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, Q2 2022
Institutional positions in Principal Financial Group Inc as of Jun 30, 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
- 691
- +14 vs. Q1 2022
- Shares held
- 188.6M
- +2.65M (+1.4%) vs. Q1 2022
- Total value
- $12.6B
- −$1.04B (−7.6%) vs. Q1 2022
- New holders
- 68
- 240 more added
- Sold out
- 54
- 238 more reduced
10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,618,913 | $1.91B | 0.05% | −409,195−1.4% | Reduced |
| BlackRock Inc. | 22,489,566 | $1.50B | 0.05% | −763,581−3.3% | Reduced |
| Bank of America Corp | 19,453,884 | $1.30B | 0.16% | +5,446,924+38.9% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.21B | 65.01% | 00.0% | Unchanged |
| State Street Corp | 12,001,678 | $801.6M | 0.05% | −866,082−6.7% | Reduced |
| Capital Research Global Investors | 11,889,843 | $794.1M | 0.25% | −1,164,729−8.9% | Reduced |
| Geode Capital Management, LLC | 4,940,995 | $329.4M | 0.05% | −178,747−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 4,231,161 | $282.6M | 0.10% | +177,028+4.4% | Added |
| Northern Trust Corp | 4,075,144 | $272.2M | 0.06% | −38,549−0.9% | Reduced |
| Wellington Management Group LLP | 3,968,048 | $265.0M | 0.05% | +1,831,350+85.7% | Added |
| Dimensional Fund Advisors LP | 3,661,125 | $244.5M | 0.09% | +4,902+0.1% | Added |
| Invesco Ltd. | 3,007,627 | $200.9M | 0.06% | +88,396+3.0% | Added |
| Morgan Stanley | 3,001,474 | $200.5M | 0.03% | −922,875−23.5% | Reduced |
| Norges Bank | 2,570,081 | $171.7M | 0.04% | +937,763+57.4% | Added |
| Legal & General Group Plc | 2,012,402 | $134.4M | 0.05% | +80,219+4.2% | Added |
| Bank of New York Mellon Corp | 1,982,713 | $132.4M | 0.03% | +61,793+3.2% | Added |
| Ameriprise Financial Inc | 1,874,264 | $121.5M | 0.04% | −95,924−4.9% | Reduced |
| Royal Bank of Canada | 1,641,556 | $109.6M | 0.03% | +507,882+44.8% | Added |
| Goldman Sachs Group Inc | 1,490,221 | $99.5M | 0.03% | −532,588−26.3% | Reduced |
| Mairs & Power Inc | 1,379,293 | $92.1M | 1.10% | −46,482−3.3% | Reduced |
| UBS Asset Management Americas Inc | 1,244,501 | $83.1M | 0.04% | +53,297+4.5% | Added |
| Swiss National Bank | 1,133,116 | $75.7M | 0.05% | −15,000−1.3% | Reduced |
| Old Republic International Corporation | 1,010,000 | $67.5M | 1.63% | −75,000−6.9% | Reduced |
| Amundi | 1,004,536 | $61.4M | 0.05% | +14,066+1.4% | Added |
| Victory Capital Management Inc | 871,173 | $58.2M | 0.07% | +64,605+8.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 765,400 | $51.1M | 0.04% | +18,894+2.5% | Added |
| Natixis | 762,934 | $51.0M | 0.19% | +726,477+1,992.7% | Added |
| HSBC Holdings PLC | 729,876 | $48.8M | 0.08% | −84,780−10.4% | Reduced |
| Nuveen Asset Management, LLC | 728,045 | $48.6M | 0.02% | −44,494−5.8% | Reduced |
| Deutsche Bank AG | 701,354 | $46.8M | 0.03% | −101,416−12.6% | Reduced |
| First Trust Advisors LP | 620,881 | $41.5M | 0.05% | +58,365+10.4% | Added |
| FMR LLC | 601,178 | $40.2M | 0.00% | −14,707−2.4% | Reduced |
| KBC Group NV | 584,056 | $39.0M | 0.19% | +4,677+0.8% | Added |
| Fort Washington Investment Advisors Inc | 560,129 | $37.4M | 0.29% | +12,593+2.3% | Added |
| California Public Employees Retirement System | 507,781 | $33.9M | 0.03% | −42,783−7.8% | Reduced |
| Rhumbline Advisers | 463,624 | $31.0M | 0.05% | +30,169+7.0% | Added |
| National Pension Service | 455,283 | $30.4M | 0.06% | +6,621+1.5% | Added |
| Credit Suisse AG | 445,560 | $29.8M | 0.03% | −62,403−12.3% | Reduced |
| California State Teachers Retirement System | 445,325 | $29.7M | 0.05% | −13,662−3.0% | Reduced |
| North Star Asset Management Inc | 445,047 | $29.7M | 1.96% | −1560.0% | Reduced |
| Wedge Capital Management L L P | 435,670 | $29.1M | 0.46% | −35,722−7.6% | Reduced |
| Cambiar Investors LLC | 421,702 | $28.2M | 1.25% | −398,171−48.6% | Reduced |
| JPMorgan Chase & Co | 418,303 | $27.9M | 0.00% | +36,899+9.7% | Added |
| Alps Advisors Inc | 376,706 | $25.2M | 0.24% | +5,047+1.4% | Added |
| Barclays PLC | 340,831 | $22.8M | 0.03% | −156,326−31.4% | Reduced |
| Argent Capital Management LLC | 336,709 | $22.5M | 0.85% | −3,233−1.0% | Reduced |
| LSV Asset Management | 330,129 | $22.0M | 0.05% | −37,600−10.2% | Reduced |
| GW Henssler & Associates Ltd | 321,414 | $21.5M | 1.59% | +4,019+1.3% | Added |
| Alliancebernstein L.P. | 317,869 | $21.2M | 0.01% | −2,618−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 314,389 | $21.0M | 0.05% | −4,510−1.4% | Reduced |
| Citadel Advisors LLC | 303,429 | $20.3M | 0.03% | +241,976+393.8% | Added |
| Eaton Vance Management | 297,101 | $19.8M | 0.03% | +34,280+13.0% | Added |
| Price T Rowe Associates Inc | 295,385 | $19.7M | 0.00% | −47,767−13.9% | Reduced |
| New York State Teachers Retirement System | 293,370 | $19.6M | 0.05% | −5,093−1.7% | Reduced |
| New York State Common Retirement Fund | 285,572 | $19.1M | 0.02% | −17,313−5.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 275,022 | $18.4M | 0.03% | −1,455−0.5% | Reduced |
| Principal Financial Group Inc | 272,103 | $18.2M | 0.01% | −4,135−1.5% | Reduced |
| Great West Life Assurance Co | 260,833 | $17.4M | 0.05% | −16,714−6.0% | Reduced |
| The PNC Financial Services Group, Inc. | 251,330 | $16.8M | 0.02% | −1,608−0.6% | Reduced |
| State of Wisconsin Investment Board | 245,264 | $16.4M | 0.04% | −7,812−3.1% | Reduced |
| Citigroup Inc | 242,722 | $16.2M | 0.02% | +6,181+2.6% | Added |
| Brandywine Global Investment Management, LLC | 239,675 | $16.0M | 0.14% | +22,520+10.4% | Added |
| UBS Group AG | 238,972 | $16.0M | 0.01% | +5,255+2.2% | Added |
| Squarepoint Ops LLC | 234,843 | $15.7M | 0.14% | +234,843 | New |
| Storebrand Asset Management AS | 229,927 | $15.4M | 0.09% | +13,534+6.3% | Added |
| Wells Fargo & Company | 218,134 | $14.6M | 0.00% | +24,305+12.5% | Added |
| Capital Management Corp | 216,807 | $14.5M | 3.58% | −1,905−0.9% | Reduced |
| Kempen Capital Management N.V. | 216,578 | $14.5M | 0.52% | −133,493−38.1% | Reduced |
| Prudential Financial Inc | 212,329 | $14.4M | 0.02% | −36,030−14.5% | Reduced |
| Millennium Management LLC | 211,455 | $14.1M | 0.02% | +141,292+201.4% | Added |
| Russell Investments Group, Ltd. | 200,792 | $13.4M | 0.03% | +54,637+37.4% | Added |
| Canada Pension Plan Investment Board | 196,900 | $13.2M | 0.02% | −500,000−71.7% | Reduced |
| AE Wealth Management LLC | 183,841 | $12.3M | 0.10% | +65,655+55.6% | Added |
| Sound Income Strategies, LLC | 182,408 | $12.2M | 1.62% | +16,093+9.7% | Added |
| Manufacturers Life Insurance Company, The | 182,313 | $12.2M | 0.01% | −20,908−10.3% | Reduced |
| Swedbank AB | 181,937 | $12.2M | 0.03% | −93,529−34.0% | Reduced |
| BNP Paribas Arbitrage, SA | 181,522 | $12.1M | 0.03% | +28,053+18.3% | Added |
| Glenmede Trust Co NA | 166,533 | $11.1M | 0.07% | −8,077−4.6% | Reduced |
| Bank of Montreal | 161,573 | $11.1M | 0.01% | −5,738−3.4% | Reduced |
| Commerce Bank | 162,022 | $10.8M | 0.09% | −812−0.5% | Reduced |
| Jane Street Group, LLC | 159,265 | $10.6M | 0.02% | +48,588+43.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 159,039 | $10.6M | 0.03% | −11,489−6.7% | Reduced |
| Artemis Investment Management LLP | 154,032 | $10.3M | 0.11% | +154,032 | New |
| Ci Investments Inc. | 154,302 | $10.3M | 0.05% | −3,373−2.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 153,580 | $10.3M | 0.10% | −43,600−22.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 151,018 | $10.1M | 0.04% | +23,056+18.0% | Added |
| Swiss Life Asset Management Ltd | 148,047 | $9.90M | 0.16% | −37,125−20.0% | Reduced |
| State of New Jersey Common Pension Fund D | 146,772 | $9.80M | 0.04% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 141,915 | $9.48M | 0.04% | −4,149−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 124,532 | $8.32M | 0.04% | −9,602−7.2% | Reduced |
| Pictet Asset Management SA | 122,776 | $8.20M | 0.01% | −14,463−10.5% | Reduced |
| Toronto Dominion Bank | 119,288 | $7.96M | 0.01% | −21,302−15.2% | Reduced |
| Baird Financial Group, Inc. | 116,600 | $7.79M | 0.02% | +991+0.9% | Added |
| Goelzer Investment Management, Inc. | 115,656 | $7.72M | 0.75% | −2,198−1.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 113,901 | $7.61M | 0.10% | −5,600−4.7% | Reduced |
| Treasurer of the State of North Carolina | 111,661 | $7.46M | 0.05% | +13,078+13.3% | Added |
| Asset Management One Co.,Ltd. | 109,778 | $7.33M | 0.03% | −6,017−5.2% | Reduced |
| Royal London Asset Management Ltd | 106,858 | $7.14M | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 102,692 | $6.86M | 0.04% | +102,692 | New |
| Mirabella Financial Services LLP | 100,966 | $6.77M | 0.67% | +100,966 | New |