Principal Financial Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 20.01 M | $2.16 B | -1.51% | 9.15% |
| NIPPON LIFE INSURANCE CO | 07/13/2026 | 18.14 M | $1.95 B | 0.00% | 8.29% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 13.48 M | $1.45 B | 0.04% | 6.16% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 11.27 M | $1.21 B | 0.01% | 5.15% |
| STATE STREET CORP | 08/07/2026 | 10.26 M | $1.11 B | 0.84% | 4.69% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 6.88 M | $741.96 M | -21.95% | 3.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 6.50 M | $700.79 M | 9.76% | 2.97% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 6.50 M | $700.79 M | 100.00% | 2.97% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 6.04 M | $650.99 M | 0.22% | 2.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 5.68 M | $609.99 M | 0.37% | 2.60% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.92 M | $422.87 M | 0.95% | 1.79% |
| INVESCO LTD. | 08/14/2026 | 3.77 M | $406.51 M | 6.48% | 1.72% |
| NORTHERN TRUST CORP | 08/13/2026 | 3.25 M | $350.25 M | -2.52% | 1.49% |
| MORGAN STANLEY | 08/13/2026 | 2.99 M | $322.06 M | -0.60% | 1.37% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.50 M | $269.45 M | -9.23% | 1.14% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 2.32 M | $249.52 M | -5.77% | 1.06% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 2.22 M | $238.85 M | 12.40% | 1.01% |
| NORGES BANK | 08/12/2026 | 2.01 M | $217.14 M | 100.00% | 0.92% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 1.53 M | $164.85 M | -9.74% | 0.70% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.47 M | $159.81 M | 23.81% | 0.67% |
| UBS GROUP AG | 08/13/2026 | 1.30 M | $139.69 M | 11.09% | 0.59% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 1.23 M | $132.73 M | -10.99% | 0.56% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.15 M | $124.37 M | -3.07% | 0.53% |
| HSBC HOLDINGS PLC | 08/14/2026 | 1.15 M | $124.30 M | 47.69% | 0.53% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.13 M | $122.23 M | 55.68% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 1.12 M | $120.82 M | -0.82% | 0.51% |
| FEDERATED HERMES, INC. | 08/12/2026 | 972.81 K | $104.85 M | 67.34% | 0.44% |
| ROYAL BANK OF CANADA | 08/14/2026 | 924.89 K | $99.69 M | 5.38% | 0.42% |
| AMUNDI | 08/11/2026 | 895.37 K | $96.50 M | -22.27% | 0.41% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 874.03 K | $94.20 M | 47.83% | 0.40% |
| AUSTRALIANSUPER PTY LTD | 08/12/2026 | 769.38 K | $82.92 M | -17.93% | 0.35% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 759.25 K | $81.83 M | 4.30% | 0.35% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 755.41 K | $81.42 M | 30.56% | 0.35% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 08/13/2026 | 754.10 K | $81.28 M | 48.57% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 683.61 K | $73.68 M | 13.52% | 0.31% |
| BARCLAYS PLC | 08/14/2026 | 665.97 K | $71.78 M | -8.29% | 0.30% |
| SWISS NATIONAL BANK | 08/11/2026 | 611.50 K | $65.91 M | -5.16% | 0.28% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 591.79 K | $63.78 M | -0.02% | 0.27% |
| NATIONAL PENSION SERVICE | 08/13/2026 | 537.90 K | $57.97 M | 309.14% | 0.25% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 534.33 K | $57.59 M | -5.66% | 0.24% |
| NUVEEN, LLC | 08/11/2026 | 518.50 K | $55.88 M | -14.14% | 0.24% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 08/07/2026 | 503.26 K | $54.24 M | 4.76% | 0.23% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 482.78 K | $52.03 M | -5.32% | 0.22% |
| VANGUARD ASSET MANAGEMENT, LTD | 08/13/2026 | 480.85 K | $51.83 M | 6.31% | 0.22% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 468.55 K | $50.50 M | 12.40% | 0.21% |
| FMR LLC | 08/13/2026 | 462.81 K | $49.88 M | -14.91% | 0.21% |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 08/25/2026 | 438.11 K | $47.22 M | 6.39% | 0.20% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 430.97 K | $46.45 M | -1.75% | 0.20% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2026 | 416.66 K | $44.91 M | 1.52% | 0.19% |
| RHUMBLINE ADVISERS | 08/12/2026 | 414.01 K | $44.62 M | -7.02% | 0.19% |
Principal Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 1358 institutional investors and hedge funds held shares of Principal Financial Group Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 20.01 M
NIPPON LIFE INSURANCE CO: 18.14 M
VANGUARD CAPITAL MANAGEMENT LLC: 13.48 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 11.27 M
STATE STREET CORP: 10.26 M
BANK OF AMERICA CORP /DE/: 6.88 M
81.00% of Principal Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 259.94 M shares in the last 24 months. This purchase volume represents approximately $23.55 B in transactions.