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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
Grantham, Mayo, Van Otterloo & Co. LLC78,450$4.70M0.03%––
Eaton Vance Management78,984$4.74M0.01%––
Arizona State Retirement System79,211$4.75M0.04%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.81,966$4.92M0.03%––
Los Angeles Capital Management LLC82,880$4.97M0.02%––
Bridgewater Associates, LP85,696$5.14M0.05%––
Robeco Institutional Asset Management B.V.86,682$5.20M0.01%––
AMP Capital Investors Ltd87,801$5.27M0.03%––
Comerica Bank84,366$5.29M0.03%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund89,150$5.34M0.05%––
Aviva PLC90,043$5.40M0.03%––
Russell Investments Group, Ltd.90,641$5.45M0.01%––
Cinctive Capital Management LP91,624$5.49M0.35%––
TD Asset Management Inc92,477$5.54M0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)94,244$5.65M0.03%––
D. E. Shaw & Co., Inc.94,456$5.66M0.01%––
Raymond James Financial Services Advisors, Inc.96,723$5.80M0.01%––
DnB Asset Management AS97,127$5.82M0.04%––
LPL Financial LLC99,167$5.95M0.01%––
Allianz Asset Management GmbH99,221$5.95M0.01%––
Treasurer of the State of North Carolina99,647$5.97M0.04%––
Royal London Asset Management Ltd103,473$6.21M0.03%––
Voya Investment Management LLC104,078$6.24M0.01%––
Storebrand Asset Management AS107,723$6.46M0.03%––
Nisa Investment Advisors, LLC108,218$6.49M0.04%––
AMG National Trust Bank108,532$6.51M0.22%––
Duality Advisers, LP110,485$6.63M0.57%––
Sound Income Strategies, LLC113,152$6.78M1.15%––
Two Sigma Investments, LP117,229$7.03M0.02%––
Dorsey & Whitney Trust CO LLC118,117$7.08M0.71%––
Ci Investments Inc.120,227$7.21M0.03%––
Korea Investment CORP124,300$7.45M0.02%––
Conning Inc.127,034$7.62M0.23%––
Squarepoint Ops LLC127,509$7.64M0.07%––
Baird Financial Group, Inc.133,012$7.97M0.02%––
Natixis134,466$8.06M0.03%––
Standard Life Aberdeen plc137,451$8.24M0.02%––
Pictet Asset Management Ltd142,015$8.52M0.01%––
HRT Financial LP142,157$8.52M0.09%––
Millennium Management LLC143,395$8.60M0.01%––
BNP Paribas Arbitrage, SA144,282$8.65M0.02%––
Fort Washington Investment Advisors Inc145,284$8.71M0.08%––
Asset Management One Co.,Ltd.147,502$8.84M0.04%––
Andra AP-fonden147,500$8.84M0.19%––
Rafferty Asset Management, LLC148,920$8.93M0.06%––
Islet Management, LP150,000$8.99M0.46%––
Public Employees Retirement System of Ohio150,386$9.02M0.04%––
Swiss Life Asset Management Ltd158,677$9.51M0.14%––
State of New Jersey Common Pension Fund D160,944$9.65M0.03%––
Goelzer Investment Management, Inc.163,682$9.81M0.86%––
Chevy Chase Trust Holdings, Inc.170,157$10.2M0.04%––
Prudential PLC179,900$10.8M0.07%––
Public Sector Pension Investment Board182,976$11.0M0.07%––
Mount Lucas Management LP185,152$11.1M3.27%––
Commerce Bank185,397$11.1M0.08%––
Ensign Peak Advisors, Inc186,131$11.2M0.02%––
Glenmede Trust Co NA186,840$11.2M0.06%––
Putnam Investments LLC190,165$11.4M0.02%––
Guggenheim Capital LLC199,930$12.0M0.08%––
Royal Bank of Canada208,479$12.5M0.00%––
Mitsubishi UFJ Trust & Banking Corp216,543$12.6M0.03%––
Interval Partners, LP211,339$12.7M0.83%––
State of Wisconsin Investment Board221,737$13.3M0.03%––
Great West Life Assurance Co238,818$14.2M0.03%––
Gillson Capital LP238,130$14.3M1.20%––
Brandywine Global Investment Management, LLC244,128$14.6M0.11%––
GW Henssler & Associates Ltd246,640$14.8M1.06%––
Swedbank AB247,341$14.8M0.03%––
Manufacturers Life Insurance Company, The252,734$15.2M0.01%––
Capital Management Corp259,916$15.6M3.48%––
Bank of Nova Scotia276,322$16.6M0.03%––
Adage Capital Partners GP, L.L.C.279,700$16.8M0.03%––
The PNC Financial Services Group, Inc.286,969$17.2M0.02%––
Principal Financial Group Inc290,416$17.4M0.01%––
Prudential Financial Inc296,266$17.8M0.03%––
Impax Asset Management Group plc297,512$17.8M0.09%––
Zimmer Partners, LP300,000$18.0M0.25%––
Bridgeway Capital Management, LLC301,450$18.1M0.34%––
New York State Common Retirement Fund308,812$18.5M0.02%––
Wells Fargo & Company314,344$18.8M0.00%––
State Board of Administration of Florida Retirement System332,757$20.0M0.04%––
Victory Capital Management Inc333,946$20.0M0.02%––
Argent Capital Management LLC340,289$20.4M0.68%––
Kempen Capital Management N.V.351,649$21.1M0.97%––
Nomura Holdings Inc363,331$21.8M0.16%––
New York State Teachers Retirement System367,319$22.0M0.05%––
CIBC World Markets Corp372,676$22.3M0.14%––
Citigroup Inc378,252$22.7M0.02%––
Caisse de Depot Et Placement du Quebec408,830$24.5M0.06%––
JPMorgan Chase & Co409,119$24.5M0.00%––
Assenagon Asset Management S.A.411,848$24.7M0.13%––
LSV Asset Management414,829$24.9M0.04%––
KBC Group NV419,848$25.2M0.10%––
North Star Asset Management Inc426,492$25.6M1.53%––
Alliancebernstein L.P.439,788$26.4M0.01%––
UBS Group AG481,688$28.9M0.01%––
Rhumbline Advisers493,672$29.6M0.04%––
MUFG Securities EMEA plc500,000$30.0M0.26%––
National Pension Service500,752$30.0M0.06%––
Canada Pension Plan Investment Board502,000$30.1M0.04%––