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PFG Institutional Holdings

Principal Financial Group · SEC 13F

911 institutions hold PFG, totaling 209.0M shares ($16.7B）.
As of 2026Q1 · SEC EDGAR 13F

Quarterly Changes

2025Q4 → 2026Q1

↑ New Positions (5)

VANGUARD CAPITAL MANAGEMENT LLC $2.4B
VANGUARD PORTFOLIO MANAGEMENT LLC $1.0B
Capital World Investors $543M
HSBC HOLDINGS PLC $214M
VANGUARD FIDUCIARY TRUST CO $102M

↑ Increased (5)

BNP PARIBAS ASSET MANAGEMENT Holding S.A. +118477.2%
CWM, LLC +109031.9%
Daiwa Securities Group Inc. +106429.0%
IFM Investors Pty Ltd +96624.3%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main +46218.3%

↓ Decreased (5)

Kentucky Retirement Systems -99.9%
OSSIAM -99.1%
Swiss Life Asset Management Ltd -98.0%
JANE STREET GROUP, LLC -94.9%
Caisse de depot et placement du Quebec -94.5%

↓ Exited Positions (5)

VANGUARD GROUP INC $2.4B
Weiss Asset Management LP $54M
Qube Research & Technologies Ltd $41M
VIRGINIA RETIREMENT SYSTEMS ET Al $35M
FORSTA AP-FONDEN $14M

All Holders (Top 100)

RankInstitutionSharesValue
1VANGUARD CAPITAL MANAGEMENT LLC26.9M$2.4B
2BlackRock, Inc.20.3M$1.8B
3VANGUARD PORTFOLIO MANAGEMENT LLC11.3M$1.0B
4STATE STREET CORP10.2M$917M
5BANK OF AMERICA CORP /DE/8.8M$795M
6MORGAN STANLEY9.1M$793M
7BARCLAYS PLC9.3M$761M
8Capital World Investors6.0M$543M
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC5.9M$534M
10GEODE CAPITAL MANAGEMENT, LLC5.7M$508M
11GOLDMAN SACHS GROUP INC5.3M$469M
12DIMENSIONAL FUND ADVISORS LP3.9M$350M
13Invesco Ltd.3.5M$319M
14NORTHERN TRUST CORP3.3M$300M
15DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4.8M$286M
16NORGES BANK2.9M$241M
17AQR CAPITAL MANAGEMENT LLC2.5M$221M
18HSBC HOLDINGS PLC2.4M$214M
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.0M$178M
20Legal & General Group Plc1.7M$153M
21DEUTSCHE BANK AG\1.4M$125M
22Bank of New York Mellon Corp1.2M$107M
23UBS Group AG1.2M$105M
24JPMORGAN CHASE & CO1.2M$105M
25Amundi1.2M$104M
26VANGUARD FIDUCIARY TRUST CO1.1M$102M
27AustralianSuper Pty Ltd937K$84M
28ROYAL BANK OF CANADA878K$79M
29LPL Financial LLC728K$66M
30VICTORY CAPITAL MANAGEMENT INC728K$66M
31Swiss National Bank645K$58M
32Nuveen, LLC604K$54M
33RAYMOND JAMES FINANCIAL INC602K$54M
34HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND592K$53M
35AMERICAN CENTURY COMPANIES INC591K$53M
36FEDERATED HERMES, INC.581K$52M
37WELLS FARGO & COMPANY/MN579K$52M
38BNP PARIBAS FINANCIAL MARKETS566K$51M
39FIRST TRUST ADVISORS LP555K$50M
40FMR LLC544K$49M
41Sumitomo Mitsui Trust Group, Inc.510K$46M
42BNP PARIBAS ASSET MANAGEMENT Holding S.A.508K$46M
43DANSKE BANK A/S518K$43M
44Mitsubishi UFJ Asset Management Co., Ltd.480K$43M
45VANGUARD ASSET MANAGEMENT, Ltd452K$41M
46TEACHER RETIREMENT SYSTEM OF TEXAS451K$41M
47RHUMBLINE ADVISERS445K$40M
48Vanguard Global Advisers, LLC439K$40M
49MASSACHUSETTS FINANCIAL SERVICES CO /MA/420K$38M
50O'SHAUGHNESSY ASSET MANAGEMENT, LLC417K$38M
51California Public Employees Retirement System410K$37M
52FORT WASHINGTON INVESTMENT ADVISORS INC /OH/409K$37M
53CONNING INC.398K$36M
54CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM398K$36M
55WEDGE CAPITAL MANAGEMENT L L P/NC390K$35M
56Eurizon Capital SGR S.p.A.383K$35M
57NORTH STAR ASSET MANAGEMENT INC382K$34M
58TRUST POINT INC.369K$33M
59STOREBRAND ASSET MANAGEMENT AS339K$30M
60ENVESTNET ASSET MANAGEMENT INC328K$30M
61TWO SIGMA INVESTMENTS, LP305K$27M
62FRANKLIN RESOURCES INC280K$25M
63Zurcher Kantonalbank (Zurich Cantonalbank)264K$24M
64ALLIANCEBERNSTEIN L.P.264K$23M
65Sound Income Strategies, LLC244K$22M
66AE Wealth Management LLC228K$21M
67PRINCIPAL FINANCIAL GROUP INC227K$20M
68GW HENSSLER & ASSOCIATES LTD224K$20M
69Bridgewater Associates, LP221K$20M
70AMERIPRISE FINANCIAL INC211K$19M
71Universal- Beteiligungs- und Servicegesellschaft mbH211K$19M
72ADAMS DIVERSIFIED EQUITY FUND, INC.209K$19M
73STIFEL FINANCIAL CORP206K$19M
74Swedbank AB205K$18M
75Cerity Partners LLC203K$18M
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM203K$18M
77CITIGROUP INC203K$18M
78ARROWSTREET CAPITAL, LIMITED PARTNERSHIP202K$18M
79STATE OF WISCONSIN INVESTMENT BOARD201K$18M
80Quantinno Capital Management LP198K$18M
81AVIVA PLC193K$17M
82Mirae Asset Global Investments Co., Ltd.183K$16M
83Gotham Asset Management, LLC178K$16M
84CANADA PENSION PLAN INVESTMENT BOARD170K$15M
85BANK OF MONTREAL /CAN/169K$15M
86Focus Partners Wealth168K$15M
87MAIRS & POWER INC164K$15M
88Aberdeen Group plc162K$15M
89Russell Investments Group, Ltd.158K$14M
90CAPITAL MANAGEMENT CORP /VA152K$14M
91Allianz Asset Management GmbH144K$13M
92OP Asset Management Ltd148K$13M
93AMG National Trust Bank138K$12M
94PNC FINANCIAL SERVICES GROUP, INC.137K$12M
95Cetera Investment Advisers132K$12M
96National Pension Service131K$12M
97Pictet Asset Management Holding SA129K$12M
98Robeco Institutional Asset Management B.V.129K$12M
99NEW YORK STATE COMMON RETIREMENT FUND128K$12M
100TD Asset Management Inc124K$11M

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Data source: SEC EDGAR Form 13F · Updated 2026-07-09