Principal Financial GroupPFG
13F holders, Q2 2026 (June 30)961holders +47
103new positions
55sold out
9famous investors
$107.73avg. 13F price*
At the end of Q2 2026, 961 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 47 from Q1 2026. 103 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($2.2B), Nippon Life Insurance Co. ($2.0B) and Vanguard Capital Management LLC ($1.5B). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Principal Financial Group
- Sector
- Finance
- CUSIP
- 74251V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $52.6M |
| Exits | 55 | $49.5M |
All 13F filers, Q1 2026 → Q2 2026: 7,617,500 shares bought and 7,547,519 shares sold, net +69,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 961 holders
| BlackRock, Inc. | 0.03% | Reduce -1.5% | 20,014,673 | $2.2B |
| Nippon Life Insurance Co. | 32.37% | No change | 18,137,000 | $2.0B |
| Vanguard Capital Management LLC | 0.03% | Add +0.0% | 13,479,468 | $1.5B |
| Vanguard Portfolio Management LLC | 0.05% | Add +0.0% | 11,266,018 | $1.2B |
| State Street Corp. | 0.03% | Add +0.8% | 10,264,856 | $1.1B |
| Bank of America Corp. | 0.05% | Reduce -21.9% | 6,884,023 | $742.0M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +9.8% | 6,502,068 | $700.8M |
| Capital World Investors | 0.08% | Add +0.2% | 6,040,005 | $651.0M |
| Geode Capital Management, LLC | 0.03% | Add +0.4% | 5,681,672 | $610.0M |
| Dimensional Fund Advisors LP | 0.08% | Add +0.9% | 3,923,279 | $422.9M |
| Invesco Ltd. | 0.03% | Add +6.5% | 3,771,641 | $406.5M |
| Northern Trust Corp. | 0.04% | Reduce -2.5% | 3,249,703 | $350.3M |
| Morgan Stanley | 0.02% | Reduce -0.6% | 2,988,144 | $322.1M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -9.2% | 2,500,019 | $269.5M |
| AQR Capital Management | 0.09% | Reduce -5.8% | 2,315,065 | $249.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +12.4% | 2,216,125 | $238.9M |
| Norges Bank | 0.02% | — | 2,014,675 | $217.1M |
| Legal & General Group Plc | 0.03% | Reduce -9.7% | 1,529,483 | $164.8M |
| JPMorgan Chase & Co. | 0.01% | Add +23.8% | 1,472,797 | $159.8M |
| UBS Group AG | 0.02% | Add +11.1% | 1,296,073 | $139.7M |
| Deutsche Bank AG | 0.04% | Reduce -11.0% | 1,231,533 | $132.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.1% | 1,153,947 | $124.4M |
| HSBC Holdings PLC | 0.06% | Add +47.7% | 1,153,117 | $124.3M |
| LPL Financial LLC | 0.03% | Add +55.7% | 1,134,085 | $122.2M |
| Vanguard Fiduciary Trust Co. | 0.03% | Reduce -0.8% | 1,120,944 | $120.8M |
| Federated Hermes, Inc. | 0.15% | Add +67.3% | 972,814 | $104.8M |
| Royal Bank of Canada | 0.02% | Add +5.4% | 924,893 | $99.7M |
| Amundi | 0.02% | Reduce -22.3% | 895,365 | $96.5M |
| American Century Companies Inc. | 0.04% | Add +47.8% | 874,031 | $94.2M |
| AustralianSuper Pty Ltd | 0.36% | Reduce -17.9% | 769,378 | $82.9M |
| Victory Capital Management Inc. | 0.05% | Add +4.3% | 759,254 | $81.8M |
| Wells Fargo & Company | 0.01% | Add +30.6% | 755,407 | $81.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Add +48.6% | 754,096 | $81.3M |
| Raymond James Financial Inc. | 0.02% | Add +13.5% | 683,606 | $73.7M |
| Barclays PLC | 0.02% | Reduce -8.3% | 665,971 | $71.8M |
| Swiss National Bank | 0.03% | Reduce -5.2% | 611,500 | $65.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.09% | Reduce -0.0% | 591,790 | $63.8M |
| National Pension Service | 0.04% | Add +309.1% | 537,896 | $58.0M |
| BNP Paribas Financial Markets | 0.03% | Reduce -5.7% | 534,331 | $57.6M |
| Nuveen, LLC | 0.01% | Reduce -14.1% | 518,497 | $55.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +4.8% | 503,256 | $54.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -5.3% | 482,776 | $52.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | Add +6.3% | 480,845 | $51.8M |
| O'shaughnessy Asset Management, LLC | 0.24% | Add +12.4% | 468,554 | $50.5M |
| FMR LLC | 0.00% | Reduce -14.9% | 462,810 | $49.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.28% | Add +6.4% | 438,113 | $47.2M |
| Vanguard Global Advisers, LLC | 0.02% | Reduce -1.8% | 430,966 | $46.4M |
| California Public Employees Retirement System | 0.03% | Add +1.5% | 416,664 | $44.9M |
| Rhumbline Advisers | 0.03% | Reduce -7.0% | 414,014 | $44.6M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.7% | 404,317 | $43.6M |
| Caisse de depot et placement du Quebec | 0.06% | Add +3548.4% | 401,650 | $43.3M |
| KBC Group NV | 0.09% | Reduce -0.8% | 393,837 | $42.4M |
| Citigroup Inc. | 0.02% | Add +91.4% | 388,059 | $41.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 378,972 | $40.8M |
| North Star Asset Management Inc. | 1.57% | Reduce -3.0% | 370,523 | $39.9M |
| Conning Inc. | 1.22% | Reduce -8.8% | 363,250 | $39.2M |
| California State Teachers Retirement System | 0.04% | Reduce -10.7% | 355,366 | $38.3M |
| Wedge Capital Management L L P | 0.62% | Reduce -11.1% | 347,146 | $37.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +30.3% | 343,281 | $37.0M |
| Gotham Asset Management | 0.08% | Add +74.9% | 312,152 | $33.6M |
| Franklin Resources Inc. | 0.01% | Add +10.3% | 308,682 | $33.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +48.0% | 298,736 | $32.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.1% | 289,846 | $31.2M |
| Eurizon Capital SGR S.p.A. | 0.08% | Reduce -24.8% | 287,951 | $31.0M |
| Fort Washington Investment Advisors Inc. | 0.15% | Reduce -34.3% | 268,408 | $28.9M |
| AE Wealth Management LLC | 0.13% | Add +13.3% | 257,878 | $27.8M |
| Trust Point Inc. | 2.18% | Reduce -35.5% | 238,017 | $25.7M |
| STRS Ohio | 0.10% | Add +4465.3% | 237,625 | $25.6M |
| Stifel Financial Corp. | 0.02% | Add +11.4% | 229,363 | $24.7M |
| Quantinno Capital Management LP | 0.03% | Add +14.7% | 227,694 | $24.5M |
| Bank of Montreal | 0.01% | Add +33.8% | 226,559 | $24.4M |
| Acadian Asset Management LLC | 0.03% | Add +21.1% | 226,343 | $24.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -31.3% | 224,983 | $24.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.5% | 223,273 | $24.1M |
| GW Henssler & Associates Ltd. | 1.07% | Reduce -0.3% | 223,260 | $24.1M |
| Sound Income Strategies, LLC | 1.08% | Reduce -8.7% | 222,669 | $24.0M |
| Teacher Retirement System of Texas | 0.06% | Reduce -50.6% | 222,530 | $24.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +16.3% | 212,976 | $23.0M |
| Adams Diversified Equity Fund, Inc. | 0.69% | No change | 209,100 | $22.5M |
| Swedbank AB | 0.02% | Add +1.9% | 209,044 | $22.5M |
| Cerity Partners LLC | 0.03% | Add +2.3% | 208,030 | $22.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -1.9% | 206,799 | $22.3M |
| Allianz Asset Management GmbH | 0.02% | Add +39.5% | 201,525 | $21.7M |
| Storebrand Asset Management As | 0.05% | Add +15.2% | 198,253 | $21.4M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -2.8% | 197,264 | $21.3M |
| Aviva PLC | 0.03% | Reduce -1.4% | 190,079 | $20.5M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +47.0% | 189,516 | $20.4M |
| ASR Vermogensbeheer N.V. | 0.20% | Add +844.5% | 176,618 | $19.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -13.6% | 175,378 | $18.9M |
| Focus Partners Wealth | 0.02% | Add +3.8% | 174,626 | $18.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -22.9% | 203,083 | $18.3M |
| Aberdeen Group plc | 0.03% | Add +2.2% | 166,010 | $17.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.7% | 163,938 | $17.7M |
| State of Wisconsin Investment Board | 0.03% | Reduce -21.3% | 158,031 | $17.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.2% | 154,510 | $16.7M |
| Capital Management Corp. | 2.46% | Add +0.1% | 152,083 | $16.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.6% | 146,285 | $15.8M |
| Los Angeles Capital Management LLC | 0.06% | Add +13944.1% | 145,637 | $15.7M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +277.5% | 145,051 | $15.6M |
| Cetera Investment Advisers | 0.01% | Add +10.0% | 144,930 | $15.6M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.