PFG Institutional Ownership & Shareholders
PRINCIPAL FINANCIAL GROUP (PFG) is currently held by 965 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.06B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of PFG tracked by InsiderSet, reporting ownership valued at approximately $2.16B in its June 30, 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 $2.23B, representing an estimated gain of +3.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
965
Total Reported Value
$16.06B
Largest Holder
Blackrock, Inc.
Largest Position
$2.16B
Insider Transactions (90d)
26
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
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% | 20,014,673 | $2,157,181,472 | $2,234,237,947 | +$77,056,475 | +3.57% | |
| Vanguard Capital Management Llc | 0.03% | 13,479,468 | $1,452,817,061 | $1,504,713,013 | +$51,895,952 | +3.57% | |
| Vanguard Portfolio Management Llc | 0.05% | 11,266,018 | $1,214,251,420 | $1,257,625,589 | +$43,374,169 | +3.57% | |
| State Street Corp | 0.03% | 10,264,856 | $1,106,346,180 | $1,145,865,875 | +$39,519,695 | +3.57% | |
| Bank Of America Corp | 0.05% | 6,884,023 | $741,959,964 | $768,463,487 | +$26,503,523 | +3.57% | |
| Charles Schwab Investment Management Inc | 0.09% | 6,502,068 | $700,792,889 | $725,825,851 | +$25,032,962 | +3.57% | |
| Capital World Investors | 0.08% | 6,040,005 | $650,991,739 | $674,245,758 | +$23,254,019 | +3.57% | |
| Geode Capital Management, Llc | 0.03% | 5,681,672 | $609,987,592 | $634,245,045 | +$24,257,453 | +3.98% | |
| Dimensional Fund Advisors Lp | 0.08% | 3,923,279 | $422,868,602 | $437,955,635 | +$15,087,033 | +3.57% | |
| Invesco Ltd. | 0.03% | 3,771,641 | $406,507,460 | $421,028,285 | +$14,520,825 | +3.57% | |
| Northern Trust Corp | 0.04% | 3,249,703 | $350,252,988 | $362,764,346 | +$12,511,358 | +3.57% | |
| Morgan Stanley | 0.02% | 2,988,144 | $322,062,387 | $333,566,515 | +$11,504,128 | +3.57% | |
| Goldman Sachs Group Inc | 0.03% | 2,500,019 | $269,452,100 | $279,077,121 | +$9,625,021 | +3.57% | |
| Aqr Capital Management Llc | 0.09% | 2,315,065 | $249,517,694 | $258,430,706 | +$8,913,012 | +3.57% | |
| Norges Bank | 0.02% | 2,014,675 | $217,141,672 | $224,898,170 | +$7,756,498 | +3.57% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.04% | 1,971,575 | $177,658,623 | $220,086,917 | +$42,428,294 | +23.88% | |
| Legal & General Group Plc | 0.03% | 1,529,483 | $164,847,680 | $170,736,187 | +$5,888,507 | +3.57% | |
| Jpmorgan Chase & Co | 0.01% | 1,472,797 | $159,813,457 | $164,408,329 | +$4,594,872 | +2.88% | |
| Ubs Group Ag | 0.02% | 1,296,073 | $139,690,758 | $144,680,629 | +$4,989,871 | +3.57% | |
| Deutsche Bank Ag\ | 0.04% | 1,231,533 | $132,734,626 | $137,476,029 | +$4,741,403 | +3.57% | |
| Bank Of New York Mellon Corp | 0.02% | 1,153,947 | $124,372,452 | $128,815,104 | +$4,442,652 | +3.57% | |
| Hsbc Holdings Plc | 0.06% | 1,153,117 | $124,295,776 | $128,722,451 | +$4,426,675 | +3.56% | |
| Lpl Financial Llc | 0.03% | 1,134,085 | $122,231,664 | $126,597,909 | +$4,366,245 | +3.57% | |
| Vanguard Fiduciary Trust Co | 0.03% | 1,120,944 | $120,815,344 | $125,130,979 | +$4,315,635 | +3.57% | |
| Federated Hermes, Inc. | 0.15% | 972,814 | $104,849,893 | $108,595,227 | +$3,745,334 | +3.57% | |
| Royal Bank Of Canada | 0.02% | 924,893 | $99,685,000 | $103,245,806 | +$3,560,806 | +3.57% | |
| American Century Companies Inc | 0.04% | 874,031 | $94,203,248 | $97,568,081 | +$3,364,833 | +3.57% | |
| Australiansuper Pty Ltd | 0.36% | 769,378 | $82,923,561 | $85,885,666 | +$2,962,105 | +3.57% | |
| Victory Capital Management Inc | 0.05% | 759,254 | $81,832,396 | $84,755,524 | +$2,923,128 | +3.57% | |
| Wells Fargo & Company/Mn | 0.01% | 755,407 | $81,417,870 | $84,326,083 | +$2,908,213 | +3.57% | |
| Bnp Paribas Asset Management Holding S.A. | 0.08% | 754,096 | $81,276,467 | $84,179,736 | +$2,903,269 | +3.57% | |
| Raymond James Financial Inc | 0.02% | 683,606 | $73,679,053 | $76,310,938 | +$2,631,885 | +3.57% | |
| Barclays Plc | 0.02% | 665,971 | $71,778,357 | $74,342,343 | +$2,563,986 | +3.57% | |
| Swiss National Bank | 0.03% | 611,500 | $65,907,470 | $68,261,745 | +$2,354,275 | +3.57% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.09% | 591,790 | $63,783,126 | $66,061,518 | +$2,278,392 | +3.57% | |
| National Pension Service | 0.04% | 537,896 | $57,974,431 | $60,045,330 | +$2,070,899 | +3.57% | |
| Bnp Paribas Financial Markets | 0.03% | 534,331 | $57,590,195 | $59,647,370 | +$2,057,175 | +3.57% | |
| Nuveen, Llc | 0.01% | 518,497 | $55,883,515 | $57,879,820 | +$1,996,305 | +3.57% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.03% | 503,256 | $54,241,248 | $56,178,467 | +$1,937,219 | +3.57% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | 464,094 | $51,959,964 | $51,806,813 | -$153,151 | -0.29% | |
| Vanguard Asset Management, Ltd | 0.04% | 480,845 | $51,825,474 | $53,676,727 | +$1,851,253 | +3.57% | |
| O'Shaughnessy Asset Management, Llc | 0.24% | 468,554 | $50,500,716 | $52,304,683 | +$1,803,967 | +3.57% | |
| Fmr Llc | 0.00% | 462,810 | $49,881,644 | $51,663,480 | +$1,781,836 | +3.57% | |
| Vanguard Global Advisers, Llc | 0.02% | 430,966 | $46,449,515 | $48,108,735 | +$1,659,220 | +3.57% | |
| California Public Employees Retirement System | 0.03% | 416,664 | $44,908,046 | $46,512,202 | +$1,604,156 | +3.57% | |
| Rhumbline Advisers | 0.03% | 414,014 | $44,622,334 | $46,216,383 | +$1,594,049 | +3.57% | |
| Massachusetts Financial Services Co | 0.01% | 404,317 | $43,577,287 | $45,133,907 | +$1,556,620 | +3.57% | |
| Caisse De Depot Et Placement Du Quebec | 0.06% | 401,650 | $43,289,837 | $44,836,190 | +$1,546,353 | +3.57% | |
| Citigroup Inc | 0.02% | 388,059 | $41,824,999 | $43,319,026 | +$1,494,027 | +3.57% | |
| Envestnet Asset Management Inc | 0.01% | 378,972 | $40,845,549 | $42,304,644 | +$1,459,095 | +3.57% |
Frequently asked questions about PFG
Who are the largest institutional holders of PFG?
The largest institutional holders of PFG reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, State Street Corp, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported PFG position.
What is PFG institutional ownership?
This page tracks PFG positions reported by institutional investment managers through SEC Form 13F. PRINCIPAL FINANCIAL GROUP (PFG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFG?
InsiderSet currently tracks 965 institutional managers reporting PFG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFG shareholders.
How much PFG stock do institutions own?
Institutional investment managers disclosed approximately $16.06B in PFG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFG institutional ownership last updated?
The latest PFG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFG position after the reporting date.
Are institutions buying or selling PFG?
Institutional buying and selling can be analyzed by comparing PFG positions across consecutive 13F reporting periods. InsiderSet's PFG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFG ownership changes.
How has PFG institutional ownership changed over time?
InsiderSet tracks PFG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.