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 |
|---|---|---|---|---|---|
| FMR LLC | 2,670,778 | $168.8M | 0.01% | +69,301+2.7% | Added |
| Norges Bank | 2,870,665 | $181.4M | 0.04% | −181,899−6.0% | Reduced |
| Invesco Ltd. | 3,417,126 | $215.9M | 0.05% | +374,587+12.3% | Added |
| Charles Schwab Investment Management Inc | 3,427,621 | $216.6M | 0.07% | +325,235+10.5% | Added |
| Dimensional Fund Advisors LP | 3,820,709 | $241.4M | 0.08% | +28,930+0.8% | Added |
| Bank of New York Mellon Corp | 3,886,269 | $245.6M | 0.05% | −648,151−14.3% | Reduced |
| Northern Trust Corp | 4,365,953 | $275.9M | 0.05% | −147,535−3.3% | Reduced |
| Geode Capital Management, LLC | 4,860,400 | $306.3M | 0.04% | +104,349+2.2% | Added |
| Credit Suisse AG | 5,726,411 | $361.9M | 0.28% | +2,551,724+80.4% | Added |
| State Street Corp | 13,178,859 | $832.8M | 0.04% | +401,133+3.1% | Added |
| Capital Research Global Investors | 15,796,786 | $998.2M | 0.23% | −3,0510.0% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.15B | 64.48% | 00.0% | Unchanged |
| BlackRock Inc. | 22,116,950 | $1.40B | 0.04% | +8,4070.0% | Added |
| Vanguard Group Inc | 29,365,318 | $1.86B | 0.05% | +140,472+0.5% | Added |
| Advisors Asset Management, Inc. | 51,731 | – | – | −10,925−17.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −408,830−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −238,130−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −185,152−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −179,900−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −142,157−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −110,485−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −91,624−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −82,880−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −75,546−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −52,545−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −40,090−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −37,902−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −37,900−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −33,190−100.0% | Sold out |
| Members Capital Advisors Inc | 0 | $0 | 0.00% | −27,122−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,418−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −21,556−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −20,673−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −18,993−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −14,391−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −13,180−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,318−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −11,054−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −10,696−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −10,616−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,501−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −9,624−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,840−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,647−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,177−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −7,913−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,521−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −7,305−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −6,447−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,562−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −6,283−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,097−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,942−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −5,869−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −4,876−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,493−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| McCarthy Grittinger Financial Group, LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Seven Springs Wealth Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Wolff Financial Management LLC | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |