PFG Principal Financial Group, Inc.

NASDAQ
$108.73

Principal Financial Group, Inc. (PFG) Institutional Ownership

What the institutions did with PFG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
13
filed both this quarter and last
Managers holding
11
-2 on the quarter
Buyers
4
0 opened new
Sellers
4
2 sold out entirely
Buyer share
50.0%
of managers who traded it
Breadth
+0.0
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
GoalVest Advisory LLC 18.3K 61.2%
First Citizens Financial Corp 3.4K 11.3%
CX Institutional 2.9K 9.5%
ROCKLAND TRUST CO 2.2K 7.5%
Versant Capital Management, Inc 1.3K 4.4%
TOMPKINS FINANCIAL CORP 650 2.2%
MassMutual Private Wealth & Trust, FSB 453 1.5%
Planning Strategies Inc. 207 0.7%
EASTERN BANK 188 0.6%
Rosenberg Matthew Hamilton 150 0.5%
BURKETT FINANCIAL SERVICES, LLC 141 0.5%

Largest changes

Manager Action Previous Current Change
Central Pacific Bank - Trust Division Sold Out 3.1K 0 -3.1K
PARK NATIONAL CORP /OH/ Sold Out 641 0 -641
GoalVest Advisory LLC Reduced 18.3K 18.3K -45
CX Institutional Increased 2.8K 2.9K +43
MassMutual Private Wealth & Trust, FSB Reduced 485 453 -32
Versant Capital Management, Inc Increased 1.3K 1.3K +24
BURKETT FINANCIAL SERVICES, LLC Increased 140 141 +1
Planning Strategies Inc. Increased 206 207 +1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.