13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Accident & Health InsuranceHigh-convictionMulti-bagger
PFG

PRINCIPAL FINANCIAL GROUP IN

948 institutions still hold PRINCIPAL FINANCIAL GROUP IN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74251V102·Accident & Health Insurance·948 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.6%
vs prior quarter
13F value held
$9.8B
70.0% inst. owned
of float
Holders
948
+21 QoQ
filers reporting
Activity
+80 / −67
+807 added · −737 reduced
this quarter
Concentration
18.61%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

948 institutions reported PFG in Q1 2026. BlackRock, Inc. leads at 18.6% of the visible book. +21 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.8B20.3M0.03%Q1 202602
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$1.2B13.5M0.03%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$1.0B11.3M0.05%Q1 202604
STATE STREET CORP
CIK 0000093751
$917M10.2M0.03%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$795M8.8M0.06%Q1 202606
Capital World Investors
CIK 0001422849
$543M6.0M0.07%Q1 202607
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$534M5.9M0.08%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$508M5.7M0.03%Q1 202609
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$350M3.9M0.07%Q1 202610
Invesco Ltd.
CIK 0000914208
$319M3.5M0.05%Q1 202611
NORTHERN TRUST CORP
CIK 0000073124· Index
$300M3.3M0.04%Q1 202612
MORGAN STANLEY
CIK 0000895421
$271M3.0M0.02%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$248M2.8M0.03%Q1 202614
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$221M2.5M0.10%Q1 202615
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$178M2.0M0.04%Q1 202616
Legal & General Group Plc
CIK 0000764068
$153M1.7M0.04%Q1 202617
DEUTSCHE BANK AG\
CIK 0000948046
$125M1.4M0.04%Q1 202618
Bank of New York Mellon Corp
CIK 0001390777
$107M1.2M0.02%Q1 202619
UBS Group AG
CIK 0001610520
$105M1.2M0.02%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$105M1.2M0.01%Q1 2026
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