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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 15,292 | $1.11M | 0.02% | +7,160+88.0% | Added |
| Vestcor Inc | 15,313 | $1.11M | 0.04% | +11,290+280.6% | Added |
| Louisiana State Employees Retirement System | 15,400 | $1.11M | 0.02% | −100−0.6% | Reduced |
| Foster Group, Inc. | 15,470 | $1.12M | 0.10% | +129+0.8% | Added |
| Daiwa Securities Group Inc. | 15,483 | $1.12M | 0.01% | +335+2.2% | Added |
| Zurich Insurance Group Ltd | 15,700 | $1.14M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 15,720 | $1.14M | 0.00% | +3,795+31.8% | Added |
| D.A. Davidson & Co. | 15,842 | $1.15M | 0.01% | −1,905−10.7% | Reduced |
| Truist Financial Corp | 15,854 | $1.15M | 0.00% | +3,887+32.5% | Added |
| PSI Advisors, LLC | 16,028 | $1.16M | 0.47% | +501+3.2% | Added |
| Trilogy Capital Inc. | 16,180 | $1.17M | 0.09% | +216+1.4% | Added |
| Xponance, Inc. | 16,488 | $1.19M | 0.02% | +3,598+27.9% | Added |
| Creative Planning | 16,519 | $1.20M | 0.00% | −60.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,582 | $1.20M | 0.00% | +16,582 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,675 | $1.21M | 0.03% | −13,016−43.8% | Reduced |
| Cornercap Investment Counsel Inc | 17,050 | $1.23M | 0.18% | −43,046−71.6% | Reduced |
| South Dakota Investment Council | 17,287 | $1.25M | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 17,995 | $1.30M | 0.05% | +30.0% | Added |
| Janney Montgomery Scott LLC | 18,007 | $1.30M | 0.01% | +319+1.8% | Added |
| Franklin Resources Inc | 18,136 | $1.31M | 0.00% | +1,611+9.7% | Added |
| Redwood Investment Management, LLC | 18,369 | $1.33M | 0.17% | +18,369 | New |
| Forsta Ap-Fonden | 18,400 | $1.33M | 0.01% | −82,500−81.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,407 | $1.33M | 0.01% | −1,343−6.8% | Reduced |
| Aigen Investment Management, LP | 18,781 | $1.34M | 0.08% | +18,781 | New |
| B. Metzler seel. Sohn & Co. AG | 18,654 | $1.34M | 0.02% | +18,654 | New |
| Veritable, L.P. | 18,668 | $1.35M | 0.02% | +846+4.7% | Added |
| Crossmark Global Holdings, Inc. | 18,977 | $1.37M | 0.03% | −9,660−33.7% | Reduced |
| Rockland Trust Co | 19,309 | $1.40M | 0.09% | −34−0.2% | Reduced |
| GWM Advisors LLC | 19,368 | $1.40M | 0.02% | +5,520+39.9% | Added |
| Twin Capital Management Inc | 20,105 | $1.45M | 0.15% | −1,880−8.6% | Reduced |
| Securian Asset Management, Inc | 20,240 | $1.46M | 0.03% | −513−2.5% | Reduced |
| Burney Co | 20,393 | $1.48M | 0.06% | −164−0.8% | Reduced |
| Mork Capital Management, LLC | 20,500 | $1.48M | 1.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 20,657 | $1.49M | 0.04% | +1,359+7.0% | Added |
| Maryland State Retirement & Pension System | 20,776 | $1.50M | 0.04% | 00.0% | Unchanged |
| Cypress Capital, LLC | 21,848 | $1.58M | 0.18% | 00.0% | Unchanged |
| National Bank of Canada | 22,233 | $1.61M | 0.01% | +22,233 | New |
| Candriam Luxembourg S.C.A. | 22,256 | $1.61M | 0.01% | −4,439−16.6% | Reduced |
| Montag A & Associates Inc | 22,576 | $1.63M | 0.08% | −2,086−8.5% | Reduced |
| Westpac Banking Corp | 23,417 | $1.69M | 0.02% | +689+3.0% | Added |
| Vident Investment Advisory, LLC | 23,447 | $1.70M | 0.04% | +1,860+8.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 23,652 | $1.71M | 1.55% | +23,652 | New |
| G&S Capital LLC | 23,679 | $1.71M | 0.85% | −35,129−59.7% | Reduced |
| Mackenzie Financial Corp | 23,746 | $1.72M | 0.00% | −461−1.9% | Reduced |
| CIBC Asset Management Inc | 25,070 | $1.81M | 0.01% | +910+3.8% | Added |
| Hohimer Wealth Management, LLC | 25,398 | $1.84M | 0.39% | −21−0.1% | Reduced |
| PGGM Investments | 25,853 | $1.87M | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 26,032 | $1.88M | 0.00% | +2,777+11.9% | Added |
| Sunbelt Securities, Inc. | 24,547 | $1.92M | 0.31% | −5,155−17.4% | Reduced |
| Oppenheimer Asset Management Inc. | 26,699 | $1.93M | 0.03% | −94−0.4% | Reduced |
| Columbus Macro, LLC | 27,015 | $1.95M | 0.66% | −2,802−9.4% | Reduced |
| Capitolis Advisors LLC | 27,915 | $2.02M | 0.01% | +27,915 | New |
| Ethic Inc. | 28,098 | $2.03M | 0.16% | +8,451+43.0% | Added |
| Nissay Asset Management Corp | 28,127 | $2.03M | 0.02% | +371+1.3% | Added |
| American Century Companies Inc | 28,215 | $2.04M | 0.00% | +6,006+27.0% | Added |
| Metropolitan Life Insurance Co | 28,480 | $2.06M | 0.03% | −1,185−4.0% | Reduced |
| APG Asset Management N.V. | 32,547 | $2.07M | 0.00% | −6,900−17.5% | Reduced |
| Hartford Investment Management Co | 28,871 | $2.09M | 0.05% | +2,011+7.5% | Added |
| Allstate Corp | 29,011 | $2.10M | 0.04% | +20,676+248.1% | Added |
| Leelyn Smith, LLC | 29,619 | $2.14M | 0.57% | −603−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,942 | $2.24M | 0.02% | −338−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 31,810 | $2.29M | 0.15% | −4,604−12.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.33M | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 32,413 | $2.34M | 0.02% | −21,416−39.8% | Reduced |
| Mutual of America Capital Management LLC | 32,555 | $2.35M | 0.02% | −201−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 32,668 | $2.36M | 0.01% | −6,914−17.5% | Reduced |
| Cetera Investment Advisers | 33,286 | $2.41M | 0.03% | −2,316−6.5% | Reduced |
| Kingsview Wealth Management, LLC | 33,646 | $2.43M | 0.10% | +2,106+6.7% | Added |
| Texas Permanent School Fund | 34,003 | $2.46M | 0.03% | −4,558−11.8% | Reduced |
| Schroder Investment Management Group | 34,159 | $2.47M | 0.00% | −92,162−73.0% | Reduced |
| ING Groep NV | 34,970 | $2.53M | 0.02% | +12,497+55.6% | Added |
| Meritage Portfolio Management | 35,055 | $2.54M | 0.14% | −2,859−7.5% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 36,195 | $2.62M | 0.77% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 36,597 | $2.65M | 0.04% | −7,059−16.2% | Reduced |
| Tredje AP-fonden | 37,177 | $2.69M | 0.05% | +37,177 | New |
| Avantax Planning Partners, Inc. | 37,320 | $2.70M | 0.11% | −259−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,853 | $2.74M | 0.01% | +11,817+45.4% | Added |
| Mackay Shields LLC | 37,984 | $2.75M | 0.02% | −1,675−4.2% | Reduced |
| STRS Ohio | 38,389 | $2.78M | 0.01% | −3,278−7.9% | Reduced |
| Alaska Permanent Fund Corp | 38,700 | $2.83M | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 39,934 | $2.89M | 0.09% | −4,399−9.9% | Reduced |
| Edmp, Inc. | 40,035 | $2.90M | 2.88% | −578−1.4% | Reduced |
| Sciencast Management LP | 38,561 | $2.91M | 0.51% | +31,844+474.1% | Added |
| Pinnacle Associates Ltd | 40,451 | $2.93M | 0.05% | −2,465−5.7% | Reduced |
| US Bancorp | 41,078 | $2.97M | 0.00% | −2,696−6.2% | Reduced |
| IFM Investors Pty Ltd | 41,111 | $2.97M | 0.05% | −224−0.5% | Reduced |
| Public Sector Pension Investment Board | 41,136 | $2.98M | 0.02% | −970−2.3% | Reduced |
| State of Tennessee, Treasury Department | 42,098 | $3.04M | 0.01% | −646−1.5% | Reduced |
| Yousif Capital Management, LLC | 42,145 | $3.05M | 0.03% | +42,145 | New |
| Envestnet Asset Management Inc | 43,925 | $3.18M | 0.00% | +6,970+18.9% | Added |
| Gulf International Bank (UK) Ltd | 44,571 | $3.22M | 0.05% | −9,895−18.2% | Reduced |
| Arjuna Capital | 44,888 | $3.25M | 1.19% | +1,324+3.0% | Added |
| Advisor Group Holdings, Inc. | 45,687 | $3.31M | 0.01% | −571−1.2% | Reduced |
| Bridgewater Associates, LP | 47,177 | $3.41M | 0.02% | −60,088−56.0% | Reduced |
| British Columbia Investment Management Corp | 47,232 | $3.42M | 0.02% | −3,076−6.1% | Reduced |
| Utah Retirement Systems | 47,513 | $3.44M | 0.04% | −400−0.8% | Reduced |
| Dean Investment Associates, LLC | 47,916 | $3.47M | 0.61% | +104+0.2% | Added |
| DnB Asset Management AS | 48,852 | $3.53M | 0.02% | −6,875−12.3% | Reduced |
| Artemis Investment Management LLP | 49,354 | $3.57M | 0.03% | −58,432−54.2% | Reduced |
| Captrust Financial Advisors | 49,568 | $3.58M | 0.02% | +34,615+231.5% | Added |