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PFG

Principal Financial Group Inc
$112.92 -0.69 (-0.61%) At close · Jul 14
Market Cap
$24.39B
Shares
216,012,384

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 916
Total Value: $14,465,123,474
Total Shares: 156,769,696
Showing 1–100 of 926 holdings by value · page 1 of 10

Institutional Ownership Trend

26 quarters

Superinvestors Holding PFG

All superinvestors →
Ray Dalio $19,907,281 Joel Greenblatt $16,080,219

Holder Concentration

Across 913 13F filers
Top Holder
12.9%
Jun 2023 → Mar 2026 · range 12.9% – 16.9%
of institutional value
Top 5
45.2%
Jun 2023 → Mar 2026 · range 45.2% – 53.4%
of institutional value
Top 10
61.1%
Jun 2023 → Mar 2026 · range 61.1% – 67.5%
of institutional value
HHI
527
Jun 2023 → Mar 2026 · range 527 – 695
Broadly held
Showing 100 of 926
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid NIPPON LIFE INSURANCE CO Insurance $1,954,805,860 13.51% 18,137,000
Mega BlackRock, Inc. $1,831,247,669 12.66% 20,322,358
Mega VANGUARD CAPITAL MANAGEMENT LLC $1,214,160,882 8.39% 13,474,208
Mega STATE STREET CORP $917,305,562 6.34% 10,179,842
Mega BANK OF AMERICA CORP /DE/ Bank $794,720,816 5.49% 8,819,452
Mega Capital World Investors $543,082,246 3.75% 6,026,881
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $533,805,872 3.69% 5,923,936
Mega GEODE CAPITAL MANAGEMENT, LLC $510,082,703 3.53% 5,660,667
Mega DIMENSIONAL FUND ADVISORS LP $350,213,324 2.42% 3,886,509
Mega Invesco Ltd. $319,167,991 2.21% 3,541,982
Mega NORTHERN TRUST CORP Bank $300,400,243 2.08% 3,333,706
Mega MORGAN STANLEY $270,896,514 1.87% 3,006,287
Mega GOLDMAN SACHS GROUP INC $248,187,899 1.72% 2,754,277
Mega AQR CAPITAL MANAGEMENT LLC $221,376,205 1.53% 2,456,733
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $177,658,618 1.23% 1,971,575
Mega Legal & General Group Plc $152,700,044 1.06% 1,694,596
Mega DEUTSCHE BANK AG\ Bank $124,680,068 0.86% 1,383,643
Mega Bank of New York Mellon Corp Bank $107,280,723 0.74% 1,190,553
Mega JPMORGAN CHASE & CO $107,194,218 0.74% 1,189,593
Mega UBS Group AG $105,134,038 0.73% 1,166,730
Mega Amundi $103,790,228 0.72% 1,151,817
Mega VANGUARD FIDUCIARY TRUST CO Bank $101,840,159 0.70% 1,130,176
Large AustralianSuper Pty Ltd $84,475,692 0.58% 937,473
Mega ROYAL BANK OF CANADA Bank $79,084,588 0.55% 877,645
Mega HSBC HOLDINGS PLC $70,352,749 0.49% 780,743
Mega LPL Financial LLC $65,641,891 0.45% 728,464
Mega VICTORY CAPITAL MANAGEMENT INC $65,593,231 0.45% 727,924
Mega BARCLAYS PLC $65,432,112 0.45% 726,136
Mega Swiss National Bank Bank $58,102,928 0.40% 644,800
Mega Nuveen, LLC $54,418,779 0.38% 603,915
Mega RAYMOND JAMES FINANCIAL INC $54,263,970 0.38% 602,197
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $53,338,902 0.37% 591,931
Mega AMERICAN CENTURY COMPANIES INC $53,275,555 0.37% 591,228
Large FEDERATED HERMES, INC. $52,385,177 0.36% 581,347
Mega WELLS FARGO & COMPANY/MN $52,138,544 0.36% 578,610
Mega BNP PARIBAS ARBITRAGE, SA $51,035,060 0.35% 566,364
Mega FIRST TRUST ADVISORS LP $50,054,933 0.35% 555,487
Mega FMR LLC $49,013,169 0.34% 543,926
Mega Sumitomo Mitsui Trust Group, Inc. $45,946,548 0.32% 509,894
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $45,737,583 0.32% 507,575
Mega Mitsubishi UFJ Asset Management Co., Ltd. $43,289,024 0.30% 480,402
Mega VANGUARD ASSET MANAGEMENT, Ltd $40,759,095 0.28% 452,326
Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension $40,602,935 0.28% 450,593
Mega RHUMBLINE ADVISERS $40,121,657 0.28% 445,252
Mega Vanguard Global Advisers, LLC $39,527,292 0.27% 438,656
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $37,849,353 0.26% 420,035
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $37,563,614 0.26% 416,864
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $37,415,395 0.26% 347,146
Mega California Public Employees Retirement System Pension $36,982,946 0.26% 410,420
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $36,812,998 0.25% 408,534
Mid CONNING INC. $35,906,131 0.25% 398,470
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $35,852,426 0.25% 397,874
Large KBC Group NV $35,759,702 0.25% 396,845
Large Eurizon Capital SGR S.p.A. $34,505,551 0.24% 382,927
Mid NORTH STAR ASSET MANAGEMENT INC $34,426,073 0.24% 382,045
Mega ENVESTNET ASSET MANAGEMENT INC $29,564,640 0.20% 328,095
Large SG Americas Securities, LLC Broker-Dealer $29,498,409 0.20% 327,360
Mega TWO SIGMA INVESTMENTS, LP $27,464,356 0.19% 304,787
Small TRUST POINT INC. $25,653,471 0.18% 238,017
Mega PRICE T ROWE ASSOCIATES INC /MD/ $25,586,914 0.18% 283,952
Mega FRANKLIN RESOURCES INC $25,209,350 0.17% 279,762
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $23,745,426 0.16% 263,516
Mega ALLIANCEBERNSTEIN L.P. $23,744,345 0.16% 263,504
Mid Sound Income Strategies, LLC $21,980,892 0.15% 243,934
Mid AE Wealth Management LLC $20,504,319 0.14% 227,548
Mega PRINCIPAL FINANCIAL GROUP INC $20,429,558 0.14% 226,718
Mid GW HENSSLER & ASSOCIATES LTD $20,177,971 0.14% 223,926
Large Bridgewater Associates, LP $19,907,281 0.14% 220,922
Mega AMERIPRISE FINANCIAL INC $19,006,359 0.13% 210,924
Large Universal- Beteiligungs- und Servicegesellschaft mbH $18,986,177 0.13% 210,700
Mid ADAMS DIVERSIFIED EQUITY FUND, INC. $18,842,001 0.13% 209,100
Large STIFEL FINANCIAL CORP $18,545,897 0.13% 205,814
Large Swedbank AB Bank $18,479,128 0.13% 205,073
Large Cerity Partners LLC $18,321,434 0.13% 203,323
Large CANADA LIFE ASSURANCE Co Insurance $18,299,809 0.13% 203,083
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $18,291,969 0.13% 202,996
Mega CITIGROUP INC $18,270,251 0.13% 202,755
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $18,191,496 0.13% 201,881
Large STATE OF WISCONSIN INVESTMENT BOARD $18,085,797 0.13% 200,708
Large Quantinno Capital Management LP $17,886,114 0.12% 198,492
Large AVIVA PLC $17,375,640 0.12% 192,827
Large ACADIAN ASSET MANAGEMENT LLC $16,840,117 0.12% 186,884
Large Mirae Asset Global Investments Co., Ltd. $16,496,887 0.11% 183,075
Large Gotham Asset Management, LLC $16,080,219 0.11% 178,451
Large STOREBRAND ASSET MANAGEMENT AS $15,502,704 0.11% 172,042
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $15,292,568 0.11% 169,710
Mega BANK OF MONTREAL /CAN/ Bank $15,262,919 0.11% 169,381
Large Focus Partners Wealth $15,166,594 0.10% 168,312
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $14,872,565 0.10% 165,049
Mid MAIRS & POWER INC $14,767,587 0.10% 163,884
Large Aberdeen Group plc $14,639,449 0.10% 162,462
Large Russell Investments Group, Ltd. $14,233,141 0.10% 157,953
Small CAPITAL MANAGEMENT CORP /VA $13,691,223 0.09% 151,939
Large Allianz Asset Management GmbH $13,014,135 0.09% 144,425
Mid AMG National Trust Bank Bank $12,440,226 0.09% 138,056
Mega PNC FINANCIAL SERVICES GROUP, INC. $12,381,199 0.09% 137,401
Large Cetera Investment Advisers $11,870,010 0.08% 131,728
Mega National Pension Service Pension $11,846,671 0.08% 131,469
Large Pictet Asset Management Holding SA $11,642,031 0.08% 129,198
Large Robeco Institutional Asset Management B.V. $11,615,629 0.08% 128,905
Key facts CIK 1126328 CUSIP 74251V102 13F (30d) 110 filings 87 filers Visit website Investor relations

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