PFG Principal Financial Group, Inc.
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 June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 20.0M | 11.8% |
| NIPPON LIFE INSURANCE CO | 18.1M | 10.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 13.5M | 7.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.3M | 6.6% |
| STATE STREET CORP | 10.3M | 6.0% |
| BANK OF AMERICA CORP /DE/ | 6.9M | 4.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.5M | 3.8% |
| Capital World Investors | 6.0M | 3.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 5.7M | 3.3% |
| DIMENSIONAL FUND ADVISORS LP | 3.9M | 2.3% |
| Invesco Ltd. | 3.8M | 2.2% |
| NORTHERN TRUST CORP | 3.2M | 1.9% |
| MORGAN STANLEY | 3.0M | 1.8% |
| GOLDMAN SACHS GROUP INC | 2.5M | 1.5% |
| AQR CAPITAL MANAGEMENT LLC | 2.3M | 1.4% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.2M | 1.3% |
| NORGES BANK | 2.0M | 1.2% |
| Legal & General Group Plc | 1.5M | 0.9% |
| JPMORGAN CHASE & CO | 1.5M | 0.9% |
| UBS Group AG | 1.3M | 0.8% |
| DEUTSCHE BANK AG\ | 1.2M | 0.7% |
| Bank of New York Mellon Corp | 1.2M | 0.7% |
| HSBC HOLDINGS PLC | 1.2M | 0.7% |
| LPL Financial LLC | 1.1M | 0.7% |
| VANGUARD FIDUCIARY TRUST CO | 1.1M | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Reduced | 8.8M | 6.9M | -1.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 5.9M | 6.5M | +578.1K |
| FIRST TRUST ADVISORS LP | Reduced | 555.5K | 142.7K | -412.8K |
| National Pension Service | Increased | 131.5K | 537.9K | +406.4K |
| LPL Financial LLC | Increased | 728.5K | 1.1M | +405.6K |
| FEDERATED HERMES, INC. | Increased | 581.3K | 972.8K | +391.5K |
| Caisse de depot et placement du Quebec | Increased | 11.0K | 401.7K | +390.6K |
| HSBC HOLDINGS PLC | Increased | 780.7K | 1.2M | +372.4K |
| BlackRock, Inc. | Reduced | 20.3M | 20.0M | -307.7K |
| JPMORGAN CHASE & CO | Increased | 1.2M | 1.5M | +283.2K |
| AMERICAN CENTURY COMPANIES INC | Increased | 591.2K | 874.0K | +282.8K |
| Amundi | Reduced | 1.2M | 895.4K | -256.5K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 304.8K | 50.5K | -254.3K |
| GOLDMAN SACHS GROUP INC | Reduced | 2.8M | 2.5M | -254.3K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Increased | 507.6K | 754.1K | +246.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Increased | 2.0M | 2.2M | +244.6K |
| STRS OHIO | Increased | 5.2K | 237.6K | +232.4K |
| Invesco Ltd. | Increased | 3.5M | 3.8M | +229.7K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Reduced | 450.6K | 222.5K | -228.1K |
| Bridgewater Associates, LP | Reduced | 220.9K | 16.0K | -204.9K |
| CITIGROUP INC | Increased | 202.8K | 388.1K | +185.3K |
| WELLS FARGO & COMPANY/MN | Increased | 578.6K | 755.4K | +176.8K |
| CANADA PENSION PLAN INVESTMENT BOARD | Sold Out | 169.7K | 0 | -169.7K |
| AustralianSuper Pty Ltd | Reduced | 937.5K | 769.4K | -168.1K |
| Legal & General Group Plc | Reduced | 1.7M | 1.5M | -165.1K |
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.