Principal Financial Group, Inc.'s (NASDAQ:PFG) Institutional Shareholders Had a Great Week as One-year Returns Increased After a 3.7% Gain Last Week
Principal Financial Group, Inc.'s (NASDAQ:PFG) Institutional Shareholders Had a Great Week as One-year Returns Increased After a 3.7% Gain Last Week
Key Insights
主要见解
- Significantly high institutional ownership implies Principal Financial Group's stock price is sensitive to their trading actions
- A total of 14 investors have a majority stake in the company with 50% ownership
- Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company
- 机构大量持有意味着Principal Financial Group的股票价格会对其交易行动敏感。
- 共有14名投资者持有该公司的多数股权,占有50%的所有权。
- 通过分析师预测数据和所有权研究,您可以更好地评估公司未来的业绩。
Every investor in Principal Financial Group, Inc. (NASDAQ:PFG) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are institutions with 72% ownership. Put another way, the group faces the maximum upside potential (or downside risk).
在持有Principal Financial Group, Inc. (NASDAQ:PFG)的投资者中,应该了解占股比例最大的强势股东团体情况。最大的那个群体是机构,持股比例达到72%。换句话说,这个群体面临最大的上行潜力(或下行风险)。
And as as result, institutional investors reaped the most rewards after the company's stock price gained 3.7% last week. The one-year return on investment is currently 5.0% and last week's gain would have been more than welcomed.
因此,机构投资者在上周公司股票上涨3.7%后获得了最大的回报。目前一年的投资回报率为5.0%,上周的涨幅将更受欢迎。
Let's delve deeper into each type of owner of Principal Financial Group, beginning with the chart below.
让我们深入研究Principal Financial Group的每一种股东类型,从下面的图表开始。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240817/0-2ac8c44932187b328662fffb1da61cd3-0-8b75acae0c728c0b7d270c3c94043458.png/big)
What Does The Institutional Ownership Tell Us About Principal Financial Group?
机构持股比例对于Principal Financial Group有什么意义?
Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.
机构投资者通常将自己的回报与常见的指数回报进行比较。因此,他们通常会考虑购买包括在相关基准指数中的较大公司。
Principal Financial Group already has institutions on the share registry. Indeed, they own a respectable stake in the company. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Principal Financial Group's historic earnings and revenue below, but keep in mind there's always more to the story.
Principal Financial Group的股东名册上已经有机构了。实际上,他们在公司里拥有一个相当大的股份。这表明一些专业投资者对该公司有信任。但仅凭这个事实是不够的,因为机构有时会做出糟糕的投资,就像所有人一样。当多个机构拥有一只股票时,总会存在一个“拥挤的交易”的风险。当这样的交易出现问题时,多个方面可能会竞相快速出售股票。在没有成长历史的公司中,这种风险更高。您可以在下面看到Principal Financial Group的历史收入和营业收入,但请记住,故事总是更多。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240817/0-2ac8c44932187b328662fffb1da61cd3-1-ccb10b5fc98e4a91260441450ca14801.png/big)
Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. We note that hedge funds don't have a meaningful investment in Principal Financial Group. Our data shows that The Vanguard Group, Inc. is the largest shareholder with 12% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 8.4% and 7.8%, of the shares outstanding, respectively.
投资者应该注意到,机构实际上拥有公司超过一半的股份,因此他们可以集体行使重要的权力。我们注意到,对于Principal Financial Group,对冲基金没有实质性投资。我们的数据显示,The Vanguard Group, Inc.是最大的股东,持有12%的流通股。同时,第二和第三大股东分别持有流通股的8.4%和7.8%。
After doing some more digging, we found that the top 14 have the combined ownership of 50% in the company, suggesting that no single shareholder has significant control over the company.
经过更深入的挖掘,我们发现前14名股东合计持有该公司的50%股权,表明没有单一股东对该公司有重大控制权。
Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.
研究机构持股比例是衡量和筛选股票预期表现的好方法。同样可以通过研究分析师情绪来实现。由于相当多的分析师都关注着该股票,因此你可以很容易地研究预测的增长。
Insider Ownership Of Principal Financial Group
Principal Financial Group内部所有权
The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.
公司内部人员的定义可能是主观的,并在不同的司法管辖区之间有所不同。我们的数据反映了个人内部人员,至少包括董事会成员。管理层最终向董事会负责。然而,经理们成为执行董事会成员并不罕见,尤其是如果他们是创始人或首席执行官。
I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.
我通常认为内部人士持股是一件好事。但是,在某些情况下,它会使其他股东更难以对董事会的决定进行问责。
Our information suggests that Principal Financial Group, Inc. insiders own under 1% of the company. It is a very large company, so it would be surprising to see insiders own a large proportion of the company. Though their holding amounts to less than 1%, we can see that board members collectively own US$76m worth of shares (at current prices). Arguably recent buying and selling is just as important to consider. You can click here to see if insiders have been buying or selling.
我们的信息表明,Principal Financial Group, Inc.的内部人员拥有公司不到1%的股份。它是一家非常大的公司,因此看到内部人员拥有公司的大部分股份是令人惊讶的。虽然他们的持股比例不到1%,但我们可以看到董事会成员共持有价值7600万美元的股份(按当前价格计算)。最近的买卖可能同样值得考虑。您可以单击此处查看内部人员是否一直在买卖。
General Public Ownership
一般大众所有权
The general public-- including retail investors -- own 27% stake in the company, and hence can't easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.
看起来私人公司拥有福建启始集团有限责任公司44%的股权。私人公司可能是关联方。有时内部人员通过持有私人公司的股份而不是以个人身份拥有上市公司的利益。尽管很难得出任何广泛的结论,但值得注意作为进一步研究的领域。
Next Steps:
下一步:
It's always worth thinking about the different groups who own shares in a company. But to understand Principal Financial Group better, we need to consider many other factors.
考虑到不同的股东群体拥有公司的股份,总是值得思考的。但要更好地了解Principal Financial Group,我们需要考虑许多其他因素。
I like to dive deeper into how a company has performed in the past. You can find historic revenue and earnings in this detailed graph.
我喜欢更深入地了解公司过去的表现。您可以在以下详细图表中找到历史收益和收入。
Ultimately the future is most important. You can access this free report on analyst forecasts for the company.
最终,未来最重要。您可以在这份关于该公司分析师预测的免费报告中获取有关信息。
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
注:本文中的数据是使用最后一个财务报表日期结束的为期12个月的数据计算的。这可能与全年年度报告数据不一致。
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