PRINCIPAL FINANCIAL GROUP (PFG) Institutional Shareholders
PRINCIPAL FINANCIAL GROUP (PFG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $13.45B in PFG holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of PFG tracked by InsiderSet, reporting ownership valued at approximately $1.83B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.31B, representing an estimated gain of +26.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed PFG value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in PRINCIPAL FINANCIAL GROUP (PFG).
This page ranks the largest institutional PFG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
902
Total Reported Value
$13.45B
Largest Holder
Blackrock, Inc.
Largest Position
$1.83B
Insider Transactions (90d)
43
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.03% | 20,322,358 | $1,831,247,653 | $2,310,652,105 | +$479,404,452 | +26.18% | |
| Vanguard Capital Management Llc | 0.03% | 13,474,208 | $1,214,160,883 | $1,532,017,450 | +$317,856,567 | +26.18% | |
| Vanguard Portfolio Management Llc | 0.05% | 11,264,834 | $1,015,074,192 | $1,280,811,626 | +$265,737,434 | +26.18% | |
| State Street Corp | 0.03% | 10,179,842 | $917,305,563 | $1,157,448,035 | +$240,142,472 | +26.18% | |
| Bank Of America Corp | 0.06% | 8,819,452 | $794,720,854 | $1,002,771,692 | +$208,050,838 | +26.18% | |
| Capital World Investors | 0.07% | 6,026,881 | $543,082,247 | $685,256,370 | +$142,174,123 | +26.18% | |
| Charles Schwab Investment Management Inc | 0.08% | 5,923,936 | $533,805,873 | $673,551,523 | +$139,745,650 | +26.18% | |
| Geode Capital Management, Llc | 0.03% | 5,660,667 | $508,160,285 | $643,617,838 | +$135,457,553 | +26.66% | |
| Dimensional Fund Advisors Lp | 0.07% | 3,886,509 | $350,187,030 | $441,896,073 | +$91,709,043 | +26.19% | |
| Invesco Ltd. | 0.05% | 3,541,982 | $319,168,037 | $402,723,353 | +$83,555,316 | +26.18% | |
| Northern Trust Corp | 0.04% | 3,333,706 | $300,400,247 | $379,042,372 | +$78,642,125 | +26.18% | |
| Morgan Stanley | 0.02% | 3,006,287 | $270,896,800 | $341,814,832 | +$70,918,032 | +26.18% | |
| Goldman Sachs Group Inc | 0.03% | 2,754,277 | $248,187,883 | $313,161,295 | +$64,973,412 | +26.18% | |
| Aqr Capital Management Llc | 0.10% | 2,456,733 | $220,590,052 | $279,330,542 | +$58,740,490 | +26.63% | |
| Storebrand Asset Management As | 0.07% | 3,039,153 | $209,252,511 | $345,551,696 | +$136,299,185 | +65.14% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.04% | 1,971,575 | $177,658,623 | $224,168,078 | +$46,509,455 | +26.18% | |
| Legal & General Group Plc | 0.04% | 1,694,596 | $152,700,048 | $192,675,565 | +$39,975,517 | +26.18% | |
| Deutsche Bank Ag\ | 0.04% | 1,383,643 | $124,680,070 | $157,320,209 | +$32,640,139 | +26.18% | |
| Bank Of New York Mellon Corp | 0.02% | 1,190,553 | $107,280,739 | $135,365,876 | +$28,085,137 | +26.18% | |
| Ubs Group Ag | 0.02% | 1,166,730 | $105,134,041 | $132,657,201 | +$27,523,160 | +26.18% | |
| Amundi | 0.03% | 1,151,817 | $103,790,231 | $130,961,593 | +$27,171,362 | +26.18% | |
| Vanguard Fiduciary Trust Co | 0.03% | 1,130,176 | $101,840,159 | $128,501,011 | +$26,660,852 | +26.18% | |
| Australiansuper Pty Ltd | 0.44% | 937,473 | $84,475,692 | $106,590,680 | +$22,114,988 | +26.18% | |
| Royal Bank Of Canada | 0.01% | 877,645 | $79,086,000 | $99,788,237 | +$20,702,237 | +26.18% | |
| Hsbc Holdings Plc | 0.04% | 780,743 | $70,389,729 | $88,770,479 | +$18,380,750 | +26.11% | |
| Lpl Financial Llc | 0.02% | 728,464 | $65,641,868 | $82,826,357 | +$17,184,489 | +26.18% | |
| Victory Capital Management Inc | 0.04% | 727,924 | $65,593,232 | $82,764,959 | +$17,171,727 | +26.18% | |
| Barclays Plc | 0.02% | 726,136 | $65,432,115 | $82,561,663 | +$17,129,548 | +26.18% | |
| Swiss National Bank | 0.03% | 644,800 | $58,102,928 | $73,313,760 | +$15,210,832 | +26.18% | |
| Nuveen, Llc | 0.01% | 603,915 | $54,418,781 | $68,665,136 | +$14,246,355 | +26.18% | |
| Raymond James Financial Inc | 0.02% | 602,197 | $54,263,916 | $68,469,799 | +$14,205,883 | +26.18% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.09% | 591,931 | $53,338,902 | $67,302,555 | +$13,963,653 | +26.18% | |
| American Century Companies Inc | 0.03% | 591,228 | $53,275,690 | $67,222,624 | +$13,946,934 | +26.18% | |
| Federated Hermes, Inc. | 0.09% | 581,347 | $52,385,178 | $66,099,154 | +$13,713,976 | +26.18% | |
| Wells Fargo & Company/Mn | 0.01% | 578,610 | $52,138,567 | $65,787,957 | +$13,649,390 | +26.18% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | 482,776 | $52,033,597 | $54,891,631 | +$2,858,034 | +5.49% | |
| Bnp Paribas Financial Markets | 0.03% | 566,364 | $51,035,060 | $64,395,587 | +$13,360,527 | +26.18% | |
| First Trust Advisors Lp | 0.04% | 555,487 | $50,054,895 | $63,158,872 | +$13,103,977 | +26.18% | |
| Fmr Llc | 0.00% | 543,926 | $49,013,212 | $61,844,386 | +$12,831,174 | +26.18% | |
| Bnp Paribas Asset Management Holding S.A. | 0.05% | 507,575 | $45,737,583 | $57,711,278 | +$11,973,695 | +26.18% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.03% | 480,402 | $43,289,024 | $54,621,707 | +$11,332,683 | +26.18% | |
| Vanguard Asset Management, Ltd | 0.04% | 452,326 | $40,759,096 | $51,429,466 | +$10,670,370 | +26.18% | |
| Teacher Retirement System Of Texas | 0.17% | 450,593 | $40,602,934 | $51,232,424 | +$10,629,490 | +26.18% | |
| Rhumbline Advisers | 0.03% | 445,252 | $40,121,564 | $50,625,152 | +$10,503,588 | +26.18% | |
| Vanguard Global Advisers, Llc | 0.02% | 438,656 | $39,527,292 | $49,875,187 | +$10,347,895 | +26.18% | |
| Conning Inc. | 1.17% | 363,250 | $39,151,085 | $41,301,525 | +$2,150,440 | +5.49% | |
| Massachusetts Financial Services Co | 0.01% | 420,035 | $37,849,354 | $47,757,980 | +$9,908,626 | +26.18% | |
| O'Shaughnessy Asset Management, Llc | 0.19% | 416,864 | $37,563,615 | $47,397,437 | +$9,833,822 | +26.18% | |
| Wedge Capital Management L L P/Nc | 0.62% | 347,146 | $37,415,396 | $39,470,500 | +$2,055,104 | +5.49% | |
| California Public Employees Retirement System | 0.02% | 410,420 | $36,982,946 | $46,664,754 | +$9,681,808 | +26.18% |
Frequently asked questions about PFG
Who owns the most PFG stock?
The largest holders of PFG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PRINCIPAL FINANCIAL GROUP (PFG).
Is PFG widely held by superinvestors?
Many widely followed stocks like PFG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.