PFG · NASDAQ · Asset Management

Principal Financial Group (PFG)

Administers retirement plans, manages investments, and insures employer benefits.

$114.00
vs last close−2.48 (−2.13%)

13F · 13D/G · Form 4

Institutions82.73%177.14M shares
975 holders · as of Jun 30, 2026
Insiders0.61%1.30M shares
24 holders · as of Sep 8, 2026
Other16.66%35.67M shares
remainder

214.10M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.35%20.01Mas of Jun 30, 2026
Nippon Life Insurance CoInstitution
8.47%18.14Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.30%13.48Mas of Jun 30, 2026
Managed Account Advisors LLC000000000Institution
5.96%12.76Mfiled Feb 7, 2023
Vanguard Portfolio Management LLCInstitution
5.26%11.27Mas of Jun 30, 2026
State Street CorpInstitution
4.79%10.26Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
3.22%6.88Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
3.04%6.50Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
3.04%6.50Mas of Jun 30, 2026
Capital World InvestorsInstitution
2.82%6.04Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.65%5.68Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.83%3.92Mas of Jun 30, 2026
Invesco Ltd.Institution
1.76%3.77Mas of Jun 30, 2026
Northern Trust CorpInstitution
1.52%3.25Mas of Jun 30, 2026
Morgan StanleyInstitution
1.40%2.99Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.17%2.50Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
1.08%2.32Mas of Jun 30, 2026
UBS Asset Management Americas IncInstitution
1.04%2.22Mas of Jun 30, 2026
Norges BankInstitution
0.94%2.01Mas of Jun 30, 2026
Legal & General Group PLCInstitution
0.71%1.53Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.69%1.47Mas of Jun 30, 2026
UBS Group AGInstitution
0.61%1.30Mas of Jun 30, 2026
Deutsche Bank AG\Institution
0.58%1.23Mas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.54%1.15Mas of Jun 30, 2026
HSBC Holdings PLCInstitution
0.54%1.15Mas of Jun 30, 2026

13F, as of Jun 30, 2026

975 holders · 177.14M shares · 111 new positions · 504 increased · 276 reduced · 67 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.20.01M9.35%−307.7KAug 7, 2026
Nippon Life Insurance Co18.14M8.47%0Jul 13, 2026
Vanguard Capital Management LLC13.48M6.30%+5.3KAug 13, 2026
Vanguard Portfolio Management LLC11.27M5.26%+1.2KAug 13, 2026
State Street Corp10.26M4.79%+85.0KAug 7, 2026
Bank of America Corp /DE/6.88M3.22%−1.94MAug 14, 2026
Charles Schwab Investment Management Inc6.50M3.04%+578.1KAug 14, 2026
Sixth Street Partners Management Company, L.P.6.50M3.04%+6.50MnewAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.9.00%19.56M13GApr 24, 2026
Vanguard Capital Management7.18%15.57M13GApr 30, 2026
Vanguard Portfolio Management5.20%11.30M13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 21, 2026
Wee Yee Cheongofficer: President - Asia & Middle East
Sale7,534$103.1666,443
May 20, 2026
Wee Yee Cheongofficer: President - Asia & Middle East
Sale3,211$103.0673,977
May 1, 2026
Wee Yee Cheongofficer: President - Asia & Middle East
Sale9,183$101.2677,188
Apr 30, 2026
Wee Yee Cheongofficer: President - Asia & Middle East
Sale4,737$101.0186,371
Apr 30, 2026
George Djurasovicofficer: Interim General Counsel
Sale1$99.6321,905
Apr 28, 2026
George Djurasovicofficer: Interim General Counsel
Sale2,571$100.8321,906
Apr 29, 2026
Wee Yee Cheongofficer: President - Asia & Middle East
Sale1,080$101.0091,108
Apr 21, 2025
Claudio Muruzabaldirector
Sale5$70.0511,198
Feb 9, 2026
Claudio Muruzabaldirector
Purchase5$97.0911,203
Jan 2, 2025
Claudio Muruzabaldirector
Purchase5$77.4911,203

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Sen. Alan ArmstrongPurchase$1,001 – $15,000JointMar 27, 2026Jul 21, 2026