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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

890 managers (914 13F filers) reported a position in PFG shares at 2026-03-31, 168,561,047 shares in all. 97 filers opened a position and 81 filers sold out during the quarter.

Managers
890
13F filers
914
New
97
Added
355
Reduced
263
Sold out
81
Shares held by filers
168,561,047

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA32,607$2.94M0.01%-42,29113F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC32,600$2.94M0.16%-5,21613F-HRTimeline
USS Investment Management Ltd31,992$2.88M0.01%+1,54613F-HRTimeline
Private Advisor Group, LLC31,870$2.87M0.01%+2,49113F-HRTimeline
NEOS Investment Management LLC30,806$2.78M0.01%-1,24913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/30,574$2.76M<0.01%-39,11113F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …30,283$2.73M0.02%-9,18113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC30,110$2.71M0.02%+1,79413F-HRTimelineGroup
Janney Montgomery Scott LLC30,015$2.71M0.01%+9,49913F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.30,452$2.69M0.01%+3,18413F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…29,665$2.67M0.02%+36213F-HRTimelineGroup
Claro Advisors Inc.29,135$2.63M0.32%+2,15713F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN28,847$2.6M0.01%+4813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,014$2.52M<0.01%-56,16213F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding27,854$2.51M+566Timeline
Ensign Peak Advisors, Inc26,572$2.39M<0.01%-2,95413F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,405$2.39M<0.01%+7,09213F-HRTimelineGroup
UniSuper Management Pty Ltd26,382$2.38M0.02%-96413F-HRTimeline
SIMON QUICK ADVISORS, LLC26,255$2.37M0.11%+1,79613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson25,752$2.32M<0.01%-1,19513F-HR/ATimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…25,618$2.31M0.02%013F-HRTimelineGroup
Columbus Macro, LLC25,418$2.29M0.24%+24013F-HRTimeline
Man Group plcin group Man Group plc25,349$2.28M<0.01%-119,48213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding25,334$2.28M-2,647Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…25,018$2.25M0.15%+24,83613F-HRTimeline
OSTRUM ASSET MANAGEMENT24,965$2.25M0.13%+3,82213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP24,849$2.24M0.02%+10,83513F-HRTimelineGroup
Heritage Trust Co24,824$2.24M0.22%+4,49113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC24,784$2.23M0.01%new13F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC24,697$2.23M0.27%+313F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A24,507$2.21M0.01%-57,94913F-HRTimelineGroup
HighTower Advisors, LLC24,446$2.2M<0.01%+8,40613F-HRTimeline
OP Asset Management Ltd23,394$2.11M0.02%-1,95213F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC23,044$2.08M0.02%+16,49913F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC22,872$2.06M0.02%-1,00813F-HRTimeline
Estate Counselors, LLC22,708$2.05M0.18%new13F-HRTimeline
Siemens Fonds Invest GmbH22,676$2.04M0.12%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND22,637$2.04M0.03%-20013F-HRTimeline
MAI Capital Management22,471$2.02M0.01%-7213F-HRTimeline
Sanctuary Advisors, LLC22,148$2M0.01%+2,53713F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …22,113$1.99M0.01%+8,66313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.22,000$1.98M0.02%-13113F-HRTimelineGroup
Verdence Capital Advisors LLC21,416$1.93M0.11%+12,17413F-HRTimeline
Dakota Wealth Management21,367$1.93M0.04%-3,52313F-HR/ATimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…21,043$1.9M0.02%-42513F-HRTimelineGroup
DAVENPORT & Co LLC20,985$1.89M0.01%new13F-HRTimeline
V-Square Quantitative Management LLC20,799$1.87M0.2%+1,30113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,786$1.87M<0.01%+46013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…20,576$1.85M0.51%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC20,227$1.82M<0.01%+10,32513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,126$1.81M0.01%+13,89413F-HRTimeline
Weaver C. Barksdale & Associates, Inc.19,964$1.8M1.72%+1,14013F-HRTimeline
Osmosis Investment Management UK Ltd19,828$1.79M0.05%+2,92713F-HRTimeline
State of Alaska, Department of Revenue19,599$1.77M0.02%-43013F-HRTimeline
Foster Group, Inc.19,538$1.76M0.05%+48913F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT19,436$1.75M0.02%+10,00113F-HRTimeline
&PARTNERS19,111$1.75M0.01%+10,70013F-HRTimeline
BBR PARTNERS, LLC19,298$1.74M0.1%-2,70313F-HRTimeline
Holocene Advisors, LP19,232$1.73M<0.01%-44,80413F-HRTimeline
PINEBRIDGE INVESTMENTS LLC19,116$1.72M0.01%+6,22513F-HRTimeline
Atria Investments, Inc19,073$1.72M0.02%+11,56713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,927$1.71M0.01%+41213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\18,819$1.7M<0.01%+21913F-HRTimelineGroup
ASR Vermogensbeheer N.V.18,699$1.68M0.02%+46213F-HRTimeline
GoalVest Advisory LLC18,568$1.67M0.33%-2,94013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.18,488$1.66M0.01%+12,02713F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC18,258$1.65M<0.01%-9,36713F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding28,446$1.64M+8,659Timeline
Cresset Asset Management, LLC18,101$1.63M0.01%+1,39313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,737$1.6M<0.01%-1,80613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,689$1.59M<0.01%+2,61813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…17,611$1.59M0.01%013F-HRTimeline
Crossmark Global Holdings, Inc.17,140$1.54M0.02%-6013F-HRTimeline
Invst, LLC17,091$1.54M0.17%new13F-HRTimeline
CHOREO, LLC17,015$1.53M0.02%+38513F-HRTimeline
Farther Finance Advisors, LLC17,002$1.53M0.01%+1,40313F-HRTimeline
Commonwealth Retirement Investments LLC16,923$1.52M0.47%+1,17613F-HRTimeline
Gulf International Bank (UK) Ltd16,877$1.52M0.03%+4,61413F-HRTimeline
Handelsbanken Fonder AB16,834$1.52M0.01%-3,24813F-HRTimeline
OpenArc Corporate Advisory, LLC16,694$1.5M0.02%+4113F-HRTimeline
SummitTX Capital, L.P.16,511$1.49M0.05%-43,62713F-HRTimeline
United Super Pty Ltd in its capacity as…16,500$1.49M0.03%new13F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,472$1.49M0.01%013F-HRTimeline
Modern Wealth Management, LLC16,284$1.47M0.03%-9713F-HRTimeline
Impact Partnership Wealth, LLC16,053$1.45M0.18%+11,64713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,876$1.43M0.02%+12,89513F-HRTimelineGroup
Investment Management Corp of Ontario15,737$1.42M0.02%+70013F-HRTimeline
Sequoia Financial Advisors, LLC15,659$1.41M0.01%+88413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15,238$1.37M0.03%+14,89213F-HRTimeline
PSI Advisors, LLC15,069$1.36M0.33%+1,38813F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO15,059$1.36M0.04%-18113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP15,058$1.36M<0.01%-6,55613F-HRTimeline
D.A. DAVIDSON & CO.14,955$1.35M0.01%+92713F-HRTimeline
Merit Financial Group, LLC14,921$1.34M0.01%+1,78413F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC14,450$1.3M1.08%+93013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…14,425$1.3M<0.01%new13F-HRTimelineGroup
Avanza Fonder AB14,358$1.29M0.04%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,183$1.28M0.01%+1,69013F-HRTimelineGroup
Candriam S.C.A.14,177$1.28M0.01%-69,86213F-HRTimeline
Procyon Advisors, LLC14,156$1.28M0.06%+42213F-HRTimeline
Summit Trail Advisors, LLC13,840$1.25M0.02%+4,10813F-HRTimeline
AssuredPartners Investment Advisors, LLC13,536$1.23M0.13%new13F-HRTimeline
OneDigital Investment Advisors LLC13,359$1.2M0.01%+19213F-HRTimeline
VCI Wealth Management LLC13,104$1.18M0.33%-5,60713F-HRTimeline
Brooklyn Investment Group12,820$1.16M0.04%+4,70413F-HRTimeline
Caprock Group, LLC12,612$1.14M0.03%+44513F-HRTimeline
EP Wealth Advisors, LLC12,515$1.13M0.01%-57613F-HRTimeline
NewEdge Advisors, LLC12,439$1.12M<0.01%+38413F-HR/ATimeline
Mork Capital Management, LLC12,370$1.11M0.79%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC12,218$1.1M0.4%+1,84813F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The12,179$1.1M0.01%-6213F-HRTimelineGroup
Waverly Advisors, LLC12,084$1.09M0.01%+1,68913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA11,983$1.08M0.01%+6313F-HRTimelineGroup
MIZUHO SECURITIES USA LLCin group MIZUHO FINANCIAL GROUP INC11,960$1.08M0.03%-2,59713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,918$1.07M0.01%+7,21613F-HRTimelineGroup
Legacy Financial Group LLC11,768$1.06M0.13%+42113F-HRTimeline
Gilbert & Cook, Inc.11,704$1.05M0.14%-7913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,656$1.05M<0.01%-9,00213F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…11,590$1.04M0.13%-80313F-HR/ATimelineGroup
MONTAG A & ASSOCIATES INC11,512$1.04M0.05%-23813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11,109$1M0.09%+7413F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC11,083$999K0.03%+52713F-HRTimelineGroup
Kepler Cheuvreux (Suisse) SA11,050$996K0.07%-14,62813F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…11,047$995K0.01%-1,94613F-HRTimelineGroup
Caisse de depot et placement du Quebec11,009$992K<0.01%-193,49113F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,901$982K0.04%+9313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,873$980K0.01%+3,42713F-HRTimelineGroup
Maryland State Retirement & Pension Sys…10,843$977K0.02%013F-HRTimeline
OMERS ADMINISTRATION Corp10,762$970K0.01%+2,24413F-HRTimeline
Martin Capital Partners, LLC10,744$968K0.36%-413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC10,728$967K0.11%-8,63913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,721$966K0.01%+10513F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,637$958K0.02%+13313F-HRTimelineGroup
WEST BANCORPORATION INC10,610$956K0.48%013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS10,264$925K0.01%+3,62213F-HRTimelineGroup
Park Edge Advisors, LLC10,236$922K0.21%013F-HRTimeline
Board of the Pension Protection Fund10,200$919K0.85%-8,50013F-HRTimeline
Metis Global Partners, LLC10,157$915K0.02%-1,22813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,104$910K0.01%+6,33313F-HRTimelineGroup
Louisiana State Employees Retirement Sy…10,100$910K0.02%-10013F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,092$909K0.03%-3513F-HR/ATimeline
Pinion Investment Advisors, LLC9,970$898K0.21%-1,88313F-HRTimeline
Pacer Advisors, Inc.9,885$891K<0.01%-10,23413F-HR/ATimeline
BRIGHTON JONES LLC9,866$889K0.02%new13F-HR/ATimeline
Mount Lucas Management LP9,836$886K0.33%new13F-HRTimeline
Plato Investment Management Ltd9,747$879K0.06%013F-HRTimeline
Basepoint Wealth LLC9,603$865K0.5%+2613F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC9,570$862K0.05%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,552$861K0.02%new13F-HRTimeline
FIL Ltdin group FIL Ltd9,548$860K<0.01%+6,90213F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC9,547$860K0.05%-22813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,504$857K<0.01%+8913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,325$840K<0.01%+49513F-HRTimelineGroup
Generali Asset Management SPA SGR9,259$834K0.02%-11,89713F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD9,254$834K0.03%013F-HRTimeline
Ausdal Financial Partners, Inc.9,129$823K0.04%+9713F-HRTimeline
ING GROEP NV9,046$815K<0.01%-24313F-HRTimeline
HOLDERNESS INVESTMENTS CO8,978$809K0.16%-5013F-HRTimeline
Allworth Financial LP8,944$806K<0.01%+69313F-HRTimeline
South Dakota Investment Council8,914$803K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,836$796K<0.01%+1,29213F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding8,806$794K+8,781Timeline
Chicago Partners Investment Group LLC8,084$788K0.02%+88413F-HRTimeline
SYON CAPITAL LLC8,736$787K0.04%+37313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,707$785K0.07%+1,65713F-HRTimelineGroup
GAMMA Investing LLC8,673$782K0.04%+88813F-HRTimeline
Woodline Partners LP8,569$772K<0.01%+4,49413F-HR/ATimeline
Fulton Bank, N.A.8,531$769K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,463$763K<0.01%-162,29813F-HRTimelineGroup
Curat Global, LLC8,424$759K0.75%+2,04213F-HRTimeline
PINNACLE ASSOCIATES LTD8,420$759K0.01%-213F-HRTimeline
Horizon Investments, LLC8,391$756K0.01%+3,52413F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC8,387$756K<0.01%+74013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC8,209$740K0.01%-3,23213F-HRTimeline
Curi Capital, LLC8,183$737K0.01%+6813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,181$737K0.08%+6,53113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,335$736K<0.01%+19113F-HRTimelineGroup
IFP Advisors, Inc8,138$733K0.02%+13413F-HRTimeline
Saudi Central Bank8,109$731K0.02%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.8,103$730K0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC7,969$718K0.04%+1,00313F-HRTimeline
HB Wealth Management, LLC7,947$716K<0.01%+49413F-HRTimeline
City State Bank7,938$715K0.19%013F-HRTimeline
Empirical Finance, LLC7,825$705K0.03%-2213F-HR/ATimeline
Wolff Financial Management LLC7,815$704K0.16%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,815$704K<0.01%+81513F-HRTimelineGroup
Raleigh Capital Management Inc.7,803$703K0.24%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC7,777$701K0.01%+3,47613F-HRTimeline
SEEDS INVESTOR LLC7,361$693K0.09%+3,31013F-HRTimeline
Elevated Capital Advisors, LLC7,659$690K0.17%-1,44113F-HRTimeline
Vivid Wealth Management, LLC7,625$687K0.28%+213F-HRTimeline
Sunbelt Securities, Inc.7,442$671K0.04%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.7,413$668K0.02%013F-HRTimelineGroup
PLIMOTH TRUST CO LLC7,392$666K0.15%-613F-HRTimeline
National Wealth Management Group, LLC7,343$662K0.25%-3,97513F-HRTimeline
Sterling Capital Management LLC7,334$661K0.01%-5,56813F-HRTimeline
Centennial Wealth Advisory LLC7,252$653K0.16%+1,19213F-HRTimeline
Mokosak Advisory Group, LLC7,001$631K0.16%-20813F-HRTimeline
Integrated Wealth Concepts LLC6,999$631K0.01%+2,94913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,948$626K0.06%013F-HRTimeline