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Principal Financial Group, Inc. (PFG) institutional ownership

Latest close $109.40 Jul 24, 2026
Market cap$23.4B 52-week range SectorFinancial Services
Funds holding · Q1 2026
797
reported PFG position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $715M
455 buyers · 342 sellers

Principal Financial Group, Inc. (PFG) price and institutional activity

Dates

Q1 2026

$1.7B bought by 455 investors
Capital World Investors$551MSchwab$409M +453 more
$955M sold by 342 investors
Norges-$283MMarshall Wace, LLP-$58M +340 more
Bought Sold Totals per quarter; hover a bar for the names.

Principal Financial Group, Inc. (PFG) institutional activity · 797

Investor Type Est. change Change Δ Own Date
Capital World Investors · New +$551M
Change +6.0M Date Q1 2026
Capital World Investors New· Q1 2026 +$551M +6.0M Q1 2026
Schwab · Added +$409M
Change +4.5M Date Q1 2026
Schwab Added· Q1 2026 +$409M +4.5M Q1 2026
Norges · Exited −$283M
Change −3.1M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$283M −3.1M −100.0% Q1 2026
Marshall Wace, LLP · Reduced −$58M
Change −630K Date Q1 2026
Marshall Wace, LLP Reduced· Q1 2026 −$58M −630K Q1 2026
Weiss Asset Management LP · Exited −$56M
Change −609K Δ Own −100.0% Date Q1 2026
Weiss Asset Management LP Exited· Q1 2026 −$56M −609K −100.0% Q1 2026
Federated Hermes, Inc. · Added +$51M
Change +563K Date Q1 2026
Federated Hermes, Inc. Added· Q1 2026 +$51M +563K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −$50M −542K −90.8% Q1 2026
Qube Research & Technologies Ltd · Exited −$42M
Change −459K Δ Own −100.0% Date Q1 2026
Qube Research & Technologies Ltd Exited· Q1 2026 −$42M −459K −100.0% Q1 2026
Arrowstreet Capital, Limited Partnership · Reduced −$39M
Change −422K Date Q1 2026
Arrowstreet Capital, Limited Partnership Reduced· Q1 2026 −$39M −422K Q1 2026
Bank of America Corp · Added +$38M
Change +420K Date Q1 2026
Bank of America Corp Added· Q1 2026 +$38M +420K Q1 2026
Healthcare of Ontario Pension Plan Trust Fund · Added +$33M
Change +362K Date Q1 2026
Healthcare of Ontario Pension Plan Trust Fund Added· Q1 2026 +$33M +362K Q1 2026
State Street · Reduced −$30M
Change −330K Date Q1 2026
State Street Reduced· Q1 2026 −$30M −330K Q1 2026
Wells Fargo & Company · Added +$29M
Change +319K Date Q1 2026
Wells Fargo & Company Added· Q1 2026 +$29M +319K Q1 2026
Raymond James Financial Inc · Added +$26M
Change +281K Date Q1 2026
Raymond James Financial Inc Added· Q1 2026 +$26M +281K Q1 2026
Envestnet Asset Management Inc · Added +$24M
Change +267K Date Q1 2026
Envestnet Asset Management Inc Added· Q1 2026 +$24M +267K Q1 2026
Data through Q1 2026 · filed Jun 10, 2026
15 of 797

Famous investor activity in Principal Financial Group, Inc. (PFG)

Principal Financial Group, Inc. (PFG) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Mitchell H. Elizabeth · Director Grant (A) 80
Owned 13K ΔOwn +0.6% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Mitchell H. Elizabeth Director Grant (A) 80 13K +0.6% Jun 26, 2026 Jun 30, 2026
Rivera Alfredo · Director 2 operations 142
Price $107.75 Owned 3K Trade date Jun 26, 2026 Filed date Jun 30, 2026
Rivera Alfredo Director 2 operations $107.75 142 3K Jun 26, 2026 Jun 30, 2026
Richer Clare Stack · Director Grant (A) 142
Owned 21K ΔOwn +0.7% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Richer Clare Stack Director Grant (A) 142 21K +0.7% Jun 26, 2026 Jun 30, 2026
Pickerell Blair · Director Grant (A) 281
Owned 40K ΔOwn +0.7% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Pickerell Blair Director Grant (A) 281 40K +0.7% Jun 26, 2026 Jun 30, 2026
Nordin Diane C. · Director Grant (A) 217
Owned 31K ΔOwn +0.7% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Nordin Diane C. Director Grant (A) 217 31K +0.7% Jun 26, 2026 Jun 30, 2026
Muruzabal Claudio · Director Grant (A) 100
Owned 14K ΔOwn +0.7% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Muruzabal Claudio Director Grant (A) 100 14K +0.7% Jun 26, 2026 Jun 30, 2026
Mills Scott · Director 2 operations 405
Price $107.75 Owned 20K Trade date Jun 26, 2026 Filed date Jun 30, 2026
Mills Scott Director 2 operations $107.75 405 20K Jun 26, 2026 Jun 30, 2026
Hochschild Roger C. · Director 2 operations 513
Price $107.75 Owned 30K Trade date Jun 26, 2026 Filed date Jun 30, 2026
Hochschild Roger C. Director 2 operations $107.75 513 30K Jun 26, 2026 Jun 30, 2026
Carter Miller Jocelyn · Director Grant (A) 669
Owned 91K ΔOwn +0.7% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Carter Miller Jocelyn Director Grant (A) 669 91K +0.7% Jun 26, 2026 Jun 30, 2026
Beams Mary E. · Director Grant (A) 109
Owned 17K ΔOwn +0.6% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Beams Mary E. Director Grant (A) 109 17K +0.6% Jun 26, 2026 Jun 30, 2026
Auerbach Jonathan · Director Grant (A) 166
Owned 23K ΔOwn +0.7% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Auerbach Jonathan Director Grant (A) 166 23K +0.7% Jun 26, 2026 Jun 30, 2026
Pitz Joel · Officer 2 operations 236
Owned 3K Trade date Jun 26, 2026 Filed date Jun 30, 2026
Pitz Joel Officer 2 operations 236 3K Jun 26, 2026 Jun 30, 2026
Bhatia Kamal · Officer Grant (A) 430
Owned 65K ΔOwn +0.7% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Bhatia Kamal Officer Grant (A) 430 65K +0.7% Jun 26, 2026 Jun 30, 2026
Littlefield Christopher J. · Officer Grant (A) 559
Owned 77K ΔOwn +0.7% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Littlefield Christopher J. Officer Grant (A) 559 77K +0.7% Jun 26, 2026 Jun 30, 2026
Kay Kathleen B. · Officer Grant (A) 398
Owned 44K ΔOwn +0.9% Trade date Jun 26, 2026 Filed date Jun 30, 2026
Kay Kathleen B. Officer Grant (A) 398 44K +0.9% Jun 26, 2026 Jun 30, 2026
15 of 157
15 of 157 Sign in to continue to older insider transactions.

Principal Financial Group, Inc. (PFG) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 28.6M
% of shares outstanding 12.0% Filing date Feb 13, 2024
Vanguard Group Inc 28.6M 12.0% Feb 13, 2024
BlackRock Inc. 18.9M
% of shares outstanding 7.9% Filing date Jan 26, 2024
BlackRock Inc. 18.9M 7.9% Jan 26, 2024
Vanguard Capital Management 15.6M
% of shares outstanding 7.2% Filing date Apr 30, 2026
Vanguard Capital Management 15.6M 7.2% Apr 30, 2026
Vanguard Portfolio Management 11.3M
% of shares outstanding 5.2% Filing date Apr 29, 2026
Vanguard Portfolio Management 11.3M 5.2% Apr 29, 2026
State Street Corp
% of shares outstanding 4.9% Filing date Feb 6, 2023
State Street Corp 4.9% Feb 6, 2023
Capital Research Global Investors 8.5M
% of shares outstanding 3.5% Filing date Feb 13, 2023
Capital Research Global Investors 8.5M 3.5% Feb 13, 2023
Managed Account Advisors LLC 8.1M
% of shares outstanding 3.4% Filing date Feb 9, 2024
Managed Account Advisors LLC 8.1M 3.4% Feb 9, 2024
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Principal Financial Group, Inc. (PFG) ownership FAQ

Who owns PFG?

797 reporting institutions disclosed PFG position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.