Principal Financial GroupPFG
13F holders, Q1 2026 (March 31)914holders +21
97new positions
77sold out
6famous investors
$90.08avg. 13F price*
At the end of Q1 2026, 914 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 21 from Q4 2025. 97 opened new positions and 77 sold out. The largest holders were BlackRock, Inc. ($1.8B), Nippon Life Insurance Co. ($1.6B) and Vanguard Capital Management LLC ($1.2B). 6 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Principal Financial Group
- Sector
- Finance
- CUSIP
- 74251V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $605.8M |
| Exits | 77 | $166.8M |
All 13F filers, Q4 2025 → Q1 2026: 18,333,066 shares bought and 7,002,239 shares sold, net +11,330,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 914 holders
| BlackRock, Inc. | 0.03% | Reduce -0.5% | 20,322,358 | $1.8B |
| Nippon Life Insurance Co. | 32.01% | No change | 18,137,000 | $1.6B |
| Vanguard Capital Management LLC | 0.03% | — | 13,474,208 | $1.2B |
| Vanguard Portfolio Management LLC | 0.05% | — | 11,264,834 | $1.0B |
| State Street Corp. | 0.03% | Reduce -3.1% | 10,179,842 | $917.3M |
| Bank of America Corp. | 0.06% | Add +5.0% | 8,819,452 | $794.7M |
| Capital World Investors | 0.07% | New | 6,026,881 | $543.1M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +310.1% | 5,923,936 | $533.8M |
| Geode Capital Management, LLC | 0.03% | Add +1.5% | 5,660,667 | $508.2M |
| Dimensional Fund Advisors LP | 0.07% | Add +3.2% | 3,886,509 | $350.2M |
| Invesco Ltd. | 0.03% | Add +7.8% | 3,541,982 | $319.2M |
| Northern Trust Corp. | 0.04% | Reduce -2.7% | 3,333,706 | $300.4M |
| Morgan Stanley | 0.02% | Reduce -2.4% | 3,006,287 | $270.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +10.2% | 2,754,277 | $248.2M |
| AQR Capital Management | 0.10% | Add +4.6% | 2,456,733 | $220.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.3% | 1,971,575 | $177.7M |
| Legal & General Group Plc | 0.04% | Add +3.4% | 1,694,596 | $152.7M |
| Deutsche Bank AG | 0.04% | Add +19.8% | 1,383,643 | $124.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.9% | 1,190,553 | $107.3M |
| UBS Group AG | 0.02% | Add +21.6% | 1,166,730 | $105.1M |
| JPMorgan Chase & Co. | 0.01% | Add +11.4% | 1,189,593 | $105.0M |
| Amundi | 0.03% | Reduce -6.8% | 1,151,817 | $103.8M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 1,130,176 | $101.8M |
| AustralianSuper Pty Ltd | 0.44% | Add +4.5% | 937,473 | $84.5M |
| Royal Bank of Canada | 0.01% | Add +14.2% | 877,645 | $79.1M |
| HSBC Holdings PLC | 0.04% | Reduce -3.9% | 780,743 | $70.4M |
| LPL Financial LLC | 0.02% | Add +39.7% | 728,464 | $65.6M |
| Victory Capital Management Inc. | 0.04% | Add +23.0% | 727,924 | $65.6M |
| Barclays PLC | 0.02% | Add +24.3% | 726,136 | $65.4M |
| Swiss National Bank | 0.03% | Add +5.5% | 644,800 | $58.1M |
| Nuveen, LLC | 0.01% | Add +10.1% | 603,915 | $54.4M |
| Raymond James Financial Inc. | 0.02% | Add +87.3% | 602,197 | $54.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.09% | Add +157.5% | 591,931 | $53.3M |
| American Century Companies Inc. | 0.03% | Add +37.5% | 591,228 | $53.3M |
| Federated Hermes, Inc. | 0.09% | Add +3112.6% | 581,347 | $52.4M |
| Wells Fargo & Company | 0.01% | Add +123.1% | 578,610 | $52.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -2.0% | 566,364 | $51.0M |
| First Trust Advisors LP | 0.04% | Reduce -19.3% | 555,487 | $50.1M |
| FMR LLC | 0.00% | Reduce -10.9% | 543,926 | $49.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.7% | 509,894 | $45.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +16.1% | 507,575 | $45.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.5% | 480,402 | $43.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | — | 452,326 | $40.8M |
| Teacher Retirement System of Texas | 0.17% | Reduce -3.8% | 450,593 | $40.6M |
| Rhumbline Advisers | 0.03% | Reduce -1.4% | 445,252 | $40.1M |
| Vanguard Global Advisers, LLC | 0.02% | — | 438,656 | $39.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -19.3% | 420,035 | $37.8M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +80.2% | 416,864 | $37.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.28% | Add +3.7% | 411,800 | $37.1M |
| California Public Employees Retirement System | 0.02% | Reduce -0.5% | 410,420 | $37.0M |
| Fort Washington Investment Advisors Inc. | 0.20% | Add +3.8% | 408,534 | $36.8M |
| Conning Inc. | 1.25% | Add +8.1% | 398,470 | $35.9M |
| California State Teachers Retirement System | 0.04% | Reduce -1.9% | 397,874 | $35.9M |
| KBC Group NV | 0.09% | Reduce -0.1% | 396,845 | $35.8M |
| Wedge Capital Management L L P | 0.65% | Reduce -5.2% | 390,352 | $35.2M |
| Eurizon Capital SGR S.p.A. | 0.11% | Add +4.0% | 382,927 | $34.5M |
| North Star Asset Management Inc. | 1.49% | Reduce -1.7% | 382,045 | $34.4M |
| Trust Point Inc. | 2.89% | Reduce -0.1% | 369,076 | $33.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +434.2% | 328,095 | $29.6M |
| SG Americas Securities, LLC | 0.03% | Add +33.8% | 327,360 | $29.5M |
| Two Sigma Investments, LP | 0.02% | Add +16.2% | 304,787 | $27.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.4% | 283,952 | $25.6M |
| Franklin Resources Inc. | 0.01% | Add +93.2% | 279,762 | $25.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -6.2% | 263,516 | $23.7M |
| Alliancebernstein L.P. | 0.01% | Add +11.3% | 263,504 | $23.2M |
| Sound Income Strategies, LLC | 1.06% | Reduce -0.1% | 243,934 | $22.0M |
| AE Wealth Management LLC | 0.11% | Add +27.4% | 227,548 | $20.5M |
| Principal Financial Group Inc. | 0.01% | Add +5.4% | 226,718 | $20.4M |
| GW Henssler & Associates Ltd. | 0.95% | Add +0.2% | 223,926 | $20.2M |
| Bridgewater Associates | 0.09% | Reduce -53.5% | 220,922 | $19.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 210,924 | $19.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +1.4% | 210,700 | $19.0M |
| Adams Diversified Equity Fund, Inc. | 0.66% | New | 209,100 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +1276.4% | 205,814 | $18.5M |
| Swedbank AB | 0.02% | Reduce -0.5% | 205,073 | $18.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -0.3% | 203,083 | $18.4M |
| Cerity Partners LLC | 0.03% | Add +12.7% | 203,323 | $18.3M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 202,996 | $18.3M |
| Citigroup Inc. | 0.01% | Reduce -15.3% | 202,755 | $18.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -67.6% | 201,881 | $18.2M |
| State of Wisconsin Investment Board | 0.04% | Reduce -7.6% | 200,708 | $18.1M |
| Quantinno Capital Management LP | 0.03% | Add +19.3% | 198,492 | $17.9M |
| Aviva PLC | 0.03% | Reduce -0.2% | 192,827 | $17.4M |
| Acadian Asset Management LLC | 0.02% | Reduce -17.0% | 186,884 | $16.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +372.9% | 183,075 | $16.5M |
| Gotham Asset Management | 0.05% | Add +1936.4% | 178,451 | $16.1M |
| Storebrand Asset Management As | 0.04% | Add +3.0% | 172,042 | $15.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +0.6% | 169,710 | $15.3M |
| Bank of Montreal | 0.01% | Reduce -11.6% | 169,381 | $15.3M |
| Focus Partners Wealth | 0.02% | Add +3.9% | 168,312 | $15.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -8.0% | 165,049 | $14.9M |
| Mairs & Power Inc. | 0.15% | Reduce -22.6% | 163,884 | $14.8M |
| Aberdeen Group plc | 0.02% | Add +0.5% | 162,462 | $14.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -3.5% | 157,953 | $14.2M |
| Capital Management Corp. | 2.34% | Reduce -9.7% | 151,939 | $13.7M |
| Allianz Asset Management GmbH | 0.01% | Add +4.4% | 144,425 | $13.0M |
| AMG National Trust Bank | 0.27% | Add +2.1% | 138,056 | $12.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.7% | 137,401 | $12.4M |
| Cetera Investment Advisers | 0.01% | Add +20.1% | 131,728 | $11.9M |
| National Pension Service | 0.01% | Add +455.1% | 131,469 | $11.8M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.