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 |
|---|---|---|---|---|---|
| Colony Group LLC | 10,919 | $690.0K | 0.01% | −749−6.4% | Reduced |
| Cetera Advisor Networks LLC | 10,873 | $687.0K | 0.01% | +3,841+54.6% | Added |
| Ausdal Financial Partners, Inc. | 10,740 | $679.0K | 0.10% | +20.0% | Added |
| HighTower Advisors, LLC | 10,492 | $661.0K | 0.00% | +319+3.1% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,401 | $657.0K | 0.72% | −2,023−16.3% | Reduced |
| Holderness Investments Co | 10,361 | $655.0K | 0.22% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,305 | $651.0K | 0.04% | +10,305 | New |
| Mariner, LLC | 10,266 | $649.0K | 0.00% | +240+2.4% | Added |
| United Services Automobile Association | 10,204 | $645.0K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,949 | $629.0K | 0.00% | −11,529−53.7% | Reduced |
| Truist Financial Corp | 9,905 | $626.0K | 0.00% | +315+3.3% | Added |
| Acropolis Investment Management, LLC | 9,868 | $624.0K | 0.06% | +1,501+17.9% | Added |
| Steward Partners Investment Advisory, LLC | 9,821 | $621.0K | 0.01% | +1,159+13.4% | Added |
| Allstate Corp | 9,550 | $603.0K | 0.02% | −1,079−10.2% | Reduced |
| First Hawaiian Bank | 9,443 | $597.0K | 0.02% | −305−3.1% | Reduced |
| Ossiam | 9,548 | $593.0K | 0.02% | +4,223+79.3% | Added |
| Martin Capital Partners, LLC | 9,349 | $591.0K | 0.30% | +234+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,307 | $588.0K | 0.03% | +1,350+17.0% | Added |
| Greenwood Capital Associates LLC | 9,187 | $581.0K | 0.09% | +1,799+24.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $572.0K | 0.03% | −852−8.6% | Reduced |
| Chicago Trust Co NA | 9,000 | $569.0K | 0.13% | +9,000 | New |
| Kestra Advisory Services, LLC | 8,923 | $564.0K | 0.01% | −3,275−26.8% | Reduced |
| Illinois Municipal Retirement Fund | 8,880 | $561.0K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,846 | $559.0K | 0.02% | +1,026+13.1% | Added |
| World Asset Management Inc | 8,819 | $557.0K | 0.05% | −575−6.1% | Reduced |
| Oppenheimer & Co Inc | 8,691 | $549.0K | 0.01% | +3,155+57.0% | Added |
| Carret Asset Management, LLC | 8,499 | $537.0K | 0.06% | −10.0% | Reduced |
| Gilbert & Cook, Inc. | 8,458 | $534.0K | 0.10% | +49+0.6% | Added |
| Seeyond | 8,322 | $525.0K | 0.05% | −540−6.1% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 8,287 | $524.0K | 0.01% | +842+11.3% | Added |
| Independent Advisor Alliance | 8,243 | $521.0K | 0.03% | −113−1.4% | Reduced |
| Kinneret Advisory, LLC | 8,190 | $518.0K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,164 | $516.0K | 0.03% | +279+3.5% | Added |
| Cigna Investments Inc | 7,976 | $505.0K | 0.04% | −1,255−13.6% | Reduced |
| IFP Advisors, Inc | 8,055 | $505.0K | 0.01% | +2,285+39.6% | Added |
| Savant Capital, LLC | 7,984 | $504.0K | 0.02% | +34+0.4% | Added |
| BP PLC | 7,889 | $498.0K | 0.02% | −3,282−29.4% | Reduced |
| Gotham Asset Management, LLC | 7,787 | $492.0K | 0.02% | −6,752−46.4% | Reduced |
| Wetherby Asset Management Inc | 7,791 | $492.0K | 0.03% | +104+1.4% | Added |
| Norinchukin Bank, The | 7,709 | $487.0K | 0.01% | −117−1.5% | Reduced |
| Geneos Wealth Management Inc. | 7,642 | $483.0K | 0.02% | −460−5.7% | Reduced |
| Synovus Financial Corp | 7,646 | $482.0K | 0.00% | +107+1.4% | Added |
| IBM Retirement Fund | 7,586 | $479.0K | 0.04% | −1,694−18.3% | Reduced |
| HighPoint Advisor Group LLC | 7,549 | $477.0K | 0.05% | +543+7.8% | Added |
| Simplex Trading, LLC | 7,442 | $470.0K | 0.02% | −975−11.6% | Reduced |
| Umb Bank N A | 7,392 | $467.0K | 0.01% | −240−3.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,271 | $459.0K | 0.02% | +1,837+33.8% | Added |
| Palisade Asset Management, LLC | 7,250 | $458.0K | 0.05% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 7,200 | $453.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,156 | $452.0K | 0.01% | −59−0.8% | Reduced |
| Venture Visionary Partners LLC | 7,135 | $450.0K | 0.04% | +299+4.4% | Added |
| Verition Fund Management LLC | 7,012 | $443.0K | 0.01% | −7,253−50.8% | Reduced |
| Paloma Partners Management Co | 6,831 | $431.0K | 0.01% | −32,792−82.8% | Reduced |
| Nicolet Bankshares Inc | 6,768 | $428.0K | 0.11% | −75−1.1% | Reduced |
| DCM Advisors, LLC | 6,641 | $420.0K | 0.24% | −988−13.0% | Reduced |
| Roosevelt Investment Group LLC | 6,594 | $417.0K | 0.03% | −1,724−20.7% | Reduced |
| JT Stratford LLC | 6,606 | $417.0K | 0.13% | −76−1.1% | Reduced |
| Capital Investment Advisors, LLC | 6,596 | $417.0K | 0.01% | +90+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,584 | $416.0K | 0.04% | −573−8.0% | Reduced |
| Mokosak Advisory Group, LLC | 6,590 | $415.0K | 0.17% | +411+6.7% | Added |
| Benin Management CORP | 6,500 | $411.0K | 0.13% | −5,800−47.2% | Reduced |
| Barings LLC | 6,334 | $400.0K | 0.01% | +6,334 | New |
| Maven Securities LTD | 6,329 | $400.0K | 0.04% | +6,329 | New |
| Greenleaf Trust | 6,314 | $399.0K | 0.00% | +340+5.7% | Added |
| Sunflower Bank, N.A. | 6,299 | $398.0K | 0.06% | −707−10.1% | Reduced |
| Symmetry Partners, LLC | 6,284 | $397.0K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 6,224 | $393.3K | 0.31% | +6,224 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,089 | $385.0K | 0.01% | +457+8.1% | Added |
| CWM, LLC | 6,008 | $380.0K | 0.00% | 00.0% | Unchanged |
| Pendal Group Limited | 6,003 | $379.0K | 0.00% | +6,003 | New |
| Mirabella Financial Services LLP | 5,945 | $376.0K | 0.07% | +5,945 | New |
| Corient Capital Partners, LLC | 5,700 | $360.0K | 0.03% | −463−7.5% | Reduced |
| Wedbush Securities Inc | 5,483 | $346.0K | 0.02% | +4+0.1% | Added |
| CWA Asset Management Group, LLC | 5,386 | $342.0K | 0.03% | +157+3.0% | Added |
| Denali Advisors LLC | 5,400 | $341.0K | 0.13% | −14,100−72.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,322 | $337.0K | 0.01% | −37,551−87.6% | Reduced |
| Fifth Third Bancorp | 5,316 | $336.0K | 0.00% | −35−0.7% | Reduced |
| Arete Wealth Advisors, LLC | 5,320 | $336.0K | 0.05% | +488+10.1% | Added |
| Waldron Private Wealth LLC | 5,315 | $335.0K | 0.02% | −1,223−18.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,112 | $323.0K | 0.03% | 00.0% | Unchanged |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 5,000 | $316.0K | 0.00% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 4,801 | $303.0K | 0.05% | +859+21.8% | Added |
| Allworth Financial LP | 4,607 | $291.0K | 0.01% | +5+0.1% | Added |
| Vestcor Inc | 4,574 | $289.0K | 0.01% | −180−3.8% | Reduced |
| Legacy Bridge, LLC | 4,570 | $289.0K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,579 | $289.0K | 0.00% | +4,474+4,261.0% | Added |
| Standard Family Office LLC | 4,543 | $287.0K | 0.06% | +1,300+40.1% | Added |
| IndexIQ Advisors LLC | 4,494 | $284.0K | 0.01% | +111+2.5% | Added |
| Wealthstar Advisors, LLC | 4,397 | $277.0K | 0.11% | +4,397 | New |
| Advisory Services Network, LLC | 4,341 | $274.0K | 0.01% | +4,341 | New |
| Ontario Teachers Pension Plan Board | 4,277 | $270.0K | 0.00% | −5,907−58.0% | Reduced |
| Wesbanco Bank Inc | 4,283 | $270.0K | 0.01% | −361−7.8% | Reduced |
| Legacy Financial Advisors, Inc. | 4,222 | $267.0K | 0.07% | +602+16.6% | Added |
| Johnson Midwest Financial, LLC | 4,148 | $262.0K | 0.26% | +9+0.2% | Added |
| Brown Advisory Inc | 4,141 | $261.0K | 0.00% | +4,141 | New |
| Farmers & Merchants Investments Inc | 4,085 | $258.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,081 | $258.0K | 0.02% | +446+12.3% | Added |
| DuPont Capital Management Corp | 4,041 | $255.0K | 0.01% | +104+2.6% | Added |
| Inlet Private Wealth, LLC | 4,000 | $253.0K | 0.07% | 00.0% | Unchanged |
| Renaissance Group LLC | 3,971 | $251.0K | 0.01% | −1,076−21.3% | Reduced |