Who owns Principal Financial Group, Inc.?
Institutional ownership of PFG from SEC Form 13F filings across 600 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
600
13F holders
$14.33B
value, 2026 filers
62.9%
of shares outstanding (134.8M sh)
68
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PFG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.0M | $2.16B | 0.0% | 9.3% | -1.5% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 13.5M | $1.45B | 0.0% | 6.3% | -50.0% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.3M | $1.21B | 0.1% | 5.3% | 0.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 6.9M | $742.0M | 0.0% | 3.2% | -21.9% |
| 5 | Sixth Street Partners Management Company, L.P.NEW | 6.5M | $700.8M | — | 3% | new |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.5M | $700.8M | 0.1% | 3% | +9.8% |
| 7 | Capital World Investors | 6.0M | $651.0M | 0.1% | 2.8% | +0.2% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5.7M | $610.0M | 0.0% | 2.7% | +0.4% |
| 9 | Invesco Ltd. | 3.8M | $406.5M | 0.0% | 1.8% | +6.5% |
| 10 | NORTHERN TRUST CORP | 3.2M | $350.3M | 0.0% | 1.5% | -2.5% |
| 11 | MORGAN STANLEY | 3.0M | $322.1M | 0.0% | 1.4% | -0.6% |
| 12 | GOLDMAN SACHS GROUP INC | 2.5M | $269.5M | 0.0% | 1.2% | -9.2% |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.2M | $238.9M | 0.0% | 1% | +12.4% |
| 14 | NORGES BANKNEW | 2.0M | $217.1M | 0.0% | 0.9% | new |
| 15 | Legal & General Group Plc | 1.5M | $164.8M | 0.0% | 0.7% | -9.7% |
| 16 | JPMORGAN CHASE & CO | 1.5M | $159.8M | 0.0% | 0.7% | +23.8% |
| 17 | UBS Group AG | 1.3M | $139.7M | 0.0% | 0.6% | +11.1% |
| 18 | DEUTSCHE BANK AG\ | 1.2M | $132.7M | 0.0% | 0.6% | -11.0% |
| 19 | Bank of New York Mellon Corp | 1.2M | $124.4M | 0.0% | 0.5% | -3.1% |
| 20 | HSBC HOLDINGS PLC | 1.2M | $124.3M | 0.1% | 0.5% | +47.7% |
| 21 | LPL Financial LLC | 1.1M | $122.2M | 0.0% | 0.5% | +55.7% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 1.1M | $120.8M | 0.0% | 0.5% | -0.8% |
| 23 | FEDERATED HERMES, INC. | 972,814 | $104.8M | 0.2% | 0.5% | +67.3% |
| 24 | ROYAL BANK OF CANADA | 924,893 | $99.7M | 0.0% | 0.4% | +5.4% |
| 25 | Amundi | 895,365 | $96.5M | 0.0% | 0.4% | -22.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.