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PRINCIPAL FINANCIAL GROUP IN (PFG)

Name: PRINCIPAL FINANCIAL GROUP IN (PFG) — Institutional ownership, SEC filings and insider activity
Creator: Sightfile
License: https://www.sec.gov/privacy#dissemination

Institutional ownership, SEC filings and insider activity

Sector: Financials · SEC CIK 0001126328 · EDGAR filings · Updated 2026-07-27

PRINCIPAL FINANCIAL GROUP IN (PFG) has reported institutional ownership of 77.8%, with 901 institutional managers holding positions valued at $15.1B per the latest 13F reporting period. The company has 1 bond series in the registry.

Institutional ownership

77.8%

Institutional managers

901

Reported 13F value

$15.1B

Insider activity

185 trans.

−$2.51M net selling

Filings this week (1)

2026-07-27 — Current report (8-K) filed

Every filing links to the official SEC document. Real-time filing alerts for this company are available inside the app.

Latest updates

2026-07-20 — Current report (8-K) filed
2026-06-30 — Insider transaction reported (Form 4)
2026-06-30 — Insider transaction reported (Form 4)
2026-06-30 — Insider transaction reported (Form 4)
2026-06-30 — Insider transaction reported (Form 4)
2026-06-30 — Insider transaction reported (Form 4)
2026-06-30 — Insider transaction reported (Form 4)
2026-06-30 — Insider transaction reported (Form 4)

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, PRINCIPAL FINANCIAL GROUP IN has 901 institutional holders and institutional ownership of 77.8%.

#	Institution	Reported value	% of tracked total
1	BlackRock, Inc.	$1.83B	12.1%
2	NIPPON LIFE INSURANCE CO	$1.63B	10.8%
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.21B	8.0%
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.02B	6.7%
5	STATE STREET CORP	$917.3M	6.1%
6	BANK OF AMERICA CORP /DE/	$794.7M	5.2%
7	Capital World Investors	$543.1M	3.6%
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$533.8M	3.5%
9	GEODE CAPITAL MANAGEMENT, LLC	$508.2M	3.4%
10	DIMENSIONAL FUND ADVISORS LP	$350.2M	2.3%

Full holder history and quarter-over-quarter changes are available inside the app.

Insider activity

Insiders reported 185 transactions (2 buys, 6 sells) across 23 reporting insiders, with a net reported value of −$2.51M.

Quarterly net insider value, as reported in Form 4 filings.

Debt profile

1 active bond series in the registry, coupons ranging 5.30%–5.30%, maturities through 2037, built from the company's own prospectus filings.

Debt maturity schedule

Principal coming due by year for PRINCIPAL FINANCIAL GROUP IN, from the company's own SEC prospectus filings (424B) tracked by Sightfile.

Year	Bond series maturing	Known principal due
2037	1	—

Coupons, seniority and prospectus links for each series are available inside the app.

Fails-to-deliver

The SEC's fails-to-deliver file for 2026-06-30 reports 294 failed-to-deliver shares ($1.25M) for PFG — an official data point published by the SEC, shown as reported.

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See full history, cross-references and alerts on Sightfile

Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-27.