PFG Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own PFG shares is 1070, representing 72.98% of the company's common stock.

FIRST TRUST ADVISORS LP, in the last quarter, reduced its stake in PFG by -94.16% restricting it's holding to 162.57 thousand shares of worth nearly $14.03M. DIMENSIONAL FUND ADVISORS LP also lessened -0.26% of the PFG shares from its portfolio, reducing its holding to 3.87 million shares of worth $333.61M. NORTHERN TRUST CORP also shunned PFG shares holding by -3.43% last quarter which brought its holding to 3.58 million shares worth $309.04M.

As per its latest 13F filing, AMF TJANSTEPENSION AB increased its stake in PFG by 282.04% in the last quarter. The institutional holder raised its holding to 308.31 thousand shares having worth more than $26.63M. CAPITAL RESEARCH GLOBAL INVESTORS also added 2.37% more shares of PFG to its portfolio, raising its holding to 6.6 million shares of worth $569.84M. GEODE CAPITAL MANAGEMENT, LLC also increased its PFG shares holding by 4.26% which brought its holding to 5.4 million shares worth $465.19M.

The insider with the most stakes in PFG is GELATT DANIEL , director at the company. Additionally, PFG stock is highly held by Chairman, President & CEO Houston Daniel Joseph and President - Global Asset Mgmt. MCCAUGHAN JAMES P among others.

Company executives, directors, and other insiders own 1.01% percent of Principal Financial Group, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which PFG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include HELTON SANDRA L, CHEONG WEE YEE, and WALKER ROBERTO.

There have been 0 transaction(s) during the past 6-months in which Principal Financial Group, Inc. insiders have bought stock, totalling 0 shares

Around 0 Principal Financial Group, Inc. shares are held by insiders, which represents about 1.01% of PFG stock.

PFG director, GELATT DANIEL holds the largest portfolio of the company's shares. PFG shares owned by GELATT total nearly 187.74 thousand.

AMF TJANSTEPENSION AB is the largest institutional owner in PFG which holds 308.31 thousand shares worth $26.63M or 0.13% of the total PFG shares outstanding followed by FIRST TRUST ADVISORS LP with ownership of 162.57 thousand shares representing 0.07% of the PFG ownership. CAPITAL RESEARCH GLOBAL INVESTORS is the third largest stakeholder with 6.6 million shares or 2.8% of the ownership worth more than $569.84M.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the PFG is concerned, it is a stock which is optionable.

Number of PFG shares short is 2.72M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 228.73M shares of PFG are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, PFG has 227.42M shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for PFG is 2.2.