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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 31,583 | $2.11M | 0.01% | +6,358+25.2% | Added |
| Texas Permanent School Fund | 31,039 | $2.07M | 0.03% | −473−1.5% | Reduced |
| British Columbia Investment Management Corp | 30,457 | $2.03M | 0.02% | −10,471−25.6% | Reduced |
| Captrust Financial Advisors | 30,113 | $2.01M | 0.01% | −15,079−33.4% | Reduced |
| HRT Financial LP | 29,738 | $1.99M | 0.02% | +25,224+558.8% | Added |
| STRS Ohio | 29,323 | $1.96M | 0.01% | −7,604−20.6% | Reduced |
| Global Retirement Partners, LLC | 28,977 | $1.94M | 0.16% | −140.0% | Reduced |
| Nissay Asset Management Corp | 27,371 | $1.83M | 0.02% | −1,027−3.6% | Reduced |
| Hartford Investment Management Co | 26,362 | $1.76M | 0.05% | −457−1.7% | Reduced |
| Columbus Macro, LLC | 26,137 | $1.75M | 0.66% | −1,055−3.9% | Reduced |
| AlphaCrest Capital Management LLC | 25,672 | $1.72M | 0.08% | +10,291+66.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 25,523 | $1.71M | 1.59% | +1,545+6.4% | Added |
| First Republic Investment Management, Inc. | 25,420 | $1.70M | 0.00% | +311+1.2% | Added |
| Hohimer Wealth Management, LLC | 25,148 | $1.68M | 0.50% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 25,067 | $1.67M | 0.02% | +12,195+94.7% | Added |
| Kestra Advisory Services, LLC | 24,405 | $1.63M | 0.02% | +10,574+76.5% | Added |
| Regentatlantic Capital LLC | 23,894 | $1.60M | 0.05% | −63−0.3% | Reduced |
| Bank of Nova Scotia | 23,279 | $1.56M | 0.00% | −9,648−29.3% | Reduced |
| Westpac Banking Corp | 23,117 | $1.54M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 22,616 | $1.51M | 0.03% | +5,470+31.9% | Added |
| Public Sector Pension Investment Board | 22,604 | $1.51M | 0.01% | −11,872−34.4% | Reduced |
| Stifel Financial Corp | 22,262 | $1.49M | 0.00% | +5,646+34.0% | Added |
| National Bank of Canada | 21,984 | $1.47M | 0.01% | −59−0.3% | Reduced |
| Balentine LLC | 21,910 | $1.46M | 0.05% | +7,783+55.1% | Added |
| Cypress Capital, LLC | 21,449 | $1.43M | 0.20% | −335−1.5% | Reduced |
| Eqis Capital Management, Inc. | 20,950 | $1.40M | 0.15% | +6,335+43.3% | Added |
| Greenwood Capital Associates LLC | 20,932 | $1.40M | 0.22% | +1,037+5.2% | Added |
| Mariner, LLC | 20,886 | $1.40M | 0.01% | +3,111+17.5% | Added |
| Achmea Investment Management B.V. | 20,796 | $1.39M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,774 | $1.39M | 0.02% | +7,089+51.8% | Added |
| 1832 Asset Management L.P. | 20,620 | $1.38M | 0.00% | −4,416−17.6% | Reduced |
| Elo Mutual Pension Insurance Co | 20,591 | $1.38M | 0.05% | −257−1.2% | Reduced |
| Creative Planning | 20,447 | $1.37M | 0.00% | +2,185+12.0% | Added |
| Allspring Global Investments Holdings, LLC | 20,439 | $1.36M | 0.00% | −618−2.9% | Reduced |
| Bridgewater Associates, LP | 20,042 | $1.34M | 0.01% | −8,218−29.1% | Reduced |
| Veritable, L.P. | 19,969 | $1.33M | 0.02% | +726+3.8% | Added |
| Twin Capital Management Inc | 19,935 | $1.33M | 0.17% | −70−0.3% | Reduced |
| Oppenheimer & Co Inc | 19,845 | $1.32M | 0.03% | +3,086+18.4% | Added |
| Illinois Municipal Retirement Fund | 19,680 | $1.31M | 0.03% | +6,994+55.1% | Added |
| Ontario Teachers Pension Plan Board | 19,485 | $1.30M | 0.02% | +11,129+133.2% | Added |
| Crossmark Global Holdings, Inc. | 19,267 | $1.29M | 0.03% | −70−0.4% | Reduced |
| Maryland State Retirement & Pension System | 19,249 | $1.29M | 0.04% | −706−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,205 | $1.28M | 0.00% | +2,663+16.1% | Added |
| Securian Asset Management, Inc | 19,051 | $1.27M | 0.03% | −669−3.4% | Reduced |
| CIBC World Markets Inc. | 18,776 | $1.25M | 0.00% | +451+2.5% | Added |
| Montag A & Associates Inc | 18,576 | $1.24M | 0.08% | −1,000−5.1% | Reduced |
| Janney Montgomery Scott LLC | 18,152 | $1.24M | 0.01% | +848+4.9% | Added |
| Ascent Group, LLC | 18,395 | $1.23M | 0.15% | +1,595+9.5% | Added |
| Redwood Investment Management, LLC | 18,375 | $1.23M | 0.21% | −67−0.4% | Reduced |
| Rockland Trust Co | 18,162 | $1.21M | 0.08% | −845−4.4% | Reduced |
| Truist Financial Corp | 17,993 | $1.20M | 0.00% | +2,439+15.7% | 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 |
| Resources Investment Advisors, LLC. | 17,671 | $1.18M | 0.05% | +30.0% | Added |
| Kentucky Retirement Systems | 17,441 | $1.17M | 0.05% | +1,956+12.6% | Added |
| Franklin Resources Inc | 17,384 | $1.16M | 0.00% | +540+3.2% | Added |
| Daiwa Securities Group Inc. | 17,226 | $1.15M | 0.01% | +731+4.4% | Added |
| Toroso Investments, LLC | 16,708 | $1.12M | 0.04% | +1,114+7.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,681 | $1.11M | 0.03% | −12,991−43.8% | Reduced |
| 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 |
| Panagora Asset Management Inc | 16,295 | $1.09M | 0.01% | +470+3.0% | Added |
| Candriam Luxembourg S.C.A. | 16,248 | $1.08M | 0.01% | −5,578−25.6% | Reduced |
| Neuberger Berman Group LLC | 15,878 | $1.08M | 0.00% | +2,205+16.1% | Added |
| Nordea Investment Management AB | 16,123 | $1.06M | 0.00% | +1,281+8.6% | Added |
| D.A. Davidson & Co. | 15,583 | $1.04M | 0.01% | −88−0.6% | Reduced |
| PSI Advisors, LLC | 15,297 | $1.02M | 0.50% | −834−5.2% | Reduced |
| CoreCap Advisors, LLC | 15,125 | $1.01M | 0.08% | +2,973+24.5% | Added |
| Park Avenue Securities LLC | 15,104 | $1.01M | 0.02% | +1,096+7.8% | Added |
| Foster & Motley Inc | 15,069 | $1.01M | 0.09% | +1,346+9.8% | Added |
| Acropolis Investment Management, LLC | 14,936 | $998.0K | 0.10% | +948+6.8% | Added |
| Oppenheimer Asset Management Inc. | 14,697 | $982.0K | 0.02% | −11,668−44.3% | Reduced |
| Foster Group, Inc. | 14,426 | $964.0K | 0.07% | −603−4.0% | Reduced |
| Seeyond | 14,391 | $961.0K | 0.11% | +4,921+52.0% | Added |
| Louisiana State Employees Retirement System | 14,900 | $952.0K | 0.03% | −400−2.6% | Reduced |
| Metropolitan Life Insurance Co | 14,153 | $945.3K | 0.04% | −839−5.6% | Reduced |
| Norinchukin Bank, The | 13,991 | $934.0K | 0.02% | +4,063+40.9% | Added |
| Glaxis Capital Management, LLC | 13,779 | $920.0K | 14.03% | +129+0.9% | Added |
| New Mexico Educational Retirement Board | 13,454 | $899.0K | 0.04% | −700−4.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 13,457 | $898.8K | 0.06% | +13,457 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,400 | $895.0K | 0.00% | −103,600−88.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,844 | $888.0K | 0.53% | −45−0.3% | Reduced |
| APG Asset Management N.V. | 13,847 | $885.0K | 0.00% | −53,000−79.3% | Reduced |
| Advisor Partners LLC | 13,178 | $880.0K | 0.06% | +1,095+9.1% | Added |
| Pinnacle Associates Ltd | 12,852 | $858.0K | 0.02% | +331+2.6% | Added |
| South Dakota Investment Council | 12,830 | $857.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 12,712 | $846.0K | 0.54% | +12,704+158,800.0% | Added |
| West Bancorporation Inc | 12,427 | $830.0K | 0.58% | −60−0.5% | Reduced |
| Ossiam | 12,343 | $824.0K | 0.02% | +2,115+20.7% | Added |
| M&T Bank Corp | 13,652 | $812.0K | 0.00% | +2,286+20.1% | Added |
| Adams Wealth Management | 12,016 | $803.0K | 0.30% | −277−2.3% | Reduced |
| Financial Advisory Service, Inc. | 11,830 | $790.0K | 0.08% | −325−2.7% | Reduced |
| Venture Visionary Partners LLC | 11,596 | $774.6K | 0.06% | +1,742+17.7% | Added |
| Miramar Capital, LLC | 11,575 | $773.0K | 0.22% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,170 | $746.0K | 0.07% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,158 | $745.0K | 0.01% | +678+6.5% | Added |
| McDonald Partners LLC | 11,118 | $743.0K | 0.19% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 11,075 | $740.0K | 0.23% | −513−4.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,840 | $724.0K | 0.04% | −3,072−22.1% | Reduced |
| E. Ohman J:or Asset Management AB | 10,700 | $714.7K | 0.03% | −4,000−27.2% | Reduced |