13FBOX
PRINCIPAL FINANCIAL GROUP IN · 13F Institutional Holdings
Options Calculator Rankings
P

PRINCIPAL FINANCIAL GROUP IN

PFG
Institutions
960
Combined AUM (Q2 2026)
$18.41B
Combined Shares (Q2 2026)
170.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+9.2M
505 · 123 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-8.7M
343 · 70 Exit · ≈
⚖️ Net
+476,831
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$18.41B
Institutions
960
New Buys
123
Adds
382
Reduces
273
Exits
70
Unchanged
182
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.03%0.03%#273$2.16B20.0M$1.83B20.3M-307,685-1.51%Reduce
NIPPON LIFE INSURANCE CO
32.37%32.01%#1$1.95B18.1M$1.63B18.1M00.00%Unchanged
VANGUARD CAPITAL MANAGEMENT LLC
0.03%0.03%#279$1.45B13.5M$1.21B13.5M+5,260+0.04%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.05%0.05%#187$1.21B11.3M$1.02B11.3M+1,184+0.01%Add
STATE STREET CORP
0.03%0.03%#263$1.11B10.3M$917.3M10.2M+85,014+0.84%Add
BANK OF AMERICA CORP /DE/
0.05%0.06%#201$742.0M6.9M$794.7M8.8M-1.9M-21.95%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.09%0.08%#130$700.8M6.5M$533.8M5.9M+578,132+9.76%Add
Capital World Investors
0.08%0.07%#148$651.0M6.0M$543.1M6.0M+13,124+0.22%Add
GEODE CAPITAL MANAGEMENT, LLC
0.03%0.03%#268$610.0M5.7M$508.2M5.7M+21,005+0.37%Add
DIMENSIONAL FUND ADVISORS LP
0.08%0.07%#149$422.9M3.9M$350.2M3.9M+36,770+0.95%Add
Invesco Ltd.
0.03%0.05%#270$406.5M3.8M$319.2M3.5M+229,659+6.48%Add
NORTHERN TRUST CORP
0.04%0.04%#215$350.3M3.2M$300.4M3.3M-84,003-2.52%Reduce
MORGAN STANLEY
0.02%0.02%#421$322.1M3.0M$250.7M3.0M-36,044-1.19%Reduce
GOLDMAN SACHS GROUP INC
0.02%0.03%#344$269.5M2.5M$248.2M2.8M-254,258-9.23%Reduce
AQR CAPITAL MANAGEMENT LLC
0.09%0.1%#140$249.5M2.3M$220.6M2.5M-141,668-5.77%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04%0.04%#206$238.9M2.2M$177.7M2.0M+244,550+12.40%Add
NORGES BANK
0.02%0.03%#360$217.1M2.0M$241.4M2.9M-846,955-29.60%Reduce
Legal & General Group Plc
0.03%0.04%#244$164.8M1.5M$152.7M1.7M-165,113-9.74%Reduce
JPMORGAN CHASE & CO
0.01%0.01%#565$159.8M1.5M$105.0M1.2M+283,204+23.81%Add
UBS Group AG
0.02%0.02%#410$139.7M1.3M$105.1M1.2M+129,343+11.09%Add
DEUTSCHE BANK AG\
0.04%0.04%#220$132.7M1.2M$124.7M1.4M-152,110-10.99%Reduce
Bank of New York Mellon Corp
0.02%0.02%#376$124.4M1.2M$107.3M1.2M-36,606-3.07%Reduce
HSBC HOLDINGS PLC
0.05%0.04%#192$124.3M1.2M$70.4M780,743+372,374+47.69%Add
LPL Financial LLC
0.03%0.02%#310$122.2M1.1M$65.6M728,464+405,621+55.68%Add
VANGUARD FIDUCIARY TRUST CO
0.03%0.03%#321$120.8M1.1M$101.8M1.1M-9,232-0.82%Reduce
FEDERATED HERMES, INC.
0.15%0.09%#87$104.8M972,814$52.4M581,347+391,467+67.34%Add
ROYAL BANK OF CANADA
0.01%0.01%#439$99.7M924,893$79.1M877,645+47,248+5.38%Add
Amundi
0.02%0.03%#346$96.5M895,365$103.8M1.2M-256,452-22.26%Reduce
AMERICAN CENTURY COMPANIES INC
0.04%0.03%#213$94.2M874,031$53.3M591,228+282,803+47.83%Add
AustralianSuper Pty Ltd
0.36%0.44%#41$82.9M769,378$84.5M937,473-168,095-17.93%Reduce
VICTORY CAPITAL MANAGEMENT INC
0.05%0.04%#204$81.8M759,254$65.6M727,924+31,330+4.30%Add
WELLS FARGO & COMPANY/MN
0.01%0.01%#475$81.4M755,407$52.1M578,710+176,697+30.53%Add
BNP Paribas Asset Management Holding S.A.
0.08%#145$81.3M754,096$00+754,096New Buy
RAYMOND JAMES FINANCIAL INC
0.02%0.02%#382$73.7M683,606$54.3M602,197+81,409+13.52%Add
BARCLAYS PLC
0.01%0.02%#464$71.8M665,971$65.4M726,136-60,165-8.29%Reduce
Swiss National Bank
0.03%0.03%#243$65.9M611,500$58.1M644,800-33,300-5.16%Reduce
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.09%0.09%#136$63.8M591,790$53.3M591,931-141-0.02%Reduce
National Pension Service
0.04%0.01%#227$58.0M537,896$11.8M131,469+406,427+309.14%Add
BNP PARIBAS FINANCIAL MARKETS
0.03%0.02%#309$57.6M534,331$51.0M566,364-32,033-5.66%Reduce
Nuveen, LLC
0.01%0.01%#469$55.9M518,497$54.4M603,915-85,418-14.14%Reduce
Mitsubishi UFJ Asset Management Co., Ltd.
0.03%0.03%#287$54.2M503,256$43.3M480,402+22,854+4.76%Add
Sumitomo Mitsui Trust Group, Inc.
0.03%0.03%#288$52.0M482,776$45.9M509,894-27,118-5.32%Reduce
VANGUARD ASSET MANAGEMENT, Ltd
0.04%0.04%#241$51.8M480,845$40.8M452,326+28,519+6.30%Add
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.23%0.19%#58$50.5M468,554$37.6M416,864+51,690+12.40%Add
FMR LLC
<0.01%<0.01%#819$49.9M462,810$49.0M543,926-81,116-14.91%Reduce
VIRGINIA RETIREMENT SYSTEMS ET Al
0.28%#51$47.2M438,113$00+438,113New Buy
Vanguard Global Advisers, LLC
0.02%0.02%#359$46.4M430,966$39.5M438,656-7,690-1.75%Reduce
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
0.03%0.02%#327$44.9M416,664$37.0M410,420+6,244+1.52%Add
RHUMBLINE ADVISERS
0.03%0.03%#255$44.6M414,014$40.1M445,252-31,238-7.02%Reduce
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.01%0.01%#450$43.6M404,317$37.8M420,035-15,718-3.74%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow