PFG PRINCIPAL FINANCIAL GROUP INC: institutional ownership and insider trading
1,034 funds reported holding $20.9B of PRINCIPAL FINANCIAL GROUP INC in their latest 13F filings; in Q2 2026 funds net bought $238M, with 102 new positions and 56 funds selling out; over the last 12 months insiders bought $485 and sold $5.40M on the open market.
Famous investors holding PFG
- Ray Dalio (Bridgewater Associates): $1.73M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $18.6M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $5.44M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $2.55M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $2.07M, 0.0% of the portfolio
Largest institutional holders of PFG
- VANGUARD GROUP INC — $2.38B
- BlackRock, Inc. (BLK) — $2.16B
- NIPPON LIFE INSURANCE CO — $1.95B
- VANGUARD CAPITAL MANAGEMENT LLC — $1.45B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $1.21B
- STATE STREET CORP (STT, STT-PG) — $1.11B
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $742M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC — $701M
- Capital World Investors — $651M
- GEODE CAPITAL MANAGEMENT, LLC — $610M
Recent PFG insider trades
- May 21, 2026: Cheong Wee Yee sold 10,745 shares ($1.11M)
- May 1, 2026: Cheong Wee Yee sold 13,920 shares ($1.41M)
- Apr 30, 2026: Djurasovic George sold 2,572 shares ($259K)
- Apr 29, 2026: Cheong Wee Yee sold 1,080 shares ($109K)
Members of Congress trading PFG
- Oct 31, 2025: Lisa C. McClain sold $1.00K–$15.0K
- Oct 30, 2025: Lisa C. McClain bought $1.00K–$15.0K
- Oct 30, 2025: Lisa C. McClain sold $1.00K–$15.0K
- Jun 17, 2025: Lisa C. McClain bought $1.00K–$15.0K
5%+ owners
- BlackRock, Inc.: 9.0% (Schedule 13G/A, filed Apr 24, 2026)
- Vanguard Capital Management: 7.2% (Schedule 13G, filed Apr 30, 2026)
- Vanguard Portfolio Management: 5.2% (Schedule 13G, filed Apr 29, 2026)