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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 149,400 | $9.44M | 0.03% | +25,100+20.2% | Added |
| Fort Washington Investment Advisors Inc | 145,222 | $9.18M | 0.08% | −620.0% | Reduced |
| Man Group plc | 140,863 | $8.90M | 0.03% | +133,064+1,706.2% | Added |
| Interval Partners, LP | 139,520 | $8.82M | 0.53% | −71,819−34.0% | Reduced |
| Pictet Asset Management Ltd | 138,950 | $8.78M | 0.01% | −3,065−2.2% | Reduced |
| Standard Life Aberdeen plc | 138,343 | $8.74M | 0.02% | +892+0.6% | Added |
| Ci Investments Inc. | 137,958 | $8.72M | 0.03% | +17,731+14.7% | Added |
| Conning Inc. | 137,506 | $8.69M | 0.25% | +10,472+8.2% | Added |
| Baird Financial Group, Inc. | 133,763 | $8.45M | 0.02% | +751+0.6% | Added |
| Andra AP-fonden | 132,800 | $8.39M | 0.17% | −14,700−10.0% | Reduced |
| Capitolis Advisors LLC | 129,785 | $8.20M | 0.10% | +129,785 | New |
| Asset Management One Co.,Ltd. | 127,866 | $8.08M | 0.03% | −19,636−13.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 126,479 | $7.99M | 0.04% | +48,029+61.2% | Added |
| Sound Income Strategies, LLC | 125,317 | $7.92M | 1.14% | +12,165+10.8% | Added |
| DnB Asset Management AS | 123,795 | $7.82M | 0.05% | +26,668+27.5% | Added |
| Eaton Vance Management | 118,118 | $7.46M | 0.01% | +39,134+49.5% | Added |
| Storebrand Asset Management AS | 107,922 | $6.82M | 0.03% | +199+0.2% | Added |
| Voya Investment Management LLC | 107,449 | $6.79M | 0.01% | +3,371+3.2% | Added |
| Dorsey & Whitney Trust CO LLC | 107,046 | $6.76M | 0.64% | −11,071−9.4% | Reduced |
| AMG National Trust Bank | 105,322 | $6.66M | 0.21% | −3,210−3.0% | Reduced |
| Royal London Asset Management Ltd | 103,473 | $6.54M | 0.03% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 103,400 | $6.53M | 0.08% | +26,700+34.8% | Added |
| LPL Financial LLC | 100,437 | $6.35M | 0.01% | +1,270+1.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 99,366 | $6.28M | 0.60% | +91,490+1,161.6% | Added |
| Nisa Investment Advisors, LLC | 97,988 | $6.19M | 0.04% | −10,230−9.5% | Reduced |
| TD Asset Management Inc | 96,546 | $6.00M | 0.01% | +4,069+4.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93,760 | $5.92M | 0.03% | +11,794+14.4% | Added |
| Treasurer of the State of North Carolina | 93,537 | $5.91M | 0.03% | −6,110−6.1% | Reduced |
| Bridgewater Associates, LP | 93,511 | $5.91M | 0.04% | +7,815+9.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 93,450 | $5.91M | 0.05% | +4,300+4.8% | Added |
| Retirement Systems of Alabama | 92,536 | $5.85M | 0.02% | −577,429−86.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 90,420 | $5.71M | 0.01% | +3,738+4.3% | Added |
| Susquehanna International Group, LLP | 89,455 | $5.65M | 0.01% | +15,344+20.7% | Added |
| Handelsbanken Fonder AB | 89,314 | $5.64M | 0.03% | +20,538+29.9% | Added |
| Aviva PLC | 87,097 | $5.50M | 0.02% | −2,946−3.3% | Reduced |
| MUFG Securities EMEA plc | 87,000 | $5.50M | 0.06% | −413,000−82.6% | Reduced |
| Amalgamated Bank | 85,139 | $5.38M | 0.04% | +70,521+482.4% | Added |
| Comerica Bank | 82,048 | $5.30M | 0.03% | −2,318−2.7% | Reduced |
| Cubist Systematic Strategies, LLC | 82,322 | $5.20M | 0.06% | +30,992+60.4% | Added |
| ARGI Investment Services, LLC | 78,989 | $4.99M | 0.16% | +3,126+4.1% | Added |
| AE Wealth Management LLC | 77,720 | $4.91M | 0.04% | +33,318+75.0% | Added |
| American International Group, Inc. | 77,372 | $4.89M | 0.02% | −888−1.1% | Reduced |
| Arizona State Retirement System | 77,054 | $4.87M | 0.04% | −2,157−2.7% | Reduced |
| Ergoteles LLC | 76,687 | $4.85M | 0.11% | +2,830+3.8% | Added |
| Russell Investments Group, Ltd. | 75,898 | $4.79M | 0.01% | −14,743−16.3% | Reduced |
| Allianz Asset Management GmbH | 74,952 | $4.74M | 0.00% | −24,269−24.5% | Reduced |
| Natixis Advisors, L.P. | 73,417 | $4.64M | 0.02% | +5,221+7.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 72,902 | $4.61M | 0.01% | −23,821−24.6% | Reduced |
| D. E. Shaw & Co., Inc. | 72,409 | $4.58M | 0.01% | −22,047−23.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,612 | $4.46M | 0.02% | −23,632−25.1% | Reduced |
| WBI Investments | 70,547 | $4.46M | 0.68% | +5,223+8.0% | Added |
| Iowa State Bank | 69,224 | $4.38M | 1.23% | −1,468−2.1% | Reduced |
| Meritage Portfolio Management | 69,218 | $4.37M | 0.26% | +364+0.5% | Added |
| Oregon Public Employees Retirement Fund | 68,579 | $4.33M | 0.05% | −1,201−1.7% | Reduced |
| ProShare Advisors LLC | 66,984 | $4.23M | 0.01% | +3,389+5.3% | Added |
| State of Michigan Retirement System | 66,643 | $4.21M | 0.02% | −100−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 65,639 | $4.15M | 0.21% | +1,181+1.8% | Added |
| Unison Advisors LLC | 64,945 | $4.10M | 0.76% | +566+0.9% | Added |
| CIBC World Markets Corp | 64,439 | $4.07M | 0.03% | −308,237−82.7% | Reduced |
| Beacon Financial Group | 65,546 | $4.04M | 0.58% | −837−1.3% | Reduced |
| Nomura Asset Management Co Ltd | 63,260 | $4.00M | 0.02% | +5,997+10.5% | Added |
| Assenagon Asset Management S.A. | 62,815 | $3.97M | 0.02% | −349,033−84.7% | Reduced |
| NN Investment Partners Holdings N.V. | 62,042 | $3.92M | 0.02% | +3,575+6.1% | Added |
| Cornercap Investment Counsel Inc | 61,951 | $3.92M | 0.43% | −1,662−2.6% | Reduced |
| Macquarie Group Ltd | 59,898 | $3.79M | 0.00% | +3,989+7.1% | Added |
| Assetmark, Inc | 59,172 | $3.74M | 0.02% | +59,115+103,710.5% | Added |
| Old National Bancorp | 59,125 | $3.74M | 0.14% | +5,744+10.8% | Added |
| MetLife Investment Management | 58,649 | $3.71M | 0.03% | −1,766−2.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 58,338 | $3.69M | 0.05% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 58,154 | $3.68M | 0.02% | −1,274−2.1% | Reduced |
| Hoylecohen, LLC | 57,152 | $3.61M | 0.34% | +1,768+3.2% | Added |
| Stifel Financial Corp | 57,080 | $3.61M | 0.01% | +3,699+6.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,844 | $3.53M | 0.02% | +421+0.8% | Added |
| Regentatlantic Capital LLC | 55,357 | $3.50M | 0.11% | −123−0.2% | Reduced |
| Hancock Whitney Corp | 55,190 | $3.49M | 0.11% | −1,028−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 54,762 | $3.46M | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 54,511 | $3.44M | 0.01% | +586+1.1% | Added |
| Raymond James & Associates | 53,055 | $3.35M | 0.00% | +2,756+5.5% | Added |
| Wealthfront Advisers LLC | 51,520 | $3.26M | 0.02% | +3,925+8.2% | Added |
| 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 |
| Utah Retirement Systems | 51,213 | $3.24M | 0.04% | −900−1.7% | Reduced |
| British Columbia Investment Management Corp | 50,404 | $3.19M | 0.02% | +5,372+11.9% | Added |
| BerganKDV Wealth Management, LLC | 50,205 | $3.17M | 0.38% | −272−0.5% | Reduced |
| State of Alaska, Department of Revenue | 48,857 | $3.09M | 0.03% | −9,871−16.8% | Reduced |
| Advisor Group Holdings, Inc. | 47,414 | $3.00M | 0.01% | −2,363−4.7% | Reduced |
| Dean Investment Associates, LLC | 47,106 | $2.98M | 0.55% | +413+0.9% | Added |
| State of Tennessee, Treasury Department | 45,060 | $2.85M | 0.01% | −220.0% | Reduced |
| US Bancorp | 44,965 | $2.84M | 0.01% | +3,032+7.2% | Added |
| DekaBank Deutsche Girozentrale | 45,492 | $2.83M | 0.01% | −2,850−5.9% | Reduced |
| G&S Capital LLC | 43,623 | $2.76M | 1.45% | +43,623 | New |
| Pinnacle Associates Ltd | 42,910 | $2.71M | 0.05% | +60.0% | Added |
| STRS Ohio | 42,690 | $2.70M | 0.01% | +4,606+12.1% | Added |
| Texas Permanent School Fund | 42,026 | $2.66M | 0.03% | −310−0.7% | Reduced |
| Employees Retirement System of Texas | 41,725 | $2.64M | 0.03% | 00.0% | Unchanged |
| Mackay Shields LLC | 41,681 | $2.63M | 0.02% | +308+0.7% | Added |
| Arjuna Capital | 41,541 | $2.63M | 1.13% | +528+1.3% | Added |
| IFM Investors Pty Ltd | 41,335 | $2.61M | 0.05% | +8,963+27.7% | Added |
| Envestnet Asset Management Inc | 40,294 | $2.55M | 0.00% | +4,193+11.6% | Added |
| Edmp, Inc. | 39,689 | $2.51M | 2.63% | +24+0.1% | Added |