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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
Independent Advisor Alliance8,356$501.0K0.03%––
Acropolis Investment Management, LLC8,367$502.0K0.05%––
Simplex Trading, LLC8,417$504.0K0.03%––
Gilbert & Cook, Inc.8,409$504.0K0.10%––
Carret Asset Management, LLC8,500$510.0K0.06%––
Geneos Wealth Management Inc.8,102$517.0K0.01%––
ExodusPoint Capital Management, LP8,647$518.0K0.01%––
Steward Partners Investment Advisory, LLC8,662$519.4K0.01%––
Acadian Asset Management LLC8,840$530.0K0.00%––
Seeyond8,862$531.0K0.05%––
Illinois Municipal Retirement Fund8,880$532.0K0.02%––
Martin Capital Partners, LLC9,115$547.0K0.29%––
Cigna Investments Inc9,231$553.0K0.04%––
IBM Retirement Fund9,280$556.0K0.04%––
Truist Financial Corp9,590$575.0K0.00%––
LS Investment Advisors, LLC9,624$577.0K0.03%––
First Hawaiian Bank9,748$585.0K0.03%––
Obermeyer Wood Investment Counsel, LLLP9,898$593.0K0.04%––
World Asset Management Inc9,394$600.0K0.05%––
Community Capital Management, Inc.10,000$600.0K0.66%––
Mariner, LLC10,026$601.0K0.00%––
Livforsakringsbolaget Skandia, Omsesidigt10,141$608.0K0.04%––
Ontario Teachers Pension Plan Board10,184$611.0K0.01%––
United Services Automobile Association10,204$611.0K0.01%––
HighTower Advisors, LLC10,173$611.0K0.00%––
Holderness Investments Co10,361$621.0K0.22%––
Holocene Advisors, LP10,501$630.0K0.00%––
Allstate Corp10,629$637.0K0.02%––
Horizon Investments, LLC10,616$637.0K0.02%––
Quantitative Systematic Strategies LLC10,696$641.0K0.10%––
Ausdal Financial Partners, Inc.10,738$644.0K0.11%––
Foster Group, Inc.10,750$645.0K0.10%––
Capital Advisory Group Advisory Services, LLC10,949$657.0K0.26%––
Thrivent Financial for Lutherans11,055$663.0K0.00%––
Agf Investments Inc.11,054$663.0K0.01%––
McDonald Partners LLC11,126$667.0K0.17%––
BP PLC11,171$670.0K0.02%––
Everence Capital Management Inc11,170$670.0K0.06%––
Wolverine Trading, LLC11,318$686.0K0.01%––
Northwestern Mutual Investment Management Company, LLC11,494$689.0K0.01%––
Colony Group LLC11,668$700.0K0.01%––
Shelton Capital Management11,776$706.0K0.02%––
Advisor Partners LLC12,158$729.0K0.05%––
Ethic Inc.12,183$731.0K0.13%––
Kestra Advisory Services, LLC12,198$731.0K0.01%––
Benin Management CORP12,300$738.0K0.26%––
Franklin Resources Inc12,352$740.0K0.00%––
Legg Mason Asset Management (Japan) Co., Ltd.12,424$745.0K0.81%––
M&T Bank Corp12,966$777.0K0.00%––
IFG Advisory, LLC13,180$790.0K0.10%––
Vident Investment Advisory, LLC13,517$810.0K0.03%––
Mackenzie Financial Corp13,658$819.0K0.00%––
Captrust Financial Advisors13,835$830.0K0.01%––
Sageworth Trust Co13,904$834.0K0.07%––
Daiwa Securities Group Inc.13,942$836.0K0.01%––
SG Americas Securities, LLC13,965$837.0K0.01%––
Verition Fund Management LLC14,265$855.0K0.02%––
Neuberger Berman Group LLC15,486$855.0K0.00%––
Legacy Financial Group LLC14,391$863.0K0.30%––
Nordea Investment Management AB14,267$865.0K0.00%––
Gotham Asset Management, LLC14,539$872.0K0.04%––
Amalgamated Bank14,618$876.0K0.03%––
Benjamin F. Edwards & Company, Inc.15,143$908.0K0.05%––
Trilogy Capital Inc.15,186$911.0K0.07%––
Pacer Advisors, Inc.15,377$922.0K0.02%––
E. Ohman J:or Asset Management AB15,500$929.4K0.03%––
Kentucky Retirement Systems15,633$937.0K0.05%––
Louisiana State Employees Retirement System15,700$941.0K0.02%––
Plimoth Trust Co LLC15,743$944.0K0.28%––
Janney Montgomery Scott LLC15,763$945.0K0.00%––
First Republic Investment Management, Inc.16,126$967.0K0.00%––
Panagora Asset Management Inc16,220$973.0K0.01%––
New Mexico Educational Retirement Board16,354$981.0K0.04%––
Creative Planning16,528$991.0K0.00%––
Northwestern Mutual Wealth Management Co16,609$996.0K0.00%––
Adams Wealth Management16,883$1.01M0.47%––
PSI Advisors, LLC17,527$1.05M0.62%––
ING Groep NV18,303$1.10M0.02%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management18,614$1.12M0.09%––
Laurion Capital Management LP18,993$1.14M0.02%––
QS Investors, LLC19,005$1.14M0.01%––
Denali Advisors LLC19,500$1.17M0.36%––
Burney Co19,532$1.17M0.06%––
Teachers Retirement System of the State of Kentucky19,750$1.18M0.01%––
Elo Mutual Pension Insurance Co19,820$1.19M0.04%––
South Dakota Investment Council20,237$1.21M0.02%––
Mork Capital Management, LLC20,500$1.23M0.94%––
Walleye Capital LLC20,673$1.24M0.08%––
Maryland State Retirement & Pension System20,776$1.25M0.04%––
Candriam Luxembourg S.C.A.26,320$1.25M0.01%––
Securian Asset Management, Inc21,411$1.28M0.03%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.21,478$1.29M0.01%––
Sciencast Management LP21,556$1.32M0.26%––
Omers Administration Corp22,100$1.32M0.02%––
USS Investment Management Ltd22,100$1.32M0.01%––
Mirae Asset Global Investments Co., Ltd.22,476$1.35M0.00%––
Rockland Trust Co22,531$1.35M0.10%––
Westpac Banking Corp22,728$1.36M0.02%––
United Capital Financial Advisers, LLC22,760$1.36M0.01%––
D.A. Davidson & Co.23,123$1.39M0.02%––