PFG

PRINCIPAL FINANCIAL GROUP
USCUSIP 74251V102
Institutional Owners
310
+32 QoQ
13F Value Held
$4.0B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)58 adding · 40 trimming
Insider net (180d)+$0
Price history not yet available for PFG.

Top institutional holders

310 13F filers
#FundPosition valueSharesLast moveAs of
1VANGUARD CAPITAL MANAGEMENT LLC
$1.2B
13.47MNewQ1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B
11.26MNewQ1 2026
3STATE STREET CORP
$917.3M
10.18MReducedQ1 2026
4VANGUARD FIDUCIARY TRUST CO
$101.8M
1.13MNewQ1 2026
5TEACHER RETIREMENT SYSTEM OF TEXAS
$40.6M
450.6KReducedQ1 2026
6CONNING INC.
$35.9M
398.5KAddedQ1 2026
7O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$35.2M
390.5KAddedQ1 2026
8WEDGE CAPITAL MANAGEMENT L L P/NC
$35.2M
390.4KReducedQ1 2026
9Eurizon Capital SGR S.p.A.
$34.5M
382.9KAddedQ1 2026
10Zurcher Kantonalbank (Zurich Cantonalbank)
$23.7M
263.5KReducedQ1 2026
11Sound Income Strategies, LLC
$22.0M
243.9KReducedQ1 2026
12GW HENSSLER & ASSOCIATES LTD
$20.2M
223.9KAddedQ1 2026
13Bridgewater Associates, LP
$19.9M
220.9KReducedQ1 2026
14Universal- Beteiligungs- und Servicegesellschaft mbH
$19.0M
210.7KAddedQ1 2026
15ADAMS DIVERSIFIED EQUITY FUND, INC.
$18.8M
209.1KNewQ1 2026
16STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
$18.3M
203.0KHeldQ1 2026
17AVIVA PLC
$17.4M
192.8KReducedQ1 2026
18Gotham Asset Management, LLC
$16.1M
178.5KAddedQ1 2026
19MAIRS & POWER INC
$14.8M
163.9KReducedQ1 2026
20STOREBRAND ASSET MANAGEMENT AS
$14.0M
176.6KNewQ2 2025
21AMG National Trust Bank
$12.4M
138.1KAddedQ1 2026
22Goelzer Investment Management, Inc.
$10.5M
116.9KAddedQ1 2026
23PRINCIPAL SECURITIES, INC.
$9.5M
105.0KAddedQ1 2026
24Cambria Investment Management, L.P.
$9.3M
102.9KAddedQ1 2026
25Chevy Chase Trust Holdings, LLC
$8.5M
94.4KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
12
funds
Added
46
funds
Reduced
40
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

297 funds+295 since Q2 2022
0149297Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $2.9B

Funds that own PFG also own

CompanyCo-held byCombined value
Broadcom LtdAVGO303 funds$113.5B
Nvidia Corp. (US)NVDA302 funds$320.2B
Apple Inc.AAPL302 funds$280.7B
Microsoft CorporationMSFT302 funds$220.5B
GOOGLE INCGOOGL302 funds$134.3B
Jpmorgan Chase & CoJPM302 funds$70.9B
Mastercard Incorporated Class AMA302 funds$37.1B
Amazon.com, Inc.AMZN301 funds$159.5B
Lilly Eli and CoLLY301 funds$60.7B
Meta Platforms, Inc. Class AMETA300 funds$96.6B
Visa Inc. Class AV300 funds$47.9B
Costco Wholesale CorporationCOST300 funds$35.0B

Ranked by how many of PFG's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

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. Every panel above is one call to the Arkolith API & MCP server.