Principal Financial Group, Inc. PFG

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112.54 USD -0.27 (-0.24%)

Nov 3, 2026, 3:54 PM EST

111.41 Day range 113.46
81.01 52-week range 118.51
YTD
+27.58%
1 year
+35.56%

Held by funds

386 US ETFs and mutual funds hold PFG · largest positions

Funds holding PFG, by value held
FundValue heldWeight in fund
VTI $761.14M0.03%
SCHD $620.50M0.51%
VOO $572.87M0.03%
VO $513.31M0.24%
DVY $315.49M1.33%
IVV $290.02M0.03%
FXAIX $283.49M0.03%
DJJ $281.67M1.26%
SPY $270.62M0.03%
VTV $228.36M0.09%
RSP $195.26M0.19%
VOE $149.66M0.41%
XLF $146.48M0.28%
VIG $123.42M0.10%
VINIX $115.43M0.03%
IWR $101.47M0.17%
VYM $97.46M0.10%
FSMDX $90.56M0.18%
NIZ $87.29M0.16%
DFAC $70.69M0.08%

Ownership

Held by insiders 1.13%
Held by institutions 82.21%
Float held by institutions 83.15%
Institutions 1,327

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.7.19%20,014,6732.26BJun 29, 2026
Nippon Life Insurance Company6.52%18,137,0002.05BSep 29, 2026
Vanguard Capital Management LLC4.84%13,479,4681.52BJun 29, 2026
Vanguard Portfolio Management LLC4.05%11,266,0181.27BJun 29, 2026
State Street Corporation3.69%10,264,8561.16BJun 29, 2026
Bank of America Corporation2.47%6,884,023776.59MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.46%6,857,300773.57MJun 29, 2026
Income Fund of America2.16%6,000,000676.86MSep 29, 2026
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF1.93%5,375,926606.46MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund1.83%5,092,121574.44MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund1.68%4,680,236527.98MJun 29, 2026
iShares Trust-iShares Select Dividend ETF1.00%2,793,278315.11MSep 29, 2026
PFG insiders
InsiderRelationLatest transactionDateShares held
AGRAWAL VIVEKOfficerStock Award(Grant)Sep 24, 202646,762
BHATIA KAMALOfficerStock Award(Grant)Sep 24, 202665,869
CARTER-MILLER JOCELYN E. CPADirectorStock Award(Grant)Sep 24, 202691,979
CHEONG WEE YEEOfficerStock Award(Grant)Sep 24, 202667,173
FRIEDRICH AMY CHRISTINEOfficerStock Award(Grant)Sep 24, 2026113,582
HOUSTON DANIEL JOSEPHOfficer and DirectorStock Award(Grant)Jun 26, 2025446,553