Who owns PRINCIPAL FINANCIAL GROUP INC (PFG)? Elite investor 13F holders
7 tracked elite investors reported holding PRINCIPAL FINANCIAL GROUP INC as of 2026-06-30, including Gotham Asset Management, Bridgewater Associates, Mairs & Power Funds, D.E. Shaw, GMO. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
7 tracked investors currently reported holding · Latest report period: 2026-06-30 · Financials · Insurance
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and…
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management | PRINCIPAL FINANCIAL GROUP IN | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 33643743.00 USD | 312152.000000 | Shares | add | Original filing |
| Bridgewater Associates | PRINCIPAL FINANCIAL GROUP IN | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 1725773.00 USD | 16012.000000 | Shares | reduce | Original filing |
| Mairs & Power Funds | PRINCIPAL FINANCIAL GROUP IN | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 14580787.00 USD | 135283.000000 | Shares | reduce | Original filing |
| D.E. Shaw | PRINCIPAL FINANCIAL GROUP IN | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2068621.00 USD | 19193.000000 | Shares | add | Original filing |
| GMO | PRINCIPAL FINANCIAL GROUP IN | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 1967847.00 USD | 18258.000000 | Shares | hold | Original filing |
| Stilwell Group | PRINCIPAL FINANCIAL GROUP IN | SHARE | 2026-06-30 | 2026-08-07 00:00:00 | 58956.00 USD | 547.000000 | Shares | hold | Original filing |
| Ancora Advisors / Ancora Holdings | PRINCIPAL FINANCIAL GROUP IN | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 26622.00 USD | 247.000000 | Shares | reduce | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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