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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 13,673 | $1.02M | 0.00% | −2,465−15.3% | Reduced |
| Cornercap Investment Counsel Inc | 13,992 | $1.03M | 0.11% | −3,058−17.9% | Reduced |
| Acropolis Investment Management, LLC | 13,988 | $1.03M | 0.09% | +1,506+12.1% | Added |
| Park Avenue Securities LLC | 14,008 | $1.03M | 0.02% | +14,008 | New |
| Balentine LLC | 14,127 | $1.04M | 0.04% | +5,830+70.3% | Added |
| New Mexico Educational Retirement Board | 14,154 | $1.04M | 0.04% | −1,100−7.2% | Reduced |
| Eqis Capital Management, Inc. | 14,615 | $1.07M | 0.10% | +14,615 | New |
| E. Ohman J:or Asset Management AB | 14,700 | $1.08M | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18,996 | $1.08M | 0.01% | +12,794+206.3% | Added |
| Metropolitan Life Insurance Co | 14,992 | $1.10M | 0.04% | −13,488−47.4% | Reduced |
| Foster Group, Inc. | 15,029 | $1.10M | 0.09% | −441−2.9% | Reduced |
| Nordea Investment Management AB | 14,842 | $1.11M | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 15,381 | $1.13M | 0.06% | +9,556+164.1% | Added |
| Kentucky Retirement Systems | 15,485 | $1.14M | 0.05% | +587+3.9% | Added |
| Truist Financial Corp | 15,554 | $1.14M | 0.00% | −300−1.9% | Reduced |
| Toroso Investments, LLC | 15,594 | $1.15M | 0.03% | +1,434+10.1% | Added |
| D.A. Davidson & Co. | 15,671 | $1.15M | 0.01% | −171−1.1% | Reduced |
| Zurich Insurance Group Ltd | 15,700 | $1.15M | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 15,825 | $1.16M | 0.01% | +5,657+55.6% | Added |
| Paradigm Financial Partners, LLC | 15,735 | $1.16M | 0.26% | +15,735 | New |
| Louisiana State Employees Retirement System | 15,300 | $1.17M | 0.03% | −100−0.6% | Reduced |
| PSI Advisors, LLC | 16,131 | $1.18M | 0.49% | +103+0.6% | Added |
| Daiwa Securities Group Inc. | 16,495 | $1.21M | 0.01% | +1,012+6.5% | Added |
| Gotham Asset Management, LLC | 16,504 | $1.21M | 0.04% | +5,625+51.7% | Added |
| Northwestern Mutual Wealth Management Co | 16,542 | $1.21M | 0.00% | +822+5.2% | Added |
| Stifel Financial Corp | 16,616 | $1.22M | 0.00% | −50,701−75.3% | Reduced |
| Oppenheimer & Co Inc | 16,759 | $1.23M | 0.02% | +1,467+9.6% | Added |
| Ascent Group, LLC | 16,800 | $1.23M | 0.14% | +16,800 | New |
| Franklin Resources Inc | 16,844 | $1.24M | 0.00% | −1,292−7.1% | Reduced |
| Xponance, Inc. | 17,146 | $1.26M | 0.02% | +658+4.0% | Added |
| Janney Montgomery Scott LLC | 17,304 | $1.27M | 0.01% | −703−3.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,640 | $1.29M | 0.01% | −767−4.2% | Reduced |
| Resources Investment Advisors, LLC. | 17,668 | $1.30M | 0.05% | −327−1.8% | Reduced |
| Mariner, LLC | 17,775 | $1.30M | 0.00% | +5,704+47.3% | Added |
| GWM Advisors LLC | 18,039 | $1.32M | 0.02% | −1,329−6.9% | Reduced |
| Creative Planning | 18,262 | $1.34M | 0.00% | +1,743+10.6% | Added |
| CIBC World Markets Inc. | 18,325 | $1.34M | 0.00% | +18,325 | New |
| Redwood Investment Management, LLC | 18,442 | $1.35M | 0.20% | +73+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,654 | $1.37M | 0.02% | 00.0% | Unchanged |
| Burney Co | 19,009 | $1.40M | 0.06% | −1,384−6.8% | Reduced |
| Rockland Trust Co | 19,007 | $1.40M | 0.09% | −302−1.6% | Reduced |
| Ergoteles LLC | 19,048 | $1.40M | 0.05% | +19,048 | New |
| Pacer Advisors, Inc. | 19,134 | $1.41M | 0.01% | −40,711−68.0% | Reduced |
| Veritable, L.P. | 19,243 | $1.41M | 0.02% | +575+3.1% | Added |
| Crossmark Global Holdings, Inc. | 19,337 | $1.42M | 0.03% | +360+1.9% | Added |
| Montag A & Associates Inc | 19,576 | $1.44M | 0.08% | −3,000−13.3% | Reduced |
| Securian Asset Management, Inc | 19,720 | $1.45M | 0.03% | −520−2.6% | Reduced |
| Greenwood Capital Associates LLC | 19,895 | $1.46M | 0.38% | +7,230+57.1% | Added |
| Maryland State Retirement & Pension System | 19,955 | $1.47M | 0.04% | −821−4.0% | Reduced |
| Twin Capital Management Inc | 20,005 | $1.47M | 0.16% | −100−0.5% | Reduced |
| Employees Provident Fund Board | 20,500 | $1.50M | 0.03% | +7,000+51.9% | Added |
| Achmea Investment Management B.V. | 20,796 | $1.53M | 0.04% | +20,796 | New |
| Elo Mutual Pension Insurance Co | 20,848 | $1.53M | 0.04% | +191+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 21,057 | $1.54M | 0.00% | +4,475+27.0% | Added |
| Cypress Capital, LLC | 21,784 | $1.60M | 0.20% | −64−0.3% | Reduced |
| Candriam Luxembourg S.C.A. | 21,826 | $1.60M | 0.01% | −430−1.9% | Reduced |
| National Bank of Canada | 22,043 | $1.62M | 0.01% | −190−0.9% | Reduced |
| Westpac Banking Corp | 23,117 | $1.70M | 0.02% | −300−1.3% | Reduced |
| G&S Capital LLC | 23,902 | $1.75M | 0.94% | +223+0.9% | Added |
| Regentatlantic Capital LLC | 23,957 | $1.76M | 0.05% | −31,129−56.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 23,978 | $1.76M | 1.57% | +326+1.4% | Added |
| 1832 Asset Management L.P. | 25,036 | $1.81M | 0.00% | +25,036 | New |
| First Republic Investment Management, Inc. | 25,109 | $1.84M | 0.00% | −923−3.5% | Reduced |
| Hohimer Wealth Management, LLC | 25,148 | $1.85M | 0.36% | −250−1.0% | Reduced |
| CIBC Asset Management Inc | 25,225 | $1.85M | 0.01% | +155+0.6% | Added |
| PGGM Investments | 25,853 | $1.87M | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 26,163 | $1.92M | 0.00% | +2,417+10.2% | Added |
| Oppenheimer Asset Management Inc. | 26,365 | $1.94M | 0.03% | −334−1.3% | Reduced |
| Hartford Investment Management Co | 26,819 | $1.97M | 0.05% | −2,052−7.1% | Reduced |
| Columbus Macro, LLC | 27,192 | $2.00M | 0.68% | +177+0.7% | Added |
| Global Retirement Partners, LLC | 28,991 | $2.04M | 0.16% | +28,991 | New |
| Bridgewater Associates, LP | 28,260 | $2.08M | 0.01% | −18,917−40.1% | Reduced |
| Nissay Asset Management Corp | 28,398 | $2.08M | 0.02% | +271+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,672 | $2.18M | 0.05% | +12,997+77.9% | Added |
| Point72 Hong Kong Ltd | 30,261 | $2.22M | 0.20% | +17,103+130.0% | Added |
| Leelyn Smith, LLC | 30,546 | $2.24M | 0.58% | +927+3.1% | Added |
| Texas Permanent School Fund | 31,512 | $2.31M | 0.03% | −2,491−7.3% | Reduced |
| Ethic Inc. | 31,681 | $2.33M | 0.16% | +3,583+12.8% | Added |
| Hancock Whitney Corp | 32,256 | $2.37M | 0.08% | −7,678−19.2% | Reduced |
| Mutual of America Capital Management LLC | 32,423 | $2.38M | 0.03% | −132−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,506 | $2.39M | 0.02% | +1,564+5.1% | Added |
| Siemens Fonds Invest GmbH | 32,589 | $2.39M | 0.19% | +779+2.4% | Added |
| Public Employees Retirement Association of Colorado | 32,668 | $2.40M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 32,748 | $2.40M | 0.03% | −538−1.6% | Reduced |
| Bank of Nova Scotia | 32,927 | $2.42M | 0.00% | −268,847−89.1% | Reduced |
| Private Advisor Group, LLC | 34,279 | $2.52M | 0.02% | +1,866+5.8% | Added |
| HighTower Advisors, LLC | 34,440 | $2.52M | 0.01% | +21,618+168.6% | Added |
| Public Sector Pension Investment Board | 34,476 | $2.53M | 0.02% | −6,660−16.2% | Reduced |
| Dakota Wealth Management | 35,120 | $2.58M | 0.21% | +35,120 | New |
| American Century Companies Inc | 35,507 | $2.61M | 0.00% | +7,292+25.8% | Added |
| Meritage Portfolio Management | 35,588 | $2.61M | 0.16% | +533+1.5% | Added |
| Mackay Shields LLC | 35,671 | $2.62M | 0.02% | −2,313−6.1% | Reduced |
| Natixis | 36,457 | $2.68M | 0.01% | −92,855−71.8% | Reduced |
| Avantax Planning Partners, Inc. | 36,554 | $2.68M | 0.11% | −766−2.1% | Reduced |
| STRS Ohio | 36,927 | $2.71M | 0.01% | −1,462−3.8% | Reduced |
| Tredje AP-fonden | 37,177 | $2.73M | 0.06% | 00.0% | Unchanged |
| Schroder Investment Management Group | 37,371 | $2.79M | 0.00% | +3,212+9.4% | Added |
| Alaska Permanent Fund Corp | 38,700 | $2.84M | 0.05% | 00.0% | Unchanged |
| Edmp, Inc. | 39,182 | $2.88M | 2.70% | −853−2.1% | Reduced |
| State of Tennessee, Treasury Department | 40,799 | $3.00M | 0.01% | −1,299−3.1% | Reduced |