Principal Financial Group Inc

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TickerPFG

Sector · IndustryFinancial ServicesAsset Management

13D/G

SecurityCommon Stock · US

CUSIP74251V102

Ask AIAsk AI about PFG

PFG institutional ownership changes in Q2 2026: 162 institutions opened or added positions, 114 trimmed or exited. PFG (Principal Financial Group Inc) is held by 280 institutional investors as of Q2 2026. Top institutional shareholders: BlackRock, Inc. ($2.2B), Vanguard Capital Management LLC ($1.5B), Vanguard Portfolio Management LLC ($1.2B). Institutions were buying, on balance.

280

Holders

(15 Elite)

$15.5B

Total Value

59% (276)

Consensus

162 buying - 114 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

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Institutional (13F)••

Insider (Form 4)••

Activist (13D/13G)••

Congressional (STOCK Act)••

Holder Quality

••

★★★★★

Elite

••

★★★★

Strong

••

★★★

Solid

••

★★

Below

••

★

Weak

Held by 280 funds

15 elite

Who's Trading

Latest move

Source dates: Price Nov 6, 2026 · Insiders Nov 5, 2026 · Activists Apr 30, 2026 · Congress Jul 21, 2026

InsiderInsLJLITTLEFIELD CHRISTOPHER JDisp $6.0MNov 4, 2026

InsiderInsLJLITTLEFIELD CHRISTOPHER JVest 51K shNov 4, 2026

InsiderInsSDSTRABLE-SOETHOUT DEANNA DVest 593 shSep 25, 2026

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Top Holders

FundsInsidersCongressActivists

Holdings (280)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	20M(-1.5%)	$2.2B	0.0%	+40.81%	0
VAVanguard Capital Management LLC	Increased	13.5M(+0.0%)	$1.5B	0.0%	+26.97%	32
VPVanguard Portfolio Management LLC	Increased	11.3M(+0.0%)	$1.2B	0.1%	+26.98%	32
State Street Corp.	Increased	10.3M(+0.8%)	$1.1B	0.0%	+127.40%	32
Bank of America Corp.	Decreased	6.9M(-21.9%)	$742M	0.0%	+49.27%	0
Charles Schwab Investment Management Inc.	Increased	6.5M(+9.8%)	$700.8M	0.1%	+38.65%	35
Capital World Investors	Increased	6M(+0.2%)	$651M	0.1%	+26.92%	31
Geode Capital Management, LLC	Increased	5.7M(+0.4%)	$610M	0.0%	+157.91%	32
Dimensional Fund Advisors LP	Increased	3.9M(+0.9%)	$422.9M	0.1%	+128.00%	31
Invesco Ltd.	Increased	3.8M(+6.5%)	$406.5M	0.0%	+63.79%	33
Northern Trust Corp.	Decreased	3.2M(-2.5%)	$350.3M	0.0%	+173.17%	0
Morgan Stanley	Decreased	3M(-0.6%)	$322.1M	0.0%	+54.07%	0
Goldman Sachs Group Inc.	Decreased	2.5M(-9.2%)	$269.5M	0.0%	+47.13%	0
AQR Capital Management LLC	Decreased	2.3M(-5.8%)	$249.5M	0.1%	+35.46%	0
UBS Asset Management Americas LLC	Increased	2.2M(+12.4%)	$238.9M	0.0%	+71.03%	34
Legal & General Group Plc	Decreased	1.5M(-9.7%)	$164.8M	0.0%	+153.66%	0
JPMorgan Chase & Co.	Increased	1.5M(+23.8%)	$159.8M	0.0%	+30.56%	37
UBS Group AG	Increased	1.3M(+11.1%)	$139.7M	0.0%	+39.96%	34
Deutsche Bank AG	Decreased	1.2M(-11.0%)	$132.7M	0.0%	+65.03%	0
Bank of New York Mellon Corp	Decreased	1.2M(-3.1%)	$124.4M	0.0%	+121.15%	0

Showing 1-20 of 285

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PFGPrincipal Financial Group Inc

1M3M6M1Y3Y5Y

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Questions investors ask about PFG

Who owns PFG?

280 institutional investors held PFG on June 30, 2026, led by BlackRock, Inc. ($2.2B), Vanguard Capital Management LLC ($1.5B) and Vanguard Portfolio Management LLC ($1.2B).

How many hedge funds hold PFG?

280 institutional investors reported PFG in their 13F filings for the quarter ended June 30, 2026, $15.5B in all. 15 of them are rated Elite.

Are institutions buying or selling PFG?

Buying, on balance. In Q2 2026, 162 institutions opened or added to positions in PFG and 114 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer