DOSSIER · 13F Holders · Q2 2026Financial Services · Accident & Health Insurance
PFG

PRINCIPAL FINANCIAL GROUP IN

998 institutions still hold PRINCIPAL FINANCIAL GROUP IN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74251V102·Accident & Health Insurance·998 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$11.7B
visible holders
Holders
998
filers reporting
Concentration
18.42%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

998 institutions reported PFG in Q2 2026. BlackRock, Inc. leads at 18.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$2.2B20.0M0.03%Q2 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$1.5B13.5M0.03%Q2 2026
03
Vanguard Portfolio Management
CIK 0002100121· Index
$1.2B11.3M0.05%Q2 2026
04
STATE STREET CORP
CIK 0000093751
$1.1B10.3M0.03%Q2 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$742M6.9M0.05%Q2 2026
06
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$701M6.5M0.09%Q2 2026
07
Capital World Investors
CIK 0001422849
$651M6.0M0.08%Q2 2026
08
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$610M5.7M0.03%Q2 2026
09
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$423M3.9M0.08%Q2 2026
10
Invesco Ltd.
CIK 0000914208
$407M3.8M0.03%Q2 2026
11
NORTHERN TRUST CORP
CIK 0000073124· Index
$350M3.2M0.04%Q2 2026
12
MORGAN STANLEY
CIK 0000895421
$322M3.0M0.02%Q2 2026
13
GOLDMAN SACHS GROUP INC
CIK 0000886982
$269M2.5M0.02%Q2 2026
14
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$250M2.3M0.09%Q2 2026
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$239M2.2M0.04%Q2 2026
16
NORGES BANK
CIK 0001374170· Sovereign
$217M2.0M0.02%Q2 2026
17
Legal & General Group Plc
CIK 0000764068
$165M1.5M0.03%Q2 2026
18
JPMORGAN CHASE & CO
CIK 0000019617
$160M1.5M0.01%Q2 2026
19
UBS Group AG
CIK 0001610520
$140M1.3M0.02%Q2 2026
20
DEUTSCHE BANK AG\
CIK 0000948046
$133M1.2M0.04%Q2 2026
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Insiders at PRINCIPAL FINANCIAL GROUP IN
Strable-Soethout Deanna DFriedrich Amy ChristineBeams Mary E.Carter Miller JocelynHochschild Roger CMills ScottMuruzabal ClaudioNordin Diane C