PRINCIPAL FINANCIAL GROUP INC (PFG) — Institutional Holders, Q2 2026

963 institutional investment managers reported a PFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← PFG stock profile

PFG in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

107

Added to

392

Trimmed

273

Sold out

Biggest buyers

CHARLES SCHWAB INVESTMENT MANAGEMENTAdded · +578,132 sh+$62.3M
National Pension ServiceAdded · +406,427 sh+$43.8M
LPL FinancialAdded · +405,621 sh+$43.7M
FEDERATED HERMESAdded · +391,467 sh+$42.2M
CAISSE DE DEPOT ET PLACEMENT DU QUEBECAdded · +390,641 sh+$42.1M

Biggest sellers

BANK OF AMERICATrimmed · -1,935,429 sh-$208.6M
FIRST ADVISORSTrimmed · -412,765 sh-$44.5M
BlackRockTrimmed · -307,685 sh-$33.2M
AmundiTrimmed · -256,452 sh-$27.6M
TWO SIGMA INVESTMENTSTrimmed · -254,287 sh-$27.4M

PFG 13F holders ranked 1–100 of 963

Institutional investors reporting a position in PRINCIPAL FINANCIAL GROUP INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 20,014,673 sh	20,014,673	$2.2B	0.03%	-1.5%
2	NIPPON LIFE INSURANCE#2 · 18,137,000 sh	18,137,000	$2.0B	32.37%	0.0%
3	VANGUARD CAPITAL MANAGEMENT#3 · 13,479,468 sh	13,479,468	$1.5B	0.03%	0.0%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 11,266,018 sh	11,266,018	$1.2B	0.05%	0.0%
5	STATE STREET#5 · 10,264,856 sh	10,264,856	$1.1B	0.03%	+0.8%
6	BANK OF AMERICA#6 · 6,884,023 sh	6,884,023	$742.0M	0.05%	-21.9%
7	CHARLES SCHWAB INVESTMENT MANAGEMENT#7 · 6,502,068 sh	6,502,068	$700.8M	0.09%	+9.8%
8	Capital World Investors#8 · 6,040,005 sh	6,040,005	$651.0M	0.08%	+0.2%
9	GEODE CAPITAL MANAGEMENT#9 · 5,681,672 sh	5,681,672	$610.0M	0.03%	+0.4%
10	DIMENSIONAL FUND ADVISORS#10 · 3,923,279 sh	3,923,279	$422.9M	0.08%	+0.9%
11	Invesco Ltd.#11 · 3,771,641 sh	3,771,641	$406.5M	0.03%	+6.5%
12	NORTHERN#12 · 3,249,703 sh	3,249,703	$350.3M	0.04%	-2.5%
13	MORGAN STANLEY#13 · 2,988,144 sh	2,988,144	$322.1M	0.02%	-0.6%
14	GOLDMAN SACHS GROUP#14 · 2,500,019 sh	2,500,019	$269.5M	0.02%	-9.2%
15	AQR CAPITAL MANAGEMENT#15 · 2,315,065 sh	2,315,065	$249.5M	0.09%	-5.8%
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#16 · 2,216,125 sh	2,216,125	$238.9M	0.04%	+12.4%
17	NORGES BANK#17 · 2,014,675 sh	2,014,675	$217.1M	0.02%	—
18	Legal & General Group Plc#18 · 1,529,483 sh	1,529,483	$164.8M	0.03%	-9.7%
19	JPMORGAN CHASE#19 · 1,472,797 sh	1,472,797	$159.8M	<0.01%	+23.8%
20	UBS Group AG#20 · 1,296,073 sh	1,296,073	$139.7M	0.02%	+11.1%
21	DEUTSCHE BANK AG\#21 · 1,231,533 sh	1,231,533	$132.7M	0.04%	-11.0%
22	Bank of New York Mellon#22 · 1,153,947 sh	1,153,947	$124.4M	0.02%	-3.1%
23	HSBC PLC#23 · 1,153,117 sh	1,153,117	$124.3M	0.05%	+47.7%
24	LPL Financial#24 · 1,134,085 sh	1,134,085	$122.2M	0.03%	+55.7%
25	VANGUARD FIDUCIARY#25 · 1,120,944 sh	1,120,944	$120.8M	0.03%	-0.8%
26	FEDERATED HERMES#26 · 972,814 sh	972,814	$104.8M	0.15%	+67.3%
27	ROYAL BANK OF CANADA#27 · 924,893 sh	924,893	$99.7M	0.01%	+5.4%
28	Amundi#28 · 895,365 sh	895,365	$96.5M	0.02%	-22.3%
29	AMERICAN CENTURY COMPANIES#29 · 874,031 sh	874,031	$94.2M	0.04%	+47.8%
30	AustralianSuper Pty Ltd#30 · 769,378 sh	769,378	$82.9M	0.36%	-17.9%
31	VICTORY CAPITAL MANAGEMENT#31 · 759,254 sh	759,254	$81.8M	0.05%	+4.3%
32	WELLS FARGO & COMPANY#32 · 755,407 sh	755,407	$81.4M	0.01%	+30.6%
33	BNP Paribas Asset Management Holding S.A.#33 · 754,096 sh	754,096	$81.3M	0.08%	+48.6%
34	RAYMOND JAMES FINANCIAL#34 · 683,606 sh	683,606	$73.7M	0.02%	+13.5%
35	BARCLAYS PLC#35 · 665,971 sh	665,971	$71.8M	0.01%	-8.3%
36	Swiss National Bank#36 · 611,500 sh	611,500	$65.9M	0.03%	-5.2%
37	HEALTHCARE OF ONTARIO PENSION PLAN FUND#37 · 591,790 sh	591,790	$63.8M	0.09%	0.0%
38	National Pension Service#38 · 537,896 sh	537,896	$58.0M	0.04%	+309.1%
39	BNP PARIBAS FINANCIAL MARKETS#39 · 534,331 sh	534,331	$57.6M	0.02%	-5.7%
40	Nuveen#40 · 518,497 sh	518,497	$55.9M	0.01%	-14.1%
41	Mitsubishi UFJ Asset Management , Ltd.#41 · 503,256 sh	503,256	$54.2M	0.03%	+4.8%
42	Sumitomo Mitsui#42 · 482,776 sh	482,776	$52.0M	0.03%	-5.3%
43	VANGUARD ASSET MANAGEMENT, Ltd#43 · 480,845 sh	480,845	$51.8M	0.04%	+6.3%
44	O'SHAUGHNESSY ASSET MANAGEMENT#44 · 468,554 sh	468,554	$50.5M	0.23%	+12.4%
45	FMR#45 · 462,810 sh	462,810	$49.9M	<0.01%	-14.9%
46	VIRGINIA RETIREMENT SYSTEMS ET Al#46 · 438,113 sh	438,113	$47.2M	0.18%	+6.4%
47	Vanguard Global Advisers#47 · 430,966 sh	430,966	$46.4M	0.02%	-1.8%
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#48 · 416,664 sh	416,664	$44.9M	0.03%	+1.5%
49	RHUMBLINE ADVISERS#49 · 414,014 sh	414,014	$44.6M	0.03%	-7.0%
50	MASSACHUSETTS FINANCIAL SERVICES#50 · 404,317 sh	404,317	$43.6M	0.01%	-3.7%
51	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#51 · 401,650 sh	401,650	$43.3M	0.06%	+3548.4%
52	KBC Group NV#52 · 393,837 sh	393,837	$42.4M	—	-0.8%
53	CITIGROUP#53 · 388,059 sh	388,059	$41.8M	0.01%	+91.4%
54	ENVESTNET ASSET MANAGEMENT#54 · 378,972 sh	378,972	$40.8M	<0.01%	+15.5%
55	NORTH STAR ASSET MANAGEMENT#55 · 370,523 sh	370,523	$39.9M	1.57%	-3.0%
56	CONNING#56 · 363,250 sh	363,250	$39.2M	1.17%	-8.8%
57	WEDGE CAPITAL MANAGEMENT L L P#57 · 347,146 sh	347,146	$37.4M	—	-11.1%
58	Zurcher Kantonalbank (Zurich Cantonalbank)#58 · 343,281 sh	343,281	$37.0M	0.07%	+30.3%
59	Gotham Asset Management#59 · 312,152 sh	312,152	$33.6M	0.08%	+74.9%
60	FRANKLIN RESOURCES#60 · 308,682 sh	308,682	$33.3M	<0.01%	+10.3%
61	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#61 · 298,736 sh	298,736	$32.2M	0.01%	+48.0%
62	PRICE T ROWE ASSOCIATES#62 · 289,846 sh	289,846	$31.2M	<0.01%	+2.1%
63	Eurizon Capital SGR S.p.A.#63 · 287,951 sh	287,951	$31.0M	0.08%	-24.8%
64	FORT WASHINGTON INVESTMENT ADVISORS#64 · 268,408 sh	268,408	$28.9M	—	-34.3%
65	AE Wealth Management#65 · 257,878 sh	257,878	$27.8M	0.13%	+13.3%
66	Point#66 · 238,017 sh	238,017	$25.7M	2.18%	-35.5%
67	STRS OHIO#67 · 237,625 sh	237,625	$25.6M	0.10%	+4465.3%
68	STIFEL FINANCIAL#68 · 229,363 sh	229,363	$24.7M	0.02%	+11.4%
69	Quantinno Capital Management#69 · 227,694 sh	227,694	$24.5M	0.03%	+14.7%
70	BANK OF MONTREAL#70 · 226,559 sh	226,559	$24.4M	<0.01%	+33.8%
71	ACADIAN ASSET MANAGEMENT#71 · 226,343 sh	226,343	$24.4M	0.03%	+21.1%
72	SG Americas Securities#72 · 224,983 sh	224,983	$24.2M	0.01%	-31.3%
73	PRINCIPAL FINANCIAL GROUP#73 · 223,273 sh	223,273	$24.1M	0.01%	-1.5%
74	GW HENSSLER & ASSOCIATES LTD#74 · 223,260 sh	223,260	$24.1M	—	-0.3%
75	Sound Income Strategies#75 · 222,669 sh	222,669	$24.0M	—	-8.7%
76	TEACHER RETIREMENT SYSTEM OF TEXAS#76 · 222,530 sh	222,530	$24.0M	0.06%	-50.6%
77	Mirae Asset Global Investments , Ltd.#77 · 212,976 sh	212,976	$23.0M	0.03%	+16.3%
78	ADAMS DIVERSIFIED EQUITY FUND#78 · 209,100 sh	209,100	$22.5M	—	0.0%
79	Swedbank AB#79 · 209,044 sh	209,044	$22.5M	0.02%	+1.9%
80	Cerity Partners#80 · 208,030 sh	208,030	$22.4M	0.03%	+2.3%
81	Universal- Beteiligungs- und Servicegesellschaft mbH#81 · 206,799 sh	206,799	$22.3M	0.03%	-1.9%
82	STOREBRAND ASSET MANAGEMENT AS#82 · 198,253 sh	198,253	$21.4M	0.05%	+15.2%
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#83 · 197,264 sh	197,264	$21.3M	0.04%	-2.8%
84	Allianz Asset Management GmbH#84 · 218,188 sh	218,188	$21.0M	0.02%	+51.1%
85	AVIVA PLC#85 · 190,079 sh	190,079	$20.5M	0.03%	-1.4%
86	Robeco Institutional Asset Management B.V.#86 · 189,516 sh	189,516	$20.4M	—	+47.0%
87	ASR Vermogensbeheer N.V.#87 · 176,618 sh	176,618	$19.0M	—	+844.5%
88	GREAT WEST LIFE ASSURANCE#88 · 175,378 sh	175,378	$18.9M	0.03%	-13.6%
89	Focus Partners Wealth#89 · 174,626 sh	174,626	$18.8M	0.02%	+3.8%
90	ALLIANCEBERNSTEIN L.P.#90 · 203,083 sh	203,083	$18.3M	<0.01%	-22.9%
91	abrdn plc#91 · 166,010 sh	166,010	$17.9M	0.03%	+2.2%
92	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#92 · 163,938 sh	163,938	$17.7M	—	-0.7%
93	STATE OF WISCONSIN INVESTMENT BOARD#93 · 158,031 sh	158,031	$17.0M	0.03%	-21.3%
94	Russell Investments Group, Ltd.#94 · 154,510 sh	154,510	$16.7M	0.01%	-2.2%
95	CAPITAL MANAGEMENT#95 · 152,083 sh	152,083	$16.4M	2.46%	+0.1%
96	AMERIPRISE FINANCIAL#96 · 146,285 sh	146,285	$15.8M	<0.01%	-30.6%
97	LOS ANGELES CAPITAL MANAGEMENT#97 · 145,637 sh	145,637	$15.7M	0.06%	New
98	Federation des caisses Desjardins du Quebec#98 · 145,051 sh	145,051	$15.6M	0.05%	+277.5%
99	Cetera Investment Advisers#99 · 144,930 sh	144,930	$15.6M	0.01%	+10.0%
100	FIRST ADVISORS#100 · 142,722 sh	142,722	$15.4M	<0.01%	-74.3%

Funds that sold out of PFG in Q2 2026 (58)

Held PFG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PFG in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
CANADA PENSION PLAN INVESTMENT BOARD169,710 sh	169,710	$15.3M
Tredje AP-fonden93,517 sh	93,517	$8.4M
Interval Partners87,808 sh	87,808	$7.9M
Holocene Advisors19,232 sh	19,232	$1.7M
SummitTX Capital, L.P.16,511 sh	16,511	$1.5M
United Super Pty Ltd in its capacity as Trustee for the Cons16,500 sh	16,500	$1.5M
Impact Partnership Wealth16,053 sh	16,053	$1.4M
Redwood Investment Management11,590 sh	11,590	$1.0M
Board of the Pension Protection Fund10,200 sh	10,200	$919.1K
Brevan Howard Capital Management10,104 sh	10,104	$910.5K
EVOLVE PRIVATE WEALTH9,547 sh	9,547	$860.3K
Generali Asset Management SPA SGR9,259 sh	9,259	$834.3K
ING GROEP NV9,046 sh	9,046	$815.1K
CenterStar Asset Management6,776 sh	6,776	$610.5K
Polymer Capital Management (US)5,878 sh	5,878	$529.7K
Burns Matteson Capital Management5,871 sh	5,871	$529.0K
AIA Group Ltd5,517 sh	5,517	$497.1K
Lighthouse Investment Partners4,918 sh	4,918	$443.1K
Machina Capital S.A.S.4,027 sh	4,027	$362.9K
Gateway Wealth Partners3,780 sh	3,780	$340.6K
ASAHI LIFE ASSET MANAGEMENT , LTD.3,769 sh	3,769	$339.6K
MIRABELLA FINANCIAL SERVICES LLP3,286 sh	3,286	$296.1K
GTS SECURITIES3,271 sh	3,271	$294.8K
Csenge Advisory Group3,167 sh	3,167	$285.4K
Patriot Financial Group Insurance Agency3,014 sh	3,014	$271.6K
PATTON FUND MANAGEMENT2,706 sh	2,706	$243.8K
MASTERINVEST Kapitalanlage GmbH2,646 sh	2,646	$238.4K
Edgestream Partners, L.P.2,501 sh	2,501	$225.4K
Atlas Wealth6,012 sh	6,012	$207.7K
EVOKE WEALTH2,221 sh	2,221	$200.2K
Olistico Wealth1,169 sh	1,169	$105.3K
Root Financial Partners1,112 sh	1,112	$100.2K
Destiny Wealth Partners1,097 sh	1,097	$98.9K
Andra AP-fonden900 sh	900	$81.1K
Whipplewood Advisors700 sh	700	$63.1K
Golden State Equity Partners673 sh	673	$60.6K
Western Wealth Management443 sh	443	$40.0K
CAPITAL & PLANNING424 sh	424	$38.2K
CURIO WEALTH384 sh	384	$34.6K
MBM WEALTH CONSULTANTS307 sh	307	$27.7K
Legacy Wealth Managment261 sh	261	$23.5K
Annis Gardner Whiting Capital Advisors213 sh	213	$19.2K
Smallwood Wealth Investment Management206 sh	206	$18.6K
TopTier Wealth Management202 sh	202	$18.2K
TWIN PEAKS WEALTH ADVISORS186 sh	186	$16.8K
Team Financial Group176 sh	176	$15.9K
Investors Research173 sh	173	$15.6K
AMERIFLEX GROUP164 sh	164	$14.8K
DAGCO104 sh	104	$9.4K
Intentional Wealth Strategies45 sh	45	$4.1K
Abound Wealth Management41 sh	41	$3.7K
Napier Financial37 sh	37	$3.3K
Clayton Financial Group23 sh	23	$2.1K
Portus Wealth Advisors15 sh	15	$1.4K
Truvestments Capital12 sh	12	$1.1K
OF TOLEDO NA10 sh	10	$901.00
Addison Advisors6 sh	6	$541.00
PMV Capital Advisers4 sh	4	$386.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.