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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 277,927 | $20.1M | 0.00% | +41,392+17.5% | Added |
| Principal Financial Group Inc | 283,084 | $20.5M | 0.01% | −9,891−3.4% | Reduced |
| New York State Common Retirement Fund | 299,426 | $21.7M | 0.02% | −9,552−3.1% | Reduced |
| Bank of Nova Scotia | 301,774 | $21.8M | 0.03% | −55,431−15.5% | Reduced |
| GW Henssler & Associates Ltd | 303,322 | $21.9M | 1.40% | +4,492+1.5% | Added |
| New York State Teachers Retirement System | 303,496 | $22.0M | 0.04% | −13,729−4.3% | Reduced |
| Wells Fargo & Company | 307,569 | $22.2M | 0.01% | +70,276+29.6% | Added |
| UBS Group AG | 315,285 | $22.8M | 0.01% | −56,704−15.2% | Reduced |
| Alps Advisors Inc | 322,870 | $23.4M | 0.26% | +322,870 | New |
| State Board of Administration of Florida Retirement System | 325,741 | $23.6M | 0.04% | −3,602−1.1% | Reduced |
| Alliancebernstein L.P. | 335,434 | $24.3M | 0.01% | −12,709−3.7% | Reduced |
| Kempen Capital Management N.V. | 336,407 | $24.3M | 0.75% | +6,009+1.8% | Added |
| Argent Capital Management LLC | 338,848 | $24.5M | 0.71% | −1,623−0.5% | Reduced |
| First Trust Advisors LP | 361,372 | $26.1M | 0.03% | −123,560−25.5% | Reduced |
| Price T Rowe Associates Inc | 365,456 | $26.4M | 0.00% | −23,571−6.1% | Reduced |
| LSV Asset Management | 379,829 | $27.5M | 0.05% | −43,700−10.3% | Reduced |
| JPMorgan Chase & Co | 382,328 | $27.7M | 0.00% | −29,377−7.1% | Reduced |
| Capstone Investment Advisors, LLC | 400,000 | $28.9M | 0.46% | +399,117+45,200.1% | Added |
| Rhumbline Advisers | 432,741 | $31.3M | 0.04% | +3,750+0.9% | Added |
| North Star Asset Management Inc | 452,952 | $32.8M | 1.65% | −481−0.1% | Reduced |
| National Pension Service | 477,294 | $34.5M | 0.06% | −8,537−1.8% | Reduced |
| Wedge Capital Management L L P | 485,347 | $35.1M | 0.43% | −17,787−3.5% | Reduced |
| California State Teachers Retirement System | 490,445 | $35.5M | 0.04% | +3,105+0.6% | Added |
| Fort Washington Investment Advisors Inc | 546,674 | $39.5M | 0.24% | 00.0% | Unchanged |
| Bank of Montreal | 560,687 | $40.6M | 0.02% | −1,947,250−77.6% | Reduced |
| California Public Employees Retirement System | 590,375 | $42.7M | 0.03% | −29,843−4.8% | Reduced |
| KBC Group NV | 681,278 | $49.3M | 0.16% | −26,965−3.8% | Reduced |
| AXA S.A. | 718,806 | $52.0M | 0.13% | −10,472−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 753,387 | $54.5M | 0.12% | −22,000−2.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 758,216 | $54.8M | 0.03% | −201,882−21.0% | Reduced |
| Deutsche Bank AG | 762,048 | $55.1M | 0.02% | +66,905+9.6% | Added |
| Victory Capital Management Inc | 773,416 | $55.9M | 0.05% | +215,528+38.6% | Added |
| Cambiar Investors LLC | 841,651 | $60.9M | 2.09% | −16,990−2.0% | Reduced |
| Nuveen Asset Management, LLC | 857,827 | $62.0M | 0.02% | −56,475−6.2% | Reduced |
| Amundi | 850,335 | $65.1M | 0.04% | +29,436+3.6% | Added |
| HSBC Holdings PLC | 938,955 | $67.8M | 0.07% | −122,060−11.5% | Reduced |
| Morgan Stanley | 971,498 | $70.3M | 0.01% | −51,140−5.0% | Reduced |
| Swiss National Bank | 1,020,116 | $73.8M | 0.04% | −55,600−5.2% | Reduced |
| Old Republic International Corporation | 1,124,000 | $81.3M | 1.54% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,205,207 | $87.2M | 0.03% | +21,152+1.8% | Added |
| Toronto Dominion Bank | 1,302,636 | $94.2M | 0.13% | −212,707−14.0% | Reduced |
| Parametric Portfolio Associates LLC | 1,455,241 | $105.3M | 0.05% | +60,996+4.4% | Added |
| Mairs & Power Inc | 1,477,014 | $106.8M | 0.99% | −186,309−11.2% | Reduced |
| Ameriprise Financial Inc | 1,858,328 | $120.9M | 0.03% | +1,295,264+230.0% | Added |
| Barclays PLC | 1,747,147 | $126.4M | 0.08% | −918,043−34.4% | Reduced |
| FMR LLC | 1,762,411 | $127.5M | 0.01% | −286,411−14.0% | Reduced |
| Legal & General Group Plc | 1,900,000 | $137.4M | 0.04% | −55,550−2.8% | Reduced |
| Wellington Management Group LLP | 1,927,328 | $139.4M | 0.02% | +7160.0% | Added |
| Canada Pension Plan Investment Board | 2,373,900 | $171.7M | 0.18% | 00.0% | Unchanged |
| Norges Bank | 2,800,722 | $202.6M | 0.04% | −14,641−0.5% | Reduced |
| Invesco Ltd. | 2,816,735 | $203.7M | 0.05% | −261,675−8.5% | Reduced |
| Goldman Sachs Group Inc | 3,060,524 | $221.4M | 0.05% | +865,635+39.4% | Added |
| Dimensional Fund Advisors LP | 3,660,602 | $264.8M | 0.08% | −127,277−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 3,802,571 | $275.0M | 0.08% | +98,235+2.7% | Added |
| Bank of New York Mellon Corp | 4,057,098 | $293.4M | 0.05% | −724,899−15.2% | Reduced |
| Northern Trust Corp | 4,070,374 | $294.4M | 0.05% | −183,531−4.3% | Reduced |
| Credit Suisse AG | 4,359,578 | $315.3M | 0.25% | −1,372,461−23.9% | Reduced |
| Geode Capital Management, LLC | 4,992,520 | $360.2M | 0.04% | +57,389+1.2% | Added |
| Bank of America Corp | 11,090,467 | $802.2M | 0.09% | +9,817,312+771.1% | Added |
| State Street Corp | 13,491,017 | $975.8M | 0.05% | +174,433+1.3% | Added |
| Capital Research Global Investors | 15,228,210 | $1.10B | 0.24% | −492,966−3.1% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.31B | 64.15% | 00.0% | Unchanged |
| BlackRock Inc. | 22,496,639 | $1.63B | 0.04% | +511,634+2.3% | Added |
| Vanguard Group Inc | 28,877,510 | $2.09B | 0.05% | −254,088−0.9% | Reduced |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −364,366−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −323,240−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −234,300−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −221,150−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −188,839−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −172,046−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −93,244−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −86,841−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −54,618−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −42,604−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −42,529−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −32,115−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −28,936−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −28,818−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,720−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −23,711−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,109−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −20,796−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,960−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −18,310−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −16,858−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −14,370−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,204−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −7,776−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −7,763−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,663−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,673−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,442−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −6,179−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −3,837−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |