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Principal Financial (NYSE: PFG) 13F: $187.2B Reported Holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

Principal Financial Group, Inc. (Principal) filed a Form 13F (combination report) signed 04-28-2026 by Jill Hittner. The filing lists 4,452 reported holdings entries across included managers and a Form 13F Information Table value total of $187,242,031,350. The report aggregates holdings across five other included managers.

Positive

  • None.

Negative

  • None.
Form 13F Information Table Entries 4,452 entries Form 13F Information Table entry total
Form 13F Information Table Value Total $187,242,031,350 Aggregate reported market value in the Form 13F Information Table
Number of Other Included Managers 5 managers Listed on the Form 13F summary page
Signing Date 04-28-2026 Signature date by Jill Hittner certifying the filing
Form 13F regulatory
"Form 13F Information Table Value Total: 187,242,031,350"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
13F Combination Report regulatory
"13F COMBINATION REPORT. (Check here if a portion of the holdings"
Form 13F Information Table regulatory
"Form 13F Information Table Entry Total: 4,452"

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 03-31-2026
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: PRINCIPAL FINANCIAL GROUP INC
Address: 711 HIGH STREET
DES MOINES, IA 50392
Form 13F File Number: 028-10106
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Jill Hittner
Title: Chief Financial Officer, Principal Global Investors, LLC
Phone: 515-248-2153
Signature, Place, and Date of Signing:
/s/Jill Hittner Des Moines, IA 04-28-2026
[Signature] [City, State] [Date]
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
Spectrum Asset Management, Inc. 028-11300 000300463 801-30405 0001318293
PRINCIPAL SECURITIES, INC. 028-23623 000001137 801-54949 0000012600
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 5
Form 13F Information Table Entry Total: 4,452
Form 13F Information Table Value Total: 187,242,031,350
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
1 PRINCIPAL GLOBAL INVESTORS 028-01549 000109002 801-55959 0000769734
2 PRINCIPAL REAL ESTATE INVESTORS LLC 028-10400 000109008 801-55618 0001218333
3 PRINCIPAL LIFE INSURANCE CO 028-00793 0000009712
4 PRINCIPAL FINANCIAL SERVICES INC 028-10107 0001094589
5 DELAWARE CHARTER GUARANTEE & TRUST CO 028-22671 0001280529

FAQ

What does Principal Financial's Form 13F disclose for PFG?

The filing discloses aggregated institutional holdings across included managers totaling $187,242,031,350. It lists 4,452 separate holdings entries and identifies five other included managers that contribute to the combined report.

Who signed Principal Financial's 13F and when was it signed?

The Form 13F was signed by Jill Hittner, Chief Financial Officer, on 04-28-2026. Her signature certifies that the report is true, correct, and complete as submitted on behalf of the reporting manager.

How many other managers are included in Principal's 13F filing?

The report lists 5 other included managers by name and Form 13F file number. These managers are combined with Principal's filings to produce the consolidated holdings table and the reported value total.

What is the scale of assets reported in the Form 13F value total?

The Form 13F Information Table value total is reported as $187,242,031,350, which represents the aggregated market value of the holdings reported in the table across the included managers.