Follow-The-Filings

Security

PFG

Principal Financial Group In · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 1 exit max 0.2% (Mairs & Power Inc.)

owners 14
max % 0.2%
tracked value $3B
qoq A 3 R 7 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Mairs & Power Inc. 2026 Q1 0.2% Reduce -0.03 pp 163,884 $15M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add -0.01 pp 2,456,733 $221M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -0.06 pp 220,922 $20M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.05 pp 178,451 $16M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 26,969,104 $2.4B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 3,098,015 $273M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 262,337 $23M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% 200 $22M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.05 pp 102,158 $9M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 60,605 $5M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 54,881 $5M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 11,656 $1M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 2,953 $266 hist
Ancora Advisors LLC 2026 Q1 0.0% 334 $30 hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 128,297 $11M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
10-Q 10-Q
8-K 2.02,9.01
8-K 7.01
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $13.67B $16.13B $15.63B
Gross profit
Gross margin
Net income $623.2M $1.57B $1.19B
Net margin * 4.6% 9.7% 7.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets
Total non-current assets
Total assets $305.05B $313.66B $341.38B
Total current liabilities
Total non-current liabilities
Total equity $10.92B $11.09B $11.88B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.79B $4.6B $4.54B
Cash from investing -$1.35B -$5.4B -$4.14B
Cash from financing -$2.59B $300.3M -$181.8M
Net change in cash -$140.3M -$495.8M $219.1M

ownership over time

filing count by report period · click a bar for that quarter’s holders