PRINCIPAL FINANCIAL GROUP IN (PFG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
902
Reporting holders
$16.9B
Reported value
72.9%
Of shares outstanding
0.2%
Held as options
+42
Holder change
Institutions report 156,174,214 shares against 214,104,641 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.2B | 20,014,673 | 0.03% | 8q | -1.5%-$33.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 13,479,468 | 0.03% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 11,266,018 | 0.05% | 2q | HELD |
| STATE STREET CORP | $1.1B | 10,264,856 | 0.03% | 31q | +0.8%+$9.2M |
| BANK OF AMERICA CORP /DE/ | $742.0M | 6,884,023 | 0.05% | 31q | -21.9%-$208.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $700.8M | 6,502,068 | 0.09% | 31q | +9.8%+$62.3M |
| Sixth Street Partners Management Company, L.P. | $700.8M | 6,502,068 | 0.09% | new | NEW |
| Capital World Investors | $651.0M | 6,040,005 | 0.08% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $610.0M | 5,681,672 | 0.03% | 31q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $422.9M | 3,923,279 | 0.08% | 31q | +0.9%+$4.0M |
| Invesco Ltd. | $406.5M | 3,771,641 | 0.03% | 31q | +6.5%+$24.8M |
| NORTHERN TRUST CORP | $350.3M | 3,249,703 | 0.04% | 31q | -2.5%-$9.1M |
| MORGAN STANLEY | $322.1M | 2,988,144 | 0.02% | 35q | -0.6%-$2.0M |
| GOLDMAN SACHS GROUP INC | $269.5M | 2,500,019 | 0.02% | 31q | -9.2%-$27.4M |
| AQR CAPITAL MANAGEMENT LLC | $249.5M | 2,315,065 | 0.09% | 16q | -5.8%-$15.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $238.9M | 2,216,125 | 0.04% | 31q | +12.4%+$26.4M |
| NORGES BANK | $217.1M | 2,014,675 | 0.02% | 32q | -35.0%-$116.8M |
| Legal & General Group Plc | $164.8M | 1,529,483 | 0.03% | 31q | -9.7%-$17.8M |
| JPMORGAN CHASE & CO | $161.3M | 1,472,797 | 0.01% | 31q | +23.8%+$31.0M |
| UBS Group AG | $139.7M | 1,296,073 | 0.02% | 31q | +11.1%+$13.9M |
| DEUTSCHE BANK AG\ | $132.7M | 1,231,533 | 0.04% | 34q | -11.0%-$16.4M |
| Bank of New York Mellon Corp | $124.4M | 1,153,947 | 0.02% | 31q | -3.1%-$3.9M |
| HSBC HOLDINGS PLC | $124.3M | 1,153,117 | 0.05% | 31q | +47.7%+$40.1M |
| LPL Financial LLC | $122.2M | 1,134,085 | 0.03% | 31q | +55.7%+$43.7M |
| VANGUARD FIDUCIARY TRUST CO | $120.8M | 1,120,944 | 0.03% | 2q | -0.8%-$995.0K |
| FEDERATED HERMES, INC. | $104.8M | 972,814 | 0.15% | 31q | +67.3%+$42.2M |
| ROYAL BANK OF CANADA | $99.7M | 924,893 | 0.01% | 31q | +5.4%+$5.1M |
| Amundi | $96.5M | 895,365 | 0.02% | 21q | -22.3%-$27.6M |
| AMERICAN CENTURY COMPANIES INC | $94.2M | 874,031 | 0.04% | 27q | +47.8%+$30.5M |
| AustralianSuper Pty Ltd | $82.9M | 769,378 | 0.36% | 15q | -17.9%-$18.1M |
| VICTORY CAPITAL MANAGEMENT INC | $81.8M | 759,254 | 0.05% | 31q | +4.3%+$3.4M |
| WELLS FARGO & COMPANY/MN | $81.4M | 755,407 | 0.01% | 31q | -34.7%-$43.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $81.3M | 754,096 | 0.08% | 31q | +48.6%+$26.6M |
| RAYMOND JAMES FINANCIAL INC | $73.7M | 683,606 | 0.02% | 7q | +13.5%+$8.8M |
| BARCLAYS PLC | $71.8M | 665,971 | 0.01% | 31q | -8.3%-$6.5M |
| Swiss National Bank | $65.9M | 611,500 | 0.03% | 31q | -5.2%-$3.6M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $63.8M | 591,790 | 0.09% | 9q | HELD |
| National Pension Service | $58.0M | 537,896 | 0.04% | 31q | +309.1%+$43.8M |
| BNP PARIBAS FINANCIAL MARKETS | $57.6M | 534,331 | 0.02% | 31q | -5.7%-$3.5M |
| Nuveen, LLC | $55.9M | 518,497 | 0.01% | 6q | -14.1%-$9.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $54.2M | 503,256 | 0.03% | 31q | +4.8%+$2.5M |
| Sumitomo Mitsui Trust Group, Inc. | $52.0M | 482,776 | 0.03% | 31q | -5.3%-$2.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $51.8M | 480,845 | 0.04% | 2q | +6.3%+$3.1M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $50.5M | 468,554 | 0.23% | 25q | +12.4%+$5.6M |
| FMR LLC | $49.9M | 462,810 | 0.00% | 31q | -14.9%-$8.7M |
| Vanguard Global Advisers, LLC | $46.4M | 430,966 | 0.02% | 2q | -1.8%-$828.8K |
| California Public Employees Retirement System | $44.9M | 416,664 | 0.03% | 31q | +1.5%+$673.0K |
| RHUMBLINE ADVISERS | $44.6M | 414,014 | 0.03% | 31q | -7.0%-$3.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $43.6M | 404,317 | 0.01% | 9q | -3.7%-$1.7M |
| Caisse de depot et placement du Quebec | $43.3M | 401,650 | 0.06% | 3q | +3548.4%+$42.1M |
| CITIGROUP INC | $41.8M | 388,059 | 0.01% | 31q | +91.4%+$20.0M |
| ENVESTNET ASSET MANAGEMENT INC | $40.8M | 378,972 | 0.01% | 31q | +15.5%+$5.5M |
| NORTH STAR ASSET MANAGEMENT INC | $39.9M | 370,523 | 1.57% | 31q | -3.0%-$1.2M |
| CONNING INC. | $39.2M | 363,250 | 1.17% | 31q | -8.8%-$3.8M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $37.4M | 347,146 | 0.62% | 31q | -11.1%-$4.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $37.0M | 343,281 | 0.07% | 31q | +30.3%+$8.6M |
| Gotham Asset Management, LLC | $33.6M | 312,152 | 0.08% | 6q | +74.9%+$14.4M |
| FRANKLIN RESOURCES INC | $33.3M | 308,682 | 0.01% | 24q | +10.3%+$3.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $32.2M | 298,736 | 0.01% | 9q | +48.0%+$10.4M |
| Eurizon Capital SGR S.p.A. | $31.0M | 287,951 | 0.08% | 3q | -24.8%-$10.2M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28.9M | 268,408 | 0.15% | 31q | -34.3%-$15.1M |
| AE Wealth Management LLC | $27.8M | 257,878 | 0.13% | 29q | +13.3%+$3.3M |
| TRUST POINT INC. | $25.7M | 238,017 | 2.18% | 11q | -35.5%-$14.1M |
| STRS OHIO | $25.6M | 237,625 | 0.10% | 6q | +4465.3%+$25.1M |
| STIFEL FINANCIAL CORP | $24.7M | 229,363 | 0.02% | 31q | +11.4%+$2.5M |
| Quantinno Capital Management LP | $24.5M | 227,694 | 0.03% | 15q | +14.7%+$3.1M |
| BANK OF MONTREAL /CAN/ | $24.4M | 226,559 | 0.01% | 31q | +33.8%+$6.2M |
| PRINCIPAL FINANCIAL GROUP INC | $24.1M | 223,273 | 0.01% | 31q | -1.5%-$371.3K |
| GW HENSSLER & ASSOCIATES LTD | $24.1M | 223,260 | 1.07% | 22q | HELD |
| Sound Income Strategies, LLC | $24.0M | 222,669 | 1.08% | 31q | -8.7%-$2.3M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $24.0M | 222,530 | 0.06% | 6q | -50.6%-$24.6M |
| Mirae Asset Global Investments Co., Ltd. | $23.0M | 212,976 | 0.03% | 31q | -41.8%-$16.5M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | $22.5M | 209,100 | 0.69% | 2q | HELD |
| Swedbank AB | $22.5M | 209,044 | 0.02% | 21q | +1.9%+$428.0K |
| Cerity Partners LLC | $22.4M | 208,030 | 0.03% | 19q | +2.3%+$507.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $22.3M | 206,799 | 0.03% | 7q | -1.9%-$419.7K |
| STOREBRAND ASSET MANAGEMENT AS | $21.4M | 198,253 | 0.05% | 3q | +15.2%+$2.8M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $21.3M | 197,264 | 0.04% | 31q | -2.8%-$617.8K |
| Allianz Asset Management GmbH | $21.0M | 218,188 | 0.02% | 40q | +51.1%+$7.1M |
| AVIVA PLC | $20.5M | 190,079 | 0.03% | 31q | -1.4%-$296.2K |
| Robeco Institutional Asset Management B.V. | $20.4M | 189,516 | 0.03% | 38q | +47.0%+$6.5M |
| ASR Vermogensbeheer N.V. | $19.0M | 176,618 | 0.20% | 6q | +844.5%+$17.0M |
| Focus Partners Wealth | $18.8M | 174,626 | 0.02% | 11q | +3.8%+$680.5K |
| CITADEL ADVISORS LLC | $18.6M | 84,779 | 0.00% | 31q | +54.5%+$6.5M |
| ALLIANCEBERNSTEIN L.P. | $18.3M | 203,083 | 0.01% | 31q | -22.9%-$5.4M |
| Aberdeen Group plc | $17.9M | 166,010 | 0.03% | 31q | +2.2%+$382.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | $17.0M | 158,031 | 0.03% | 31q | -21.3%-$4.6M |
| Russell Investments Group, Ltd. | $16.7M | 154,510 | 0.01% | 31q | -2.2%-$371.1K |
| CAPITAL MANAGEMENT CORP /VA | $16.4M | 152,083 | 2.46% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $15.8M | 146,285 | 0.00% | 31q | -65.3%-$29.7M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $15.7M | 145,637 | 0.06% | 3q | +13944.1%+$15.6M |
| Federation des caisses Desjardins du Quebec | $15.6M | 145,051 | 0.05% | 23q | +277.5%+$11.5M |
| Cetera Investment Advisers | $15.6M | 144,930 | 0.01% | 23q | +10.0%+$1.4M |
| FIRST TRUST ADVISORS LP | $15.4M | 142,722 | 0.01% | 31q | -74.3%-$44.5M |
| PNC Financial Services Group, Inc. | $15.2M | 140,932 | 0.01% | 31q | +2.6%+$380.6K |
| LBP AM SA | $14.7M | 136,038 | 0.15% | 3q | +24.4%+$2.9M |
| MAIRS & POWER INC | $14.6M | 135,283 | 0.13% | 31q | -17.5%-$3.1M |
| APG Asset Management N.V. | $14.3M | 151,218 | 0.04% | 7q | +35.0%+$3.7M |
| Pictet Asset Management Holding SA | $14.0M | 129,462 | 0.01% | 12q | HELD |
| DANSKE BANK A/S | $13.6M | 126,107 | 0.03% | 10q | +5.3%+$679.0K |
Showing the largest 100 of 956 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 902 | $16.9B | 156,174,214 | 98 | 340 | 237 | 0.2% |
| Q1 2026 | 860 | $13.4B | 148,624,422 | 102 | 317 | 222 | 0.1% |
| Q4 2025 | 837 | $12.4B | 140,725,330 | 94 | 293 | 223 | 0.1% |
| Q3 2025 | 770 | $11.7B | 140,711,802 | 67 | 254 | 232 | 0.1% |
| Q2 2025 | 752 | $11.7B | 147,014,173 | 66 | 268 | 233 | 0.2% |
| Q1 2025 | 772 | $12.4B | 147,275,580 | 98 | 254 | 221 | 0.2% |
| Q4 2024 | 726 | $11.1B | 142,831,823 | 43 | 216 | 230 | 0.3% |
| Q3 2024 | 715 | $12.6B | 145,487,346 | 64 | 207 | 253 | 0.3% |
| Q2 2024 | 718 | $11.5B | 146,375,128 | 78 | 236 | 216 | 0.3% |
| Q1 2024 | 677 | $13.2B | 153,027,024 | 65 | 204 | 213 | 0.3% |
| Q4 2023 | 672 | $11.9B | 150,511,332 | 62 | 182 | 240 | 0.2% |
| Q3 2023 | 631 | $10.8B | 149,627,040 | 47 | 174 | 229 | 0.2% |
| Q2 2023 | 639 | $11.5B | 151,765,652 | 44 | 179 | 237 | 0.2% |
| Q1 2023 | 631 | $11.7B | 157,069,955 | 59 | 205 | 195 | 0.3% |
| Q4 2022 | 603 | $12.5B | 149,032,171 | 81 | 186 | 174 | 0.2% |
| Q3 2022 | 710 | $13.4B | 185,029,861 | 82 | 212 | 238 | 0.1% |
| Q2 2022 | 683 | $12.6B | 188,438,890 | 57 | 223 | 221 | 0.2% |
| Q1 2022 | 689 | $13.8B | 188,120,933 | 82 | 213 | 209 | 0.1% |
| Q4 2021 | 671 | $14.4B | 198,327,297 | 64 | 189 | 206 | 0.4% |
| Q3 2021 | 626 | $12.5B | 193,639,438 | 45 | 184 | 215 | 0.4% |
| Q2 2021 | 619 | $12.3B | 194,544,550 | 41 | 220 | 182 | 0.4% |
| Q1 2021 | 647 | $11.5B | 191,171,976 | 85 | 183 | 208 | 0.4% |
| Q4 2020 | 622 | $9.7B | 191,934,968 | 69 | 172 | 202 | 0.4% |
| Q3 2020 | 571 | $7.8B | 193,764,539 | 49 | 170 | 189 | 0.4% |
| Q2 2020 | 573 | $8.2B | 195,945,138 | 75 | 172 | 183 | 0.4% |
| Q1 2020 | 562 | $6.1B | 194,716,819 | 60 | 171 | 193 | 0.2% |
| Q4 2019 | 617 | $11.4B | 206,415,814 | 44 | 174 | 220 | 0.2% |
| Q3 2019 | 617 | $11.5B | 201,483,727 | 49 | 200 | 221 | 0.2% |
| Q2 2019 | 614 | $11.8B | 203,506,234 | 76 | 197 | 188 | 0.5% |
| Q1 2019 | 594 | $10.2B | 202,021,350 | 64 | 172 | 199 | 0.2% |
| Q4 2018 | 575 | $9.2B | 207,115,537 | 7 | 9 | 12 | 0.2% |