PFG

Principal Financial Group
FinancialsUSCUSIP 74251V102◍ Confluence graph
Tracked 13F Holders
845
-206 QoQ
13F Value (tracked)
$13.0B
Insider Net · 180d
-$2.9M
0↑ 2↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)26 adding · 17 trimming
Insider net (180d)-$2.9M

Who owns PFG?

845 tracked 13F filers

845 tracked 13F filers disclose a position in PFG as of the latest SEC 13F filings, a combined $13.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.8B
20.3M
−0.4%
Reduced · −92K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$1.2B
13.5M
First observed position
No prior filed position
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B
11.3M
First observed position
No prior filed position
Q1 2026
4STATE STREET CORP
$1.1B
10.3M
+0.8%
Added · +85K sh
Q2 2026
5BANK OF AMERICA CORP /DE/
$794.7M
8.8M
+5.0%
Added · +420K sh
Q1 2026
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$533.8M
5.9M
+310%
Added · +4.5M sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$610.0M
5.7M
+0.4%
Added · +21K sh
Q2 2026
8DIMENSIONAL FUND ADVISORS LP
$350.2M
3.9M
+3.2%
Added · +119K sh
Q1 2026
9NORTHERN TRUST CORP
$300.4M
3.3M
−2.7%
Reduced · −94K sh
Q1 2026
10NORGES BANK
$273.3M
3.1M
+8.3%
Added · +239K sh
Q4 2025
11MORGAN STANLEY
$270.9M
3.0M
−2.4%
Reduced · −74K sh
Q1 2026
12GOLDMAN SACHS GROUP INC
$248.2M
2.8M
+10%
Added · +255K sh
Q1 2026
13AQR CAPITAL MANAGEMENT LLC
$220.6M
2.5M
+4.6%
Added · +109K sh
Q1 2026
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$177.7M
2.0M
−0.3%
Reduced · −5K sh
Q1 2026
15Legal & General Group Plc
$152.7M
1.7M
+3.4%
Added · +55K sh
Q1 2026
16DEUTSCHE BANK AG\
$124.7M
1.4M
+20%
Added · +229K sh
Q1 2026
17Bank of New York Mellon Corp
$107.3M
1.2M
−1.9%
Reduced · −23K sh
Q1 2026
18JPMORGAN CHASE & CO
$105.0M
1.2M
+11%
Added · +122K sh
Q1 2026
19UBS Group AG
$105.1M
1.2M
+22%
Added · +207K sh
Q1 2026
20Amundi
$103.8M
1.2M
−6.8%
Reduced · −85K sh
Q1 2026
21VANGUARD FIDUCIARY TRUST CO
$101.8M
1.1M
First observed position
No prior filed position
Q1 2026
22AustralianSuper Pty Ltd
$84.5M
937K
+4.5%
Added · +41K sh
Q1 2026
23ROYAL BANK OF CANADA
$79.1M
878K
+14%
Added · +109K sh
Q1 2026
24HSBC HOLDINGS PLC
$70.4M
781K
−3.9%
Reduced · −31K sh
Q1 2026
25LPL Financial LLC
$65.6M
728K
+40%
Added · +207K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PFG being bought or sold by institutions?

Last quarter, 0 funds opened a new position in PFG and 26 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
26
funds
Reduced
17
funds
Exited
0
funds

Funds that own PFG also own

CompanyCo-held byCombined value
APPLE INCAAPL511 funds$345.6B
MICROSOFT CORPMSFT509 funds$312.6B
ALPHABET INC-CL AGOOGL507 funds$196.1B
NVIDIA CORPNVDA506 funds$444.4B
AMAZON.COM INCAMZN506 funds$230.8B
ELI LILLY & COLLY504 funds$86.6B
META PLATFORMS INC-CLASS AMETA500 funds$123.8B
JPMORGAN CHASE & COJPM497 funds$76.0B
JOHNSON & JOHNSONJNJ496 funds$57.0B
BROADCOM INCAVGO492 funds$176.7B
VISA INC-CLASS A SHARESV492 funds$71.1B
ABBVIE INCABBV492 funds$39.3B

Ranked by how many of PFG's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$2.9M
2 insiders
Net
-$2.9M
7 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 21, 2026Cheong Wee YeePresident - Asia & Middle EastSell (S)8K$777K
May 20, 2026Cheong Wee YeePresident - Asia & Middle EastSell (S)3K$331K
May 1, 2026Cheong Wee YeePresident - Asia & Middle EastSell (S)9K$930K
Apr 30, 2026Djurasovic GeorgeInterim General CounselSell (S)1$99
Apr 30, 2026Cheong Wee YeePresident - Asia & Middle EastSell (S)5K$478K
Apr 29, 2026Cheong Wee YeePresident - Asia & Middle EastSell (S)1K$109K
Apr 28, 2026Djurasovic GeorgeInterim General CounselSell (S)3K$259K
Feb 9, 2026Muruzabal ClaudioDirectorBuy (P)5$485
Jan 30, 2026STRABLE-SOETHOUT DEANNA DPresident and CEOSell (S)7K$697K
Jan 29, 2026STRABLE-SOETHOUT DEANNA DPresident and CEOSell (S)9K$885K
Jan 22, 2026STRABLE-SOETHOUT DEANNA DPresident and CEOSell (S)8K$743K
Jan 8, 2026STRABLE-SOETHOUT DEANNA DPresident and CEOSell (S)300$28K

Institutional ownership over time

582 funds+28 since Q3 2024
0394788Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.7B · 1 values withheld

Recent filings

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No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in PFG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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Use Arkolith's capital_change_brief for PFG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.