PRINCIPAL FINANCIAL GROUP INC - COM (PFG)

CUSIP: 74251V102

Q2 2023 13F Holders as of 30 Jun 2023

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

Quarterly Holders Quick Answers

What is CUSIP 74251V102?
CUSIP 74251V102 identifies PFG - PRINCIPAL FINANCIAL GROUP INC - COM in SEC institutional holdings data.

Need full ownership history?
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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 by the holder's primary source 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
13F
BlackRock Finance, Inc.
13F
Company
class O/S missing
21,447,933
$1,594,010,403 31 Mar 2023
13F
NIPPON LIFE INSURANCE CO
13F
Company
class O/S missing
18,137,000
$1,347,942,000 31 Mar 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
16,593,788
$1,233,250,297 31 Mar 2023
13F
STATE STREET CORP
13F
Company
class O/S missing
9,888,150
$734,887,308 31 Mar 2023
13F
Capital Research Global Investors
13F
Company
class O/S missing
8,335,972
$619,529,439 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
class O/S missing
5,515,839
$409,318,398 31 Mar 2023
13F
FIRST TRUST ADVISORS LP
13F
Company
class O/S missing
4,902,024
$364,318,423 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
3,958,748
$294,214,152 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
3,645,475
$270,931,778 31 Mar 2023
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
class O/S missing
2,977,457
$221,284,604 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
class O/S missing
2,893,864
$215,072,098 31 Mar 2023
13F
NORGES BANK
13F
Company
class O/S missing
2,641,254
$196,297,997 31 Mar 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
2,379,225
$176,823,952 31 Mar 2023
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
2,164,641
$160,877,000 31 Mar 2023
13F
Legal & General Group Plc
13F
Company
class O/S missing
1,817,299
$135,061,520 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
1,809,743
$134,500,044 31 Mar 2023
13F
Invesco Ltd.
13F
Company
class O/S missing
1,799,708
$133,754,300 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
1,281,221
$95,220,344 31 Mar 2023
13F
MAIRS & POWER INC
13F
Company
class O/S missing
1,218,735
$90,576,375 31 Mar 2023
13F
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
13F
Swiss National Bank
13F
Company
class O/S missing
971,100
$72,172,152 31 Mar 2023
13F
CREDIT SUISSE AG/
13F
Company
class O/S missing
792,476
$58,912,666 31 Mar 2023
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
class O/S missing
745,097
$55,375,609 31 Mar 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
713,996
$53,064,183 31 Mar 2023
13F
Amundi
13F
Individual
class O/S missing
654,333
$47,812,113 31 Mar 2023
13F
BARCLAYS PLC
13F
Company
class O/S missing
642,116
$47,722,061 31 Mar 2023
13F
FMR LLC
13F
Company
class O/S missing
630,408
$46,851,949 31 Mar 2023
13F
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
class O/S missing
625,035
$46,452,602 31 Mar 2023
13F
DEUTSCHE BANK AG\
13F
Company
class O/S missing
616,822
$45,842,211 31 Mar 2023
13F
HSBC HOLDINGS PLC
13F
Company
class O/S missing
615,918
$45,708,836 31 Mar 2023
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
612,526
$44,892,046 31 Mar 2023
13F
Nuveen Asset Management, LLC
13F
Company
class O/S missing
573,994
$42,659,000 31 Mar 2023
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
class O/S missing
521,696
$38,772,447 31 Mar 2023
13F
RHUMBLINE ADVISERS
13F
Company
class O/S missing
520,830
$38,708,000 31 Mar 2023
13F
ASSETMARK, INC
13F
Company
class O/S missing
495,350
$36,814,407 31 Mar 2023
13F
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
13F
Company
class O/S missing
488,013
$36,269,126 31 Mar 2023
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
481,562
$35,790,208 31 Mar 2023
13F
Skandinaviska Enskilda Banken AB (publ)
13F
Company
class O/S missing
469,583
$34,895,000 31 Mar 2023
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
class O/S missing
420,679
$31,264,863 31 Mar 2023
13F
Allianz Asset Management GmbH
13F
Company
class O/S missing
407,013
$30,249,206 31 Mar 2023
13F
Cerity Partners LLC
13F
Company
class O/S missing
6,879
$29,856,312 31 Mar 2023
13F
Brandywine Global Investment Management, LLC
13F
Company
class O/S missing
398,751
$29,635,174 31 Mar 2023
13F
NORTH STAR ASSET MANAGEMENT INC
13F
Company
class O/S missing
391,444
$29,092,127 31 Mar 2023
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
class O/S missing
4,124,958
$28,764,916 31 Mar 2023
13F
National Pension Service
13F
Company
class O/S missing
369,024
$27,359,439 31 Mar 2023
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
class O/S missing
359,156
$26,692,474 31 Mar 2023
13F
CITIGROUP INC
13F
Company
class O/S missing
350,424
$26,043,511 31 Mar 2023
13F
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
13F
Individual
class O/S missing
345,951
$25,711,078 31 Mar 2023
13F
UBS Group AG
13F
Company
class O/S missing
336,592
$25,015,518 31 Mar 2023
13F

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.
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