Principal Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 27.51 M | $2.36 B | -0.88% | 11.92% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 19.89 M | $1.71 B | 100.00% | 8.62% |
| NIPPON LIFE INSURANCE CO | 10/15/2024 | 18.14 M | $1.56 B | 0.00% | 7.86% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 11.13 M | $956.16 M | 3.86% | 4.82% |
| STATE STREET CORP | 11/14/2024 | 9.54 M | $819.56 M | -0.18% | 4.14% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 5.41 M | $463.52 M | -0.28% | 2.35% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 4.96 M | $425.88 M | -24.93% | 2.15% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 4.37 M | $375.49 M | -1.42% | 1.89% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.93 M | $337.98 M | 0.75% | 1.71% |
| INVESCO LTD. | 11/12/2024 | 3.29 M | $282.40 M | 26.16% | 1.43% |
| MORGAN STANLEY | 11/14/2024 | 2.90 M | $249.39 M | 1.24% | 1.26% |
| JPMORGAN CHASE & CO | 12/26/2024 | 2.46 M | $211.53 M | 5.07% | 1.07% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 2.08 M | $178.31 M | -0.14% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.88 M | $161.49 M | -1.22% | 0.81% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.73 M | $148.86 M | 16.33% | 0.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.40 M | $120.58 M | 1.36% | 0.61% |
| AMUNDI | 11/13/2024 | 1.10 M | $94.06 M | 28.31% | 0.47% |
| ROYAL BANK OF CANADA | 11/14/2024 | 977,117 | $83.94 M | -10.94% | 0.42% |
| UBS GROUP AG | 11/14/2024 | 966,835 | $83.05 M | 10.56% | 0.42% |
| MAIRS & POWER INC | 11/14/2024 | 869,978 | $74.73 M | -27.98% | 0.38% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 862,104 | $74.05 M | 29.78% | 0.37% |
| BARCLAYS PLC | 11/19/2024 | 806,672 | $69.29 M | 12.27% | 0.35% |
| SWISS NATIONAL BANK | 11/07/2024 | 695,900 | $59.78 M | -0.04% | 0.30% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 609,710 | $52.37 M | -14.92% | 0.26% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 561,287 | $48.21 M | 0.72% | 0.24% |
| AUSTRALIANSUPER PTY LTD | 10/28/2024 | 540,212 | $46.40 M | 27.22% | 0.23% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 522,860 | $44.91 M | -8.51% | 0.23% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 503,735 | $43.37 M | 41.00% | 0.22% |
| FMR LLC | 11/13/2024 | 503,233 | $43.23 M | -3.87% | 0.22% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 466,133 | $40.04 M | 85.65% | 0.20% |
| RHUMBLINE ADVISERS | 11/12/2024 | 464,423 | $39.89 M | -2.87% | 0.20% |
| TRUST POINT INC. | 10/17/2024 | 420,332 | $36.11 M | 9.21% | 0.18% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 408,499 | $35.09 M | -1.24% | 0.18% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 399,739 | $34.34 M | -8.04% | 0.17% |
| NORTH STAR ASSET MANAGEMENT INC | 11/14/2024 | 396,573 | $34.07 M | -0.31% | 0.17% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 377,592 | $32.44 M | -7.91% | 0.16% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10/25/2024 | 376,483 | $32.34 M | 1.23% | 0.16% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 368,045 | $31.62 M | -1.32% | 0.16% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/08/2024 | 339,362 | $29.15 M | 11.55% | 0.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 302,913 | $26.02 M | -1.61% | 0.13% |
| AMF TJANSTEPENSION AB | 10/28/2024 | 290,723 | $25.00 M | 28.75% | 0.13% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 279,816 | $24.03 M | -21.06% | 0.12% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 259,471 | $22.29 M | 32.10% | 0.11% |
| KOREA INVESTMENT CORP | 11/13/2024 | 258,366 | $22.19 M | 170.14% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 255,583 | $21.95 M | -2.25% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 254,858 | $21.93 M | 1.43% | 0.11% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11/08/2024 | 240,901 | $20.69 M | -8.96% | 0.10% |
| INTECH INVESTMENT MANAGEMENT LLC | 11/08/2024 | 233,758 | $20.08 M | -21.71% | 0.10% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 231,277 | $19.87 M | 3.04% | 0.10% |
| VERITION FUND MANAGEMENT LLC | 11/14/2024 | 226,796 | $19.48 M | -39.82% | 0.10% |
Principal Financial Group, Inc.institutional Ownership - FAQ's
During the previous two years, 1066 institutional investors and hedge funds held shares of Principal Financial Group, Inc.. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
Graypoint LLC: 0
Diversified Trust Co: 0
VANGUARD GROUP INC: 27.51 M
BlackRock Funding, Inc. /DE: 19.89 M
NIPPON LIFE INSURANCE CO: 18.14 M
69.63% of Principal Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 209.71 M shares in the last 24 months. This purchase volume represents approximately $16.54 B in transactions.