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 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,273,155 | $82.0M | 0.01% | −127,610−9.1% | Reduced |
| Parametric Portfolio Associates LLC | 1,394,245 | $89.8M | 0.05% | −11,447−0.8% | Reduced |
| Toronto Dominion Bank | 1,515,343 | $97.6M | 0.15% | +128,891+9.3% | Added |
| Mairs & Power Inc | 1,663,323 | $107.1M | 1.07% | −122,803−6.9% | Reduced |
| Wellington Management Group LLP | 1,926,612 | $124.1M | 0.02% | −6330.0% | Reduced |
| Legal & General Group Plc | 1,955,550 | $125.9M | 0.04% | +83,491+4.5% | Added |
| FMR LLC | 2,048,822 | $131.9M | 0.01% | −621,956−23.3% | Reduced |
| Goldman Sachs Group Inc | 2,194,889 | $141.4M | 0.04% | +486,471+28.5% | Added |
| Canada Pension Plan Investment Board | 2,373,900 | $152.9M | 0.17% | +609,000+34.5% | Added |
| Bank of Montreal | 2,507,937 | $164.8M | 0.08% | +855,978+51.8% | Added |
| Barclays PLC | 2,665,190 | $171.6M | 0.12% | +1,852,584+228.0% | Added |
| Norges Bank | 2,815,363 | $181.3M | 0.04% | −55,302−1.9% | Reduced |
| Invesco Ltd. | 3,078,410 | $198.3M | 0.05% | −338,716−9.9% | Reduced |
| Charles Schwab Investment Management Inc | 3,704,336 | $238.6M | 0.08% | +276,715+8.1% | Added |
| Dimensional Fund Advisors LP | 3,787,879 | $244.0M | 0.08% | −32,830−0.9% | Reduced |
| Northern Trust Corp | 4,253,905 | $274.0M | 0.05% | −112,048−2.6% | Reduced |
| Bank of New York Mellon Corp | 4,781,997 | $308.0M | 0.06% | +895,728+23.0% | Added |
| Geode Capital Management, LLC | 4,935,131 | $317.0M | 0.04% | +74,731+1.5% | Added |
| Credit Suisse AG | 5,732,039 | $369.5M | 0.30% | +5,628+0.1% | Added |
| State Street Corp | 13,316,584 | $857.6M | 0.05% | +137,725+1.0% | Added |
| Capital Research Global Investors | 15,721,176 | $1.01B | 0.24% | −75,610−0.5% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.17B | 63.67% | 00.0% | Unchanged |
| BlackRock Inc. | 21,985,005 | $1.42B | 0.04% | −131,945−0.6% | Reduced |
| Vanguard Group Inc | 29,131,598 | $1.88B | 0.05% | −233,720−0.8% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −329,162−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −199,300−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −129,785−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −99,366−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −87,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −36,753−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −36,073−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −22,409−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −20,023−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −15,747−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,412−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,305−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −7,889−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −7,787−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −7,271−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,012−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −6,329−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −6,224−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −6,003−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Flagship Private Wealth, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Paradigm, Strategies in Wealth Management, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| Horan Securities, Inc. | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |
| FormulaFolio Investments, LLC | – | – | – | – | Not filed |