PFG
Common Stock

Principal Financial Group In

As of Jun 30, 2026 CUSIP 74251V102
Institutional Holders
976
Total Held Value
$18.49B
Total Exact Shares
170.70M
Largest Holder
BlackRock
20.01M shares • $2.16B
Reported Holders976
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 BlackRock $2.16B <0.1% -1.5% 20.01M Jun 30, 2026
2 Nippon Life Insurance
Filing dated Sep 30, 2026
$2.03B 30.8% — 18.14M Sep 30, 2026
3 Vanguard Capital Management $1.45B <0.1% +0.0% 13.48M Jun 30, 2026
4 Vanguard Portfolio Management $1.21B 0.1% +0.0% 11.27M Jun 30, 2026
5 State Street $1.11B <0.1% +0.8% 10.26M Jun 30, 2026
6 Bank of America $742.0M <0.1% -21.9% 6.88M Jun 30, 2026
7 Charles Schwab Investment Management $700.8M 0.1% +9.8% 6.50M Jun 30, 2026
8 Capital World Investors $651.0M 0.1% +0.2% 6.04M Jun 30, 2026
9 Geode Capital Management $610.0M <0.1% +0.4% 5.68M Jun 30, 2026
10 Dimensional Fund Advisors $422.9M 0.1% +0.9% 3.92M Jun 30, 2026
11 Invesco $406.5M <0.1% — 3.77M — Jun 30, 2026
12 Northern Trust $350.3M <0.1% -2.5% 3.25M Jun 30, 2026
13 Morgan Stanley $322.1M <0.1% -0.6% 2.99M Jun 30, 2026
14 Goldman Sachs Group $269.5M <0.1% -9.2% 2.50M Jun 30, 2026
15 AQR Capital Management $249.5M 0.1% -5.8% 2.32M Jun 30, 2026
16 UBS Asset Management $238.9M <0.1% +12.4% 2.22M Jun 30, 2026
17 Norges Bank $217.1M <0.1% — 2.01M — Jun 30, 2026
18 Legal & General Group $164.8M <0.1% -9.7% 1.53M Jun 30, 2026
19 JPMorgan Chase $159.8M <0.1% +23.8% 1.47M Jun 30, 2026
20 UBS Group $139.7M <0.1% +11.1% 1.30M Jun 30, 2026
Exited in Latest Filing58
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.