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
Jane Street Group, LLC43,472$2.61M0.01%––
Pinnacle Associates Ltd42,904$2.57M0.05%––
Tower Research Capital LLC (TRC)42,873$2.57M0.04%––
Texas Permanent School Fund42,336$2.54M0.03%––
US Bancorp41,933$2.51M0.01%––
Employees Retirement System of Texas41,725$2.50M0.03%––
Mackay Shields LLC41,373$2.48M0.02%––
Connor, Clark & Lunn Investment Management Ltd.41,191$2.47M0.01%––
Arjuna Capital41,013$2.46M1.21%––
Brookfield Asset Management Inc.40,090$2.40M0.01%––
Edmp, Inc.39,665$2.38M2.52%––
Paloma Partners Management Co39,623$2.38M0.07%––
Public Employees Retirement Association of Colorado39,582$2.37M0.01%––
Siemens Fonds Invest GmbH39,570$2.37M0.23%––
Wealth Enhancement Advisory Services, LLC37,902$2.34M0.04%––
STRS Ohio38,084$2.28M0.01%––
Alberta Investment Management Corp37,900$2.27M0.02%––
Avantax Planning Partners, Inc.36,914$2.21M0.11%––
AlphaCrest Capital Management LLC36,818$2.21M0.12%––
Pineno Levin & Ford Asset Management, Inc.36,745$2.20M0.75%––
Envestnet Asset Management Inc36,101$2.17M0.00%––
Cetera Investment Advisers34,410$2.06M0.04%––
Qube Research & Technologies Ltd33,190$1.99M0.03%––
Mutual of America Capital Management LLC32,847$1.97M0.02%––
IFM Investors Pty Ltd32,372$1.94M0.05%––
Columbus Macro, LLC32,358$1.94M0.60%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys31,708$1.90M0.02%––
Metropolitan Life Insurance Co31,679$1.90M0.03%––
Sunbelt Securities, Inc.30,902$1.85M0.37%––
Hartford Investment Management Co30,425$1.82M0.05%––
Premier Asset Management LLC30,070$1.80M0.32%––
Sumitomo Mitsui DS Asset Management Company, Ltd29,953$1.79M0.05%––
Sompo Asset Management Co., Ltd.29,830$1.79M0.41%––
American Century Companies Inc29,673$1.78M0.00%––
Global Retirement Partners, LLC28,912$1.73M0.20%––
Oppenheimer Asset Management Inc.28,632$1.72M0.03%––
Private Advisor Group, LLC28,430$1.71M0.02%––
Montag A & Associates Inc28,162$1.69M0.10%––
Crossmark Global Holdings, Inc.27,746$1.66M0.04%––
Nissay Asset Management Corp27,430$1.65M0.02%––
Members Capital Advisors Inc27,122$1.63M1.25%––
Kingsview Wealth Management, LLC26,669$1.62M0.09%––
Voloridge Investment Management, LLC25,418$1.52M0.01%––
Hohimer Wealth Management, LLC24,904$1.49M0.36%––
Twin Capital Management Inc24,565$1.47M0.15%––
CIBC Asset Management Inc23,621$1.42M0.01%––
D.A. Davidson & Co.23,123$1.39M0.02%––
United Capital Financial Advisers, LLC22,760$1.36M0.01%––
Westpac Banking Corp22,728$1.36M0.02%––
Rockland Trust Co22,531$1.35M0.10%––
Mirae Asset Global Investments Co., Ltd.22,476$1.35M0.00%––
Omers Administration Corp22,100$1.32M0.02%––
USS Investment Management Ltd22,100$1.32M0.01%––
Sciencast Management LP21,556$1.32M0.26%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.21,478$1.29M0.01%––
Securian Asset Management, Inc21,411$1.28M0.03%––
Candriam Luxembourg S.C.A.26,320$1.25M0.01%––
Maryland State Retirement & Pension System20,776$1.25M0.04%––
Walleye Capital LLC20,673$1.24M0.08%––
Mork Capital Management, LLC20,500$1.23M0.94%––
South Dakota Investment Council20,237$1.21M0.02%––
Elo Mutual Pension Insurance Co19,820$1.19M0.04%––
Teachers Retirement System of the State of Kentucky19,750$1.18M0.01%––
Burney Co19,532$1.17M0.06%––
Denali Advisors LLC19,500$1.17M0.36%––
QS Investors, LLC19,005$1.14M0.01%––
Laurion Capital Management LP18,993$1.14M0.02%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management18,614$1.12M0.09%––
ING Groep NV18,303$1.10M0.02%––
PSI Advisors, LLC17,527$1.05M0.62%––
Adams Wealth Management16,883$1.01M0.47%––
Northwestern Mutual Wealth Management Co16,609$996.0K0.00%––
Creative Planning16,528$991.0K0.00%––
New Mexico Educational Retirement Board16,354$981.0K0.04%––
Panagora Asset Management Inc16,220$973.0K0.01%––
First Republic Investment Management, Inc.16,126$967.0K0.00%––
Janney Montgomery Scott LLC15,763$945.0K0.00%––
Plimoth Trust Co LLC15,743$944.0K0.28%––
Louisiana State Employees Retirement System15,700$941.0K0.02%––
Kentucky Retirement Systems15,633$937.0K0.05%––
E. Ohman J:or Asset Management AB15,500$929.4K0.03%––
Pacer Advisors, Inc.15,377$922.0K0.02%––
Trilogy Capital Inc.15,186$911.0K0.07%––
Benjamin F. Edwards & Company, Inc.15,143$908.0K0.05%––
Amalgamated Bank14,618$876.0K0.03%––
Gotham Asset Management, LLC14,539$872.0K0.04%––
Nordea Investment Management AB14,267$865.0K0.00%––
Legacy Financial Group LLC14,391$863.0K0.30%––
Verition Fund Management LLC14,265$855.0K0.02%––
Neuberger Berman Group LLC15,486$855.0K0.00%––
SG Americas Securities, LLC13,965$837.0K0.01%––
Daiwa Securities Group Inc.13,942$836.0K0.01%––
Sageworth Trust Co13,904$834.0K0.07%––
Captrust Financial Advisors13,835$830.0K0.01%––
Mackenzie Financial Corp13,658$819.0K0.00%––
Vident Investment Advisory, LLC13,517$810.0K0.03%––
IFG Advisory, LLC13,180$790.0K0.10%––
M&T Bank Corp12,966$777.0K0.00%––
Legg Mason Asset Management (Japan) Co., Ltd.12,424$745.0K0.81%––
Franklin Resources Inc12,352$740.0K0.00%––