Principal Financial Group Ownership | Who Owns Principal Financial Group?
Principal Financial Group Ownership Summary
Principal Financial Group is owned by 74.40% institutional investors, 1.08% insiders, and 24.52% 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 | 74.40% | 1.08% | 24.52% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Diversified Insurance Stocks | 40.80% | 12.14% | 47.06% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 26.97M | 12.03% | $2.38B |
| Blackrock funding, inc. /de | 20.32M | 9.00% | $1.83B |
| Blackrock | 19.76M | 8.37% | $1.55B |
| Nippon life insurance | 18.14M | 8.04% | $1.63B |
| Bank of america corp /de/ | 10.72M | 4.54% | $840.74M |
| State street | 10.18M | 4.51% | $917.31M |
| Capital world investors | 6.03M | 2.67% | $543.08M |
| Charles schwab investment management | 5.92M | 2.62% | $533.81M |
| Geode capital management | 5.66M | 2.51% | $508.16M |
| Dimensional fund advisors lp | 3.89M | 1.72% | $350.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nippon life insurance | 18.14M | 32.01% | $1.63B |
| Trust point | 369.08K | 2.89% | $33.26M |
| Dmkc advisory services | 72.81K | 2.73% | $6.56M |
| Edentree asset management | 95.20K | 2.59% | $8.58M |
| Capital management corp /va | 151.94K | 2.34% | $13.69M |
| Kerusso capital management | 47.44K | 2.14% | $4.27M |
| Weaver c. barksdale & associates | 19.96K | 1.72% | $1.80M |
| North star asset management | 382.05K | 1.49% | $34.43M |
| Teza capital management | 2.79K | 1.25% | $231.57K |
| Conning | 398.47K | 1.19% | $35.91M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 6.03M | 0.07% | 6.03M |
| Charles schwab investment management | 5.92M | 0.08% | 4.48M |
| Norges bank | 3.10M | 0.03% | 3.10M |
| Vanguard fiduciary trust | 1.13M | 0.03% | 1.13M |
| Federated hermes | 581.35K | 0.09% | 563.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | - | - | -4.98M |
| Marshall wace, llp | 102.16K | 0.01% | -630.45K |
| Weiss asset management lp | - | - | -608.93K |
| Citadel advisors | 54.88K | 0.00% | -541.69K |
| Qube research | - | - | -459.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital world investors | 6.03M | 0.07% | 6.03M | $543.08M |
| Norges bank | 3.10M | 0.03% | 3.10M | $273.28M |
| Vanguard fiduciary trust | 1.13M | 0.03% | 1.13M | $101.84M |
| Vanguard asset management | 452.33K | 0.04% | 452.33K | $40.76M |
| Vanguard global advisers | 438.66K | 0.02% | 438.66K | $39.53M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 839 | 5.14% | 163,999,056 | 0.80% | 72 | 1.47% | 421 | 16.62% | 259 | -5.82% |
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 | 6.90M | 3.20% | 25.39K |
| American Funds Income Fund of Amer A | 6.00M | 2.77% | 6.00M |
| Vanguard 500 Index Investor | 5.13M | 2.37% | 92.20K |
| Vanguard Mid Cap Index Institutional | 4.70M | 2.17% | 12.53K |
| Schwab US Dividend Equity ETF™ | 4.57M | 2.12% | 3.92K |
| 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 | 2.82M | 1.30% | - |
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 | - | - |
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