| 0.05% |
| 4 | STATE STREET CORP | 10.3M | $1.11B | +0.8% | 4.752% | 0.02% |
| 5 | BANK OF AMERICA CORP /DE/ | 6.9M | $742.0M | -21.9% | 3.187% | 0.05% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.5M | $700.8M | +9.8% | 3.010% | 0.09% |
| 7 | Capital World Investors | 6.0M | $651.0M | +0.2% | 2.796% | 0.08% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5.7M | $610.0M | +0.4% | 2.630% | 0.03% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3.9M | $422.9M | +0.9% | 1.816% | 0.08% |
| 10 | Invesco Ltd. | 3.8M | $406.5M | +6.5% | 1.746% | 0.03% |
| 11 | NORTHERN TRUST CORP | 3.2M | $350.3M | -2.5% | 1.504% | 0.04% |
| 12 | MORGAN STANLEY | 3.0M | $322.1M | -0.6% | 1.383% | 0.02% |
| 13 | First Nebraska Trust Co | 6K | $299.4M | — | 0.003% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 2.5M | $269.5M | -9.2% | 1.157% | 0.02% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 2.3M | $249.5M | -5.8% | 1.072% | 0.09% |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.2M | $238.9M | +12.4% | 1.026% | 0.04% |
| 17 | NORGES BANK | 2.0M | $217.1M | — | 0.933% | 0.02% |
| 18 | Legal & General Group Plc | 1.5M | $164.8M | -9.7% | 0.708% | 0.03% |
| 19 | JPMORGAN CHASE & CO | 1.5M | $159.8M | +23.8% | 0.682% | 0.01% |
| 20 | UBS Group AG | 1.3M | $139.7M | +11.1% | 0.600% | 0.02% |
| 21 | DEUTSCHE BANK AG\ | 1.2M | $132.7M | -11.0% | 0.570% | 0.04% |
| 22 | Bank of New York Mellon Corp | 1.2M | $124.4M | -3.1% | 0.534% | 0.02% |
| 23 | HSBC HOLDINGS PLC | 1.2M | $124.3M | +47.7% | 0.534% | 0.05% |
| 24 | LPL Financial LLC | 1.1M | $122.2M | +55.7% | 0.525% | 0.03% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 1.1M | $120.8M | -0.8% | 0.519% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PFG — a direct measure of their conviction.
| 72.94% |
| +1.45 pp |
| $11.96B |
| +3.0% |
| Q4 2024 | 768 | +1.9% | 71.49% | +1.48 pp | $11.61B | 4.9% |
| Q3 2024 | 754 | — | 70.01% | — | $12.21B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
97 institutions opened new positions in PFG during Q2 2026, while 54 fully exited. 743 added to existing positions and 80 trimmed.
PFG institutional ownership rose by 1.24 percentage points quarter-over-quarter, with a net change of +48 holders.
The top 10 institutions account for 57.5% of all reported 13F value in PFG, and the top 25 account for 76.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Principal Financial Group, Inc. (PFG) Institutional Ownership