Principal Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 27.13 M | $2.25 B | -0.78% | 12.11% |
| BLACKROCK, INC. | 11/12/2025 | 20.03 M | $1.66 B | -0.87% | 8.94% |
| NIPPON LIFE INSURANCE CO | 11/04/2025 | 18.14 M | $1.50 B | 0.00% | 8.09% |
| STATE STREET CORP | 11/14/2025 | 10.56 M | $875.53 M | -1.24% | 4.71% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 8.43 M | $698.66 M | -31.88% | 3.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 5.62 M | $463.86 M | 2.38% | 2.51% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 3.91 M | $323.91 M | -9.03% | 1.74% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 3.77 M | $312.26 M | 0.04% | 1.68% |
| NORTHERN TRUST CORP | 11/14/2025 | 3.47 M | $287.60 M | -0.47% | 1.55% |
| INVESCO LTD. | 11/13/2025 | 3.38 M | $279.97 M | 23.22% | 1.51% |
| MORGAN STANLEY | 11/14/2025 | 3.02 M | $250.74 M | -4.69% | 1.35% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 2.36 M | $195.93 M | 22.43% | 1.05% |
| UBS GROUP AG | 11/13/2025 | 2.02 M | $167.80 M | 62.32% | 0.90% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 1.80 M | $149.17 M | -14.27% | 0.80% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.68 M | $138.94 M | -3.55% | 0.75% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 1.62 M | $133.95 M | 2.12% | 0.72% |
| AMUNDI | 11/14/2025 | 1.54 M | $129.88 M | -13.86% | 0.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.44 M | $119.76 M | -1.64% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.23 M | $102.36 M | -8.48% | 0.55% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.10 M | $90.86 M | 84.94% | 0.49% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 1.05 M | $87.42 M | 0.36% | 0.47% |
| JPMORGAN CHASE & CO | 11/26/2025 | 977.63 K | $81.06 M | -4.51% | 0.44% |
| AUSTRALIANSUPER PTY LTD | 11/12/2025 | 817.96 K | $67.82 M | -17.68% | 0.37% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 804.14 K | $66.67 M | 53.64% | 0.36% |
| HSBC HOLDINGS PLC | 11/13/2025 | 797.71 K | $65.94 M | -29.32% | 0.36% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/07/2025 | 697.74 K | $57.85 M | 1,048.84% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 688.54 K | $57.09 M | -23.64% | 0.31% |
| BARCLAYS PLC | 11/12/2025 | 669.86 K | $55.54 M | -15.09% | 0.30% |
| SWISS NATIONAL BANK | 11/13/2025 | 646.30 K | $53.58 M | -5.10% | 0.29% |
| MAN GROUP PLC | 11/14/2025 | 637.36 K | $52.84 M | 199.05% | 0.28% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 624.47 K | $51.77 M | 13.39% | 0.28% |
| FMR LLC | 11/13/2025 | 609.93 K | $50.57 M | -1.14% | 0.27% |
| 12/02/2025 | 594.30 K | $49.27 M | 1.29% | 0.27% | |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 580.05 K | $48.09 M | -16.00% | 0.26% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 561.31 K | $46.54 M | -7.82% | 0.25% |
| NUVEEN, LLC | 11/12/2025 | 560.13 K | $46.44 M | -1.43% | 0.25% |
| RHUMBLINE ADVISERS | 11/06/2025 | 492.80 K | $40.86 M | 1.72% | 0.22% |
| BRIDGEWATER ASSOCIATES, LP | 11/13/2025 | 491.53 K | $40.75 M | 8.86% | 0.22% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/12/2025 | 433.41 K | $35.93 M | 8.31% | 0.19% |
| MARSHALL WACE, LLP | 11/13/2025 | 427.01 K | $35.40 M | 3.85% | 0.19% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 425.38 K | $35.27 M | 5.11% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 419.13 K | $34.75 M | 20.80% | 0.19% |
| CONNING INC. | 10/28/2025 | 409.86 K | $33.98 M | -8.03% | 0.18% |
| NORTH STAR ASSET MANAGEMENT INC | 11/10/2025 | 395.12 K | $32.76 M | -1.69% | 0.18% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 394.63 K | $32.72 M | -0.13% | 0.18% |
| NATIONAL PENSION SERVICE | 11/04/2025 | 388.05 K | $32.17 M | 1.47% | 0.17% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 372.43 K | $30.88 M | 276.28% | 0.17% |
| TRUST POINT INC. | 10/10/2025 | 369.62 K | $30.65 M | -0.02% | 0.16% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 327.37 K | $27.14 M | -26.22% | 0.15% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 319.10 K | $26.46 M | 16.46% | 0.14% |
Principal Financial Group, Inc. institutional Ownership - FAQ's
During the previous two years, 1185 institutional investors and hedge funds held shares of Principal Financial Group, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 27.13 M
BlackRock, Inc.: 20.03 M
NIPPON LIFE INSURANCE CO: 18.14 M
STATE STREET CORP: 10.56 M
BANK OF AMERICA CORP /DE/: 8.43 M
GEODE CAPITAL MANAGEMENT, LLC: 5.62 M
70.88% of Principal Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 217.40 M shares in the last 24 months. This purchase volume represents approximately $18.68 B in transactions.