Principal Financial Group Inc
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+1.68%
vs ±5.9% implied · ×0.29
shaded = implied · ▲▼ = realized
Fund move
Fund move
No thesis.
Principal Financial Group Inc
111.64
No implied move.
No implied move.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $2.2B | 11.78% | −1.51% | |
| 2 | Nippon Life InsuranceNippon Life Insurance | $2.0B | 10.67% | 0.00% | |
| 3 | Vanguard Capital ManagementVanguardindex-like | $1.5B | 7.93% | +0.04% | |
| 4 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $1.2B | 6.63% | +0.01% | |
| 5 | State StreetState Streetindex-like | $1.1B | 6.04% | +0.84% | |
| 6 | Bank of AmericaBank of America | $742.0M | 4.05% | −21.95% | |
| 7 | Charles Schwab Investment ManagementCharles Schwabindex-like | $700.8M | 3.83% | +9.76% | |
| 8 | Capital World InvestorsCapital World Investors | $651.0M | 3.55% | +0.22% | |
| 9 | Geode Capital ManagementGeodeindex-like | $610.0M | 3.33% | +0.37% | |
| 10 | Dimensional Fund AdvisorsDimensional | $422.9M | 2.31% | +0.95% | |
| 11 | InvescoInvesco | $406.5M | 2.22% | new | |
| 12 | Northern TrustNorthern Trustindex-like | $350.3M | 1.91% | −2.52% | |
| 13 | Morgan StanleyMorgan Stanley | $322.1M | 1.76% | −0.60% | |
| 14 | Goldman Sachs GroupGoldman Sachs | $269.5M | 1.47% | −9.23% | |
| 15 | AQR Capital ManagementAQR | $249.5M | 1.36% | −5.77% | |
| 16 | UBS Asset Management AmericasUBS Asset Management Americas | $238.9M | 1.30% | +12.40% | |
| 17 | Norges BankNorges Bankindex-like | $217.1M | 1.19% | — | |
| 18 | Legal & General GroupLegal & General | $164.8M | 0.90% | −9.74% | |
| 19 | JPMorgan ChaseJPMorgan Chase | $159.8M | 0.87% | new | |
| 20 | UBS GroupUBS | $139.7M | 0.76% | +11.09% | |
| 21 | Deutsche Bank AG\Deutsche Bank AG\ | $132.7M | 0.72% | −10.99% | |
| 22 | Bank of New York MellonBank of New York Mellonindex-like | $124.4M | 0.68% | −3.07% | |
| 23 | Hsbc HoldingsHsbc | $124.3M | 0.68% | +47.69% | |
| 24 | LPL FinancialLPL Financial | $122.2M | 0.67% | +55.68% | |
| 25 | Vanguard Fiduciary TrustVanguard Fiduciary Trustindex-like | $120.8M | 0.66% | new |
958 managers report $18.3B of Principal Financial on form 13F for the quarter ended Jun 30 '26. 31 of them hold 80% of it; BlackRock is largest at 11.78%.
Expected move
No implied move.