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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 39,656 | $2.51M | 0.02% | −143,320−78.3% | Reduced |
| Public Employees Retirement Association of Colorado | 39,582 | $2.50M | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 38,700 | $2.44M | 0.04% | −16,800−30.3% | Reduced |
| Cetera Investment Advisers | 37,146 | $2.35M | 0.04% | +2,736+8.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,753 | $2.32M | 0.01% | −4,438−10.8% | Reduced |
| MD Financial Management Inc. | 36,073 | $2.28M | 0.07% | +36,073 | New |
| Avantax Planning Partners, Inc. | 35,678 | $2.25M | 0.11% | −1,236−3.3% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 35,395 | $2.24M | 0.72% | −1,350−3.7% | Reduced |
| Siemens Fonds Invest GmbH | 35,308 | $2.23M | 0.27% | −4,262−10.8% | Reduced |
| Covenant Multifamily Offices, LLC | 34,807 | $2.20M | 0.40% | +34,807 | New |
| Banque Cantonale Vaudoise | 33,555 | $2.12M | 0.09% | +28,300+538.5% | Added |
| Private Advisor Group, LLC | 33,172 | $2.10M | 0.02% | +4,742+16.7% | Added |
| Mutual of America Capital Management LLC | 33,030 | $2.09M | 0.02% | +183+0.6% | Added |
| Kingsview Wealth Management, LLC | 31,740 | $2.02M | 0.10% | +5,071+19.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,695 | $2.00M | 0.02% | −130.0% | Reduced |
| Columbus Macro, LLC | 31,312 | $1.98M | 0.62% | −1,046−3.2% | Reduced |
| Metropolitan Life Insurance Co | 31,087 | $1.96M | 0.03% | −592−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,417 | $1.92M | 0.05% | +464+1.5% | Added |
| Leelyn Smith, LLC | 30,123 | $1.90M | 0.56% | +29,889+12,773.1% | Added |
| Hartford Investment Management Co | 29,607 | $1.87M | 0.05% | −818−2.7% | Reduced |
| Global Retirement Partners, LLC | 28,752 | $1.82M | 0.19% | −160−0.6% | Reduced |
| Sunbelt Securities, Inc. | 29,702 | $1.81M | 0.33% | −1,200−3.9% | Reduced |
| Candriam Luxembourg S.C.A. | 28,483 | $1.80M | 0.01% | +2,163+8.2% | Added |
| Crossmark Global Holdings, Inc. | 28,087 | $1.77M | 0.04% | +341+1.2% | Added |
| Oppenheimer Asset Management Inc. | 26,940 | $1.70M | 0.02% | −1,692−5.9% | Reduced |
| American Century Companies Inc | 26,911 | $1.70M | 0.00% | −2,762−9.3% | Reduced |
| Nissay Asset Management Corp | 26,739 | $1.69M | 0.01% | −691−2.5% | Reduced |
| AlphaCrest Capital Management LLC | 26,356 | $1.67M | 0.07% | −10,462−28.4% | Reduced |
| Hohimer Wealth Management, LLC | 25,419 | $1.61M | 0.33% | +515+2.1% | Added |
| Twin Capital Management Inc | 25,385 | $1.60M | 0.15% | +820+3.3% | Added |
| Montag A & Associates Inc | 25,162 | $1.59M | 0.08% | −3,000−10.7% | Reduced |
| Westpac Banking Corp | 24,673 | $1.56M | 0.02% | +1,945+8.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,156 | $1.53M | 0.00% | +1,680+7.5% | Added |
| CIBC Asset Management Inc | 23,620 | $1.49M | 0.01% | −10.0% | Reduced |
| M&G Investment Management Ltd | 22,409 | $1.41M | 0.01% | +22,409 | New |
| ING Groep NV | 22,294 | $1.41M | 0.02% | +3,991+21.8% | Added |
| USS Investment Management Ltd | 22,100 | $1.40M | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 21,715 | $1.37M | 0.01% | −1,045−4.6% | Reduced |
| Burney Co | 21,354 | $1.35M | 0.06% | +1,822+9.3% | Added |
| Securian Asset Management, Inc | 21,287 | $1.34M | 0.03% | −124−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,006 | $1.33M | 0.08% | +2,392+12.9% | Added |
| Mork Capital Management, LLC | 20,500 | $1.29M | 0.93% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 20,776 | $1.28M | 0.04% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 20,292 | $1.28M | 0.04% | −28,739−58.6% | Reduced |
| QS Investors, LLC | 20,212 | $1.28M | 0.02% | +1,207+6.4% | Added |
| Old Mission Capital LLC | 20,023 | $1.26M | 0.05% | +20,023 | New |
| Vident Investment Advisory, LLC | 19,797 | $1.25M | 0.04% | +6,280+46.5% | Added |
| Teachers Retirement System of the State of Kentucky | 19,750 | $1.25M | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 19,365 | $1.22M | 0.08% | −3,166−14.1% | Reduced |
| Elo Mutual Pension Insurance Co | 19,298 | $1.22M | 0.04% | −522−2.6% | Reduced |
| Mackenzie Financial Corp | 19,079 | $1.21M | 0.00% | +5,421+39.7% | Added |
| Resources Investment Advisors, LLC. | 18,334 | $1.16M | 0.05% | +13,300+264.2% | Added |
| D.A. Davidson & Co. | 18,263 | $1.15M | 0.01% | −4,860−21.0% | Reduced |
| First Republic Investment Management, Inc. | 18,118 | $1.15M | 0.00% | +1,992+12.4% | Added |
| Premier Asset Management LLC | 17,835 | $1.13M | 0.17% | −12,235−40.7% | Reduced |
| South Dakota Investment Council | 17,287 | $1.09M | 0.02% | −2,950−14.6% | Reduced |
| Community Capital Management, Inc. | 17,000 | $1.07M | 1.09% | +7,000+70.0% | Added |
| Ethic Inc. | 16,985 | $1.07M | 0.13% | +4,802+39.4% | Added |
| New Mexico Educational Retirement Board | 16,954 | $1.07M | 0.04% | +600+3.7% | Added |
| Sompo Asset Management Co., Ltd. | 16,300 | $1.03M | 0.21% | −13,530−45.4% | Reduced |
| Adams Wealth Management | 16,185 | $1.02M | 0.44% | −698−4.1% | Reduced |
| Pacer Advisors, Inc. | 16,109 | $1.02M | 0.01% | +732+4.8% | Added |
| Janney Montgomery Scott LLC | 15,837 | $1.00M | 0.00% | +74+0.5% | Added |
| Louisiana State Employees Retirement System | 15,800 | $998.0K | 0.02% | +100+0.6% | Added |
| Bellwether Advisors, LLC | 15,747 | $995.0K | 0.34% | +15,747 | New |
| Trilogy Capital Inc. | 15,911 | $994.0K | 0.07% | +725+4.8% | Added |
| Zurich Insurance Group Ltd | 15,700 | $992.0K | 0.01% | +15,700 | New |
| 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 |
| Veritable, L.P. | 15,469 | $977.0K | 0.02% | +8,655+127.0% | Added |
| Creative Planning | 15,407 | $974.0K | 0.00% | −1,121−6.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,365 | $971.0K | 0.05% | +222+1.5% | Added |
| Foster Group, Inc. | 15,331 | $969.0K | 0.11% | +4,581+42.6% | Added |
| Jane Street Group, LLC | 15,047 | $951.0K | 0.00% | −28,425−65.4% | Reduced |
| Plimoth Trust Co LLC | 15,023 | $949.0K | 0.27% | −720−4.6% | Reduced |
| Kentucky Retirement Systems | 14,731 | $931.0K | 0.04% | −902−5.8% | Reduced |
| Daiwa Securities Group Inc. | 14,589 | $922.0K | 0.01% | +647+4.6% | Added |
| Seven Eight Capital, LP | 14,510 | $917.0K | 0.13% | +5,834+67.2% | Added |
| 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 |
| Nordea Investment Management AB | 14,141 | $894.0K | 0.00% | −126−0.9% | Reduced |
| Neuberger Berman Group LLC | 15,317 | $886.0K | 0.00% | −169−1.1% | Reduced |
| Sageworth Trust Co | 13,904 | $879.0K | 0.07% | 00.0% | Unchanged |
| M&T Bank Corp | 12,981 | $821.0K | 0.00% | +15+0.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,882 | $814.0K | 0.30% | +1,933+17.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,741 | $805.0K | 0.05% | +2,600+25.6% | Added |
| GWM Advisors LLC | 12,347 | $780.0K | 0.02% | +4,399+55.3% | Added |
| E. Ohman J:or Asset Management AB | 12,300 | $777.2K | 0.02% | −3,200−20.6% | Reduced |
| Advisor Partners LLC | 12,138 | $767.0K | 0.05% | −20−0.2% | Reduced |
| Franklin Resources Inc | 11,939 | $754.0K | 0.00% | −413−3.3% | Reduced |
| Natixis | 11,889 | $751.0K | 0.00% | −122,577−91.2% | Reduced |
| Qtron Investments LLC | 11,795 | $745.0K | 0.19% | +7,208+157.1% | Added |
| Shelton Capital Management | 11,776 | $744.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,689 | $738.0K | 0.00% | −4,920−29.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,487 | $726.0K | 0.01% | −7−0.1% | Reduced |
| Trexquant Investment LP | 11,412 | $721.0K | 0.06% | +11,412 | New |
| Everence Capital Management Inc | 11,170 | $706.0K | 0.06% | 00.0% | Unchanged |
| McDonald Partners LLC | 11,126 | $703.0K | 0.17% | 00.0% | Unchanged |
| 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 |