 369.44K | 2.57% | $32.59M |
| Edentree asset management | 95.20K | 2.57% | $8.40M |
| Capital management corp /va | 168.21K | 2.43% | $14.84M |
| Kerusso capital management | 50.82K | 2.07% | $4.48M |
| Econ financial services | 44.91K | 1.99% | $3.96M |
| Weaver c. barksdale & associates | 20.80K | 1.66% | $1.72M |
| Board of the pension protection fund | 18.70K | 1.57% | $1.65M |
| North star asset management | 388.75K | 1.38% | $34.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.10M | 0.03% | 3.10M |
| Invesco | 3.38M | 0.04% | 636.33K |
| Man group | 637.36K | 0.09% | 424.23K |
| Lpl financial | 521.32K | 0.01% | 402.54K |
| Blackrock funding, inc. /de | 20.41M | 0.03% | 387.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | - | - | -4.98M |
| Ubs group | 959.34K | 0.01% | -1.06M |
| Assenagon asset management | 7.92K | 0.00% | -689.81K |
| Victory capital management | 3.91M | 0.19% | -387.94K |
| Woodline partners lp | - | - | -367.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.10M | 0.03% | 3.10M | $273.28M |
| Rakuten investment management | 223.45K | 0.11% | 223.45K | $31.32M |
| La banque postale asset management sa | 117.90K | 0.12% | 117.90K | $10.40M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 99.45K | 0.09% | 99.45K | $7.80M |
| Weiss asset management lp | 87.30K | 0.09% | 87.30K | $7.24M |
Sold Out
| Holder | Change |
|---|---|
| Rfp financial group | -1.00 |
| Financial gravity asset management | -3.00 |
| Opal wealth advisors | -3.00 |
| Ruedi wealth management | -4.00 |
| Janiczek wealth management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 677 | -19.02% | 127,246,788 | -20.35% | 56 | 1.12% | 341 | -10.03% | 192 | -28.89% |
| Sep 30, 2025 | 644 | -21.18% | 114,410,971 | -27.63% | 51 | 1.03% | 283 | -28.54% | 201 | -25.28% |
| Jun 30, 2025 | 815 | -4.00% | 164,899,131 | 0.41% | 73 | 1.38% | 396 | -7.26% | 269 | 3.86% |
| Mar 31, 2025 | 839 | 5.14% | 163,999,056 | 0.80% | 72 | 1.47% | 421 | 16.62% | 259 | -5.82% |
| Dec 31, 2024 | 477 | -39.24% | 98,666,525 | -38.58% | 42 | 0.88% | 203 | -38.30% | 164 | -43.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 7.33M | 3.25% | -79.45K |
| Vanguard Total Stock Mkt Idx Inv | 6.88M | 3.17% | 13.59K |
| Vanguard 500 Index Investor | 5.10M | 2.35% | 31.97K |
| Vanguard Mid Cap Index Institutional | 4.76M | 2.19% | -24.46K |
| Capital Group American Mutual Comp | 3.03M | 1.35% | -12.68K |
| American Funds American Mutual A | 3.03M | 1.34% | -12.68K |
| Victory Sycamore Established Value R | 2.97M | 1.32% | 419.00K |
| iShares Select Dividend ETF | 2.58M | 1.19% | 446.69K |
| iShares Core S&P 500 ETF | 2.54M | 1.17% | 265.09K |
| Fidelity 500 Index | 2.53M | 1.17% | -31.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 30, 2026 | STRABLE-SOETHOUT DEANNA D | President and CEO | Sell | $697.30K |
| Jan 29, 2026 | STRABLE-SOETHOUT DEANNA D | President and CEO | Sell | $884.62K |
| Jan 22, 2026 | STRABLE-SOETHOUT DEANNA D | President and CEO | Sell | $742.79K |
| Jan 08, 2026 | STRABLE-SOETHOUT DEANNA D | President and CEO | Sell | $27.75K |
| Nov 12, 2025 | Cheong Wee Yee | EVP, Principal Asia | Sell | $160.47K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
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