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 holders40.50%
Other institutional36.40%
Individual stakeholders1.35%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2022FIRST TRUST ADVISORS LP  Bought 2.3 Million shares of Principal Financial Group...
12/31/2022MORGAN STANLEY & CO. LLC  Bought 1.6 Million shares of Principal Financial Group...
12/31/2022BLACKROCK FUND ADVISORS  Bought 1.5 Million 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.11.22%27,274,2492,442,681,740-195,845-0.71%
Nissay Asset Management Corp.7.47%18,165,1091,626,867,162+596+0.00%
BlackRock Fund Advisors7.30%17,739,6321,588,761,442+1,490,999+9.18%
Managed Account Advisors LLC5.24%12,738,4561,140,856,119-2,932,314-18.71%
SSgA Funds Management, Inc.4.88%11,862,0151,062,362,063-156,746-1.30%
Capital Research & Management Co....3.50%8,498,045761,084,910-1,651,803-16.27%
Geode Capital Management LLC2.30%5,594,730501,064,019-2,359-0.04%
Charles Schwab Investment Managem...2.02%4,910,405439,775,872+406,684+9.03%
Dimensional Fund Advisors LP1.57%3,827,318342,774,600+118,518+3.20%
Northern Trust Investments, Inc.(...1.50%3,639,056325,913,855-55,040-1.49%

Top 10 Mutual Funds Holding Principal Financial Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...3.10%7,528,110674,217,532+33,801+0.45%
Vanguard Mid Cap Index Fund2.35%5,713,274511,680,819+5,969+0.10%
Vanguard 500 Index Fund2.17%5,285,482473,367,768+10,340+0.20%
American Mutual Fund1.93%4,686,353419,709,775-135,060-2.80%
iShares Tr. - Select Dividend ETF1.84%4,469,192400,260,83600.00%
Schwab US Dividend Equity ETF1.59%3,867,633346,385,211+6,633+0.17%
Capital Income Builder1.16%2,826,000253,096,560-966,800-25.49%
Fidelity 500 Index Fund1.02%2,490,055223,009,326-3,296-0.13%
SPDR S&P 500 ETF Trust1.02%2,469,290221,149,612-24,705-0.99%
Vanguard Value Index Fund0.89%2,168,925194,248,923+12,350+0.57%