Principal Financial Group Inc

PFG

Exchange: Nasdaq
Industry: Accident & Health Insurance
SEC CIK: 0001126328

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $11.4B

Institutions holding PFG and their total value by quarter
Quarter	Holders	Value
Q2 2026	961	$18.4B
Q1 2026	914	$15.2B
Q4 2025	892	$14.2B
Q3 2025	829	$13.3B
Q2 2025	814	$13.2B
Q1 2025	841	$14.2B
Q4 2024	785	$12.7B
Q3 2024	786	$14.1B
Q2 2024	796	$13.0B
Q1 2024	765	$14.4B
Q4 2023	757	$13.2B
Q3 2023	723	$12.4B
Q2 2023	731	$13.2B
Q1 2023	745	$13.4B
Q4 2022	784	$15.5B
Q3 2022	707	$13.3B
Q2 2022	691	$12.6B
Q1 2022	687	$13.8B
Q4 2021	664	$14.2B
Q3 2021	624	$12.5B
Q2 2021	615	$12.2B
Q1 2021	646	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
CIBC Asset Management Inc	23,621	$1.42M	0.01%	–	–
Twin Capital Management Inc	24,565	$1.47M	0.15%	–	–
Hohimer Wealth Management, LLC	24,904	$1.49M	0.36%	–	–
Voloridge Investment Management, LLC	25,418	$1.52M	0.01%	–	–
Kingsview Wealth Management, LLC	26,669	$1.62M	0.09%	–	–
Members Capital Advisors Inc	27,122	$1.63M	1.25%	–	–
Nissay Asset Management Corp	27,430	$1.65M	0.02%	–	–
Crossmark Global Holdings, Inc.	27,746	$1.66M	0.04%	–	–
Montag A & Associates Inc	28,162	$1.69M	0.10%	–	–
Private Advisor Group, LLC	28,430	$1.71M	0.02%	–	–
Oppenheimer Asset Management Inc.	28,632	$1.72M	0.03%	–	–
Global Retirement Partners, LLC	28,912	$1.73M	0.20%	–	–
American Century Companies Inc	29,673	$1.78M	0.00%	–	–
Sompo Asset Management Co., Ltd.	29,830	$1.79M	0.41%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	29,953	$1.79M	0.05%	–	–
Premier Asset Management LLC	30,070	$1.80M	0.32%	–	–
Hartford Investment Management Co	30,425	$1.82M	0.05%	–	–
Sunbelt Securities, Inc.	30,902	$1.85M	0.37%	–	–
Metropolitan Life Insurance Co	31,679	$1.90M	0.03%	–	–
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	31,708	$1.90M	0.02%	–	–
Columbus Macro, LLC	32,358	$1.94M	0.60%	–	–
IFM Investors Pty Ltd	32,372	$1.94M	0.05%	–	–
Mutual of America Capital Management LLC	32,847	$1.97M	0.02%	–	–
Qube Research & Technologies Ltd	33,190	$1.99M	0.03%	–	–
Cetera Investment Advisers	34,410	$2.06M	0.04%	–	–
Envestnet Asset Management Inc	36,101	$2.17M	0.00%	–	–
Pineno Levin & Ford Asset Management, Inc.	36,745	$2.20M	0.75%	–	–
AlphaCrest Capital Management LLC	36,818	$2.21M	0.12%	–	–
Avantax Planning Partners, Inc.	36,914	$2.21M	0.11%	–	–
Alberta Investment Management Corp	37,900	$2.27M	0.02%	–	–
STRS Ohio	38,084	$2.28M	0.01%	–	–
Wealth Enhancement Advisory Services, LLC	37,902	$2.34M	0.04%	–	–
Public Employees Retirement Association of Colorado	39,582	$2.37M	0.01%	–	–
Siemens Fonds Invest GmbH	39,570	$2.37M	0.23%	–	–
Paloma Partners Management Co	39,623	$2.38M	0.07%	–	–
Edmp, Inc.	39,665	$2.38M	2.52%	–	–
Brookfield Asset Management Inc.	40,090	$2.40M	0.01%	–	–
Arjuna Capital	41,013	$2.46M	1.21%	–	–
Connor, Clark & Lunn Investment Management Ltd.	41,191	$2.47M	0.01%	–	–
Mackay Shields LLC	41,373	$2.48M	0.02%	–	–
Employees Retirement System of Texas	41,725	$2.50M	0.03%	–	–
US Bancorp	41,933	$2.51M	0.01%	–	–
Texas Permanent School Fund	42,336	$2.54M	0.03%	–	–
Tower Research Capital LLC (TRC)	42,873	$2.57M	0.04%	–	–
Pinnacle Associates Ltd	42,904	$2.57M	0.05%	–	–
Jane Street Group, LLC	43,472	$2.61M	0.01%	–	–
AE Wealth Management LLC	44,402	$2.66M	0.03%	–	–
British Columbia Investment Management Corp	45,032	$2.70M	0.02%	–	–
State of Tennessee, Treasury Department	45,082	$2.70M	0.01%	–	–
Dean Investment Associates, LLC	46,693	$2.80M	0.53%	–	–
Wealthfront Advisers LLC	47,595	$2.85M	0.02%	–	–
NewSquare Capital LLC	48,468	$2.91M	0.38%	–	–
DekaBank Deutsche Girozentrale	48,342	$2.93M	0.01%	–	–
Achmea Investment Management B.V.	49,031	$2.94M	0.10%	–	–
Advisor Group Holdings, Inc.	49,777	$2.99M	0.01%	–	–
Raymond James & Associates	50,299	$3.02M	0.00%	–	–
BerganKDV Wealth Management, LLC	50,477	$3.03M	0.39%	–	–
Cubist Systematic Strategies, LLC	51,330	$3.08M	0.04%	–	–
Utah Retirement Systems	52,113	$3.12M	0.04%	–	–
Citadel Advisors LLC	52,545	$3.15M	0.00%	–	–
Stifel Financial Corp	53,381	$3.20M	0.01%	–	–
Old National Bancorp	53,381	$3.20M	0.13%	–	–
Commonwealth Equity Services, LLC	53,925	$3.23M	0.01%	–	–
Gulf International Bank (UK) Ltd	54,762	$3.28M	0.05%	–	–
Hoylecohen, LLC	55,384	$3.32M	0.34%	–	–
Cambridge Investment Research Advisors, Inc.	55,423	$3.32M	0.02%	–	–
Regentatlantic Capital LLC	55,480	$3.33M	0.11%	–	–
Alaska Permanent Fund Corp	55,500	$3.33M	0.06%	–	–
Macquarie Group Ltd	55,909	$3.35M	0.00%	–	–
Hancock Whitney Corp	56,218	$3.37M	0.11%	–	–
Nomura Asset Management Co Ltd	57,263	$3.43M	0.02%	–	–
Teacher Retirement System of Texas	57,724	$3.46M	0.02%	–	–
Dai-Ichi Life Insurance Company, Ltd	58,338	$3.50M	0.05%	–	–
NN Investment Partners Holdings N.V.	58,467	$3.51M	0.02%	–	–
State of Alaska, Department of Revenue	58,728	$3.52M	0.04%	–	–
Skandinaviska Enskilda Banken AB (publ)	59,428	$3.56M	0.02%	–	–
Beacon Financial Group	66,383	$3.57M	0.56%	–	–
MetLife Investment Management	60,415	$3.62M	0.03%	–	–
Advisors Asset Management, Inc.	62,656	$3.76M	0.06%	–	–
SEI Investments Co	75,546	$3.76M	0.01%	–	–
ProShare Advisors LLC	63,595	$3.81M	0.01%	–	–
Cornercap Investment Counsel Inc	63,613	$3.81M	0.43%	–	–
Healthcare of Ontario Pension Plan Trust Fund	64,000	$3.84M	0.01%	–	–
Unison Advisors LLC	64,379	$3.86M	0.74%	–	–
Freestone Capital Holdings, LLC	64,458	$3.87M	0.21%	–	–
WBI Investments	65,324	$3.92M	0.62%	–	–
State of Michigan Retirement System	66,743	$4.00M	0.03%	–	–
Two Sigma Advisers, LP	67,900	$4.07M	0.01%	–	–
Natixis Advisors, L.P.	68,196	$4.09M	0.02%	–	–
Handelsbanken Fonder AB	68,776	$4.12M	0.02%	–	–
Meritage Portfolio Management	68,854	$4.13M	0.28%	–	–
Oregon Public Employees Retirement Fund	69,780	$4.18M	0.05%	–	–
Iowa State Bank	70,692	$4.24M	1.27%	–	–
Ergoteles LLC	73,857	$4.43M	0.14%	–	–
Susquehanna International Group, LLP	74,111	$4.44M	0.01%	–	–
ARGI Investment Services, LLC	75,863	$4.55M	0.16%	–	–
Xponance, Inc.	76,552	$4.59M	0.10%	–	–
Forsta Ap-Fonden	76,700	$4.60M	0.06%	–	–
Janus Henderson Group PLC	77,741	$4.66M	0.00%	–	–
American International Group, Inc.	78,260	$4.69M	0.02%	–	–