PRINCIPAL FINANCIAL GROUP (PFG) Institutional Ownership

PFG is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.18M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Mairs & Power Growth Fund, which reported ownership valued at approximately $14.77M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Mairs & Power Growth Fund's PFG position is now estimated to be worth approximately $17.28M, representing an estimated gain of +17.01% since the filing period.

Major shareholders tracked on this page include Mairs & Power Growth Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward PRINCIPAL FINANCIAL GROUP (PFG).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$16,178,689179,543
Q4 20252$19,987,783226,593
Q3 20252$21,852,394263,568
Q2 20252$29,549,701372,022
Q1 20253$74,889,175887,628
Q4 20242$64,103,866828,108
Q3 20242$74,972,674872,790
Q2 20243$98,912,8651,260,840
Q1 20243$106,243,3281,369,812
Q4 20233$94,156,4821,345,205
Q3 20231$85,999,5361,193,278
Q2 20231$91,209,6481,202,659