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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 28.04 M | $2.42 B | -1.99% | 11.62% |
| 05/10/2024 | BLACKROCK INC. | 19.43 M | $1.68 B | 2.90% | 8.05% |
| 04/15/2024 | NIPPON LIFE INSURANCE CO | 18.14 M | $1.57 B | 0.00% | 7.69% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 10.97 M | $946.67 M | 3.65% | 4.55% |
| 05/15/2024 | STATE STREET CORP | 9.66 M | $833.51 M | -0.67% | 4.00% |
| 05/14/2024 | CAPITAL RESEARCH GLOBAL INVESTORS | 6.60 M | $569.84 M | 2.37% | 2.80% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 5.40 M | $465.19 M | 4.26% | 2.24% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 4.48 M | $386.95 M | 2.61% | 1.86% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 3.87 M | $333.61 M | -0.26% | 1.60% |
| 05/14/2024 | NORTHERN TRUST CORP | 3.58 M | $309.04 M | -3.43% | 1.48% |
| 05/15/2024 | MORGAN STANLEY | 2.70 M | $233.45 M | -20.79% | 1.12% |
| 05/14/2024 | INVESCO LTD. | 2.68 M | $231.50 M | 25.28% | 1.11% |
| 05/10/2024 | JPMORGAN CHASE & CO | 2.26 M | $194.83 M | 457.83% | 0.94% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 2.16 M | $186.84 M | -2.67% | 0.92% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 1.85 M | $159.64 M | -2.29% | 0.77% |
| 05/15/2024 | HSBC HOLDINGS PLC | 1.46 M | $125.96 M | 7.33% | 0.61% |
| 05/15/2024 | AMUNDI | 1.41 M | $111.09 M | 55.28% | 0.60% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 1.39 M | $119.62 M | -35.77% | 0.57% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.36 M | $117.73 M | 4.03% | 0.57% |
| 05/15/2024 | MAIRS & POWER INC | 1.23 M | $106.02 M | 3.07% | 0.52% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 1.20 M | $103.21 M | 5.87% | 0.50% |
| 05/15/2024 | ROYAL BANK OF CANADA | 1.15 M | $98.87 M | -3.27% | 0.47% |
| 05/13/2024 | UBS GROUP AG | 941,946 | $81.30 M | 158.31% | 0.39% |
| 05/15/2024 | BARCLAYS PLC | 835,866 | $72.14 M | -21.06% | 0.35% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 771,733 | $66.61 M | 25.34% | 0.32% |
| 05/07/2024 | SWISS NATIONAL BANK | 714,000 | $61.63 M | -5.61% | 0.30% |
| 05/15/2024 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 694,874 | $59.97 M | 131.83% | 0.29% |
| 04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 692,694 | $59.79 M | 6.65% | 0.29% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 706,560 | $60.98 M | 6.16% | 0.29% |
| 05/15/2024 | MAN GROUP PLC | 679,081 | $58.61 M | 78.89% | 0.29% |
| 05/15/2024 | CITADEL ADVISORS LLC | 666,840 | $57.55 M | -36.90% | 0.28% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 611,965 | $52.82 M | 10.82% | 0.25% |
| 05/13/2024 | FMR LLC | 522,290 | $45.08 M | 5.80% | 0.22% |
| 05/15/2024 | MARSHALL WACE, LLP | 509,808 | $44.00 M | -29.68% | 0.22% |
| 05/15/2024 | POINT72 ASSET MANAGEMENT, L.P. | 472,582 | $40.79 M | 140.89% | 0.20% |
| 05/09/2024 | RHUMBLINE ADVISERS | 475,642 | $41.05 M | -3.03% | 0.20% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 439,937 | $37.97 M | 34.87% | 0.18% |
| 04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 432,684 | $37.34 M | -4.45% | 0.18% |
| 05/10/2024 | CREDIT SUISSE AG/ | 429,065 | $37.03 M | 6.83% | 0.18% |
| 05/14/2024 | NATIONAL PENSION SERVICE | 406,098 | $35.05 M | 2.00% | 0.17% |
| 05/08/2024 | NORTH STAR ASSET MANAGEMENT INC | 398,732 | $34.41 M | 0.50% | 0.17% |
| 04/19/2024 | TRUST POINT INC. | 384,871 | $33.22 M | -0.04% | 0.16% |
| 05/16/2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 389,991 | $33.66 M | 0.00% | 0.16% |
| 04/26/2024 | AUSTRALIANSUPER PTY LTD | 375,266 | $32.28 M | 35.40% | 0.16% |
| 05/13/2024 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 374,202 | $32.30 M | -3.80% | 0.16% |
| 05/15/2024 | TUDOR INVESTMENT CORP ET AL | 362,732 | $31.31 M | 32.73% | 0.15% |
| 05/13/2024 | HRT FINANCIAL LP | 357,107 | $30.82 M | 561.78% | 0.15% |
| 05/15/2024 | D. E. SHAW & CO., INC. | 361,185 | $31.17 M | 219.81% | 0.15% |
| 05/01/2024 | BNP PARIBAS ARBITRAGE, SNC | 337,877 | $29.16 M | 165.21% | 0.14% |
| 04/16/2024 | AMF TJANSTEPENSION AB | 308,308 | $26.63 M | 282.04% | 0.13% |
A. During the previous two years, 1078 institutional investors and hedge funds held shares of Principal Financial Group, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 28.04 M
BlackRock Inc.: 19.43 M
NIPPON LIFE INSURANCE CO: 18.14 M
BANK OF AMERICA CORP /DE/: 10.97 M
STATE STREET CORP: 9.66 M
Capital Research Global Investors: 6.6 M
A. 69.42% of Principal Financial Group, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 248.64 M shares in the last 24 months. This purchase volume represents approximately $19.55 B in transactions.
