PRINCIPAL FINANCIAL GROUP (PFG) Institutional Ownership Changes & 13F Activity

PRINCIPAL FINANCIAL GROUP (PFG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Assenagon Asset Management S.A., State Street Corp, Allianz Asset Management Gmbh, Envestnet Asset Management Inc, and Groupe La Francaise.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+50,877+15.5%378,972$40.85MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+641+12.5%5,756$620.40KQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+493+8.4%6,377$687.26KQ2 2026Sep 23, 2026
State Street CorpBuy+85,014+0.8%10,264,856$1.11BQ2 2026Sep 22, 2026
Security National Bank Of Sioux City IowaBuy+3,899—3,899$420.23KQ2 2026Sep 18, 2026
Manufacturers Life Insurance Company, TheSell-6,484-6.1%99,106$10.68MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+1,443+20.6%8,442$909.83KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+31+5.7%578$62.30KQ2 2026Sep 04, 2026
Allianz Asset Management GmbhBuy+57,100+39.5%201,525$21.72MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+29,898+54.5%84,779$9.14MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+7+13.0%61$6.58KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-3,169-8.1%35,826$3.86MQ2 2026Aug 27, 2026
Groupe La FrancaiseBuy+44,747—44,747$4.82MQ2 2026Aug 25, 2026
California State Teachers Retirement SystemSell-42,508-10.7%355,366$38.30MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-14-2.6%535$57.66KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Sell-99,225-94.2%6,152$663.06KQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+2,084+5.3%41,477$4.47MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+915+17.6%6,101$657.57KQ2 2026Aug 19, 2026
North Star Asset Management IncSell-11,522-3.0%370,523$39.93MQ2 2026Aug 18, 2026
Rakuten Investment Management, Inc.Buy+2,865+9.4%33,317$3.62MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-105-2.8%3,651$393.55KQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpBuy+65—65$7.05KQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+15,077+29.7%65,915$7.10MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Sell-7,041-32.0%14,959$1.61MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+2,178—2,178$234.77KQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+1,879—1,879$202.52KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-982-1.3%71,931$7.75MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-646-5.8%10,463$1.13MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-476-5.7%7,859$847.05KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+164+1.9%9,000$970.06KQ2 2026Aug 17, 2026
Showing 30 of 840

Frequently asked questions about PFG activity

  • Which institutional owners are buying PFG?

    Institutional owners buying PFG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PFG activity?

    "Buy" means an investor increased their reported position in PFG compared to the prior reporting period. This reflects growing exposure to PRINCIPAL FINANCIAL GROUP (PFG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PFG increasing?

    Institutional interest in PFG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.