PFGPrincipal Financial Group
- Employees
- 19,700
- Headquarters
- Des Moines, IA
- CEO
- Deanna D. Strable-Soethout
- Next results
- around Feb 8, 2027
Who owns PFG
80% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 20.01M | $2.2B | 9.42% | Reduced -1.5% |
| NIPPON LIFE INSURANCE CO | 18.14M | $2.0M | 8.54% | Held |
| VANGUARD CAPITAL MANAGEMENT LLC | 13.48M | $1.5B | 6.35% | Held |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.27M | $1.2B | 5.30% | Held |
| STATE STREET CORP | 10.26M | $1.1B | 4.83% | Added +0.8% |
| BANK OF AMERICA CORP /DE/ | 6.88M | $742.0M | 3.24% | Reduced -21.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.50M | $700.8M | 3.06% | Added +9.8% |
| Capital World Investors | 6.04M | $651.0M | 2.84% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | 5.68M | $610.0M | 2.68% | Held |
| DIMENSIONAL FUND ADVISORS LP | 3.92M | $422.9M | 1.85% | Added +0.9% |
| Invesco Ltd. | 3.77M | $406.5M | 1.78% | Added +6.5% |
| NORTHERN TRUST CORP | 3.25M | $350.3M | 1.53% | Reduced -2.5% |
| MORGAN STANLEY | 2.99M | $322.1M | 1.41% | Reduced -0.6% |
| GOLDMAN SACHS GROUP INC | 2.50M | $269.5M | 1.18% | Reduced -9.2% |
| AQR CAPITAL MANAGEMENT LLC | 2.32M | $249.5M | 1.09% | Reduced -5.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.22M | $238.9M | 1.04% | Added +12.4% |
| NORGES BANK | 2.01M | $217.1M | 0.95% | New |
| Legal & General Group Plc | 1.53M | $164.8M | 0.72% | Reduced -9.7% |
| JPMORGAN CHASE & CO | 1.47M | $159.8M | 0.69% | Added +23.8% |
| UBS Group AG | 1.30M | $139.7M | 0.61% | Added +11.1% |
| DEUTSCHE BANK AG\ | 1.23M | $132.7M | 0.58% | Reduced -11.0% |
| Bank of New York Mellon Corp | 1.15M | $124.4M | 0.54% | Reduced -3.1% |
| HSBC HOLDINGS PLC | 1.15M | $124.3M | 0.54% | Added +47.7% |
| LPL Financial LLC | 1.13M | $122.2M | 0.53% | Added +55.7% |
| VANGUARD FIDUCIARY TRUST CO | 1.12M | $120.8M | 0.53% | Reduced -0.8% |
Bought the most shares
- NORGES BANK +2.01M, new
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC +578K
- National Pension Service +406K
- LPL Financial LLC +406K
- FEDERATED HERMES, INC. +391K
- Caisse de depot et placement du Quebec +391K
- HSBC HOLDINGS PLC +372K
- JPMORGAN CHASE & CO +283K
- AMERICAN CENTURY COMPANIES INC +283K
- BNP PARIBAS ASSET MANAGEMENT Holding S.A. +247K
Sold the most shares
- BANK OF AMERICA CORP /DE/ -1.94M
- FIRST TRUST ADVISORS LP -413K
- BlackRock, Inc. -308K
- Amundi -256K
- TWO SIGMA INVESTMENTS, LP -254K
- GOLDMAN SACHS GROUP INC -254K
- TEACHER RETIREMENT SYSTEM OF TEXAS -228K
- Bridgewater Associates, LP -205K
- CANADA PENSION PLAN INVESTMENT BOARD -170K, sold out
- AustralianSuper Pty Ltd -168K
Superinvestors holding PFG 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
None of the followed investors held PFG in their latest 13F.
13D filings: owners of more than 5% who may push for change
No Schedule 13D about PFG in the last year.
Work on PFG in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/PFG/export.csv") into a cell.