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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 36,414 | $2.35M | 0.16% | +1,106+3.1% | Added |
| Covenant Multifamily Offices, LLC | 35,145 | $2.34M | 0.42% | +338+1.0% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 36,195 | $2.33M | 0.75% | +800+2.3% | Added |
| Cetera Investment Advisers | 35,602 | $2.29M | 0.04% | −1,544−4.2% | Reduced |
| Banque Cantonale Vaudoise | 34,755 | $2.24M | 0.10% | +1,200+3.6% | Added |
| APG Asset Management N.V. | 39,447 | $2.19M | 0.00% | −602,117−93.9% | Reduced |
| Cubist Systematic Strategies, LLC | 32,893 | $2.12M | 0.03% | −49,429−60.0% | Reduced |
| Mutual of America Capital Management LLC | 32,756 | $2.11M | 0.02% | −274−0.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.08M | 0.03% | −26,086−44.7% | Reduced |
| AQR Capital Management LLC | 32,115 | $2.07M | 0.00% | −126,542−79.8% | Reduced |
| Kingsview Wealth Management, LLC | 31,540 | $2.03M | 0.10% | −200−0.6% | Reduced |
| Jane Street Group, LLC | 31,329 | $2.02M | 0.01% | +16,282+108.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,280 | $2.01M | 0.02% | −415−1.3% | Reduced |
| Man Group plc | 30,858 | $1.99M | 0.01% | −110,005−78.1% | Reduced |
| Leelyn Smith, LLC | 30,222 | $1.95M | 0.56% | +99+0.3% | Added |
| Columbus Macro, LLC | 29,817 | $1.92M | 0.63% | −1,495−4.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,691 | $1.91M | 0.05% | −726−2.4% | Reduced |
| Metropolitan Life Insurance Co | 29,665 | $1.91M | 0.03% | −1,422−4.6% | Reduced |
| Twin Tree Management, LP | 28,936 | $1.86M | 0.06% | +28,936 | New |
| Global Retirement Partners, LLC | 28,818 | $1.86M | 0.18% | +66+0.2% | Added |
| Crossmark Global Holdings, Inc. | 28,637 | $1.84M | 0.04% | +550+2.0% | Added |
| Sunbelt Securities, Inc. | 29,702 | $1.81M | 0.33% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 27,756 | $1.79M | 0.02% | +1,017+3.8% | Added |
| Hartford Investment Management Co | 26,860 | $1.73M | 0.05% | −2,747−9.3% | Reduced |
| Oppenheimer Asset Management Inc. | 26,793 | $1.73M | 0.02% | −147−0.5% | Reduced |
| HRT Financial LP | 26,720 | $1.72M | 0.01% | +26,720 | New |
| Candriam Luxembourg S.C.A. | 26,695 | $1.72M | 0.01% | −1,788−6.3% | Reduced |
| Premier Asset Management LLC | 26,320 | $1.70M | 0.23% | +8,485+47.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,036 | $1.68M | 0.00% | +1,880+7.8% | Added |
| PGGM Investments | 25,853 | $1.67M | 0.01% | +22,995+804.6% | Added |
| Hohimer Wealth Management, LLC | 25,419 | $1.64M | 0.34% | 00.0% | Unchanged |
| Montag A & Associates Inc | 24,662 | $1.59M | 0.09% | −500−2.0% | Reduced |
| Mackenzie Financial Corp | 24,207 | $1.56M | 0.00% | +5,128+26.9% | Added |
| CIBC Asset Management Inc | 24,160 | $1.56M | 0.01% | +540+2.3% | Added |
| Paloma Partners Management Co | 23,711 | $1.53M | 0.07% | +16,880+247.1% | Added |
| First Republic Investment Management, Inc. | 23,255 | $1.50M | 0.00% | +5,137+28.4% | Added |
| Westpac Banking Corp | 22,728 | $1.46M | 0.02% | −1,945−7.9% | Reduced |
| ING Groep NV | 22,473 | $1.45M | 0.02% | +179+0.8% | Added |
| American Century Companies Inc | 22,209 | $1.43M | 0.00% | −4,702−17.5% | Reduced |
| ExodusPoint Capital Management, LP | 22,109 | $1.42M | 0.02% | +22,109 | New |
| Twin Capital Management Inc | 21,985 | $1.42M | 0.15% | −3,400−13.4% | Reduced |
| Cypress Capital, LLC | 21,848 | $1.41M | 0.18% | +21,848 | New |
| Vident Investment Advisory, LLC | 21,587 | $1.39M | 0.04% | +1,790+9.0% | Added |
| Maryland State Retirement & Pension System | 20,776 | $1.36M | 0.04% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 21,051 | $1.36M | 0.07% | −5,305−20.1% | Reduced |
| Achmea Investment Management B.V. | 20,796 | $1.34M | 0.04% | +504+2.5% | Added |
| Securian Asset Management, Inc | 20,753 | $1.34M | 0.03% | −534−2.5% | Reduced |
| Burney Co | 20,557 | $1.32M | 0.06% | −797−3.7% | Reduced |
| Mork Capital Management, LLC | 20,500 | $1.32M | 1.13% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 19,750 | $1.27M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 19,647 | $1.26M | 0.13% | +2,662+15.7% | Added |
| Rockland Trust Co | 19,343 | $1.25M | 0.09% | −22−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 19,298 | $1.24M | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 18,960 | $1.22M | 0.15% | +18,960 | New |
| Community Capital Management, Inc. | 18,400 | $1.19M | 1.23% | +1,400+8.2% | Added |
| Seven Eight Capital, LP | 18,310 | $1.18M | 0.11% | +3,800+26.2% | Added |
| Resources Investment Advisors, LLC. | 17,992 | $1.16M | 0.05% | −342−1.9% | Reduced |
| Veritable, L.P. | 17,822 | $1.15M | 0.02% | +2,353+15.2% | Added |
| D.A. Davidson & Co. | 17,747 | $1.14M | 0.01% | −516−2.8% | Reduced |
| Janney Montgomery Scott LLC | 17,688 | $1.14M | 0.00% | +1,851+11.7% | Added |
| South Dakota Investment Council | 17,287 | $1.11M | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,042 | $1.10M | 0.06% | −3,964−18.9% | Reduced |
| Enterprise Financial Services Corp | 16,858 | $1.09M | 0.14% | +16,685+9,644.5% | Added |
| New Mexico Educational Retirement Board | 16,554 | $1.07M | 0.04% | −400−2.4% | Reduced |
| Creative Planning | 16,525 | $1.06M | 0.00% | +1,118+7.3% | Added |
| Franklin Resources Inc | 16,525 | $1.06M | 0.00% | +4,586+38.4% | Added |
| Trilogy Capital Inc. | 15,964 | $1.03M | 0.08% | +53+0.3% | Added |
| United Capital Financial Advisers, LLC | 15,946 | $1.03M | 0.01% | −5,769−26.6% | Reduced |
| Zurich Insurance Group Ltd | 15,700 | $1.01M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 15,646 | $1.01M | 0.00% | +2,665+20.5% | Added |
| PSI Advisors, LLC | 15,527 | $1.00M | 0.46% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 15,519 | $999.0K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,500 | $998.0K | 0.02% | −300−1.9% | Reduced |
| Foster Group, Inc. | 15,341 | $988.0K | 0.10% | +10+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,270 | $983.0K | 0.05% | −95−0.6% | Reduced |
| Daiwa Securities Group Inc. | 15,148 | $976.0K | 0.01% | +559+3.8% | Added |
| Plimoth Trust Co LLC | 14,943 | $963.0K | 0.27% | −80−0.5% | Reduced |
| Captrust Financial Advisors | 14,953 | $963.0K | 0.01% | +586+4.1% | Added |
| Nordea Investment Management AB | 14,141 | $929.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 14,372 | $926.0K | 0.04% | −359−2.4% | Reduced |
| Ergoteles LLC | 14,370 | $925.0K | 0.03% | −62,317−81.3% | Reduced |
| Adams Wealth Management | 14,360 | $925.0K | 0.36% | −1,825−11.3% | Reduced |
| Pacer Advisors, Inc. | 14,304 | $921.0K | 0.01% | −1,805−11.2% | Reduced |
| Sageworth Trust Co | 13,904 | $895.0K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,848 | $892.0K | 0.02% | +1,501+12.2% | Added |
| Sompo Asset Management Co., Ltd. | 13,250 | $853.0K | 0.20% | −3,050−18.7% | Reduced |
| Xponance, Inc. | 12,890 | $830.0K | 0.02% | −1,484−10.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,741 | $820.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 12,551 | $808.0K | 0.29% | −331−2.6% | Reduced |
| Ossiam | 12,383 | $797.0K | 0.02% | +2,835+29.7% | Added |
| E. Ohman J:or Asset Management AB | 12,300 | $792.1K | 0.02% | 00.0% | Unchanged |
| Advisor Partners LLC | 11,954 | $771.0K | 0.05% | −184−1.5% | Reduced |
| Truist Financial Corp | 11,967 | $771.0K | 0.00% | +2,062+20.8% | Added |
| Northwestern Mutual Wealth Management Co | 11,925 | $769.0K | 0.00% | +236+2.0% | Added |
| Kestra Advisory Services, LLC | 11,900 | $766.0K | 0.01% | +2,977+33.4% | Added |
| HighTower Advisors, LLC | 11,565 | $749.0K | 0.00% | +1,073+10.2% | Added |
| WBI Investments | 11,501 | $740.0K | 0.12% | −59,046−83.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,337 | $730.0K | 0.01% | −150−1.3% | Reduced |
| Natixis | 11,167 | $719.0K | 0.00% | −722−6.1% | Reduced |
| Everence Capital Management Inc | 11,170 | $719.0K | 0.06% | 00.0% | Unchanged |