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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.

Q2 2022 vs. Q1 2022

How the institutions holding Principal Financial Group Inc changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of PFG: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders68710691+14
Shares187.7M1.80M188.6M+2.65M (+1.4%)
Value$13.8B$131.9M$12.6B−$1.04B (−7.6%)

10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Principal Financial Group Inc at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to PFG in Q2 2022
InstitutionSharesValue% of portfolio
Squarepoint Ops LLC234,843$15.7M0.14%
Artemis Investment Management LLP154,032$10.3M0.11%
Intech Investment Management LLC102,692$6.86M0.04%
Mirabella Financial Services LLP100,966$6.77M0.67%
Cambria Investment Management, L.P.84,490$5.64M0.73%
Andra AP-fonden62,000$4.14M0.12%
New York Life Investment Management LLC38,960$2.60M0.03%
Advisors Asset Management, Inc.36,223$2.42M0.04%
Assenagon Asset Management S.A.35,617$2.38M0.01%
Dai-Ichi Life Insurance Company, Ltd32,252$2.15M0.05%
Kiwi Wealth Investments Limited Partnership13,457$898.8K0.06%
Walleye Trading LLC9,184$613.0K0.01%
V Wealth Advisors LLC8,691$581.0K0.11%
SEI Investments Co8,546$571.0K0.00%
HighPoint Advisor Group LLC7,204$478.0K0.05%
UBP Investment Advisors SA6,829$460.0K0.18%
Community Capital Management, Inc.6,300$421.0K0.51%
Connor, Clark & Lunn Investment Management Ltd.5,355$358.0K0.00%
My Legacy Advisors, LLC5,102$338.0K0.17%
Argent Trust Co4,803$321.0K0.02%
180 Wealth Advisors, LLC4,638$314.0K0.08%
Wolverine Trading, LLC4,646$313.0K0.01%
Qtron Investments LLC4,154$277.0K0.06%
Ground Swell Capital, LLC4,033$269.0K0.49%
J. W. Coons Advisors, LLC3,853$258.0K0.09%
Boothbay Fund Management, LLC3,674$245.0K0.01%
Pathstone Family Office, LLC3,450$230.4K0.01%
Hunter Associates Investment Management LLC3,411$228.0K0.06%
Jump Financial, LLC3,333$222.0K0.01%
Chesley Taft & Associates LLC3,259$218.0K0.01%
Oak Thistle LLC3,163$212.0K0.41%
OPSEU Pension Plan Trust Fund3,171$209.0K0.05%
Simplex Trading, LLC2,353$157.0K0.01%
Harbour Investments, Inc.2,184$146.0K0.01%
Counterpoint Mutual Funds LLC1,705$114.0K0.08%
Standard Family Office LLC1,700$114.0K1.13%
Ten Capital Wealth Advisors, LLC1,578$105.0K0.05%
Private Trust Co NA1,017$68.0K0.01%
Duncker Streett & Co Inc1,010$67.0K0.02%
Capital Directions Investment Advisors, LLC947$63.0K0.02%
Lee Financial Co905$60.0K0.01%
Fairfield, Bush & Co.700$47.0K0.03%
CX Institutional613$41.0K0.00%
Truvestments Capital LLC500$33.0K0.02%
Bell Investment Advisors, Inc405$27.0K0.01%
Heritage Financial Services, LLC369$24.0K0.01%
Bogart Wealth, LLC300$20.0K0.00%
Ronald Blue Trust, Inc.267$20.0K0.00%
Jones Financial Companies LLLP279$19.0K0.00%
Crewe Advisors LLC221$15.0K0.00%
Vectors Research Management, LLC216$14.0K0.00%
Global Wealth Management Investment Advisory, Inc.162$11.0K0.00%
Ritter Daniher Financial Advisory LLC147$10.0K0.01%
Northern Oak Wealth Management Inc129$9.00K0.00%
New Millennium Group LLC137$9.00K0.01%
Eagle Bay Advisors LLC124$8.28K0.01%
South State Corp.114$8.00K0.00%
Enterprise Trust & Investment Co124$8.00K0.00%
Legacy CG, LLC107$7.00K0.00%
Field & Main Bank83$6.00K0.00%
Tfo-TDC, LLC27$2.00K0.00%
Capital Advisors, Ltd. LLC10$1.00K0.00%
Wolff Wiese Magana LLC10$1.00K0.00%
Spire Wealth Management12$1.00K0.00%
Whittier Trust Co of Nevada Inc1$00.00%
ACG Wealth2$00.00%
Avion Wealth1$00.00%
Transamerica Financial Advisors, Inc.1––

Sold out (54)

Institutions that held Principal Financial Group Inc at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of PFG in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Schonfeld Strategic Advisors LLC273,900$20.1M
Gillson Capital LP256,861$18.9M
Prana Capital Management, LP71,481$5.25M
Occudo Quantitative Strategies LP71,002$5.21M
Tudor Investment Corp Et Al63,284$4.65M
Mackay Shields LLC35,671$2.62M
G&S Capital LLC23,902$1.75M
Employees Provident Fund Board20,500$1.50M
Ergoteles LLC19,048$1.40M
Gotham Asset Management, LLC16,504$1.21M
Zurich Insurance Group Ltd15,700$1.15M
TKG Advisors, LLC13,848$1.02M
XTX Topco Ltd11,740$862.0K
Aaron Wealth Advisors52,047$709.0K
Cresset Asset Management, LLC8,616$633.0K
Seven Eight Capital, LP8,541$627.0K
Paloma Partners Management Co8,300$609.0K
Walleye Capital LLC4,988$366.0K
Latitude Advisors, LLC4,766$350.0K
Nomura Holdings Inc4,635$342.0K
Laurion Capital Management LP4,600$338.0K
Marshall Financial Group LLC4,465$328.0K
IBM Retirement Fund4,185$307.0K
Y-Intercept (Hong Kong) Ltd4,139$304.0K
Jefferies Group LLC4,097$300.8K
Vestmark Advisory Solutions, Inc.4,006$294.0K
ETF Managers Group, LLC3,494$261.0K
Duality Advisers, LP3,550$261.0K
ASB Consultores, LLC3,396$249.0K
Profund Advisors LLC3,303$242.0K
Sigma Planning Corp3,150$231.0K
Horizon Investments, LLC3,023$222.0K
Avantax Advisory Services, Inc.2,998$220.0K
Security National Bank2,905$213.0K
Brighton Jones LLC2,803$206.0K
J.W. Cole Advisors, Inc.2,804$206.0K
AQR Capital Management LLC2,786$205.0K
Evergreen Capital Management LLC2,790$205.0K
Koshinski Asset Management, Inc.2,767$203.1K
Blueshift Asset Management, LLC2,764$203.0K
BI Asset Management Fondsmaeglerselskab A/S2,164$159.0K
Hills Bank & Trust Co1,402$103.0K
Gemmer Asset Management LLC1,233$90.0K
Paladin Advisory Group, LLC783$57.0K
McClarren Financial Advisors, Inc.572$42.0K
Lloyd Advisory Services, LLC.560$41.0K
Tarbox Family Office, Inc.240$18.0K
Money Concepts Capital Corp94$7.00K
Cambridge Trust Co44$3.00K
Prospera Financial Services Inc38$3.00K
Cordant, Inc.45$3.00K
Sittner & Nelson, LLC34$2.00K
Dark Forest Capital Management LP16$1.00K
WestEnd Advisors, LLC–$220

Not filed for Q2 2022 yet (10)

Institutions that held Principal Financial Group Inc at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC1,474,968$108.3M
Susquehanna Fundamental Investments, LLC146,738$10.8M
Amalgamated Financial Corp.63,301$4.65M
NN Investment Partners Holdings N.V.61,480$4.51M
PGGM Investments25,853$1.87M
Teachers Retirement System of the State of Kentucky17,640$1.29M
IndexIQ Advisors LLC5,542$407.0K
Dixon Hughes Goodman Wealth Advisors LLC806$59.0K
Lenox Wealth Advisors, LLC268$20.0K
SJS Investment Consulting Inc.5$0