PFG
Principal Financial Group, Inc. · Financial Services · Asset Management
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 152 | +4 | 123.21M | $13.27B | +7 | −4 |
| Q1 2026 | 152 | +2 | 122.07M | $10.99B | +7 | −6 |
| Q4 2025 | 149 | +1 | 127.62M | $11.26B | +2 | n/a |
| Q3 2025 | 18 | -1 | 75.06M | $6.22B | n/a | −2 |
| Q2 2025 | 17 | -1 | 70.42M | $5.59B | n/a | −1 |
| Q1 2025 | 15 | +2 | 23.67M | $1.99B | +2 | n/a |
| Q4 2024 | 13 | +1 | 23.77M | $1.84B | +1 | n/a |
| Q3 2024 | 11 | -4 | 14.60M | $1.25B | n/a | −4 |
| Q2 2024 | 15 | n/a | 14.86M | $1.16B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 5.43M | n/a | $424.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 4.43M | n/a | $347.88M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 3 | Norges Bank ✦ (passive) | 3.25M | n/a | $255.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Millennium Management ✦ | 716.60K | n/a | $56.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 318.41K | n/a | $24.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | T. Rowe Price ✦ | 307.88K | n/a | $24.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bridgewater Associates ✦ | 98.51K | n/a | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 62.59K | n/a | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 52.35K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 50.00K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Marshall Wace ✦ | 38.34K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 36.80K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 24.69K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 22.70K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 13.45K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 901 holders, 166.89M shares, $13.19B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.