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, Q3 2021
Institutional positions in Principal Financial Group Inc as of Sep 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
- 624
- +16 vs. Q2 2021
- Shares held
- 193.7M
- +371.2K (+0.2%) vs. Q2 2021
- Total value
- $12.5B
- +$272.4M (+2.2%) vs. Q2 2021
- New holders
- 51
- 207 more added
- Sold out
- 35
- 219 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,131,598 | $1.88B | 0.05% | −233,720−0.8% | Reduced |
| BlackRock Inc. | 21,985,005 | $1.42B | 0.04% | −131,945−0.6% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.17B | 63.67% | 00.0% | Unchanged |
| Capital Research Global Investors | 15,721,176 | $1.01B | 0.24% | −75,610−0.5% | Reduced |
| State Street Corp | 13,316,584 | $857.6M | 0.05% | +137,725+1.0% | Added |
| Credit Suisse AG | 5,732,039 | $369.5M | 0.30% | +5,628+0.1% | Added |
| Geode Capital Management, LLC | 4,935,131 | $317.0M | 0.04% | +74,731+1.5% | Added |
| Bank of New York Mellon Corp | 4,781,997 | $308.0M | 0.06% | +895,728+23.0% | Added |
| Northern Trust Corp | 4,253,905 | $274.0M | 0.05% | −112,048−2.6% | Reduced |
| Dimensional Fund Advisors LP | 3,787,879 | $244.0M | 0.08% | −32,830−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 3,704,336 | $238.6M | 0.08% | +276,715+8.1% | Added |
| Invesco Ltd. | 3,078,410 | $198.3M | 0.05% | −338,716−9.9% | Reduced |
| Norges Bank | 2,815,363 | $181.3M | 0.04% | −55,302−1.9% | Reduced |
| Barclays PLC | 2,665,190 | $171.6M | 0.12% | +1,852,584+228.0% | Added |
| Bank of Montreal | 2,507,937 | $164.8M | 0.08% | +855,978+51.8% | Added |
| Canada Pension Plan Investment Board | 2,373,900 | $152.9M | 0.17% | +609,000+34.5% | Added |
| Goldman Sachs Group Inc | 2,194,889 | $141.4M | 0.04% | +486,471+28.5% | Added |
| FMR LLC | 2,048,822 | $131.9M | 0.01% | −621,956−23.3% | Reduced |
| Legal & General Group Plc | 1,955,550 | $125.9M | 0.04% | +83,491+4.5% | Added |
| Wellington Management Group LLP | 1,926,612 | $124.1M | 0.02% | −6330.0% | Reduced |
| Mairs & Power Inc | 1,663,323 | $107.1M | 1.07% | −122,803−6.9% | Reduced |
| Toronto Dominion Bank | 1,515,343 | $97.6M | 0.15% | +128,891+9.3% | Added |
| Parametric Portfolio Associates LLC | 1,394,245 | $89.8M | 0.05% | −11,447−0.8% | Reduced |
| Bank of America Corp | 1,273,155 | $82.0M | 0.01% | −127,610−9.1% | Reduced |
| UBS Asset Management Americas Inc | 1,184,055 | $76.3M | 0.03% | +103,992+9.6% | Added |
| Old Republic International Corporation | 1,124,000 | $72.4M | 1.51% | −92,000−7.6% | Reduced |
| Swiss National Bank | 1,075,716 | $69.3M | 0.04% | −36,000−3.2% | Reduced |
| HSBC Holdings PLC | 1,061,015 | $68.4M | 0.08% | −23,915−2.2% | Reduced |
| Morgan Stanley | 1,022,638 | $65.9M | 0.01% | +80,122+8.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 960,098 | $61.8M | 0.04% | +110,022+12.9% | Added |
| Nuveen Asset Management, LLC | 914,302 | $58.9M | 0.02% | −124,803−12.0% | Reduced |
| Cambiar Investors LLC | 858,641 | $55.3M | 1.89% | +12,471+1.5% | Added |
| Amundi | 820,899 | $52.9M | 0.04% | +306,639+59.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 775,387 | $49.9M | 0.12% | −104,630−11.9% | Reduced |
| AXA S.A. | 729,278 | $47.0M | 0.13% | +58,430+8.7% | Added |
| KBC Group NV | 708,243 | $45.6M | 0.17% | +278,272+64.7% | Added |
| Deutsche Bank AG | 695,143 | $44.8M | 0.02% | −27,856−3.9% | Reduced |
| California Public Employees Retirement System | 620,218 | $39.9M | 0.03% | −18,014−2.8% | Reduced |
| Prana Capital Management, LP | 610,918 | $39.3M | 3.46% | −99,243−14.0% | Reduced |
| Ameriprise Financial Inc | 563,064 | $36.3M | 0.01% | −4,874−0.9% | Reduced |
| Victory Capital Management Inc | 557,888 | $35.9M | 0.04% | +123,889+28.5% | Added |
| Fort Washington Investment Advisors Inc | 546,674 | $35.2M | 0.23% | +401,452+276.4% | Added |
| Wedge Capital Management L L P | 503,134 | $32.4M | 0.42% | −24,558−4.7% | Reduced |
| California State Teachers Retirement System | 487,340 | $31.4M | 0.04% | −10,554−2.1% | Reduced |
| National Pension Service | 485,831 | $31.3M | 0.06% | −22,510−4.4% | Reduced |
| First Trust Advisors LP | 484,932 | $31.2M | 0.03% | −92,061−16.0% | Reduced |
| North Star Asset Management Inc | 453,433 | $29.2M | 1.60% | +17,109+3.9% | Added |
| Rhumbline Advisers | 428,991 | $27.6M | 0.04% | −42,876−9.1% | Reduced |
| LSV Asset Management | 423,529 | $27.3M | 0.05% | +600+0.1% | Added |
| JPMorgan Chase & Co | 411,705 | $26.5M | 0.00% | −24,582−5.6% | Reduced |
| Price T Rowe Associates Inc | 389,027 | $25.1M | 0.00% | −6,003−1.5% | Reduced |
| UBS Group AG | 371,989 | $24.0M | 0.01% | −64,117−14.7% | Reduced |
| Nomura Holdings Inc | 364,366 | $23.9M | 0.18% | −400,869−52.4% | Reduced |
| Bank of Nova Scotia | 357,205 | $23.0M | 0.04% | +3,759+1.1% | Added |
| Alliancebernstein L.P. | 348,143 | $22.4M | 0.01% | +204+0.1% | Added |
| Argent Capital Management LLC | 340,471 | $21.9M | 0.69% | +987+0.3% | Added |
| Kempen Capital Management N.V. | 330,398 | $21.3M | 0.76% | −25,175−7.1% | Reduced |
| State Board of Administration of Florida Retirement System | 329,343 | $21.2M | 0.04% | −7,445−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 323,240 | $20.8M | 0.24% | −52,260−13.9% | Reduced |
| New York State Teachers Retirement System | 317,225 | $20.4M | 0.04% | −44,841−12.4% | Reduced |
| New York State Common Retirement Fund | 308,978 | $19.9M | 0.02% | −7,104−2.2% | Reduced |
| Impax Asset Management Group plc | 305,736 | $19.7M | 0.08% | +1,273+0.4% | Added |
| GW Henssler & Associates Ltd | 298,830 | $19.2M | 1.33% | +21,747+7.8% | Added |
| Principal Financial Group Inc | 292,975 | $18.9M | 0.01% | −538−0.2% | Reduced |
| Janus Henderson Group PLC | 284,629 | $18.3M | 0.01% | +78,034+37.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 276,477 | $17.8M | 0.03% | −172,978−38.5% | Reduced |
| Swedbank AB | 276,361 | $17.8M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 271,147 | $17.5M | 0.02% | −3,176−1.2% | Reduced |
| Capital Management Corp | 262,307 | $16.9M | 3.69% | +5,175+2.0% | Added |
| Citigroup Inc | 257,449 | $16.6M | 0.02% | −108,958−29.7% | Reduced |
| Manufacturers Life Insurance Company, The | 254,361 | $16.4M | 0.01% | +15,749+6.6% | Added |
| Great West Life Assurance Co | 244,730 | $15.9M | 0.04% | +3,537+1.5% | Added |
| Wells Fargo & Company | 237,293 | $15.3M | 0.00% | −784,701−76.8% | Reduced |
| Royal Bank of Canada | 236,535 | $15.2M | 0.00% | −98,064−29.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 234,300 | $15.1M | 0.03% | −43,800−15.7% | Reduced |
| Interval Partners, LP | 230,805 | $14.9M | 0.87% | +91,285+65.4% | Added |
| Prudential Financial Inc | 222,731 | $14.5M | 0.02% | −49,167−18.1% | Reduced |
| Bridgeway Capital Management, LLC | 221,150 | $14.2M | 0.27% | −32,500−12.8% | Reduced |
| Brandywine Global Investment Management, LLC | 219,934 | $14.2M | 0.11% | −14,668−6.3% | Reduced |
| State of Wisconsin Investment Board | 216,698 | $14.0M | 0.03% | +533+0.2% | Added |
| Millennium Management LLC | 215,700 | $13.9M | 0.02% | −431,119−66.7% | Reduced |
| Swiss Life Asset Management Ltd | 211,414 | $13.6M | 0.19% | +13,421+6.8% | Added |
| Mn Services Vermogensbeheer B.V. | 201,980 | $13.0M | 0.08% | +2,000+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 195,241 | $12.6M | 0.03% | −8,192−4.0% | Reduced |
| AMF Pensionsforsakring AB | 188,839 | $12.2M | 0.09% | +188,839 | New |
| BNP Paribas Arbitrage, SA | 182,978 | $11.8M | 0.03% | −242,348−57.0% | Reduced |
| Glenmede Trust Co NA | 180,202 | $11.6M | 0.06% | −2,753−1.5% | Reduced |
| Putnam Investments LLC | 172,046 | $11.1M | 0.02% | −9,865−5.4% | Reduced |
| Commerce Bank | 168,377 | $10.8M | 0.08% | −21,861−11.5% | Reduced |
| Goelzer Investment Management, Inc. | 162,273 | $10.4M | 0.92% | −4,511−2.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 153,255 | $9.87M | 0.03% | −7,941−4.9% | Reduced |
| Teacher Retirement System of Texas | 153,088 | $9.86M | 0.05% | +101,697+197.9% | Added |
| State of New Jersey Common Pension Fund D | 150,757 | $9.71M | 0.03% | −5,161−3.3% | Reduced |
| Public Employees Retirement System of Ohio | 150,475 | $9.69M | 0.03% | −6,854−4.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 149,174 | $9.61M | 0.05% | +22,695+17.9% | Added |
| Ci Investments Inc. | 146,228 | $9.42M | 0.04% | +8,270+6.0% | Added |
| Eaton Vance Management | 152,125 | $9.30M | 0.01% | +34,007+28.8% | Added |
| Sound Income Strategies, LLC | 143,883 | $9.27M | 1.20% | +18,566+14.8% | Added |
| Pictet Asset Management SA | 140,169 | $9.03M | 0.01% | +140,169 | New |
| Robeco Institutional Asset Management B.V. | 137,942 | $8.88M | 0.02% | +47,522+52.6% | Added |