Principal Financial Group Inc (NASDAQ:PFG)

74.51
Delayed Data
As of Sep 22
 -0.80 / -1.06%
Today’s Change
65.17
Today|||52-Week Range
96.17
-11.21%
Year-to-Date
Institutional investors hold a majority ownership of PFG through the 72.58% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Life/Health Insurance industry.
Mutual fund holders38.58%
Other institutional34.00%
Individual stakeholders1.36%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2023WELLINGTON MANAGEMENT CO. LLP  Bought 870.9 Thousand shares of Principal Financial Group...
6/30/2023CAPITAL RESEARCH & MANAGEMENT CO...  Bought 813.1 Thousand shares of Principal Financial Group...
6/30/2023CITADEL ADVISORS LLC  Bought 427.7 Thousand shares of Principal Financial Group...

Top 10 Owners of Principal Financial Group Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.11.77%28,454,8702,211,227,948-268,887-0.94%
Nissay Asset Management Corp.7.51%18,162,7531,411,427,536-1,094-0.01%
BlackRock Fund Advisors5.91%14,273,4371,109,188,789-1,555,108-9.82%
Managed Account Advisors LLC4.32%10,432,872810,738,483-2,024,005-16.25%
SSgA Funds Management, Inc.4.20%10,146,771788,505,574+258,621+2.62%
Capital Research & Management Co....3.79%9,149,111710,977,416+813,139+9.75%
Geode Capital Management LLC2.32%5,603,444435,443,633+87,605+1.59%
Dimensional Fund Advisors LP1.60%3,872,839300,958,319+227,364+6.24%
Wellington Management Co. LLP1.59%3,848,329299,053,647+870,872+29.25%
Northern Trust Investments, Inc.(...1.49%3,591,246279,075,727-51,466-1.41%

Top 10 Mutual Funds Holding Principal Financial Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market ETF3.13%7,565,164587,888,894-668-0.01%
Vanguard Mid Cap Index Fund2.33%5,626,438437,230,497+7,596+0.14%
Vanguard 500 Index Fund2.25%5,440,553422,785,374+34,697+0.64%
American Mutual Fund1.87%4,523,262351,502,69000.00%
Capital Income Builder1.38%3,326,000258,463,460+500,000+17.69%
Hartford Dividend & Growth Fund1.17%2,827,641219,735,982+401,962+16.57%
Fidelity 500 Index Fund1.06%2,566,015199,405,026+16,463+0.65%
SPDR S&P 500 ETF Trust1.03%2,494,756193,867,489+10,530+0.42%
iShares Tr. - Select Dividend ETF0.90%2,168,469168,511,726+691+0.03%
First Trust Rising Dividend Achie...0.89%2,155,197167,480,359-2,500-0.12%