Security key
74251V102
PRINCIPAL FINANCIAL GROUP INC - Common Stock (PFG)
CUSIP: 74251V102
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 216,900,501
- Total 13F shares
- 167,805,485
- Share change
- -4,091,311
- Total reported value
- $13,200,527,800
- Put/Call ratio
- 85%
- Price per share
- $78.67
- Number of holders
- 748
- Value change
- -$312,800,602
- Number of buys
- 290
- Number of sells
- 357
Report period
Q4 2023
Institutions
748
Top holders
10
PFG full security history
Newer quarter: Q1 2024
Previous quarter: Q3 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:
Ownership snapshot
Top shareholders of PFG - PRINCIPAL FINANCIAL GROUP INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
Lead holder
VANGUARD GROUP INC
13D/G signal
—
Evidence rows
50
Latest as of
30 Sep 2023
13F
Lead comparable stake: 13%
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
13%
|
$2,092,509,784
29,034,408 shares
|
— | 30 Sep 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
9%
|
$1,408,119,269
19,538,217 shares
|
— | 30 Sep 2023 |
| NIPPON LIFE INSURANCE CO |
13F
Company
|
8.4%
|
$1,307,134,000
18,137,000 shares
|
— | 30 Sep 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
5.6%
|
$871,819,152
12,096,839 shares
|
— | 30 Sep 2023 |
| STATE STREET CORP |
13F
Company
|
4.6%
|
$711,522,030
9,872,652 shares
|
— | 30 Sep 2023 |
| Capital Research Global Investors |
13F
Company
|
4.5%
|
$706,002,981
9,796,073 shares
|
— | 30 Sep 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.4%
|
$371,617,797
5,163,150 shares
|
— | 30 Sep 2023 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
2%
|
$318,835,879
4,423,975 shares
|
— | 30 Sep 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
1.8%
|
$282,765,325
3,922,987 shares
|
— | 30 Sep 2023 |
| NORTHERN TRUST CORP |
13F
Company
|
1.8%
|
$282,580,345
3,920,915 shares
|
— | 30 Sep 2023 |
| NORGES BANK |
13F
Company
|
1.3%
|
$197,559,437
2,741,216 shares
|
— | 30 Sep 2023 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
1.2%
|
$190,215,504
2,639,316 shares
|
— | 30 Sep 2023 |
| MORGAN STANLEY |
13F
Company
|
1.2%
|
$188,382,470
2,613,880 shares
|
— | 30 Sep 2023 |
| Invesco Ltd. |
13F
Company
|
1%
|
$160,842,716
2,231,757 shares
|
— | 30 Sep 2023 |
| Legal & General Group Plc |
13F
Company
|
0.92%
|
$144,591,835
2,006,272 shares
|
— | 30 Sep 2023 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
0.9%
|
$141,088,243
1,957,656 shares
|
— | 30 Sep 2023 |
| ROYAL BANK OF CANADA |
13F
Company
|
0.85%
|
$133,089,000
1,846,670 shares
|
— | 30 Sep 2023 |
| Bank of New York Mellon Corp |
13F
Company
|
0.75%
|
$117,755,774
1,633,908 shares
|
— | 30 Sep 2023 |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
Company
|
0.66%
|
$103,595,436
1,437,428 shares
|
— | 30 Sep 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
Company
|
0.59%
|
$92,376,516
1,281,761 shares
|
— | 30 Sep 2023 |
| HSBC HOLDINGS PLC |
13F
Company
|
0.56%
|
$87,305,456
1,210,985 shares
|
— | 30 Sep 2023 |
| MAIRS & POWER INC |
13F
Company
|
0.55%
|
$85,999,536
1,193,278 shares
|
— | 30 Sep 2023 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
Company
|
0.54%
|
$83,720,981
1,161,662 shares
|
— | 30 Sep 2023 |
| Swiss National Bank |
13F
Company
|
0.36%
|
$56,279,463
780,900 shares
|
— | 30 Sep 2023 |
| Amundi |
13F
Individual
|
0.35%
|
$52,485,260
752,369 shares
|
— | 30 Sep 2023 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.31%
|
$49,166,515
682,205 shares
|
— | 30 Sep 2023 |
| Sumitomo Mitsui Trust Group, Inc. |
13F
Company
|
0.31%
|
$48,179,299
668,507 shares
|
— | 30 Sep 2023 |
| DEUTSCHE BANK AG\ |
13F
Company
|
0.3%
|
$47,080,303
653,258 shares
|
— | 30 Sep 2023 |
| BARCLAYS PLC |
13F
Company
|
0.3%
|
$46,355,280
643,198 shares
|
— | 30 Sep 2023 |
| FMR LLC |
13F
Company
|
0.27%
|
$42,438,126
588,846 shares
|
— | 30 Sep 2023 |
| Nuveen Asset Management, LLC |
13F
Company
|
0.26%
|
$40,010,092
555,156 shares
|
— | 30 Sep 2023 |
| Qube Research & Technologies Ltd |
13F
Company
|
0.25%
|
$38,698,563
536,958 shares
|
— | 30 Sep 2023 |
| RHUMBLINE ADVISERS |
13F
Company
|
0.23%
|
$36,077,284
500,588 shares
|
— | 30 Sep 2023 |
| JPMORGAN CHASE & CO |
13F
Company
|
0.23%
|
$35,352,426
490,529 shares
|
— | 30 Sep 2023 |
| ASSETMARK, INC |
13F
Company
|
0.22%
|
$34,463,053
478,189 shares
|
— | 30 Sep 2023 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
Company
|
0.22%
|
$34,331,193
476,359 shares
|
— | 30 Sep 2023 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
13F
Company
|
0.2%
|
$30,577,427
424,274 shares
|
— | 30 Sep 2023 |
| CREDIT SUISSE AG/ |
13F
Company
|
0.19%
|
$30,302,768
420,463 shares
|
— | 30 Sep 2023 |
| National Pension Service |
13F
Company
|
0.18%
|
$28,965,122
398,146 shares
|
— | 30 Sep 2023 |
| NORTH STAR ASSET MANAGEMENT INC |
13F
Company
|
0.18%
|
$28,529,855
395,863 shares
|
— | 30 Sep 2023 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
Company
|
0.18%
|
$28,176,848
390,965 shares
|
— | 30 Sep 2023 |
| Brandywine Global Investment Management, LLC |
13F
Company
|
0.17%
|
$25,845,599
358,618 shares
|
— | 30 Sep 2023 |
| MARSHALL WACE, LLP |
13F
Company
|
0.16%
|
$25,205,835
349,741 shares
|
— | 30 Sep 2023 |
| Gillson Capital LP |
13F
Company
|
0.15%
|
$23,242,000
322,491 shares
|
— | 30 Sep 2023 |
| QRG CAPITAL MANAGEMENT, INC. |
13F
Company
|
0.15%
|
$22,725,625
315,327 shares
|
— | 30 Sep 2023 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
Company
|
0.14%
|
$21,531,000
298,732 shares
|
— | 30 Sep 2023 |
| VICTORY CAPITAL MANAGEMENT INC |
13F
Company
|
0.14%
|
$21,498,553
298,301 shares
|
— | 30 Sep 2023 |
| CANADA LIFE ASSURANCE Co |
13F
Company
|
0.14%
|
$21,414,000
297,242 shares
|
— | 30 Sep 2023 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
0.13%
|
$21,098,925
292,756 shares
|
— | 30 Sep 2023 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
13F
Company
|
0.13%
|
$20,731,440
287,657 shares
|
— | 30 Sep 2023 |
How to read this table
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.
13F holder rows
Institutional holders as of Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
748
Shares
167,805,485
Rows loaded
750
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
718
Q4 2023 holders
748
Holder diff
30
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 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.