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.
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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.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 20.0M | 11.7% |
| NIPPON LIFE INSURANCE CO | 18.1M | 10.6% |
| 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 | 4.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.5M | 3.8% |
| Capital World Investors | 6.0M | 3.5% |
| 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 |
| ASR Vermogensbeheer N.V. | Increased | 18.7K | 176.6K | +157.9K |
| DEUTSCHE BANK AG\ | Reduced | 1.4M | 1.2M | -152.1K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Increased | 1.0K | 145.6K | +144.6K |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 2.5M | 2.3M | -141.7K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Reduced | 408.5K | 268.4K | -140.1K |
| Gotham Asset Management, LLC | Increased | 178.5K | 312.2K | +133.7K |
| TRUST POINT INC. | Reduced | 369.1K | 238.0K | -131.1K |
| UBS Group AG | Increased | 1.2M | 1.3M | +129.3K |
| Federation des caisses Desjardins du Quebec | Increased | 38.4K | 145.1K | +106.6K |
| SG Americas Securities, LLC | Reduced | 327.4K | 225.0K | -102.4K |
| Mediolanum International Funds Ltd | Reduced | 115.5K | 18.5K | -97.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 201.9K | 298.7K | +96.9K |
| Eurizon Capital SGR S.p.A. | Reduced | 382.9K | 288.0K | -95.0K |
| Tredje AP-fonden | Sold Out | 93.5K | 0 | -93.5K |
| Assenagon Asset Management S.A. | Reduced | 105.4K | 12.3K | -93.1K |
| Interval Partners, LP | Sold Out | 87.8K | 0 | -87.8K |
| Candriam S.C.A. | Increased | 14.2K | 99.7K | +85.5K |
| Nuveen, LLC | Reduced | 603.9K | 518.5K | -85.4K |
| STATE STREET CORP | Increased | 10.2M | 10.3M | +85.0K |
| NORTHERN TRUST CORP | Reduced | 3.3M | 3.2M | -84.0K |
| Cambridge Investment Research Advisors, Inc. | Increased | 85.6K | 167.4K | +81.8K |
| RAYMOND JAMES FINANCIAL INC | Increased | 602.2K | 683.6K | +81.4K |
| FMR LLC | Reduced | 543.9K | 462.8K | -81.1K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Increased | 263.5K | 343.3K | +79.8K |
| CHASE INVESTMENT COUNSEL CORP | New | 0 | 68.8K | +68.8K |
| AMERIPRISE FINANCIAL INC | Reduced | 210.9K | 146.3K | -64.6K |
| MARSHALL WACE, LLP | Reduced | 102.2K | 38.1K | -64.1K |
| AMG National Trust Bank | Reduced | 138.1K | 74.4K | -63.6K |
| Robeco Institutional Asset Management B.V. | Increased | 128.9K | 189.5K | +60.6K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 263.5K | 203.1K | -60.4K |
| BARCLAYS PLC | Reduced | 726.1K | 666.0K | -60.2K |
| BANK OF MONTREAL /CAN/ | Increased | 169.4K | 226.6K | +57.2K |
| Allianz Asset Management GmbH | Increased | 144.4K | 201.5K | +57.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Increased | 416.9K | 468.6K | +51.7K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 328.1K | 379.0K | +50.9K |
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.