PFGPrincipal Financial Group
$110.94+38% 1Y
$110.94
$78.9152 weeks$118.51
Who owns it
Who owns PFG
930 institutions reported holding PFG for Q2 2026, together 77% of the company, more than the 888 a quarter earlier.
930
Institutions reporting a position · as of Q2 2026 · up from 888 the quarter before
- Shares held by institutions
- 170.0M
Shares held by institutions · 77% of the company · long US equity positions only, as reported on Form 13F
- Held by the 300 largest ETFs
- 20.7%
Held by the 300 largest ETFs · in 53 funds · from the funds' own N-PORT filings
- Top 5 holders
- 37%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-06-30
- Q2 2026
- Quarters on record
- 53
- New positions
- 109
- Positions exited
- 68
- Added to
- 336
- Reduced
- 245
- Top 10 holdersof the company
- 49%
- Reported valueat Jun 30, 2026 prices, not today's
- $18.3B
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| Q2 2026 | 930 | 170.0M | $18.3B |
| Q1 2026 | 888 | 167.5M | $15.1B |
| Q4 2025 | 868 | 160.6M | $14.2B |
| Q3 2025 | 813 | 159.8M | $13.3B |
| Q2 2025 | 795 | 165.7M | $13.2B |
| Q1 2025 | 825 | 167.7M | $14.1B |
| Q4 2024 | 765 | 163.2M | $12.6B |
| Q3 2024 | 767 | 164.1M | $14.1B |
| Q2 2024 | 781 | 165.5M | $13.0B |
| Q1 2024 | 754 | 167.0M | $14.4B |
| Q4 2023 | 746 | 169.0M | $13.2B |
| Q3 2023 | 710 | 171.3M | $12.3B |
| Q2 2023 | 719 | 173.7M | $13.2B |
| Q1 2023 | 735 | 184.5M | $13.5B |
| Q4 2022 | 776 | 184.6M | $15.5B |
| Q3 2022 | 700 | 184.4M | $13.3B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Vanguard Group | 26.9M | 12% | $2.90B |
| BlackRock Inc. | 20.0M | 9.1% | $2.16B |
| Nippon Life Insurance | 18.1M | 8.2% | $1.95B |
| State Street | 10.3M | 4.7% | $1.11B |
| Bank of America | 6.9M | 3.1% | $742M |
| Charles Schwab Trust Co | 6.5M | 3.0% | $701M |
| Capital World Investors | 6.0M | 2.7% | $651M |
| Geode Capital Management | 5.7M | 2.6% | $610M |
| Dimensional Fund Advisors | 3.9M | 1.8% | $423M |
| Invesco Ltd. | 3.8M | 1.7% | $407M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
opening the register…
Which ETFs hold it
N-PORT, Jun 30, 2026
Held by these ETFs20.7%of the shares
- VTIabout 3.2%
- VOOabout 2.4%
- VOabout 2.2%
- 50 other fundsabout 13%
- everyone else79%
The biggest stakes
Where it weighs most
- SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF1.4% of the fund
- DVYiShares Select Dividend ETF1.4% of the fund
- SCHDSchwab U.S. Dividend Equity ETF0.52% of the fund
- VOEVanguard Mid-Cap Value ETF0.40% of the fund
- AVLVAvantis U.S. Large Cap Value ETF0.32% of the fund
- XLFState Street Financial Select Sector SPDR ETF0.28% of the fund
84%
lower2,842 companieshigher
Asset Management
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