Effectdossier · gearchiveerd kwartaal
PFG
Principal Financial Group, Inc. · Financial Services · Asset Management
152Gevolgde houders
+2Δ houders
122.07MGehouden aandelen
$10.99BGerapporteerde waarde
+7Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +1.3% ·
aandelenstroom +9.9% ·
netto nieuwe posities +0.7%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 217.43K | $23.94M | n/a | n/a |
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 10.18M | -3.1% | $917.31M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 8.82M | +5.0% | $794.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 3 | Charles Schwab Investment… | 5.92M | +310.1% | $533.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 5.66M | +1.5% | $508.16M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Dimensional Fund Advisors Lp | 3.89M | +3.2% | $350.19M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Invesco Ltd. | 3.54M | +7.8% | $319.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 7 | Northern Trust Corp | 3.33M | -2.7% | $300.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 8 | Morgan Stanley ✦ | 3.01M | -2.4% | $270.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 9 | Goldman Sachs Group ✦ | 2.75M | +10.2% | $248.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | AQR Capital Management ✦ | 2.46M | +4.6% | $220.59M | 0.1% | ▲ Add | 8 | SEC ↗ ×9 |
| 11 | UBS AM, a distinct business unit of… | 1.97M | -0.3% | $177.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 12 | Legal & General Group Plc | 1.69M | +3.4% | $152.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Deutsche Bank Ag\ | 1.38M | +19.8% | $124.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 14 | JPMorgan Chase ✦ | 1.19M | +11.4% | $104.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 15 | Amundi | 1.15M | -6.8% | $103.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Royal Bank Of Canada | 877.64K | +14.2% | $79.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 17 | Hsbc Holdings Plc | 780.74K | -51.9% | $70.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 18 | Victory Capital Management Inc | 727.92K | +23.0% | $65.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Barclays Plc | 726.14K | +24.3% | $65.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | Raymond James Financial Inc | 602.20K | +87.3% | $54.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | American Century Companies Inc | 591.23K | +37.5% | $53.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Federated Hermes, Inc. | 581.35K | +3112.6% | $52.39M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Wells Fargo & Company/Mn | 578.61K | +123.1% | $52.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 24 | Bnp Paribas Financial Markets | 566.36K | -2.0% | $51.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | First Trust Advisors Lp | 555.49K | -19.3% | $50.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 543.93K | -10.9% | $49.01M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 27 | Rhumbline Advisers | 445.25K | -1.4% | $40.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Massachusetts Financial Services Co… | 420.04K | -19.3% | $37.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | California Public Employees… | 410.42K | -0.5% | $36.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | California State Teachers… | 397.87K | -1.9% | $35.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 304.79K | +16.2% | $27.46M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 283.95K | -5.4% | $25.59M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 33 | Franklin Resources Inc | 279.76K | +93.2% | $25.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 34 | Zurcher Kantonalbank (Zurich… | 263.52K | -6.2% | $23.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Alliancebernstein L.P. | 263.50K | +11.3% | $23.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Principal Financial Group Inc | 226.72K | +5.4% | $20.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Bridgewater Associates ✦ | 220.92K | -53.5% | $19.91M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 210.92K | -3.7% | $19.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 39 | Stifel Financial Corp | 205.81K | +1276.4% | $18.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 40 | Swedbank AB | 205.07K | -0.5% | $18.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | State Board Of Administration Of… | 203.00K | 0.0% | $18.29M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Citigroup Inc | 202.75K | -15.3% | $18.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Arrowstreet Capital ✦ | 201.88K | -67.6% | $18.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 44 | State Of Wisconsin Investment Board | 200.71K | -7.6% | $18.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Aviva Plc | 192.83K | -0.2% | $17.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Canada Pension Plan Investment Board | 169.71K | +0.6% | $15.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 169.38K | -11.6% | $15.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 48 | Pnc Financial Services Group, Inc. | 137.40K | +1.7% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 49 | New York State Common Retirement… | 128.19K | -1.9% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Td Asset Management Inc | 124.30K | +8.2% | $11.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Danske Bank A/S | 119.81K | -0.6% | $10.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Manufacturers Life Insurance… | 105.59K | -7.2% | $9.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Marshall Wace ✦ | 102.16K | -86.1% | $9.21M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 54 | Prudential Financial Inc | 97.51K | -17.4% | $8.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Nomura Asset Management Co Ltd | 92.59K | +6.0% | $8.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Mariner, LLC | 88.30K | +13.8% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Asset Management One Co., Ltd. | 88.25K | -5.5% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Royal London Asset Management Ltd | 86.08K | 0.0% | $7.76M | 0.0% | Held | 2 | SEC ↗ |
| 59 | Fifth Third Bancorp | 84.12K | +821.3% | $7.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Toronto Dominion Bank | 82.04K | -30.6% | $7.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | CIBC Asset Management Inc | 68.41K | +28.8% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Nordea Investment Management Ab | 63.43K | +6.0% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Commonwealth Equity Services, Llc | 61.13K | -3.9% | $5.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Mackenzie Financial Corp | 55.97K | -1.3% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Lazard Asset Management Llc | 51.96K | Nieuw | $4.68M | 0.0% | New | 1 | SEC ↗ |
| 66 | Nomura Asset Management… | 51.23K | -11.3% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Sei Investments Co | 48.18K | +16.6% | $4.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Truist Financial Corp | 47.76K | +449.2% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 69 | Voya Investment Management Llc | 42.93K | -1.2% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | ProShare Advisors LLC | 40.33K | -5.6% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 39.39K | +31.4% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank Of Nova Scotia | 32.61K | -56.5% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | National Bank Of Canada /Fi/ | 30.57K | -56.1% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 74 | Jones Financial Companies Lllp | 27.41K | +34.9% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 75 | Janus Henderson Group Plc | 25.75K | -4.4% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 76 | Credit Agricole S A | 24.51K | -70.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 77 | Northwestern Mutual Wealth… | 21.52K | +3.0% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Assetmark, Inc | 20.23K | +104.3% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Mml Investors Services, Llc | 20.13K | +222.9% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Us Bancorp \De\ | 18.82K | +1.2% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 81 | Grantham, Mayo, Van Otterloo & Co.… | 18.26K | -33.9% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Schroder Investment Management Group | 15.06K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Wellington Management ✦ | 14.43K | Nieuw | $1.30M | 0.0% | New | 1 | SEC ↗ ×2 |
| 84 | D. E. Shaw & Co. ✦ | 11.66K | -43.6% | $1.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 85 | Caisse De Depot Et Placement Du… | 11.01K | -94.6% | $992,021 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | FIL Ltd | 9.55K | +260.9% | $860,370 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Walleye Trading LLC | 8.81K | Nieuw | $793,509 | 0.0% | New | 1 | SEC ↗ |
| 88 | Nomura Holdings Inc | 5.18K | -8.7% | $466,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Blair William & Co/Il | 3.25K | +25.4% | $292,648 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Balyasny Asset Management L.P. | 2.95K | -11.3% | $266,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Brown Advisory Inc | 2.27K | -29.3% | $204,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Kayne Anderson Rudnick Investment… | 8 | 0.0% | $721 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Lazard Asset Management Llc | $4.68M | 0.0% |
| Wellington Management | $1.30M | 0.0% |
| Walleye Trading LLC | $793,509 | 0.0% |
Verlaten
| Norges Bank | $273.28M | was 0.0% |
| Millennium Management | $11.32M | was 0.0% |
| Adage Capital Partners | $4.90M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 901 houders, 166.89M aandelen, $13.19B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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