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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
Islet Management, LP150,000$8.99M0.46%––
Rafferty Asset Management, LLC148,920$8.93M0.06%––
Asset Management One Co.,Ltd.147,502$8.84M0.04%––
Andra AP-fonden147,500$8.84M0.19%––
Fort Washington Investment Advisors Inc145,284$8.71M0.08%––
BNP Paribas Arbitrage, SA144,282$8.65M0.02%––
Millennium Management LLC143,395$8.60M0.01%––
HRT Financial LP142,157$8.52M0.09%––
Pictet Asset Management Ltd142,015$8.52M0.01%––
Standard Life Aberdeen plc137,451$8.24M0.02%––
Natixis134,466$8.06M0.03%––
Baird Financial Group, Inc.133,012$7.97M0.02%––
Squarepoint Ops LLC127,509$7.64M0.07%––
Conning Inc.127,034$7.62M0.23%––
Korea Investment CORP124,300$7.45M0.02%––
Ci Investments Inc.120,227$7.21M0.03%––
Dorsey & Whitney Trust CO LLC118,117$7.08M0.71%––
Two Sigma Investments, LP117,229$7.03M0.02%––
Sound Income Strategies, LLC113,152$6.78M1.15%––
Duality Advisers, LP110,485$6.63M0.57%––
AMG National Trust Bank108,532$6.51M0.22%––
Nisa Investment Advisors, LLC108,218$6.49M0.04%––
Storebrand Asset Management AS107,723$6.46M0.03%––
Voya Investment Management LLC104,078$6.24M0.01%––
Royal London Asset Management Ltd103,473$6.21M0.03%––
Treasurer of the State of North Carolina99,647$5.97M0.04%––
Allianz Asset Management GmbH99,221$5.95M0.01%––
LPL Financial LLC99,167$5.95M0.01%––
DnB Asset Management AS97,127$5.82M0.04%––
Raymond James Financial Services Advisors, Inc.96,723$5.80M0.01%––
D. E. Shaw & Co., Inc.94,456$5.66M0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)94,244$5.65M0.03%––
TD Asset Management Inc92,477$5.54M0.01%––
Cinctive Capital Management LP91,624$5.49M0.35%––
Russell Investments Group, Ltd.90,641$5.45M0.01%––
Aviva PLC90,043$5.40M0.03%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund89,150$5.34M0.05%––
Comerica Bank84,366$5.29M0.03%––
AMP Capital Investors Ltd87,801$5.27M0.03%––
Robeco Institutional Asset Management B.V.86,682$5.20M0.01%––
Bridgewater Associates, LP85,696$5.14M0.05%––
Los Angeles Capital Management LLC82,880$4.97M0.02%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.81,966$4.92M0.03%––
Arizona State Retirement System79,211$4.75M0.04%––
Eaton Vance Management78,984$4.74M0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC78,450$4.70M0.03%––
American International Group, Inc.78,260$4.69M0.02%––
Janus Henderson Group PLC77,741$4.66M0.00%––
Forsta Ap-Fonden76,700$4.60M0.06%––
Xponance, Inc.76,552$4.59M0.10%––
ARGI Investment Services, LLC75,863$4.55M0.16%––
Susquehanna International Group, LLP74,111$4.44M0.01%––
Ergoteles LLC73,857$4.43M0.14%––
Iowa State Bank70,692$4.24M1.27%––
Oregon Public Employees Retirement Fund69,780$4.18M0.05%––
Meritage Portfolio Management68,854$4.13M0.28%––
Handelsbanken Fonder AB68,776$4.12M0.02%––
Natixis Advisors, L.P.68,196$4.09M0.02%––
Two Sigma Advisers, LP67,900$4.07M0.01%––
State of Michigan Retirement System66,743$4.00M0.03%––
WBI Investments65,324$3.92M0.62%––
Freestone Capital Holdings, LLC64,458$3.87M0.21%––
Unison Advisors LLC64,379$3.86M0.74%––
Healthcare of Ontario Pension Plan Trust Fund64,000$3.84M0.01%––
Cornercap Investment Counsel Inc63,613$3.81M0.43%––
ProShare Advisors LLC63,595$3.81M0.01%––
SEI Investments Co75,546$3.76M0.01%––
Advisors Asset Management, Inc.62,656$3.76M0.06%––
MetLife Investment Management60,415$3.62M0.03%––
Beacon Financial Group66,383$3.57M0.56%––
Skandinaviska Enskilda Banken AB (publ)59,428$3.56M0.02%––
State of Alaska, Department of Revenue58,728$3.52M0.04%––
NN Investment Partners Holdings N.V.58,467$3.51M0.02%––
Dai-Ichi Life Insurance Company, Ltd58,338$3.50M0.05%––
Teacher Retirement System of Texas57,724$3.46M0.02%––
Nomura Asset Management Co Ltd57,263$3.43M0.02%––
Hancock Whitney Corp56,218$3.37M0.11%––
Macquarie Group Ltd55,909$3.35M0.00%––
Alaska Permanent Fund Corp55,500$3.33M0.06%––
Regentatlantic Capital LLC55,480$3.33M0.11%––
Cambridge Investment Research Advisors, Inc.55,423$3.32M0.02%––
Hoylecohen, LLC55,384$3.32M0.34%––
Gulf International Bank (UK) Ltd54,762$3.28M0.05%––
Commonwealth Equity Services, LLC53,925$3.23M0.01%––
Old National Bancorp53,381$3.20M0.13%––
Stifel Financial Corp53,381$3.20M0.01%––
Citadel Advisors LLC52,545$3.15M0.00%––
Utah Retirement Systems52,113$3.12M0.04%––
Cubist Systematic Strategies, LLC51,330$3.08M0.04%––
BerganKDV Wealth Management, LLC50,477$3.03M0.39%––
Raymond James & Associates50,299$3.02M0.00%––
Advisor Group Holdings, Inc.49,777$2.99M0.01%––
Achmea Investment Management B.V.49,031$2.94M0.10%––
DekaBank Deutsche Girozentrale48,342$2.93M0.01%––
NewSquare Capital LLC48,468$2.91M0.38%––
Wealthfront Advisers LLC47,595$2.85M0.02%––
Dean Investment Associates, LLC46,693$2.80M0.53%––
State of Tennessee, Treasury Department45,082$2.70M0.01%––
British Columbia Investment Management Corp45,032$2.70M0.02%––
AE Wealth Management LLC44,402$2.66M0.03%––