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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 35,278 | $2.36M | 0.02% | +999+2.9% | Added |
| HighTower Advisors, LLC | 35,620 | $2.37M | 0.01% | +1,180+3.4% | Added |
| Assenagon Asset Management S.A. | 35,617 | $2.38M | 0.01% | +35,617 | New |
| Alaska Permanent Fund Corp | 35,700 | $2.38M | 0.03% | −3,000−7.8% | Reduced |
| Dakota Wealth Management | 35,833 | $2.39M | 0.22% | +713+2.0% | Added |
| Meritage Portfolio Management | 36,009 | $2.40M | 0.19% | +421+1.2% | Added |
| Advisors Asset Management, Inc. | 36,223 | $2.42M | 0.04% | +36,223 | New |
| Avantax Planning Partners, Inc. | 36,523 | $2.44M | 0.10% | −31−0.1% | Reduced |
| Tredje AP-fonden | 37,177 | $2.48M | 0.06% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 38,370 | $2.56M | 0.17% | +8,109+26.8% | Added |
| US Bancorp | 38,487 | $2.57M | 0.00% | −4,037−9.5% | Reduced |
| New York Life Investment Management LLC | 38,960 | $2.60M | 0.03% | +38,960 | New |
| Yousif Capital Management, LLC | 39,166 | $2.62M | 0.03% | −2,990−7.1% | Reduced |
| Edmp, Inc. | 39,182 | $2.62M | 2.56% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 39,289 | $2.62M | 0.03% | −9,153−18.9% | Reduced |
| Teacher Retirement System of Texas | 39,969 | $2.67M | 0.02% | −14,631−26.8% | Reduced |
| Kingsview Wealth Management, LLC | 40,662 | $2.72M | 0.13% | −20,490−33.5% | Reduced |
| Envestnet Asset Management Inc | 42,545 | $2.84M | 0.00% | +319+0.8% | Added |
| American Century Companies Inc | 42,742 | $2.85M | 0.00% | +7,235+20.4% | Added |
| Arjuna Capital | 43,640 | $2.92M | 1.41% | +883+2.1% | Added |
| Utah Retirement Systems | 44,613 | $2.98M | 0.05% | −1,500−3.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 44,741 | $2.99M | 0.26% | −2,500−5.3% | Reduced |
| Gulf International Bank (UK) Ltd | 44,571 | $3.00M | 0.05% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 47,239 | $3.15M | 0.61% | −172−0.4% | Reduced |
| Mount Lucas Management LP | 47,717 | $3.19M | 1.07% | −2,823−5.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 48,013 | $3.21M | 0.02% | −3,001−5.9% | Reduced |
| Tower Research Capital LLC (TRC) | 49,704 | $3.32M | 0.07% | −370−0.7% | Reduced |
| IFM Investors Pty Ltd | 49,954 | $3.34M | 0.06% | +1,940+4.0% | Added |
| DnB Asset Management AS | 50,940 | $3.40M | 0.02% | −646−1.3% | Reduced |
| CIBC World Markets Corp | 52,917 | $3.53M | 0.03% | −4,084−7.2% | Reduced |
| Oregon Public Employees Retirement Fund | 53,187 | $3.55M | 0.05% | −6,875−11.4% | Reduced |
| Unison Advisors LLC | 53,689 | $3.59M | 0.92% | +460+0.9% | Added |
| Freestone Capital Holdings, LLC | 54,053 | $3.61M | 0.14% | −11,897−18.0% | Reduced |
| ProShare Advisors LLC | 55,141 | $3.68M | 0.01% | −18,407−25.0% | Reduced |
| BerganKDV Wealth Management, LLC | 56,355 | $3.76M | 0.43% | −44−0.1% | Reduced |
| Comerica Bank | 60,753 | $3.88M | 0.03% | −4,019−6.2% | Reduced |
| Schroder Investment Management Group | 60,037 | $4.04M | 0.01% | +22,666+60.7% | Added |
| Iowa State Bank | 61,028 | $4.08M | 1.08% | −1,518−2.4% | Reduced |
| Andra AP-fonden | 62,000 | $4.14M | 0.12% | +62,000 | New |
| Natixis Advisors, L.P. | 62,147 | $4.15M | 0.02% | −577−0.9% | Reduced |
| Vident Investment Advisory, LLC | 62,686 | $4.18M | 0.13% | +5,845+10.3% | Added |
| MetLife Investment Management | 63,619 | $4.25M | 0.03% | −2,782−4.2% | Reduced |
| Guggenheim Capital LLC | 64,298 | $4.29M | 0.03% | −35,787−35.8% | Reduced |
| Hoylecohen, LLC | 64,375 | $4.30M | 0.45% | +1,115+1.8% | Added |
| Nomura Asset Management Co Ltd | 65,328 | $4.36M | 0.03% | −566−0.9% | Reduced |
| American International Group, Inc. | 65,655 | $4.38M | 0.03% | −4,136−5.9% | Reduced |
| Beacon Financial Group | 64,978 | $4.41M | 0.66% | −68−0.1% | Reduced |
| State of Tennessee, Treasury Department | 66,088 | $4.41M | 0.02% | +25,289+62.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 66,145 | $4.42M | 0.02% | +6,377+10.7% | Added |
| Commonwealth Equity Services, LLC | 67,055 | $4.48M | 0.01% | +4,005+6.4% | Added |
| DekaBank Deutsche Girozentrale | 68,633 | $4.52M | 0.01% | −4,179−5.7% | Reduced |
| AXA S.A. | 69,159 | $4.62M | 0.02% | −481,900−87.4% | Reduced |
| Wealthfront Advisers LLC | 69,233 | $4.62M | 0.02% | +5,243+8.2% | Added |
| State of Michigan Retirement System | 69,474 | $4.64M | 0.03% | +1,000+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 69,802 | $4.66M | 0.01% | +17,759+34.1% | Added |
| Allianz Asset Management GmbH | 70,780 | $4.73M | 0.00% | +6,937+10.9% | Added |
| Advisor Group Holdings, Inc. | 71,845 | $4.80M | 0.01% | +15,677+27.9% | Added |
| Macquarie Group Ltd | 72,250 | $4.83M | 0.01% | −1,441−2.0% | Reduced |
| Arizona State Retirement System | 72,907 | $4.87M | 0.05% | −877−1.2% | Reduced |
| Old National Bancorp | 73,129 | $4.88M | 0.16% | +8,777+13.6% | Added |
| NewSquare Capital LLC | 73,499 | $4.91M | 0.63% | +6,685+10.0% | Added |
| Standard Life Aberdeen plc | 73,431 | $4.92M | 0.02% | −16,064−17.9% | Reduced |
| Susquehanna International Group, LLP | 76,176 | $5.09M | 0.01% | −15,299−16.7% | Reduced |
| Amalgamated Bank | 77,622 | $5.18M | 0.05% | +14,321+22.6% | Added |
| Retirement Systems of Alabama | 77,904 | $5.20M | 0.02% | −2,590−3.2% | Reduced |
| Forsta Ap-Fonden | 78,100 | $5.22M | 0.07% | −8,700−10.0% | Reduced |
| Rafferty Asset Management, LLC | 79,426 | $5.30M | 0.05% | −50,461−38.8% | Reduced |
| TD Asset Management Inc | 80,148 | $5.35M | 0.01% | −7,060−8.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,739 | $5.53M | 0.03% | −4,812−5.5% | Reduced |
| D. E. Shaw & Co., Inc. | 83,222 | $5.56M | 0.01% | +10,860+15.0% | Added |
| USS Investment Management Ltd | 83,872 | $5.60M | 0.06% | −4,725−5.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 83,927 | $5.61M | 0.01% | −14,012−14.3% | Reduced |
| ARGI Investment Services, LLC | 84,027 | $5.61M | 0.19% | +6,906+9.0% | Added |
| Aviva PLC | 84,027 | $5.61M | 0.03% | +35,938+74.7% | Added |
| Nisa Investment Advisors, LLC | 84,199 | $5.62M | 0.05% | −11,820−12.3% | Reduced |
| Cambria Investment Management, L.P. | 84,490 | $5.64M | 0.73% | +84,490 | New |
| Voya Investment Management LLC | 85,911 | $5.74M | 0.01% | −8,355−8.9% | Reduced |
| LPL Financial LLC | 86,554 | $5.78M | 0.01% | +1,446+1.7% | Added |
| Employees Retirement System of Texas | 87,725 | $5.86M | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 87,926 | $5.87M | 0.60% | −1,678−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 88,355 | $5.90M | 0.01% | −21,845−19.8% | Reduced |
| Janus Henderson Group PLC | 89,036 | $5.95M | 0.00% | +7,424+9.1% | Added |
| AMG National Trust Bank | 91,805 | $6.13M | 0.23% | +12,608+15.9% | Added |
| Robeco Institutional Asset Management B.V. | 93,781 | $6.26M | 0.02% | +25,404+37.2% | Added |
| Handelsbanken Fonder AB | 97,105 | $6.49M | 0.04% | +4,691+5.1% | Added |
| Churchill Management Corp | 97,832 | $6.53M | 0.16% | +6,677+7.3% | Added |
| Conning Inc. | 98,336 | $6.57M | 0.20% | −11,234−10.3% | Reduced |
| Korea Investment CORP | 100,083 | $6.68M | 0.02% | +5,683+6.0% | Added |
| Raymond James & Associates | 100,587 | $6.72M | 0.01% | +12,734+14.5% | Added |
| Mirabella Financial Services LLP | 100,966 | $6.77M | 0.67% | +100,966 | New |
| Intech Investment Management LLC | 102,692 | $6.86M | 0.04% | +102,692 | New |
| Royal London Asset Management Ltd | 106,858 | $7.14M | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 109,778 | $7.33M | 0.03% | −6,017−5.2% | Reduced |
| Treasurer of the State of North Carolina | 111,661 | $7.46M | 0.05% | +13,078+13.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 113,901 | $7.61M | 0.10% | −5,600−4.7% | Reduced |
| Goelzer Investment Management, Inc. | 115,656 | $7.72M | 0.75% | −2,198−1.9% | Reduced |
| Baird Financial Group, Inc. | 116,600 | $7.79M | 0.02% | +991+0.9% | Added |
| Toronto Dominion Bank | 119,288 | $7.96M | 0.01% | −21,302−15.2% | Reduced |
| Pictet Asset Management SA | 122,776 | $8.20M | 0.01% | −14,463−10.5% | Reduced |
| Public Employees Retirement System of Ohio | 124,532 | $8.32M | 0.04% | −9,602−7.2% | Reduced |