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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +50,877 | +15.5% | 378,972 | $40.85M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +641 | +12.5% | 5,756 | $620.40K | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +493 | +8.4% | 6,377 | $687.26K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +85,014 | +0.8% | 10,264,856 | $1.11B | Q2 2026 | Sep 22, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +3,899 | — | 3,899 | $420.23K | Q2 2026 | Sep 18, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -6,484 | -6.1% | 99,106 | $10.68M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,443 | +20.6% | 8,442 | $909.83K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +31 | +5.7% | 578 | $62.30K | Q2 2026 | Sep 04, 2026 |
| Allianz Asset Management Gmbh | Buy | +57,100 | +39.5% | 201,525 | $21.72M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +29,898 | +54.5% | 84,779 | $9.14M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +7 | +13.0% | 61 | $6.58K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -3,169 | -8.1% | 35,826 | $3.86M | Q2 2026 | Aug 27, 2026 |
| Groupe La Francaise | Buy | +44,747 | — | 44,747 | $4.82M | Q2 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Sell | -42,508 | -10.7% | 355,366 | $38.30M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -14 | -2.6% | 535 | $57.66K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -99,225 | -94.2% | 6,152 | $663.06K | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +2,084 | +5.3% | 41,477 | $4.47M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +915 | +17.6% | 6,101 | $657.57K | Q2 2026 | Aug 19, 2026 |
| North Star Asset Management Inc | Sell | -11,522 | -3.0% | 370,523 | $39.93M | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +2,865 | +9.4% | 33,317 | $3.62M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -105 | -2.8% | 3,651 | $393.55K | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Buy | +65 | — | 65 | $7.05K | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Buy | +15,077 | +29.7% | 65,915 | $7.10M | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Sell | -7,041 | -32.0% | 14,959 | $1.61M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +2,178 | — | 2,178 | $234.77K | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +1,879 | — | 1,879 | $202.52K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -982 | -1.3% | 71,931 | $7.75M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -646 | -5.8% | 10,463 | $1.13M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -476 | -5.7% | 7,859 | $847.05K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +164 | +1.9% | 9,000 | $970.06K | Q2 2026 | Aug 17, 2026 |
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.
Related PFG Institutional Insights
- PFG Overview
- PFG 13F Institutional Holders
- PFG Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PFG Insider Trading & SEC Form 4 Activity
- PFG Articles
- Top Institutional Investor Stock Rankings