Principal Financial Group: which funds bought and sold

Institutions that bought and sold Principal Financial Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 491 institutions that filed 13F reports for both quarters added to or opened positions in Principal Financial Group, and 321 cut or closed them. Together they added a net 201K shares, +0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 367K shares (+2.5%); index fund managers were net buyers of 268K shares (+0.4%). 100 opened a new position and 54 sold out entirely.

Bought, Q2 2026 491 institutions, 100 of them new holders Sold, Q2 2026 321 institutions, 54 of them sold out

Net change, all compared +201K shares (+0.1%)

Net change, active managers +367K shares (+2.5%), 31 bought, 20 sold

Buyers versus sellers

institutions compared, 984

491 bought 172 321 sold

Active managers and hedge funds 31 bought · 20 sold · +367K

Index fund managers 7 bought · 5 sold · +268K

Other institutions 453 bought · 296 sold · −434K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Charles Schwab Investment Management Inc Index funds	+578K +9.8%	6.5M	$701M
National Pension Service	+406K +309.1%	538K	$58M
LPL Financial LLC	+406K +55.7%	1.1M	$122M
Federated Hermes, Inc. Active manager	+391K +67.3%	973K	$105M
Caisse De Depot Et Placement Du Quebec	+391K +3548.4%	402K	$43.3M
HSBC Holdings PLC	+372K +47.7%	1.2M	$124M
Jpmorgan Chase & Co	+283K +23.8%	1.5M	$160M
American Century Companies Inc Active manager	+283K +47.8%	874K	$94.2M
BNP Paribas Asset Management Holding S.A.	+247K +48.6%	754K	$81.3M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	+245K +12.4%	2.2M	$239M
Strs Ohio	+232K +4465.3%	238K	$25.6M
Invesco Ltd.	+230K +6.5%	3.8M	$407M
Citigroup Inc	+185K +91.4%	388K	$41.8M
Wells Fargo & Company	+177K +30.6%	755K	$81.4M
Asr Vermogensbeheer N.V.	+158K +844.5%	177K	$19M
Los Angeles Capital Management LLC Active manager	+145K +13944.1%	146K	$15.7M
Gotham Asset Management, LLC Hedge fund	+134K +74.9%	312K	$33.6M
UBS Group AG	+129K +11.1%	1.3M	$140M
Federation Des Caisses Desjardins Du Quebec	+107K +277.5%	145K	$15.6M
Arrowstreet Capital, Limited Partnership Hedge fund	+97K +48.0%	299K	$32.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Federated Hermes, Inc. Active manager	+391K +67.3%	973K	$105M
American Century Companies Inc Active manager	+283K +47.8%	874K	$94.2M
Los Angeles Capital Management LLC Active manager	+145K +13944.1%	146K	$15.7M
Gotham Asset Management, LLC Hedge fund	+134K +74.9%	312K	$33.6M
Arrowstreet Capital, Limited Partnership Hedge fund	+97K +48.0%	299K	$32.2M
O'Shaughnessy Asset Management, LLC Active manager	+52K +12.4%	469K	$50.5M
Tudor Investment Corp Et Al Hedge fund	+48K New position	48K	$5.1M
Acadian Asset Management LLC Active manager	+39K +21.1%	226K	$24.4M
Jupiter Asset Management Ltd Active manager	+33K New position	33K	$3.6M
Victory Capital Management Inc Active manager	+31K +4.3%	759K	$81.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Bank Of America Corp	−1.9M −21.9%	6.9M	$742M
First Trust Advisors LP	−413K −74.3%	143K	$15.4M
Blackrock, Inc. Index funds	−308K −1.5%	20.0M	$2.2B
Amundi	−256K −22.3%	895K	$96.5M
Two Sigma Investments, LP Hedge fund	−254K −83.4%	51K	$5.4M
Goldman Sachs Group Inc	−254K −9.2%	2.5M	$269M
Teacher Retirement System Of Texas	−228K −50.6%	223K	$24M
Bridgewater Associates, LP Hedge fund	−205K −92.8%	16K	$1.7M
Canada Pension Plan Investment Board	−170K Sold out	0	—
Australiansuper Pty Ltd	−168K −17.9%	769K	$82.9M
Legal & General Group PLC	−165K −9.7%	1.5M	$165M
Deutsche Bank Ag\	−152K −11.0%	1.2M	$133M
AQR Capital Management LLC Hedge fund	−142K −5.8%	2.3M	$250M
Fort Washington Investment Advisors Inc	−140K −34.3%	268K	$28.9M
Trust Point Inc.	−131K −35.5%	238K	$25.7M
SG Americas Securities, LLC	−102K −31.3%	225K	$24.2M
Mediolanum International Funds Ltd	−97K −84.0%	19K	$2M
Eurizon Capital Sgr S.P.A.	−95K −24.8%	288K	$31M
Tredje Ap-Fonden	−94K Sold out	0	—
Assenagon Asset Management S.A.	−93K −88.3%	12K	$1.3M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−254K −83.4%	51K	$5.4M
Bridgewater Associates, LP Hedge fund	−205K −92.8%	16K	$1.7M
AQR Capital Management LLC Hedge fund	−142K −5.8%	2.3M	$250M
Interval Partners, LP Hedge fund	−88K Sold out	0	—
FMR LLC Active manager	−81K −14.9%	463K	$49.9M
Marshall Wace, LLP Hedge fund	−64K −62.7%	38K	$4.1M
Alliancebernstein L.P. Active manager	−60K −22.9%	203K	$18.3M
Wedge Capital Management L L P Active manager	−43K −11.1%	347K	$37.4M
Mairs & Power Inc Active manager	−29K −17.5%	135K	$14.6M
Lazard Asset Management LLC Active manager	−21K −40.2%	31K	$3.3M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Chase Investment Counsel Corp	69K	$7.4M
Tudor Investment Corp Et AlHedge fund	48K	$5.1M
Jupiter Asset Management LtdActive manager	33K	$3.6M
Peak6 LLC	32K	$3.4M
Millennium Management LLCHedge fund	24K	$2.6M
HRT Financial LP	20K	$2.2M
Neo Ivy Capital Management	16K	$1.7M
Stance Capital LLC	16K	$1.7M
Bayview Asset Management, LLC	14K	$1.5M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	13K	$1.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Canada Pension Plan Investment Board	170K	$15.3M
Tredje Ap-Fonden	94K	$8.4M
Interval Partners, LPHedge fund	88K	$7.9M
Holocene Advisors, LPHedge fund	19K	$1.7M
Summittx Capital, L.P.	17K	$1.5M
United Super Pty Ltd In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund	17K	$1.5M
Impact Partnership Wealth, LLC	16K	$1.4M
Redwood Investment Management, LLC	12K	$1M
Board Of The Pension Protection Fund	10K	$919,122
Brevan Howard Capital Management LPHedge fund	10K	$910,471

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 944
Ten largest holders: 60.0%
Index fund managers: 42.4%
Active managers and hedge funds: 8.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	31	20	11	5	+367K	+2.5%
Index fund managers	7	5	0	0	+268K	+0.4%
Other institutions	453	296	89	49	−434K	−0.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Principal Financial Group.

Only managers that filed a holdings report for both quarters are compared (984 here). 33 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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