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Of the 11 tracked institutions holding PFG, 5 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +1.8pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, PFG (PRINCIPAL FINANCIAL GROUP IN) is held with a combined value of $5.47B across 61,242,852 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.38B (0.03% of their portfolio). WELLINGTON MANAGEMENT GROUP LLP opened a new position in the most recent quarter. 2 funds increased their holdings. 8 funds reduced their position.
Total Institutional Value
$5.47B
Total Shares Held
61,242,852
Institutional Holders
11
% of Shares Outstanding
28.4%
of 216.01M shares · SEC 2026-04-22
Days to Cover
7.2-3.6%
8.56M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 28.4% of PFG's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-22), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $2.38B | 0.03% | -0.6% |
| 2 | BlackRock, Inc. | $1.83B | 0.03% | -0.4% |
| 3 | STATE STREET CORP | $917.31M | 0.03% | -3.1% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $220.59M | 0.10% | +4.6% |
| 5 | FMR LLC | $49.01M | 0.00% | -10.9% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $25.59M | 0.00% | -5.4% |
| 7 | Bridgewater Associates, LP | $19.91M | 0.09% | -53.5% |
| 8 | Gotham Asset Management, LLC | $16.08M | 0.05% | +1936.4% |
| 9 | CITADEL ADVISORS LLC | $4.95M | 0.00% | -90.8% |
| 10 | Grantham, Mayo, Van Otterloo & Co. LLC | $1.65M | 0.00% | -33.9% |
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Buy | Mar 27, 2026 |
| Lisa McClain | Sell | Oct 31, 2025 |
| Lisa McClain | Sell | Oct 30, 2025 |
| Lisa McClain | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of PFG with a position worth $2.38B, representing 0.03% of their portfolio. In total, 11 institutional investors hold PFG with a combined value of $5.47B.
In the most recent quarter, 1 fund opened a new position in PFG. Additionally, 2 increased their holdings and 8 reduced their positions.
Institutional investors hold $5.47B worth of PFG stock across 11 positions. The largest institutional holder is VANGUARD GROUP INC with $2.38B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For PFG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their PFG positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Oct 30, 2025 |
| Lisa McClain | Buy | Jun 17, 2025 |
Last Close
$109.40
2026-07-24
YTD
+22.3%
88% of 52-week range
