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 |
|---|---|---|---|---|---|
| Conning Inc. | 137,178 | $8.83M | 0.25% | −328−0.2% | Reduced |
| Standard Life Aberdeen plc | 135,062 | $8.74M | 0.02% | −3,281−2.4% | Reduced |
| Asset Management One Co.,Ltd. | 133,074 | $8.57M | 0.03% | +5,208+4.1% | Added |
| Rafferty Asset Management, LLC | 127,339 | $8.20M | 0.06% | −39,649−23.7% | Reduced |
| Schroder Investment Management Group | 126,321 | $8.13M | 0.01% | −247,164−66.2% | Reduced |
| Baird Financial Group, Inc. | 120,492 | $7.76M | 0.02% | −13,271−9.9% | Reduced |
| Ensign Peak Advisors, Inc | 118,842 | $7.65M | 0.02% | −37,489−24.0% | Reduced |
| Guggenheim Capital LLC | 117,758 | $7.58M | 0.05% | −55,432−32.0% | Reduced |
| Allianz Asset Management GmbH | 116,418 | $7.50M | 0.01% | +41,466+55.3% | Added |
| Andra AP-fonden | 110,200 | $7.10M | 0.15% | −22,600−17.0% | Reduced |
| Russell Investments Group, Ltd. | 108,401 | $7.02M | 0.01% | +32,503+42.8% | Added |
| Storebrand Asset Management AS | 107,922 | $6.95M | 0.03% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 107,786 | $6.93M | 0.05% | +107,786 | New |
| Bridgewater Associates, LP | 107,265 | $6.91M | 0.04% | +13,754+14.7% | Added |
| Royal London Asset Management Ltd | 105,527 | $6.79M | 0.03% | +2,054+2.0% | Added |
| AMG National Trust Bank | 105,322 | $6.78M | 0.22% | 00.0% | Unchanged |
| Voya Investment Management LLC | 104,819 | $6.75M | 0.01% | −2,630−2.4% | Reduced |
| Korea Investment CORP | 104,300 | $6.72M | 0.02% | −45,100−30.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 102,791 | $6.62M | 0.03% | +9,031+9.6% | Added |
| Forsta Ap-Fonden | 100,900 | $6.50M | 0.07% | −2,500−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 100,752 | $6.49M | 0.60% | −6,294−5.9% | Reduced |
| Handelsbanken Fonder AB | 100,514 | $6.47M | 0.03% | +11,200+12.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 98,550 | $6.35M | 0.06% | +5,100+5.5% | Added |
| Treasurer of the State of North Carolina | 95,516 | $6.15M | 0.04% | +1,979+2.1% | Added |
| TD Asset Management Inc | 94,800 | $6.11M | 0.01% | −1,746−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 94,488 | $6.08M | 0.04% | −3,500−3.6% | Reduced |
| AMP Capital Investors Ltd | 93,244 | $6.01M | 0.03% | −63,835−40.6% | Reduced |
| AE Wealth Management LLC | 93,240 | $6.00M | 0.05% | +15,520+20.0% | Added |
| LPL Financial LLC | 89,539 | $5.77M | 0.01% | −10,898−10.9% | Reduced |
| SG Americas Securities, LLC | 88,731 | $5.71M | 0.03% | +85,539+2,679.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 86,841 | $5.59M | 0.29% | +86,841 | New |
| Retirement Systems of Alabama | 85,715 | $5.52M | 0.02% | −6,821−7.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 84,857 | $5.46M | 0.01% | +11,955+16.4% | Added |
| ARGI Investment Services, LLC | 83,446 | $5.37M | 0.17% | +4,457+5.6% | Added |
| USS Investment Management Ltd | 82,307 | $5.30M | 0.05% | +60,207+272.4% | Added |
| Amalgamated Bank | 81,593 | $5.25M | 0.04% | −3,546−4.2% | Reduced |
| Aviva PLC | 81,090 | $5.22M | 0.02% | −6,007−6.9% | Reduced |
| Raymond James & Associates | 77,708 | $5.00M | 0.00% | +24,653+46.5% | Added |
| Arizona State Retirement System | 76,337 | $4.92M | 0.04% | −717−0.9% | Reduced |
| American International Group, Inc. | 74,711 | $4.81M | 0.03% | −2,661−3.4% | Reduced |
| Susquehanna International Group, LLP | 73,326 | $4.72M | 0.01% | −16,129−18.0% | Reduced |
| Comerica Bank | 67,873 | $4.71M | 0.03% | −14,175−17.3% | Reduced |
| Macquarie Group Ltd | 71,876 | $4.63M | 0.00% | +11,978+20.0% | Added |
| Oregon Public Employees Retirement Fund | 71,802 | $4.62M | 0.05% | +3,223+4.7% | Added |
| DekaBank Deutsche Girozentrale | 69,483 | $4.55M | 0.01% | +23,991+52.7% | Added |
| Beacon Financial Group | 66,116 | $4.32M | 0.60% | +570+0.9% | Added |
| Iowa State Bank | 66,246 | $4.27M | 1.19% | −2,978−4.3% | Reduced |
| CIBC World Markets Corp | 65,941 | $4.25M | 0.03% | +1,502+2.3% | Added |
| Freestone Capital Holdings, LLC | 65,901 | $4.24M | 0.21% | +262+0.4% | Added |
| State of Michigan Retirement System | 65,643 | $4.23M | 0.02% | −1,000−1.5% | Reduced |
| Wealthfront Advisers LLC | 64,704 | $4.17M | 0.02% | +13,184+25.6% | Added |
| ProShare Advisors LLC | 64,595 | $4.16M | 0.01% | −2,389−3.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 64,242 | $4.14M | 0.02% | −6,370−9.0% | Reduced |
| NN Investment Partners Holdings N.V. | 63,149 | $4.07M | 0.02% | +1,107+1.8% | Added |
| Nomura Asset Management Co Ltd | 62,413 | $4.02M | 0.02% | −847−1.3% | Reduced |
| Old National Bancorp | 60,133 | $3.87M | 0.15% | +1,008+1.7% | Added |
| Cornercap Investment Counsel Inc | 60,096 | $3.87M | 0.44% | −1,855−3.0% | 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 |
| Natixis Advisors, L.P. | 58,357 | $3.76M | 0.02% | −15,060−20.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 58,143 | $3.75M | 0.02% | −110.0% | Reduced |
| Employees Retirement System of Texas | 57,725 | $3.72M | 0.04% | +16,000+38.3% | Added |
| Hoylecohen, LLC | 56,951 | $3.67M | 0.35% | −201−0.4% | Reduced |
| MetLife Investment Management | 56,375 | $3.63M | 0.03% | −2,274−3.9% | Reduced |
| DnB Asset Management AS | 55,727 | $3.59M | 0.02% | −68,068−55.0% | Reduced |
| Stifel Financial Corp | 55,494 | $3.57M | 0.01% | −1,586−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 55,144 | $3.55M | 0.01% | +633+1.2% | Added |
| Regentatlantic Capital LLC | 54,849 | $3.53M | 0.11% | −508−0.9% | Reduced |
| Qube Research & Technologies Ltd | 54,618 | $3.52M | 0.04% | +54,618 | New |
| Gulf International Bank (UK) Ltd | 54,466 | $3.51M | 0.05% | −296−0.5% | Reduced |
| Private Advisor Group, LLC | 53,829 | $3.47M | 0.02% | +20,657+62.3% | Added |
| State of Alaska, Department of Revenue | 53,603 | $3.45M | 0.03% | +4,746+9.7% | Added |
| BerganKDV Wealth Management, LLC | 53,161 | $3.42M | 0.39% | +2,956+5.9% | Added |
| NewSquare Capital LLC | 52,794 | $3.40M | 0.40% | +1,414+2.8% | Added |
| Unison Advisors LLC | 52,135 | $3.36M | 0.84% | −12,810−19.7% | Reduced |
| D. E. Shaw & Co., Inc. | 52,019 | $3.35M | 0.00% | −20,390−28.2% | Reduced |
| British Columbia Investment Management Corp | 50,308 | $3.24M | 0.02% | −96−0.2% | Reduced |
| Utah Retirement Systems | 47,913 | $3.09M | 0.04% | −3,300−6.4% | Reduced |
| Dean Investment Associates, LLC | 47,812 | $3.08M | 0.58% | +706+1.5% | Added |
| DuPont Capital Management Corp | 46,860 | $3.02M | 0.09% | +42,819+1,059.6% | Added |
| Advisor Group Holdings, Inc. | 46,258 | $2.98M | 0.01% | −1,156−2.4% | Reduced |
| Hancock Whitney Corp | 44,333 | $2.85M | 0.10% | −10,857−19.7% | Reduced |
| US Bancorp | 43,774 | $2.82M | 0.01% | −1,191−2.6% | Reduced |
| Advisors Asset Management, Inc. | 43,656 | $2.81M | 0.04% | −8,075−15.6% | Reduced |
| Arjuna Capital | 43,564 | $2.81M | 1.14% | +2,023+4.9% | Added |
| Pinnacle Associates Ltd | 42,916 | $2.76M | 0.05% | +60.0% | Added |
| State of Tennessee, Treasury Department | 42,744 | $2.75M | 0.01% | −2,316−5.1% | Reduced |
| Crestline Management, LP | 42,604 | $2.74M | 0.26% | +42,604 | New |
| Gyon Technologies Capital Management, LP | 42,529 | $2.74M | 0.74% | +42,529 | New |
| Public Sector Pension Investment Board | 42,106 | $2.71M | 0.02% | +2,450+6.2% | Added |
| STRS Ohio | 41,667 | $2.68M | 0.01% | −1,023−2.4% | Reduced |
| IFM Investors Pty Ltd | 41,335 | $2.66M | 0.06% | 00.0% | Unchanged |
| Edmp, Inc. | 40,613 | $2.62M | 2.77% | +924+2.3% | Added |
| Mackay Shields LLC | 39,659 | $2.56M | 0.02% | −2,022−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 39,582 | $2.55M | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 38,700 | $2.49M | 0.05% | 00.0% | Unchanged |
| Texas Permanent School Fund | 38,561 | $2.48M | 0.03% | −3,465−8.2% | Reduced |
| Meritage Portfolio Management | 37,914 | $2.44M | 0.15% | −31,304−45.2% | Reduced |
| Avantax Planning Partners, Inc. | 37,579 | $2.42M | 0.11% | +1,901+5.3% | Added |
| Envestnet Asset Management Inc | 36,955 | $2.38M | 0.00% | −3,339−8.3% | Reduced |