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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 50,426 | $3.65M | 0.04% | −3,177−5.9% | Reduced |
| BerganKDV Wealth Management, LLC | 51,803 | $3.75M | 0.39% | −1,358−2.6% | Reduced |
| Interval Partners, LP | 51,961 | $3.76M | 0.26% | −178,844−77.5% | Reduced |
| Teacher Retirement System of Texas | 52,008 | $3.76M | 0.02% | −101,080−66.0% | Reduced |
| D. E. Shaw & Co., Inc. | 52,419 | $3.79M | 0.00% | +400+0.8% | Added |
| Unison Advisors LLC | 52,763 | $3.82M | 0.92% | +628+1.2% | Added |
| CIBC World Markets Corp | 53,120 | $3.84M | 0.02% | −12,821−19.4% | Reduced |
| Korea Investment CORP | 54,000 | $3.91M | 0.01% | −50,300−48.2% | Reduced |
| Commonwealth Equity Services, LLC | 54,283 | $3.93M | 0.01% | −861−1.6% | Reduced |
| MetLife Investment Management | 54,464 | $3.94M | 0.03% | −1,911−3.4% | Reduced |
| Regentatlantic Capital LLC | 55,086 | $3.98M | 0.11% | +237+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,705 | $4.03M | 0.02% | −3,097−5.3% | Reduced |
| Mount Lucas Management LP | 56,460 | $4.08M | 1.17% | +56,460 | New |
| Hoylecohen, LLC | 57,415 | $4.15M | 0.35% | +464+0.8% | Added |
| NewSquare Capital LLC | 58,631 | $4.24M | 0.45% | +5,837+11.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 58,886 | $4.25M | 0.02% | +743+1.3% | Added |
| Pacer Advisors, Inc. | 59,845 | $4.33M | 0.04% | +45,541+318.4% | Added |
| Natixis Advisors, L.P. | 61,144 | $4.42M | 0.02% | +2,787+4.8% | Added |
| Old National Bancorp | 62,339 | $4.51M | 0.16% | +2,206+3.7% | Added |
| Nomura Asset Management Co Ltd | 62,556 | $4.52M | 0.02% | +143+0.2% | Added |
| NN Investment Partners Holdings N.V. | 64,209 | $4.64M | 0.02% | +1,060+1.7% | Added |
| Oregon Public Employees Retirement Fund | 65,430 | $4.73M | 0.05% | −6,372−8.9% | Reduced |
| Iowa State Bank | 65,519 | $4.74M | 1.12% | −727−1.1% | Reduced |
| Beacon Financial Group | 65,394 | $4.79M | 0.62% | −722−1.1% | Reduced |
| Comerica Bank | 65,933 | $4.79M | 0.04% | −1,940−2.9% | Reduced |
| Freestone Capital Holdings, LLC | 66,875 | $4.84M | 0.20% | +974+1.5% | Added |
| Stifel Financial Corp | 67,317 | $4.87M | 0.01% | +11,823+21.3% | Added |
| Amalgamated Bank | 68,162 | $4.93M | 0.04% | −13,431−16.5% | Reduced |
| Prana Capital Management, LP | 68,722 | $4.97M | 0.39% | −542,196−88.8% | Reduced |
| State of Michigan Retirement System | 69,237 | $5.01M | 0.03% | +3,594+5.5% | Added |
| Wealthfront Advisers LLC | 72,549 | $5.25M | 0.02% | +7,845+12.1% | Added |
| American International Group, Inc. | 72,991 | $5.28M | 0.03% | −1,720−2.3% | Reduced |
| Arizona State Retirement System | 73,075 | $5.29M | 0.04% | −3,262−4.3% | Reduced |
| Macquarie Group Ltd | 73,691 | $5.33M | 0.00% | +1,815+2.5% | Added |
| Employees Retirement System of Texas | 73,725 | $5.33M | 0.06% | +16,000+27.7% | Added |
| DekaBank Deutsche Girozentrale | 75,569 | $5.44M | 0.01% | +6,086+8.8% | Added |
| ProShare Advisors LLC | 75,366 | $5.45M | 0.01% | +10,771+16.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,825 | $5.48M | 0.03% | +11,583+18.0% | Added |
| Retirement Systems of Alabama | 81,681 | $5.91M | 0.02% | −4,034−4.7% | Reduced |
| Millennium Management LLC | 82,022 | $5.93M | 0.01% | −133,678−62.0% | Reduced |
| USS Investment Management Ltd | 82,307 | $5.96M | 0.05% | 00.0% | Unchanged |
| Aviva PLC | 84,484 | $6.11M | 0.03% | +3,394+4.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 84,970 | $6.15M | 0.01% | +113+0.1% | Added |
| Assenagon Asset Management S.A. | 86,286 | $6.24M | 0.02% | +77,948+934.9% | Added |
| ARGI Investment Services, LLC | 86,311 | $6.24M | 0.18% | +2,865+3.4% | Added |
| Man Group plc | 88,983 | $6.44M | 0.02% | +58,125+188.4% | Added |
| TD Asset Management Inc | 89,571 | $6.48M | 0.01% | −5,229−5.5% | Reduced |
| Raymond James & Associates | 90,091 | $6.52M | 0.01% | +12,383+15.9% | Added |
| Susquehanna International Group, LLP | 90,968 | $6.58M | 0.01% | +17,642+24.1% | Added |
| Janus Henderson Group PLC | 91,621 | $6.63M | 0.00% | −193,008−67.8% | Reduced |
| Nisa Investment Advisors, LLC | 91,359 | $6.67M | 0.05% | −3,129−3.3% | Reduced |
| Handelsbanken Fonder AB | 92,414 | $6.68M | 0.03% | −8,100−8.1% | Reduced |
| LPL Financial LLC | 93,193 | $6.74M | 0.01% | +3,654+4.1% | Added |
| Dorsey & Whitney Trust CO LLC | 93,589 | $6.77M | 0.57% | −7,163−7.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 94,035 | $6.80M | 0.01% | −43,907−31.8% | Reduced |
| Treasurer of the State of North Carolina | 94,956 | $6.87M | 0.04% | −560−0.6% | Reduced |
| Voya Investment Management LLC | 98,043 | $7.09M | 0.01% | −6,776−6.5% | Reduced |
| AE Wealth Management LLC | 100,153 | $7.24M | 0.05% | +6,913+7.4% | Added |
| AMG National Trust Bank | 101,879 | $7.37M | 0.22% | −3,443−3.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 102,901 | $7.44M | 0.07% | +4,351+4.4% | Added |
| Allianz Asset Management GmbH | 103,633 | $7.50M | 0.01% | −12,785−11.0% | Reduced |
| Royal London Asset Management Ltd | 105,527 | $7.63M | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 107,969 | $7.81M | 0.04% | −9,789−8.3% | Reduced |
| Andra AP-fonden | 108,100 | $7.82M | 0.16% | −2,100−1.9% | Reduced |
| Conning Inc. | 114,372 | $8.27M | 0.22% | −22,806−16.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 116,323 | $8.52M | 0.03% | +13,532+13.2% | Added |
| Asset Management One Co.,Ltd. | 120,273 | $8.69M | 0.03% | −12,801−9.6% | Reduced |
| Standard Life Aberdeen plc | 122,414 | $8.85M | 0.02% | −12,648−9.4% | Reduced |
| Ensign Peak Advisors, Inc | 122,610 | $8.87M | 0.02% | +3,768+3.2% | Added |
| Baird Financial Group, Inc. | 124,122 | $8.98M | 0.02% | +3,630+3.0% | Added |
| Natixis | 129,312 | $9.35M | 0.03% | +118,145+1,058.0% | Added |
| Pictet Asset Management SA | 135,191 | $9.78M | 0.01% | −4,978−3.6% | Reduced |
| Public Employees Retirement System of Ohio | 143,042 | $10.3M | 0.03% | −7,433−4.9% | Reduced |
| Sound Income Strategies, LLC | 144,472 | $10.4M | 1.23% | +589+0.4% | Added |
| State of New Jersey Common Pension Fund D | 146,772 | $10.6M | 0.03% | −3,985−2.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 147,839 | $10.7M | 0.03% | −5,416−3.5% | Reduced |
| Rafferty Asset Management, LLC | 149,358 | $10.8M | 0.06% | +22,019+17.3% | Added |
| Eaton Vance Management | 152,199 | $11.0M | 0.01% | +740.0% | Added |
| Commerce Bank | 157,235 | $11.4M | 0.07% | −11,142−6.6% | Reduced |
| Russell Investments Group, Ltd. | 158,698 | $11.5M | 0.02% | +50,297+46.4% | Added |
| Ci Investments Inc. | 158,920 | $11.5M | 0.04% | +12,692+8.7% | Added |
| Goelzer Investment Management, Inc. | 160,038 | $11.6M | 0.94% | −2,235−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 177,191 | $12.8M | 0.03% | −18,050−9.2% | Reduced |
| Glenmede Trust Co NA | 177,871 | $12.9M | 0.06% | −2,331−1.3% | Reduced |
| Storebrand Asset Management AS | 179,099 | $13.0M | 0.06% | +71,177+66.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 191,528 | $13.9M | 0.07% | +42,354+28.4% | Added |
| Manufacturers Life Insurance Company, The | 195,804 | $14.2M | 0.01% | −58,557−23.0% | Reduced |
| State of Wisconsin Investment Board | 205,755 | $14.9M | 0.03% | −10,943−5.0% | Reduced |
| Swiss Life Asset Management Ltd | 209,230 | $15.1M | 0.20% | −2,184−1.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 209,680 | $15.2M | 0.09% | +7,700+3.8% | Added |
| SG Americas Securities, LLC | 215,959 | $15.6M | 0.10% | +127,228+143.4% | Added |
| BNP Paribas Arbitrage, SA | 219,050 | $15.8M | 0.04% | +36,072+19.7% | Added |
| Brandywine Global Investment Management, LLC | 222,882 | $16.1M | 0.12% | +2,948+1.3% | Added |
| Prudential Financial Inc | 237,748 | $16.6M | 0.02% | +15,017+6.7% | Added |
| Capital Management Corp | 254,197 | $18.4M | 3.82% | −8,110−3.1% | Reduced |
| Citigroup Inc | 262,879 | $19.0M | 0.02% | +5,430+2.1% | Added |
| The PNC Financial Services Group, Inc. | 266,557 | $19.3M | 0.02% | −4,590−1.7% | Reduced |
| Great West Life Assurance Co | 274,735 | $19.8M | 0.04% | +30,005+12.3% | Added |
| Swedbank AB | 275,466 | $19.9M | 0.03% | −895−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 276,477 | $19.9M | 0.03% | 00.0% | Unchanged |