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, Q4 2021
Institutional positions in Principal Financial Group Inc as of Dec 31, 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
- 664
- +49 vs. Q3 2021
- Shares held
- 196.6M
- +2.96M (+1.5%) vs. Q3 2021
- Total value
- $14.2B
- +$1.74B (+13.9%) vs. Q3 2021
- New holders
- 111
- 202 more added
- Sold out
- 62
- 214 more reduced
9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,877,510 | $2.09B | 0.05% | −254,088−0.9% | Reduced |
| BlackRock Inc. | 22,496,639 | $1.63B | 0.04% | +511,634+2.3% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.31B | 64.15% | 00.0% | Unchanged |
| Capital Research Global Investors | 15,228,210 | $1.10B | 0.24% | −492,966−3.1% | Reduced |
| State Street Corp | 13,491,017 | $975.8M | 0.05% | +174,433+1.3% | Added |
| Bank of America Corp | 11,090,467 | $802.2M | 0.09% | +9,817,312+771.1% | Added |
| Geode Capital Management, LLC | 4,992,520 | $360.2M | 0.04% | +57,389+1.2% | Added |
| Credit Suisse AG | 4,359,578 | $315.3M | 0.25% | −1,372,461−23.9% | Reduced |
| Northern Trust Corp | 4,070,374 | $294.4M | 0.05% | −183,531−4.3% | Reduced |
| Bank of New York Mellon Corp | 4,057,098 | $293.4M | 0.05% | −724,899−15.2% | Reduced |
| Charles Schwab Investment Management Inc | 3,802,571 | $275.0M | 0.08% | +98,235+2.7% | Added |
| Dimensional Fund Advisors LP | 3,660,602 | $264.8M | 0.08% | −127,277−3.4% | Reduced |
| Goldman Sachs Group Inc | 3,060,524 | $221.4M | 0.05% | +865,635+39.4% | Added |
| Invesco Ltd. | 2,816,735 | $203.7M | 0.05% | −261,675−8.5% | Reduced |
| Norges Bank | 2,800,722 | $202.6M | 0.04% | −14,641−0.5% | Reduced |
| Canada Pension Plan Investment Board | 2,373,900 | $171.7M | 0.18% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,927,328 | $139.4M | 0.02% | +7160.0% | Added |
| Legal & General Group Plc | 1,900,000 | $137.4M | 0.04% | −55,550−2.8% | Reduced |
| FMR LLC | 1,762,411 | $127.5M | 0.01% | −286,411−14.0% | Reduced |
| Barclays PLC | 1,747,147 | $126.4M | 0.08% | −918,043−34.4% | Reduced |
| Ameriprise Financial Inc | 1,858,328 | $120.9M | 0.03% | +1,295,264+230.0% | Added |
| Mairs & Power Inc | 1,477,014 | $106.8M | 0.99% | −186,309−11.2% | Reduced |
| Parametric Portfolio Associates LLC | 1,455,241 | $105.3M | 0.05% | +60,996+4.4% | Added |
| Toronto Dominion Bank | 1,302,636 | $94.2M | 0.13% | −212,707−14.0% | Reduced |
| UBS Asset Management Americas Inc | 1,205,207 | $87.2M | 0.03% | +21,152+1.8% | Added |
| Old Republic International Corporation | 1,124,000 | $81.3M | 1.54% | 00.0% | Unchanged |
| Swiss National Bank | 1,020,116 | $73.8M | 0.04% | −55,600−5.2% | Reduced |
| Morgan Stanley | 971,498 | $70.3M | 0.01% | −51,140−5.0% | Reduced |
| HSBC Holdings PLC | 938,955 | $67.8M | 0.07% | −122,060−11.5% | Reduced |
| Amundi | 850,335 | $65.1M | 0.04% | +29,436+3.6% | Added |
| Nuveen Asset Management, LLC | 857,827 | $62.0M | 0.02% | −56,475−6.2% | Reduced |
| Cambiar Investors LLC | 841,651 | $60.9M | 2.09% | −16,990−2.0% | Reduced |
| Victory Capital Management Inc | 773,416 | $55.9M | 0.05% | +215,528+38.6% | Added |
| Deutsche Bank AG | 762,048 | $55.1M | 0.02% | +66,905+9.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 758,216 | $54.8M | 0.03% | −201,882−21.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 753,387 | $54.5M | 0.12% | −22,000−2.8% | Reduced |
| AXA S.A. | 718,806 | $52.0M | 0.13% | −10,472−1.4% | Reduced |
| KBC Group NV | 681,278 | $49.3M | 0.16% | −26,965−3.8% | Reduced |
| California Public Employees Retirement System | 590,375 | $42.7M | 0.03% | −29,843−4.8% | Reduced |
| Bank of Montreal | 560,687 | $40.6M | 0.02% | −1,947,250−77.6% | Reduced |
| Fort Washington Investment Advisors Inc | 546,674 | $39.5M | 0.24% | 00.0% | Unchanged |
| California State Teachers Retirement System | 490,445 | $35.5M | 0.04% | +3,105+0.6% | Added |
| Wedge Capital Management L L P | 485,347 | $35.1M | 0.43% | −17,787−3.5% | Reduced |
| National Pension Service | 477,294 | $34.5M | 0.06% | −8,537−1.8% | Reduced |
| North Star Asset Management Inc | 452,952 | $32.8M | 1.65% | −481−0.1% | Reduced |
| Rhumbline Advisers | 432,741 | $31.3M | 0.04% | +3,750+0.9% | Added |
| Capstone Investment Advisors, LLC | 400,000 | $28.9M | 0.46% | +399,117+45,200.1% | Added |
| JPMorgan Chase & Co | 382,328 | $27.7M | 0.00% | −29,377−7.1% | Reduced |
| LSV Asset Management | 379,829 | $27.5M | 0.05% | −43,700−10.3% | Reduced |
| Price T Rowe Associates Inc | 365,456 | $26.4M | 0.00% | −23,571−6.1% | Reduced |
| First Trust Advisors LP | 361,372 | $26.1M | 0.03% | −123,560−25.5% | Reduced |
| Argent Capital Management LLC | 338,848 | $24.5M | 0.71% | −1,623−0.5% | Reduced |
| Kempen Capital Management N.V. | 336,407 | $24.3M | 0.75% | +6,009+1.8% | Added |
| Alliancebernstein L.P. | 335,434 | $24.3M | 0.01% | −12,709−3.7% | Reduced |
| State Board of Administration of Florida Retirement System | 325,741 | $23.6M | 0.04% | −3,602−1.1% | Reduced |
| Alps Advisors Inc | 322,870 | $23.4M | 0.26% | +322,870 | New |
| UBS Group AG | 315,285 | $22.8M | 0.01% | −56,704−15.2% | Reduced |
| Wells Fargo & Company | 307,569 | $22.2M | 0.01% | +70,276+29.6% | Added |
| New York State Teachers Retirement System | 303,496 | $22.0M | 0.04% | −13,729−4.3% | Reduced |
| GW Henssler & Associates Ltd | 303,322 | $21.9M | 1.40% | +4,492+1.5% | Added |
| Bank of Nova Scotia | 301,774 | $21.8M | 0.03% | −55,431−15.5% | Reduced |
| New York State Common Retirement Fund | 299,426 | $21.7M | 0.02% | −9,552−3.1% | Reduced |
| Principal Financial Group Inc | 283,084 | $20.5M | 0.01% | −9,891−3.4% | Reduced |
| Royal Bank of Canada | 277,927 | $20.1M | 0.00% | +41,392+17.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 276,477 | $19.9M | 0.03% | 00.0% | Unchanged |
| Swedbank AB | 275,466 | $19.9M | 0.03% | −895−0.3% | Reduced |
| Great West Life Assurance Co | 274,735 | $19.8M | 0.04% | +30,005+12.3% | Added |
| The PNC Financial Services Group, Inc. | 266,557 | $19.3M | 0.02% | −4,590−1.7% | Reduced |
| Citigroup Inc | 262,879 | $19.0M | 0.02% | +5,430+2.1% | Added |
| Capital Management Corp | 254,197 | $18.4M | 3.82% | −8,110−3.1% | Reduced |
| Prudential Financial Inc | 237,748 | $16.6M | 0.02% | +15,017+6.7% | Added |
| Brandywine Global Investment Management, LLC | 222,882 | $16.1M | 0.12% | +2,948+1.3% | Added |
| BNP Paribas Arbitrage, SA | 219,050 | $15.8M | 0.04% | +36,072+19.7% | Added |
| SG Americas Securities, LLC | 215,959 | $15.6M | 0.10% | +127,228+143.4% | Added |
| Mn Services Vermogensbeheer B.V. | 209,680 | $15.2M | 0.09% | +7,700+3.8% | Added |
| Swiss Life Asset Management Ltd | 209,230 | $15.1M | 0.20% | −2,184−1.0% | Reduced |
| State of Wisconsin Investment Board | 205,755 | $14.9M | 0.03% | −10,943−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 195,804 | $14.2M | 0.01% | −58,557−23.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 191,528 | $13.9M | 0.07% | +42,354+28.4% | Added |
| Storebrand Asset Management AS | 179,099 | $13.0M | 0.06% | +71,177+66.0% | Added |
| Glenmede Trust Co NA | 177,871 | $12.9M | 0.06% | −2,331−1.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 177,191 | $12.8M | 0.03% | −18,050−9.2% | Reduced |
| Goelzer Investment Management, Inc. | 160,038 | $11.6M | 0.94% | −2,235−1.4% | Reduced |
| Ci Investments Inc. | 158,920 | $11.5M | 0.04% | +12,692+8.7% | Added |
| Russell Investments Group, Ltd. | 158,698 | $11.5M | 0.02% | +50,297+46.4% | Added |
| Commerce Bank | 157,235 | $11.4M | 0.07% | −11,142−6.6% | Reduced |
| Eaton Vance Management | 152,199 | $11.0M | 0.01% | +740.0% | Added |
| Rafferty Asset Management, LLC | 149,358 | $10.8M | 0.06% | +22,019+17.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 147,839 | $10.7M | 0.03% | −5,416−3.5% | Reduced |
| State of New Jersey Common Pension Fund D | 146,772 | $10.6M | 0.03% | −3,985−2.6% | Reduced |
| Sound Income Strategies, LLC | 144,472 | $10.4M | 1.23% | +589+0.4% | Added |
| Public Employees Retirement System of Ohio | 143,042 | $10.3M | 0.03% | −7,433−4.9% | Reduced |
| Pictet Asset Management SA | 135,191 | $9.78M | 0.01% | −4,978−3.6% | Reduced |
| Natixis | 129,312 | $9.35M | 0.03% | +118,145+1,058.0% | Added |
| Baird Financial Group, Inc. | 124,122 | $8.98M | 0.02% | +3,630+3.0% | Added |
| Ensign Peak Advisors, Inc | 122,610 | $8.87M | 0.02% | +3,768+3.2% | Added |
| Standard Life Aberdeen plc | 122,414 | $8.85M | 0.02% | −12,648−9.4% | Reduced |
| Asset Management One Co.,Ltd. | 120,273 | $8.69M | 0.03% | −12,801−9.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 116,323 | $8.52M | 0.03% | +13,532+13.2% | Added |
| Conning Inc. | 114,372 | $8.27M | 0.22% | −22,806−16.6% | Reduced |