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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.

Q2 2021 vs. Q1 2021

How the institutions holding Principal Financial Group Inc changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of PFG: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders6463615−28
Shares190.9M607.6K193.5M+3.30M (+1.7%)
Value$11.4B$36.4M$12.2B+$818.2M (+7.2%)

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Principal Financial Group Inc at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to PFG in Q2 2021
InstitutionSharesValue% of portfolio
Amundi514,260$32.5M0.02%
Mn Services Vermogensbeheer B.V.199,980$10.7M0.08%
Capitolis Advisors LLC129,785$8.20M0.10%
G&S Capital LLC43,623$2.76M1.45%
MD Financial Management Inc.36,073$2.28M0.07%
Covenant Multifamily Offices, LLC34,807$2.20M0.40%
M&G Investment Management Ltd22,409$1.41M0.01%
Old Mission Capital LLC20,023$1.26M0.05%
Bellwether Advisors, LLC15,747$995.0K0.34%
Zurich Insurance Group Ltd15,700$992.0K0.01%
Trexquant Investment LP11,412$721.0K0.06%
Blueshift Asset Management, LLC10,305$651.0K0.04%
Chicago Trust Co NA9,000$569.0K0.13%
Barings LLC6,334$400.0K0.01%
Maven Securities LTD6,329$400.0K0.04%
Burns Matteson Capital Management, LLC6,224$393.3K0.31%
Pendal Group Limited6,003$379.0K0.00%
Mirabella Financial Services LLP5,945$376.0K0.07%
Wealthstar Advisors, LLC4,397$277.0K0.11%
Advisory Services Network, LLC4,341$274.0K0.01%
Brown Advisory Inc4,141$261.0K0.00%
Beacon Pointe Advisors, LLC3,948$249.0K0.01%
Buckingham Strategic Wealth, LLC3,885$245.0K0.01%
Blair William & Co3,540$224.0K0.00%
Cresset Asset Management, LLC3,438$217.0K0.00%
Centennial Wealth Advisory LLC3,293$208.0K0.13%
Equitable Holdings, Inc.3,249$205.0K0.00%
Cetera Advisors LLC3,206$203.0K0.00%
Deseret Mutual Benefit Administrators3,097$196.0K0.05%
PGGM Investments2,858$181.0K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,733$110.0K0.00%
Pinebridge Investments, L.P.1,555$98.0K0.00%
tru Independence LLC769$48.0K0.01%
Clean Yield Group659$42.0K0.02%
BBVA USA514$32.0K0.00%
C M Bidwell & Associates Ltd504$32.0K0.02%
SRS Capital Advisors, Inc.471$30.0K0.00%
Ford Financial Group, LLC365$23.0K0.01%
Joseph P. Lucia & Associates, LLC305$19.0K0.01%
Spectrum Management Group, LLC188$12.0K0.00%
Lake Point Wealth Management189$12.0K0.01%
Gradient Investments LLC138$9.00K0.00%
Altshuler Shaham Ltd109$7.00K0.00%
FormulaFolio Investments, LLC92$6.00K0.00%
Eagle Bay Advisors LLC87$6.00K0.00%
Isthmus Partners, LLC79$5.00K0.00%
WestEnd Advisors, LLC–$1890.00%

Sold out (75)

Institutions that held Principal Financial Group Inc at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of PFG in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Caisse de Depot Et Placement du Quebec408,830$24.5M
Gillson Capital LP238,130$14.3M
Mount Lucas Management LP185,152$11.1M
Prudential PLC179,900$10.8M
Islet Management, LP150,000$8.99M
HRT Financial LP142,157$8.52M
Duality Advisers, LP110,485$6.63M
Cinctive Capital Management LP91,624$5.49M
Los Angeles Capital Management LLC82,880$4.97M
SEI Investments Co75,546$3.76M
Citadel Advisors LLC52,545$3.15M
Brookfield Asset Management Inc.40,090$2.40M
Wealth Enhancement Advisory Services, LLC37,902$2.34M
Alberta Investment Management Corp37,900$2.27M
Qube Research & Technologies Ltd33,190$1.99M
Members Capital Advisors Inc27,122$1.63M
Voloridge Investment Management, LLC25,418$1.52M
Omers Administration Corp22,100$1.32M
Sciencast Management LP21,556$1.32M
Walleye Capital LLC20,673$1.24M
Laurion Capital Management LP18,993$1.14M
Legacy Financial Group LLC14,391$863.0K
IFG Advisory, LLC13,180$790.0K
Wolverine Trading, LLC11,318$686.0K
Agf Investments Inc.11,054$663.0K
Quantitative Systematic Strategies LLC10,696$641.0K
Horizon Investments, LLC10,616$637.0K
Holocene Advisors, LP10,501$630.0K
LS Investment Advisors, LLC9,624$577.0K
Acadian Asset Management LLC8,840$530.0K
ExodusPoint Capital Management, LP8,647$518.0K
XTX Topco Ltd8,177$490.0K
Echo Street Capital Management LLC7,913$474.0K
Marshall Wace, LLP7,521$451.0K
Marshall Wace North America L.P.7,305$438.0K
Sowell Financial Services LLC6,447$429.0K
Group One Trading, L.P.6,562$393.0K
AlphaCentric Advisors LLC6,283$377.0K
Magnetar Financial LLC6,097$366.0K
Neo Ivy Capital Management5,942$356.0K
Wealthspire Advisors, LLC5,869$352.0K
Parallax Volatility Advisers, L.P.5,424$325.0K
Capital Bank & Trust Co4,876$292.0K
Wexford Capital LP4,500$270.0K
Precision Wealth Strategies, LLC4,493$269.0K
Two Sigma Securities, LLC4,021$241.0K
Veriti Management LLC3,963$238.0K
Institute for Wealth Management, LLC.3,685$221.0K
Sigma Planning Corp3,627$218.0K
Versor Investments LP3,533$212.0K
Ziegler Capital Management, LLC3,520$211.0K
Quantbot Technologies LP3,518$210.0K
Hunter Associates Investment Management LLC3,435$206.0K
International Assets Investment Management, LLC2,932$159.0K
FORA Capital, LLC2,343$140.0K
Fortis Advisors, LLC2,055$123.0K
Valeo Financial Advisors, LLC1,572$94.0K
Laffer Tengler Investments1,392$83.5K
First Quadrant L P1,244$75.0K
Loomis Sayles & Co L P496$30.0K
RMR Wealth Builders506$30.0K
Wealthcare Advisory Partners LLC429$26.0K
Eudaimonia Partners, LLC415$25.0K
McCarthy Grittinger Financial Group, LLC410$24.6K
Country Trust Bank184$11.0K
Sun Life Financial INC149$9.00K
Certified Advisory Corp117$7.00K
Independence Bank of Kentucky100$6.00K
Seven Springs Wealth Group, LLC100$6.00K
Spire Wealth Management100$6.00K
Meridian Wealth Partners, LLC80$5.00K
Wealthcare Capital Management LLC63$4.00K
Hanson & Doremus Investment Management35$2.00K
MPS Loria Financial Planners, LLC26$1.00K
FIL Ltd6$0

Not filed for Q2 2021 yet (3)

Institutions that held Principal Financial Group Inc at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.598,961$35.9M
Wolff Financial Management LLC7,815$469.0K
CSat Investment Advisory, L.P.858$51.0K