Security record · archived quarter
PFG
Principal Financial Group, Inc. · Financial Services · Asset Management
149Tracked holders
+1Δ holders
127.62MShares held
$11.26BReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +0.7% ·
share flow +1.0% ·
net new positions +1.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 154 | +4 | 124.13M | $13.37B | +7 | −2 |
| Q1 2026 | 152 | +2 | 122.07M | $10.99B | +7 | −6 |
| Q4 2025 | 149 | +1 | 127.62M | $11.26B | +2 | — |
| Q3 2025 | 18 | -1 | 75.06M | $6.22B | — | −2 |
| Q2 2025 | 17 | -1 | 70.42M | $5.59B | — | −1 |
| Q1 2025 | 15 | +2 | 23.67M | $1.99B | +2 | — |
| Q4 2024 | 13 | +1 | 23.77M | $1.84B | +1 | — |
| Q3 2024 | 11 | -4 | 14.60M | $1.25B | — | −4 |
| Q2 2024 | 15 | — | 14.86M | $1.16B | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 26.97M | -0.6% | $2.38B | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (passive) | 10.51M | -0.5% | $927.03M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 8.40M | — | $740.89M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 5 | Geode Capital Management ✦ (passive) | 5.58M | -0.7% | $489.92M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 6 | Dimensional Fund Advisors Lp | 3.77M | — | $332.31M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 7 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 8 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 9 | Norges Bank ✦ (passive) | 3.10M | New | $273.28M | 0.0% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 11 | Goldman Sachs Group ✦ | 2.50M | +5.8% | $220.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | AQR Capital Management ✦ | 2.35M | +112.8% | $207.14M | 0.1% | ▲ Add | 7 | SEC ↗ ×8 |
| 13 | UBS AM, a distinct business unit of… | 1.98M | — | $174.38M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 14 | Legal & General Group Plc | 1.64M | — | $144.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Hsbc Holdings Plc | 1.62M | — | $143.44M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 16 | Charles Schwab Investment… | 1.44M | — | $127.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Amundi | 1.24M | — | $109.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Bank of New York Mellon Corp | 1.21M | — | $107.08M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 19 | Deutsche Bank Ag\ | 1.15M | — | $101.85M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | JPMorgan Chase ✦ | 1.07M | -45.4% | $94.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 21 | UBS Group AG | 959.34K | — | $84.62M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 22 | Royal Bank Of Canada | 768.68K | — | $67.81M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 23 | Marshall Wace ✦ | 732.61K | +71.6% | $64.62M | 0.1% | ▲ Add | 5 | SEC ↗ ×3 |
| 24 | First Trust Advisors Lp | 688.03K | — | $60.69M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Arrowstreet Capital ✦ | 623.68K | +67.5% | $55.02M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 26 | Swiss National Bank | 610.90K | — | $53.89M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 610.52K | +0.1% | $53.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Citadel Advisors ✦ | 596.58K | +263.3% | $52.62M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 29 | Victory Capital Management Inc | 591.84K | — | $52.21M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Barclays Plc | 584.24K | — | $51.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Bnp Paribas Financial Markets | 577.89K | — | $50.98M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Nuveen, LLC | 548.52K | — | $48.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Sumitomo Mitsui Trust Group, Inc. | 523.86K | — | $46.21M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | LPL Financial LLC | 521.32K | — | $45.99M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Massachusetts Financial Services Co… | 520.46K | — | $45.91M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 36 | Bridgewater Associates ✦ | 475.49K | -3.3% | $41.94M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 37 | Mitsubishi UFJ Asset Management… | 455.18K | — | $40.70M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 459.20K | — | $40.51M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Rhumbline Advisers | 451.48K | — | $39.82M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BNP Paribas Asset Management… | 437.22K | — | $38.57M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | American Century Companies Inc | 429.99K | — | $37.93M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | California Public Employees… | 412.40K | — | $36.38M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | California State Teachers… | 405.50K | — | $35.77M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Raymond James Financial Inc | 321.56K | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | T. Rowe Price ✦ | 300.12K | +1.8% | $26.48M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 46 | Zurcher Kantonalbank (Zurich… | 280.92K | — | $24.78M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Two Sigma Investments ✦ | 262.34K | -37.4% | $23.14M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 259.35K | — | $22.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 49 | Citigroup Inc | 239.43K | — | $21.12M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 50 | Alliancebernstein L.P. | 236.84K | — | $20.89M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Korea Investment CORP | 235.77K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Healthcare Of Ontario Pension Plan… | 229.90K | — | $20.28M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 218.99K | — | $19.32M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 54 | State Of Wisconsin Investment Board | 217.21K | — | $19.16M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Principal Financial Group Inc | 215.14K | — | $18.98M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Universal- Beteiligungs- und… | 207.81K | — | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Swedbank AB | 206.07K | — | $18.18M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Caisse De Depot Et Placement Du… | 204.50K | — | $18.04M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | State Board Of Administration Of… | 203.00K | — | $17.91M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Aviva Plc | 193.23K | — | $17.04M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 191.60K | — | $16.90M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 62 | Cerity Partners LLC | 180.49K | — | $15.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 63 | Jane Street Group, Llc | 170.76K | — | $15.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Canada Pension Plan Investment Board | 168.71K | — | $14.88M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Storebrand Asset Management As | 167.01K | — | $14.73M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Quantinno Capital Management LP | 166.39K | — | $14.68M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 163.76K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 68 | Focus Partners Wealth | 161.97K | — | $14.29M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Aberdeen Group plc | 161.71K | — | $14.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 158.12K | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 71 | Man Group plc | 144.83K | — | $12.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Franklin Resources Inc | 144.83K | — | $12.78M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 73 | Pictet Asset Management Holding SA | 143.95K | — | $12.70M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Allianz Asset Management GmbH | 138.34K | — | $12.20M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 75 | Pnc Financial Services Group, Inc. | 135.07K | — | $11.91M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 76 | New York State Common Retirement… | 130.69K | — | $11.53M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Millennium Management ✦ | 128.30K | -52.0% | $11.32M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 78 | Danske Bank A/S | 120.51K | — | $10.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Toronto Dominion Bank | 118.22K | — | $10.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Prudential Financial Inc | 118.11K | — | $10.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Td Asset Management Inc | 114.84K | — | $10.13M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Manufacturers Life Insurance… | 113.82K | — | $10.04M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cetera Investment Advisers | 109.73K | — | $9.68M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Chevy Chase Trust Holdings, LLC | 101.36K | — | $8.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 85 | Asset Management One Co., Ltd. | 93.41K | — | $8.32M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Nomura Asset Management Co Ltd | 87.33K | — | $7.70M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Royal London Asset Management Ltd | 86.08K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Susquehanna International Group, Llp | 84.18K | — | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Credit Agricole S A | 82.46K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Corient Private Wealth LP | 84.42K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 91 | Mariner, LLC | 77.62K | — | $6.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 92 | Bank Of Nova Scotia | 74.90K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Creative Planning | 72.49K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Robeco Institutional Asset… | 70.59K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | National Bank Of Canada /Fi/ | 69.69K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 96 | Holocene Advisors, LP | 64.04K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Commonwealth Equity Services, Llc | 63.60K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Wealthfront Advisers LLC | 63.18K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Envestnet Asset Management Inc | 61.41K | — | $5.42M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Nordea Investment Management Ab | 59.85K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $273.28M | 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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