Also trades as: 0KO5.L (LSE) · $vol 0M
PFG Institutional Ownership
Principal Financial Group, Inc.
1W: +3.1%
1M: -4.0%
3M: -3.5%
YTD: +23.2%
1Y: +39.9%
3Y: +71.9%
5Y: +86.9%
$111.98
+1.85 (+1.68%)
After Hours: $112.61 (+0.63, +0.56%)
Weekly Expected Move ±2.5%
$103
$106
$109
$111
$114
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $145.3M held by 225 funds, 81 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — PFG
1,014
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
$17B
Total Invested
114
New Positions
394
Increased
327
Reduced
58
Closed
0.78
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1084 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20,014,673 | $2.2B | -307,685 | -1.5% | 8Q | SEC ↗ |
| 2 | NIPPON LIFE INSURANCE CO | 18,137,000 | $2.0B | — | +0.0% | 99Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 13,479,468 | $1.5B | +5,260 | +0.0% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11,266,018 | $1.2B | +1,184 | +0.0% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 10,264,856 | $1.1B | +85,014 | +0.8% | 46Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 6,884,023 | $758M | -1,935,429 | -21.9% | 15Q | SEC ↗ |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 6,502,068 | $716M | +578,132 | +9.8% | 15Q | SEC ↗ |
| 8 | Sixth Street Partners Management Compa NEW | 6,502,068 | $716M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Capital World Investors | 6,040,005 | $665M | +13,124 | +0.2% | 2Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5,681,672 | $626M | +21,005 | +0.4% | 92Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 3,923,279 | $432M | +36,770 | +0.9% | 99Q | SEC ↗ |
| 12 | Invesco Ltd. | 3,771,641 | $415M | +229,659 | +6.5% | 87Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 3,249,703 | $358M | -84,003 | -2.5% | 99Q | SEC ↗ |
| 14 | MORGAN STANLEY | 2,988,144 | $329M | -18,143 | -0.6% | 60Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 2,500,019 | $275M | -254,258 | -9.2% | 15Q | SEC ↗ |
| 16 | AQR CAPITAL MANAGEMENT LLC | 2,315,065 | $255M | -141,668 | -5.8% | 16Q | SEC ↗ |
| 17 | UBS AM, a distinct business unit of UB | 2,216,125 | $244M | +244,550 | +12.4% | 63Q | SEC ↗ |
| 18 | NORGES BANK NEW | 2,014,675 | $222M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Legal & General Group Plc | 1,529,483 | $168M | -165,113 | -9.7% | 27Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 1,472,797 | $162M | +283,204 | +23.8% | 99Q | SEC ↗ |
| 21 | UBS Group AG | 1,296,073 | $143M | +129,343 | +11.1% | 47Q | SEC ↗ |
| 22 | DEUTSCHE BANK AG | 1,231,533 | $136M | -152,110 | -11.0% | 52Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 1,153,947 | $127M | -36,606 | -3.1% | 76Q | SEC ↗ |
| 24 | HSBC HOLDINGS PLC | 1,153,117 | $127M | +372,374 | +47.7% | 71Q | SEC ↗ |
| 25 | LPL Financial LLC | 1,134,085 | $125M | +405,621 | +55.7% | 61Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO | 1,120,944 | $123M | -9,232 | -0.8% | 2Q | SEC ↗ |
| 27 | FEDERATED HERMES, INC. | 972,814 | $107M | +391,467 | +67.3% | 75Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 924,893 | $102M | +47,248 | +5.4% | 67Q | SEC ↗ |
| 29 | Amundi | 895,365 | $99M | -256,452 | -22.3% | 21Q | SEC ↗ |
| 30 | AMERICAN CENTURY COMPANIES INC | 874,031 | $96M | +282,803 | +47.8% | 15Q | SEC ↗ |
| 31 | AustralianSuper Pty Ltd | 769,378 | $85M | -168,095 | -17.9% | 15Q | SEC ↗ |
| 32 | VICTORY CAPITAL MANAGEMENT INC | 759,254 | $84M | +31,330 | +4.3% | 45Q | SEC ↗ |
| 33 | WELLS FARGO & COMPANY/MN | 755,407 | $83M | +176,797 | +30.6% | 99Q | SEC ↗ |
| 34 | BNP PARIBAS ASSET MANAGEMENT Holding S | 754,096 | $83M | +246,521 | +48.6% | 62Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 683,606 | $75M | +81,409 | +13.5% | 7Q | SEC ↗ |
| 36 | BARCLAYS PLC | 665,971 | $73M | -60,165 | -8.3% | 67Q | SEC ↗ |
| 37 | Swiss National Bank | 611,500 | $67M | -33,300 | -5.2% | 53Q | SEC ↗ |
| 38 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 591,790 | $65M | -141 | -0.0% | 9Q | SEC ↗ |
| 39 | National Pension Service | 537,896 | $59M | +406,427 | +309.1% | 48Q | SEC ↗ |
| 40 | BNP PARIBAS FINANCIAL MARKETS | 534,331 | $59M | -32,033 | -5.7% | 58Q | SEC ↗ |
| 41 | Nuveen, LLC | 518,497 | $57M | -85,418 | -14.1% | 6Q | SEC ↗ |
| 42 | Mitsubishi UFJ Asset Management Co., L | 503,256 | $55M | +22,854 | +4.8% | 69Q | SEC ↗ |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 482,776 | $53M | -27,118 | -5.3% | 61Q | SEC ↗ |
| 44 | VANGUARD ASSET MANAGEMENT, Ltd | 480,845 | $53M | +28,519 | +6.3% | 2Q | SEC ↗ |
| 45 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 468,554 | $52M | +51,690 | +12.4% | 25Q | SEC ↗ |
| 46 | FMR LLC | 462,810 | $51M | -81,116 | -14.9% | 99Q | SEC ↗ |
| 47 | VIRGINIA RETIREMENT SYSTEMS ET Al | 438,113 | $48M | +26,313 | +6.4% | 4Q | SEC ↗ |
| 48 | Vanguard Global Advisers, LLC | 430,966 | $47M | -7,690 | -1.8% | 2Q | SEC ↗ |
| 49 | California Public Employees Retirement | 416,664 | $46M | +6,244 | +1.5% | 82Q | SEC ↗ |
| 50 | RHUMBLINE ADVISERS | 414,014 | $46M | -31,238 | -7.0% | 96Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 6,502,068 | $716M |
| NORGES BANK | 2,014,675 | $222M |
| CHASE INVESTMENT COUNSEL CORP | 68,764 | $8M |
| Nykredit A/S | 59,716 | $7M |
| TUDOR INVESTMENT CORP ET AL | 47,548 | $5M |
| JUPITER ASSET MANAGEMENT LTD | 33,333 | $4M |
| PEAK6 LLC | 31,529 | $3M |
| Jupiter Topco LLC | 23,952 | $3M |
| MILLENNIUM MANAGEMENT LLC | 23,674 | $3M |
| HRT FINANCIAL LP | 20,418 | $2M |
| Neo Ivy Capital Management | 15,807 | $2M |
| STANCE CAPITAL LLC | 15,791 | $2M |
| BAYVIEW ASSET MANAGEMENT, LLC | 13,799 | $2M |
| FIDEURAM - INTESA SANPAOLO PRIVATE | 13,304 | $1M |
| JSF Financial, LLC | 12,590 | $1M |
| Forty-three Eighteen Advisors, LLC | 12,471 | $1M |
| Oak Thistle LLC | 9,636 | $1M |
| TWO SIGMA SECURITIES, LLC | 8,178 | $901K |
| Virtu Financial LLC | 6,431 | $708K |
| ExodusPoint Capital Management, LP | 6,269 | $690K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Qube Research & Technologies Ltd | 459,205 | $51M |
| CANADA PENSION PLAN INVESTMENT BOAR | 169,710 | $19M |
| Tredje AP-fonden | 93,517 | $10M |
| Interval Partners, LP | 87,808 | $10M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 55,500 | $6M |
| Econ Financial Services Corp | 44,914 | $5M |
| Skandinaviska Enskilda Banken AB (p | 44,875 | $5M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 39,665 | $4M |
| Connor, Clark & Lunn Investment Man | 33,121 | $4M |
| ALGERT GLOBAL LLC | 27,350 | $3M |
| iSAM Funds (UK) Ltd | 23,233 | $3M |
| GROUPAMA ASSET MANAGMENT | 19,689 | $2M |
| LECAP ASSET MANAGEMENT LTD | 19,682 | $2M |
| Holocene Advisors, LP | 19,232 | $2M |
| CAPITAL FUND MANAGEMENT S.A. | 18,292 | $2M |
| Y-Intercept (Hong Kong) Ltd | 18,139 | $2M |
| Voleon Capital Management LP | 16,936 | $2M |
| SummitTX Capital, L.P. | 16,511 | $2M |
| United Super Pty Ltd in its capacit | 16,500 | $2M |
| Impact Partnership Wealth, LLC | 16,053 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +578,132 | +9.8% | 6,502,068 |
| National Pension Service | +406,427 | +309.1% | 537,896 |
| LPL Financial LLC | +405,621 | +55.7% | 1,134,085 |
| FEDERATED HERMES, INC. | +391,467 | +67.3% | 972,814 |
| Caisse de depot et placement du Que | +390,641 | +3548.4% | 401,650 |
| HSBC HOLDINGS PLC | +372,374 | +47.7% | 1,153,117 |
| JPMORGAN CHASE & CO | +283,204 | +23.8% | 1,472,797 |
| AMERICAN CENTURY COMPANIES INC | +282,803 | +47.8% | 874,031 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +246,521 | +48.6% | 754,096 |
| UBS AM, a distinct business unit of | +244,550 | +12.4% | 2,216,125 |
| STRS OHIO | +232,420 | +4465.3% | 237,625 |
| Invesco Ltd. | +229,659 | +6.5% | 3,771,641 |
| CITIGROUP INC | +185,304 | +91.4% | 388,059 |
| WELLS FARGO & COMPANY/MN | +176,797 | +30.6% | 755,407 |
| ASR Vermogensbeheer N.V. | +157,919 | +844.5% | 176,618 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +144,600 | +13944.1% | 145,637 |
| Gotham Asset Management, LLC | +133,701 | +74.9% | 312,152 |
| UBS Group AG | +129,343 | +11.1% | 1,296,073 |
| Federation des caisses Desjardins d | +106,628 | +277.5% | 145,051 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +96,855 | +48.0% | 298,736 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -1,935,429 | -21.9% | 6,884,023 |
| FIRST TRUST ADVISORS LP | -412,765 | -74.3% | 142,722 |
| BlackRock, Inc. | -307,685 | -1.5% | 20,014,673 |
| Amundi | -256,452 | -22.3% | 895,365 |
| TWO SIGMA INVESTMENTS, LP | -254,287 | -83.4% | 50,500 |
| GOLDMAN SACHS GROUP INC | -254,258 | -9.2% | 2,500,019 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | -228,063 | -50.6% | 222,530 |
| Bridgewater Associates, LP | -204,910 | -92.8% | 16,012 |
| AustralianSuper Pty Ltd | -168,095 | -17.9% | 769,378 |
| Legal & General Group Plc | -165,113 | -9.7% | 1,529,483 |
| DEUTSCHE BANK AG | -152,110 | -11.0% | 1,231,533 |
| AQR CAPITAL MANAGEMENT LLC | -141,668 | -5.8% | 2,315,065 |
| FORT WASHINGTON INVESTMENT ADVISORS | -140,126 | -34.3% | 268,408 |
| TRUST POINT INC. | -131,059 | -35.5% | 238,017 |
| SG Americas Securities, LLC | -102,377 | -31.3% | 224,983 |
| Assenagon Asset Management S.A. | -99,225 | -94.2% | 6,152 |
| Mediolanum International Funds Ltd | -97,033 | -84.0% | 18,516 |
| Eurizon Capital SGR S.p.A. | -94,976 | -24.8% | 287,951 |
| Nuveen, LLC | -85,418 | -14.1% | 518,497 |
| NORTHERN TRUST CORP | -84,003 | -2.5% | 3,249,703 |