Principal Financial Group, Inc. (PFG) Institutional Ownership & Insider Trading

954 institutions reported holding Principal Financial Group, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 13 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

PFGPrincipal Financial Group, Inc.Follow PFG — free

Asset Management · Financials

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Market cap: 23.2B
P/E TTM: 15.5
Dividend yield: 2.9%
52-week: —
Next earnings: 26 Oct, in 2 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

954 institutions held 79.8% of the shares. Across filers that reported both quarters, shares held changed +0.1%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	954	171	+0.1%	314	89	226	37
Mar 26	900	168	+8.0%	298	77	218	57
Dec 25	872	160	-2.4%	271	75	219	46
Sep 25	805	160	-2.5%	236	50	228	32
Jun 25	797	165	-1.3%	256	47	230	69
Mar 25	817	164	+2.7%	246	82	215	39
Dec 24	765	162	-2.1%	200	39	237	59
Sep 24	761	161	-3.1%	197	52	253	60

Principal Financial Group, Inc. — questions

Who owns Principal Financial Group, Inc. stock?: 954 institutions reported Principal Financial Group, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (9.3%), NIPPON LIFE INSURANCE CO (8.5%), VANGUARD CAPITAL MANAGEMENT LLC (6.3%).
Are Principal Financial Group, Inc. insiders buying or selling?: 13 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Principal Financial Group, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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