PRINCIPAL FINANCIAL GROUP PFG
$110.87
+1.8% 52w: $73.43 – $112.36
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data73.4392.90112.36
Jun 20, 2025 Jul 2, 2026
Institutional holders
908
+18 QoQ
13F value
$13.51B
+6.7% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
1.9×
$7.3M calls / $3.8M puts
Institutional value by quarter
Number of holders
Who owns PFG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 20.3M | $1.83B | 0.0% | -0.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 13.5M | $1.21B | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 11.3M | $1.02B | 0.1% | — |
| STATE STREET CORP | Index provider | 10.2M | $917.3M | 0.0% | -3.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.8M | $794.7M | 0.1% | +5.0% |
| Capital World Investors | Long only active | 6.0M | $543.1M | 0.1% | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 5.9M | $533.8M | 0.1% | +310.1% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 5.7M | $508.2M | 0.0% | +1.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 3.9M | $350.2M | 0.1% | +3.2% |
| Invesco Ltd. | Index provider | 3.5M | $319.2M | 0.0% | +7.8% |
| NORTHERN TRUST CORP | Index provider | 3.3M | $300.4M | 0.0% | -2.7% |
| MORGAN STANLEY | Bank broker | 3.0M | $270.9M | 0.0% | -2.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.8M | $248.2M | 0.0% | +10.2% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 2.5M | $220.6M | 0.1% | +4.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 2.0M | $177.7M | 0.0% | -0.3% |
| Legal & General Group Plc | Diversified mechanical | 1.7M | $152.7M | 0.0% | +3.4% |
| DEUTSCHE BANK AG\ | Bank broker | 1.4M | $124.7M | 0.0% | +19.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.2M | $107.3M | 0.0% | -1.9% |
| UBS Group AG | Bank broker | 1.2M | $105.1M | 0.0% | +21.6% |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $105.0M | 0.0% | +11.4% |
| Amundi | Diversified mechanical | 1.2M | $103.8M | 0.0% | -6.8% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.1M | $101.8M | 0.0% | — |
| AustralianSuper Pty Ltd | Other | 937.5K | $84.5M | 0.4% | +4.5% |
| ROYAL BANK OF CANADA | Bank broker | 877.6K | $79.1M | 0.0% | +14.2% |
| HSBC HOLDINGS PLC | Bank broker | 780.7K | $70.4M | 0.0% | -51.9% |
| LPL Financial LLC | Bank broker | 728.5K | $65.6M | 0.0% | +39.7% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 727.9K | $65.6M | 0.0% | +23.0% |
| BARCLAYS PLC | Bank broker | 726.1K | $65.4M | 0.0% | +24.3% |
| Swiss National Bank | Index provider | 644.8K | $58.1M | 0.0% | +5.5% |
| Nuveen, LLC | Diversified mechanical | 603.9K | $54.4M | 0.0% | +10.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 602.2K | $54.3M | 0.0% | +87.3% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 591.9K | $53.3M | 0.1% | +157.5% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 591.2K | $53.3M | 0.0% | +37.5% |
| FEDERATED HERMES, INC. | Diversified mechanical | 581.3K | $52.4M | 0.1% | +3112.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 578.6K | $52.1M | 0.0% | +123.1% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 566.4K | $51.0M | 0.0% | -2.0% |
| FIRST TRUST ADVISORS LP | Index provider | 555.5K | $50.1M | 0.0% | -19.3% |
| FMR LLC | Long only active | 543.9K | $49.0M | 0.0% | -10.9% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 509.9K | $45.9M | 0.0% | -2.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Bank broker | 507.6K | $45.7M | 0.1% | +16.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 480.4K | $43.3M | 0.0% | +5.5% |
| VANGUARD ASSET MANAGEMENT, Ltd | Diversified mechanical | 452.3K | $40.8M | 0.0% | — |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Diversified mechanical | 450.6K | $40.6M | 0.2% | -3.8% |
| RHUMBLINE ADVISERS | Diversified mechanical | 445.3K | $40.1M | 0.0% | -1.4% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 438.7K | $39.5M | 0.0% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 420.0K | $37.8M | 0.0% | -19.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 416.9K | $37.6M | 0.2% | +80.2% |
| California Public Employees Retirement System | Pension sovereign | 410.4K | $37.0M | 0.0% | -0.5% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Other | 408.5K | $36.8M | 0.2% | +3.8% |
| CONNING INC. | Other | 398.5K | $35.9M | 1.2% | +8.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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