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, Q1 2022
Institutional positions in Principal Financial Group Inc as of Mar 31, 2022. 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
- 687
- +33 vs. Q4 2021
- Shares held
- 187.7M
- −8.78M (−4.5%) vs. Q4 2021
- Total value
- $13.8B
- −$442.4M (−3.1%) vs. Q4 2021
- New holders
- 89
- 234 more added
- Sold out
- 56
- 214 more reduced
10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,028,108 | $2.13B | 0.05% | +150,598+0.5% | Added |
| BlackRock Inc. | 23,253,147 | $1.71B | 0.05% | +756,508+3.4% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.33B | 63.98% | 00.0% | Unchanged |
| Bank of America Corp | 14,006,960 | $1.03B | 0.11% | +2,916,493+26.3% | Added |
| Capital Research Global Investors | 13,054,572 | $958.3M | 0.24% | −2,173,638−14.3% | Reduced |
| State Street Corp | 12,867,760 | $944.6M | 0.05% | −623,257−4.6% | Reduced |
| Geode Capital Management, LLC | 5,119,742 | $375.0M | 0.05% | +127,222+2.5% | Added |
| Northern Trust Corp | 4,113,693 | $302.0M | 0.05% | +43,319+1.1% | Added |
| Charles Schwab Investment Management Inc | 4,054,133 | $297.6M | 0.09% | +251,562+6.6% | Added |
| Morgan Stanley | 3,924,349 | $288.1M | 0.04% | +2,952,851+303.9% | Added |
| Dimensional Fund Advisors LP | 3,656,223 | $268.4M | 0.08% | −4,379−0.1% | Reduced |
| Invesco Ltd. | 2,919,231 | $214.3M | 0.05% | +102,496+3.6% | Added |
| Wellington Management Group LLP | 2,136,698 | $156.9M | 0.03% | +209,370+10.9% | Added |
| Goldman Sachs Group Inc | 2,022,809 | $148.5M | 0.04% | −1,037,715−33.9% | Reduced |
| Legal & General Group Plc | 1,932,183 | $141.8M | 0.04% | +32,183+1.7% | Added |
| Bank of New York Mellon Corp | 1,920,920 | $141.0M | 0.03% | −2,136,178−52.7% | Reduced |
| Ameriprise Financial Inc | 1,970,188 | $132.7M | 0.04% | +111,860+6.0% | Added |
| Norges Bank | 1,632,318 | $119.8M | 0.03% | −1,168,404−41.7% | Reduced |
| Parametric Portfolio Associates LLC | 1,474,968 | $108.3M | 0.06% | +19,727+1.4% | Added |
| Mairs & Power Inc | 1,425,775 | $104.7M | 1.05% | −51,239−3.5% | Reduced |
| UBS Asset Management Americas Inc | 1,191,204 | $87.4M | 0.04% | −14,003−1.2% | Reduced |
| Swiss National Bank | 1,148,116 | $84.3M | 0.05% | +128,000+12.5% | Added |
| Royal Bank of Canada | 1,133,674 | $83.2M | 0.02% | +855,747+307.9% | Added |
| Old Republic International Corporation | 1,085,000 | $79.7M | 1.62% | −39,000−3.5% | Reduced |
| Amundi | 990,470 | $72.4M | 0.05% | +140,135+16.5% | Added |
| Cambiar Investors LLC | 819,873 | $60.2M | 2.26% | −21,778−2.6% | Reduced |
| HSBC Holdings PLC | 814,656 | $60.1M | 0.08% | −124,299−13.2% | Reduced |
| Deutsche Bank AG | 802,770 | $58.9M | 0.03% | +40,722+5.3% | Added |
| Victory Capital Management Inc | 806,568 | $55.0M | 0.05% | +33,152+4.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 746,506 | $54.8M | 0.04% | −11,710−1.5% | Reduced |
| Nuveen Asset Management, LLC | 772,539 | $54.0M | 0.02% | −85,288−9.9% | Reduced |
| Canada Pension Plan Investment Board | 696,900 | $51.2M | 0.07% | −1,677,000−70.6% | Reduced |
| FMR LLC | 615,885 | $45.2M | 0.00% | −1,146,526−65.1% | Reduced |
| KBC Group NV | 579,379 | $42.5M | 0.17% | −101,899−15.0% | Reduced |
| First Trust Advisors LP | 562,516 | $41.3M | 0.04% | +201,144+55.7% | Added |
| AXA S.A. | 551,059 | $40.5M | 0.11% | −167,747−23.3% | Reduced |
| California Public Employees Retirement System | 550,564 | $40.4M | 0.03% | −39,811−6.7% | Reduced |
| Fort Washington Investment Advisors Inc | 547,536 | $40.2M | 0.26% | +862+0.2% | Added |
| Credit Suisse AG | 507,963 | $37.4M | 0.03% | −3,851,615−88.3% | Reduced |
| Barclays PLC | 497,157 | $36.5M | 0.03% | −1,249,990−71.5% | Reduced |
| Wedge Capital Management L L P | 471,392 | $34.6M | 0.47% | −13,955−2.9% | Reduced |
| California State Teachers Retirement System | 458,987 | $33.7M | 0.04% | −31,458−6.4% | Reduced |
| National Pension Service | 448,662 | $32.9M | 0.06% | −28,632−6.0% | Reduced |
| North Star Asset Management Inc | 445,203 | $32.7M | 1.80% | −7,749−1.7% | Reduced |
| Rhumbline Advisers | 433,455 | $31.8M | 0.04% | +714+0.2% | Added |
| JPMorgan Chase & Co | 381,404 | $28.0M | 0.00% | −924−0.2% | Reduced |
| Alps Advisors Inc | 371,659 | $27.3M | 0.30% | +48,789+15.1% | Added |
| LSV Asset Management | 367,729 | $27.0M | 0.05% | −12,100−3.2% | Reduced |
| Kempen Capital Management N.V. | 350,071 | $25.7M | 0.78% | +13,664+4.1% | Added |
| Price T Rowe Associates Inc | 343,152 | $25.2M | 0.00% | −22,304−6.1% | Reduced |
| Argent Capital Management LLC | 339,942 | $25.0M | 0.79% | +1,094+0.3% | Added |
| Alliancebernstein L.P. | 320,487 | $23.5M | 0.01% | −14,947−4.5% | Reduced |
| State Board of Administration of Florida Retirement System | 318,899 | $23.4M | 0.05% | −6,842−2.1% | Reduced |
| GW Henssler & Associates Ltd | 317,395 | $23.3M | 1.42% | +14,073+4.6% | Added |
| New York State Common Retirement Fund | 302,885 | $22.2M | 0.02% | +3,459+1.2% | Added |
| New York State Teachers Retirement System | 298,463 | $21.9M | 0.04% | −5,033−1.7% | Reduced |
| Great West Life Assurance Co | 277,547 | $21.5M | 0.04% | +2,812+1.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 276,477 | $20.3M | 0.03% | 00.0% | Unchanged |
| Principal Financial Group Inc | 276,238 | $20.3M | 0.01% | −6,846−2.4% | Reduced |
| Swedbank AB | 275,466 | $20.2M | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 273,900 | $20.1M | 0.22% | +273,900 | New |
| Eaton Vance Management | 262,821 | $19.3M | 0.02% | +110,622+72.7% | Added |
| Gillson Capital LP | 256,861 | $18.9M | 1.51% | +256,861 | New |
| State of Wisconsin Investment Board | 253,076 | $18.6M | 0.04% | +47,321+23.0% | Added |
| The PNC Financial Services Group, Inc. | 252,938 | $18.6M | 0.02% | −13,619−5.1% | Reduced |
| Prudential Financial Inc | 248,359 | $18.2M | 0.02% | +10,611+4.5% | Added |
| Citigroup Inc | 236,541 | $17.4M | 0.02% | −26,338−10.0% | Reduced |
| UBS Group AG | 233,717 | $17.2M | 0.01% | −81,568−25.9% | Reduced |
| Capital Management Corp | 218,712 | $16.1M | 3.43% | −35,485−14.0% | Reduced |
| Brandywine Global Investment Management, LLC | 217,155 | $15.9M | 0.12% | −5,727−2.6% | Reduced |
| Storebrand Asset Management AS | 216,393 | $15.9M | 0.07% | +37,294+20.8% | Added |
| Manufacturers Life Insurance Company, The | 203,221 | $14.9M | 0.01% | +7,417+3.8% | Added |
| Mn Services Vermogensbeheer B.V. | 197,180 | $14.5M | 0.10% | −12,500−6.0% | Reduced |
| Wells Fargo & Company | 193,829 | $14.2M | 0.00% | −113,740−37.0% | Reduced |
| Swiss Life Asset Management Ltd | 185,172 | $13.6M | 0.19% | −24,058−11.5% | Reduced |
| Glenmede Trust Co NA | 174,610 | $12.8M | 0.06% | −3,261−1.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 170,528 | $12.5M | 0.03% | −6,663−3.8% | Reduced |
| Bank of Montreal | 167,311 | $12.5M | 0.01% | −393,376−70.2% | Reduced |
| Sound Income Strategies, LLC | 166,315 | $12.2M | 1.41% | +21,843+15.1% | Added |
| Commerce Bank | 162,834 | $12.0M | 0.08% | +5,599+3.6% | Added |
| Ci Investments Inc. | 157,675 | $11.6M | 0.04% | −1,245−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 153,469 | $11.3M | 0.02% | −65,581−29.9% | Reduced |
| State of New Jersey Common Pension Fund D | 146,772 | $10.8M | 0.03% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 146,738 | $10.8M | 0.21% | +146,738 | New |
| Russell Investments Group, Ltd. | 146,155 | $10.8M | 0.02% | −12,543−7.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 146,064 | $10.7M | 0.04% | −1,775−1.2% | Reduced |
| Toronto Dominion Bank | 140,590 | $10.3M | 0.02% | −1,162,046−89.2% | Reduced |
| Pictet Asset Management SA | 137,239 | $10.1M | 0.01% | +2,048+1.5% | Added |
| Public Employees Retirement System of Ohio | 134,134 | $9.85M | 0.03% | −8,908−6.2% | Reduced |
| Man Group plc | 132,675 | $9.74M | 0.03% | +43,692+49.1% | Added |
| Rafferty Asset Management, LLC | 129,887 | $9.54M | 0.06% | −19,471−13.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127,962 | $9.39M | 0.04% | +11,639+10.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,501 | $8.77M | 0.09% | +16,600+16.1% | Added |
| AE Wealth Management LLC | 118,186 | $8.68M | 0.06% | +18,033+18.0% | Added |
| Goelzer Investment Management, Inc. | 117,854 | $8.65M | 0.75% | −42,184−26.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 117,000 | $8.59M | 0.04% | −74,528−38.9% | Reduced |
| Asset Management One Co.,Ltd. | 115,795 | $8.50M | 0.03% | −4,478−3.7% | Reduced |
| Baird Financial Group, Inc. | 115,609 | $8.49M | 0.02% | −8,513−6.9% | Reduced |
| Jane Street Group, LLC | 110,677 | $8.13M | 0.02% | +95,446+626.7% | Added |
| Ensign Peak Advisors, Inc | 110,200 | $8.09M | 0.02% | −12,410−10.1% | Reduced |