PFG · Company research
Principal Financial Group, Inc. (PFG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8092 | 872209 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3148 | 339241 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOOMIS SAYLES & CO L P | 312348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 397 | 42789 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Interval Partners, LP | 1590228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32600 | 3513628 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76709 | 8267697 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63336 | 6826354 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 443570 | 47807975 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265 | 29 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OMERS ADMINISTRATION Corp | 1053321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12079 | 1301875 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11631 | 1253611 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6502019 | 700787608 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Osmosis Investment Management UK Ltd | 1780700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10236 | 1103236 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROSS\JOHNSON & Associates LLC | 2056532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 3665 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7938 | 855558 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Miramar Capital, LLC | 1767812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1975 | 212866 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Prosperity Consulting Group, LLC | 1910398 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8133 | 876572 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41534 | 4476364 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Siemens Fonds Invest GmbH | 1856637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23202 | 2500712 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72 | 7760 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CARRET ASSET MANAGEMENT, LLC | 791490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6298 | 678798 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 3881 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5716 | 616070 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41413 | 4463493 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 539 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Annex Advisory Services, LLC | 1542287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2237 | 241093 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24998 | 2694284 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146 | 15736 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7657 | 825 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3183 | 343064 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 742 | 79973 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Burnham & Co LLC | 2136877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 80835 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 21556 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 2156 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1121477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103 | 11101 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Venture Visionary Partners LLC | 1792283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6292 | 678180 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3879 | 418 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DT Investment Partners, LLC | 1537621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 1725 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CITY HOLDING CO | 726854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 964 | 103898 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Providence Capital Advisors, LLC | 1730814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320 | 34490 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1659 | 178807 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6431 | 693 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4129961 | 445127197 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OSTRUM ASSET MANAGEMENT | 1767945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26372 | 2842374 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OPTIMA CAPITAL LLC | 2070972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4053 | 436846 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 754096 | 81276467 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2198 | 236901 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Burk Holdings LLC | 2079815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 862 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Meiji Yasuda Asset Management Co Ltd. | 1491685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4688 | 505273 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| 3 FACTOR INDEXING, LLC | 2135169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 108 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| OFS Enterprise LLC | 2107566 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2834 | 305451 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| ROCKLAND TRUST CO | 84616 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2243 | 241751 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Norinchukin Bank, The | 1496637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12110 | 1305216 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First Nebraska Trust Co | 2134841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2479 | 267187 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ATWOOD & PALMER INC | 1044929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 10778 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 662158 | 71367390 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1744349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9515 | 1025548 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22484 | 2423320 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Fairway Wealth LLC | 2019393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105 | 11317 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Nilsine Partners, LLC | 1913043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2416 | 260396 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30902 | 3330583 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CORA CAPITAL ADVISORS LLC | 1964530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2401 | 258780 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3914 | 421851 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6502019 | 700787608 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32184 | 3450000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Argentarii, LLC | 2030055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4254 | 480779 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Dynamic Wealth Strategies, LLC | 1812853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 577 | 62189 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| JNBA Financial Advisors | 1569118 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1432 | 154341 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FINANCIAL CONSULATE, INC | 1624510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 614 | 66177 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 862715 | 92983423 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 539 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11960 | 1077716 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2199 | 237009 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Livforsakringsbolaget Skandia, Omsesidigt | 1547926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3882 | 418324 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| WNY Asset Management, LLC | 1803296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1879 | 202519 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20431 | 2202053 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TSFG, LLC | 1800513 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2613 | 282 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Bulwark Capital Corp | 2075899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 10778 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38544 | 4154272 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Corsicana & Co. | 1869923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 3449 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Atlantic Edge Private Wealth Management, LLC | 2011145 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 10778 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.