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PFG in the 13F filings

Principal Financial Group In · CUSIP 74251V102

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
25
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 7 listed it in both
Shares listed
14,827,393
combined, among listed positions
Reported value
$1.3bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 10 buyers (opened or added shares) and 22 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,849,832.

Managers listing PFG in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

25 of 25 holders

ActionFiling
Capital World Investors6,026,881$543m0.07%Newnew13 May 2026 (the filing on sec.gov)
Invesco Ltd3,541,982$319munder 0.1%Added+257,24812 May 2026 (the filing on sec.gov)
AQR Capital Management LLC2,456,733$221m0.10%Added+108,50015 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)543,926$49munder 0.1%Trimmed-66,59515 May 2026 (the filing on sec.gov)
MFS Investment Management420,035$38munder 0.1%Trimmed-100,42814 May 2026 (the filing on sec.gov)
Two Sigma Investments LP304,787$27munder 0.1%Added+42,45015 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc283,952$26munder 0.1%Trimmed-16,16915 May 2026 (the filing on sec.gov)
AllianceBernstein LP263,504$23munder 0.1%Added+26,66815 May 2026 (the filing on sec.gov)
Bridgewater Associates LP220,922$20m0.09%Trimmed-254,56515 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP201,881$18munder 0.1%Trimmed-421,80314 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC186,884$17munder 0.1%Trimmed-38,23913 May 2026 (the filing on sec.gov)
Marshall Wace LLP102,158$9.2munder 0.1%Trimmed-630,44815 May 2026 (the filing on sec.gov)
Citadel Advisors LLC54,881$4.9munder 0.1%Trimmed-541,69415 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC46,661$4.2munder 0.1%Added+41,33315 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP28,014$2.5munder 0.1%Trimmed-56,16215 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd25,752$2.3munder 0.1%Trimmed-1,19518 May 2026 (the filing on sec.gov)
Man Group PLC25,349$2.3munder 0.1%Trimmed-119,48215 May 2026 (the filing on sec.gov)
Holocene Advisors LP19,232$1.7munder 0.1%Trimmed-44,80415 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC17,689$1.6munder 0.1%Added+2,61827 Oct 2026 (the filing on sec.gov)
Wellington Management Group LLP14,425$1.3munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.11,656$1.1munder 0.1%Trimmed-9,00215 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP10,104$910kunder 0.1%Added+6,33315 May 2026 (the filing on sec.gov)
Woodline Partners LP8,569$772kunder 0.1%Added+4,49415 May 2026 (the filing on sec.gov)
Jane Street Group LLC8,463$763kunder 0.1%Trimmed-162,29812 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC2,953$266kunder 0.1%Trimmed-37815 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (7)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
12 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PFG by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$1.6bnn.a.n.a.
Q3 20135$1.7bnn.a.n.a.
Q4 20137$2.0bnn.a.n.a.
Q1 20149$1.9bnn.a.n.a.
Q2 20149$2.4bnn.a.n.a.
Q3 20148$2.5bnn.a.n.a.
Q4 20148$2.4bnn.a.n.a.
Q1 20159$2.8bnn.a.n.a.
Q2 201510$2.5bnn.a.n.a.
Q3 20157$2.2bnn.a.n.a.
Q4 20159$1.9bnn.a.n.a.
Q1 201613$1.6bnn.a.n.a.
Q2 201611$1.6bnn.a.n.a.
Q3 20166$2.0bnn.a.n.a.
Q4 20169$2.5bnn.a.n.a.
Q1 20176$2.2bnn.a.n.a.
Q2 201710$2.1bnn.a.n.a.
Q3 201711$2.0bnn.a.n.a.
Q4 201710$2.2bnn.a.n.a.
Q1 201815$1.8bnn.a.n.a.
Q2 201814$1.5bnn.a.n.a.
Q3 20189$1.8bnn.a.n.a.
Q4 20186$1.3bnn.a.n.a.
Q1 20198$1.4bnn.a.n.a.
Q2 20198$1.7bnn.a.n.a.
Q3 201913$1.5bnn.a.n.a.
Q4 201910$1.4bnn.a.n.a.
Q1 202010$610mn.a.n.a.
Q2 202010$946mn.a.n.a.
Q3 20206$790mn.a.n.a.
Q4 20205$958mn.a.n.a.
Q1 20217$1.2bnn.a.n.a.
Q2 20217$1.3bnn.a.n.a.
Q3 20214$1.0bnn.a.n.a.
Q4 20213$1.1bnn.a.n.a.
Q1 20227$1.4bnn.a.n.a.
Q2 20225$1.3bnn.a.n.a.
Q3 20223$1.2bnn.a.n.a.
Q4 20228$1.0bnn.a.n.a.
Q1 20236$958mn.a.n.a.
Q2 20237$1.1bnn.a.n.a.
Q3 20237$1.2bnn.a.n.a.
Q4 202310$1.1bn64
Q1 202414$1.3bn133
Q2 202412$1.0bn75
Q3 202412$1.3bn66
Q4 20249$890m72
Q1 202513$892m112
Q2 202513$274m95
Q3 202513$382m76
Q4 20258$441m1419
Q1 20264$800m1022
Q2 20264$1.3bn2011

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PFG and V →PFG and AXP →PFG and BAC →Choose a stock to compare with PFG →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PFG, latest filings →Back to the 13F Explorer →