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Which funds own PFG

Principal Financial Group In in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $651m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 1; at least, of 91 current
Combined value: $651m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 0; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Capital World Investors Long-only · $846bn book	$651m	0.1%	6,040,005	+$108m+13,124	Added

Ownership through time

At least 4 of the 95 managers whose filings are on file listed PFG in Q2 2026, against 6 in Q2 2013. The same number as in Q1 2026: 1 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Acadian Asset Management LLC186,884 to 226,343 shares+$4.3m
Capital World Investors6,026,881 to 6,040,005 shares+$1.4m

Largest decreases, by shares

AQR Capital Management LLC2,456,733 to 2,315,065 shares-$15m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Capital World Investors	Q3 2018	$651m	$651m
Invesco Ltd	Q3 2018	$407m	$407m
AQR Capital Management LLC	Q4 2022	$250m	$250m
Acadian Asset Management LLC	Q1 2019	$43m	$24m
Capital Research Global Investors	Q2 2013	$1.1bn	last listed Q1 2025
Wellington Management Group LLP	Q2 2013	$983m	last listed Q1 2025
Harris Associates LP	Q2 2013	$621m	last listed Q3 2018
Fidelity (FMR LLC)	Q1 2015	$379m	last listed Q4 2016
Janus Henderson Group Ltd	Q2 2013	$194m	last listed Q1 2018
Balyasny Asset Management LLC	Q1 2016	$110m	last listed Q4 2023
Arrowstreet Capital LP	Q3 2017	$107m	last listed Q4 2025
Two Sigma Advisers LP	Q2 2014	$79m	last listed Q3 2025
Winton Group Ltd	Q2 2014	$74m	last listed Q3 2019
Voloridge Investment Management LLC	Q4 2017	$74m	last listed Q3 2025

What PFG is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around PFG →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

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The holdings, every quarter, and the week between

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