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 | 124.15M | $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 ↗ |
| 2 | The Vanguard Group ✦ (passive) | 26.97M | -0.6% | $2.38B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 26.97M | -0.6% | $2.38B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 26.97M | -0.6% | $2.38B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 26.97M | -0.6% | $2.38B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 26.97M | -0.6% | $2.38B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 20.41M | +1.9% | $1.80B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passive) | 10.51M | -0.5% | $927.03M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 8.40M | — | $740.89M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 8.40M | — | $740.89M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 8.40M | — | $740.89M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 8.40M | — | $740.89M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 8.40M | — | $740.89M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 8.40M | — | $740.89M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 8.40M | — | $740.89M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 8.40M | — | $740.89M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passive) | 5.58M | -0.7% | $489.92M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 40 | Geode Capital Management ✦ (passive) | 5.58M | -0.7% | $489.92M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 41 | Dimensional Fund Advisors Lp | 3.77M | — | $332.31M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Dimensional Fund Advisors Lp | 3.77M | — | $332.31M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Dimensional Fund Advisors Lp | 3.77M | — | $332.31M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 3.77M | — | $332.31M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Dimensional Fund Advisors Lp | 3.77M | — | $332.31M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 3.43M | — | $302.35M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Invesco Ltd. | 3.28M | — | $289.75M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Norges Bank ✦ (passive) | 3.10M | New | $273.28M | 0.0% | New | 1 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 3.08M | +1.8% | $271.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Goldman Sachs Group ✦ | 2.50M | +5.8% | $220.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Goldman Sachs Group ✦ | 2.50M | +5.8% | $220.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 2.50M | +5.8% | $220.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 2.50M | +5.8% | $220.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 2.35M | +112.8% | $207.14M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 2.35M | +112.8% | $207.14M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 88 | AQR Capital Management ✦ | 2.35M | +112.8% | $207.14M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 89 | AQR Capital Management ✦ | 2.35M | +112.8% | $207.14M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 90 | AQR Capital Management ✦ | 2.35M | +112.8% | $207.14M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 91 | AQR Capital Management ✦ | 2.35M | +112.8% | $207.14M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 2.35M | +112.8% | $207.14M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 93 | AQR Capital Management ✦ | 2.35M | +112.8% | $207.14M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 1.98M | — | $174.38M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | UBS AM, a distinct business unit of… | 1.98M | — | $174.38M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 1.98M | — | $174.38M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 1.98M | — | $174.38M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 1.98M | — | $174.38M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 1.98M | — | $174.38M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 1.98M | — | $174.38M | 0.0% | n/c | 1 | SEC ↗ |
“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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