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Get Institutions for : 
Principal Financial Group Inc (PFG)  
$79.12 1.94 (2.39%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 720    23
Total shares held : 
168,840,749  
% of shares held : 
61.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -65  
Amount of shares held : 
242,611  
% of shares held change : 
  0.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$70.21  
Last Quarter's Ending Price : 
$78.67  
Last Quarter's Average Price
$72.43  
Change from last quarter's     
avg. price to the last closing  : 
6.69 (9.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 4,433,451
 2.63%
 
Increased Positions :
234
 7,643,956
 4.53%
 
Unchanged Positions :
162
 19,613,837
 11.62%
 
Decreased Positions :
276
-10,768,040
-6.38%
 
Closed Positions :
71
-1,066,756
-0.63%
 
Guru Positions :
2
6,621
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VANGUARD GROUP INC 387 - 2023-12-31 28,605,879 $2,250,425,000 -428,529
   BLACKROCK INC. 426 - 2023-12-31 18,885,042 $1,485,686,000 -653,175
   BANK OF AMERICA CORP /DE/ 223 - 2023-12-31 10,581,744 $832,466,000 -1,515,095
   STATE STREET CORP 408 - 2023-12-31 9,722,082 $764,836,000 -150,570
   CAPITAL RESEARCH GLOBAL INVESTORS 150 - 2023-12-31 6,449,524 $507,384,000 -3,346,549
   WELLINGTON MANAGEMENT CO LLP 281 - 2023-12-31 4,369,010 $343,710,000 -54,965
   DIMENSIONAL FUND ADVISORS INC 195 - 2023-12-31 3,875,462 $304,903,000 -47,525
   NORTHERN TRUST CORP 335 - 2023-12-31 3,707,729 $291,687,000 -213,186
   INVESCO LTD 590 - 2023-12-31 2,141,045 $168,436,000 -90,712
   BANK OF NEW YORK MELLON CORP 459 - 2024-03-31 1,849,622 $159,641,000 -43,257
   BALYASNY ASSET MANAGEMENT LLC 57 - 2023-12-31 1,397,497 $109,941,000 -39,931
   MAIRS & POWER INC 37 - 2023-12-31 1,191,691 $93,750,000 -1,587
   ROYAL BANK OF CANADA 501 - 2023-12-31 1,184,279 $93,169,000 -662,391
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 461 - 2023-12-31 1,129,472 $88,856,000 -32,190
   Swiss National Bank 368 - 2023-12-31 756,400 $59,506,000 -24,500
   NUVEEN ASSET MANAGEMENT, LLC 663 - 2023-12-31 552,236 $43,444,000 -2,920
   FMR LLC 1376 - 2023-12-31 493,681 $38,838,000 -95,165
   RHUMBLINE ADVISERS 387 - 2023-12-31 490,528 $38,590,000 -10,060
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 451 - 2023-12-31 452,839 $35,625,000 -23,520
   TRUST POINT INC. 6 - 2024-03-31 384,871 $33,218,000 -157
   J P MORGAN CHASE & CO 1322 - 2023-12-31 404,661 $31,835,000 -85,868
   CREDIT SUISSE/ 514 - 2023-12-31 401,646 $31,597,000 -18,817
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 364 - 2023-12-31 390,005 $30,682,000 -960
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 361 - 2023-12-31 278,521 $21,911,000 -9,136
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 358 - 2024-03-31 227,642 $19,648,000 -17,614
   PRINCIPAL FINANCIAL GROUP INC 935 - 2023-12-31 233,455 $18,366,000 -25,563
   O SHAUGHNESSY ASSET MANAGEMENT LLC 102 - 2023-12-31 218,981 $17,227,000 -57,863
   PNC FINANCIAL SERVICES GROUP INC 409 - 2023-12-31 210,614 $16,569,000 -3,796
   Assenagon Asset Management S.A. 310 - 2024-03-31 178,695 $15,423,000 -71,907
   WELLS FARGO & CO/MN 1225 - 2023-12-31 193,880 $15,253,000 -1,923
   AE Wealth Management LLC 294 - 2023-12-31 186,333 $15,002,000 -23,746
   NEW YORK STATE COMMON RETIREMENT FUND 671 - 2023-12-31 185,598 $14,601,000 -24,358
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 513 - 2023-12-31 181,908 $14,311,000 -6,777
   ROYAL LONDON ASSET MANAGEMENT LTD 335 - 2023-12-31 170,536 $13,416,000 -2,458
   Russell Investments Group Ltd. 671 - 2023-12-31 163,499 $12,883,000 -79,897
   PRUDENTIAL FINANCIAL INC 579 - 2023-12-31 162,238 $12,570,000 -32,853
   MANUFACTURERES LIFE INSURANCE CO 761 - 2023-12-31 154,805 $12,179,000 -130
   BRANDYWINE ASSET MANAGEMENT LLC 241 - 2023-12-31 134,203 $10,558,000 -224,415
   Pictet Asset Management Holding SA 630 - 2023-12-31 133,405 $10,495,000 -14,103
   MITSUBISHI UFJ TRUST & BANKING CORP 544 - 2023-12-31 132,700 $10,440,000 -28,212
   BNP PARIBAS ARBITRAGE SA 667 - 2023-12-31 127,401 $10,023,000 -135,481
   GOELZER INVESTMENT MANAGEMENT, INC. 28 - 2023-12-31 126,987 $9,990,000 -1,992
   CHEVY CHASE TRUST HOLDINGS, INC. - 2023-12-31 122,525 $9,639,000 -2,475
   CITIGROUP INC 860 - 2023-12-31 120,417 $9,473,000 -18,564
   KOREA INVESTMENT CORP 480 - 2023-12-31 117,260 $9,225,000 -37,966
   D E SHAW & CO INC 799 - 2023-12-31 112,938 $8,885,000 -51,429
   CHURCHILL MANAGEMENT GROUP /CA/ 75 - 2024-03-31 102,812 $8,874,000 -1,766
   Ensign Peak Advisors Inc 465 - 2023-12-31 112,725 $8,868,000 -3,125
   QRG CAPITAL MANAGEMENT INC. 179 - 2023-12-31 104,881 $8,251,000 -210,446
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 443 - 2024-03-31 94,580 $8,163,000 -3,332
   CAPITAL MANAGEMENT CORP /VA 28 - 2023-12-31 103,354 $8,131,000 -1,460
   DIAM CO. LTD - 2023-12-31 96,723 $7,665,000 -3,967
   Advisor Group Holdings Inc. 944 - 2023-12-31 96,625 $7,603,000 -154,249
   RAYMOND JAMES & ASSOCIATES 1311 - 2024-03-31 87,841 $7,582,000 -9,852
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 558 - 2024-03-31 87,187 $7,525,000 -5,375
   ExodusPoint Capital Management LP 261 - 2023-12-31 80,565 $6,338,000 -48,552
   KBC GROUP NV 431 - 2023-12-31 77,140 $6,069,000 -3,946
   ING INVESTMENT MANAGEMENT LLC 796 - 2023-12-31 75,987 $5,978,000 -4,767
   TEACHER RETIREMENT SYSTEM OF TEXAS 363 - 2023-12-31 75,519 $5,941,000 -70,190
   ALLIANZ ASSET MANAGEMENT AG 715 - 2023-12-31 74,120 $5,831,000 -42,386
   DORSEY & WHITNEY TRUST CO LLC 57 - 2023-12-31 71,915 $5,658,000 -81
   CI INVESTMENTS INC 275 - 2023-12-31 66,036 $5,195,000 -2,533
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1114 - 2024-03-31 59,938 $5,173,000 -7,176
   DEAN C H & ASSOCIATES INC 47 - 2023-12-31 63,282 $4,978,000 -1,645
   ENVESTNET ASSET MANAGEMENT INC 1895 - 2023-12-31 63,259 $4,977,000 -136,860
   ADAGE CAPITAL PARTNERS GP LLC 683 - 2023-12-31 63,100 $4,964,000 -8,000
   COMERICA BANK 707 - 2023-12-31 60,871 $4,789,000 -3,886
   Achmea Investment Management B.V. 226 - 2023-12-31 59,216 $4,658,000 -112,747
   AMERICAN INTERNATIONAL GROUP INC 761 - 2023-12-31 57,701 $4,539,000 -2,280
   BEACON FINANCIAL GROUP 52 - 2023-12-31 56,952 $4,480,000 -2,731
   COMMONWEALTH EQUITY SERVICES LLC. 1152 - 2023-12-31 56,900 $4,476,000 -28,624
   NATIXIS 290 - 2023-12-31 55,147 $4,338,000 -54,910
   HRT FINANCIAL LLC 339 - 2023-12-31 53,962 $4,245,000 -30,379
   MetLife Investment Advisors LLC 569 - 2023-12-31 53,679 $4,223,000 -1,705
   BNP Paribas Investment Partners S.A. 519 - 2023-12-31 51,622 $4,061,000 -11,179
   MERCER GLOBAL ADVISORS INC /ADV 532 - 2023-12-31 51,472 $4,049,000 -186,459
   Handelsbanken Fonder AB 455 - 2023-12-31 51,027 $4,014,000 -54,279
   Wealthfront Advisers LLC 325 - 2024-03-31 45,981 $3,969,000 -1,067
   ALASKA RETIREMENT MANAGEMENT BOARD 446 - 2024-03-31 44,429 $3,834,000 -6,635
   Retirement Systems of Alabama 795 - 2023-12-31 48,341 $3,803,000 -1,940
   FIXED INCOME SECURITIES INC 326 - 2023-12-31 47,655 $3,749,000 -10,513
   CAPTRUST FINANCIAL ADVISORS 660 - 2023-12-31 47,636 $3,748,000 -1,486
   PGGM INVESTMENTS 222 - 2023-12-31 47,165 $3,710,000 -762
   Baird Financial Group Inc. 751 - 2023-12-31 45,543 $3,583,000 -24,820
   PROSHARE ADVISORS LLC 545 - 2023-12-31 45,280 $3,562,000 -3,687
   TEXAS PERMANENT SCHOOL FUND 728 - 2023-12-31 44,272 $3,483,000 -2,729
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 774 - 2024-03-31 38,992 $3,365,000 -929
   Tredje AP-fonden 287 - 2023-12-31 38,269 $3,011,000 -778
   FOSTER & MOTLEY INC 122 - 2024-03-31 34,507 $2,978,000 -1,689
   CIBC GLOBAL ASSET MANAGEMENT INC 459 - 2023-12-31 37,442 $2,946,000 -2,243
   DNB NOR ASSET MANAGEMENT AS 420 - 2024-03-31 33,856 $2,922,000 -37,219
   BRIDGEWAY CAPITAL MANAGEMENT INC 471 - 2023-12-31 36,800 $2,895,000 -1,700
   PUBLIC SECTOR PENSION INVESTMENT BOARD 630 - 2023-12-31 34,895 $2,745,000 -19,162
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 462 - 2023-12-31 34,700 $2,730,000 -178
   YOUSIF CAPITAL MANAGEMENT LLC 637 - 2024-03-31 31,290 $2,701,000 -791
   INTECH INVESTMENT MANAGEMENT LLC 301 - 2023-12-31 34,227 $2,693,000 -86,868
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 97 - 2023-12-31 34,081 $2,681,000 -795
   FREESTONE CAPITAL HOLDINGS, LLC 130 - 2023-12-31 33,833 $2,662,000 -230
   FRANKLIN RESOURCES INC 1246 - 2023-12-31 33,763 $2,656,000 -5,755
   AQR CAPITAL MANAGEMENT LLC 1226 - 2023-12-31 33,460 $2,632,000 -51,285

  100 Records found
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