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, Q3 2022
Institutional positions in Principal Financial Group Inc as of Sep 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
- 707
- +24 vs. Q2 2022
- Shares held
- 184.8M
- −3.73M (−2.0%) vs. Q2 2022
- Total value
- $13.3B
- +$758.4M (+6.0%) vs. Q2 2022
- New holders
- 81
- 227 more added
- Sold out
- 57
- 246 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,474,263 | $2.05B | 0.06% | −144,650−0.5% | Reduced |
| BlackRock Inc. | 21,852,673 | $1.58B | 0.05% | −636,893−2.8% | Reduced |
| Bank of America Corp | 19,805,105 | $1.43B | 0.19% | +351,221+1.8% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.31B | 68.17% | 00.0% | Unchanged |
| State Street Corp | 12,018,761 | $867.2M | 0.05% | +17,083+0.1% | Added |
| Capital Research Global Investors | 10,149,848 | $732.3M | 0.24% | −1,739,995−14.6% | Reduced |
| Geode Capital Management, LLC | 5,597,089 | $403.4M | 0.06% | +656,094+13.3% | Added |
| Charles Schwab Investment Management Inc | 4,503,721 | $324.9M | 0.12% | +272,560+6.4% | Added |
| Wellington Management Group LLP | 4,324,347 | $312.0M | 0.07% | +356,299+9.0% | Added |
| Northern Trust Corp | 3,998,327 | $288.5M | 0.07% | −76,817−1.9% | Reduced |
| Dimensional Fund Advisors LP | 3,708,800 | $267.6M | 0.10% | +47,675+1.3% | Added |
| Morgan Stanley | 2,697,781 | $194.6M | 0.03% | −303,693−10.1% | Reduced |
| Invesco Ltd. | 2,595,317 | $187.3M | 0.06% | −412,310−13.7% | Reduced |
| Norges Bank | 2,466,154 | $177.9M | 0.05% | −103,927−4.0% | Reduced |
| Bank of New York Mellon Corp | 2,242,655 | $161.8M | 0.04% | +259,942+13.1% | Added |
| Royal Bank of Canada | 2,025,428 | $146.1M | 0.05% | +383,872+23.4% | Added |
| Legal & General Group Plc | 1,899,906 | $137.1M | 0.05% | −112,496−5.6% | Reduced |
| Ameriprise Financial Inc | 1,614,731 | $119.7M | 0.04% | −259,533−13.8% | Reduced |
| Goldman Sachs Group Inc | 1,407,324 | $101.5M | 0.03% | −82,897−5.6% | Reduced |
| Mairs & Power Inc | 1,379,898 | $99.6M | 1.26% | +6050.0% | Added |
| Amundi | 1,026,105 | $80.6M | 0.05% | +21,569+2.1% | Added |
| Swiss National Bank | 1,095,016 | $79.0M | 0.06% | −38,100−3.4% | Reduced |
| UBS Asset Management Americas Inc | 1,079,107 | $77.9M | 0.04% | −165,394−13.3% | Reduced |
| Victory Capital Management Inc | 898,741 | $64.8M | 0.08% | +27,568+3.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 752,219 | $54.3M | 0.04% | −13,181−1.7% | Reduced |
| Nuveen Asset Management, LLC | 694,194 | $50.1M | 0.02% | −33,851−4.6% | Reduced |
| Deutsche Bank AG | 656,953 | $47.4M | 0.03% | −44,401−6.3% | Reduced |
| HSBC Holdings PLC | 652,317 | $47.1M | 0.09% | −77,559−10.6% | Reduced |
| First Trust Advisors LP | 582,719 | $42.0M | 0.05% | −38,162−6.1% | Reduced |
| FMR LLC | 582,042 | $42.0M | 0.00% | −19,136−3.2% | Reduced |
| California Public Employees Retirement System | 580,783 | $41.9M | 0.04% | +73,002+14.4% | Added |
| Rhumbline Advisers | 486,966 | $35.1M | 0.05% | +23,342+5.0% | Added |
| Fort Washington Investment Advisors Inc | 481,172 | $34.7M | 0.29% | −78,957−14.1% | Reduced |
| Barclays PLC | 473,224 | $34.1M | 0.04% | +132,393+38.8% | Added |
| North Star Asset Management Inc | 445,239 | $32.1M | 2.20% | +1920.0% | Added |
| JPMorgan Chase & Co | 434,325 | $31.3M | 0.00% | +16,022+3.8% | Added |
| California State Teachers Retirement System | 427,261 | $30.8M | 0.05% | −18,064−4.1% | Reduced |
| Cambiar Investors LLC | 422,468 | $30.5M | 1.54% | +766+0.2% | Added |
| National Pension Service | 426,467 | $30.5M | 0.06% | −28,816−6.3% | Reduced |
| Credit Suisse AG | 350,594 | $25.3M | 0.03% | −94,966−21.3% | Reduced |
| AXA S.A. | 348,748 | $25.2M | 0.10% | +279,589+404.3% | Added |
| Eaton Vance Management | 339,922 | $24.5M | 0.04% | +42,821+14.4% | Added |
| Argent Capital Management LLC | 336,959 | $24.3M | 0.95% | +250+0.1% | Added |
| Alliancebernstein L.P. | 333,422 | $24.1M | 0.01% | +15,553+4.9% | Added |
| KBC Group NV | 332,850 | $24.0M | 0.12% | −251,206−43.0% | Reduced |
| GW Henssler & Associates Ltd | 330,994 | $23.9M | 1.79% | +9,580+3.0% | Added |
| Alps Advisors Inc | 319,229 | $23.0M | 0.22% | −57,477−15.3% | Reduced |
| New York State Teachers Retirement System | 305,769 | $22.1M | 0.06% | +12,399+4.2% | Added |
| Price T Rowe Associates Inc | 303,763 | $21.9M | 0.00% | +8,378+2.8% | Added |
| LSV Asset Management | 303,429 | $21.9M | 0.05% | −26,700−8.1% | Reduced |
| State Board of Administration of Florida Retirement System | 302,019 | $21.8M | 0.06% | −12,370−3.9% | Reduced |
| Envestnet Asset Management Inc | 280,981 | $20.3M | 0.01% | +238,436+560.4% | Added |
| New York State Common Retirement Fund | 278,071 | $20.1M | 0.03% | −7,501−2.6% | Reduced |
| Great West Life Assurance Co | 273,791 | $19.7M | 0.06% | +12,958+5.0% | Added |
| Principal Financial Group Inc | 262,824 | $19.0M | 0.02% | −9,279−3.4% | Reduced |
| Brandywine Global Investment Management, LLC | 261,012 | $18.8M | 0.18% | +21,337+8.9% | Added |
| Wells Fargo & Company | 246,272 | $17.8M | 0.01% | +28,138+12.9% | Added |
| The PNC Financial Services Group, Inc. | 243,845 | $17.6M | 0.02% | −7,485−3.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 231,808 | $16.7M | 0.13% | +183,795+382.8% | Added |
| Storebrand Asset Management AS | 231,150 | $16.7M | 0.10% | +1,223+0.5% | Added |
| BNP Paribas Arbitrage, SA | 207,015 | $14.9M | 0.04% | +25,493+14.0% | Added |
| UBS Group AG | 203,605 | $14.7M | 0.01% | −35,367−14.8% | Reduced |
| Prudential Financial Inc | 201,204 | $14.4M | 0.02% | −11,125−5.2% | Reduced |
| Citigroup Inc | 196,478 | $14.2M | 0.02% | −46,244−19.1% | Reduced |
| Swedbank AB | 181,937 | $13.1M | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 177,974 | $12.8M | 0.01% | −4,339−2.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 177,009 | $12.8M | 0.05% | +170,881+2,788.5% | Added |
| Ossiam | 176,950 | $12.8M | 0.37% | +164,607+1,333.6% | Added |
| Sound Income Strategies, LLC | 172,546 | $12.4M | 1.81% | −9,862−5.4% | Reduced |
| Glenmede Trust Co NA | 166,044 | $12.0M | 0.08% | −489−0.3% | Reduced |
| Kempen Capital Management N.V. | 164,415 | $11.9M | 0.48% | −52,163−24.1% | Reduced |
| Jefferies Group LLC | 164,200 | $11.8M | 0.35% | +164,200 | New |
| Ensign Peak Advisors, Inc | 163,015 | $11.8M | 0.03% | +74,660+84.5% | Added |
| Swiss Life Asset Management Ltd | 162,626 | $11.7M | 0.20% | +14,579+9.8% | Added |
| AQR Capital Management LLC | 159,984 | $11.5M | 0.03% | +159,984 | New |
| Russell Investments Group, Ltd. | 159,542 | $11.5M | 0.03% | −41,250−20.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157,489 | $11.4M | 0.04% | +6,471+4.3% | Added |
| Ci Investments Inc. | 157,392 | $11.4M | 0.06% | +3,090+2.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 156,388 | $11.3M | 0.03% | −2,651−1.7% | Reduced |
| Aviva PLC | 155,402 | $11.2M | 0.06% | +71,375+84.9% | Added |
| AE Wealth Management LLC | 152,649 | $11.0M | 0.09% | −31,192−17.0% | Reduced |
| Bank of Montreal | 151,071 | $10.9M | 0.01% | −10,502−6.5% | Reduced |
| Capital Management Corp | 145,510 | $10.5M | 2.96% | −71,297−32.9% | Reduced |
| State of Wisconsin Investment Board | 145,479 | $10.5M | 0.03% | −99,785−40.7% | Reduced |
| Toronto Dominion Bank | 143,106 | $10.3M | 0.02% | +23,818+20.0% | Added |
| Mn Services Vermogensbeheer B.V. | 142,780 | $10.3M | 0.11% | −10,800−7.0% | Reduced |
| State of New Jersey Common Pension Fund D | 141,610 | $10.2M | 0.04% | −5,162−3.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 141,535 | $10.2M | 0.04% | −380−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 132,677 | $9.57M | 0.02% | +48,750+58.1% | Added |
| Commerce Bank | 132,588 | $9.57M | 0.08% | −29,434−18.2% | Reduced |
| Public Employees Retirement System of Ohio | 123,808 | $8.93M | 0.04% | −724−0.6% | Reduced |
| Goelzer Investment Management, Inc. | 117,852 | $8.50M | 0.85% | +2,196+1.9% | Added |
| Pictet Asset Management SA | 117,291 | $8.46M | 0.01% | −5,485−4.5% | Reduced |
| AMG National Trust Bank | 117,068 | $8.45M | 0.32% | +25,263+27.5% | Added |
| Baird Financial Group, Inc. | 111,418 | $8.04M | 0.02% | −5,182−4.4% | Reduced |
| Squarepoint Ops LLC | 110,089 | $7.94M | 0.07% | −124,754−53.1% | Reduced |
| Treasurer of the State of North Carolina | 109,121 | $7.87M | 0.05% | −2,540−2.3% | Reduced |
| Mercer Global Advisors Inc | 108,321 | $7.82M | 0.05% | +102,143+1,653.3% | Added |
| Asset Management One Co.,Ltd. | 107,788 | $7.78M | 0.04% | −1,990−1.8% | Reduced |
| Jane Street Group, LLC | 107,344 | $7.75M | 0.01% | −51,921−32.6% | Reduced |