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Principal Financial Group Inc

PFG
Exchange
Nasdaq
Industry
Accident & Health Insurance
SEC CIK
0001126328

No open-market purchases or sales by Principal Financial Group Inc insiders were filed in the last 90 days; 961 institutions reported holding it in 13F filings for Q2 2026, worth $18.4B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Principal Financial Group Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
646
No complete 13F data for Q4 2020
Shares held
190.9M
No complete 13F data for Q4 2020
Total value
$11.4B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 646 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ1 2021: $11.4B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$11.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PFG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc29,224,846$1.75B0.05%––
BlackRock Inc.22,108,543$1.33B0.04%––
Nippon Life Insurance Co18,137,000$1.09B66.30%––
Capital Research Global Investors15,799,837$947.4M0.23%––
State Street Corp12,777,726$766.2M0.04%––
Geode Capital Management, LLC4,756,051$284.5M0.04%––
Bank of New York Mellon Corp4,534,420$271.9M0.06%––
Northern Trust Corp4,513,488$270.6M0.05%––
Dimensional Fund Advisors LP3,791,779$227.4M0.08%––
Wellington Management Group LLP3,242,426$194.4M0.03%––
Credit Suisse AG3,174,687$190.4M0.14%––
Charles Schwab Investment Management Inc3,102,386$186.0M0.07%––
Norges Bank3,052,564$183.0M0.04%––
Invesco Ltd.3,042,539$182.4M0.05%––
FMR LLC2,601,477$156.0M0.01%––
Mairs & Power Inc2,229,249$133.7M1.40%––
Legal & General Group Plc1,796,916$107.7M0.04%––
Price T Rowe Associates Inc1,724,667$103.4M0.01%––
Bank of Montreal1,470,862$90.3M0.06%––
Parametric Portfolio Associates LLC1,386,034$83.1M0.05%––
Goldman Sachs Group Inc1,313,528$78.8M0.02%––
Bank of America Corp1,265,146$75.9M0.01%––
UBS Asset Management Americas Inc1,120,944$67.2M0.03%––
Swiss National Bank1,055,414$63.3M0.04%––
Nuveen Asset Management, LLC993,071$59.5M0.02%––
Morgan Stanley973,166$58.4M0.01%––
HSBC Holdings PLC929,962$55.9M0.07%––
Sumitomo Mitsui Trust Holdings, Inc.904,604$54.2M0.03%––
Old Republic International Corporation837,000$50.2M1.19%––
Toronto Dominion Bank832,051$49.9M0.09%––
Barclays PLC795,343$47.7M0.05%––
Cambiar Investors LLC749,998$45.0M1.57%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main679,193$40.7M0.08%––
Deutsche Bank AG676,676$40.6M0.02%––
Retirement Systems of Alabama669,965$40.2M0.15%––
California Public Employees Retirement System660,330$39.6M0.03%––
AXA S.A.648,889$38.9M0.12%––
Prana Capital Management, LP633,543$38.0M3.11%––
Ameriprise Financial Inc599,202$35.9M0.01%––
Amundi Asset Management US, Inc.598,961$35.9M0.03%––
Schonfeld Strategic Advisors LLC585,300$35.1M0.47%––
APG Asset Management N.V.649,464$33.1M0.06%––
California State Teachers Retirement System526,270$31.6M0.04%––
Schroder Investment Management Group518,904$31.1M0.04%––
First Trust Advisors LP516,680$31.0M0.04%––
Wedge Capital Management L L P505,300$30.3M0.36%––
Canada Pension Plan Investment Board502,000$30.1M0.04%––
National Pension Service500,752$30.0M0.06%––
MUFG Securities EMEA plc500,000$30.0M0.26%––
Rhumbline Advisers493,672$29.6M0.04%––
UBS Group AG481,688$28.9M0.01%––
Alliancebernstein L.P.439,788$26.4M0.01%––
North Star Asset Management Inc426,492$25.6M1.53%––
KBC Group NV419,848$25.2M0.10%––
LSV Asset Management414,829$24.9M0.04%––
Assenagon Asset Management S.A.411,848$24.7M0.13%––
JPMorgan Chase & Co409,119$24.5M0.00%––
Caisse de Depot Et Placement du Quebec408,830$24.5M0.06%––
Citigroup Inc378,252$22.7M0.02%––
CIBC World Markets Corp372,676$22.3M0.14%––
New York State Teachers Retirement System367,319$22.0M0.05%––
Nomura Holdings Inc363,331$21.8M0.16%––
Kempen Capital Management N.V.351,649$21.1M0.97%––
Argent Capital Management LLC340,289$20.4M0.68%––
Victory Capital Management Inc333,946$20.0M0.02%––
State Board of Administration of Florida Retirement System332,757$20.0M0.04%––
Wells Fargo & Company314,344$18.8M0.00%––
New York State Common Retirement Fund308,812$18.5M0.02%––
Bridgeway Capital Management, LLC301,450$18.1M0.34%––
Zimmer Partners, LP300,000$18.0M0.25%––
Impax Asset Management Group plc297,512$17.8M0.09%––
Prudential Financial Inc296,266$17.8M0.03%––
Principal Financial Group Inc290,416$17.4M0.01%––
The PNC Financial Services Group, Inc.286,969$17.2M0.02%––
Adage Capital Partners GP, L.L.C.279,700$16.8M0.03%––
Bank of Nova Scotia276,322$16.6M0.03%––
Capital Management Corp259,916$15.6M3.48%––
Manufacturers Life Insurance Company, The252,734$15.2M0.01%––
Swedbank AB247,341$14.8M0.03%––
GW Henssler & Associates Ltd246,640$14.8M1.06%––
Brandywine Global Investment Management, LLC244,128$14.6M0.11%––
Gillson Capital LP238,130$14.3M1.20%––
Great West Life Assurance Co238,818$14.2M0.03%––
State of Wisconsin Investment Board221,737$13.3M0.03%––
Interval Partners, LP211,339$12.7M0.83%––
Mitsubishi UFJ Trust & Banking Corp216,543$12.6M0.03%––
Royal Bank of Canada208,479$12.5M0.00%––
Guggenheim Capital LLC199,930$12.0M0.08%––
Putnam Investments LLC190,165$11.4M0.02%––
Glenmede Trust Co NA186,840$11.2M0.06%––
Ensign Peak Advisors, Inc186,131$11.2M0.02%––
Commerce Bank185,397$11.1M0.08%––
Mount Lucas Management LP185,152$11.1M3.27%––
Public Sector Pension Investment Board182,976$11.0M0.07%––
Prudential PLC179,900$10.8M0.07%––
Chevy Chase Trust Holdings, Inc.170,157$10.2M0.04%––
Goelzer Investment Management, Inc.163,682$9.81M0.86%––
State of New Jersey Common Pension Fund D160,944$9.65M0.03%––
Swiss Life Asset Management Ltd158,677$9.51M0.14%––
Public Employees Retirement System of Ohio150,386$9.02M0.04%––