Principal Financial Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 20.32 M | $1.83 B | -0.45% | 9.00% |
| NIPPON LIFE INSURANCE CO | 04/14/2026 | 18.14 M | $1.63 B | 0.00% | 8.04% |
| 05/15/2026 | 13.47 M | $1.21 B | 100.00% | 5.97% | |
| 05/08/2026 | 11.26 M | $1.02 B | 100.00% | 4.99% | |
| STATE STREET CORP | 05/15/2026 | 10.18 M | $917.31 M | -3.14% | 4.51% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 8.82 M | $794.72 M | 5.00% | 3.91% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 6.03 M | $543.08 M | 100.00% | 2.67% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 5.92 M | $533.81 M | 310.05% | 2.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 5.66 M | $508.16 M | 1.52% | 2.51% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.89 M | $350.19 M | 3.17% | 1.72% |
| INVESCO LTD. | 05/12/2026 | 3.54 M | $319.17 M | 7.83% | 1.57% |
| NORTHERN TRUST CORP | 05/14/2026 | 3.33 M | $300.40 M | -2.74% | 1.48% |
| MORGAN STANLEY | 05/15/2026 | 3.01 M | $270.90 M | -2.39% | 1.33% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.75 M | $248.19 M | 10.21% | 1.22% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 2.46 M | $220.59 M | 4.62% | 1.09% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 1.97 M | $177.66 M | -0.27% | 0.87% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.69 M | $152.70 M | 3.37% | 0.75% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.38 M | $124.68 M | 19.84% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.19 M | $107.28 M | -1.92% | 0.53% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.19 M | $104.96 M | 11.40% | 0.53% |
| UBS GROUP AG | 05/05/2026 | 1.17 M | $105.13 M | 21.62% | 0.52% |
| AMUNDI | 05/18/2026 | 1.15 M | $103.79 M | -6.84% | 0.51% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.13 M | $101.84 M | 100.00% | 0.50% |
| AUSTRALIANSUPER PTY LTD | 05/07/2026 | 937.47 K | $84.48 M | 4.55% | 0.42% |
| ROYAL BANK OF CANADA | 05/15/2026 | 877.65 K | $79.09 M | 14.18% | 0.39% |
| HSBC HOLDINGS PLC | 04/30/2026 | 780.74 K | $70.39 M | -3.86% | 0.35% |
| LPL FINANCIAL LLC | 05/06/2026 | 728.46 K | $65.64 M | 39.73% | 0.32% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 727.92 K | $65.59 M | 22.99% | 0.32% |
| BARCLAYS PLC | 05/15/2026 | 726.14 K | $65.43 M | 24.29% | 0.32% |
| SWISS NATIONAL BANK | 05/07/2026 | 644.80 K | $58.10 M | 5.55% | 0.29% |
| NUVEEN, LLC | 04/30/2026 | 603.92 K | $54.42 M | 10.10% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 602.20 K | $54.26 M | 87.27% | 0.27% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 591.93 K | $53.34 M | 157.47% | 0.26% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 591.23 K | $53.28 M | 37.50% | 0.26% |
| FEDERATED HERMES, INC. | 05/11/2026 | 581.35 K | $52.39 M | 3,112.57% | 0.26% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 578.61 K | $52.14 M | 123.10% | 0.26% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 566.36 K | $51.04 M | -1.99% | 0.25% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 555.49 K | $50.05 M | -19.26% | 0.25% |
| FMR LLC | 05/15/2026 | 543.93 K | $49.01 M | -10.91% | 0.24% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 509.89 K | $45.95 M | -2.67% | 0.23% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 05/14/2026 | 507.58 K | $45.74 M | 16.09% | 0.22% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 480.40 K | $43.29 M | 5.54% | 0.21% |
| VANGUARD ASSET MANAGEMENT, LTD | 05/08/2026 | 452.33 K | $40.76 M | 100.00% | 0.20% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 04/30/2026 | 450.59 K | $40.60 M | -3.79% | 0.20% |
| RHUMBLINE ADVISERS | 05/12/2026 | 445.25 K | $40.12 M | -1.38% | 0.20% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 438.66 K | $39.53 M | 100.00% | 0.19% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 420.04 K | $37.85 M | -19.30% | 0.19% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 416.86 K | $37.56 M | 80.24% | 0.18% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/06/2026 | 410.42 K | $36.98 M | -0.48% | 0.18% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 04/22/2026 | 408.53 K | $36.81 M | 3.79% | 0.18% |
Principal Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 1259 institutional investors and hedge funds held shares of Principal Financial Group Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 20.32 M
NIPPON LIFE INSURANCE CO: 18.14 M
STATE STREET CORP: 10.18 M
BANK OF AMERICA CORP /DE/: 8.82 M
Capital World Investors: 6.03 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5.92 M
74.49% of Principal Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 228.61 M shares in the last 24 months. This purchase volume represents approximately $20.71 B in transactions.