Security record · archived quarter
PFG
Principal Financial Group, Inc. · Financial Services · Asset Management
152Tracked holders
+2Δ holders
122.07MShares held
$10.99BReported value
+7New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +1.3% ·
share flow +9.9% ·
net new positions +0.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 20.32M | -0.5% | $1.83B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Vanguard Capital Management Llc | 13.47M | — | $1.21B | 0.0% | n/c | 1 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passive) | 10.18M | -3.1% | $917.31M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Capital World Investors ✦ | 6.03M | New | $543.08M | 0.1% | New | 1 | SEC ↗ |
| 34 | Charles Schwab Investment… | 5.92M | +310.1% | $533.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passive) | 5.66M | +1.5% | $508.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 5.66M | +1.5% | $508.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Dimensional Fund Advisors Lp | 3.89M | +3.2% | $350.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Dimensional Fund Advisors Lp | 3.89M | +3.2% | $350.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Dimensional Fund Advisors Lp | 3.89M | +3.2% | $350.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Dimensional Fund Advisors Lp | 3.89M | +3.2% | $350.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Dimensional Fund Advisors Lp | 3.89M | +3.2% | $350.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 2.75M | +10.2% | $248.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Goldman Sachs Group ✦ | 2.75M | +10.2% | $248.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Goldman Sachs Group ✦ | 2.75M | +10.2% | $248.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 83 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 84 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 88 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 89 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 90 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 91 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Capital World Investors | $543.08M | 0.1% |
Exited
| Norges Bank | $273.28M | was 0.0% |
| Qube Research & Technologies… | $40.51M | was 0.1% |
| Millennium Management | $11.32M | was 0.0% |
| Adage Capital Partners | $4.90M | was 0.0% |
| Hrt Financial Lp | $4.24M | was 0.0% |
| Connor, Clark & Lunn… | $2.92M | was 0.0% |
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: Q1 2026 ·
Methodology ·
Get this via the API