Share ownership Principal Financial Group, Inc.

PFG

US74251V1026

Life & Health Insurance

Real-time Estimate Cboe BZX Other stock markets 11:51:20 13/05/26 pm AEST			5-day change	1st Jan Change
100.67 ^USD	-0.17%		-1.06%	+13.90%

12/05	JPMorgan Adjusts Price Target on Principal Financial to $101 From $99, Maintains Neutral Rating	MT
07/05	Principal® announces new integration with Employee Navigator to streamline enrollment experience	RE

Share class: Principal Financial Group, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	498,070,556	213,676,273 ( 42.9 %)	282,058,172 ( 56.63 %)	42.9 %

Major shareholders: Principal Financial Group, Inc.

Name	Equities	%	Valuation
Nippon Life Insurance Co. 8.371 %	18,137,000	8.371 %	1 830 M $
BlackRock Advisors LLC 7.435 %	16,109,170	7.435 %	1 626 M $
Vanguard Capital Management LLC 6.219 %	13,474,208	6.219 %	1 360 M $
Vanguard Portfolio Management LLC 5.213 %	11,295,571	5.213 %	1 140 M $
Vanguard Portfolio Management LLC 5.199 %	11,264,834	5.199 %	1 137 M $
STATE STREET CORPORATION 4.85 %	10,509,360	4.85 %	1 060 M $
Merrill Lynch International 3.877 %	8,399,133	3.877 %	848 M $
Geode Capital Management LLC 2.573 %	5,575,729	2.573 %	563 M $
Ishares (DE) InvAG mit Teilgesellschaftsvermogen 1.718 %	3,722,398	1.718 %	376 M $
DFA Australia Ltd. 1.598 %	3,462,202	1.598 %	349 M $
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Breakdown by shareholder type

Institutional	68.54%
Other	7.52%
State Street Corp.	4.85%
Individuals	0.75%
Schweizerische Nationalbank	0.3%
Sumitomo Mitsui Trust Group, Inc.	0.24%
Governments	0.12%
Swedbank AB	0.09%
Danske Bank A/S	0.06%
Manulife Financial Corp.	0.05%
Fifth Third Bancorp	0.04%
The Bank of Nova Scotia	0.03%
Münchener Rückversicherungs-Gesellschaft AG	0.03%
SEI Investments Co.	0.02%
Zions Bancorporation NA	0.01%
The Allstate Corp.	0.01%
Unknown	17.34%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	54.68%
Japan	8.8%
United Kingdom	7.8%
Australia	2.16%
Germany	1.93%
Norway	1.57%
France	1.2%
Canada	0.78%
Individuals	0.75%
Switzerland	0.57%
Sweden	0.54%
Hong Kong	0.45%
Ireland	0.31%
Italy	0.26%
Belgium	0.2%
Netherlands	0.17%
South Korea	0.12%
Spain	0.11%
Denmark	0.11%
Luxembourg	0.08%
Finland	0.03%
Czech Republic	0.02%
South Africa	0.01%
China	0.01%
Austria	0.01%

Based on 1000 largest holdings

Principal Financial Group, Inc. is one of the leading American financial services groups. Income breaks down by activity as follows: - retirement fund management (50.9%); - life, disability and individual and collective protection insurance (30.9%); - asset management (17.5%); - other (0.6%). At the end of 2025, the group had USD 781 billion in assets under management.

Employees

19,700

Sector

Life & Health Insurance

Calendar

01/06 - Ex-dividend date - 0.82 USD

More about the company