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, Q2 2021
Institutional positions in Principal Financial Group Inc as of Jun 30, 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
- 615
- −28 vs. Q1 2021
- Shares held
- 193.5M
- +3.30M (+1.7%) vs. Q1 2021
- Total value
- $12.2B
- +$818.2M (+7.2%) vs. Q1 2021
- New holders
- 47
- 235 more added
- Sold out
- 75
- 190 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,365,318 | $1.86B | 0.05% | +140,472+0.5% | Added |
| BlackRock Inc. | 22,116,950 | $1.40B | 0.04% | +8,4070.0% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.15B | 64.48% | 00.0% | Unchanged |
| Capital Research Global Investors | 15,796,786 | $998.2M | 0.23% | −3,0510.0% | Reduced |
| State Street Corp | 13,178,859 | $832.8M | 0.04% | +401,133+3.1% | Added |
| Credit Suisse AG | 5,726,411 | $361.9M | 0.28% | +2,551,724+80.4% | Added |
| Geode Capital Management, LLC | 4,860,400 | $306.3M | 0.04% | +104,349+2.2% | Added |
| Northern Trust Corp | 4,365,953 | $275.9M | 0.05% | −147,535−3.3% | Reduced |
| Bank of New York Mellon Corp | 3,886,269 | $245.6M | 0.05% | −648,151−14.3% | Reduced |
| Dimensional Fund Advisors LP | 3,820,709 | $241.4M | 0.08% | +28,930+0.8% | Added |
| Charles Schwab Investment Management Inc | 3,427,621 | $216.6M | 0.07% | +325,235+10.5% | Added |
| Invesco Ltd. | 3,417,126 | $215.9M | 0.05% | +374,587+12.3% | Added |
| Norges Bank | 2,870,665 | $181.4M | 0.04% | −181,899−6.0% | Reduced |
| FMR LLC | 2,670,778 | $168.8M | 0.01% | +69,301+2.7% | Added |
| Wellington Management Group LLP | 1,927,245 | $121.8M | 0.02% | −1,315,181−40.6% | Reduced |
| Legal & General Group Plc | 1,872,059 | $118.3M | 0.04% | +75,143+4.2% | Added |
| Mairs & Power Inc | 1,786,126 | $112.9M | 1.12% | −443,123−19.9% | Reduced |
| Canada Pension Plan Investment Board | 1,764,900 | $111.5M | 0.13% | +1,262,900+251.6% | Added |
| Goldman Sachs Group Inc | 1,708,418 | $108.0M | 0.03% | +394,890+30.1% | Added |
| Bank of Montreal | 1,651,959 | $105.9M | 0.06% | +181,097+12.3% | Added |
| Parametric Portfolio Associates LLC | 1,405,692 | $88.8M | 0.05% | +19,658+1.4% | Added |
| Bank of America Corp | 1,400,765 | $88.5M | 0.01% | +135,619+10.7% | Added |
| Toronto Dominion Bank | 1,386,452 | $87.6M | 0.14% | +554,401+66.6% | Added |
| Old Republic International Corporation | 1,216,000 | $76.8M | 1.49% | +379,000+45.3% | Added |
| Swiss National Bank | 1,111,716 | $70.2M | 0.04% | +56,302+5.3% | Added |
| HSBC Holdings PLC | 1,084,930 | $68.5M | 0.08% | +154,968+16.7% | Added |
| UBS Asset Management Americas Inc | 1,080,063 | $68.2M | 0.03% | −40,881−3.6% | Reduced |
| Nuveen Asset Management, LLC | 1,039,105 | $65.7M | 0.02% | +46,034+4.6% | Added |
| Wells Fargo & Company | 1,021,994 | $64.6M | 0.01% | +707,650+225.1% | Added |
| Morgan Stanley | 942,516 | $59.6M | 0.01% | −30,650−3.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 880,017 | $55.6M | 0.12% | +816,017+1,275.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 850,076 | $53.7M | 0.03% | −54,528−6.0% | Reduced |
| Cambiar Investors LLC | 846,170 | $53.5M | 1.72% | +96,172+12.8% | Added |
| Barclays PLC | 812,606 | $51.3M | 0.04% | +17,263+2.2% | Added |
| Nomura Holdings Inc | 765,235 | $48.4M | 0.40% | +401,904+110.6% | Added |
| Deutsche Bank AG | 722,999 | $45.7M | 0.02% | +46,323+6.8% | Added |
| Prana Capital Management, LP | 710,161 | $44.9M | 3.06% | +76,618+12.1% | Added |
| AXA S.A. | 670,848 | $42.4M | 0.12% | +21,959+3.4% | Added |
| Millennium Management LLC | 646,819 | $40.9M | 0.05% | +503,424+351.1% | Added |
| California Public Employees Retirement System | 638,232 | $40.3M | 0.03% | −22,098−3.3% | Reduced |
| First Trust Advisors LP | 576,993 | $36.5M | 0.04% | +60,313+11.7% | Added |
| Ameriprise Financial Inc | 567,938 | $35.9M | 0.01% | −31,264−5.2% | Reduced |
| APG Asset Management N.V. | 641,564 | $34.2M | 0.06% | −7,900−1.2% | Reduced |
| Wedge Capital Management L L P | 527,692 | $33.3M | 0.41% | +22,392+4.4% | Added |
| Amundi | 514,260 | $32.5M | 0.02% | +514,260 | New |
| National Pension Service | 508,341 | $32.1M | 0.06% | +7,589+1.5% | Added |
| California State Teachers Retirement System | 497,894 | $31.5M | 0.04% | −28,376−5.4% | Reduced |
| Rhumbline Advisers | 471,867 | $29.8M | 0.04% | −21,805−4.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 449,455 | $28.4M | 0.05% | −229,738−33.8% | Reduced |
| North Star Asset Management Inc | 436,324 | $27.6M | 1.53% | +9,832+2.3% | Added |
| JPMorgan Chase & Co | 436,287 | $27.6M | 0.00% | +27,168+6.6% | Added |
| UBS Group AG | 436,106 | $27.6M | 0.01% | −45,582−9.5% | Reduced |
| Victory Capital Management Inc | 433,999 | $27.4M | 0.03% | +100,053+30.0% | Added |
| KBC Group NV | 429,971 | $27.2M | 0.10% | +10,123+2.4% | Added |
| BNP Paribas Arbitrage, SA | 425,326 | $26.9M | 0.05% | +281,044+194.8% | Added |
| LSV Asset Management | 422,929 | $26.7M | 0.05% | +8,100+2.0% | Added |
| Price T Rowe Associates Inc | 395,030 | $25.0M | 0.00% | −1,329,637−77.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 375,500 | $23.7M | 0.26% | −209,800−35.8% | Reduced |
| Schroder Investment Management Group | 373,485 | $23.6M | 0.03% | −145,419−28.0% | Reduced |
| Citigroup Inc | 366,407 | $23.2M | 0.02% | −11,845−3.1% | Reduced |
| New York State Teachers Retirement System | 362,066 | $22.9M | 0.05% | −5,253−1.4% | Reduced |
| Kempen Capital Management N.V. | 355,573 | $22.5M | 0.80% | +3,924+1.1% | Added |
| Bank of Nova Scotia | 353,446 | $22.3M | 0.04% | +77,124+27.9% | Added |
| Alliancebernstein L.P. | 347,939 | $22.0M | 0.01% | −91,849−20.9% | Reduced |
| Argent Capital Management LLC | 339,484 | $21.5M | 0.67% | −805−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 336,788 | $21.3M | 0.04% | +4,031+1.2% | Added |
| Royal Bank of Canada | 334,599 | $21.1M | 0.01% | +126,120+60.5% | Added |
| Two Sigma Investments, LP | 329,162 | $20.8M | 0.06% | +211,933+180.8% | Added |
| New York State Common Retirement Fund | 316,082 | $20.0M | 0.02% | +7,270+2.4% | Added |
| Impax Asset Management Group plc | 304,463 | $19.2M | 0.08% | +6,951+2.3% | Added |
| Principal Financial Group Inc | 293,513 | $18.5M | 0.01% | +3,097+1.1% | Added |
| Adage Capital Partners GP, L.L.C. | 278,100 | $17.6M | 0.03% | −1,600−0.6% | Reduced |
| GW Henssler & Associates Ltd | 277,083 | $17.5M | 1.15% | +30,443+12.3% | Added |
| Swedbank AB | 276,361 | $17.5M | 0.03% | +29,020+11.7% | Added |
| The PNC Financial Services Group, Inc. | 274,323 | $17.3M | 0.02% | −12,646−4.4% | Reduced |
| Prudential Financial Inc | 271,898 | $17.2M | 0.02% | −24,368−8.2% | Reduced |
| Capital Management Corp | 257,132 | $16.2M | 3.45% | −2,784−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 253,650 | $16.0M | 0.29% | −47,800−15.9% | Reduced |
| Great West Life Assurance Co | 241,193 | $15.2M | 0.03% | +2,375+1.0% | Added |
| Manufacturers Life Insurance Company, The | 238,612 | $15.1M | 0.01% | −14,122−5.6% | Reduced |
| Brandywine Global Investment Management, LLC | 234,602 | $14.8M | 0.11% | −9,526−3.9% | Reduced |
| State of Wisconsin Investment Board | 216,165 | $13.7M | 0.03% | −5,572−2.5% | Reduced |
| Janus Henderson Group PLC | 206,595 | $13.1M | 0.01% | +128,854+165.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 203,433 | $12.9M | 0.03% | −13,110−6.1% | Reduced |
| Two Sigma Advisers, LP | 199,300 | $12.6M | 0.03% | +131,400+193.5% | Added |
| Swiss Life Asset Management Ltd | 197,993 | $12.5M | 0.16% | +39,316+24.8% | Added |
| Commerce Bank | 190,238 | $12.0M | 0.09% | +4,841+2.6% | Added |
| Glenmede Trust Co NA | 182,955 | $11.6M | 0.06% | −3,885−2.1% | Reduced |
| Putnam Investments LLC | 181,911 | $11.5M | 0.02% | −8,254−4.3% | Reduced |
| Zimmer Partners, LP | 175,000 | $11.1M | 0.15% | −125,000−41.7% | Reduced |
| Guggenheim Capital LLC | 173,190 | $10.9M | 0.06% | −26,740−13.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 199,980 | $10.7M | 0.08% | +199,980 | New |
| Rafferty Asset Management, LLC | 166,988 | $10.6M | 0.07% | +18,068+12.1% | Added |
| Goelzer Investment Management, Inc. | 166,784 | $10.5M | 0.88% | +3,102+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 161,196 | $10.2M | 0.03% | −8,961−5.3% | Reduced |
| AQR Capital Management LLC | 158,657 | $9.97M | 0.02% | +153,163+2,787.8% | Added |
| Public Employees Retirement System of Ohio | 157,329 | $9.94M | 0.04% | +6,943+4.6% | Added |
| AMP Capital Investors Ltd | 157,079 | $9.92M | 0.05% | +69,278+78.9% | Added |
| Ensign Peak Advisors, Inc | 156,331 | $9.88M | 0.02% | −29,800−16.0% | Reduced |
| State of New Jersey Common Pension Fund D | 155,918 | $9.85M | 0.03% | −5,026−3.1% | Reduced |