PFG Institutional Ownership
Who owns Principal Financial Group Inc and what the big funds did with it last quarter, from every SEC 13F filing. 959 funds reported holding PFG at Jun 30, 2026, together owning 80.4% of the company.
- ▲486 buying vs 321 selling
- ▲Held by funds +1.0 pts
- ▲Funds holding +42
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 959 | 917 | +4.6% |
| In funds' top 10 | 4 | 4 | 0.0% |
| 13F shares | 171M | 169M | +1.3% |
| Held by funds | 80.4% | 79.4% | +1.0 pts |
| New positions | 104 | 97 | +7.2% |
| Increased | 382 | 351 | +8.8% |
| Reduced | 267 | 254 | +5.1% |
| Sold out | 54 | 81 | −33.3% |
| Calls (shares) | 48K | 9,340 | +408.6% |
| Puts (shares) | 60K | 32K | +89.9% |
| Put/call ratio | 1.27 | 3.40 | −62.7% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in PFG
All superinvestors →
Who owns PFG
share of fund held shares- Index and passive funds48.1%
- Active managers and hedge funds19.4%
- Banks and brokers18.2%
- Pensions, insurers and other14.4%
The top 10 holders own 59.8% of all PFG shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
308 funds changed their position- Fort Washington Investment Advisors Inc /oh/Sold out−268K sh
- Achmea Investment Management B.V.New+175K sh
- Assenagon Asset Management S.A.Added+153K sh
- KBC Group NVAdded+105K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−86K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.42% | 20M | $2.2B | −308K |
| 2 | Nippon Life Insurance Co | 8.54% | 18.1M | $2B | 0 |
| 3 | Vanguard Capital Management LLC | 6.35% | 13.5M | $1.5B | +5,260 |
| 4 | Vanguard Portfolio Management LLC | 5.30% | 11.3M | $1.2B | +1,184 |
| 5 | State Street Corp | 4.83% | 10.3M | $1.1B | +85K |
| 6 | Bank of America Corp /de/ | 3.24% | 6.9M | $742M | −1.9M |
| 7 | Charles Schwab Investment Management Inc | 3.06% | 6.5M | $701M | +578K |
| 8 | Capital World Investors | 2.84% | 6M | $651M | +13K |
| 9 | Geode Capital Management, LLC | 2.68% | 5.7M | $610M | +21K |
| 10 | Dimensional Fund Advisors LP | 1.85% | 3.9M | $423M | +37K |
- Norges Bank+2M sh+$217M
- Charles Schwab Investment Management Inc+578K sh+$62.3M
- National Pension Service+406K sh+$43.8M
- LPL Financial LLC+406K sh+$43.7M
- Federated Hermes, Inc.+391K sh+$42.2M
- Caisse de depot et placement du Quebec+391K sh+$42.1M
- HSBC Holdings PLC+372K sh+$40.1M
- Jpmorgan Chase & Co+283K sh+$30.7M
- Bank of America Corp /de/−1.9M sh−$209M
- First Trust Advisors LP−413K sh−$44.5M
- BlackRock, Inc.−308K sh−$33.2M
- Amundi−256K sh−$27.6M
- Two Sigma Investments, LP−254K sh−$27.4M
- Goldman Sachs Group Inc−254K sh−$27.4M
- Teacher Retirement System of Texas−228K sh−$24.6M
- Bridgewater Associates, LP−205K sh−$22.1M
PFG institutional ownership FAQ
Who owns the most PFG stock?
In Q2 2026 13F filings the largest holder of PFG was BlackRock, Inc., followed by Nippon Life Insurance Co and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of PFG is owned by institutions?
Funds that file 13F reports held 80.4% of PFG's shares at Jun 30, 2026, compared with 79.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying PFG?
In Q2 2026, 486 funds bought PFG (104 of them new positions) and 321 sold (54 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for PFG is strongly bullish.
What is PFG's institutional put/call ratio?
Funds reported $6.5M of PFG puts against $5.1M of calls, a put/call ratio of 1.27 (3.40 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this PFG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.