PFGPrincipal Financial Group

$112.20

Who owns PFG

875 institutions reported holding PFG for 2026Q1, together 76% of the company, more than the 863 a quarter earlier.

875

Institutions reporting a position · as of 2026Q1 · up from 863 the quarter before

Shares held by institutions
167.0M

Shares held by institutions · 76% of the company · long US equity positions only, as reported on Form 13F

Reported value
$15.0B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
38%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
104
Positions exited
97
Added to
314
Reduced
225
Top 10 holdersof the company
50%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q1875167.0M$15.0B
2025Q4863160.6M$14.2B
2025Q3810159.6M$13.2B
2025Q2792165.5M$13.1B
2025Q1822167.5M$14.1B
2024Q4763163.0M$12.6B
2024Q3765163.9M$14.1B
2024Q2778165.3M$13.0B
2024Q1751166.7M$14.4B
2023Q4743168.7M$13.2B
2023Q3707171.0M$12.3B
2023Q2717173.4M$13.1B
2023Q1732184.2M$13.4B
2022Q4773184.3M$15.5B
2022Q3697184.2M$13.3B
2022Q2681188.3M$12.6B
Largest reported holders, 2026Q1
HolderShares% of companyValue
VANGUARD GROUP INC26.9M12%$2.42B
BlackRock Inc.20.3M9.2%$1.83B
NIPPON LIFE INSURANCE CO18.1M8.2%$1.63B
STATE STREET CORP10.2M4.6%$917M
BANK OF AMERICA CORP /DE/8.8M4.0%$795M
Capital World Investors6.0M2.7%$543M
Charles Schwab Trust Co5.9M2.7%$534M
GEODE CAPITAL MANAGEMENT LLC5.7M2.6%$508M
DIMENSIONAL FUND ADVISORS LP3.9M1.8%$350M
Invesco Ltd.3.5M1.6%$319M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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