Principal Financial Group Inc. 13F holders
Of the 44 funds followed here, 7 reported a position in Principal Financial Group Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 5.7 million shares worth $610.0 million, 0.0% of its reported book. New this quarter: Millennium Management.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 5,681,672 | $610.0 million | 0.0% | +21,005 | added | 30 June 2026 | 13F |
| Norges Bank | 2,014,675 | $217.1 million | 0.0% | held | 30 June 2026 | 13F | |
| FMR LLC | 462,810 | $49.9 million | 0.0% | -81,116 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 172,279 | $18.6 million | 0.0% | +76,798 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 50,500 | $5.4 million | 0.0% | -254,287 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 23,674 | $2.6 million | 0.0% | +23,674 | new | 30 June 2026 | 13F |
| Bridgewater Associates | 16,012 | $1.7 million | 0.0% | -204,910 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 15.6 million | 7.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 11.3 million | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 24 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 19.6 million | 9.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 76 on 19 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to PFG by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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