Principal Financial PFG Institutional Ownership

NASDAQ PFG

$114.02 -1.02 (-0.89%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

944 Institutions

Increased 499 52.9%

Unchanged 177 18.8%

Reduced 268 28.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

81.81%

▲+4.43 pp QoQ

Shares Held by Institutions

176.62Mn

of 215.90Mn outstanding

▲+5.53% QoQ

Shares Outstanding

215.90Mn

39.28Mn held outside 13F filers

Institutional Investors

944

filed 13F for Jun 2026

▲+40 vs prior quarter

Net Shares Added (QoQ)

+9.26Mn

accumulated since last quarter

Value of Holdings

$20.61Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Principal Financial Group Inc (NASDAQ:PFG) showed up in the 13F filings of 944 institutional investors as of June 2026.

These investors collectively held 81.8% of Principal Financial's outstanding shares in June 2026, up from 77.4% in March 2026.
They increased total shares held in Principal Financial by 5.53% from last quarter, and the number of investors in PFG increased 16.4% annually.
Of these 944 funds, 499 grew their exposure to Principal Financial, 268 cut back, and 177 maintained positions.
The aggregate institutional position in Principal Financial amounted to 176.62Mn shares as of June 2026, up by 9.26Mn shares quarter on quarter, and up 10.51Mn shares year over year.
BlackRock, Inc. holds the largest position in PFG at 20.01Mn shares as of June 30, 2026, or 9.27% of shares outstanding.
Top purchasers of PFG stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (6.5Mn), NORGES BANK (2.01Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (578.13K), National Pension Service (406.43K), LPL Financial LLC (405.62K).
The largest sellers of Principal Financial for the quarter ending June 2026 were Bank Of America Corp /De/ (1.94Mn), FIRST TRUST ADVISORS LP (412.76K), BlackRock, Inc. (307.68K), Amundi (256.45K), TWO SIGMA INVESTMENTS, LP (254.29K).
Business Quant data shows the 10 biggest positions in Principal Financial as of June 2026 are held by BlackRock, Inc. (20.01Mn), NIPPON LIFE INSURANCE CO (18.14Mn), VANGUARD CAPITAL MANAGEMENT LLC (13.48Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (11.27Mn), State Street Corp (10.26Mn), Bank Of America Corp /De/ (6.88Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (6.5Mn), Sixth Street Partners Management Company, L.P. (6.5Mn), Capital World Investors (6.04Mn), GEODE CAPITAL MANAGEMENT, LLC (5.68Mn).

Form 13F Holdings

944 Institutional Holders

Report period 30 Jun, 2026

Total shares held 176.62Mn

Of outstanding 81.81%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	20,014,673	9.27%	▼307,685	-1.51%	$2.16Bn
2	NIPPON LIFE INSURANCE CO	0000905591	18,137,000	8.40%	0	0.00%	$1.95Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	13,479,468	6.24%	▲5,260	+0.04%	$1.45Bn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	11,266,018	5.22%	▲1,184	+0.01%	$1.21Bn
5	State Street Corp	0000093751	10,264,856	4.75%	▲85,014	+0.84%	$1.11Bn
6	Bank Of America Corp /De/	0000070858	6,884,023	3.19%	▼1,935,429	-21.95%	$741.96Mn
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	6,502,068	3.01%	▲578,132	+9.76%	$700.79Mn
7	Sixth Street Partners Management Company, L.P.	0001812095	6,502,068	3.01%	▲6,502,068	0.00%	$700.79Mn
8	Capital World Investors	0001422849	6,040,005	2.80%	▲13,124	+0.22%	$650.99Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	5,681,672	2.63%	▲21,005	+0.37%	$609.99Mn
10	DIMENSIONAL FUND ADVISORS LP	0000354204	3,923,279	1.82%	▲36,770	+0.95%	$422.87Mn
11	Invesco Ltd.	0000914208	3,771,641	1.75%	▲229,659	+6.48%	$406.51Mn
12	Northern Trust Corp	0000073124	3,249,703	1.51%	▼84,003	-2.52%	$350.25Mn
13	Morgan Stanley	0000895421	2,988,144	1.38%	▼18,143	-0.60%	$322.06Mn
14	Goldman Sachs Group Inc	0000886982	2,500,019	1.16%	▼254,258	-9.23%	$269.45Mn
15	AQR CAPITAL MANAGEMENT LLC	0001167557	2,315,065	1.07%	▼141,668	-5.77%	$249.52Mn
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	2,216,125	1.03%	▲244,550	+12.40%	$238.85Mn
17	NORGES BANK	0001374170	2,014,675	0.93%	▲2,014,675	0.00%	$217.14Mn
18	Legal & General Group Plc	0000764068	1,529,483	0.71%	▼165,113	-9.74%	$164.85Mn
19	Jpmorgan Chase & Co	0000019617	1,472,797	0.68%	▲283,204	+23.81%	$159.81Mn

Showing 1 to 20 of 944 holders