Principal Financial Group Inc (NASDAQ:PFG)
| 74.40 BATS BZX Real-Time Price As of 10:07am ET |  +1.05 / +1.43%Today’s Change | 61.05 Today|||52-Week Range 96.17 | -11.34% Year-to-Date |
Institutional investors hold a majority ownership of PFG through the 76.90% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Life/Health Insurance industry. Last, during the quarter ended June 2019, these large investors purchased a net $810.5 thousand shares.
| Mutual fund holders | 40.50% |
| Other institutional | 36.40% |
| Individual stakeholders | 1.35% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2022 | FIRST TRUST ADVISORS LP Bought 2.3 Million shares of Principal Financial Group... |
| 12/31/2022 | MORGAN STANLEY & CO. LLC Bought 1.6 Million shares of Principal Financial Group... |
| 12/31/2022 | BLACKROCK FUND ADVISORS Bought 1.5 Million shares of Principal Financial Group... |
Top 10 Owners of Principal Financial Group Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 11.22% | 27,274,249 | 2,442,681,740 | -195,845 | -0.71% |
| Nissay Asset Management Corp. | 7.47% | 18,165,109 | 1,626,867,162 | +596 | +0.00% |
| BlackRock Fund Advisors | 7.30% | 17,739,632 | 1,588,761,442 | +1,490,999 | +9.18% |
| Managed Account Advisors LLC | 5.24% | 12,738,456 | 1,140,856,119 | -2,932,314 | -18.71% |
| SSgA Funds Management, Inc. | 4.88% | 11,862,015 | 1,062,362,063 | -156,746 | -1.30% |
| Capital Research & Management Co.... | 3.50% | 8,498,045 | 761,084,910 | -1,651,803 | -16.27% |
| Geode Capital Management LLC | 2.30% | 5,594,730 | 501,064,019 | -2,359 | -0.04% |
| Charles Schwab Investment Managem... | 2.02% | 4,910,405 | 439,775,872 | +406,684 | +9.03% |
| Dimensional Fund Advisors LP | 1.57% | 3,827,318 | 342,774,600 | +118,518 | +3.20% |
| Northern Trust Investments, Inc.(... | 1.50% | 3,639,056 | 325,913,855 | -55,040 | -1.49% |
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 Index... | 3.10% | 7,528,110 | 674,217,532 | +33,801 | +0.45% |
| Vanguard Mid Cap Index Fund | 2.35% | 5,713,274 | 511,680,819 | +5,969 | +0.10% |
| Vanguard 500 Index Fund | 2.17% | 5,285,482 | 473,367,768 | +10,340 | +0.20% |
| American Mutual Fund | 1.93% | 4,686,353 | 419,709,775 | -135,060 | -2.80% |
| iShares Tr. - Select Dividend ETF | 1.84% | 4,469,192 | 400,260,836 | 0 | 0.00% |
| Schwab US Dividend Equity ETF | 1.59% | 3,867,633 | 346,385,211 | +6,633 | +0.17% |
| Capital Income Builder | 1.16% | 2,826,000 | 253,096,560 | -966,800 | -25.49% |
| Fidelity 500 Index Fund | 1.02% | 2,490,055 | 223,009,326 | -3,296 | -0.13% |
| SPDR S&P 500 ETF Trust | 1.02% | 2,469,290 | 221,149,612 | -24,705 | -0.99% |
| Vanguard Value Index Fund | 0.89% | 2,168,925 | 194,248,923 | +12,350 | +0.57% |