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 |
|---|---|---|---|---|---|
| Corient Capital Partners, LLC | 5,521 | $399.0K | 0.03% | +258+4.9% | Added |
| Synovus Financial Corp | 5,605 | $403.0K | 0.00% | +145+2.7% | Added |
| Buckingham Strategic Wealth, LLC | 5,609 | $406.0K | 0.01% | +347+6.6% | Added |
| IndexIQ Advisors LLC | 5,612 | $406.0K | 0.01% | +915+19.5% | Added |
| Vontobel Holding Ltd. | 5,653 | $408.0K | 0.00% | +916+19.3% | Added |
| Capital Investment Advisors, LLC | 5,711 | $413.0K | 0.01% | −645−10.1% | Reduced |
| Cigna Investments Inc | 5,720 | $414.0K | 0.03% | −2,050−26.4% | Reduced |
| AlphaCrest Capital Management LLC | 5,825 | $421.0K | 0.02% | −15,226−72.3% | Reduced |
| Fifth Third Bancorp | 5,999 | $434.0K | 0.00% | +468+8.5% | Added |
| Geneos Wealth Management Inc. | 6,036 | $436.0K | 0.02% | −1,834−23.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,170 | $445.0K | 0.01% | +52+0.8% | Added |
| RSM US Wealth Management LLC | 6,175 | $447.0K | 0.02% | −129−2.0% | Reduced |
| IFP Advisors, Inc | 6,202 | $449.0K | 0.01% | −499−7.4% | Reduced |
| JT Stratford LLC | 6,414 | $464.0K | 0.13% | −192−2.9% | Reduced |
| Regions Financial Corp | 6,435 | $465.0K | 0.00% | +3,000+87.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,524 | $472.0K | 0.04% | +100+1.6% | Added |
| Roosevelt Investment Group LLC | 6,594 | $477.0K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,651 | $481.0K | 0.11% | −117−1.7% | Reduced |
| Mokosak Advisory Group, LLC | 6,875 | $497.0K | 0.19% | +276+4.2% | Added |
| Forum Financial Management, LP | 6,889 | $498.0K | 0.03% | +6,889 | New |
| Greenleaf Trust | 6,947 | $502.0K | 0.01% | +245+3.7% | Added |
| Squarepoint Ops LLC | 7,002 | $506.0K | 0.00% | +2,133+43.8% | Added |
| Erste Asset Management GmbH | 7,200 | $520.4K | 0.01% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 6,800 | $521.0K | 0.12% | +6,800 | New |
| Gilbert & Cook, Inc. | 7,282 | $527.0K | 0.08% | +224+3.2% | Added |
| Banque Cantonale Vaudoise | 7,355 | $532.0K | 0.02% | −27,400−78.8% | Reduced |
| Seeyond | 7,772 | $562.0K | 0.05% | −84−1.1% | Reduced |
| CWM, LLC | 7,776 | $562.0K | 0.00% | +7,776 | New |
| Wolff Financial Management LLC | 7,815 | $565.0K | 0.21% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,959 | $576.0K | 0.04% | +250+3.2% | Added |
| DCM Advisors, LLC | 8,069 | $584.0K | 0.17% | +202+2.6% | Added |
| Winton Group Ltd | 8,131 | $588.0K | 0.04% | +8,131 | New |
| Kinneret Advisory, LLC | 8,190 | $592.0K | 0.06% | 00.0% | Unchanged |
| Norinchukin Bank, The | 8,200 | $593.0K | 0.01% | −230−2.7% | Reduced |
| Basepoint Wealth LLC | 8,214 | $594.1K | 0.58% | +8,214 | New |
| Balentine LLC | 8,297 | $600.0K | 0.02% | +1,477+21.7% | Added |
| Wetherby Asset Management Inc | 8,366 | $605.0K | 0.03% | +375+4.7% | Added |
| Carret Asset Management, LLC | 8,449 | $611.0K | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,493 | $614.0K | 0.15% | +2,255+36.1% | Added |
| Financial Advisory Service, Inc. | 8,549 | $618.0K | 0.06% | +4,260+99.3% | Added |
| Savant Capital, LLC | 8,582 | $621.0K | 0.02% | +311+3.8% | Added |
| City State Bank | 8,839 | $639.0K | 0.39% | +8,839 | New |
| Cresset Asset Management, LLC | 8,902 | $644.0K | 0.01% | +5,108+134.6% | Added |
| Chicago Trust Co NA | 9,000 | $651.0K | 0.13% | −250−2.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $654.0K | 0.04% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 9,172 | $663.0K | 0.00% | −296,564−97.0% | Reduced |
| Umb Bank N A | 9,244 | $668.0K | 0.01% | +1,552+20.2% | Added |
| First Hawaiian Bank | 9,443 | $683.0K | 0.02% | 00.0% | Unchanged |
| Barings LLC | 9,534 | $690.0K | 0.02% | −552−5.5% | Reduced |
| Venture Visionary Partners LLC | 9,558 | $691.0K | 0.04% | +1,221+14.6% | Added |
| Martin Capital Partners, LLC | 9,565 | $692.0K | 0.33% | +112+1.2% | Added |
| Colony Group LLC | 9,947 | $719.0K | 0.01% | +10.0% | Added |
| Cetera Advisor Networks LLC | 10,028 | $725.0K | 0.01% | −738−6.9% | Reduced |
| Cubist Systematic Strategies, LLC | 10,113 | $731.0K | 0.01% | −22,780−69.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,116 | $732.0K | 0.01% | −16−0.2% | Reduced |
| Panagora Asset Management Inc | 10,168 | $735.0K | 0.00% | −5,351−34.5% | Reduced |
| Independent Advisor Alliance | 10,389 | $751.0K | 0.04% | +1,687+19.4% | Added |
| Ausdal Financial Partners, Inc. | 10,423 | $754.0K | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,444 | $755.0K | 0.00% | +10,444 | New |
| Holderness Investments Co | 10,490 | $759.0K | 0.22% | −6−0.1% | Reduced |
| Sageworth Trust Co of South Dakota | 10,687 | $773.0K | 1.19% | +10,687 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,701 | $774.0K | 0.86% | −300−2.7% | Reduced |
| Thrivent Financial for Lutherans | 10,832 | $783.0K | 0.00% | −157−1.4% | Reduced |
| Gotham Asset Management, LLC | 10,879 | $787.0K | 0.03% | +10,879 | New |
| Northwestern Mutual Investment Management Company, LLC | 11,091 | $802.0K | 0.02% | −246−2.2% | Reduced |
| Everence Capital Management Inc | 11,170 | $808.0K | 0.06% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 11,212 | $811.0K | 0.01% | +5,457+94.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,220 | $812.0K | 0.04% | −4,050−26.5% | Reduced |
| Foster & Motley Inc | 11,413 | $826.0K | 0.06% | +2,922+34.4% | Added |
| Tower Research Capital LLC (TRC) | 11,474 | $830.0K | 0.01% | +8,836+335.0% | Added |
| O'Shaughnessy Asset Management, LLC | 11,572 | $837.0K | 0.01% | +10,874+1,557.9% | Added |
| Sompo Asset Management Co., Ltd. | 11,690 | $845.0K | 0.17% | −1,560−11.8% | Reduced |
| Mariner, LLC | 12,071 | $873.0K | 0.00% | +1,094+10.0% | Added |
| Acropolis Investment Management, LLC | 12,482 | $903.0K | 0.08% | +1,768+16.5% | Added |
| Greenwood Capital Associates LLC | 12,665 | $916.0K | 0.13% | +2,363+22.9% | Added |
| Illinois Municipal Retirement Fund | 12,686 | $918.0K | 0.03% | +3,806+42.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,741 | $921.0K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,774 | $924.0K | 0.01% | +874+7.3% | Added |
| HighTower Advisors, LLC | 12,822 | $926.0K | 0.00% | +1,257+10.9% | Added |
| Adams Wealth Management | 12,948 | $937.0K | 0.30% | −1,412−9.8% | Reduced |
| M&T Bank Corp | 13,032 | $943.0K | 0.00% | −2,614−16.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 13,043 | $943.0K | 0.42% | +492+3.9% | Added |
| TKG Advisors, LLC | 13,062 | $945.0K | 0.75% | +13,062 | New |
| Neuberger Berman Group LLC | 16,138 | $950.0K | 0.00% | +3,882+31.7% | Added |
| Point72 Hong Kong Ltd | 13,158 | $952.0K | 0.08% | +13,158 | New |
| Community Capital Management, Inc. | 18,400 | $959.0K | 1.03% | 00.0% | Unchanged |
| Advisor Partners LLC | 13,286 | $961.0K | 0.06% | +1,332+11.1% | Added |
| Employees Provident Fund Board | 13,500 | $976.5K | 0.02% | +13,500 | New |
| WBI Investments | 14,133 | $1.02M | 0.16% | +2,632+22.9% | Added |
| Premier Asset Management LLC | 14,160 | $1.02M | 0.18% | −12,160−46.2% | Reduced |
| Toroso Investments, LLC | 14,160 | $1.02M | 0.03% | +3,000+26.9% | Added |
| Plimoth Trust Co LLC | 14,383 | $1.04M | 0.26% | −560−3.7% | Reduced |
| United Capital Financial Advisers, LLC | 14,591 | $1.05M | 0.00% | −1,355−8.5% | Reduced |
| JustInvest LLC | 14,581 | $1.05M | 0.06% | +6,376+77.7% | Added |
| E. Ohman J:or Asset Management AB | 14,700 | $1.06M | 0.03% | +2,400+19.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,754 | $1.07M | 0.05% | −2,288−13.4% | Reduced |
| Nordea Investment Management AB | 14,842 | $1.07M | 0.00% | +701+5.0% | Added |
| Kentucky Retirement Systems | 14,898 | $1.08M | 0.04% | +526+3.7% | Added |
| Jane Street Group, LLC | 15,231 | $1.10M | 0.00% | −16,098−51.4% | Reduced |
| New Mexico Educational Retirement Board | 15,254 | $1.10M | 0.04% | −1,300−7.9% | Reduced |