Principal Financial Group — Institutional Ownership
Which tracked institutions hold PFG, and how they changed the position last quarter. Latest holdings as of Sep 30, 2026. Source: SEC 13-F filings.
10
Funds holding
$169178699
Total value held
Buying
4 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | $124372452 | 1153947 | -36606 | -3.07% |
| 2 | Adams Diversified Equity Fund, Inc. | $23410836 | 209100 | — | Held |
| 3 | Ameriprise Financial Inc | $15766596 | 146285 | +146285 | NEW BUY |
| 4 | Zions Bancorporation, National Association /Ut/ | $3474181 | 32234 | +32234 | NEW BUY |
| 5 | West Bancorporation Inc | $1262535 | 11714 | +1104 | +10.41% |
| 6 | Allstate Corp | $377122 | 3499 | -10515 | -75.03% |
| 7 | Nicolet Bankshares Inc | $343064 | 3183 | — | Held |
| 8 | City Holding Co | $107928 | 964 | — | Held |
| 9 | First Horizon Corp | $63914 | 593 | +593 | NEW BUY |
| 10 | Valley National Bancorp | $71 | 1365 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.