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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 141,915 | $9.48M | 0.04% | −4,149−2.8% | Reduced |
| State of New Jersey Common Pension Fund D | 146,772 | $9.80M | 0.04% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 148,047 | $9.90M | 0.16% | −37,125−20.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 151,018 | $10.1M | 0.04% | +23,056+18.0% | Added |
| Mn Services Vermogensbeheer B.V. | 153,580 | $10.3M | 0.10% | −43,600−22.1% | Reduced |
| Ci Investments Inc. | 154,302 | $10.3M | 0.05% | −3,373−2.1% | Reduced |
| Artemis Investment Management LLP | 154,032 | $10.3M | 0.11% | +154,032 | New |
| Mitsubishi UFJ Trust & Banking Corp | 159,039 | $10.6M | 0.03% | −11,489−6.7% | Reduced |
| Jane Street Group, LLC | 159,265 | $10.6M | 0.02% | +48,588+43.9% | Added |
| Commerce Bank | 162,022 | $10.8M | 0.09% | −812−0.5% | Reduced |
| Bank of Montreal | 161,573 | $11.1M | 0.01% | −5,738−3.4% | Reduced |
| Glenmede Trust Co NA | 166,533 | $11.1M | 0.07% | −8,077−4.6% | Reduced |
| BNP Paribas Arbitrage, SA | 181,522 | $12.1M | 0.03% | +28,053+18.3% | Added |
| Swedbank AB | 181,937 | $12.2M | 0.03% | −93,529−34.0% | Reduced |
| Manufacturers Life Insurance Company, The | 182,313 | $12.2M | 0.01% | −20,908−10.3% | Reduced |
| Sound Income Strategies, LLC | 182,408 | $12.2M | 1.62% | +16,093+9.7% | Added |
| AE Wealth Management LLC | 183,841 | $12.3M | 0.10% | +65,655+55.6% | Added |
| Canada Pension Plan Investment Board | 196,900 | $13.2M | 0.02% | −500,000−71.7% | Reduced |
| Russell Investments Group, Ltd. | 200,792 | $13.4M | 0.03% | +54,637+37.4% | Added |
| Millennium Management LLC | 211,455 | $14.1M | 0.02% | +141,292+201.4% | Added |
| Prudential Financial Inc | 212,329 | $14.4M | 0.02% | −36,030−14.5% | Reduced |
| Kempen Capital Management N.V. | 216,578 | $14.5M | 0.52% | −133,493−38.1% | Reduced |
| Capital Management Corp | 216,807 | $14.5M | 3.58% | −1,905−0.9% | Reduced |
| Wells Fargo & Company | 218,134 | $14.6M | 0.00% | +24,305+12.5% | Added |
| Storebrand Asset Management AS | 229,927 | $15.4M | 0.09% | +13,534+6.3% | Added |
| Squarepoint Ops LLC | 234,843 | $15.7M | 0.14% | +234,843 | New |
| UBS Group AG | 238,972 | $16.0M | 0.01% | +5,255+2.2% | Added |
| Brandywine Global Investment Management, LLC | 239,675 | $16.0M | 0.14% | +22,520+10.4% | Added |
| Citigroup Inc | 242,722 | $16.2M | 0.02% | +6,181+2.6% | Added |
| State of Wisconsin Investment Board | 245,264 | $16.4M | 0.04% | −7,812−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 251,330 | $16.8M | 0.02% | −1,608−0.6% | Reduced |
| Great West Life Assurance Co | 260,833 | $17.4M | 0.05% | −16,714−6.0% | Reduced |
| Principal Financial Group Inc | 272,103 | $18.2M | 0.01% | −4,135−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 275,022 | $18.4M | 0.03% | −1,455−0.5% | Reduced |
| New York State Common Retirement Fund | 285,572 | $19.1M | 0.02% | −17,313−5.7% | Reduced |
| New York State Teachers Retirement System | 293,370 | $19.6M | 0.05% | −5,093−1.7% | Reduced |
| Price T Rowe Associates Inc | 295,385 | $19.7M | 0.00% | −47,767−13.9% | Reduced |
| Eaton Vance Management | 297,101 | $19.8M | 0.03% | +34,280+13.0% | Added |
| Citadel Advisors LLC | 303,429 | $20.3M | 0.03% | +241,976+393.8% | Added |
| State Board of Administration of Florida Retirement System | 314,389 | $21.0M | 0.05% | −4,510−1.4% | Reduced |
| Alliancebernstein L.P. | 317,869 | $21.2M | 0.01% | −2,618−0.8% | Reduced |
| GW Henssler & Associates Ltd | 321,414 | $21.5M | 1.59% | +4,019+1.3% | Added |
| LSV Asset Management | 330,129 | $22.0M | 0.05% | −37,600−10.2% | Reduced |
| Argent Capital Management LLC | 336,709 | $22.5M | 0.85% | −3,233−1.0% | Reduced |
| Barclays PLC | 340,831 | $22.8M | 0.03% | −156,326−31.4% | Reduced |
| Alps Advisors Inc | 376,706 | $25.2M | 0.24% | +5,047+1.4% | Added |
| JPMorgan Chase & Co | 418,303 | $27.9M | 0.00% | +36,899+9.7% | Added |
| Cambiar Investors LLC | 421,702 | $28.2M | 1.25% | −398,171−48.6% | Reduced |
| Wedge Capital Management L L P | 435,670 | $29.1M | 0.46% | −35,722−7.6% | Reduced |
| North Star Asset Management Inc | 445,047 | $29.7M | 1.96% | −1560.0% | Reduced |
| California State Teachers Retirement System | 445,325 | $29.7M | 0.05% | −13,662−3.0% | Reduced |
| Credit Suisse AG | 445,560 | $29.8M | 0.03% | −62,403−12.3% | Reduced |
| National Pension Service | 455,283 | $30.4M | 0.06% | +6,621+1.5% | Added |
| Rhumbline Advisers | 463,624 | $31.0M | 0.05% | +30,169+7.0% | Added |
| California Public Employees Retirement System | 507,781 | $33.9M | 0.03% | −42,783−7.8% | Reduced |
| Fort Washington Investment Advisors Inc | 560,129 | $37.4M | 0.29% | +12,593+2.3% | Added |
| KBC Group NV | 584,056 | $39.0M | 0.19% | +4,677+0.8% | Added |
| FMR LLC | 601,178 | $40.2M | 0.00% | −14,707−2.4% | Reduced |
| First Trust Advisors LP | 620,881 | $41.5M | 0.05% | +58,365+10.4% | Added |
| Deutsche Bank AG | 701,354 | $46.8M | 0.03% | −101,416−12.6% | Reduced |
| Nuveen Asset Management, LLC | 728,045 | $48.6M | 0.02% | −44,494−5.8% | Reduced |
| HSBC Holdings PLC | 729,876 | $48.8M | 0.08% | −84,780−10.4% | Reduced |
| Natixis | 762,934 | $51.0M | 0.19% | +726,477+1,992.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 765,400 | $51.1M | 0.04% | +18,894+2.5% | Added |
| Victory Capital Management Inc | 871,173 | $58.2M | 0.07% | +64,605+8.0% | Added |
| Amundi | 1,004,536 | $61.4M | 0.05% | +14,066+1.4% | Added |
| Old Republic International Corporation | 1,010,000 | $67.5M | 1.63% | −75,000−6.9% | Reduced |
| Swiss National Bank | 1,133,116 | $75.7M | 0.05% | −15,000−1.3% | Reduced |
| UBS Asset Management Americas Inc | 1,244,501 | $83.1M | 0.04% | +53,297+4.5% | Added |
| Mairs & Power Inc | 1,379,293 | $92.1M | 1.10% | −46,482−3.3% | Reduced |
| Goldman Sachs Group Inc | 1,490,221 | $99.5M | 0.03% | −532,588−26.3% | Reduced |
| Royal Bank of Canada | 1,641,556 | $109.6M | 0.03% | +507,882+44.8% | Added |
| Ameriprise Financial Inc | 1,874,264 | $121.5M | 0.04% | −95,924−4.9% | Reduced |
| Bank of New York Mellon Corp | 1,982,713 | $132.4M | 0.03% | +61,793+3.2% | Added |
| Legal & General Group Plc | 2,012,402 | $134.4M | 0.05% | +80,219+4.2% | Added |
| Norges Bank | 2,570,081 | $171.7M | 0.04% | +937,763+57.4% | Added |
| Morgan Stanley | 3,001,474 | $200.5M | 0.03% | −922,875−23.5% | Reduced |
| Invesco Ltd. | 3,007,627 | $200.9M | 0.06% | +88,396+3.0% | Added |
| Dimensional Fund Advisors LP | 3,661,125 | $244.5M | 0.09% | +4,902+0.1% | Added |
| Wellington Management Group LLP | 3,968,048 | $265.0M | 0.05% | +1,831,350+85.7% | Added |
| Northern Trust Corp | 4,075,144 | $272.2M | 0.06% | −38,549−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 4,231,161 | $282.6M | 0.10% | +177,028+4.4% | Added |
| Geode Capital Management, LLC | 4,940,995 | $329.4M | 0.05% | −178,747−3.5% | Reduced |
| Capital Research Global Investors | 11,889,843 | $794.1M | 0.25% | −1,164,729−8.9% | Reduced |
| State Street Corp | 12,001,678 | $801.6M | 0.05% | −866,082−6.7% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.21B | 65.01% | 00.0% | Unchanged |
| Bank of America Corp | 19,453,884 | $1.30B | 0.16% | +5,446,924+38.9% | Added |
| BlackRock Inc. | 22,489,566 | $1.50B | 0.05% | −763,581−3.3% | Reduced |
| Vanguard Group Inc | 28,618,913 | $1.91B | 0.05% | −409,195−1.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Sofos Investments, Inc. | 1,273 | – | – | +1,200+1,643.8% | Added |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −273,900−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −256,861−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −71,481−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −71,002−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,284−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −35,671−100.0% | Sold out |
| G&S Capital LLC | 0 | $0 | 0.00% | −23,902−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,048−100.0% | Sold out |