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 | 8.04% | $1.63B |
| 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 | 32.01% | $1.63B |
| Trust point | 369.08K | 2.89% | $33.26M |
| Dmkc advisory services | 72.83K | 2.82% | $6.42M |
| 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 |
| 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 |
| Teza capital management | 2.79K | 1.25% | $231.57K |
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 |
| Victory capital management | 3.91M | 0.19% | -387.94K |
| Woodline partners lp | - | - | -367.50K |
| National pension service | 23.68K | 0.00% | -364.36K |
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 |
| Adams diversified equity fund | 209.10K | 0.66% | 209.10K | $18.84M |
| 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 |
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 | 3.18% | -66.19K |
| American Funds Income Fund of Amer A | 6.00M | 2.77% | 6.00M |
| Vanguard 500 Index Investor | 5.04M | 2.33% | -108.21K |
| Vanguard Mid Cap Index Institutional | 4.68M | 2.16% | -90.77K |
| Schwab US Dividend Equity ETF™ | 4.43M | 2.04% | 7.36K |
| 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 |
|---|---|---|---|---|
| Feb 09, 2026 | Muruzabal Claudio | - | Buy | $485.45 |
| Apr 21, 2025 | Muruzabal Claudio | - | Sell | $350.25 |
| Jan 02, 2025 | Muruzabal Claudio | - | Buy | $387.45 |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
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