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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −16,504−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| TKG Advisors, LLC | 0 | $0 | 0.00% | −13,848−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,740−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −52,047−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,616−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,988−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,139−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −3,494−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −3,023−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −2,905−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,804−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,767−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,764−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| PGGM Investments | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |