Principal Financial PFG Institutional Ownership

Ownership Summary

Principal Financial Group Inc (NASDAQ:PFG) has 887 institutional investors that have filed 13F reports for the period ending March 2026.

• Their combined ownership stood at 3350.8% of outstanding shares in March 2026, up from 3260.1% in December 2025.
• They increased total shares held in Principal Financial by 28.86% from last quarter, and the number of investors in PFG increased 6.1% annually.
• Among the 887 funds, 467 bought more Principal Financial shares, 248 sold down, and 172 held their ground.
• The aggregate institutional position in Principal Financial amounted to 167.54Mn shares as of March 2026, up by 37.52Mn shares quarter on quarter, and down 10.33Mn shares year over year.
• BlackRock, Inc. holds the largest position in PFG at 20.32Mn shares as of March 31, 2026, or 406.45% of shares outstanding.
• The most significant purchases of PFG for the quarter ending March 2026 came from VANGUARD CAPITAL MANAGEMENT LLC (13.47Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (11.26Mn), Capital World Investors (6.03Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (4.48Mn), VANGUARD FIDUCIARY TRUST CO (1.13Mn).
• The largest sellers of Principal Financial for the quarter ending March 2026 were Goldman Sachs Group Inc (2.24Mn), HSBC HOLDINGS PLC (843.38K), MARSHALL WACE, LLP (630.45K), CITADEL ADVISORS LLC (541.69K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (421.8K).
• Business Quant data shows the 10 biggest positions in Principal Financial as of March 2026 are held by BlackRock, Inc. (20.32Mn), NIPPON LIFE INSURANCE CO (18.14Mn), VANGUARD CAPITAL MANAGEMENT LLC (13.47Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (11.26Mn), State Street Corp (10.18Mn), Bank Of America Corp /De/ (8.82Mn), Capital World Investors (6.03Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.92Mn), GEODE CAPITAL MANAGEMENT, LLC (5.66Mn), DIMENSIONAL FUND ADVISORS LP (3.89Mn).