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 |
|---|---|---|---|---|---|
| Allstate Corp | 9,550 | $603.0K | 0.02% | −1,079−10.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,821 | $621.0K | 0.01% | +1,159+13.4% | Added |
| Acropolis Investment Management, LLC | 9,868 | $624.0K | 0.06% | +1,501+17.9% | Added |
| Truist Financial Corp | 9,905 | $626.0K | 0.00% | +315+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,949 | $629.0K | 0.00% | −11,529−53.7% | Reduced |
| United Services Automobile Association | 10,204 | $645.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 10,266 | $649.0K | 0.00% | +240+2.4% | Added |
| Blueshift Asset Management, LLC | 10,305 | $651.0K | 0.04% | +10,305 | New |
| Holderness Investments Co | 10,361 | $655.0K | 0.22% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,401 | $657.0K | 0.72% | −2,023−16.3% | Reduced |
| HighTower Advisors, LLC | 10,492 | $661.0K | 0.00% | +319+3.1% | Added |
| Ausdal Financial Partners, Inc. | 10,740 | $679.0K | 0.10% | +20.0% | Added |
| Cetera Advisor Networks LLC | 10,873 | $687.0K | 0.01% | +3,841+54.6% | Added |
| Colony Group LLC | 10,919 | $690.0K | 0.01% | −749−6.4% | Reduced |
| Thrivent Financial for Lutherans | 11,091 | $701.0K | 0.00% | +36+0.3% | Added |
| JustInvest LLC | 11,087 | $701.0K | 0.07% | +6,308+132.0% | Added |
| McDonald Partners LLC | 11,126 | $703.0K | 0.17% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,170 | $706.0K | 0.06% | 00.0% | Unchanged |
| Trexquant Investment LP | 11,412 | $721.0K | 0.06% | +11,412 | New |
| Northwestern Mutual Investment Management Company, LLC | 11,487 | $726.0K | 0.01% | −7−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,689 | $738.0K | 0.00% | −4,920−29.6% | Reduced |
| Shelton Capital Management | 11,776 | $744.0K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 11,795 | $745.0K | 0.19% | +7,208+157.1% | Added |
| Natixis | 11,889 | $751.0K | 0.00% | −122,577−91.2% | Reduced |
| Franklin Resources Inc | 11,939 | $754.0K | 0.00% | −413−3.3% | Reduced |
| Advisor Partners LLC | 12,138 | $767.0K | 0.05% | −20−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 12,300 | $777.2K | 0.02% | −3,200−20.6% | Reduced |
| GWM Advisors LLC | 12,347 | $780.0K | 0.02% | +4,399+55.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,741 | $805.0K | 0.05% | +2,600+25.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,882 | $814.0K | 0.30% | +1,933+17.7% | Added |
| M&T Bank Corp | 12,981 | $821.0K | 0.00% | +15+0.1% | Added |
| Sageworth Trust Co | 13,904 | $879.0K | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 15,317 | $886.0K | 0.00% | −169−1.1% | Reduced |
| Nordea Investment Management AB | 14,141 | $894.0K | 0.00% | −126−0.9% | Reduced |
| Xponance, Inc. | 14,374 | $908.0K | 0.02% | −62,178−81.2% | Reduced |
| Captrust Financial Advisors | 14,367 | $908.0K | 0.01% | +532+3.8% | Added |
| Seven Eight Capital, LP | 14,510 | $917.0K | 0.13% | +5,834+67.2% | Added |
| Daiwa Securities Group Inc. | 14,589 | $922.0K | 0.01% | +647+4.6% | Added |
| Kentucky Retirement Systems | 14,731 | $931.0K | 0.04% | −902−5.8% | Reduced |
| Plimoth Trust Co LLC | 15,023 | $949.0K | 0.27% | −720−4.6% | Reduced |
| Jane Street Group, LLC | 15,047 | $951.0K | 0.00% | −28,425−65.4% | Reduced |
| Foster Group, Inc. | 15,331 | $969.0K | 0.11% | +4,581+42.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,365 | $971.0K | 0.05% | +222+1.5% | Added |
| Creative Planning | 15,407 | $974.0K | 0.00% | −1,121−6.8% | Reduced |
| Veritable, L.P. | 15,469 | $977.0K | 0.02% | +8,655+127.0% | Added |
| PSI Advisors, LLC | 15,527 | $981.0K | 0.52% | −2,000−11.4% | Reduced |
| Panagora Asset Management Inc | 15,519 | $981.0K | 0.01% | −701−4.3% | Reduced |
| Zurich Insurance Group Ltd | 15,700 | $992.0K | 0.01% | +15,700 | New |
| Trilogy Capital Inc. | 15,911 | $994.0K | 0.07% | +725+4.8% | Added |
| Bellwether Advisors, LLC | 15,747 | $995.0K | 0.34% | +15,747 | New |
| Louisiana State Employees Retirement System | 15,800 | $998.0K | 0.02% | +100+0.6% | Added |
| Janney Montgomery Scott LLC | 15,837 | $1.00M | 0.00% | +74+0.5% | Added |
| Pacer Advisors, Inc. | 16,109 | $1.02M | 0.01% | +732+4.8% | Added |
| Adams Wealth Management | 16,185 | $1.02M | 0.44% | −698−4.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,300 | $1.03M | 0.21% | −13,530−45.4% | Reduced |
| New Mexico Educational Retirement Board | 16,954 | $1.07M | 0.04% | +600+3.7% | Added |
| Ethic Inc. | 16,985 | $1.07M | 0.13% | +4,802+39.4% | Added |
| Community Capital Management, Inc. | 17,000 | $1.07M | 1.09% | +7,000+70.0% | Added |
| South Dakota Investment Council | 17,287 | $1.09M | 0.02% | −2,950−14.6% | Reduced |
| Premier Asset Management LLC | 17,835 | $1.13M | 0.17% | −12,235−40.7% | Reduced |
| First Republic Investment Management, Inc. | 18,118 | $1.15M | 0.00% | +1,992+12.4% | Added |
| D.A. Davidson & Co. | 18,263 | $1.15M | 0.01% | −4,860−21.0% | Reduced |
| Resources Investment Advisors, LLC. | 18,334 | $1.16M | 0.05% | +13,300+264.2% | Added |
| Mackenzie Financial Corp | 19,079 | $1.21M | 0.00% | +5,421+39.7% | Added |
| Elo Mutual Pension Insurance Co | 19,298 | $1.22M | 0.04% | −522−2.6% | Reduced |
| Rockland Trust Co | 19,365 | $1.22M | 0.08% | −3,166−14.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,750 | $1.25M | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 19,797 | $1.25M | 0.04% | +6,280+46.5% | Added |
| Old Mission Capital LLC | 20,023 | $1.26M | 0.05% | +20,023 | New |
| QS Investors, LLC | 20,212 | $1.28M | 0.02% | +1,207+6.4% | Added |
| Achmea Investment Management B.V. | 20,292 | $1.28M | 0.04% | −28,739−58.6% | Reduced |
| Maryland State Retirement & Pension System | 20,776 | $1.28M | 0.04% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 20,500 | $1.29M | 0.93% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,006 | $1.33M | 0.08% | +2,392+12.9% | Added |
| Securian Asset Management, Inc | 21,287 | $1.34M | 0.03% | −124−0.6% | Reduced |
| Burney Co | 21,354 | $1.35M | 0.06% | +1,822+9.3% | Added |
| United Capital Financial Advisers, LLC | 21,715 | $1.37M | 0.01% | −1,045−4.6% | Reduced |
| USS Investment Management Ltd | 22,100 | $1.40M | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 22,294 | $1.41M | 0.02% | +3,991+21.8% | Added |
| M&G Investment Management Ltd | 22,409 | $1.41M | 0.01% | +22,409 | New |
| CIBC Asset Management Inc | 23,620 | $1.49M | 0.01% | −10.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,156 | $1.53M | 0.00% | +1,680+7.5% | Added |
| Westpac Banking Corp | 24,673 | $1.56M | 0.02% | +1,945+8.6% | Added |
| Montag A & Associates Inc | 25,162 | $1.59M | 0.08% | −3,000−10.7% | Reduced |
| Twin Capital Management Inc | 25,385 | $1.60M | 0.15% | +820+3.3% | Added |
| Hohimer Wealth Management, LLC | 25,419 | $1.61M | 0.33% | +515+2.1% | Added |
| AlphaCrest Capital Management LLC | 26,356 | $1.67M | 0.07% | −10,462−28.4% | Reduced |
| Nissay Asset Management Corp | 26,739 | $1.69M | 0.01% | −691−2.5% | Reduced |
| American Century Companies Inc | 26,911 | $1.70M | 0.00% | −2,762−9.3% | Reduced |
| Oppenheimer Asset Management Inc. | 26,940 | $1.70M | 0.02% | −1,692−5.9% | Reduced |
| Crossmark Global Holdings, Inc. | 28,087 | $1.77M | 0.04% | +341+1.2% | Added |
| Candriam Luxembourg S.C.A. | 28,483 | $1.80M | 0.01% | +2,163+8.2% | Added |
| Sunbelt Securities, Inc. | 29,702 | $1.81M | 0.33% | −1,200−3.9% | Reduced |
| Global Retirement Partners, LLC | 28,752 | $1.82M | 0.19% | −160−0.6% | Reduced |
| Hartford Investment Management Co | 29,607 | $1.87M | 0.05% | −818−2.7% | Reduced |
| Leelyn Smith, LLC | 30,123 | $1.90M | 0.56% | +29,889+12,773.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,417 | $1.92M | 0.05% | +464+1.5% | Added |
| Metropolitan Life Insurance Co | 31,087 | $1.96M | 0.03% | −592−1.9% | Reduced |
| Columbus Macro, LLC | 31,312 | $1.98M | 0.62% | −1,046−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,695 | $2.00M | 0.02% | −130.0% | Reduced |