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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 31,740 | $2.02M | 0.10% | +5,071+19.0% | Added |
| Mutual of America Capital Management LLC | 33,030 | $2.09M | 0.02% | +183+0.6% | Added |
| Private Advisor Group, LLC | 33,172 | $2.10M | 0.02% | +4,742+16.7% | Added |
| Banque Cantonale Vaudoise | 33,555 | $2.12M | 0.09% | +28,300+538.5% | Added |
| Covenant Multifamily Offices, LLC | 34,807 | $2.20M | 0.40% | +34,807 | New |
| Siemens Fonds Invest GmbH | 35,308 | $2.23M | 0.27% | −4,262−10.8% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 35,395 | $2.24M | 0.72% | −1,350−3.7% | Reduced |
| Avantax Planning Partners, Inc. | 35,678 | $2.25M | 0.11% | −1,236−3.3% | Reduced |
| MD Financial Management Inc. | 36,073 | $2.28M | 0.07% | +36,073 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 36,753 | $2.32M | 0.01% | −4,438−10.8% | Reduced |
| Cetera Investment Advisers | 37,146 | $2.35M | 0.04% | +2,736+8.0% | Added |
| Alaska Permanent Fund Corp | 38,700 | $2.44M | 0.04% | −16,800−30.3% | Reduced |
| Public Employees Retirement Association of Colorado | 39,582 | $2.50M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 39,656 | $2.51M | 0.02% | −143,320−78.3% | Reduced |
| Edmp, Inc. | 39,689 | $2.51M | 2.63% | +24+0.1% | Added |
| Envestnet Asset Management Inc | 40,294 | $2.55M | 0.00% | +4,193+11.6% | Added |
| IFM Investors Pty Ltd | 41,335 | $2.61M | 0.05% | +8,963+27.7% | Added |
| Arjuna Capital | 41,541 | $2.63M | 1.13% | +528+1.3% | Added |
| Mackay Shields LLC | 41,681 | $2.63M | 0.02% | +308+0.7% | Added |
| Employees Retirement System of Texas | 41,725 | $2.64M | 0.03% | 00.0% | Unchanged |
| Texas Permanent School Fund | 42,026 | $2.66M | 0.03% | −310−0.7% | Reduced |
| STRS Ohio | 42,690 | $2.70M | 0.01% | +4,606+12.1% | Added |
| Pinnacle Associates Ltd | 42,910 | $2.71M | 0.05% | +60.0% | Added |
| G&S Capital LLC | 43,623 | $2.76M | 1.45% | +43,623 | New |
| DekaBank Deutsche Girozentrale | 45,492 | $2.83M | 0.01% | −2,850−5.9% | Reduced |
| US Bancorp | 44,965 | $2.84M | 0.01% | +3,032+7.2% | Added |
| State of Tennessee, Treasury Department | 45,060 | $2.85M | 0.01% | −220.0% | Reduced |
| Dean Investment Associates, LLC | 47,106 | $2.98M | 0.55% | +413+0.9% | Added |
| Advisor Group Holdings, Inc. | 47,414 | $3.00M | 0.01% | −2,363−4.7% | Reduced |
| State of Alaska, Department of Revenue | 48,857 | $3.09M | 0.03% | −9,871−16.8% | Reduced |
| BerganKDV Wealth Management, LLC | 50,205 | $3.17M | 0.38% | −272−0.5% | Reduced |
| British Columbia Investment Management Corp | 50,404 | $3.19M | 0.02% | +5,372+11.9% | Added |
| Utah Retirement Systems | 51,213 | $3.24M | 0.04% | −900−1.7% | Reduced |
| Teacher Retirement System of Texas | 51,391 | $3.25M | 0.02% | −6,333−11.0% | Reduced |
| NewSquare Capital LLC | 51,380 | $3.25M | 0.38% | +2,912+6.0% | Added |
| Wealthfront Advisers LLC | 51,520 | $3.26M | 0.02% | +3,925+8.2% | Added |
| Raymond James & Associates | 53,055 | $3.35M | 0.00% | +2,756+5.5% | Added |
| Commonwealth Equity Services, LLC | 54,511 | $3.44M | 0.01% | +586+1.1% | Added |
| Gulf International Bank (UK) Ltd | 54,762 | $3.46M | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 55,190 | $3.49M | 0.11% | −1,028−1.8% | Reduced |
| Regentatlantic Capital LLC | 55,357 | $3.50M | 0.11% | −123−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 55,844 | $3.53M | 0.02% | +421+0.8% | Added |
| Stifel Financial Corp | 57,080 | $3.61M | 0.01% | +3,699+6.9% | Added |
| Hoylecohen, LLC | 57,152 | $3.61M | 0.34% | +1,768+3.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 58,154 | $3.68M | 0.02% | −1,274−2.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 58,338 | $3.69M | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 58,649 | $3.71M | 0.03% | −1,766−2.9% | Reduced |
| Old National Bancorp | 59,125 | $3.74M | 0.14% | +5,744+10.8% | Added |
| Assetmark, Inc | 59,172 | $3.74M | 0.02% | +59,115+103,710.5% | Added |
| Macquarie Group Ltd | 59,898 | $3.79M | 0.00% | +3,989+7.1% | Added |
| Cornercap Investment Counsel Inc | 61,951 | $3.92M | 0.43% | −1,662−2.6% | Reduced |
| NN Investment Partners Holdings N.V. | 62,042 | $3.92M | 0.02% | +3,575+6.1% | Added |
| Assenagon Asset Management S.A. | 62,815 | $3.97M | 0.02% | −349,033−84.7% | Reduced |
| Nomura Asset Management Co Ltd | 63,260 | $4.00M | 0.02% | +5,997+10.5% | Added |
| Beacon Financial Group | 65,546 | $4.04M | 0.58% | −837−1.3% | Reduced |
| CIBC World Markets Corp | 64,439 | $4.07M | 0.03% | −308,237−82.7% | Reduced |
| Unison Advisors LLC | 64,945 | $4.10M | 0.76% | +566+0.9% | Added |
| Freestone Capital Holdings, LLC | 65,639 | $4.15M | 0.21% | +1,181+1.8% | Added |
| State of Michigan Retirement System | 66,643 | $4.21M | 0.02% | −100−0.1% | Reduced |
| ProShare Advisors LLC | 66,984 | $4.23M | 0.01% | +3,389+5.3% | Added |
| Oregon Public Employees Retirement Fund | 68,579 | $4.33M | 0.05% | −1,201−1.7% | Reduced |
| Meritage Portfolio Management | 69,218 | $4.37M | 0.26% | +364+0.5% | Added |
| Iowa State Bank | 69,224 | $4.38M | 1.23% | −1,468−2.1% | Reduced |
| WBI Investments | 70,547 | $4.46M | 0.68% | +5,223+8.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,612 | $4.46M | 0.02% | −23,632−25.1% | Reduced |
| D. E. Shaw & Co., Inc. | 72,409 | $4.58M | 0.01% | −22,047−23.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 72,902 | $4.61M | 0.01% | −23,821−24.6% | Reduced |
| Natixis Advisors, L.P. | 73,417 | $4.64M | 0.02% | +5,221+7.7% | Added |
| Allianz Asset Management GmbH | 74,952 | $4.74M | 0.00% | −24,269−24.5% | Reduced |
| Russell Investments Group, Ltd. | 75,898 | $4.79M | 0.01% | −14,743−16.3% | Reduced |
| Ergoteles LLC | 76,687 | $4.85M | 0.11% | +2,830+3.8% | Added |
| Arizona State Retirement System | 77,054 | $4.87M | 0.04% | −2,157−2.7% | Reduced |
| American International Group, Inc. | 77,372 | $4.89M | 0.02% | −888−1.1% | Reduced |
| AE Wealth Management LLC | 77,720 | $4.91M | 0.04% | +33,318+75.0% | Added |
| ARGI Investment Services, LLC | 78,989 | $4.99M | 0.16% | +3,126+4.1% | Added |
| Cubist Systematic Strategies, LLC | 82,322 | $5.20M | 0.06% | +30,992+60.4% | Added |
| Comerica Bank | 82,048 | $5.30M | 0.03% | −2,318−2.7% | Reduced |
| Amalgamated Bank | 85,139 | $5.38M | 0.04% | +70,521+482.4% | Added |
| MUFG Securities EMEA plc | 87,000 | $5.50M | 0.06% | −413,000−82.6% | Reduced |
| Aviva PLC | 87,097 | $5.50M | 0.02% | −2,946−3.3% | Reduced |
| Handelsbanken Fonder AB | 89,314 | $5.64M | 0.03% | +20,538+29.9% | Added |
| Susquehanna International Group, LLP | 89,455 | $5.65M | 0.01% | +15,344+20.7% | Added |
| Robeco Institutional Asset Management B.V. | 90,420 | $5.71M | 0.01% | +3,738+4.3% | Added |
| Retirement Systems of Alabama | 92,536 | $5.85M | 0.02% | −577,429−86.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 93,450 | $5.91M | 0.05% | +4,300+4.8% | Added |
| Bridgewater Associates, LP | 93,511 | $5.91M | 0.04% | +7,815+9.1% | Added |
| Treasurer of the State of North Carolina | 93,537 | $5.91M | 0.03% | −6,110−6.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93,760 | $5.92M | 0.03% | +11,794+14.4% | Added |
| TD Asset Management Inc | 96,546 | $6.00M | 0.01% | +4,069+4.4% | Added |
| Nisa Investment Advisors, LLC | 97,988 | $6.19M | 0.04% | −10,230−9.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 99,366 | $6.28M | 0.60% | +91,490+1,161.6% | Added |
| LPL Financial LLC | 100,437 | $6.35M | 0.01% | +1,270+1.3% | Added |
| Forsta Ap-Fonden | 103,400 | $6.53M | 0.08% | +26,700+34.8% | Added |
| Royal London Asset Management Ltd | 103,473 | $6.54M | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 105,322 | $6.66M | 0.21% | −3,210−3.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 107,046 | $6.76M | 0.64% | −11,071−9.4% | Reduced |
| Voya Investment Management LLC | 107,449 | $6.79M | 0.01% | +3,371+3.2% | Added |
| Storebrand Asset Management AS | 107,922 | $6.82M | 0.03% | +199+0.2% | Added |
| Eaton Vance Management | 118,118 | $7.46M | 0.01% | +39,134+49.5% | Added |
| DnB Asset Management AS | 123,795 | $7.82M | 0.05% | +26,668+27.5% | Added |