Principal Financial Group Inc. 13F holders
965 funds reported a position in Principal Financial Group Inc. in their 13F for the quarter ended 30 June 2026, together 170.7 million shares worth $18.39 billion. Against the quarter before, 91 opened a position, 376 added, 265 trimmed and 56 sold out; together they bought a net 270,058 shares. The largest holders: BlackRock, Inc., Nippon Life Insurance Co. and Vanguard Capital Management LLC.
Funds holding965+47 on Q1 2026
Shares they held170.7Mworth $18.39 billion
Net bought on the quarter270,058 sharesabout $29.1 million at the funds' values
Funds buying to selling467 to 321opened or added, to cut or sold
Opened 91Added 376Held 225Trimmed 265Sold out 56
What each fund did in PFG against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in PFG in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 523 reported a position in Principal Financial Group Inc.: 37 opened one, 203 added, 130 trimmed and 26 sold out, a net 2.7 million shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Principal Financial Group Inc. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 5.8 million shares worth $642.7 million, 0.0% of its reported book. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 80,790 shares, about $9.0 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 5,762,462 | $642.7 million | 0.0% | +80,790 | added | 30 September 2026 | 13F |
| Norges Bank | 2,014,675 | $217.1 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| FMR LLC | 462,810 | $49.9 million | 0.0% | -81,116 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 84,779 | $9.1 million | 0.0% | +29,898 | added | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 50,500 | $5.4 million | 0.0% | -254,287 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 23,674 | $2.6 million | 0.0% | +23,674 | new | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 16,012 | $1.7 million | 0.0% | -204,910 | trimmed | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
Read more
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.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 20,014,673 | 11.72% | $2.16 billion | 0.03% | -307,685 | 13F |
| Nippon Life Insurance Co. | 18,137,000 | 10.62% | $1.95 billion | 32.37% | no change | 13F |
| Vanguard Capital Management LLC | 13,479,468 | 7.89% | $1.45 billion | 0.03% | +5,260 | 13F |
| Vanguard Portfolio Management LLC | 11,266,018 | 6.60% | $1.21 billion | 0.06% | +1,184 | 13F |
| State Street Corp. | 10,264,856 | 6.01% | $1.11 billion | 0.03% | +85,014 | 13F |
| Bank of America Corp. | 6,884,023 | 4.03% | $742.0 million | 0.05% | -1,935,429 | 13F |
| Charles Schwab Investment Management Inc. | 6,502,068 | 3.81% | $700.8 million | 0.09% | +578,132 | 13F |
| Capital World Investors | 6,040,005 | 3.54% | $651.0 million | 0.08% | +13,124 | 13F |
| Geode Capital Management, LLC | 5,681,672 | 3.33% | $610.0 million | 0.03% | +21,005 | 13F |
| Dimensional Fund Advisors LP | 3,923,279 | 2.30% | $422.9 million | 0.08% | +36,770 | 13F |
| Invesco Ltd. | 3,771,641 | 2.21% | $406.5 million | 0.03% | +229,659 | 13F |
| Northern Trust Corp. | 3,249,703 | 1.90% | $350.3 million | 0.04% | -84,003 | 13F |
| Morgan Stanley | 2,988,144 | 1.75% | $322.1 million | 0.02% | -18,143 | 13F |
| Goldman Sachs Group Inc. | 2,500,019 | 1.46% | $269.5 million | 0.03% | -254,258 | 13F |
| AQR Capital Management LLC | 2,315,065 | 1.36% | $249.5 million | 0.09% | -141,668 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 2,216,125 | 1.30% | $238.9 million | 0.04% | +244,550 | 13F |
| Norges Bank | 2,014,675 | 1.18% | $217.1 million | 0.02% | 13F | |
| Legal & General Group Plc | 1,529,483 | 0.90% | $164.8 million | 0.03% | -165,113 | 13F |
| JPMorgan Chase & Co. | 1,472,797 | 0.86% | $159.8 million | 0.01% | +283,204 | 13F |
| UBS Group AG | 1,296,073 | 0.76% | $139.7 million | 0.02% | +129,343 | 13F |
| Deutsche Bank AG | 1,231,533 | 0.72% | $132.7 million | 0.04% | -152,110 | 13F |
| Bank of New York Mellon Corp | 1,153,947 | 0.68% | $124.4 million | 0.02% | -36,606 | 13F |
| HSBC Holdings PLC | 1,153,117 | 0.68% | $124.3 million | 0.06% | +372,374 | 13F |
| LPL Financial LLC | 1,134,085 | 0.66% | $122.2 million | 0.03% | +405,621 | 13F |
| Vanguard Fiduciary Trust Co. | 1,120,944 | 0.66% | $120.8 million | 0.03% | -9,232 | 13F |
| Federated Hermes, Inc. | 972,814 | 0.57% | $104.8 million | 0.15% | +391,467 | 13F |
| Royal Bank of Canada | 924,893 | 0.54% | $99.7 million | 0.02% | +47,248 | 13F |
| Amundi | 895,365 | 0.52% | $96.5 million | 0.02% | -256,452 | 13F |
| American Century Companies Inc. | 874,031 | 0.51% | $94.2 million | 0.04% | +282,803 | 13F |
| AustralianSuper Pty Ltd | 769,378 | 0.45% | $82.9 million | 0.36% | -168,095 | 13F |
| Victory Capital Management Inc. | 759,254 | 0.44% | $81.8 million | 0.05% | +31,330 | 13F |
| Wells Fargo & Company | 755,407 | 0.44% | $81.4 million | 0.01% | +176,797 | 13F |
| BNP Paribas Asset Management Holding S.A. | 754,096 | 0.44% | $81.3 million | 0.08% | +246,521 | 13F |
| Raymond James Financial Inc. | 683,606 | 0.40% | $73.7 million | 0.02% | +81,409 | 13F |
| Barclays PLC | 665,971 | 0.39% | $71.8 million | 0.02% | -60,165 | 13F |
| Swiss National Bank | 611,500 | 0.36% | $65.9 million | 0.03% | -33,300 | 13F |
| Healthcare of Ontario Pension Plan Trust Fund | 591,790 | 0.35% | $63.8 million | 0.09% | -141 | 13F |
| National Pension Service | 537,896 | 0.32% | $58.0 million | 0.04% | +406,427 | 13F |
| BNP Paribas Financial Markets | 534,331 | 0.31% | $57.6 million | 0.03% | -32,033 | 13F |
| Nuveen, LLC | 518,497 | 0.30% | $55.9 million | 0.01% | -85,418 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 503,256 | 0.29% | $54.2 million | 0.03% | +22,854 | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 482,776 | 0.28% | $52.0 million | 0.03% | -27,118 | 13F |
| Vanguard Asset Management, Ltd | 480,845 | 0.28% | $51.8 million | 0.04% | +28,519 | 13F |
| O'shaughnessy Asset Management, LLC | 468,554 | 0.27% | $50.5 million | 0.23% | +51,690 | 13F |
| FMR LLC | 462,810 | 0.27% | $49.9 million | 0.00% | -81,116 | 13F |
| Virginia Retirement Systems ET Al | 438,113 | 0.26% | $47.2 million | 0.28% | +26,313 | 13F |
| Vanguard Global Advisers, LLC | 430,966 | 0.25% | $46.4 million | 0.02% | -7,690 | 13F |
| California Public Employees Retirement System | 416,664 | 0.24% | $44.9 million | 0.03% | +6,244 | 13F |
| Rhumbline Advisers | 414,014 | 0.24% | $44.6 million | 0.03% | -31,238 | 13F |
| Massachusetts Financial Services Co. | 404,317 | 0.24% | $43.6 million | 0.01% | -15,718 | 13F |
The 50 largest of the 965 funds that reported a position in PFG in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read more
Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on PFG
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 58,600 | $6.3 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 28,900 | $3.1 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read more
They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.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.
Read more
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. 13D and 13GFails 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.