PFG (Principal Financial Group) Institutional Ownership: 90.62% (As of Jul. 19, 2026)

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PFG Principal Financial Group Inc PFG
70 GF Score
Price $113.91
GF Value $91.08
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Principal Financial Group Institutional Ownership?

Principal Financial Group PFG +0.75% 70 Institutional Ownership is 90.62% as of Jul. 19, 2026. GuruFocus rates PFG with a GF Score™ of 70/100 and a GF Value™ of $91.08 (Modestly Overvalued). The stock has 7 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Principal Financial Group's institutional ownership is 90.62%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Principal Financial Group's Insider Ownership is 1.66%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Principal Financial Group's Float Percentage Of Total Shares Outstanding is 86.39%.

Principal Financial Group Institutional Ownership Historical Data

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The historical data trend for Principal Financial Group's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Principal Financial Group Institutional Ownership Chart

Principal Financial Group Historical Data

The historical data trend for Principal Financial Group can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 45.71 45.71 46.13 45.52 45.57 45.66 49.41 49.57 49.88 49.72
PFG
70GF Score
Principal Financial Group Inc PFG
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Principal Financial Group Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 90.62% mean?
Principal Financial Group (PFG) has a Institutional Ownership of 90.62% as of Jul. 19, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Principal Financial Group and its competitors.
Is Principal Financial Group's Institutional Ownership too high?
Principal Financial Group's current Institutional Ownership is 90.62%. Overall, Principal Financial Group has a GF Score™ of 70/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Principal Financial Group's Institutional Ownership compare to TROW and ARES?
Principal Financial Group's Institutional Ownership of 90.62% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Principal Financial Group and its competitors. Principal Financial Group's current Institutional Ownership is 90.62%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Principal Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Principal Financial Group (PFG) is currently considered Modestly Overvalued. The stock's GF Value™ is $91.08, compared to a current price of $113.91 — trading 25.1% above its estimated fair value. The current Institutional Ownership is 90.62%. Principal Financial Group's overall GF Score™ is 70/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Principal Financial Group (PFG), the current Institutional Ownership is 90.62% as of Jul. 19, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Principal Financial Group (PFG) Overvalued in 2026?

Based on GuruFocus' analysis, Principal Financial Group stock appears to be overvalued. The current stock price of $113.91 is trading 25.1% above its estimated GF Value™ of $91.08. GuruFocus considers Principal Financial Group to be Modestly Overvalued.

Key valuation signals for PFG:

  • Institutional Ownership: 90.62%
  • GF Value™: $91.08 vs. price of $113.91 (25.1% above fair value)
  • GF Score™: 70/100 with 7 warning signs

No single metric tells the full story. See the PFG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Principal Financial Group Business Description

Other Exchanges 0KO5:UKPG4:Germany
Address 711 High Street, Des Moines, IA, USA, 50392
Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
70GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$113.91
Price
$91.08
GF Value