Security record
PFG
Principal Financial Group, Inc. · Financial Services · Asset Management
154Tracked holders
+4Δ holders
124.13MShares held
$13.37BReported value
+7New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +2.7% ·
share flow +0.4% ·
net new positions +3.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 20.01M | -1.5% | $2.16B | 0.0% | ▼ Trim | 5 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 13.48M | 0.0% | $1.45B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 10.26M | +0.8% | $1.11B | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 6.88M | -21.9% | $741.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 5 | Charles Schwab Investment… | 6.50M | +9.8% | $700.79M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Capital World Investors ✦ | 6.04M | +0.2% | $650.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 5.68M | +0.4% | $609.99M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Dimensional Fund Advisors Lp | 3.92M | +0.9% | $422.87M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Invesco Ltd. | 3.77M | +6.5% | $406.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 10 | Northern Trust Corp | 3.25M | -2.5% | $350.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 11 | Morgan Stanley ✦ | 2.99M | -0.6% | $322.06M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 12 | Goldman Sachs Group ✦ | 2.50M | -9.2% | $269.45M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 13 | AQR Capital Management ✦ | 2.32M | -5.8% | $249.52M | 0.1% | ▼ Trim | 9 | SEC ↗ ×9 |
| 14 | UBS AM, a distinct business unit of… | 2.22M | +12.4% | $238.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 15 | Norges Bank ✦ (passive) | 2.01M | New | $217.14M | 0.0% | New | 1 | SEC ↗ |
| 16 | Legal & General Group Plc | 1.53M | -9.7% | $164.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | JPMorgan Chase ✦ | 1.47M | +23.8% | $159.81M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 18 | UBS Group AG | 1.30M | +11.1% | $139.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Deutsche Bank Ag\ | 1.23M | -11.0% | $132.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 20 | Bank of New York Mellon Corp | 1.15M | -3.1% | $124.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 21 | Hsbc Holdings Plc | 1.15M | +47.7% | $124.30M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 22 | LPL Financial LLC | 1.13M | +55.7% | $122.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Federated Hermes, Inc. | 972.81K | +67.3% | $104.85M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Royal Bank Of Canada | 924.89K | +5.4% | $99.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 25 | Amundi | 895.37K | -22.3% | $96.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | American Century Companies Inc | 874.03K | +47.8% | $94.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Victory Capital Management Inc | 759.25K | +4.3% | $81.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 755.41K | +30.6% | $81.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 29 | BNP Paribas Asset Management… | 754.10K | +48.6% | $81.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Raymond James Financial Inc | 683.61K | +13.5% | $73.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Barclays Plc | 665.97K | -8.3% | $71.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 32 | Swiss National Bank | 611.50K | -5.2% | $65.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Healthcare Of Ontario Pension Plan… | 591.79K | 0.0% | $63.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | National Pension Service | 537.90K | +309.1% | $57.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 534.33K | -5.7% | $57.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Nuveen, LLC | 518.50K | -14.1% | $55.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 37 | Mitsubishi UFJ Asset Management… | 503.26K | +4.8% | $54.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Sumitomo Mitsui Trust Group, Inc. | 482.78K | -5.3% | $52.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 462.81K | -14.9% | $49.88M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 40 | California Public Employees… | 416.66K | +1.5% | $44.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Rhumbline Advisers | 414.01K | -7.0% | $44.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Massachusetts Financial Services Co… | 404.32K | -3.7% | $43.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 43 | Caisse De Depot Et Placement Du… | 401.65K | +3548.4% | $43.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Citigroup Inc | 388.06K | +91.4% | $41.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Envestnet Asset Management Inc | 378.97K | +15.5% | $40.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Zurcher Kantonalbank (Zurich… | 343.28K | +30.3% | $37.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 47 | Gotham Asset Management ✦ | 312.15K | +74.9% | $33.64M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 48 | Franklin Resources Inc | 308.68K | +10.3% | $33.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 49 | Arrowstreet Capital ✦ | 298.74K | +48.0% | $32.20M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 289.85K | +2.1% | $31.24M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | Stifel Financial Corp | 229.36K | +11.4% | $24.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 52 | Quantinno Capital Management LP | 227.69K | +14.7% | $24.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 226.56K | +33.8% | $24.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 54 | Principal Financial Group Inc | 223.27K | -1.5% | $24.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Mirae Asset Global Investments Co.… | 212.98K | +16.3% | $22.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Swedbank AB | 209.04K | +1.9% | $22.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Cerity Partners LLC | 208.03K | +2.3% | $22.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 58 | Universal- Beteiligungs- und… | 206.80K | -1.9% | $22.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Allianz Asset Management GmbH | 201.53K | +39.5% | $21.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 60 | Storebrand Asset Management As | 198.25K | +15.2% | $21.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 61 | State Board Of Administration Of… | 197.26K | -2.8% | $21.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Aviva Plc | 190.08K | -1.4% | $20.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Robeco Institutional Asset… | 189.52K | +47.0% | $20.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Focus Partners Wealth | 174.63K | +3.8% | $18.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Alliancebernstein L.P. | 203.08K | -22.9% | $18.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Aberdeen Group plc | 166.01K | +2.2% | $17.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | State Of Wisconsin Investment Board | 158.03K | -21.3% | $17.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 154.51K | -2.2% | $16.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 69 | Ameriprise Financial Inc | 146.28K | -30.6% | $15.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 70 | Cetera Investment Advisers | 144.93K | +10.0% | $15.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | First Trust Advisors Lp | 142.72K | -74.3% | $15.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 140.93K | +2.6% | $15.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 73 | Pictet Asset Management Holding SA | 129.46K | +0.2% | $13.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Danske Bank A/S | 126.11K | +5.3% | $13.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 75 | New York State Common Retirement… | 123.39K | -3.7% | $13.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Korea Investment CORP | 103.98K | -16.1% | $11.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Creative Planning | 103.63K | +15.3% | $11.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | Manufacturers Life Insurance… | 99.11K | -6.1% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Mitsubishi UFJ Trust & Banking Corp | 97.13K | -3.0% | $10.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Prudential Financial Inc | 95.75K | -1.8% | $10.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 81 | Chevy Chase Trust Holdings, LLC | 94.91K | -2.7% | $10.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Nomura Asset Management Co Ltd | 93.10K | +0.6% | $10.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Asset Management One Co., Ltd. | 90.23K | +2.2% | $9.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Royal London Asset Management Ltd | 88.76K | +3.1% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Citadel Advisors ✦ | 84.78K | +54.5% | $9.14M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 86 | Fifth Third Bancorp | 84.08K | -0.1% | $9.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Td Asset Management Inc | 80.72K | -35.1% | $8.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Mackenzie Financial Corp | 75.19K | +34.4% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | CIBC Asset Management Inc | 72.51K | +6.0% | $7.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Wealthfront Advisers LLC | 71.26K | +4.2% | $7.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Susquehanna International Group, Llp | 70.48K | +151.6% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Toronto Dominion Bank | 69.26K | -15.6% | $7.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 93 | Nordea Investment Management Ab | 66.90K | +5.5% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 94 | Mariner, LLC | 63.36K | -28.2% | $6.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 95 | Commonwealth Equity Services, Llc | 61.56K | +0.7% | $6.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Captrust Financial Advisors | 60.31K | +8.4% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Osaic Holdings, Inc. | 55.84K | +24.1% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 98 | National Bank Of Canada /Fi/ | 55.83K | +82.6% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 99 | Truist Financial Corp | 54.42K | +14.0% | $5.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 100 | Nomura Asset Management… | 52.16K | +1.8% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $217.14M | 0.0% |
Exited
| Canada Pension Plan… | $15.29M | was 0.0% |
| Holocene Advisors, LP | $1.73M | 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: Q2 2026 ·
Methodology ·
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