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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 32,413 | $2.34M | 0.02% | −21,416−39.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.33M | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 31,810 | $2.29M | 0.15% | −4,604−12.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,942 | $2.24M | 0.02% | −338−1.1% | Reduced |
| Leelyn Smith, LLC | 29,619 | $2.14M | 0.57% | −603−2.0% | Reduced |
| Allstate Corp | 29,011 | $2.10M | 0.04% | +20,676+248.1% | Added |
| Hartford Investment Management Co | 28,871 | $2.09M | 0.05% | +2,011+7.5% | Added |
| APG Asset Management N.V. | 32,547 | $2.07M | 0.00% | −6,900−17.5% | Reduced |
| Metropolitan Life Insurance Co | 28,480 | $2.06M | 0.03% | −1,185−4.0% | Reduced |
| American Century Companies Inc | 28,215 | $2.04M | 0.00% | +6,006+27.0% | Added |
| Nissay Asset Management Corp | 28,127 | $2.03M | 0.02% | +371+1.3% | Added |
| Ethic Inc. | 28,098 | $2.03M | 0.16% | +8,451+43.0% | Added |
| Capitolis Advisors LLC | 27,915 | $2.02M | 0.01% | +27,915 | New |
| Columbus Macro, LLC | 27,015 | $1.95M | 0.66% | −2,802−9.4% | Reduced |
| Oppenheimer Asset Management Inc. | 26,699 | $1.93M | 0.03% | −94−0.4% | Reduced |
| Sunbelt Securities, Inc. | 24,547 | $1.92M | 0.31% | −5,155−17.4% | Reduced |
| First Republic Investment Management, Inc. | 26,032 | $1.88M | 0.00% | +2,777+11.9% | Added |
| PGGM Investments | 25,853 | $1.87M | 0.01% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 25,398 | $1.84M | 0.39% | −21−0.1% | Reduced |
| CIBC Asset Management Inc | 25,070 | $1.81M | 0.01% | +910+3.8% | Added |
| Mackenzie Financial Corp | 23,746 | $1.72M | 0.00% | −461−1.9% | Reduced |
| G&S Capital LLC | 23,679 | $1.71M | 0.85% | −35,129−59.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 23,652 | $1.71M | 1.55% | +23,652 | New |
| Vident Investment Advisory, LLC | 23,447 | $1.70M | 0.04% | +1,860+8.6% | Added |
| Westpac Banking Corp | 23,417 | $1.69M | 0.02% | +689+3.0% | Added |
| Montag A & Associates Inc | 22,576 | $1.63M | 0.08% | −2,086−8.5% | Reduced |
| Candriam Luxembourg S.C.A. | 22,256 | $1.61M | 0.01% | −4,439−16.6% | Reduced |
| National Bank of Canada | 22,233 | $1.61M | 0.01% | +22,233 | New |
| Cypress Capital, LLC | 21,848 | $1.58M | 0.18% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 20,776 | $1.50M | 0.04% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 20,657 | $1.49M | 0.04% | +1,359+7.0% | Added |
| Mork Capital Management, LLC | 20,500 | $1.48M | 1.00% | 00.0% | Unchanged |
| Burney Co | 20,393 | $1.48M | 0.06% | −164−0.8% | Reduced |
| Securian Asset Management, Inc | 20,240 | $1.46M | 0.03% | −513−2.5% | Reduced |
| Twin Capital Management Inc | 20,105 | $1.45M | 0.15% | −1,880−8.6% | Reduced |
| GWM Advisors LLC | 19,368 | $1.40M | 0.02% | +5,520+39.9% | Added |
| Rockland Trust Co | 19,309 | $1.40M | 0.09% | −34−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 18,977 | $1.37M | 0.03% | −9,660−33.7% | Reduced |
| Veritable, L.P. | 18,668 | $1.35M | 0.02% | +846+4.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,654 | $1.34M | 0.02% | +18,654 | New |
| Aigen Investment Management, LP | 18,781 | $1.34M | 0.08% | +18,781 | 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 |
| Redwood Investment Management, LLC | 18,369 | $1.33M | 0.17% | +18,369 | New |
| Franklin Resources Inc | 18,136 | $1.31M | 0.00% | +1,611+9.7% | Added |
| Janney Montgomery Scott LLC | 18,007 | $1.30M | 0.01% | +319+1.8% | Added |
| Resources Investment Advisors, LLC. | 17,995 | $1.30M | 0.05% | +30.0% | Added |
| South Dakota Investment Council | 17,287 | $1.25M | 0.02% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 17,050 | $1.23M | 0.18% | −43,046−71.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,675 | $1.21M | 0.03% | −13,016−43.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,582 | $1.20M | 0.00% | +16,582 | New |
| Creative Planning | 16,519 | $1.20M | 0.00% | −60.0% | Reduced |
| Xponance, Inc. | 16,488 | $1.19M | 0.02% | +3,598+27.9% | Added |
| Trilogy Capital Inc. | 16,180 | $1.17M | 0.09% | +216+1.4% | Added |
| PSI Advisors, LLC | 16,028 | $1.16M | 0.47% | +501+3.2% | Added |
| Truist Financial Corp | 15,854 | $1.15M | 0.00% | +3,887+32.5% | Added |
| D.A. Davidson & Co. | 15,842 | $1.15M | 0.01% | −1,905−10.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,720 | $1.14M | 0.00% | +3,795+31.8% | Added |
| Zurich Insurance Group Ltd | 15,700 | $1.14M | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 15,483 | $1.12M | 0.01% | +335+2.2% | Added |
| Foster Group, Inc. | 15,470 | $1.12M | 0.10% | +129+0.8% | Added |
| Louisiana State Employees Retirement System | 15,400 | $1.11M | 0.02% | −100−0.6% | Reduced |
| Vestcor Inc | 15,313 | $1.11M | 0.04% | +11,290+280.6% | Added |
| Oppenheimer & Co Inc | 15,292 | $1.11M | 0.02% | +7,160+88.0% | Added |
| New Mexico Educational Retirement Board | 15,254 | $1.10M | 0.04% | −1,300−7.9% | Reduced |
| Jane Street Group, LLC | 15,231 | $1.10M | 0.00% | −16,098−51.4% | Reduced |
| Kentucky Retirement Systems | 14,898 | $1.08M | 0.04% | +526+3.7% | Added |
| Nordea Investment Management AB | 14,842 | $1.07M | 0.00% | +701+5.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,754 | $1.07M | 0.05% | −2,288−13.4% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $1.06M | 0.03% | +2,400+19.5% | Added |
| 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 |
| Plimoth Trust Co LLC | 14,383 | $1.04M | 0.26% | −560−3.7% | Reduced |
| 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 |
| WBI Investments | 14,133 | $1.02M | 0.16% | +2,632+22.9% | Added |
| Employees Provident Fund Board | 13,500 | $976.5K | 0.02% | +13,500 | New |
| Advisor Partners LLC | 13,286 | $961.0K | 0.06% | +1,332+11.1% | Added |
| Community Capital Management, Inc. | 18,400 | $959.0K | 1.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 13,158 | $952.0K | 0.08% | +13,158 | New |
| Neuberger Berman Group LLC | 16,138 | $950.0K | 0.00% | +3,882+31.7% | Added |
| TKG Advisors, LLC | 13,062 | $945.0K | 0.75% | +13,062 | New |
| 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 |
| Adams Wealth Management | 12,948 | $937.0K | 0.30% | −1,412−9.8% | Reduced |
| HighTower Advisors, LLC | 12,822 | $926.0K | 0.00% | +1,257+10.9% | Added |
| Kestra Advisory Services, LLC | 12,774 | $924.0K | 0.01% | +874+7.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,741 | $921.0K | 0.06% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 12,686 | $918.0K | 0.03% | +3,806+42.9% | Added |
| Greenwood Capital Associates LLC | 12,665 | $916.0K | 0.13% | +2,363+22.9% | Added |
| Acropolis Investment Management, LLC | 12,482 | $903.0K | 0.08% | +1,768+16.5% | Added |
| Mariner, LLC | 12,071 | $873.0K | 0.00% | +1,094+10.0% | Added |
| Sompo Asset Management Co., Ltd. | 11,690 | $845.0K | 0.17% | −1,560−11.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,572 | $837.0K | 0.01% | +10,874+1,557.9% | Added |
| Tower Research Capital LLC (TRC) | 11,474 | $830.0K | 0.01% | +8,836+335.0% | Added |
| Foster & Motley Inc | 11,413 | $826.0K | 0.06% | +2,922+34.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,220 | $812.0K | 0.04% | −4,050−26.5% | Reduced |
| Ontario Teachers Pension Plan Board | 11,212 | $811.0K | 0.01% | +5,457+94.8% | Added |
| Everence Capital Management Inc | 11,170 | $808.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 11,091 | $802.0K | 0.02% | −246−2.2% | Reduced |