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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 125,317 | $7.92M | 1.14% | +12,165+10.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 126,479 | $7.99M | 0.04% | +48,029+61.2% | Added |
| Asset Management One Co.,Ltd. | 127,866 | $8.08M | 0.03% | −19,636−13.3% | Reduced |
| Capitolis Advisors LLC | 129,785 | $8.20M | 0.10% | +129,785 | New |
| Andra AP-fonden | 132,800 | $8.39M | 0.17% | −14,700−10.0% | Reduced |
| Baird Financial Group, Inc. | 133,763 | $8.45M | 0.02% | +751+0.6% | Added |
| Conning Inc. | 137,506 | $8.69M | 0.25% | +10,472+8.2% | Added |
| Ci Investments Inc. | 137,958 | $8.72M | 0.03% | +17,731+14.7% | Added |
| Standard Life Aberdeen plc | 138,343 | $8.74M | 0.02% | +892+0.6% | Added |
| Pictet Asset Management Ltd | 138,950 | $8.78M | 0.01% | −3,065−2.2% | Reduced |
| Interval Partners, LP | 139,520 | $8.82M | 0.53% | −71,819−34.0% | Reduced |
| Man Group plc | 140,863 | $8.90M | 0.03% | +133,064+1,706.2% | Added |
| Fort Washington Investment Advisors Inc | 145,222 | $9.18M | 0.08% | −620.0% | Reduced |
| Korea Investment CORP | 149,400 | $9.44M | 0.03% | +25,100+20.2% | Added |
| State of New Jersey Common Pension Fund D | 155,918 | $9.85M | 0.03% | −5,026−3.1% | Reduced |
| Ensign Peak Advisors, Inc | 156,331 | $9.88M | 0.02% | −29,800−16.0% | Reduced |
| AMP Capital Investors Ltd | 157,079 | $9.92M | 0.05% | +69,278+78.9% | Added |
| Public Employees Retirement System of Ohio | 157,329 | $9.94M | 0.04% | +6,943+4.6% | Added |
| AQR Capital Management LLC | 158,657 | $9.97M | 0.02% | +153,163+2,787.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 161,196 | $10.2M | 0.03% | −8,961−5.3% | Reduced |
| Goelzer Investment Management, Inc. | 166,784 | $10.5M | 0.88% | +3,102+1.9% | Added |
| Rafferty Asset Management, LLC | 166,988 | $10.6M | 0.07% | +18,068+12.1% | Added |
| Mn Services Vermogensbeheer B.V. | 199,980 | $10.7M | 0.08% | +199,980 | New |
| Guggenheim Capital LLC | 173,190 | $10.9M | 0.06% | −26,740−13.4% | Reduced |
| Zimmer Partners, LP | 175,000 | $11.1M | 0.15% | −125,000−41.7% | Reduced |
| Putnam Investments LLC | 181,911 | $11.5M | 0.02% | −8,254−4.3% | Reduced |
| Glenmede Trust Co NA | 182,955 | $11.6M | 0.06% | −3,885−2.1% | Reduced |
| Commerce Bank | 190,238 | $12.0M | 0.09% | +4,841+2.6% | Added |
| Swiss Life Asset Management Ltd | 197,993 | $12.5M | 0.16% | +39,316+24.8% | Added |
| Two Sigma Advisers, LP | 199,300 | $12.6M | 0.03% | +131,400+193.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 203,433 | $12.9M | 0.03% | −13,110−6.1% | Reduced |
| Janus Henderson Group PLC | 206,595 | $13.1M | 0.01% | +128,854+165.7% | Added |
| State of Wisconsin Investment Board | 216,165 | $13.7M | 0.03% | −5,572−2.5% | Reduced |
| Brandywine Global Investment Management, LLC | 234,602 | $14.8M | 0.11% | −9,526−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 238,612 | $15.1M | 0.01% | −14,122−5.6% | Reduced |
| Great West Life Assurance Co | 241,193 | $15.2M | 0.03% | +2,375+1.0% | Added |
| Bridgeway Capital Management, LLC | 253,650 | $16.0M | 0.29% | −47,800−15.9% | Reduced |
| Capital Management Corp | 257,132 | $16.2M | 3.45% | −2,784−1.1% | Reduced |
| Prudential Financial Inc | 271,898 | $17.2M | 0.02% | −24,368−8.2% | Reduced |
| The PNC Financial Services Group, Inc. | 274,323 | $17.3M | 0.02% | −12,646−4.4% | Reduced |
| Swedbank AB | 276,361 | $17.5M | 0.03% | +29,020+11.7% | Added |
| GW Henssler & Associates Ltd | 277,083 | $17.5M | 1.15% | +30,443+12.3% | Added |
| Adage Capital Partners GP, L.L.C. | 278,100 | $17.6M | 0.03% | −1,600−0.6% | Reduced |
| Principal Financial Group Inc | 293,513 | $18.5M | 0.01% | +3,097+1.1% | Added |
| Impax Asset Management Group plc | 304,463 | $19.2M | 0.08% | +6,951+2.3% | Added |
| New York State Common Retirement Fund | 316,082 | $20.0M | 0.02% | +7,270+2.4% | Added |
| Two Sigma Investments, LP | 329,162 | $20.8M | 0.06% | +211,933+180.8% | Added |
| Royal Bank of Canada | 334,599 | $21.1M | 0.01% | +126,120+60.5% | Added |
| State Board of Administration of Florida Retirement System | 336,788 | $21.3M | 0.04% | +4,031+1.2% | Added |
| Argent Capital Management LLC | 339,484 | $21.5M | 0.67% | −805−0.2% | Reduced |
| Alliancebernstein L.P. | 347,939 | $22.0M | 0.01% | −91,849−20.9% | Reduced |
| Bank of Nova Scotia | 353,446 | $22.3M | 0.04% | +77,124+27.9% | Added |
| Kempen Capital Management N.V. | 355,573 | $22.5M | 0.80% | +3,924+1.1% | Added |
| New York State Teachers Retirement System | 362,066 | $22.9M | 0.05% | −5,253−1.4% | Reduced |
| Citigroup Inc | 366,407 | $23.2M | 0.02% | −11,845−3.1% | Reduced |
| Schroder Investment Management Group | 373,485 | $23.6M | 0.03% | −145,419−28.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 375,500 | $23.7M | 0.26% | −209,800−35.8% | Reduced |
| Price T Rowe Associates Inc | 395,030 | $25.0M | 0.00% | −1,329,637−77.1% | Reduced |
| LSV Asset Management | 422,929 | $26.7M | 0.05% | +8,100+2.0% | Added |
| BNP Paribas Arbitrage, SA | 425,326 | $26.9M | 0.05% | +281,044+194.8% | Added |
| KBC Group NV | 429,971 | $27.2M | 0.10% | +10,123+2.4% | Added |
| Victory Capital Management Inc | 433,999 | $27.4M | 0.03% | +100,053+30.0% | Added |
| UBS Group AG | 436,106 | $27.6M | 0.01% | −45,582−9.5% | Reduced |
| JPMorgan Chase & Co | 436,287 | $27.6M | 0.00% | +27,168+6.6% | Added |
| North Star Asset Management Inc | 436,324 | $27.6M | 1.53% | +9,832+2.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 449,455 | $28.4M | 0.05% | −229,738−33.8% | Reduced |
| Rhumbline Advisers | 471,867 | $29.8M | 0.04% | −21,805−4.4% | Reduced |
| California State Teachers Retirement System | 497,894 | $31.5M | 0.04% | −28,376−5.4% | Reduced |
| National Pension Service | 508,341 | $32.1M | 0.06% | +7,589+1.5% | Added |
| Amundi | 514,260 | $32.5M | 0.02% | +514,260 | New |
| Wedge Capital Management L L P | 527,692 | $33.3M | 0.41% | +22,392+4.4% | Added |
| APG Asset Management N.V. | 641,564 | $34.2M | 0.06% | −7,900−1.2% | Reduced |
| Ameriprise Financial Inc | 567,938 | $35.9M | 0.01% | −31,264−5.2% | Reduced |
| First Trust Advisors LP | 576,993 | $36.5M | 0.04% | +60,313+11.7% | Added |
| California Public Employees Retirement System | 638,232 | $40.3M | 0.03% | −22,098−3.3% | Reduced |
| Millennium Management LLC | 646,819 | $40.9M | 0.05% | +503,424+351.1% | Added |
| AXA S.A. | 670,848 | $42.4M | 0.12% | +21,959+3.4% | Added |
| Prana Capital Management, LP | 710,161 | $44.9M | 3.06% | +76,618+12.1% | Added |
| Deutsche Bank AG | 722,999 | $45.7M | 0.02% | +46,323+6.8% | Added |
| Nomura Holdings Inc | 765,235 | $48.4M | 0.40% | +401,904+110.6% | Added |
| Barclays PLC | 812,606 | $51.3M | 0.04% | +17,263+2.2% | Added |
| Cambiar Investors LLC | 846,170 | $53.5M | 1.72% | +96,172+12.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 850,076 | $53.7M | 0.03% | −54,528−6.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 880,017 | $55.6M | 0.12% | +816,017+1,275.0% | Added |
| Morgan Stanley | 942,516 | $59.6M | 0.01% | −30,650−3.1% | Reduced |
| Wells Fargo & Company | 1,021,994 | $64.6M | 0.01% | +707,650+225.1% | Added |
| Nuveen Asset Management, LLC | 1,039,105 | $65.7M | 0.02% | +46,034+4.6% | Added |
| UBS Asset Management Americas Inc | 1,080,063 | $68.2M | 0.03% | −40,881−3.6% | Reduced |
| HSBC Holdings PLC | 1,084,930 | $68.5M | 0.08% | +154,968+16.7% | Added |
| Swiss National Bank | 1,111,716 | $70.2M | 0.04% | +56,302+5.3% | Added |
| Old Republic International Corporation | 1,216,000 | $76.8M | 1.49% | +379,000+45.3% | Added |
| Toronto Dominion Bank | 1,386,452 | $87.6M | 0.14% | +554,401+66.6% | Added |
| Bank of America Corp | 1,400,765 | $88.5M | 0.01% | +135,619+10.7% | Added |
| Parametric Portfolio Associates LLC | 1,405,692 | $88.8M | 0.05% | +19,658+1.4% | Added |
| Bank of Montreal | 1,651,959 | $105.9M | 0.06% | +181,097+12.3% | Added |
| Goldman Sachs Group Inc | 1,708,418 | $108.0M | 0.03% | +394,890+30.1% | Added |
| Canada Pension Plan Investment Board | 1,764,900 | $111.5M | 0.13% | +1,262,900+251.6% | Added |
| Mairs & Power Inc | 1,786,126 | $112.9M | 1.12% | −443,123−19.9% | Reduced |
| Legal & General Group Plc | 1,872,059 | $118.3M | 0.04% | +75,143+4.2% | Added |
| Wellington Management Group LLP | 1,927,245 | $121.8M | 0.02% | −1,315,181−40.6% | Reduced |