PFG — PRINCIPAL FINANCIAL GROUP INCToday's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
7
all time
Members · 12m
2
2 buys · 2 sells · by trade date
Latest filing
07-21
2026-07-21
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
2
13F holders
629
top 500 listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 7Institutional 500

Congress · disclosure timeline

By trade date · 24 months · 5 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in PFG

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).
Members disclosing PFG in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

2 members

Congressional disclosures

Newest filed firstAll 7 rows ↗
Latest congressional filings mentioning PFG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2020-05-07Dean Phillips D–MN-3BUYTraded 04-02 +35d$1K–$15K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 03-18 +29d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of PFG for quarter 2026-03-31, 1–25 of 629 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$1.8B1
derived ·§ EDGAR ↗
2VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
derived ·§ EDGAR ↗
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
derived ·§ EDGAR ↗
4STATE STREET CORP$917M1
derived ·§ EDGAR ↗
5BANK OF AMERICA CORP /DE/$795M1
derived ·§ EDGAR ↗
6Capital World Investors$543M1
derived ·§ EDGAR ↗
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$534M1
derived ·§ EDGAR ↗
8DIMENSIONAL FUND ADVISORS LP$350M1
derived ·§ EDGAR ↗
9Invesco Ltd.$319M1
derived ·§ EDGAR ↗
10NORTHERN TRUST CORP$300M1
derived ·§ EDGAR ↗
11MORGAN STANLEY$271M1
derived ·§ EDGAR ↗
12AQR CAPITAL MANAGEMENT LLC$221M1
derived ·§ EDGAR ↗
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$178M1
derived ·§ EDGAR ↗
14Legal & General Group Plc$153M1
derived ·§ EDGAR ↗
15DEUTSCHE BANK AG\$125M1
derived ·§ EDGAR ↗
16UBS Group AG$105M1
derived ·§ EDGAR ↗
17Amundi$104M1
derived ·§ EDGAR ↗
18VANGUARD FIDUCIARY TRUST CO$102M1
derived ·§ EDGAR ↗
19AustralianSuper Pty Ltd$84.5M1
derived ·§ EDGAR ↗
20ROYAL BANK OF CANADA$79.1M1
derived ·§ EDGAR ↗
21HSBC HOLDINGS PLC$70.4M1
derived ·§ EDGAR ↗
22LPL Financial LLC$65.6M1
derived ·§ EDGAR ↗
23VICTORY CAPITAL MANAGEMENT INC$65.6M1
derived ·§ EDGAR ↗
24BARCLAYS PLC$65.4M1
derived ·§ EDGAR ↗
25Swiss National Bank$58.1M1
derived ·§ EDGAR ↗
Show the top 500 of 629 holders
Truncated by Public Filings. Top 500 of 629 holders shown; the rest are on EDGAR. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · PFG

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $16.1M held
Trimming
1 Bridgewater Associates $19.9M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · PRINCIPAL FINANCIAL GROUP IN

Merged timeline of congressional filings and notable-manager moves on PFG
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+169,688 sh
2026-05-15Bridgewater Associates 13FTRIM−254,565 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.