PFG PRINCIPAL FINANCIAL GROUP
2026Q2 · CUSIP 74251V102 · Sector: Financials
Net holder growth ranks near the top of the market
927 funds held PFG at the end of 2026Q2, up 24 from the quarter before. That is stronger buying than 86.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $15.5B(YoY -2.0%), the P/E is 16.0x, return on equity is 13.2%. PFG has had 25 buying rushes in its history, and the price moved +2.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.
How many funds owned it, quarter by quarter
Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.
What happened after each past buying rush 25 times in its history
| Quarter of the rush | How unusual then | Price, next 3 months | Price, next 6 months |
|---|---|---|---|
| 2026Q2 | Top 20% | — | — |
| 2026Q1 | Top 20% | +10.8% | — |
| 2025Q4 | Top 10% | -0.3% | +12.6% |
| 2025Q1 | Top 5% | +0.6% | -2.4% |
| 2024Q2 | Top 10% | +10.7% | +12.4% |
| 2023Q4 | Top 20% | +6.6% | +7.3% |
| 2022Q4 | Top 5% | -18.7% | -22.9% |
| 2022Q3 | Top 20% | -9.2% | -1.3% |
These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.
Show all the numbers (large funds, value held, options…) ▾ Collapse ▴
These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.
8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.
Fundamentals
Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable
P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden
As of 2026-03-31 · SEC filings (XBRL)
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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.