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Principal Financial Group Ownership | Who Owns Principal Financial Group?

OverviewForecastRevenueFinancialsChartTranscripts

Principal Financial Group Ownership Summary

Principal Financial Group is owned by 73.58% institutional investors, 1.12% insiders, and 25.30% retail investors. Vanguard group is the largest institutional shareholder, holding 11.89% 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

TypeName% Inst% Insiders% Retail
StockPrincipal Financial Group73.58%1.12%25.30%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryDiversified Insurance Stocks59.44%6.40%34.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group27.43M11.89%$2.12B
Blackrock funding, inc. /de20.20M9.02%$1.60B
Blackrock19.76M8.37%$1.55B
Nippon life insurance18.14M8.09%$1.44B
Bank of america corp /de/10.72M4.54%$840.74M
State street9.56M4.05%$749.84M
Geode capital management5.47M2.37%$422.07M
Wellington management group llp4.19M1.82%$324.49M
Dimensional fund advisors lp3.91M1.70%$302.91M
Northern trust3.49M1.48%$273.78M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nippon life insurance18.14M21.77%$1.44B
Edentree asset management148.60K3.27%$11.80M
Trust point369.68K2.77%$29.36M
Weaver c. barksdale & associates22.15K1.69%$1.76M
Capital management corp /va115.61K1.60%$8.95M
North star asset management397.81K1.48%$31.21M
Conning445.66K1.22%$35.40M
Sound income strategies248.86K1.13%$19.77M
Gw henssler & associates201.09K0.99%$17.27M
Kerusso capital management19.65K0.97%$1.56M

Top Buyers

HolderShares% AssetsChange
Norges bank2.80M0.03%2.80M
Amundi1.79M0.05%654.41K
Deutsche bank ag\1.48M0.04%627.87K
Blackrock funding, inc. /de20.20M0.03%615.03K
Ubs group1.49M0.02%522.54K

Top Sellers

HolderShares% AssetsChange
Capital research global investors---4.98M
Invesco2.75M0.04%-533.52K
Goldman sachs group1.22M0.01%-512.84K
Jpmorgan chase1.98M0.01%-483.00K
Legal & general group1.63M0.03%-448.66K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.80M0.03%2.80M$217.02M
Lighthouse investment partners239.81K0.72%239.81K$19.05M
Fjarde ap-fonden (the fourth swedish national pensionfund)99.45K0.09%99.45K$7.80M
Gillson capital lp93.50K0.57%93.50K$7.43M
Symphony financial57.36K0.10%57.36K$4.56M

Sold Out

HolderChange
Rfp financial group-1.00
Opal wealth advisors-3.00
Financial gravity asset management-3.00
Ruedi wealth management-4.00
Janiczek wealth management-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025815-4.00%164,899,1310.41%731.38%396-7.26%2693.86%
Mar 31, 20258395.14%163,999,0560.80%721.47%42116.62%259-5.82%
Dec 31, 2024477-39.24%98,666,525-38.58%420.88%203-38.30%164-43.06%
Sep 30, 2024777-2.51%160,521,654-2.95%691.39%327-12.57%28312.30%
Jun 30, 20247872.34%165,139,2810.78%691.45%37011.45%250-7.41%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF7.33M3.25%-79.45K
Vanguard Total Stock Mkt Idx Inv7.04M3.16%-159.93K
Vanguard Institutional 500 Index Trust5.98M2.67%44.15K
Vanguard 500 Index Investor5.11M2.29%-747.90K
Vanguard Mid Cap Index Institutional5.00M2.25%53.90K
Capital Group American Mutual Comp3.03M1.35%-12.68K
American Funds American Mutual A3.03M1.34%-12.68K
Victory Sycamore Established Value R2.97M1.32%419.00K
Fidelity 500 Index2.61M1.17%-41.31K
SPDR® S&P 500 ETF2.62M1.16%-38.44K

Insider Transactions Trends

DateBuySell
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3--

PFG Ownership FAQ

Who Owns Principal Financial Group?

Principal Financial Group shareholders are primarily institutional investors at 73.58%, followed by 1.12% insiders and 25.30% retail investors. The average institutional ownership in Principal Financial Group's industry, Diversified Insurance Stocks, is 59.44%, which Principal Financial Group exceeds.

Who owns the most shares of Principal Financial Group?

Principal Financial Group’s largest shareholders are Vanguard group (27.43M shares, 11.89%), Blackrock funding, inc. /de (20.2M shares, 9.02%), and Blackrock (19.76M shares, 8.37%). Together, they hold 29.28% of Principal Financial Group’s total shares outstanding.

Does Blackrock own Principal Financial Group?

Yes, BlackRock owns 8.37% of Principal Financial Group, totaling 19.76M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.55B$. In the last quarter, BlackRock increased its holdings by 331.15K shares, a 1.70% change.

Who is Principal Financial Group’s biggest shareholder by percentage of total assets invested?

Nippon life insurance is Principal Financial Group’s biggest shareholder by percentage of total assets invested, with 21.77% of its assets in 18.14M Principal Financial Group shares, valued at 1.44B$.

Who is the top mutual fund holder of Principal Financial Group shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Principal Financial Group shares, with 3.25% of its total shares outstanding invested in 7.33M Principal Financial Group shares.

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