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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 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 11 Feb 2025
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 7 listed it in both
Shares listed
11,498,451
combined, among listed positions
Reported value
$890m
combined, at the quarter end

Among the 94 comparable managers: 7 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing PFG in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Capital Research Global Investors4,967,857$385m0.08%Added+9,98913 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP4,191,838$324m0.06%Trimmed-179,40512 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC879,704$68m0.24%Added+17,60014 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC482,215$37m0.15%Added+255,41914 Feb 2025 (the filing on sec.gov)
Woodline Partners LP367,504$28m0.19%Newnew14 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP253,752$20m0.09%Added+69,66913 Feb 2025 (the filing on sec.gov)
Quantbot Technologies LP148,299$11m0.42%Addedn.a.11 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP124,606$9.6munder 0.1%Added+16,28014 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC82,676$6.4munder 0.1%Trimmed-197,14011 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, 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 (1)

Exited (0)

No exit shown by a manager’s own filing.

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 →