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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 146,064 | $10.7M | 0.04% | −1,775−1.2% | Reduced |
| Russell Investments Group, Ltd. | 146,155 | $10.8M | 0.02% | −12,543−7.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 146,738 | $10.8M | 0.21% | +146,738 | New |
| State of New Jersey Common Pension Fund D | 146,772 | $10.8M | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 153,469 | $11.3M | 0.02% | −65,581−29.9% | Reduced |
| Ci Investments Inc. | 157,675 | $11.6M | 0.04% | −1,245−0.8% | Reduced |
| Commerce Bank | 162,834 | $12.0M | 0.08% | +5,599+3.6% | Added |
| Sound Income Strategies, LLC | 166,315 | $12.2M | 1.41% | +21,843+15.1% | Added |
| Bank of Montreal | 167,311 | $12.5M | 0.01% | −393,376−70.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 170,528 | $12.5M | 0.03% | −6,663−3.8% | Reduced |
| Glenmede Trust Co NA | 174,610 | $12.8M | 0.06% | −3,261−1.8% | Reduced |
| Swiss Life Asset Management Ltd | 185,172 | $13.6M | 0.19% | −24,058−11.5% | Reduced |
| Wells Fargo & Company | 193,829 | $14.2M | 0.00% | −113,740−37.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 197,180 | $14.5M | 0.10% | −12,500−6.0% | Reduced |
| Manufacturers Life Insurance Company, The | 203,221 | $14.9M | 0.01% | +7,417+3.8% | Added |
| Storebrand Asset Management AS | 216,393 | $15.9M | 0.07% | +37,294+20.8% | Added |
| Brandywine Global Investment Management, LLC | 217,155 | $15.9M | 0.12% | −5,727−2.6% | Reduced |
| Capital Management Corp | 218,712 | $16.1M | 3.43% | −35,485−14.0% | Reduced |
| UBS Group AG | 233,717 | $17.2M | 0.01% | −81,568−25.9% | Reduced |
| Citigroup Inc | 236,541 | $17.4M | 0.02% | −26,338−10.0% | Reduced |
| Prudential Financial Inc | 248,359 | $18.2M | 0.02% | +10,611+4.5% | Added |
| The PNC Financial Services Group, Inc. | 252,938 | $18.6M | 0.02% | −13,619−5.1% | Reduced |
| State of Wisconsin Investment Board | 253,076 | $18.6M | 0.04% | +47,321+23.0% | Added |
| Gillson Capital LP | 256,861 | $18.9M | 1.51% | +256,861 | New |
| Eaton Vance Management | 262,821 | $19.3M | 0.02% | +110,622+72.7% | Added |
| Schonfeld Strategic Advisors LLC | 273,900 | $20.1M | 0.22% | +273,900 | New |
| Swedbank AB | 275,466 | $20.2M | 0.04% | 00.0% | Unchanged |
| Principal Financial Group Inc | 276,238 | $20.3M | 0.01% | −6,846−2.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 276,477 | $20.3M | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 277,547 | $21.5M | 0.04% | +2,812+1.0% | Added |
| New York State Teachers Retirement System | 298,463 | $21.9M | 0.04% | −5,033−1.7% | Reduced |
| New York State Common Retirement Fund | 302,885 | $22.2M | 0.02% | +3,459+1.2% | Added |
| GW Henssler & Associates Ltd | 317,395 | $23.3M | 1.42% | +14,073+4.6% | Added |
| State Board of Administration of Florida Retirement System | 318,899 | $23.4M | 0.05% | −6,842−2.1% | Reduced |
| Alliancebernstein L.P. | 320,487 | $23.5M | 0.01% | −14,947−4.5% | Reduced |
| Argent Capital Management LLC | 339,942 | $25.0M | 0.79% | +1,094+0.3% | Added |
| Price T Rowe Associates Inc | 343,152 | $25.2M | 0.00% | −22,304−6.1% | Reduced |
| Kempen Capital Management N.V. | 350,071 | $25.7M | 0.78% | +13,664+4.1% | Added |
| LSV Asset Management | 367,729 | $27.0M | 0.05% | −12,100−3.2% | Reduced |
| Alps Advisors Inc | 371,659 | $27.3M | 0.30% | +48,789+15.1% | Added |
| JPMorgan Chase & Co | 381,404 | $28.0M | 0.00% | −924−0.2% | Reduced |
| Rhumbline Advisers | 433,455 | $31.8M | 0.04% | +714+0.2% | Added |
| North Star Asset Management Inc | 445,203 | $32.7M | 1.80% | −7,749−1.7% | Reduced |
| National Pension Service | 448,662 | $32.9M | 0.06% | −28,632−6.0% | Reduced |
| California State Teachers Retirement System | 458,987 | $33.7M | 0.04% | −31,458−6.4% | Reduced |
| Wedge Capital Management L L P | 471,392 | $34.6M | 0.47% | −13,955−2.9% | Reduced |
| Barclays PLC | 497,157 | $36.5M | 0.03% | −1,249,990−71.5% | Reduced |
| Credit Suisse AG | 507,963 | $37.4M | 0.03% | −3,851,615−88.3% | Reduced |
| Fort Washington Investment Advisors Inc | 547,536 | $40.2M | 0.26% | +862+0.2% | Added |
| California Public Employees Retirement System | 550,564 | $40.4M | 0.03% | −39,811−6.7% | Reduced |
| AXA S.A. | 551,059 | $40.5M | 0.11% | −167,747−23.3% | Reduced |
| First Trust Advisors LP | 562,516 | $41.3M | 0.04% | +201,144+55.7% | Added |
| KBC Group NV | 579,379 | $42.5M | 0.17% | −101,899−15.0% | Reduced |
| FMR LLC | 615,885 | $45.2M | 0.00% | −1,146,526−65.1% | Reduced |
| Canada Pension Plan Investment Board | 696,900 | $51.2M | 0.07% | −1,677,000−70.6% | Reduced |
| Nuveen Asset Management, LLC | 772,539 | $54.0M | 0.02% | −85,288−9.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 746,506 | $54.8M | 0.04% | −11,710−1.5% | Reduced |
| Victory Capital Management Inc | 806,568 | $55.0M | 0.05% | +33,152+4.3% | Added |
| Deutsche Bank AG | 802,770 | $58.9M | 0.03% | +40,722+5.3% | Added |
| HSBC Holdings PLC | 814,656 | $60.1M | 0.08% | −124,299−13.2% | Reduced |
| Cambiar Investors LLC | 819,873 | $60.2M | 2.26% | −21,778−2.6% | Reduced |
| Amundi | 990,470 | $72.4M | 0.05% | +140,135+16.5% | Added |
| Old Republic International Corporation | 1,085,000 | $79.7M | 1.62% | −39,000−3.5% | Reduced |
| Royal Bank of Canada | 1,133,674 | $83.2M | 0.02% | +855,747+307.9% | Added |
| Swiss National Bank | 1,148,116 | $84.3M | 0.05% | +128,000+12.5% | Added |
| UBS Asset Management Americas Inc | 1,191,204 | $87.4M | 0.04% | −14,003−1.2% | Reduced |
| Mairs & Power Inc | 1,425,775 | $104.7M | 1.05% | −51,239−3.5% | Reduced |
| Parametric Portfolio Associates LLC | 1,474,968 | $108.3M | 0.06% | +19,727+1.4% | Added |
| Norges Bank | 1,632,318 | $119.8M | 0.03% | −1,168,404−41.7% | Reduced |
| Ameriprise Financial Inc | 1,970,188 | $132.7M | 0.04% | +111,860+6.0% | Added |
| Bank of New York Mellon Corp | 1,920,920 | $141.0M | 0.03% | −2,136,178−52.7% | Reduced |
| Legal & General Group Plc | 1,932,183 | $141.8M | 0.04% | +32,183+1.7% | Added |
| Goldman Sachs Group Inc | 2,022,809 | $148.5M | 0.04% | −1,037,715−33.9% | Reduced |
| Wellington Management Group LLP | 2,136,698 | $156.9M | 0.03% | +209,370+10.9% | Added |
| Invesco Ltd. | 2,919,231 | $214.3M | 0.05% | +102,496+3.6% | Added |
| Dimensional Fund Advisors LP | 3,656,223 | $268.4M | 0.08% | −4,379−0.1% | Reduced |
| Morgan Stanley | 3,924,349 | $288.1M | 0.04% | +2,952,851+303.9% | Added |
| Charles Schwab Investment Management Inc | 4,054,133 | $297.6M | 0.09% | +251,562+6.6% | Added |
| Northern Trust Corp | 4,113,693 | $302.0M | 0.05% | +43,319+1.1% | Added |
| Geode Capital Management, LLC | 5,119,742 | $375.0M | 0.05% | +127,222+2.5% | Added |
| State Street Corp | 12,867,760 | $944.6M | 0.05% | −623,257−4.6% | Reduced |
| Capital Research Global Investors | 13,054,572 | $958.3M | 0.24% | −2,173,638−14.3% | Reduced |
| Bank of America Corp | 14,006,960 | $1.03B | 0.11% | +2,916,493+26.3% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.33B | 63.98% | 00.0% | Unchanged |
| BlackRock Inc. | 23,253,147 | $1.71B | 0.05% | +756,508+3.4% | Added |
| Vanguard Group Inc | 29,028,108 | $2.13B | 0.05% | +150,598+0.5% | Added |
| Sofos Investments, Inc. | 73 | – | – | +73 | New |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −86,286−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −51,961−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −49,354−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −38,561−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −36,597−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −32,252−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −27,915−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,781−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −16,180−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −14,160−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |