Principal Financial Group, Inc. (PFG) Shareholders & Insider Trades
Principal Financial shareholders at a glance
The largest holder of Principal Financial stock is Nippon Life Insurance Co., with 18.1 million shares (8.47% of the company), worth about $2.00 billion as of September 25, 2026. The 10 largest holders together own 45.7%.
In Q2 2026, 984 institutional holdings reports listed 209.0 million shares worth $16.80 billion, up 23.7% in shares from Q1 2026.
Insiders reported 100 transactions in the last two years: 7 sales worth $4.13 million and 1 purchase. The newest one on file is from May 1, 2026 (Cheong Wee Yee, Officer).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through May 1, 2026.
Principal Financial Group, Inc.
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest Principal Financial shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Nippon Life Insurance Co. | 18.1 million | 8.47% | $2.0B |
| BlackRock Advisors LLC | 15.7 million | 7.33% | $1.7B |
| Vanguard Capital Management LLC | 13.5 million | 6.30% | $1.5B |
| Vanguard Portfolio Management LLC | 11.3 million | 5.26% | $1.2B |
| State Street Corporation | 10.3 million | 4.79% | $1.1B |
| Merrill Lynch International | 6.9 million | 3.21% | $758.0M |
| Charles Schwab Investment Management, Inc. | 6.5 million | 3.04% | $716.0M |
| Capital Research & Management Co. (World Investors) | 6.0 million | 2.82% | $665.0M |
| Geode Capital Management LLC | 5.7 million | 2.65% | $626.0M |
| Ishares (DE) InvAG mit Teilgesellschaftsvermogen | 3.9 million | 1.84% | $434.0M |
As of September 25, 2026.
Principal Financial institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 984 | 209.0 million | $16.8B |
| Q1 2026 | 933 | 169.0 million | $15.2B |
| Q4 2025 | 912 | 162.0 million | $14.3B |
| Q3 2025 | 851 | 161.0 million | $13.4B |
| Q2 2025 | 841 | 168.0 million | $13.3B |
| Q1 2025 | 870 | 168.0 million | $12.6B |
| Q4 2024 | 818 | 164.0 million | $13.4B |
| Q3 2024 | 810 | 167.0 million | $14.4B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
Principal Financial insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Cheong Wee Yee | May 1, 2026 | Officer | Sale at price 101.01 - 101.26 per share. | $1.4M |
| Djurasovic George | Apr 30, 2026 | General Counsel | Sale at price 99.63 - 100.83 per share. | $259,332 |
| Cheong Wee Yee | Apr 29, 2026 | Officer | Sale at price 101.00 per share. | $109,080 |
| Strable-Soethout Deanna D | Mar 27, 2026 | Chief Executive Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Mitchell H Elizabeth | Mar 27, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Richer Clare Stack | Mar 27, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Carter-Miller Jocelyn E. Cpa | Mar 27, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Nordin Diane C | Mar 27, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Kay Kathleen B | Mar 27, 2026 | Chief Technology Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Mccullum Kenneth A. | Mar 27, 2026 | Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Cheong Wee Yee | Mar 27, 2026 | Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Agrawal Vivek | Mar 27, 2026 | Officer | Stock Award(Grant) at price 0.00 per share. | – |
Newest 12 of 100 insider transactions in the last two years.
Questions and answers
Who owns the most Principal Financial stock?
Nippon Life Insurance Co., with 8.47% of the company (as of September 25, 2026). Next: BlackRock Advisors LLC (7.33%) and Vanguard Capital Management LLC (6.30%).
How many institutions own Principal Financial stock?
984 institutional holdings reports listed Principal Financial shares in Q2 2026, 209.0 million shares in all worth $16.80 billion.
Are Principal Financial insiders buying or selling the stock?
In the last two years insiders reported 7 sales and 1 purchase (100 transactions in all); the newest on file is from May 1, 2026.
