Barclays PLC Lowers Stake in Principal Financial Group

Institutional investor reduces holdings in financial services company by 15.1%

Mar. 10, 2026 at 7:03am

Barclays PLC has lowered its holdings in shares of Principal Financial Group, Inc. (NYSE:PFG) by 15.1% during the third quarter, according to the company's latest Form 13F filing with the Securities and Exchange Commission (SEC). Barclays now owns 669,856 shares of the company's stock, valued at around $55.54 million.

Why it matters

This filing provides insight into the investment strategies of major institutional investors like Barclays and how they are adjusting their portfolios in response to market conditions and their outlook on specific companies like Principal Financial Group.

The details

According to the 13F filing, Barclays sold 119,004 shares of Principal Financial Group during the third quarter, reducing its total stake in the company to 669,856 shares. This represents around 0.30% ownership of the company's outstanding shares. Principal Financial Group is a global financial services firm that provides retirement, investment management, and insurance solutions.

  • Barclays lowered its holdings in Principal Financial Group during the third quarter of 2026.

The players

Barclays PLC

A multinational investment bank and financial services company headquartered in London, England.

Principal Financial Group, Inc.

A global financial services company headquartered in Des Moines, Iowa that provides retirement, investment management, and insurance solutions.

Got photos? Submit your photos here. ›

The takeaway

This filing shows how large institutional investors like Barclays are actively managing their portfolios and adjusting their positions in companies like Principal Financial Group based on their investment strategies and market outlook.