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PFG — PRINCIPAL FINANCIAL GROUP IN

Reported value held$10.66B
Funds holding (latest)50
SectorFinancials

Index member: S&P 500

Funds holding (Q2 2026)42
Institutional value$7.83B · 72.93M sh
New / Add / Cut / Exit2 / 15 / 23 / 2
Top-5 / Top-10 concentration62.1% / 82.5%
Institutional holdings change Accumulating +0.3% (+201.61K sh)
Institutional value change Up +19.9%

As of Q2 2026, 42 SEC-registered investment managers reported holding PFG (PRINCIPAL FINANCIAL GROUP IN) in their latest 13F filings, with a combined reported value of $7.83B across 72.93M shares. That is +0.3% by share count (+201.61K shares) versus the previous quarter, while reported value moved +19.9%. Ownership is concentrated: the five largest holders account for 62.1% of reported value and the top ten for 82.5%.

Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 23 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

PFG is a constituent of the S&P 500 and is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 26.97M $2.38B 0.03% Reduce
BlackRock Inc history Q2 2026 20.01M $2.16B 0.03% Reduce
Bank of America Corp history Q2 2026 6.88M $741.96M 0.05% Reduce
Charles Schwab Investment Management history Q2 2026 6.50M $700.79M 0.09% Add
Capital World Investors history Q2 2026 6.04M $650.99M 0.08% Hold
Geode Capital Management history Q2 2026 5.68M $609.99M 0.03% Hold
Capital Research Global Investors history Q1 2025 4.98M $420.44M 0.09% Hold
Invesco Ltd history Q2 2026 3.77M $406.51M 0.03% Add
Northern Trust Corp history Q2 2026 3.25M $350.25M 0.04% Reduce
Morgan Stanley history Q2 2026 2.99M $322.06M 0.02% Reduce
Goldman Sachs Group history Q2 2026 2.50M $269.45M 0.02% Reduce
AQR Capital Management history Q2 2026 2.32M $249.52M 0.09% Reduce
Norges Bank Investment Management history Q2 2026 2.01M $217.14M 0.02% Reduce
Legal & General Investment Management America history Q2 2026 1.53M $164.85M 0.03% Reduce
UBS Group AG history Q2 2026 1.30M $139.69M 0.02% Add
Deutsche Bank AG history Q2 2026 1.23M $132.73M 0.04% Reduce
BNY Mellon history Q2 2026 1.15M $124.37M 0.02% Reduce
Amundi US history Q2 2026 895.37K $96.50M 0.02% Reduce
Wells Fargo & Co history Q2 2026 755.41K $81.42M 0.01% Add
National Pension Service of Korea history Q2 2026 537.90K $57.97M 0.04% Add

View all 50 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 19.89M 19.86M 19.59M 20.20M 20.03M 20.41M 20.32M 20.01M
Bank of America Corp 1.27M 11.09M 14.01M 19.45M 19.81M 16.83M 16.59M 13.72M 12.10M 10.58M 10.97M 10.72M 11.13M 9.80M 11.29M 12.37M 8.43M 8.40M 8.82M 6.88M
Charles Schwab Investment Management 3.70M 3.80M 4.05M 4.23M 4.50M 4.91M 1.28M 1.28M 1.28M 1.31M 1.36M 1.38M 1.40M 1.45M 1.47M 1.47M 1.44M 1.44M 5.92M 6.50M
Capital World Investors — — — — — — — — — — — — — — — — — — 6.03M 6.04M
Geode Capital Management 4.94M 4.99M 5.12M 4.94M 5.60M 5.59M 5.52M 5.60M 5.16M 5.18M 5.40M 5.43M 5.41M 5.47M 5.48M 5.49M 5.62M 5.58M 5.66M 5.68M
Invesco Ltd 3.08M 2.82M 2.92M 3.01M 2.60M 1.99M 1.80M 1.98M 2.23M 2.14M 2.68M 2.61M 3.29M 2.75M 2.60M 2.74M 3.38M 3.28M 3.54M 3.77M
Northern Trust Corp 4.25M 4.07M 4.11M 4.08M 4.00M 3.95M 3.96M 3.90M 3.92M 3.71M 3.58M 3.49M 3.34M 3.66M 3.58M 3.49M 3.47M 3.43M 3.33M 3.25M
Morgan Stanley 1.02M 971.50K 3.92M 3.00M 2.70M 4.51M 2.89M 2.66M 2.61M 3.41M 2.70M 2.87M 2.90M 2.91M 2.97M 3.17M 3.02M 3.08M 3.01M 2.99M
Goldman Sachs Group 2.19M 3.06M 2.02M 1.49M 1.41M 1.86M 2.38M 2.34M 1.96M 2.16M 1.39M 1.49M 1.73M 1.22M 2.61M 1.93M 2.36M 2.50M 2.75M 2.50M
AQR Capital Management 32.12K — 2.79K — 159.98K 295.65K 612.53K 586.28K 84.75K 33.46K 7.45K 13.45K 22.35K 118.73K 645.43K 596.72K 1.10M 2.35M 2.46M 2.32M
Norges Bank Investment Management — — — — — 940.65K — — — 3.23M — 3.25M — 2.80M — 2.86M — 3.10M — 2.01M
Legal & General Investment Management America 1.96M 1.90M 1.93M 2.01M 1.90M 1.83M 1.82M 2.09M 2.01M 2.22M 2.16M 2.08M 2.08M 1.63M 1.65M 1.58M 1.62M 1.64M 1.69M 1.53M
UBS Group AG 372.39K 315.79K 233.92K 239.67K 204.31K 312.44K 336.59K 360.58K 264.98K 364.65K 941.95K 874.50K 966.84K 1.49M 1.47M 1.25M 2.02M 959.34K 1.17M 1.30M
Deutsche Bank AG 695.14K 762.05K 802.77K 701.35K 656.95K 675.92K 616.82K 619.80K 653.26K 665.53K 706.56K 1.00M 854.19K 1.48M 1.00M 1.05M 1.05M 1.15M 1.38M 1.23M
BNY Mellon 4.78M 4.06M 1.92M 1.98M 2.24M 1.87M 1.81M 1.76M 1.63M 1.89M 1.85M 1.90M 1.88M 1.53M 1.43M 1.35M 1.23M 1.21M 1.19M 1.15M
Amundi US 820.90K 861.08K 990.47K 1.00M 1.03M 865.35K 654.33K 668.31K 752.37K 906.07K 1.41M 853.69K 1.10M 1.36M 1.14M 1.79M 1.54M 1.24M 1.15M 895.37K
Wells Fargo & Co 237.29K 307.57K 193.83K 218.13K 246.27K 243.55K 234.40K 210.19K 195.80K 193.88K 189.49K 196.41K 259.47K 182.32K 197.06K 232.18K 218.26K 259.35K 578.71K 755.41K
National Pension Service of Korea 485.83K 477.29K 448.66K 455.28K 426.47K 392.03K 369.02K 407.18K 398.15K 398.15K 406.10K 410.04K 377.59K 350.54K 379.86K 382.44K 388.05K 23.68K 131.47K 537.90K
Fidelity Management & Research (FMR) 2.05M 1.76M 615.88K 601.18K 582.04K 625.72K 630.41K 598.32K 588.85K 493.68K 522.29K 523.47K 503.23K 479.98K 649.54K 616.99K 609.93K 610.52K 543.93K 462.81K
MFS Investment Management — — — — — — — — — — — 251.09K 466.13K 457.14K 591.97K 608.95K 561.31K 520.46K 420.04K 404.32K

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