Latest Period
Q2 2026
Security Snapshot
PRINCIPAL FINANCIAL GROUP INC - Common Stock (PFG) Institutional Ownership
CUSIP: 74251V102
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
947
Shares (Excl. Options)
169,806,400
Price
$107.78
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- PFG on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 169,806,400
- Total 13F value
- $18,290,704,992
- Portfolio coverage rank
- 0.01%
- Share change
- +2,212,933
- Value change
- +$247,920,581
- Number of holders
- 947
- Underlying class
- Common Stock
- Shares outstanding
- 216,900,501
- SEC-reported price per share
- $112.55
- Insider filing price
- $112.55
Latest holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PFG - PRINCIPAL FINANCIAL GROUP INC - Common Stock is tracked under CUSIP 74251V102.
- 947 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 911 to 947 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $15,138,887,966 to $18,290,704,992.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 947 institutions filings for Q2 2026.
Security key
74251V102
Latest holder period
Q2 2026
13F holders
947
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
PFG full holder history
PRINCIPAL FINANCIAL GROUP INC SEC filings
PRINCIPAL FINANCIAL GROUP INC company facts
PRINCIPAL FINANCIAL GROUP INC insider transactions
PRINCIPAL FINANCIAL GROUP INC 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 74251V102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
PFG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 7.2% | $1,558,280,007 | 15,573,456 | Vanguard Capital Management | 31 Mar 2026 |
As of 30 Jun 2026, 947 institutional investors reported holding 169,806,400 shares of PRINCIPAL FINANCIAL GROUP INC - Common Stock (PFG). This represents 78% of the company’s total 216,900,501 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
61%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.2% | 20,014,673 | -1.5% | 0.03% | $2,157,181,472 |
| NIPPON LIFE INSURANCE CO | 8.4% | 18,137,000 | 0% | 32% | $1,954,806,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.2% | 13,479,468 | +0.04% | 0.03% | $1,452,817,061 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.2% | 11,266,018 | +0.01% | 0.05% | $1,214,251,420 |
| STATE STREET CORP | 4.7% | 10,264,856 | +0.84% | 0.03% | $1,106,346,180 |
| BANK OF AMERICA CORP /DE/ | 3.2% | 6,884,023 | -22% | 0.05% | $741,959,964 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3% | 6,502,068 | +9.8% | 0.09% | $700,792,889 |
| Capital World Investors | 2.8% | 6,040,005 | +0.22% | 0.08% | $650,991,739 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6% | 5,681,672 | +0.37% | 0.03% | $609,987,592 |
| DIMENSIONAL FUND ADVISORS LP | 1.8% | 3,923,279 | +0.95% | 0.08% | $422,868,602 |
| Invesco Ltd. | 1.7% | 3,771,641 | +6.5% | 0.03% | $406,507,460 |
| NORTHERN TRUST CORP | 1.5% | 3,249,703 | -2.5% | 0.04% | $350,252,988 |
| MORGAN STANLEY | 1.4% | 2,988,144 | -0.6% | 0.02% | $322,062,387 |
| GOLDMAN SACHS GROUP INC | 1.2% | 2,500,019 | -9.2% | 0.03% | $269,452,100 |
| AQR CAPITAL MANAGEMENT LLC | 1.1% | 2,315,065 | -5.8% | 0.09% | $249,517,694 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1% | 2,216,125 | +12% | 0.04% | $238,853,952 |
| NORGES BANK | 0.93% | 2,014,675 | 0.02% | $217,141,672 | |
| Legal & General Group Plc | 0.71% | 1,529,483 | -9.7% | 0.03% | $164,847,680 |
| JPMORGAN CHASE & CO | 0.68% | 1,472,797 | +24% | 0.01% | $159,813,457 |
| UBS Group AG | 0.6% | 1,296,073 | +11% | 0.02% | $139,690,758 |
| DEUTSCHE BANK AG\ | 0.57% | 1,231,533 | -11% | 0.04% | $132,734,626 |
| Bank of New York Mellon Corp | 0.53% | 1,153,947 | -3.1% | 0.02% | $124,372,452 |
| HSBC HOLDINGS PLC | 0.53% | 1,153,117 | +48% | 0.06% | $124,295,776 |
| LPL Financial LLC | 0.52% | 1,134,085 | +56% | 0.03% | $122,231,664 |
| VANGUARD FIDUCIARY TRUST CO | 0.52% | 1,120,944 | -0.82% | 0.03% | $120,815,344 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 169,806,400 | $18,290,704,992 | +$247,920,581 | $107.78 | 947 |
| 2026 Q1 | 168,089,860 | $15,138,887,966 | +$726,655,404 | $90.11 | 911 |
| 2025 Q4 | 160,797,008 | $14,182,519,138 | +$74,708,336 | $88.21 | 890 |
| 2025 Q3 | 159,505,309 | $13,221,523,883 | -$518,205,747 | $82.91 | 821 |
| 2025 Q2 | 165,636,886 | $13,155,347,898 | +$45,873,714 | $79.43 | 806 |
| 2025 Q1 | 164,948,617 | $13,906,092,805 | +$154,677,122 | $84.37 | 829 |
| 2024 Q4 | 163,243,659 | $12,638,441,511 | -$89,423,299 | $77.41 | 778 |
| 2024 Q3 | 163,730,798 | $14,063,827,373 | -$138,621,075 | $85.90 | 777 |
| 2024 Q2 | 165,310,414 | $12,968,998,790 | -$89,222,002 | $78.45 | 786 |
| 2024 Q1 | 166,747,675 | $14,374,487,899 | -$109,070,114 | $86.31 | 757 |
| 2023 Q4 | 167,805,485 | $13,200,527,800 | -$312,800,602 | $78.67 | 748 |
| 2023 Q3 | 171,537,204 | $12,361,542,518 | -$199,329,957 | $72.07 | 718 |
| 2023 Q2 | 173,910,177 | $13,187,722,366 | -$512,155,359 | $75.84 | 725 |
| 2023 Q1 | 180,168,076 | $13,386,820,099 | -$280,412,219 | $74.32 | 732 |
| 2022 Q4 | 184,412,802 | $15,480,339,871 | +$13,468,204 | $83.92 | 774 |
| 2022 Q3 | 184,594,263 | $13,326,899,144 | -$282,778,395 | $72.15 | 685 |
| 2022 Q2 | 188,475,712 | $12,579,494,152 | +$156,892,578 | $66.79 | 675 |
| 2022 Q1 | 187,426,588 | $13,740,510,364 | -$648,301,560 | $73.41 | 675 |
| 2021 Q4 | 196,226,378 | $14,181,473,861 | +$198,609,161 | $72.33 | 651 |
| 2021 Q3 | 193,426,054 | $12,459,858,174 | +$36,244,031 | $64.40 | 615 |
| 2021 Q2 | 193,234,108 | $12,202,469,102 | +$149,328,030 | $63.19 | 608 |
| 2021 Q1 | 190,542,933 | $11,419,480,171 | +$11,466,826 | $59.96 | 633 |
| 2020 Q4 | 190,694,765 | $9,458,374,988 | -$88,761,712 | $49.61 | 608 |
| 2020 Q3 | 193,071,021 | $7,774,174,506 | -$53,175,833 | $40.27 | 559 |
| 2020 Q2 | 194,095,918 | $8,058,214,219 | +$65,563,806 | $41.54 | 562 |