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 holders | 38.58% |
| Other institutional | 34.00% |
| Individual stakeholders | 1.36% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 6/30/2023 | WELLINGTON MANAGEMENT CO. LLP Bought 870.9 Thousand shares of Principal Financial Group... |
| 6/30/2023 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 813.1 Thousand shares of Principal Financial Group... |
| 6/30/2023 | CITADEL ADVISORS LLC Bought 427.7 Thousand shares of Principal Financial Group... |
Top 10 Owners of Principal Financial Group Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 11.77% | 28,454,870 | 2,211,227,948 | -268,887 | -0.94% |
| Nissay Asset Management Corp. | 7.51% | 18,162,753 | 1,411,427,536 | -1,094 | -0.01% |
| BlackRock Fund Advisors | 5.91% | 14,273,437 | 1,109,188,789 | -1,555,108 | -9.82% |
| Managed Account Advisors LLC | 4.32% | 10,432,872 | 810,738,483 | -2,024,005 | -16.25% |
| SSgA Funds Management, Inc. | 4.20% | 10,146,771 | 788,505,574 | +258,621 | +2.62% |
| Capital Research & Management Co.... | 3.79% | 9,149,111 | 710,977,416 | +813,139 | +9.75% |
| Geode Capital Management LLC | 2.32% | 5,603,444 | 435,443,633 | +87,605 | +1.59% |
| Dimensional Fund Advisors LP | 1.60% | 3,872,839 | 300,958,319 | +227,364 | +6.24% |
| Wellington Management Co. LLP | 1.59% | 3,848,329 | 299,053,647 | +870,872 | +29.25% |
| Northern Trust Investments, Inc.(... | 1.49% | 3,591,246 | 279,075,727 | -51,466 | -1.41% |
Top 10 Mutual Funds Holding Principal Financial Group Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | 3.13% | 7,565,164 | 587,888,894 | -668 | -0.01% |
| Vanguard Mid Cap Index Fund | 2.33% | 5,626,438 | 437,230,497 | +7,596 | +0.14% |
| Vanguard 500 Index Fund | 2.25% | 5,440,553 | 422,785,374 | +34,697 | +0.64% |
| American Mutual Fund | 1.87% | 4,523,262 | 351,502,690 | 0 | 0.00% |
| Capital Income Builder | 1.38% | 3,326,000 | 258,463,460 | +500,000 | +17.69% |
| Hartford Dividend & Growth Fund | 1.17% | 2,827,641 | 219,735,982 | +401,962 | +16.57% |
| Fidelity 500 Index Fund | 1.06% | 2,566,015 | 199,405,026 | +16,463 | +0.65% |
| SPDR S&P 500 ETF Trust | 1.03% | 2,494,756 | 193,867,489 | +10,530 | +0.42% |
| iShares Tr. - Select Dividend ETF | 0.90% | 2,168,469 | 168,511,726 | +691 | +0.03% |
| First Trust Rising Dividend Achie... | 0.89% | 2,155,197 | 167,480,359 | -2,500 | -0.12% |