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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 34,279 | $2.52M | 0.02% | +1,866+5.8% | Added |
| Bank of Nova Scotia | 32,927 | $2.42M | 0.00% | −268,847−89.1% | Reduced |
| Cetera Investment Advisers | 32,748 | $2.40M | 0.03% | −538−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 32,668 | $2.40M | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 32,589 | $2.39M | 0.19% | +779+2.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,506 | $2.39M | 0.02% | +1,564+5.1% | Added |
| Mutual of America Capital Management LLC | 32,423 | $2.38M | 0.03% | −132−0.4% | Reduced |
| Hancock Whitney Corp | 32,256 | $2.37M | 0.08% | −7,678−19.2% | Reduced |
| Ethic Inc. | 31,681 | $2.33M | 0.16% | +3,583+12.8% | Added |
| Texas Permanent School Fund | 31,512 | $2.31M | 0.03% | −2,491−7.3% | Reduced |
| Leelyn Smith, LLC | 30,546 | $2.24M | 0.58% | +927+3.1% | Added |
| Point72 Hong Kong Ltd | 30,261 | $2.22M | 0.20% | +17,103+130.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,672 | $2.18M | 0.05% | +12,997+77.9% | Added |
| Nissay Asset Management Corp | 28,398 | $2.08M | 0.02% | +271+1.0% | Added |
| Bridgewater Associates, LP | 28,260 | $2.08M | 0.01% | −18,917−40.1% | Reduced |
| Global Retirement Partners, LLC | 28,991 | $2.04M | 0.16% | +28,991 | New |
| Columbus Macro, LLC | 27,192 | $2.00M | 0.68% | +177+0.7% | Added |
| Hartford Investment Management Co | 26,819 | $1.97M | 0.05% | −2,052−7.1% | Reduced |
| Oppenheimer Asset Management Inc. | 26,365 | $1.94M | 0.03% | −334−1.3% | Reduced |
| Mackenzie Financial Corp | 26,163 | $1.92M | 0.00% | +2,417+10.2% | Added |
| PGGM Investments | 25,853 | $1.87M | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 25,225 | $1.85M | 0.01% | +155+0.6% | Added |
| Hohimer Wealth Management, LLC | 25,148 | $1.85M | 0.36% | −250−1.0% | Reduced |
| First Republic Investment Management, Inc. | 25,109 | $1.84M | 0.00% | −923−3.5% | Reduced |
| 1832 Asset Management L.P. | 25,036 | $1.81M | 0.00% | +25,036 | New |
| Weaver C. Barksdale & Associates, Inc. | 23,978 | $1.76M | 1.57% | +326+1.4% | Added |
| Regentatlantic Capital LLC | 23,957 | $1.76M | 0.05% | −31,129−56.5% | Reduced |
| G&S Capital LLC | 23,902 | $1.75M | 0.94% | +223+0.9% | Added |
| Westpac Banking Corp | 23,117 | $1.70M | 0.02% | −300−1.3% | Reduced |
| National Bank of Canada | 22,043 | $1.62M | 0.01% | −190−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 21,826 | $1.60M | 0.01% | −430−1.9% | Reduced |
| Cypress Capital, LLC | 21,784 | $1.60M | 0.20% | −64−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,057 | $1.54M | 0.00% | +4,475+27.0% | Added |
| Elo Mutual Pension Insurance Co | 20,848 | $1.53M | 0.04% | +191+0.9% | Added |
| Achmea Investment Management B.V. | 20,796 | $1.53M | 0.04% | +20,796 | New |
| Employees Provident Fund Board | 20,500 | $1.50M | 0.03% | +7,000+51.9% | Added |
| Twin Capital Management Inc | 20,005 | $1.47M | 0.16% | −100−0.5% | Reduced |
| Maryland State Retirement & Pension System | 19,955 | $1.47M | 0.04% | −821−4.0% | Reduced |
| Greenwood Capital Associates LLC | 19,895 | $1.46M | 0.38% | +7,230+57.1% | Added |
| Securian Asset Management, Inc | 19,720 | $1.45M | 0.03% | −520−2.6% | Reduced |
| Montag A & Associates Inc | 19,576 | $1.44M | 0.08% | −3,000−13.3% | Reduced |
| Crossmark Global Holdings, Inc. | 19,337 | $1.42M | 0.03% | +360+1.9% | Added |
| Veritable, L.P. | 19,243 | $1.41M | 0.02% | +575+3.1% | Added |
| Pacer Advisors, Inc. | 19,134 | $1.41M | 0.01% | −40,711−68.0% | Reduced |
| Ergoteles LLC | 19,048 | $1.40M | 0.05% | +19,048 | New |
| 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 |
| B. Metzler seel. Sohn & Co. AG | 18,654 | $1.37M | 0.02% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 18,442 | $1.35M | 0.20% | +73+0.4% | Added |
| CIBC World Markets Inc. | 18,325 | $1.34M | 0.00% | +18,325 | New |
| Creative Planning | 18,262 | $1.34M | 0.00% | +1,743+10.6% | Added |
| GWM Advisors LLC | 18,039 | $1.32M | 0.02% | −1,329−6.9% | Reduced |
| Mariner, LLC | 17,775 | $1.30M | 0.00% | +5,704+47.3% | Added |
| Resources Investment Advisors, LLC. | 17,668 | $1.30M | 0.05% | −327−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,640 | $1.29M | 0.01% | −767−4.2% | Reduced |
| Janney Montgomery Scott LLC | 17,304 | $1.27M | 0.01% | −703−3.9% | Reduced |
| Xponance, Inc. | 17,146 | $1.26M | 0.02% | +658+4.0% | Added |
| Franklin Resources Inc | 16,844 | $1.24M | 0.00% | −1,292−7.1% | Reduced |
| Ascent Group, LLC | 16,800 | $1.23M | 0.14% | +16,800 | New |
| Oppenheimer & Co Inc | 16,759 | $1.23M | 0.02% | +1,467+9.6% | Added |
| Stifel Financial Corp | 16,616 | $1.22M | 0.00% | −50,701−75.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,542 | $1.21M | 0.00% | +822+5.2% | Added |
| Gotham Asset Management, LLC | 16,504 | $1.21M | 0.04% | +5,625+51.7% | Added |
| Daiwa Securities Group Inc. | 16,495 | $1.21M | 0.01% | +1,012+6.5% | Added |
| PSI Advisors, LLC | 16,131 | $1.18M | 0.49% | +103+0.6% | Added |
| Louisiana State Employees Retirement System | 15,300 | $1.17M | 0.03% | −100−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 15,735 | $1.16M | 0.26% | +15,735 | New |
| Panagora Asset Management Inc | 15,825 | $1.16M | 0.01% | +5,657+55.6% | Added |
| Zurich Insurance Group Ltd | 15,700 | $1.15M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,671 | $1.15M | 0.01% | −171−1.1% | Reduced |
| Toroso Investments, LLC | 15,594 | $1.15M | 0.03% | +1,434+10.1% | Added |
| Truist Financial Corp | 15,554 | $1.14M | 0.00% | −300−1.9% | Reduced |
| Kentucky Retirement Systems | 15,485 | $1.14M | 0.05% | +587+3.9% | Added |
| AlphaCrest Capital Management LLC | 15,381 | $1.13M | 0.06% | +9,556+164.1% | Added |
| Nordea Investment Management AB | 14,842 | $1.11M | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 15,029 | $1.10M | 0.09% | −441−2.9% | Reduced |
| Metropolitan Life Insurance Co | 14,992 | $1.10M | 0.04% | −13,488−47.4% | Reduced |
| IFP Advisors, Inc | 18,996 | $1.08M | 0.01% | +12,794+206.3% | Added |
| E. Ohman J:or Asset Management AB | 14,700 | $1.08M | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 14,615 | $1.07M | 0.10% | +14,615 | New |
| New Mexico Educational Retirement Board | 14,154 | $1.04M | 0.04% | −1,100−7.2% | Reduced |
| Balentine LLC | 14,127 | $1.04M | 0.04% | +5,830+70.3% | Added |
| Park Avenue Securities LLC | 14,008 | $1.03M | 0.02% | +14,008 | New |
| 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 |
| Neuberger Berman Group LLC | 13,673 | $1.02M | 0.00% | −2,465−15.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,912 | $1.02M | 0.05% | −842−5.7% | Reduced |
| TKG Advisors, LLC | 13,848 | $1.02M | 0.81% | +786+6.0% | Added |
| Kestra Advisory Services, LLC | 13,831 | $1.01M | 0.01% | +1,057+8.3% | Added |
| Foster & Motley Inc | 13,723 | $1.01M | 0.08% | +2,310+20.2% | Added |
| SG Americas Securities, LLC | 13,685 | $1.00M | 0.01% | −202,274−93.7% | Reduced |
| Glaxis Capital Management, LLC | 13,650 | $1.00M | 1.42% | +13,650 | New |
| Capital Advisory Group Advisory Services, LLC | 12,889 | $946.0K | 0.44% | −154−1.2% | Reduced |
| Cetera Advisor Networks LLC | 12,872 | $945.0K | 0.01% | +2,844+28.4% | Added |
| South Dakota Investment Council | 12,830 | $942.0K | 0.02% | −4,457−25.8% | Reduced |
| Illinois Municipal Retirement Fund | 12,686 | $931.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 12,521 | $919.0K | 0.02% | −27,930−69.0% | Reduced |
| WBI Investments | 12,526 | $919.0K | 0.15% | −1,607−11.4% | Reduced |
| West Bancorporation Inc | 12,487 | $917.0K | 0.57% | +11,815+1,758.2% | Added |
| Adams Wealth Management | 12,293 | $902.0K | 0.30% | −655−5.1% | Reduced |