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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 26,860 | $1.73M | 0.05% | −2,747−9.3% | Reduced |
| Nissay Asset Management Corp | 27,756 | $1.79M | 0.02% | +1,017+3.8% | Added |
| Sunbelt Securities, Inc. | 29,702 | $1.81M | 0.33% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 28,637 | $1.84M | 0.04% | +550+2.0% | Added |
| Global Retirement Partners, LLC | 28,818 | $1.86M | 0.18% | +66+0.2% | Added |
| Twin Tree Management, LP | 28,936 | $1.86M | 0.06% | +28,936 | New |
| Metropolitan Life Insurance Co | 29,665 | $1.91M | 0.03% | −1,422−4.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,691 | $1.91M | 0.05% | −726−2.4% | Reduced |
| Columbus Macro, LLC | 29,817 | $1.92M | 0.63% | −1,495−4.8% | Reduced |
| Leelyn Smith, LLC | 30,222 | $1.95M | 0.56% | +99+0.3% | Added |
| Man Group plc | 30,858 | $1.99M | 0.01% | −110,005−78.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,280 | $2.01M | 0.02% | −415−1.3% | Reduced |
| Jane Street Group, LLC | 31,329 | $2.02M | 0.01% | +16,282+108.2% | Added |
| Kingsview Wealth Management, LLC | 31,540 | $2.03M | 0.10% | −200−0.6% | Reduced |
| AQR Capital Management LLC | 32,115 | $2.07M | 0.00% | −126,542−79.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.08M | 0.03% | −26,086−44.7% | Reduced |
| Mutual of America Capital Management LLC | 32,756 | $2.11M | 0.02% | −274−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 32,893 | $2.12M | 0.03% | −49,429−60.0% | Reduced |
| APG Asset Management N.V. | 39,447 | $2.19M | 0.00% | −602,117−93.9% | Reduced |
| Banque Cantonale Vaudoise | 34,755 | $2.24M | 0.10% | +1,200+3.6% | Added |
| Cetera Investment Advisers | 35,602 | $2.29M | 0.04% | −1,544−4.2% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 36,195 | $2.33M | 0.75% | +800+2.3% | Added |
| Covenant Multifamily Offices, LLC | 35,145 | $2.34M | 0.42% | +338+1.0% | Added |
| Siemens Fonds Invest GmbH | 36,414 | $2.35M | 0.16% | +1,106+3.1% | Added |
| Envestnet Asset Management Inc | 36,955 | $2.38M | 0.00% | −3,339−8.3% | Reduced |
| Avantax Planning Partners, Inc. | 37,579 | $2.42M | 0.11% | +1,901+5.3% | Added |
| Meritage Portfolio Management | 37,914 | $2.44M | 0.15% | −31,304−45.2% | Reduced |
| Texas Permanent School Fund | 38,561 | $2.48M | 0.03% | −3,465−8.2% | Reduced |
| Alaska Permanent Fund Corp | 38,700 | $2.49M | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 39,582 | $2.55M | 0.01% | 00.0% | Unchanged |
| Mackay Shields LLC | 39,659 | $2.56M | 0.02% | −2,022−4.9% | Reduced |
| Edmp, Inc. | 40,613 | $2.62M | 2.77% | +924+2.3% | Added |
| IFM Investors Pty Ltd | 41,335 | $2.66M | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 41,667 | $2.68M | 0.01% | −1,023−2.4% | Reduced |
| Public Sector Pension Investment Board | 42,106 | $2.71M | 0.02% | +2,450+6.2% | Added |
| Gyon Technologies Capital Management, LP | 42,529 | $2.74M | 0.74% | +42,529 | New |
| Crestline Management, LP | 42,604 | $2.74M | 0.26% | +42,604 | New |
| State of Tennessee, Treasury Department | 42,744 | $2.75M | 0.01% | −2,316−5.1% | Reduced |
| Pinnacle Associates Ltd | 42,916 | $2.76M | 0.05% | +60.0% | Added |
| Arjuna Capital | 43,564 | $2.81M | 1.14% | +2,023+4.9% | Added |
| Advisors Asset Management, Inc. | 43,656 | $2.81M | 0.04% | −8,075−15.6% | Reduced |
| US Bancorp | 43,774 | $2.82M | 0.01% | −1,191−2.6% | Reduced |
| Hancock Whitney Corp | 44,333 | $2.85M | 0.10% | −10,857−19.7% | Reduced |
| Advisor Group Holdings, Inc. | 46,258 | $2.98M | 0.01% | −1,156−2.4% | Reduced |
| DuPont Capital Management Corp | 46,860 | $3.02M | 0.09% | +42,819+1,059.6% | Added |
| Dean Investment Associates, LLC | 47,812 | $3.08M | 0.58% | +706+1.5% | Added |
| Utah Retirement Systems | 47,913 | $3.09M | 0.04% | −3,300−6.4% | Reduced |
| British Columbia Investment Management Corp | 50,308 | $3.24M | 0.02% | −96−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 52,019 | $3.35M | 0.00% | −20,390−28.2% | Reduced |
| Unison Advisors LLC | 52,135 | $3.36M | 0.84% | −12,810−19.7% | Reduced |
| NewSquare Capital LLC | 52,794 | $3.40M | 0.40% | +1,414+2.8% | Added |
| BerganKDV Wealth Management, LLC | 53,161 | $3.42M | 0.39% | +2,956+5.9% | Added |
| State of Alaska, Department of Revenue | 53,603 | $3.45M | 0.03% | +4,746+9.7% | Added |
| Private Advisor Group, LLC | 53,829 | $3.47M | 0.02% | +20,657+62.3% | Added |
| Gulf International Bank (UK) Ltd | 54,466 | $3.51M | 0.05% | −296−0.5% | Reduced |
| Qube Research & Technologies Ltd | 54,618 | $3.52M | 0.04% | +54,618 | New |
| Regentatlantic Capital LLC | 54,849 | $3.53M | 0.11% | −508−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 55,144 | $3.55M | 0.01% | +633+1.2% | Added |
| Stifel Financial Corp | 55,494 | $3.57M | 0.01% | −1,586−2.8% | Reduced |
| DnB Asset Management AS | 55,727 | $3.59M | 0.02% | −68,068−55.0% | Reduced |
| MetLife Investment Management | 56,375 | $3.63M | 0.03% | −2,274−3.9% | Reduced |
| Hoylecohen, LLC | 56,951 | $3.67M | 0.35% | −201−0.4% | Reduced |
| Employees Retirement System of Texas | 57,725 | $3.72M | 0.04% | +16,000+38.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 58,143 | $3.75M | 0.02% | −110.0% | Reduced |
| Natixis Advisors, L.P. | 58,357 | $3.76M | 0.02% | −15,060−20.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,802 | $3.79M | 0.02% | +2,958+5.3% | Added |
| G&S Capital LLC | 58,808 | $3.79M | 2.08% | +15,185+34.8% | Added |
| Cornercap Investment Counsel Inc | 60,096 | $3.87M | 0.44% | −1,855−3.0% | Reduced |
| Old National Bancorp | 60,133 | $3.87M | 0.15% | +1,008+1.7% | Added |
| Nomura Asset Management Co Ltd | 62,413 | $4.02M | 0.02% | −847−1.3% | Reduced |
| NN Investment Partners Holdings N.V. | 63,149 | $4.07M | 0.02% | +1,107+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 64,242 | $4.14M | 0.02% | −6,370−9.0% | Reduced |
| ProShare Advisors LLC | 64,595 | $4.16M | 0.01% | −2,389−3.6% | Reduced |
| Wealthfront Advisers LLC | 64,704 | $4.17M | 0.02% | +13,184+25.6% | Added |
| State of Michigan Retirement System | 65,643 | $4.23M | 0.02% | −1,000−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 65,901 | $4.24M | 0.21% | +262+0.4% | Added |
| CIBC World Markets Corp | 65,941 | $4.25M | 0.03% | +1,502+2.3% | Added |
| Iowa State Bank | 66,246 | $4.27M | 1.19% | −2,978−4.3% | Reduced |
| Beacon Financial Group | 66,116 | $4.32M | 0.60% | +570+0.9% | Added |
| DekaBank Deutsche Girozentrale | 69,483 | $4.55M | 0.01% | +23,991+52.7% | Added |
| Oregon Public Employees Retirement Fund | 71,802 | $4.62M | 0.05% | +3,223+4.7% | Added |
| Macquarie Group Ltd | 71,876 | $4.63M | 0.00% | +11,978+20.0% | Added |
| Comerica Bank | 67,873 | $4.71M | 0.03% | −14,175−17.3% | Reduced |
| Susquehanna International Group, LLP | 73,326 | $4.72M | 0.01% | −16,129−18.0% | Reduced |
| American International Group, Inc. | 74,711 | $4.81M | 0.03% | −2,661−3.4% | Reduced |
| Arizona State Retirement System | 76,337 | $4.92M | 0.04% | −717−0.9% | Reduced |
| Raymond James & Associates | 77,708 | $5.00M | 0.00% | +24,653+46.5% | Added |
| Aviva PLC | 81,090 | $5.22M | 0.02% | −6,007−6.9% | Reduced |
| Amalgamated Bank | 81,593 | $5.25M | 0.04% | −3,546−4.2% | Reduced |
| USS Investment Management Ltd | 82,307 | $5.30M | 0.05% | +60,207+272.4% | Added |
| ARGI Investment Services, LLC | 83,446 | $5.37M | 0.17% | +4,457+5.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 84,857 | $5.46M | 0.01% | +11,955+16.4% | Added |
| Retirement Systems of Alabama | 85,715 | $5.52M | 0.02% | −6,821−7.4% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 86,841 | $5.59M | 0.29% | +86,841 | New |
| SG Americas Securities, LLC | 88,731 | $5.71M | 0.03% | +85,539+2,679.8% | Added |
| LPL Financial LLC | 89,539 | $5.77M | 0.01% | −10,898−10.9% | Reduced |
| AE Wealth Management LLC | 93,240 | $6.00M | 0.05% | +15,520+20.0% | Added |
| AMP Capital Investors Ltd | 93,244 | $6.01M | 0.03% | −63,835−40.6% | Reduced |
| Nisa Investment Advisors, LLC | 94,488 | $6.08M | 0.04% | −3,500−3.6% | Reduced |
| TD Asset Management Inc | 94,800 | $6.11M | 0.01% | −1,746−1.8% | Reduced |