Security key
74251V102
- Type / Class
- Equity / COM
- Total 13F shares
- 171,537,204
- Share change
- -2,712,850
- Total reported value
- $12,361,542,518
- Put/Call ratio
- 72%
- Price per share
- $72.07
- Number of holders
- 718
- Value change
- -$199,329,957
- Number of buys
- 268
- Number of sells
- 345
Report period
Q3 2023
Institutions
718
Top holders
10
PFG full security history
Newer quarter: Q4 2023
Previous quarter: Q2 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 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
|
29,456,419
|
$2,233,974,817 | — | 30 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
19,917,907
|
$1,510,574,060 | — | 30 Jun 2023 | |
| NIPPON LIFE INSURANCE CO |
13F
|
Company |
—
class O/S missing
|
18,137,000
|
$1,375,510,000 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
13,722,620
|
$1,040,723,534 | — | 30 Jun 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
10,146,771
|
$769,531,113 | — | 30 Jun 2023 | |
| Capital Research Global Investors |
13F
|
Company |
—
class O/S missing
|
9,149,111
|
$693,868,578 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
5,603,444
|
$424,188,329 | — | 30 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
3,904,863
|
$296,144,810 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
3,872,839
|
$293,722,635 | — | 30 Jun 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
3,848,329
|
$291,857,271 | — | 30 Jun 2023 | |
| NORGES BANK |
13F
|
Company |
—
class O/S missing
|
2,700,235
|
$204,785,822 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
2,662,521
|
$201,925,746 | — | 30 Jun 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
2,661,992
|
$201,885,473 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
2,344,673
|
$177,820,023 | — | 30 Jun 2023 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
2,094,887
|
$158,876,088 | — | 30 Jun 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
2,002,886
|
$151,899,000 | — | 30 Jun 2023 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
1,982,630
|
$150,362,649 | — | 30 Jun 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
1,759,323
|
$133,426,995 | — | 30 Jun 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
1,278,571
|
$96,966,825 | — | 30 Jun 2023 | |
| MAIRS & POWER INC |
13F
|
Company |
—
class O/S missing
|
1,202,659
|
$91,209,648 | — | 30 Jun 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 | — | 30 Jun 2023 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
877,600
|
$66,557,184 | — | 30 Jun 2023 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
—
class O/S missing
|
754,530
|
$57,233,671 | — | 30 Jun 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
676,869
|
$51,333,745 | — | 30 Jun 2023 | |
| Amundi |
13F
|
Individual |
—
class O/S missing
|
668,307
|
$51,185,633 | — | 30 Jun 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
619,796
|
$47,005,330 | — | 30 Jun 2023 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
598,322
|
$45,376,715 | — | 30 Jun 2023 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
586,284
|
$44,463,778 | — | 30 Jun 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
565,692
|
$42,902,081 | — | 30 Jun 2023 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
562,034
|
$42,624,656 | — | 30 Jun 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
533,363
|
$40,450,249 | — | 30 Jun 2023 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
527,218
|
$39,984,216 | — | 30 Jun 2023 | |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
13F
|
Company |
—
class O/S missing
|
488,101
|
$37,017,580 | — | 30 Jun 2023 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
476,381
|
$36,128,735 | — | 30 Jun 2023 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
—
class O/S missing
|
473,664
|
$35,922,678 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
473,407
|
$35,903,186 | — | 30 Jun 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
460,637
|
$34,934,710 | — | 30 Jun 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
456,931
|
$34,653,647 | — | 30 Jun 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
456,049
|
$34,586,756 | — | 30 Jun 2023 | |
| ASSETMARK, INC |
13F
|
Company |
—
class O/S missing
|
444,791
|
$33,732,926 | — | 30 Jun 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
439,223
|
$33,310,692 | — | 30 Jun 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
—
class O/S missing
|
421,147
|
$31,986,115 | — | 30 Jun 2023 | |
| National Pension Service |
13F
|
Company |
—
class O/S missing
|
407,176
|
$30,786,577 | — | 30 Jun 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
401,730
|
$30,467,203 | — | 30 Jun 2023 | |
| Allianz Asset Management GmbH |
13F
|
Company |
—
class O/S missing
|
395,847
|
$30,021,036 | — | 30 Jun 2023 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
394,494
|
$29,918,434 | — | 30 Jun 2023 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
391,229
|
$29,670,807 | — | 30 Jun 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
360,583
|
$27,346,616 | — | 30 Jun 2023 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
346,628
|
$26,288,268 | — | 30 Jun 2023 | |
| Korea Investment CORP |
13F
|
Company |
—
class O/S missing
|
338,691
|
$25,686,325 | — | 30 Jun 2023 |
Institutional Holders of PRINCIPAL FINANCIAL GROUP INC - COM (PFG) as of Q3 2023
As of 30 Sep 2023,
PRINCIPAL FINANCIAL GROUP INC - COM (PFG) was held by
718 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
171,537,204 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, WELLINGTON MANAGEMENT GROUP LLP, DIMENSIONAL FUND ADVISORS LP, and NORTHERN TRUST CORP.
This page lists
719
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
725
Q3 2023 holders
718
Holder diff
-7
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 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.