Principal Financial Group Ownership | Who Owns Principal Financial Group?
Principal Financial Group Ownership Summary
Principal Financial Group is owned by 79.84% institutional investors, 1.11% insiders, and 19.05% 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 | 79.84% | 1.11% | 19.05% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.59% | 11.88% | 40.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 26.97M | 12.03% | $2.38B |
| Blackrock funding, inc. /de | 20.01M | 9.09% | $2.16B |
| Blackrock | 19.76M | 8.37% | $1.55B |
| Nippon life insurance | 18.14M | 8.23% | $1.95B |
| Vanguard capital management | 13.48M | 6.12% | $1.45B |
| State street | 10.26M | 4.66% | $1.11B |
| Bank of america corp /de/ | 6.88M | 3.12% | $741.96M |
| Sixth street partners management company | 6.50M | 2.95% | $700.79M |
| Charles schwab investment management | 6.50M | 2.95% | $700.79M |
| Capital world investors | 6.04M | 2.74% | $650.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nippon life insurance | 18.14M | 32.37% | $1.95B |
| Capital management corp /va | 152.08K | 2.46% | $16.39M |
| Kerusso capital management | 58.57K | 2.30% | $6.31M |
| Edentree asset management | 67.70K | 2.22% | $7.30M |
| Trust point | 238.02K | 2.18% | $25.65M |
| Weaver c. barksdale & associates | 19.94K | 1.93% | $2.15M |
| Chase investment counsel | 68.76K | 1.56% | $7.41M |
| North star asset management | 382.05K | 1.49% | $34.43M |
| Dmkc advisory services | 72.85K | 1.48% | $7.85M |
| Teza capital management | 2.79K | 1.25% | $231.57K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 6.50M | 0.09% | 6.50M |
| Norges bank | 2.01M | 0.02% | 2.01M |
| Charles schwab investment management | 6.50M | 0.09% | 578.13K |
| National pension service | 537.90K | 0.04% | 406.43K |
| Lpl financial | 1.13M | 0.03% | 405.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | - | - | -4.98M |
| Bank of america corp /de/ | 6.88M | 0.05% | -1.94M |
| Qube research | - | - | -459.20K |
| First trust advisors lp | 142.72K | 0.01% | -412.76K |
| Blackrock funding, inc. /de | 20.01M | 0.03% | -307.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 6.50M | 0.09% | 6.50M | $700.79M |
| Norges bank | 2.01M | 0.02% | 2.01M | $217.14M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 99.45K | 0.09% | 99.45K | $7.80M |
| Chase investment counsel | 68.76K | 1.56% | 68.76K | $7.41M |
| Tudor investment corp et al | 47.55K | 0.01% | 47.55K | $5.12M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 957 | 3.35% | 175,893,925 | 4.61% | 79 | 1.37% | 498 | 5.29% | 269 | 2.67% |
| Mar 31, 2026 | 900 | 0.33% | 167,923,762 | 4.55% | 74 | 1.45% | 459 | -1.50% | 258 | -0.39% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 7.33M | 3.25% | -79.45K |
| Vanguard MStar Total Stk Mkt Idx Invest | 6.88M | 3.21% | 19.32K |
| Vanguard Morn Total Stk Mkt Idx Investor | 6.86M | 3.20% | -42.21K |
| Vanguard Total Stock Mkt Idx Inv | 6.86M | 3.17% | -42.21K |
| American Funds Income Fd of Amer A | 6.00M | 2.78% | - |
| American Funds Income Fund of Amer A | 6.00M | 2.77% | 6.00M |
| Schwab US Dividend Equity ETF™ | 5.17M | 2.41% | 13.28K |
| Vanguard 500 Index Investor | 5.16M | 2.41% | 53.77K |
| Vanguard MStar Mid Cap Index Instl | 4.67M | 2.18% | -6.00K |
| Vanguard Morn Mid Cap Index Instl | 4.68M | 2.18% | -23.41K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 21, 2026 | Cheong Wee Yee | President - Asia & Middle East | Sell | $777.21K |
| May 20, 2026 | Cheong Wee Yee | President - Asia & Middle East | Sell | $330.93K |
| Apr 30, 2026 | Cheong Wee Yee | President - Asia & Middle East | Sell | $478.48K |
| May 01, 2026 | Cheong Wee Yee | President - Asia & Middle East | Sell | $929.87K |
| Apr 29, 2026 | Cheong Wee Yee | President - Asia & Middle East | Sell | $109.08K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 7 |
| 2026 Q1 | 1 | 4 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
PFG Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools