Also trades as: 0KO5.L (LSE) · $vol 0M
PFG NASDAQ
Principal Financial Group, Inc.
1W: +3.1%
1M: +6.7%
3M: +8.5%
YTD: +16.2%
1Y: +32.8%
3Y: +70.7%
5Y: +84.5%
$103.85
-0.07 (-0.07%)
After Hours: $103.55 (-0.30, -0.29%)
Weekly Expected Move ±2.2%
$96
$98
$101
$103
$105
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — PFG
994
Institutional Holders
+38 vs prior quarter
0.0%
Ownership
+0.00pp
$13B
Total Invested
111
New Positions
316
Increased
395
Reduced
159
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1095 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 26,969,104 | $2.8B | -162,252 | -0.6% | 12Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 26,948,416 | $2.8B | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 20,322,358 | $2.1B | -91,763 | -0.4% | 7Q | SEC ↗ |
| 4 | NIPPON LIFE INSURANCE CO | 18,137,000 | $1.9B | — | +0.0% | 13Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 11,264,834 | $1.2B | — | +0.0% | 1Q | SEC ↗ |
| 6 | STATE STREET CORP | 10,179,842 | $1.1B | -329,518 | -3.1% | 13Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 8,819,452 | $$916M | +420,319 | +5.0% | 13Q | SEC ↗ |
| 8 | Capital World Investors NEW | 6,026,881 | $$626M | — | +0.0% | 1Q | SEC ↗ |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 5,923,936 | $$615M | +4,479,254 | +310.1% | 13Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5,660,667 | $$588M | +84,938 | +1.5% | 13Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 3,886,509 | $$404M | +119,327 | +3.2% | 13Q | SEC ↗ |
| 12 | Invesco Ltd. | 3,541,982 | $$368M | +257,248 | +7.8% | 13Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 3,333,706 | $$346M | -93,906 | -2.7% | 13Q | SEC ↗ |
| 14 | NORGES BANK NEW | 3,098,015 | $$322M | — | +0.0% | 1Q | SEC ↗ |
| 15 | MORGAN STANLEY | 3,079,857 | $$320M | +55,669 | +1.8% | 12Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 2,754,277 | $$286M | -2,243,670 | -44.9% | 13Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC | 2,456,733 | $$255M | +108,500 | +4.6% | 13Q | SEC ↗ |
| 18 | UBS AM, a distinct business unit of UB | 1,971,575 | $$205M | -5,323 | -0.3% | 13Q | SEC ↗ |
| 19 | Legal & General Group Plc | 1,694,596 | $$176M | +55,294 | +3.4% | 13Q | SEC ↗ |
| 20 | DEUTSCHE BANK AG | 1,383,643 | $$144M | +229,038 | +19.8% | 13Q | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 1,190,553 | $$124M | -23,330 | -1.9% | 13Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 1,189,593 | $$124M | +121,778 | +11.4% | 13Q | SEC ↗ |
| 23 | UBS Group AG | 1,166,730 | $$121M | +207,388 | +21.6% | 13Q | SEC ↗ |
| 24 | Amundi | 1,151,817 | $$120M | -84,568 | -6.8% | 13Q | SEC ↗ |
| 25 | VANGUARD FIDUCIARY TRUST CO NEW | 1,130,176 | $$117M | — | +0.0% | 1Q | SEC ↗ |
| 26 | AustralianSuper Pty Ltd | 937,473 | $$97M | +40,763 | +4.5% | 13Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 877,645 | $$91M | +108,963 | +14.2% | 13Q | SEC ↗ |
| 28 | HSBC HOLDINGS PLC | 780,743 | $$81M | -843,385 | -51.9% | 13Q | SEC ↗ |
| 29 | MARSHALL WACE, LLP | 732,606 | $$76M | +305,592 | +71.6% | 5Q | SEC ↗ |
| 30 | LPL Financial LLC | 728,464 | $$76M | +207,145 | +39.7% | 13Q | SEC ↗ |
| 31 | VICTORY CAPITAL MANAGEMENT INC | 727,924 | $$76M | +136,086 | +23.0% | 13Q | SEC ↗ |
| 32 | BARCLAYS PLC | 726,136 | $$75M | +141,892 | +24.3% | 13Q | SEC ↗ |
| 33 | Swiss National Bank | 644,800 | $$67M | +33,900 | +5.5% | 13Q | SEC ↗ |
| 34 | Nuveen, LLC | 603,915 | $$63M | +55,391 | +10.1% | 5Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 602,197 | $$63M | +280,632 | +87.3% | 6Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC | 596,575 | $$62M | +432,363 | +263.3% | 12Q | SEC ↗ |
| 37 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 591,931 | $$61M | +362,028 | +157.5% | 8Q | SEC ↗ |
| 38 | AMERICAN CENTURY COMPANIES INC | 591,228 | $$61M | +161,237 | +37.5% | 13Q | SEC ↗ |
| 39 | BNP PARIBAS FINANCIAL MARKETS | 566,364 | $$59M | -11,525 | -2.0% | 13Q | SEC ↗ |
| 40 | FIRST TRUST ADVISORS LP | 555,487 | $$58M | -132,541 | -19.3% | 13Q | SEC ↗ |
| 41 | FMR LLC | 543,926 | $$56M | -66,595 | -10.9% | 13Q | SEC ↗ |
| 42 | Sumitomo Mitsui Trust Group, Inc. | 509,894 | $$53M | -13,965 | -2.7% | 13Q | SEC ↗ |
| 43 | BNP PARIBAS ASSET MANAGEMENT Holding S | 507,575 | $$53M | +70,358 | +16.1% | 13Q | SEC ↗ |
| 44 | Mitsubishi UFJ Asset Management Co., L | 480,402 | $$50M | +25,227 | +5.5% | 13Q | SEC ↗ |
| 45 | Bridgewater Associates, LP | 475,487 | $$49M | -16,046 | -3.3% | 11Q | SEC ↗ |
| 46 | VANGUARD ASSET MANAGEMENT, Ltd NEW | 452,326 | $$47M | — | +0.0% | 1Q | SEC ↗ |
| 47 | TEACHER RETIREMENT SYSTEM OF TEXAS | 450,593 | $$47M | -17,743 | -3.8% | 5Q | SEC ↗ |
| 48 | RHUMBLINE ADVISERS | 445,252 | $$46M | -6,226 | -1.4% | 13Q | SEC ↗ |
| 49 | Vanguard Global Advisers, LLC NEW | 438,656 | $$46M | — | +0.0% | 1Q | SEC ↗ |
| 50 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 420,035 | $$44M | -100,428 | -19.3% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 26,948,416 | $2.8B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,264,834 | $1.2B |
| Capital World Investors | 6,026,881 | $$626M |
| NORGES BANK | 3,098,015 | $$322M |
| VANGUARD FIDUCIARY TRUST CO | 1,130,176 | $$117M |
| VANGUARD ASSET MANAGEMENT, Ltd | 452,326 | $$47M |
| Vanguard Global Advisers, LLC | 438,656 | $$46M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 209,100 | $$22M |
| Vanguard Investments Australia, Ltd | 108,827 | $$11M |
| CIBC Bancorp USA Inc. | 59,136 | $$6M |
| LAZARD ASSET MANAGEMENT LLC | 51,957 | $$5M |
| CIBC WORLD MARKET INC. | 49,798 | $$5M |
| SEB Asset Management AB | 48,868 | $$5M |
| CIBC WORLD MARKETS CORP | 28,604 | $$3M |
| Tidal Investments LLC | 24,784 | $$3M |
| DAVENPORT & Co LLC | 20,985 | $$2M |
| Virtus Investment Advisers, LLC | 20,576 | $$2M |
| Invst, LLC | 17,091 | $$2M |
| United Super Pty Ltd in its capacit | 16,500 | $$2M |
| WELLINGTON MANAGEMENT GROUP LLP | 14,425 | $$1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Weiss Asset Management LP | 608,926 | $$63M |
| Qube Research & Technologies Ltd | 459,205 | $$48M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 327,368 | $$34M |
| Prana Capital Management, LP | 241,339 | $$25M |
| Alyeska Investment Group, L.P. | 148,973 | $$15M |
| AMF Tjanstepension AB | 95,164 | $$10M |
| Gillson Capital LP | 93,499 | $$10M |
| DARK FOREST CAPITAL MANAGEMENT LP | 69,767 | $$7M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 55,500 | $$6M |
| Entropy Technologies, LP | 48,433 | $$5M |
| HRT FINANCIAL LP | 48,019 | $$5M |
| Econ Financial Services Corp | 44,914 | $$5M |
| Skandinaviska Enskilda Banken AB (p | 44,875 | $$5M |
| Kingstone Capital Partners Texas, L | 43,187 | $$4M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 39,665 | $$4M |
| ExodusPoint Capital Management, LP | 39,146 | $$4M |
| Prospera Capital Management, LLC | 38,897 | $$4M |
| Schonfeld Strategic Advisors LLC | 28,235 | $$3M |
| Graham Capital Management, L.P. | 27,573 | $$3M |
| Jain Global LLC | 27,507 | $$3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +4,479,254 | +310.1% | 5,923,936 |
| CITADEL ADVISORS LLC | +432,363 | +263.3% | 596,575 |
| BANK OF AMERICA CORP /DE | +420,319 | +5.0% | 8,819,452 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +362,028 | +157.5% | 591,931 |
| MARSHALL WACE, LLP | +305,592 | +71.6% | 732,606 |
| RAYMOND JAMES FINANCIAL INC | +280,632 | +87.3% | 602,197 |
| ENVESTNET ASSET MANAGEMENT INC | +266,681 | +434.2% | 328,095 |
| Invesco Ltd. | +257,248 | +7.8% | 3,541,982 |
| DEUTSCHE BANK AG | +229,038 | +19.8% | 1,383,643 |
| UBS Group AG | +207,388 | +21.6% | 1,166,730 |
| LPL Financial LLC | +207,145 | +39.7% | 728,464 |
| STIFEL FINANCIAL CORP | +190,861 | +1276.4% | 205,814 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +185,579 | +80.2% | 416,864 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | +174,100 | +78.1% | 397,100 |
| AMERICAN CENTURY COMPANIES INC | +161,237 | +37.5% | 591,228 |
| Mirae Asset Global Investments Co., | +144,358 | +372.9% | 183,075 |
| BARCLAYS PLC | +141,892 | +24.3% | 726,136 |
| VICTORY CAPITAL MANAGEMENT INC | +136,086 | +23.0% | 727,924 |
| FRANKLIN RESOURCES INC | +134,934 | +93.2% | 279,762 |
| JPMORGAN CHASE & CO | +121,778 | +11.4% | 1,189,593 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -2,243,670 | -44.9% | 2,754,277 |
| HSBC HOLDINGS PLC | -843,385 | -51.9% | 780,743 |
| Man Group plc | -492,527 | -77.3% | 144,831 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -421,803 | -67.6% | 201,881 |
| STATE STREET CORP | -329,518 | -3.1% | 10,179,842 |
| TWO SIGMA ADVISERS, LP | -269,400 | -84.4% | 49,700 |
| D. E. Shaw & Co., Inc. | -207,964 | -91.0% | 20,658 |
| Swedbank AB | -207,073 | -50.2% | 205,073 |
| Caisse de depot et placement du Que | -193,491 | -94.6% | 11,009 |
| Interval Partners, LP | -192,782 | -68.7% | 87,808 |
| JANE STREET GROUP, LLC | -162,298 | -95.0% | 8,463 |
| VANGUARD GROUP INC | -162,252 | -0.6% | 26,969,104 |
| TWO SIGMA INVESTMENTS, LP | -156,792 | -37.4% | 262,337 |
| Candriam S.C.A. | -153,901 | -91.6% | 14,177 |
| MILLENNIUM MANAGEMENT LLC | -138,840 | -52.0% | 128,297 |
| FIRST TRUST ADVISORS LP | -132,541 | -19.3% | 555,487 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | -121,878 | -94.1% | 7,647 |
| Korea Investment CORP | -111,800 | -47.4% | 123,966 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -100,428 | -19.3% | 420,035 |
| NORTHERN TRUST CORP | -93,906 | -2.7% | 3,333,706 |