Who owns Principal Financial Group (PFG)
Which tracked institutional funds hold PFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
291 tracked funds added or opened PFG while 102 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PFG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PFG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PFG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 899 tracked filers holding PFG, 479 increased or opened the position and 373 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PFG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- Nykredit A/S$7M
- TUDOR INVESTMENT CORP ET AL$5M
- JUPITER ASSET MANAGEMENT LTD$4M
- PEAK6 LLC$3M
- Jupiter Topco LLC$3M
- MILLENNIUM MANAGEMENT LLC$3M
Full exits 51
- NIPPON LIFE INSURANCE CO$1.6B
- Amundi$104M
- KBC Group NV$36M
- SG Americas Securities, LLC$29M
- CANADA LIFE ASSURANCE Co$18M
- ACADIAN ASSET MANAGEMENT LLC$17M
Largest adds
- BlackRock, Inc.$713M
- VANGUARD CAPITAL MANAGEMENT LLC$239M
- VANGUARD PORTFOLIO MANAGEMENT LLC$199M
- STATE STREET CORP$189M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$167M
- Capital World Investors$108M
Largest trims
- BANK OF AMERICA CORP /DE/$53M
- FIRST TRUST ADVISORS LP$35M
- NORGES BANK$24M
- TWO SIGMA INVESTMENTS, LP$22M
- Bridgewater Associates, LP$18M
- TEACHER RETIREMENT SYSTEM OF TEXAS$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 20,014,673 | $2.2B | 14.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 13,479,468 | $1.5B | 9.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 11,266,018 | $1.2B | 8.1% | 2026-Q2 |
| STATE STREET CORP added | 10,264,856 | $1.1B | 7.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,884,023 | $742M | 4.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,502,068 | $701M | 4.7% | 2026-Q2 |
| Capital World Investors added | 6,040,005 | $651M | 4.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,681,672 | $610M | 4.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,923,279 | $423M | 2.8% | 2026-Q2 |
| Invesco Ltd. added | 3,771,641 | $407M | 2.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,249,703 | $350M | 2.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,988,144 | $322M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,500,019 | $269M | 1.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,315,065 | $250M | 1.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,216,125 | $239M | 1.6% | 2026-Q2 |
| NORGES BANK trimmed | 2,014,675 | $217M | 1.4% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,529,483 | $165M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,472,797 | $160M | 1.1% | 2026-Q2 |
| UBS Group AG added | 1,296,073 | $140M | 0.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,231,533 | $133M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,153,947 | $124M | 0.8% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,153,117 | $124M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 1,134,085 | $122M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,120,944 | $121M | 0.8% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 972,814 | $105M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 924,893 | $100M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 874,031 | $94M | 0.6% | 2026-Q2 |
| AustralianSuper Pty Ltd trimmed | 769,378 | $83M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 759,254 | $82M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 755,407 | $81M | 0.5% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 754,096 | $81M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 683,606 | $74M | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 665,971 | $72M | 0.5% | 2026-Q2 |
| Swiss National Bank trimmed | 611,500 | $66M | 0.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 591,790 | $64M | 0.4% | 2026-Q2 |
| National Pension Service added | 537,896 | $58M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 534,331 | $58M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 518,497 | $56M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 503,256 | $54M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 482,776 | $52M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 480,845 | $52M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 468,554 | $51M | 0.3% | 2026-Q2 |
| FMR LLC added | 462,810 | $50M | 0.3% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 438,113 | $47M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 430,966 | $46M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 416,664 | $45M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 414,014 | $45M | 0.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 404,317 | $44M | 0.3% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 401,650 | $43M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 388,059 | $42M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 378,972 | $41M | 0.3% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 370,523 | $40M | 0.3% | 2026-Q2 |
| CONNING INC. trimmed | 363,250 | $39M | 0.3% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 355,366 | $38M | 0.3% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 347,146 | $37M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 343,281 | $37M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 312,152 | $34M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 308,682 | $33M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 298,736 | $32M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 289,846 | $31M | 0.2% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. trimmed | 287,951 | $31M | 0.2% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 268,408 | $29M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 257,878 | $28M | 0.2% | 2026-Q2 |
| TRUST POINT INC. trimmed | 238,017 | $26M | 0.2% | 2026-Q2 |
| STRS OHIO added | 237,625 | $26M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 229,363 | $25M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 227,694 | $25M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 226,559 | $24M | 0.2% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD trimmed | 223,260 | $24M | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 222,669 | $24M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 222,530 | $24M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 218,188 | $21M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 212,976 | $23M | 0.2% | 2026-Q2 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 209,100 | $23M | 0.2% | 2026-Q2 |
| Swedbank AB added | 209,044 | $23M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 208,030 | $22M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 206,799 | $22M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 203,083 | $18M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 198,253 | $21M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 197,264 | $21M | 0.1% | 2026-Q2 |
| AVIVA PLC trimmed | 190,079 | $20M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 189,516 | $20M | 0.1% | 2026-Q2 |
| ASR Vermogensbeheer N.V. added | 176,618 | $19M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 174,626 | $19M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 166,010 | $18M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 158,031 | $17M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 154,510 | $17M | 0.1% | 2026-Q2 |
| CAPITAL MANAGEMENT CORP /VA added | 152,083 | $16M | 0.1% | 2026-Q2 |
| APG Asset Management N.V. added | 151,218 | $14M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 146,285 | $16M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 145,637 | $16M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 145,051 | $16M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 144,930 | $16M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 142,722 | $15M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 140,932 | $15M | 0.1% | 2026-Q2 |
| LBP AM SA added | 136,038 | $15M | 0.1% | 2026-Q2 |
| MAIRS & POWER INC trimmed | 135,283 | $15M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 129,462 | $14M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S added | 126,107 | $14M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.