Who Owns PFG?
Principal Financial Group, Inc. — Institutional Ownership & 13F Holdings
$100.03
+0.29 (+0.29%)
Market Cap
$20.8B
Shares Outstanding
216,667,000
Institutional Holders
8
Total Inst. Value
$40.9M
% of Float Held
0.3%
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
4
Closed Positions
0
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $33.7M | 399,769 |
| 2 | Azimuth Capital Investment Management LLC | $6.4M | 76,040 |
| 3 | Sageworth Trust Co of South DakotaNew | $312K | 3,697 |
| 4 | Sageworth Trust CoNew | $217K | 2,577 |
| 5 | SVB WEALTH LLCNew | $179K | 2,122 |
| 6 | Ancora Advisors LLC | $8K | 90 |
| 7 | Pacer Advisors, Inc. | $6K | 59,577 |
| 8 | S&CO INCNew | $210 | 2,500 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | +2K | $33.7M |
| Azimuth Capital Investment Management LLC | +4K | $6.4M |
| Sageworth Trust Co of South DakotaNew | +4K | $312K |
| Sageworth Trust CoNew | +3K | $217K |
| SVB WEALTH LLCNew | +2K | $179K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Pacer Advisors, Inc. | -6K | $6K |
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Frequently Asked Questions
How many institutional investors hold PFG?
As of Q1 2025, 8 institutional investors report holding PFG (Principal Financial Group, Inc.) in their 13F filings.
What percentage of Principal Financial Group, Inc. is owned by institutions?
Institutional investors hold approximately 0.3% of Principal Financial Group, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most PFG?
The largest institutional holder of PFG is NORTH STAR ASSET MANAGEMENT INC with $33.7M in shares.
Are institutions buying or selling PFG?
This quarter, 4 institutions opened new positions in PFG and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.