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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 51.05% institutional investors, 1.14% insiders, and 47.81% retail investors. Vanguard group is the largest institutional shareholder, holding 12.11% 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 Group51.05%1.14%47.81%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryDiversified Insurance Stocks41.36%7.12%51.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group27.13M12.11%$2.25B
Blackrock funding, inc. /de20.03M8.94%$1.66B
Blackrock19.76M8.37%$1.55B
Nippon life insurance18.14M8.09%$1.50B
State street10.56M4.71%$875.53M
Bank of america corp /de/10.72M4.54%$840.74M
Geode capital management5.62M2.51%$463.86M
Victory capital management3.91M1.74%$323.91M
Dimensional fund advisors lp3.77M1.68%$312.26M
Northern trust3.47M1.55%$287.60M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nippon life insurance18.14M25.31%$1.50B
Edentree asset management168.60K3.36%$13.97M
Dmkc advisory services73.39K3.09%$6.08M
Trust point369.62K2.47%$30.65M
Capital management corp /va172.74K2.25%$14.32M
Weaver c. barksdale & associates20.80K1.66%$1.72M
North star asset management395.12K1.33%$32.76M
Teza capital management2.79K1.25%$231.57K
Conning409.86K1.13%$33.98M
Sound income strategies246.07K1.11%$20.35M

Top Buyers

HolderShares% AssetsChange
Norges bank2.80M0.03%2.80M
Ubs group2.02M0.03%777.00K
Assenagon asset management697.74K0.08%637.00K
Invesco3.38M0.04%636.33K
Goldman sachs group2.36M0.02%432.91K

Top Sellers

HolderShares% AssetsChange
Capital research global investors---4.98M
Victory capital management3.91M0.19%-387.94K
Woodline partners lp---367.50K
Hsbc797.71K0.04%-330.85K
Verition fund management10.04K0.00%-309.59K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.80M0.03%2.80M$217.02M
Rakuten investment management223.45K0.11%223.45K$31.32M
Virginia retirement systems et al223.00K0.12%223.00K$18.49M
Alyeska investment group148.97K0.04%148.97K$12.35M
Fjarde ap-fonden (the fourth swedish national pensionfund)99.45K0.09%99.45K$7.80M

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 %
Sep 30, 2025644-21.18%114,410,971-27.63%511.03%283-28.54%201-25.28%
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%

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%1.11K
SPDR® S&P 500 ETF2.62M1.16%-38.44K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 12, 2025Cheong Wee Yee EVP, Principal AsiaSell$160.47K

Insider Transactions Trends

DateBuySell
2025 Q4-1
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q4--

PFG Ownership FAQ

Who Owns Principal Financial Group?

Principal Financial Group shareholders are primarily institutional investors at 51.05%, followed by 1.14% insiders and 47.81% retail investors. The average institutional ownership in Principal Financial Group's industry, Diversified Insurance Stocks, is 41.36%, which Principal Financial Group exceeds.

Who owns the most shares of Principal Financial Group?

Principal Financial Group’s largest shareholders are Vanguard group (27.13M shares, 12.11%), Blackrock funding, inc. /de (20.03M shares, 8.94%), and Blackrock (19.76M shares, 8.37%). Together, they hold 29.42% 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 25.31% of its assets in 18.14M Principal Financial Group shares, valued at 1.5B$.

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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