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 |
|---|---|---|---|---|---|
| Conning Inc. | 109,570 | $8.04M | 0.22% | −4,802−4.2% | Reduced |
| Royal London Asset Management Ltd | 106,858 | $7.85M | 0.03% | +1,331+1.3% | Added |
| Guggenheim Capital LLC | 100,085 | $7.35M | 0.04% | −7,884−7.3% | Reduced |
| Treasurer of the State of North Carolina | 98,583 | $7.24M | 0.04% | +3,627+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 97,939 | $7.19M | 0.01% | +12,969+15.3% | Added |
| Nisa Investment Advisors, LLC | 96,019 | $7.05M | 0.05% | +4,660+5.1% | Added |
| Korea Investment CORP | 94,400 | $6.93M | 0.02% | +40,400+74.8% | Added |
| Voya Investment Management LLC | 94,266 | $6.92M | 0.01% | −3,777−3.9% | Reduced |
| Handelsbanken Fonder AB | 92,414 | $6.78M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 91,475 | $6.71M | 0.01% | +507+0.6% | Added |
| Churchill Management Corp | 91,155 | $6.69M | 0.12% | +91,155 | New |
| Standard Life Aberdeen plc | 89,495 | $6.66M | 0.02% | −32,919−26.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 89,604 | $6.58M | 0.58% | −3,985−4.3% | Reduced |
| USS Investment Management Ltd | 88,597 | $6.50M | 0.05% | +6,290+7.6% | Added |
| Raymond James & Associates | 87,853 | $6.45M | 0.01% | −2,238−2.5% | Reduced |
| Employees Retirement System of Texas | 87,725 | $6.44M | 0.08% | +14,000+19.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,551 | $6.43M | 0.03% | +11,726+15.5% | Added |
| TD Asset Management Inc | 87,208 | $6.40M | 0.01% | −2,363−2.6% | Reduced |
| Forsta Ap-Fonden | 86,800 | $6.37M | 0.07% | +68,400+371.7% | Added |
| LPL Financial LLC | 85,108 | $6.25M | 0.01% | −8,085−8.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 82,000 | $6.02M | 0.02% | −671,387−89.1% | Reduced |
| Janus Henderson Group PLC | 81,612 | $5.99M | 0.00% | −10,009−10.9% | Reduced |
| Retirement Systems of Alabama | 80,494 | $5.91M | 0.02% | −1,187−1.5% | Reduced |
| AMG National Trust Bank | 79,197 | $5.81M | 0.19% | −22,682−22.3% | Reduced |
| ARGI Investment Services, LLC | 77,121 | $5.66M | 0.17% | −9,190−10.6% | Reduced |
| DekaBank Deutsche Girozentrale | 72,812 | $5.45M | 0.01% | −2,757−3.6% | Reduced |
| Arizona State Retirement System | 73,784 | $5.42M | 0.04% | +709+1.0% | Added |
| Macquarie Group Ltd | 73,691 | $5.41M | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 73,548 | $5.40M | 0.01% | −1,818−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 72,362 | $5.31M | 0.01% | +19,943+38.0% | Added |
| Prana Capital Management, LP | 71,481 | $5.25M | 0.42% | +2,759+4.0% | Added |
| Occudo Quantitative Strategies LP | 71,002 | $5.21M | 0.44% | +71,002 | New |
| Millennium Management LLC | 70,163 | $5.15M | 0.01% | −11,859−14.5% | Reduced |
| American International Group, Inc. | 69,791 | $5.12M | 0.03% | −3,200−4.4% | Reduced |
| State of Michigan Retirement System | 68,474 | $5.03M | 0.03% | −763−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 68,377 | $5.02M | 0.01% | −25,658−27.3% | Reduced |
| Comerica Bank | 64,772 | $4.94M | 0.04% | −1,161−1.8% | Reduced |
| NewSquare Capital LLC | 66,814 | $4.91M | 0.52% | +8,183+14.0% | Added |
| MetLife Investment Management | 66,401 | $4.87M | 0.03% | +11,937+21.9% | Added |
| Beacon Financial Group | 65,046 | $4.85M | 0.65% | −348−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 65,950 | $4.84M | 0.19% | −925−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 65,894 | $4.84M | 0.03% | +3,338+5.3% | Added |
| Old National Bancorp | 64,352 | $4.72M | 0.17% | +2,013+3.2% | Added |
| ExodusPoint Capital Management, LP | 64,207 | $4.71M | 0.07% | +64,207 | New |
| Wealthfront Advisers LLC | 63,990 | $4.70M | 0.02% | −8,559−11.8% | Reduced |
| Allianz Asset Management GmbH | 63,843 | $4.69M | 0.00% | −39,790−38.4% | Reduced |
| 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 |
| Tudor Investment Corp Et Al | 63,284 | $4.65M | 0.12% | +63,284 | New |
| Hoylecohen, LLC | 63,260 | $4.64M | 0.40% | +5,845+10.2% | Added |
| Commonwealth Equity Services, LLC | 63,050 | $4.63M | 0.01% | +8,767+16.2% | Added |
| Natixis Advisors, L.P. | 62,724 | $4.61M | 0.02% | +1,580+2.6% | Added |
| Iowa State Bank | 62,546 | $4.59M | 1.06% | −2,973−4.5% | Reduced |
| NN Investment Partners Holdings N.V. | 61,480 | $4.51M | 0.02% | −2,729−4.3% | Reduced |
| Citadel Advisors LLC | 61,453 | $4.51M | 0.01% | +51,009+488.4% | Added |
| Kingsview Wealth Management, LLC | 61,152 | $4.49M | 0.20% | +27,506+81.8% | Added |
| APG Asset Management N.V. | 66,847 | $4.41M | 0.01% | +34,300+105.4% | Added |
| Oregon Public Employees Retirement Fund | 60,062 | $4.41M | 0.05% | −5,368−8.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 59,768 | $4.39M | 0.02% | +4,063+7.3% | Added |
| Cubist Systematic Strategies, LLC | 58,760 | $4.31M | 0.04% | +48,647+481.0% | Added |
| CIBC World Markets Corp | 57,001 | $4.18M | 0.03% | +3,881+7.3% | Added |
| Vident Investment Advisory, LLC | 56,841 | $4.17M | 0.11% | +33,394+142.4% | Added |
| BerganKDV Wealth Management, LLC | 56,399 | $4.14M | 0.44% | +4,596+8.9% | Added |
| Spectrum Management Group, LLC | 55,651 | $4.08M | 0.65% | +55,547+53,410.6% | Added |
| Teacher Retirement System of Texas | 54,600 | $4.01M | 0.02% | +2,592+5.0% | Added |
| Unison Advisors LLC | 53,229 | $3.91M | 0.94% | +466+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 52,043 | $3.82M | 0.01% | +14,190+37.5% | Added |
| DnB Asset Management AS | 51,586 | $3.79M | 0.02% | +2,734+5.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 51,014 | $3.75M | 0.02% | −7,872−13.4% | Reduced |
| Mount Lucas Management LP | 50,540 | $3.71M | 1.08% | −5,920−10.5% | Reduced |
| Advisor Group Holdings, Inc. | 56,168 | $3.68M | 0.01% | +10,481+22.9% | Added |
| Tower Research Capital LLC (TRC) | 50,074 | $3.68M | 0.04% | +38,600+336.4% | Added |
| State of Alaska, Department of Revenue | 48,442 | $3.56M | 0.04% | −1,984−3.9% | Reduced |
| Aviva PLC | 48,089 | $3.53M | 0.02% | −36,395−43.1% | Reduced |
| IFM Investors Pty Ltd | 48,014 | $3.52M | 0.05% | +6,903+16.8% | Added |
| Dean Investment Associates, LLC | 47,411 | $3.48M | 0.62% | −505−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 47,241 | $3.47M | 0.23% | +34,500+270.8% | Added |
| Utah Retirement Systems | 46,113 | $3.38M | 0.05% | −1,400−2.9% | Reduced |
| Captrust Financial Advisors | 45,192 | $3.32M | 0.02% | −4,376−8.8% | Reduced |
| Gulf International Bank (UK) Ltd | 44,571 | $3.27M | 0.05% | 00.0% | Unchanged |
| Arjuna Capital | 42,757 | $3.14M | 1.31% | −2,131−4.7% | Reduced |
| US Bancorp | 42,524 | $3.12M | 0.01% | +1,446+3.5% | Added |
| Envestnet Asset Management Inc | 42,226 | $3.10M | 0.00% | −1,699−3.9% | Reduced |
| Yousif Capital Management, LLC | 42,156 | $3.10M | 0.03% | +110.0% | Added |
| ING Groep NV | 41,340 | $3.04M | 0.03% | +6,370+18.2% | Added |
| British Columbia Investment Management Corp | 40,928 | $3.00M | 0.02% | −6,304−13.3% | Reduced |
| State of Tennessee, Treasury Department | 40,799 | $3.00M | 0.01% | −1,299−3.1% | Reduced |
| Edmp, Inc. | 39,182 | $2.88M | 2.70% | −853−2.1% | Reduced |
| Alaska Permanent Fund Corp | 38,700 | $2.84M | 0.05% | 00.0% | Unchanged |
| Schroder Investment Management Group | 37,371 | $2.79M | 0.00% | +3,212+9.4% | Added |
| Tredje AP-fonden | 37,177 | $2.73M | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 36,927 | $2.71M | 0.01% | −1,462−3.8% | Reduced |
| Avantax Planning Partners, Inc. | 36,554 | $2.68M | 0.11% | −766−2.1% | Reduced |
| Natixis | 36,457 | $2.68M | 0.01% | −92,855−71.8% | Reduced |
| Mackay Shields LLC | 35,671 | $2.62M | 0.02% | −2,313−6.1% | Reduced |
| Meritage Portfolio Management | 35,588 | $2.61M | 0.16% | +533+1.5% | Added |
| American Century Companies Inc | 35,507 | $2.61M | 0.00% | +7,292+25.8% | Added |
| Dakota Wealth Management | 35,120 | $2.58M | 0.21% | +35,120 | New |
| Public Sector Pension Investment Board | 34,476 | $2.53M | 0.02% | −6,660−16.2% | Reduced |
| HighTower Advisors, LLC | 34,440 | $2.52M | 0.01% | +21,618+168.6% | Added |