Skip to main content

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
Wedge Capital Management L L P505,300$30.3M0.36%––
First Trust Advisors LP516,680$31.0M0.04%––
Schroder Investment Management Group518,904$31.1M0.04%––
California State Teachers Retirement System526,270$31.6M0.04%––
APG Asset Management N.V.649,464$33.1M0.06%––
Schonfeld Strategic Advisors LLC585,300$35.1M0.47%––
Amundi Asset Management US, Inc.598,961$35.9M0.03%––
Ameriprise Financial Inc599,202$35.9M0.01%––
Prana Capital Management, LP633,543$38.0M3.11%––
AXA S.A.648,889$38.9M0.12%––
California Public Employees Retirement System660,330$39.6M0.03%––
Retirement Systems of Alabama669,965$40.2M0.15%––
Deutsche Bank AG676,676$40.6M0.02%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main679,193$40.7M0.08%––
Cambiar Investors LLC749,998$45.0M1.57%––
Barclays PLC795,343$47.7M0.05%––
Toronto Dominion Bank832,051$49.9M0.09%––
Old Republic International Corporation837,000$50.2M1.19%––
Sumitomo Mitsui Trust Holdings, Inc.904,604$54.2M0.03%––
HSBC Holdings PLC929,962$55.9M0.07%––
Morgan Stanley973,166$58.4M0.01%––
Nuveen Asset Management, LLC993,071$59.5M0.02%––
Swiss National Bank1,055,414$63.3M0.04%––
UBS Asset Management Americas Inc1,120,944$67.2M0.03%––
Bank of America Corp1,265,146$75.9M0.01%––
Goldman Sachs Group Inc1,313,528$78.8M0.02%––
Parametric Portfolio Associates LLC1,386,034$83.1M0.05%––
Bank of Montreal1,470,862$90.3M0.06%––
Price T Rowe Associates Inc1,724,667$103.4M0.01%––
Legal & General Group Plc1,796,916$107.7M0.04%––
Mairs & Power Inc2,229,249$133.7M1.40%––
FMR LLC2,601,477$156.0M0.01%––
Invesco Ltd.3,042,539$182.4M0.05%––
Norges Bank3,052,564$183.0M0.04%––
Charles Schwab Investment Management Inc3,102,386$186.0M0.07%––
Credit Suisse AG3,174,687$190.4M0.14%––
Wellington Management Group LLP3,242,426$194.4M0.03%––
Dimensional Fund Advisors LP3,791,779$227.4M0.08%––
Northern Trust Corp4,513,488$270.6M0.05%––
Bank of New York Mellon Corp4,534,420$271.9M0.06%––
Geode Capital Management, LLC4,756,051$284.5M0.04%––
State Street Corp12,777,726$766.2M0.04%––
Capital Research Global Investors15,799,837$947.4M0.23%––
Nippon Life Insurance Co18,137,000$1.09B66.30%––
BlackRock Inc.22,108,543$1.33B0.04%––
Vanguard Group Inc29,224,846$1.75B0.05%––