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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 95,516 | $6.15M | 0.04% | +1,979+2.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 98,550 | $6.35M | 0.06% | +5,100+5.5% | Added |
| Handelsbanken Fonder AB | 100,514 | $6.47M | 0.03% | +11,200+12.5% | Added |
| Dorsey & Whitney Trust CO LLC | 100,752 | $6.49M | 0.60% | −6,294−5.9% | Reduced |
| Forsta Ap-Fonden | 100,900 | $6.50M | 0.07% | −2,500−2.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 102,791 | $6.62M | 0.03% | +9,031+9.6% | Added |
| Korea Investment CORP | 104,300 | $6.72M | 0.02% | −45,100−30.2% | Reduced |
| Voya Investment Management LLC | 104,819 | $6.75M | 0.01% | −2,630−2.4% | Reduced |
| AMG National Trust Bank | 105,322 | $6.78M | 0.22% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 105,527 | $6.79M | 0.03% | +2,054+2.0% | Added |
| Bridgewater Associates, LP | 107,265 | $6.91M | 0.04% | +13,754+14.7% | Added |
| Artemis Investment Management LLP | 107,786 | $6.93M | 0.05% | +107,786 | New |
| Storebrand Asset Management AS | 107,922 | $6.95M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 108,401 | $7.02M | 0.01% | +32,503+42.8% | Added |
| Andra AP-fonden | 110,200 | $7.10M | 0.15% | −22,600−17.0% | Reduced |
| Allianz Asset Management GmbH | 116,418 | $7.50M | 0.01% | +41,466+55.3% | Added |
| Guggenheim Capital LLC | 117,758 | $7.58M | 0.05% | −55,432−32.0% | Reduced |
| Ensign Peak Advisors, Inc | 118,842 | $7.65M | 0.02% | −37,489−24.0% | Reduced |
| Baird Financial Group, Inc. | 120,492 | $7.76M | 0.02% | −13,271−9.9% | Reduced |
| Schroder Investment Management Group | 126,321 | $8.13M | 0.01% | −247,164−66.2% | Reduced |
| Rafferty Asset Management, LLC | 127,339 | $8.20M | 0.06% | −39,649−23.7% | Reduced |
| Asset Management One Co.,Ltd. | 133,074 | $8.57M | 0.03% | +5,208+4.1% | Added |
| Standard Life Aberdeen plc | 135,062 | $8.74M | 0.02% | −3,281−2.4% | Reduced |
| Conning Inc. | 137,178 | $8.83M | 0.25% | −328−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 137,942 | $8.88M | 0.02% | +47,522+52.6% | Added |
| Pictet Asset Management SA | 140,169 | $9.03M | 0.01% | +140,169 | New |
| Sound Income Strategies, LLC | 143,883 | $9.27M | 1.20% | +18,566+14.8% | Added |
| Eaton Vance Management | 152,125 | $9.30M | 0.01% | +34,007+28.8% | Added |
| Ci Investments Inc. | 146,228 | $9.42M | 0.04% | +8,270+6.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 149,174 | $9.61M | 0.05% | +22,695+17.9% | Added |
| Public Employees Retirement System of Ohio | 150,475 | $9.69M | 0.03% | −6,854−4.4% | Reduced |
| State of New Jersey Common Pension Fund D | 150,757 | $9.71M | 0.03% | −5,161−3.3% | Reduced |
| Teacher Retirement System of Texas | 153,088 | $9.86M | 0.05% | +101,697+197.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 153,255 | $9.87M | 0.03% | −7,941−4.9% | Reduced |
| Goelzer Investment Management, Inc. | 162,273 | $10.4M | 0.92% | −4,511−2.7% | Reduced |
| Commerce Bank | 168,377 | $10.8M | 0.08% | −21,861−11.5% | Reduced |
| Putnam Investments LLC | 172,046 | $11.1M | 0.02% | −9,865−5.4% | Reduced |
| Glenmede Trust Co NA | 180,202 | $11.6M | 0.06% | −2,753−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 182,978 | $11.8M | 0.03% | −242,348−57.0% | Reduced |
| AMF Pensionsforsakring AB | 188,839 | $12.2M | 0.09% | +188,839 | New |
| Mitsubishi UFJ Trust & Banking Corp | 195,241 | $12.6M | 0.03% | −8,192−4.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 201,980 | $13.0M | 0.08% | +2,000+1.0% | Added |
| Swiss Life Asset Management Ltd | 211,414 | $13.6M | 0.19% | +13,421+6.8% | Added |
| Millennium Management LLC | 215,700 | $13.9M | 0.02% | −431,119−66.7% | Reduced |
| State of Wisconsin Investment Board | 216,698 | $14.0M | 0.03% | +533+0.2% | Added |
| Brandywine Global Investment Management, LLC | 219,934 | $14.2M | 0.11% | −14,668−6.3% | Reduced |
| Bridgeway Capital Management, LLC | 221,150 | $14.2M | 0.27% | −32,500−12.8% | Reduced |
| Prudential Financial Inc | 222,731 | $14.5M | 0.02% | −49,167−18.1% | Reduced |
| Interval Partners, LP | 230,805 | $14.9M | 0.87% | +91,285+65.4% | Added |
| Adage Capital Partners GP, L.L.C. | 234,300 | $15.1M | 0.03% | −43,800−15.7% | Reduced |
| Royal Bank of Canada | 236,535 | $15.2M | 0.00% | −98,064−29.3% | Reduced |
| Wells Fargo & Company | 237,293 | $15.3M | 0.00% | −784,701−76.8% | Reduced |
| Great West Life Assurance Co | 244,730 | $15.9M | 0.04% | +3,537+1.5% | Added |
| Manufacturers Life Insurance Company, The | 254,361 | $16.4M | 0.01% | +15,749+6.6% | Added |
| Citigroup Inc | 257,449 | $16.6M | 0.02% | −108,958−29.7% | Reduced |
| Capital Management Corp | 262,307 | $16.9M | 3.69% | +5,175+2.0% | Added |
| The PNC Financial Services Group, Inc. | 271,147 | $17.5M | 0.02% | −3,176−1.2% | Reduced |
| Swedbank AB | 276,361 | $17.8M | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 276,477 | $17.8M | 0.03% | −172,978−38.5% | Reduced |
| Janus Henderson Group PLC | 284,629 | $18.3M | 0.01% | +78,034+37.8% | Added |
| Principal Financial Group Inc | 292,975 | $18.9M | 0.01% | −538−0.2% | Reduced |
| GW Henssler & Associates Ltd | 298,830 | $19.2M | 1.33% | +21,747+7.8% | Added |
| Impax Asset Management Group plc | 305,736 | $19.7M | 0.08% | +1,273+0.4% | Added |
| New York State Common Retirement Fund | 308,978 | $19.9M | 0.02% | −7,104−2.2% | Reduced |
| New York State Teachers Retirement System | 317,225 | $20.4M | 0.04% | −44,841−12.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 323,240 | $20.8M | 0.24% | −52,260−13.9% | Reduced |
| State Board of Administration of Florida Retirement System | 329,343 | $21.2M | 0.04% | −7,445−2.2% | Reduced |
| Kempen Capital Management N.V. | 330,398 | $21.3M | 0.76% | −25,175−7.1% | Reduced |
| Argent Capital Management LLC | 340,471 | $21.9M | 0.69% | +987+0.3% | Added |
| Alliancebernstein L.P. | 348,143 | $22.4M | 0.01% | +204+0.1% | Added |
| Bank of Nova Scotia | 357,205 | $23.0M | 0.04% | +3,759+1.1% | Added |
| Nomura Holdings Inc | 364,366 | $23.9M | 0.18% | −400,869−52.4% | Reduced |
| UBS Group AG | 371,989 | $24.0M | 0.01% | −64,117−14.7% | Reduced |
| Price T Rowe Associates Inc | 389,027 | $25.1M | 0.00% | −6,003−1.5% | Reduced |
| JPMorgan Chase & Co | 411,705 | $26.5M | 0.00% | −24,582−5.6% | Reduced |
| LSV Asset Management | 423,529 | $27.3M | 0.05% | +600+0.1% | Added |
| Rhumbline Advisers | 428,991 | $27.6M | 0.04% | −42,876−9.1% | Reduced |
| North Star Asset Management Inc | 453,433 | $29.2M | 1.60% | +17,109+3.9% | Added |
| First Trust Advisors LP | 484,932 | $31.2M | 0.03% | −92,061−16.0% | Reduced |
| National Pension Service | 485,831 | $31.3M | 0.06% | −22,510−4.4% | Reduced |
| California State Teachers Retirement System | 487,340 | $31.4M | 0.04% | −10,554−2.1% | Reduced |
| Wedge Capital Management L L P | 503,134 | $32.4M | 0.42% | −24,558−4.7% | Reduced |
| Fort Washington Investment Advisors Inc | 546,674 | $35.2M | 0.23% | +401,452+276.4% | Added |
| Victory Capital Management Inc | 557,888 | $35.9M | 0.04% | +123,889+28.5% | Added |
| Ameriprise Financial Inc | 563,064 | $36.3M | 0.01% | −4,874−0.9% | Reduced |
| Prana Capital Management, LP | 610,918 | $39.3M | 3.46% | −99,243−14.0% | Reduced |
| California Public Employees Retirement System | 620,218 | $39.9M | 0.03% | −18,014−2.8% | Reduced |
| Deutsche Bank AG | 695,143 | $44.8M | 0.02% | −27,856−3.9% | Reduced |
| KBC Group NV | 708,243 | $45.6M | 0.17% | +278,272+64.7% | Added |
| AXA S.A. | 729,278 | $47.0M | 0.13% | +58,430+8.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 775,387 | $49.9M | 0.12% | −104,630−11.9% | Reduced |
| Amundi | 820,899 | $52.9M | 0.04% | +306,639+59.6% | Added |
| Cambiar Investors LLC | 858,641 | $55.3M | 1.89% | +12,471+1.5% | Added |
| Nuveen Asset Management, LLC | 914,302 | $58.9M | 0.02% | −124,803−12.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 960,098 | $61.8M | 0.04% | +110,022+12.9% | Added |
| Morgan Stanley | 1,022,638 | $65.9M | 0.01% | +80,122+8.5% | Added |
| HSBC Holdings PLC | 1,061,015 | $68.4M | 0.08% | −23,915−2.2% | Reduced |
| Swiss National Bank | 1,075,716 | $69.3M | 0.04% | −36,000−3.2% | Reduced |
| Old Republic International Corporation | 1,124,000 | $72.4M | 1.51% | −92,000−7.6% | Reduced |
| UBS Asset Management Americas Inc | 1,184,055 | $76.3M | 0.03% | +103,992+9.6% | Added |