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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 108,100 | $7.82M | 0.16% | −2,100−1.9% | Reduced |
| Guggenheim Capital LLC | 107,969 | $7.81M | 0.04% | −9,789−8.3% | Reduced |
| Royal London Asset Management Ltd | 105,527 | $7.63M | 0.03% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 103,633 | $7.50M | 0.01% | −12,785−11.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 102,901 | $7.44M | 0.07% | +4,351+4.4% | Added |
| AMG National Trust Bank | 101,879 | $7.37M | 0.22% | −3,443−3.3% | Reduced |
| AE Wealth Management LLC | 100,153 | $7.24M | 0.05% | +6,913+7.4% | Added |
| Voya Investment Management LLC | 98,043 | $7.09M | 0.01% | −6,776−6.5% | Reduced |
| Treasurer of the State of North Carolina | 94,956 | $6.87M | 0.04% | −560−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 94,035 | $6.80M | 0.01% | −43,907−31.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 93,589 | $6.77M | 0.57% | −7,163−7.1% | Reduced |
| LPL Financial LLC | 93,193 | $6.74M | 0.01% | +3,654+4.1% | Added |
| Handelsbanken Fonder AB | 92,414 | $6.68M | 0.03% | −8,100−8.1% | Reduced |
| Nisa Investment Advisors, LLC | 91,359 | $6.67M | 0.05% | −3,129−3.3% | Reduced |
| Janus Henderson Group PLC | 91,621 | $6.63M | 0.00% | −193,008−67.8% | Reduced |
| Susquehanna International Group, LLP | 90,968 | $6.58M | 0.01% | +17,642+24.1% | Added |
| Raymond James & Associates | 90,091 | $6.52M | 0.01% | +12,383+15.9% | Added |
| TD Asset Management Inc | 89,571 | $6.48M | 0.01% | −5,229−5.5% | Reduced |
| Man Group plc | 88,983 | $6.44M | 0.02% | +58,125+188.4% | Added |
| ARGI Investment Services, LLC | 86,311 | $6.24M | 0.18% | +2,865+3.4% | Added |
| Assenagon Asset Management S.A. | 86,286 | $6.24M | 0.02% | +77,948+934.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 84,970 | $6.15M | 0.01% | +113+0.1% | Added |
| Aviva PLC | 84,484 | $6.11M | 0.03% | +3,394+4.2% | Added |
| USS Investment Management Ltd | 82,307 | $5.96M | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 82,022 | $5.93M | 0.01% | −133,678−62.0% | Reduced |
| Retirement Systems of Alabama | 81,681 | $5.91M | 0.02% | −4,034−4.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,825 | $5.48M | 0.03% | +11,583+18.0% | Added |
| ProShare Advisors LLC | 75,366 | $5.45M | 0.01% | +10,771+16.7% | Added |
| DekaBank Deutsche Girozentrale | 75,569 | $5.44M | 0.01% | +6,086+8.8% | Added |
| Employees Retirement System of Texas | 73,725 | $5.33M | 0.06% | +16,000+27.7% | Added |
| Macquarie Group Ltd | 73,691 | $5.33M | 0.00% | +1,815+2.5% | Added |
| Arizona State Retirement System | 73,075 | $5.29M | 0.04% | −3,262−4.3% | Reduced |
| American International Group, Inc. | 72,991 | $5.28M | 0.03% | −1,720−2.3% | Reduced |
| Wealthfront Advisers LLC | 72,549 | $5.25M | 0.02% | +7,845+12.1% | Added |
| State of Michigan Retirement System | 69,237 | $5.01M | 0.03% | +3,594+5.5% | Added |
| Prana Capital Management, LP | 68,722 | $4.97M | 0.39% | −542,196−88.8% | Reduced |
| Amalgamated Bank | 68,162 | $4.93M | 0.04% | −13,431−16.5% | Reduced |
| Stifel Financial Corp | 67,317 | $4.87M | 0.01% | +11,823+21.3% | Added |
| Freestone Capital Holdings, LLC | 66,875 | $4.84M | 0.20% | +974+1.5% | Added |
| Comerica Bank | 65,933 | $4.79M | 0.04% | −1,940−2.9% | Reduced |
| Beacon Financial Group | 65,394 | $4.79M | 0.62% | −722−1.1% | Reduced |
| Iowa State Bank | 65,519 | $4.74M | 1.12% | −727−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 65,430 | $4.73M | 0.05% | −6,372−8.9% | Reduced |
| NN Investment Partners Holdings N.V. | 64,209 | $4.64M | 0.02% | +1,060+1.7% | Added |
| Nomura Asset Management Co Ltd | 62,556 | $4.52M | 0.02% | +143+0.2% | Added |
| Old National Bancorp | 62,339 | $4.51M | 0.16% | +2,206+3.7% | Added |
| Natixis Advisors, L.P. | 61,144 | $4.42M | 0.02% | +2,787+4.8% | Added |
| Pacer Advisors, Inc. | 59,845 | $4.33M | 0.04% | +45,541+318.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 58,886 | $4.25M | 0.02% | +743+1.3% | Added |
| NewSquare Capital LLC | 58,631 | $4.24M | 0.45% | +5,837+11.1% | Added |
| Hoylecohen, LLC | 57,415 | $4.15M | 0.35% | +464+0.8% | Added |
| Mount Lucas Management LP | 56,460 | $4.08M | 1.17% | +56,460 | New |
| Cambridge Investment Research Advisors, Inc. | 55,705 | $4.03M | 0.02% | −3,097−5.3% | Reduced |
| Regentatlantic Capital LLC | 55,086 | $3.98M | 0.11% | +237+0.4% | Added |
| MetLife Investment Management | 54,464 | $3.94M | 0.03% | −1,911−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 54,283 | $3.93M | 0.01% | −861−1.6% | Reduced |
| Korea Investment CORP | 54,000 | $3.91M | 0.01% | −50,300−48.2% | Reduced |
| CIBC World Markets Corp | 53,120 | $3.84M | 0.02% | −12,821−19.4% | Reduced |
| Unison Advisors LLC | 52,763 | $3.82M | 0.92% | +628+1.2% | Added |
| D. E. Shaw & Co., Inc. | 52,419 | $3.79M | 0.00% | +400+0.8% | Added |
| Teacher Retirement System of Texas | 52,008 | $3.76M | 0.02% | −101,080−66.0% | Reduced |
| Interval Partners, LP | 51,961 | $3.76M | 0.26% | −178,844−77.5% | Reduced |
| BerganKDV Wealth Management, LLC | 51,803 | $3.75M | 0.39% | −1,358−2.6% | Reduced |
| State of Alaska, Department of Revenue | 50,426 | $3.65M | 0.04% | −3,177−5.9% | Reduced |
| Captrust Financial Advisors | 49,568 | $3.58M | 0.02% | +34,615+231.5% | Added |
| Artemis Investment Management LLP | 49,354 | $3.57M | 0.03% | −58,432−54.2% | Reduced |
| DnB Asset Management AS | 48,852 | $3.53M | 0.02% | −6,875−12.3% | Reduced |
| Dean Investment Associates, LLC | 47,916 | $3.47M | 0.61% | +104+0.2% | Added |
| Utah Retirement Systems | 47,513 | $3.44M | 0.04% | −400−0.8% | Reduced |
| British Columbia Investment Management Corp | 47,232 | $3.42M | 0.02% | −3,076−6.1% | Reduced |
| Bridgewater Associates, LP | 47,177 | $3.41M | 0.02% | −60,088−56.0% | Reduced |
| Advisor Group Holdings, Inc. | 45,687 | $3.31M | 0.01% | −571−1.2% | Reduced |
| Arjuna Capital | 44,888 | $3.25M | 1.19% | +1,324+3.0% | Added |
| Gulf International Bank (UK) Ltd | 44,571 | $3.22M | 0.05% | −9,895−18.2% | Reduced |
| Envestnet Asset Management Inc | 43,925 | $3.18M | 0.00% | +6,970+18.9% | Added |
| Yousif Capital Management, LLC | 42,145 | $3.05M | 0.03% | +42,145 | New |
| State of Tennessee, Treasury Department | 42,098 | $3.04M | 0.01% | −646−1.5% | Reduced |
| Public Sector Pension Investment Board | 41,136 | $2.98M | 0.02% | −970−2.3% | Reduced |
| IFM Investors Pty Ltd | 41,111 | $2.97M | 0.05% | −224−0.5% | Reduced |
| US Bancorp | 41,078 | $2.97M | 0.00% | −2,696−6.2% | Reduced |
| Pinnacle Associates Ltd | 40,451 | $2.93M | 0.05% | −2,465−5.7% | Reduced |
| Sciencast Management LP | 38,561 | $2.91M | 0.51% | +31,844+474.1% | Added |
| Edmp, Inc. | 40,035 | $2.90M | 2.88% | −578−1.4% | Reduced |
| Hancock Whitney Corp | 39,934 | $2.89M | 0.09% | −4,399−9.9% | Reduced |
| Alaska Permanent Fund Corp | 38,700 | $2.83M | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 38,389 | $2.78M | 0.01% | −3,278−7.9% | Reduced |
| Mackay Shields LLC | 37,984 | $2.75M | 0.02% | −1,675−4.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,853 | $2.74M | 0.01% | +11,817+45.4% | Added |
| Avantax Planning Partners, Inc. | 37,320 | $2.70M | 0.11% | −259−0.7% | Reduced |
| Tredje AP-fonden | 37,177 | $2.69M | 0.05% | +37,177 | New |
| Advisors Asset Management, Inc. | 36,597 | $2.65M | 0.04% | −7,059−16.2% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 36,195 | $2.62M | 0.77% | 00.0% | Unchanged |
| Meritage Portfolio Management | 35,055 | $2.54M | 0.14% | −2,859−7.5% | Reduced |
| ING Groep NV | 34,970 | $2.53M | 0.02% | +12,497+55.6% | Added |
| Schroder Investment Management Group | 34,159 | $2.47M | 0.00% | −92,162−73.0% | Reduced |
| Texas Permanent School Fund | 34,003 | $2.46M | 0.03% | −4,558−11.8% | Reduced |
| Kingsview Wealth Management, LLC | 33,646 | $2.43M | 0.10% | +2,106+6.7% | Added |
| Cetera Investment Advisers | 33,286 | $2.41M | 0.03% | −2,316−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 32,668 | $2.36M | 0.01% | −6,914−17.5% | Reduced |
| Mutual of America Capital Management LLC | 32,555 | $2.35M | 0.02% | −201−0.6% | Reduced |