Principal Financial Group, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 05/09/2025 | 27.25 M | $2.30 B | -0.67% | 12.11% |
BLACKROCK, INC. | 05/02/2025 | 19.59 M | $1.65 B | -1.35% | 8.71% |
NIPPON LIFE INSURANCE CO | 04/11/2025 | 18.14 M | $1.53 B | 0.00% | 8.06% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 11.29 M | $952.27 M | 15.14% | 5.02% |
STATE STREET CORP | 05/15/2025 | 10.77 M | $908.38 M | 11.35% | 4.79% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 5.48 M | $460.94 M | 0.26% | 2.44% |
CAPITAL RESEARCH GLOBAL INVESTORS | 05/12/2025 | 4.98 M | $420.44 M | 0.31% | 2.22% |
VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 3.71 M | $312.80 M | 802.24% | 1.65% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 3.66 M | $309.07 M | -6.37% | 1.63% |
NORTHERN TRUST CORP | 05/13/2025 | 3.58 M | $302.15 M | -2.23% | 1.59% |
MORGAN STANLEY | 05/15/2025 | 2.97 M | $250.56 M | 2.00% | 1.32% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 2.61 M | $220.47 M | 114.17% | 1.16% |
INVESCO LTD. | 05/12/2025 | 2.60 M | $219.41 M | -5.57% | 1.16% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 2.07 M | $174.69 M | -50.60% | 0.92% |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 1.81 M | $152.58 M | -3.66% | 0.80% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 1.65 M | $139.24 M | 1.43% | 0.73% |
UBS GROUP AG | 05/13/2025 | 1.47 M | $124.21 M | -1.15% | 0.65% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 1.47 M | $123.92 M | 1.40% | 0.65% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 1.43 M | $120.94 M | -6.19% | 0.64% |
JPMORGAN CHASE & CO | 05/12/2025 | 1.27 M | $107.12 M | -35.86% | 0.56% |
HSBC HOLDINGS PLC | 05/14/2025 | 1.18 M | $99.23 M | -18.05% | 0.52% |
AMUNDI | 05/15/2025 | 1.14 M | $90.17 M | -16.40% | 0.51% |
ROYAL BANK OF CANADA | 05/15/2025 | 1.08 M | $91.13 M | 1.69% | 0.48% |
DEUTSCHE BANK AG\ | 05/09/2025 | 1.00 M | $84.44 M | -32.47% | 0.44% |
AUSTRALIANSUPER PTY LTD | 05/05/2025 | 893.25 K | $75.36 M | 34.24% | 0.40% |
MAIRS & POWER INC | 05/15/2025 | 791.94 K | $66.82 M | -3.83% | 0.35% |
BARCLAYS PLC | 05/15/2025 | 785.46 K | $66.27 M | 45.16% | 0.35% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 773.02 K | $65.22 M | -12.13% | 0.34% |
FMR LLC | 05/12/2025 | 649.54 K | $54.80 M | 35.33% | 0.29% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 645.43 K | $53.60 M | 443.61% | 0.29% |
SWISS NATIONAL BANK | 05/12/2025 | 645.10 K | $54.43 M | -1.39% | 0.29% |
BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 604.12 K | $50.97 M | 28.69% | 0.27% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 591.97 K | $49.94 M | 29.49% | 0.26% |
05/12/2025 | 568.76 K | $47.99 M | 100.00% | 0.25% | |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 526.65 K | $44.43 M | 2.63% | 0.23% |
VERITION FUND MANAGEMENT LLC | 05/15/2025 | 514.61 K | $43.42 M | 6.72% | 0.23% |
RHUMBLINE ADVISERS | 05/29/2025 | 474.96 K | $40.07 M | 8.28% | 0.21% |
BRIDGEWATER ASSOCIATES, LP | 05/14/2025 | 454.44 K | $38.34 M | 79.09% | 0.20% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 426.38 K | $35.97 M | -40.12% | 0.19% |
CONNING INC. | 04/29/2025 | 404.95 K | $34.17 M | 5,081.74% | 0.18% |
NORTH STAR ASSET MANAGEMENT INC | 05/08/2025 | 399.77 K | $33.73 M | 0.56% | 0.18% |
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2025 | 397.10 K | $33.50 M | 12.22% | 0.18% |
NATIONAL PENSION SERVICE | 05/13/2025 | 379.86 K | $32.05 M | 8.36% | 0.17% |
TRUST POINT INC. | 04/17/2025 | 369.68 K | $31.19 M | -0.10% | 0.16% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/13/2025 | 367.04 K | $30.97 M | -1.09% | 0.16% |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 05/15/2025 | 359.00 K | $30.29 M | -1.76% | 0.16% |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 04/16/2025 | 310.10 K | $26.16 M | 1.94% | 0.14% |
PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 305.22 K | $25.75 M | 0.87% | 0.14% |
CITADEL ADVISORS LLC | 05/15/2025 | 303.66 K | $25.62 M | -26.25% | 0.14% |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 05/07/2025 | 291.98 K | $24.63 M | 88.94% | 0.13% |
Principal Financial Group, Inc. institutional Ownership - FAQ's
During the previous two years, 1099 institutional investors and hedge funds held shares of Principal Financial Group, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 27.25 M
BlackRock, Inc.: 19.59 M
NIPPON LIFE INSURANCE CO: 18.14 M
BANK OF AMERICA CORP /DE/: 11.29 M
STATE STREET CORP: 10.77 M
GEODE CAPITAL MANAGEMENT, LLC: 5.48 M
72.99% of Principal Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 221.04 M shares in the last 24 months. This purchase volume represents approximately $17.90 B in transactions.