PRINCIPAL FINANCIAL GROUP INC (PFG) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFG 13F holders ranked 201–300 of 963
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | MARSHALL WACE, LLP#201 · 38,070 sh | 38,070 | $4.1M | <0.01% | -62.7% |
| 202 | Daiwa Securities Group#202 · 37,491 sh | 37,491 | $4.0M | <0.01% | +5.3% |
| 203 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#203 · 35,901 sh | 35,901 | $3.9M | — | -35.2% |
| 204 | Corient Private Wealth#204 · 35,826 sh | 35,826 | $3.9M | <0.01% | -8.1% |
| 205 | Avantax Planning Partners#205 · 35,611 sh | 35,611 | $3.8M | 0.10% | 0.0% |
| 206 | Sanctuary Advisors#206 · 35,251 sh | 35,251 | $3.8M | 0.02% | +59.2% |
| 207 | Freestone Capital#207 · 34,852 sh | 34,852 | $3.8M | 0.10% | +0.1% |
| 208 | AMALGAMATED BANK#208 · 34,713 sh | 34,713 | $3.7M | — | -10.9% |
| 209 | Rakuten Investment Management#209 · 33,317 sh | 33,317 | $3.6M | 0.01% | +9.4% |
| 210 | JUPITER ASSET MANAGEMENT LTD#210 · 33,333 sh | 33,333 | $3.6M | 0.02% | New |
| 211 | Police & Firemen's Retirement System of New Jersey#211 · 33,074 sh | 33,074 | $3.6M | 0.03% | -3.1% |
| 212 | Utah Retirement Systems#212 · 32,493 sh | 32,493 | $3.5M | 0.03% | -8.1% |
| 213 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#213 · 32,369 sh | 32,369 | $3.5M | 0.02% | +6.9% |
| 214 | NEOS Investment Management#214 · 32,333 sh | 32,333 | $3.5M | 0.01% | +5.0% |
| 215 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#215 · 32,234 sh | 32,234 | $3.5M | 0.21% | +28.8% |
| 216 | Vident Advisory#216 · 31,878 sh | 31,878 | $3.4M | 0.02% | +5.9% |
| 217 | B. Metzler seel. Sohn & AG#217 · 31,771 sh | 31,771 | $3.4M | 0.03% | -6.4% |
| 218 | PEAK6#218 · 31,529 sh | 31,529 | $3.4M | <0.01% | New |
| 219 | LAZARD ASSET MANAGEMENT#219 · 31,071 sh | 31,071 | $3.3M | <0.01% | -40.2% |
| 220 | Janney Montgomery Scott#220 · 29,848 sh | 29,848 | $3.2M | <0.01% | -0.6% |
| 221 | NEW YORK LIFE INVESTMENT MANAGEMENT#221 · 29,630 sh | 29,630 | $3.2M | 0.02% | -0.1% |
| 222 | FOSTER & MOTLEY#222 · 29,615 sh | 29,615 | $3.2M | 0.15% | -14.6% |
| 223 | NISSAY ASSET MANAGEMENT /JAPAN#223 · 29,380 sh | 29,380 | $3.2M | 0.01% | +1.8% |
| 224 | Claro Advisors#224 · 29,358 sh | 29,358 | $3.2M | 0.33% | +0.8% |
| 225 | Handelsbanken Fonder AB#225 · 29,084 sh | 29,084 | $3.1M | <0.01% | +72.8% |
| 226 | Munich Reinsurance Stock in Munich#226 · 29,047 sh | 29,047 | $3.1M | 0.07% | -53.8% |
| 227 | MML INVESTORS SERVICES#227 · 28,916 sh | 28,916 | $3.1M | <0.01% | +43.7% |
| 228 | Centric Wealth Management#228 · 30,694 sh | 30,694 | $3.1M | 0.47% | 0.0% |
| 229 | Dorsey & Whitney#229 · 27,916 sh | 27,916 | $3.0M | 0.15% | -14.4% |
| 230 | YOUSIF CAPITAL MANAGEMENT#230 · 27,233 sh | 27,233 | $2.9M | — | +19.1% |
| 231 | ASSETMARK#231 · 26,947 sh | 26,947 | $2.9M | — | +33.2% |
| 232 | VCI Wealth Management#232 · 26,611 sh | 26,611 | $2.9M | 0.72% | +103.1% |
| 233 | BANK OF NOVA SCOTIA#233 · 26,449 sh | 26,449 | $2.9M | <0.01% | -18.9% |
| 234 | OSTRUM ASSET MANAGEMENT#234 · 26,372 sh | 26,372 | $2.8M | 0.14% | +5.6% |
| 235 | DAVENPORT#235 · 26,266 sh | 26,266 | $2.8M | — | +25.2% |
| 236 | SIMON QUICK ADVISORS#236 · 26,235 sh | 26,235 | $2.8M | — | -0.1% |
| 237 | CREDIT AGRICOLE S A#237 · 25,927 sh | 25,927 | $2.8M | <0.01% | +5.8% |
| 238 | Savant Capital#238 · 27,911 sh | 27,911 | $2.8M | <0.01% | +96.8% |
| 239 | Sumitomo Mitsui DS Asset Management Company, Ltd#239 · 25,618 sh | 25,618 | $2.8M | — | 0.0% |
| 240 | MIZUHO SECURITIES USA#240 · 27,349 sh | 27,349 | $2.7M | 0.03% | +128.7% |
| 241 | US BANCORP \DE\#241 · 25,365 sh | 25,365 | $2.7M | <0.01% | +34.8% |
| 242 | Columbus Macro#242 · 25,195 sh | 25,195 | $2.7M | — | -0.9% |
| 243 | WIREGRASS INVESTMENT MANAGEMENT#243 · 24,718 sh | 24,718 | $2.7M | 1.82% | +71.1% |
| 244 | Heritage#244 · 24,706 sh | 24,706 | $2.7M | 0.23% | -0.5% |
| 245 | HOHIMER WEALTH MANAGEMENT#245 · 24,699 sh | 24,699 | $2.7M | 0.27% | 0.0% |
| 246 | OP Asset Management Ltd#246 · 24,465 sh | 24,465 | $2.6M | 0.03% | +4.6% |
| 247 | MAI Capital Management#247 · 24,419 sh | 24,419 | $2.6M | <0.01% | +8.7% |
| 248 | HighTower Advisors#248 · 24,361 sh | 24,361 | $2.6M | <0.01% | -0.3% |
| 249 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#249 · 24,137 sh | 24,137 | $2.6M | 0.03% | +6.6% |
| 250 | Jupiter Topco#250 · 23,952 sh | 23,952 | $2.6M | <0.01% | — |
| 251 | MILLENNIUM MANAGEMENT#251 · 23,674 sh | 23,674 | $2.6M | <0.01% | New |
| 252 | Siemens Fonds Invest GmbH#252 · 23,202 sh | 23,202 | $2.5M | 0.12% | +2.3% |
| 253 | Impax Asset Management Group plc#253 · 23,119 sh | 23,119 | $2.5M | 0.02% | +4.5% |
| 254 | Elo Mutual Pension Insurance#254 · 22,956 sh | 22,956 | $2.5M | 0.03% | -36.1% |
| 255 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#255 · 22,484 sh | 22,484 | $2.4M | <0.01% | +4.5% |
| 256 | Estate Counselors#256 · 22,041 sh | 22,041 | $2.4M | 0.20% | -2.9% |
| 257 | Atria Investments#257 · 22,018 sh | 22,018 | $2.4M | — | +15.4% |
| 258 | Verdence Capital Advisors#258 · 21,888 sh | 21,888 | $2.4M | — | +2.2% |
| 259 | Avanza Fonder AB#259 · 21,630 sh | 21,630 | $2.3M | — | +50.6% |
| 260 | WILEY BROS.-AINTREE CAPITAL#260 · 21,189 sh | 21,189 | $2.3M | <0.01% | +10.9% |
| 261 | V-Square Quantitative Management#261 · 20,923 sh | 20,923 | $2.3M | — | +0.6% |
| 262 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#262 · 20,431 sh | 20,431 | $2.2M | — | -2.9% |
| 263 | HRT FINANCIAL#263 · 20,418 sh | 20,418 | $2.2M | <0.01% | New |
| 264 | Dakota Wealth Management#264 · 20,315 sh | 20,315 | $2.2M | 0.04% | -4.9% |
| 265 | Weaver C. Barksdale & Associates#265 · 19,939 sh | 19,939 | $2.1M | 1.93% | -0.1% |
| 266 | Toroso Investments#266 · 19,857 sh | 19,857 | $2.1M | <0.01% | -19.9% |
| 267 | Foster Group#267 · 19,715 sh | 19,715 | $2.1M | — | +0.9% |
| 268 | BBR PARTNERS#268 · 19,297 sh | 19,297 | $2.1M | 0.10% | 0.0% |
| 269 | State of Alaska, Department of Revenue#269 · 19,261 sh | 19,261 | $2.1M | — | -1.7% |
| 270 | ALERUS FINANCIAL NA#270 · 19,207 sh | 19,207 | $2.1M | 0.09% | -48.6% |
| 271 | D. E. Shaw#271 · 19,193 sh | 19,193 | $2.1M | <0.01% | +64.7% |
| 272 | COMMERCE BANK#272 · 18,807 sh | 18,807 | $2.0M | <0.01% | -0.6% |
| 273 | UniSuper Management Pty Ltd#273 · 18,672 sh | 18,672 | $2.0M | — | -29.2% |
| 274 | Mediolanum International Funds Ltd#274 · 18,516 sh | 18,516 | $2.0M | 0.02% | -84.0% |
| 275 | Cresset Asset Management#275 · 18,460 sh | 18,460 | $2.0M | <0.01% | +2.0% |
| 276 | GoalVest Advisory#276 · 18,337 sh | 18,337 | $2.0M | — | -1.2% |
| 277 | Grantham, Mayo, Van Otterloo#277 · 18,258 sh | 18,258 | $2.0M | <0.01% | 0.0% |
| 278 | Virtus Investment Advisers#278 · 18,072 sh | 18,072 | $1.9M | 0.45% | -12.2% |
| 279 | Neuberger Berman Group#279 · 17,973 sh | 17,973 | $1.9M | <0.01% | +1.6% |
| 280 | TD PRIVATE CLIENT WEALTH#280 · 17,647 sh | 17,647 | $1.9M | 0.04% | +15.8% |
| 281 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#281 · 17,611 sh | 17,611 | $1.9M | <0.01% | 0.0% |
| 282 | Rockefeller Capital Management L.P.#282 · 17,573 sh | 17,573 | $1.9M | <0.01% | -0.9% |
| 283 | CHOREO#283 · 17,343 sh | 17,343 | $1.9M | 0.02% | +1.9% |
| 284 | Crossmark Global#284 · 17,305 sh | 17,305 | $1.9M | — | +1.0% |
| 285 | Farther Finance Advisors#285 · 17,247 sh | 17,247 | $1.9M | — | +1.4% |
| 286 | Brookstone Capital Management#286 · 17,233 sh | 17,233 | $1.9M | — | +8.5% |
| 287 | Invst#287 · 17,156 sh | 17,156 | $1.8M | 0.18% | +0.4% |
| 288 | Merit Financial Group#288 · 17,122 sh | 17,122 | $1.8M | 0.01% | +14.8% |
| 289 | Fideuram Asset Management (Ireland) dac#289 · 17,137 sh | 17,137 | $1.8M | 0.03% | +959.8% |
| 290 | Gulf International Bank (UK) Ltd#290 · 16,718 sh | 16,718 | $1.8M | — | -0.9% |
| 291 | Sequoia Financial Advisors#291 · 16,558 sh | 16,558 | $1.8M | <0.01% | +5.7% |
| 292 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#292 · 16,472 sh | 16,472 | $1.8M | 0.01% | 0.0% |
| 293 | OpenArc Corporate Advisory#293 · 16,372 sh | 16,372 | $1.8M | — | -1.9% |
| 294 | NewEdge Advisors#294 · 16,336 sh | 16,336 | $1.8M | <0.01% | New |
| 295 | JANE STREET GROUP#295 · 16,279 sh | 16,279 | $1.8M | <0.01% | +92.4% |
| 296 | PensionDanmark Pensionsforsikringsaktieselskab#296 · 16,135 sh | 16,135 | $1.7M | — | +150.2% |
| 297 | USS Investment Management Ltd#297 · 16,099 sh | 16,099 | $1.7M | <0.01% | -49.7% |
| 298 | Bridgewater Associates#298 · 16,012 sh | 16,012 | $1.7M | <0.01% | -92.8% |
| 299 | Modern Wealth Management#299 · 15,883 sh | 15,883 | $1.7M | 0.02% | -2.5% |
| 300 | Donoghue Forlines#300 · 15,847 sh | 15,847 | $1.7M | 0.44% | -66.9% |
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.