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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
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 4 listed it in both
Shares listed
14,557,435
combined, among listed positions
Reported value
$1.6bn
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: 20 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -269,958.

Managers listing PFG in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Capital World Investors6,040,005$651m0.08%Added+13,12412 Aug 2026 (the filing on sec.gov)
Invesco Ltd3,771,641$407munder 0.1%Added+229,65914 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC2,315,065$250m0.09%Trimmed-141,66814 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)462,810$50munder 0.1%Trimmed-81,11613 Aug 2026 (the filing on sec.gov)
MFS Investment Management404,317$44munder 0.1%Trimmed-15,7183 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP298,736$32munder 0.1%Added+96,85513 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc289,846$31munder 0.1%Added+5,89414 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC226,343$24munder 0.1%Added+39,45913 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP203,083$18munder 0.1%Trimmed-60,42114 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC84,779$9.1munder 0.1%Added+29,8982 Sep 2026 (the filing on sec.gov)
Susquehanna International Group LLP70,480$7.6munder 0.1%Added+42,46614 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC50,636$5.5munder 0.1%Added+3,97514 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP50,500$5.4munder 0.1%Trimmed-254,28714 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp47,548$5.1munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Man Group PLC39,972$4.3munder 0.1%Added+14,62314 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP38,070$4.1munder 0.1%Trimmed-64,08813 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd23,952$2.6munder 0.1%Trimmed-1,80014 Aug 2026 (the filing on sec.gov)
Millennium Management LLC23,674$2.6munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.19,193$2.1munder 0.1%Added+7,53714 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC17,973$1.9munder 0.1%Added+28427 Oct 2026 (the filing on sec.gov)
Jane Street Group LLC16,279$1.8munder 0.1%Added+7,81614 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP16,012$1.7munder 0.1%Trimmed-204,91014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP13,666$1.5munder 0.1%Trimmed-75914 Aug 2026 (the filing on sec.gov)
Woodline Partners LP12,347$1.3munder 0.1%Added+3,77814 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP6,269$676kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 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 (6)

Exited (2)

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 →