Security key
74251V102
- Type / Class
- Equity / COM
- Total 13F shares
- 173,910,177
- Share change
- -6,765,315
- Total reported value
- $13,187,722,366
- Put/Call ratio
- 75%
- Price per share
- $75.84
- Number of holders
- 725
- Value change
- -$512,155,359
- Number of buys
- 268
- Number of sells
- 359
Report period
Q2 2023
Institutions
725
Top holders
10
PFG full security history
Newer quarter: Q3 2023
Previous quarter: Q1 2023
PRINCIPAL FINANCIAL GROUP INC SEC filings
PRINCIPAL FINANCIAL GROUP INC company facts
PRINCIPAL FINANCIAL GROUP INC 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 74251V102
Recent filing periods:
Top shareholders of PFG - PRINCIPAL FINANCIAL GROUP INC - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
29,740,178
|
$2,210,290,029 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
21,447,933
|
$1,594,010,403 | — | 31 Mar 2023 | |
| NIPPON LIFE INSURANCE CO |
13F
|
Company |
—
class O/S missing
|
18,137,000
|
$1,347,942,000 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
16,593,788
|
$1,233,250,297 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
9,888,150
|
$734,887,308 | — | 31 Mar 2023 | |
| Capital Research Global Investors |
13F
|
Company |
—
class O/S missing
|
8,335,972
|
$619,529,439 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
5,515,839
|
$409,318,398 | — | 31 Mar 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
4,902,024
|
$364,318,423 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
3,958,748
|
$294,214,152 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
3,645,475
|
$270,931,778 | — | 31 Mar 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
2,977,457
|
$221,284,604 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
2,893,864
|
$215,072,098 | — | 31 Mar 2023 | |
| NORGES BANK |
13F
|
Company |
—
class O/S missing
|
2,641,254
|
$196,297,997 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
2,379,225
|
$176,823,952 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
2,164,641
|
$160,877,000 | — | 31 Mar 2023 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
1,817,299
|
$135,061,520 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
1,809,743
|
$134,500,044 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
1,799,708
|
$133,754,300 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
1,281,221
|
$95,220,344 | — | 31 Mar 2023 | |
| MAIRS & POWER INC |
13F
|
Company |
—
class O/S missing
|
1,218,735
|
$90,576,375 | — | 31 Mar 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
1,109,980
|
$82,493,714 | — | 31 Mar 2023 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
971,100
|
$72,172,152 | — | 31 Mar 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
—
class O/S missing
|
792,476
|
$58,912,666 | — | 31 Mar 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
745,097
|
$55,375,609 | — | 31 Mar 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
713,996
|
$53,064,183 | — | 31 Mar 2023 | |
| Amundi |
13F
|
Individual |
—
class O/S missing
|
654,333
|
$47,812,113 | — | 31 Mar 2023 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
642,116
|
$47,722,061 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
630,408
|
$46,851,949 | — | 31 Mar 2023 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
—
class O/S missing
|
625,035
|
$46,452,602 | — | 31 Mar 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
616,822
|
$45,842,211 | — | 31 Mar 2023 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
—
class O/S missing
|
615,918
|
$45,708,836 | — | 31 Mar 2023 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
612,526
|
$44,892,046 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
573,994
|
$42,659,000 | — | 31 Mar 2023 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
521,696
|
$38,772,447 | — | 31 Mar 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
520,830
|
$38,708,000 | — | 31 Mar 2023 | |
| ASSETMARK, INC |
13F
|
Company |
—
class O/S missing
|
495,350
|
$36,814,407 | — | 31 Mar 2023 | |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
13F
|
Company |
—
class O/S missing
|
488,013
|
$36,269,126 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
481,562
|
$35,790,208 | — | 31 Mar 2023 | |
| Skandinaviska Enskilda Banken AB (publ) |
13F
|
Company |
—
class O/S missing
|
469,583
|
$34,895,000 | — | 31 Mar 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
420,679
|
$31,264,863 | — | 31 Mar 2023 | |
| Allianz Asset Management GmbH |
13F
|
Company |
—
class O/S missing
|
407,013
|
$30,249,206 | — | 31 Mar 2023 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
6,879
|
$29,856,312 | — | 31 Mar 2023 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
398,751
|
$29,635,174 | — | 31 Mar 2023 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
391,444
|
$29,092,127 | — | 31 Mar 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
4,124,958
|
$28,764,916 | — | 31 Mar 2023 | |
| National Pension Service |
13F
|
Company |
—
class O/S missing
|
369,024
|
$27,359,439 | — | 31 Mar 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
359,156
|
$26,692,474 | — | 31 Mar 2023 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
350,424
|
$26,043,511 | — | 31 Mar 2023 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
—
class O/S missing
|
345,951
|
$25,711,078 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
336,592
|
$25,015,518 | — | 31 Mar 2023 |
Institutional Holders of PRINCIPAL FINANCIAL GROUP INC - COM (PFG) as of Q2 2023
As of 30 Jun 2023,
PRINCIPAL FINANCIAL GROUP INC - COM (PFG) was held by
725 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
173,910,177 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., NIPPON LIFE INSURANCE CO, BANK OF AMERICA CORP /DE/, STATE STREET CORP, Capital Research Global Investors, GEODE CAPITAL MANAGEMENT, LLC, NORTHERN TRUST CORP, DIMENSIONAL FUND ADVISORS LP, and WELLINGTON MANAGEMENT GROUP LLP.
This page lists
726
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
732
Q2 2023 holders
725
Holder diff
-7
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.