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 |
|---|---|---|---|---|---|
| Ossiam | 12,343 | $824.0K | 0.02% | +2,115+20.7% | Added |
| West Bancorporation Inc | 12,427 | $830.0K | 0.58% | −60−0.5% | Reduced |
| GoalVest Advisory LLC | 12,712 | $846.0K | 0.54% | +12,704+158,800.0% | Added |
| South Dakota Investment Council | 12,830 | $857.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 12,852 | $858.0K | 0.02% | +331+2.6% | Added |
| Advisor Partners LLC | 13,178 | $880.0K | 0.06% | +1,095+9.1% | Added |
| APG Asset Management N.V. | 13,847 | $885.0K | 0.00% | −53,000−79.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,844 | $888.0K | 0.53% | −45−0.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,400 | $895.0K | 0.00% | −103,600−88.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 13,457 | $898.8K | 0.06% | +13,457 | New |
| New Mexico Educational Retirement Board | 13,454 | $899.0K | 0.04% | −700−4.9% | Reduced |
| Glaxis Capital Management, LLC | 13,779 | $920.0K | 14.03% | +129+0.9% | Added |
| Norinchukin Bank, The | 13,991 | $934.0K | 0.02% | +4,063+40.9% | Added |
| Metropolitan Life Insurance Co | 14,153 | $945.3K | 0.04% | −839−5.6% | Reduced |
| Louisiana State Employees Retirement System | 14,900 | $952.0K | 0.03% | −400−2.6% | Reduced |
| Seeyond | 14,391 | $961.0K | 0.11% | +4,921+52.0% | Added |
| Foster Group, Inc. | 14,426 | $964.0K | 0.07% | −603−4.0% | Reduced |
| Oppenheimer Asset Management Inc. | 14,697 | $982.0K | 0.02% | −11,668−44.3% | Reduced |
| Acropolis Investment Management, LLC | 14,936 | $998.0K | 0.10% | +948+6.8% | Added |
| Foster & Motley Inc | 15,069 | $1.01M | 0.09% | +1,346+9.8% | Added |
| Park Avenue Securities LLC | 15,104 | $1.01M | 0.02% | +1,096+7.8% | Added |
| CoreCap Advisors, LLC | 15,125 | $1.01M | 0.08% | +2,973+24.5% | Added |
| PSI Advisors, LLC | 15,297 | $1.02M | 0.50% | −834−5.2% | Reduced |
| D.A. Davidson & Co. | 15,583 | $1.04M | 0.01% | −88−0.6% | Reduced |
| Nordea Investment Management AB | 16,123 | $1.06M | 0.00% | +1,281+8.6% | Added |
| Neuberger Berman Group LLC | 15,878 | $1.08M | 0.00% | +2,205+16.1% | Added |
| Candriam Luxembourg S.C.A. | 16,248 | $1.08M | 0.01% | −5,578−25.6% | Reduced |
| Panagora Asset Management Inc | 16,295 | $1.09M | 0.01% | +470+3.0% | Added |
| Paradigm Financial Partners, LLC | 16,430 | $1.10M | 0.33% | +695+4.4% | Added |
| Intrua Financial, LLC | 16,496 | $1.10M | 0.23% | +4,764+40.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,681 | $1.11M | 0.03% | −12,991−43.8% | Reduced |
| Toroso Investments, LLC | 16,708 | $1.12M | 0.04% | +1,114+7.1% | Added |
| Daiwa Securities Group Inc. | 17,226 | $1.15M | 0.01% | +731+4.4% | Added |
| Franklin Resources Inc | 17,384 | $1.16M | 0.00% | +540+3.2% | Added |
| Kentucky Retirement Systems | 17,441 | $1.17M | 0.05% | +1,956+12.6% | Added |
| Resources Investment Advisors, LLC. | 17,671 | $1.18M | 0.05% | +30.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,762 | $1.19M | 0.02% | −892−4.8% | Reduced |
| JustInvest LLC | 17,750 | $1.19M | 0.05% | +6,333+55.5% | Added |
| Truist Financial Corp | 17,993 | $1.20M | 0.00% | +2,439+15.7% | Added |
| Rockland Trust Co | 18,162 | $1.21M | 0.08% | −845−4.4% | Reduced |
| Redwood Investment Management, LLC | 18,375 | $1.23M | 0.21% | −67−0.4% | Reduced |
| Ascent Group, LLC | 18,395 | $1.23M | 0.15% | +1,595+9.5% | Added |
| Janney Montgomery Scott LLC | 18,152 | $1.24M | 0.01% | +848+4.9% | Added |
| Montag A & Associates Inc | 18,576 | $1.24M | 0.08% | −1,000−5.1% | Reduced |
| CIBC World Markets Inc. | 18,776 | $1.25M | 0.00% | +451+2.5% | Added |
| Securian Asset Management, Inc | 19,051 | $1.27M | 0.03% | −669−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,205 | $1.28M | 0.00% | +2,663+16.1% | Added |
| Maryland State Retirement & Pension System | 19,249 | $1.29M | 0.04% | −706−3.5% | Reduced |
| Crossmark Global Holdings, Inc. | 19,267 | $1.29M | 0.03% | −70−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 19,485 | $1.30M | 0.02% | +11,129+133.2% | Added |
| Illinois Municipal Retirement Fund | 19,680 | $1.31M | 0.03% | +6,994+55.1% | Added |
| Oppenheimer & Co Inc | 19,845 | $1.32M | 0.03% | +3,086+18.4% | Added |
| Twin Capital Management Inc | 19,935 | $1.33M | 0.17% | −70−0.3% | Reduced |
| Veritable, L.P. | 19,969 | $1.33M | 0.02% | +726+3.8% | Added |
| Bridgewater Associates, LP | 20,042 | $1.34M | 0.01% | −8,218−29.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,439 | $1.36M | 0.00% | −618−2.9% | Reduced |
| Creative Planning | 20,447 | $1.37M | 0.00% | +2,185+12.0% | Added |
| Elo Mutual Pension Insurance Co | 20,591 | $1.38M | 0.05% | −257−1.2% | Reduced |
| 1832 Asset Management L.P. | 20,620 | $1.38M | 0.00% | −4,416−17.6% | Reduced |
| SG Americas Securities, LLC | 20,774 | $1.39M | 0.02% | +7,089+51.8% | Added |
| Achmea Investment Management B.V. | 20,796 | $1.39M | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 20,886 | $1.40M | 0.01% | +3,111+17.5% | Added |
| Greenwood Capital Associates LLC | 20,932 | $1.40M | 0.22% | +1,037+5.2% | Added |
| Eqis Capital Management, Inc. | 20,950 | $1.40M | 0.15% | +6,335+43.3% | Added |
| Cypress Capital, LLC | 21,449 | $1.43M | 0.20% | −335−1.5% | Reduced |
| Balentine LLC | 21,910 | $1.46M | 0.05% | +7,783+55.1% | Added |
| National Bank of Canada | 21,984 | $1.47M | 0.01% | −59−0.3% | Reduced |
| Stifel Financial Corp | 22,262 | $1.49M | 0.00% | +5,646+34.0% | Added |
| Public Sector Pension Investment Board | 22,604 | $1.51M | 0.01% | −11,872−34.4% | Reduced |
| Xponance, Inc. | 22,616 | $1.51M | 0.03% | +5,470+31.9% | Added |
| Westpac Banking Corp | 23,117 | $1.54M | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 23,279 | $1.56M | 0.00% | −9,648−29.3% | Reduced |
| Regentatlantic Capital LLC | 23,894 | $1.60M | 0.05% | −63−0.3% | Reduced |
| Kestra Advisory Services, LLC | 24,405 | $1.63M | 0.02% | +10,574+76.5% | Added |
| Cetera Advisor Networks LLC | 25,067 | $1.67M | 0.02% | +12,195+94.7% | Added |
| Hohimer Wealth Management, LLC | 25,148 | $1.68M | 0.50% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 25,420 | $1.70M | 0.00% | +311+1.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 25,523 | $1.71M | 1.59% | +1,545+6.4% | Added |
| AlphaCrest Capital Management LLC | 25,672 | $1.72M | 0.08% | +10,291+66.9% | Added |
| Columbus Macro, LLC | 26,137 | $1.75M | 0.66% | −1,055−3.9% | Reduced |
| Hartford Investment Management Co | 26,362 | $1.76M | 0.05% | −457−1.7% | Reduced |
| Nissay Asset Management Corp | 27,371 | $1.83M | 0.02% | −1,027−3.6% | Reduced |
| Global Retirement Partners, LLC | 28,977 | $1.94M | 0.16% | −140.0% | Reduced |
| STRS Ohio | 29,323 | $1.96M | 0.01% | −7,604−20.6% | Reduced |
| HRT Financial LP | 29,738 | $1.99M | 0.02% | +25,224+558.8% | Added |
| Captrust Financial Advisors | 30,113 | $2.01M | 0.01% | −15,079−33.4% | Reduced |
| British Columbia Investment Management Corp | 30,457 | $2.03M | 0.02% | −10,471−25.6% | Reduced |
| Texas Permanent School Fund | 31,039 | $2.07M | 0.03% | −473−1.5% | Reduced |
| CIBC Asset Management Inc | 31,583 | $2.11M | 0.01% | +6,358+25.2% | Added |
| Man Group plc | – | $2.11M | 0.01% | – | – |
| Mackenzie Financial Corp | 31,978 | $2.14M | 0.00% | +5,815+22.2% | Added |
| Mutual of America Capital Management LLC | 32,054 | $2.14M | 0.03% | −369−1.1% | Reduced |
| Leelyn Smith, LLC | 32,054 | $2.14M | 0.56% | +1,508+4.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.15M | 0.05% | +32,252 | New |
| Hancock Whitney Corp | 32,298 | $2.16M | 0.09% | +42+0.1% | Added |
| Siemens Fonds Invest GmbH | 32,549 | $2.17M | 0.23% | −40−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 32,668 | $2.18M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 33,417 | $2.23M | 0.04% | +669+2.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,215 | $2.29M | 0.02% | +1,709+5.3% | Added |
| Ethic Inc. | 34,894 | $2.33M | 0.16% | +3,213+10.1% | Added |