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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 40,928 | $3.00M | 0.02% | −6,304−13.3% | Reduced |
| ING Groep NV | 41,340 | $3.04M | 0.03% | +6,370+18.2% | Added |
| Yousif Capital Management, LLC | 42,156 | $3.10M | 0.03% | +110.0% | Added |
| Envestnet Asset Management Inc | 42,226 | $3.10M | 0.00% | −1,699−3.9% | Reduced |
| US Bancorp | 42,524 | $3.12M | 0.01% | +1,446+3.5% | Added |
| Arjuna Capital | 42,757 | $3.14M | 1.31% | −2,131−4.7% | Reduced |
| Gulf International Bank (UK) Ltd | 44,571 | $3.27M | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 45,192 | $3.32M | 0.02% | −4,376−8.8% | Reduced |
| Utah Retirement Systems | 46,113 | $3.38M | 0.05% | −1,400−2.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 47,241 | $3.47M | 0.23% | +34,500+270.8% | Added |
| Dean Investment Associates, LLC | 47,411 | $3.48M | 0.62% | −505−1.1% | Reduced |
| IFM Investors Pty Ltd | 48,014 | $3.52M | 0.05% | +6,903+16.8% | Added |
| Aviva PLC | 48,089 | $3.53M | 0.02% | −36,395−43.1% | Reduced |
| State of Alaska, Department of Revenue | 48,442 | $3.56M | 0.04% | −1,984−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 50,074 | $3.68M | 0.04% | +38,600+336.4% | Added |
| Advisor Group Holdings, Inc. | 56,168 | $3.68M | 0.01% | +10,481+22.9% | Added |
| Mount Lucas Management LP | 50,540 | $3.71M | 1.08% | −5,920−10.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 51,014 | $3.75M | 0.02% | −7,872−13.4% | Reduced |
| DnB Asset Management AS | 51,586 | $3.79M | 0.02% | +2,734+5.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 52,043 | $3.82M | 0.01% | +14,190+37.5% | Added |
| Unison Advisors LLC | 53,229 | $3.91M | 0.94% | +466+0.9% | Added |
| Teacher Retirement System of Texas | 54,600 | $4.01M | 0.02% | +2,592+5.0% | Added |
| Spectrum Management Group, LLC | 55,651 | $4.08M | 0.65% | +55,547+53,410.6% | Added |
| BerganKDV Wealth Management, LLC | 56,399 | $4.14M | 0.44% | +4,596+8.9% | Added |
| Vident Investment Advisory, LLC | 56,841 | $4.17M | 0.11% | +33,394+142.4% | Added |
| CIBC World Markets Corp | 57,001 | $4.18M | 0.03% | +3,881+7.3% | Added |
| Cubist Systematic Strategies, LLC | 58,760 | $4.31M | 0.04% | +48,647+481.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,768 | $4.39M | 0.02% | +4,063+7.3% | Added |
| Oregon Public Employees Retirement Fund | 60,062 | $4.41M | 0.05% | −5,368−8.2% | Reduced |
| APG Asset Management N.V. | 66,847 | $4.41M | 0.01% | +34,300+105.4% | Added |
| Kingsview Wealth Management, LLC | 61,152 | $4.49M | 0.20% | +27,506+81.8% | Added |
| Citadel Advisors LLC | 61,453 | $4.51M | 0.01% | +51,009+488.4% | Added |
| NN Investment Partners Holdings N.V. | 61,480 | $4.51M | 0.02% | −2,729−4.3% | Reduced |
| Iowa State Bank | 62,546 | $4.59M | 1.06% | −2,973−4.5% | Reduced |
| Natixis Advisors, L.P. | 62,724 | $4.61M | 0.02% | +1,580+2.6% | Added |
| Commonwealth Equity Services, LLC | 63,050 | $4.63M | 0.01% | +8,767+16.2% | Added |
| Hoylecohen, LLC | 63,260 | $4.64M | 0.40% | +5,845+10.2% | Added |
| Tudor Investment Corp Et Al | 63,284 | $4.65M | 0.12% | +63,284 | New |
| Amalgamated Bank | 63,301 | $4.65M | 0.04% | −4,861−7.1% | Reduced |
| Amalgamated Financial Corp. | 63,301 | $4.65M | 0.04% | +63,301 | New |
| Allianz Asset Management GmbH | 63,843 | $4.69M | 0.00% | −39,790−38.4% | Reduced |
| Wealthfront Advisers LLC | 63,990 | $4.70M | 0.02% | −8,559−11.8% | Reduced |
| ExodusPoint Capital Management, LP | 64,207 | $4.71M | 0.07% | +64,207 | New |
| Old National Bancorp | 64,352 | $4.72M | 0.17% | +2,013+3.2% | Added |
| Nomura Asset Management Co Ltd | 65,894 | $4.84M | 0.03% | +3,338+5.3% | Added |
| Freestone Capital Holdings, LLC | 65,950 | $4.84M | 0.19% | −925−1.4% | Reduced |
| Beacon Financial Group | 65,046 | $4.85M | 0.65% | −348−0.5% | Reduced |
| MetLife Investment Management | 66,401 | $4.87M | 0.03% | +11,937+21.9% | Added |
| NewSquare Capital LLC | 66,814 | $4.91M | 0.52% | +8,183+14.0% | Added |
| Comerica Bank | 64,772 | $4.94M | 0.04% | −1,161−1.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 68,377 | $5.02M | 0.01% | −25,658−27.3% | Reduced |
| State of Michigan Retirement System | 68,474 | $5.03M | 0.03% | −763−1.1% | Reduced |
| American International Group, Inc. | 69,791 | $5.12M | 0.03% | −3,200−4.4% | Reduced |
| Millennium Management LLC | 70,163 | $5.15M | 0.01% | −11,859−14.5% | Reduced |
| Occudo Quantitative Strategies LP | 71,002 | $5.21M | 0.44% | +71,002 | New |
| Prana Capital Management, LP | 71,481 | $5.25M | 0.42% | +2,759+4.0% | Added |
| D. E. Shaw & Co., Inc. | 72,362 | $5.31M | 0.01% | +19,943+38.0% | Added |
| ProShare Advisors LLC | 73,548 | $5.40M | 0.01% | −1,818−2.4% | Reduced |
| Macquarie Group Ltd | 73,691 | $5.41M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 73,784 | $5.42M | 0.04% | +709+1.0% | Added |
| DekaBank Deutsche Girozentrale | 72,812 | $5.45M | 0.01% | −2,757−3.6% | Reduced |
| ARGI Investment Services, LLC | 77,121 | $5.66M | 0.17% | −9,190−10.6% | Reduced |
| AMG National Trust Bank | 79,197 | $5.81M | 0.19% | −22,682−22.3% | Reduced |
| Retirement Systems of Alabama | 80,494 | $5.91M | 0.02% | −1,187−1.5% | Reduced |
| Janus Henderson Group PLC | 81,612 | $5.99M | 0.00% | −10,009−10.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 82,000 | $6.02M | 0.02% | −671,387−89.1% | Reduced |
| LPL Financial LLC | 85,108 | $6.25M | 0.01% | −8,085−8.7% | Reduced |
| Forsta Ap-Fonden | 86,800 | $6.37M | 0.07% | +68,400+371.7% | Added |
| TD Asset Management Inc | 87,208 | $6.40M | 0.01% | −2,363−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,551 | $6.43M | 0.03% | +11,726+15.5% | Added |
| Employees Retirement System of Texas | 87,725 | $6.44M | 0.08% | +14,000+19.0% | Added |
| Raymond James & Associates | 87,853 | $6.45M | 0.01% | −2,238−2.5% | Reduced |
| USS Investment Management Ltd | 88,597 | $6.50M | 0.05% | +6,290+7.6% | Added |
| Dorsey & Whitney Trust CO LLC | 89,604 | $6.58M | 0.58% | −3,985−4.3% | Reduced |
| Standard Life Aberdeen plc | 89,495 | $6.66M | 0.02% | −32,919−26.9% | Reduced |
| Churchill Management Corp | 91,155 | $6.69M | 0.12% | +91,155 | New |
| Susquehanna International Group, LLP | 91,475 | $6.71M | 0.01% | +507+0.6% | Added |
| Handelsbanken Fonder AB | 92,414 | $6.78M | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 94,266 | $6.92M | 0.01% | −3,777−3.9% | Reduced |
| Korea Investment CORP | 94,400 | $6.93M | 0.02% | +40,400+74.8% | Added |
| Nisa Investment Advisors, LLC | 96,019 | $7.05M | 0.05% | +4,660+5.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 97,939 | $7.19M | 0.01% | +12,969+15.3% | Added |
| Treasurer of the State of North Carolina | 98,583 | $7.24M | 0.04% | +3,627+3.8% | Added |
| Guggenheim Capital LLC | 100,085 | $7.35M | 0.04% | −7,884−7.3% | Reduced |
| Royal London Asset Management Ltd | 106,858 | $7.85M | 0.03% | +1,331+1.3% | Added |
| Conning Inc. | 109,570 | $8.04M | 0.22% | −4,802−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 110,200 | $8.09M | 0.02% | −12,410−10.1% | Reduced |
| Jane Street Group, LLC | 110,677 | $8.13M | 0.02% | +95,446+626.7% | Added |
| Baird Financial Group, Inc. | 115,609 | $8.49M | 0.02% | −8,513−6.9% | Reduced |
| Asset Management One Co.,Ltd. | 115,795 | $8.50M | 0.03% | −4,478−3.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 117,000 | $8.59M | 0.04% | −74,528−38.9% | Reduced |
| Goelzer Investment Management, Inc. | 117,854 | $8.65M | 0.75% | −42,184−26.4% | Reduced |
| AE Wealth Management LLC | 118,186 | $8.68M | 0.06% | +18,033+18.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,501 | $8.77M | 0.09% | +16,600+16.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127,962 | $9.39M | 0.04% | +11,639+10.0% | Added |
| Rafferty Asset Management, LLC | 129,887 | $9.54M | 0.06% | −19,471−13.0% | Reduced |
| Man Group plc | 132,675 | $9.74M | 0.03% | +43,692+49.1% | Added |
| Public Employees Retirement System of Ohio | 134,134 | $9.85M | 0.03% | −8,908−6.2% | Reduced |
| Pictet Asset Management SA | 137,239 | $10.1M | 0.01% | +2,048+1.5% | Added |
| Toronto Dominion Bank | 140,590 | $10.3M | 0.02% | −1,162,046−89.2% | Reduced |