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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 12,263 | $885.0K | 0.05% | −13,409−52.2% | Reduced |
| West Bancorporation Inc | 12,411 | $895.0K | 0.66% | −16−0.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,414 | $896.0K | 0.62% | −430−3.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 13,457 | $898.8K | 0.06% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 12,788 | $923.0K | 0.07% | +12,788 | New |
| South Dakota Investment Council | 12,830 | $926.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,859 | $928.0K | 0.01% | +8,972+230.8% | Added |
| Intrua Financial, LLC | 13,164 | $950.0K | 0.25% | −3,332−20.2% | Reduced |
| Pinnacle Associates Ltd | 13,170 | $950.0K | 0.02% | +318+2.5% | Added |
| Seeyond | 13,315 | $960.0K | 0.12% | −1,076−7.5% | Reduced |
| Glaxis Capital Management, LLC | 13,779 | $994.0K | 14.37% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 13,798 | $995.5K | 0.05% | −355−2.5% | Reduced |
| Foster Group, Inc. | 13,964 | $1.01M | 0.08% | −462−3.2% | Reduced |
| Oppenheimer Asset Management Inc. | 14,619 | $1.05M | 0.02% | −78−0.5% | Reduced |
| Foster & Motley Inc | 14,678 | $1.06M | 0.10% | −391−2.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,732 | $1.06M | 0.01% | +9,377+175.1% | Added |
| Financial Advisory Service, Inc. | 14,791 | $1.07M | 0.12% | +2,961+25.0% | Added |
| Louisiana State Employees Retirement System | 14,800 | $1.07M | 0.03% | −100−0.7% | Reduced |
| GoalVest Advisory LLC | 14,797 | $1.07M | 0.75% | +2,085+16.4% | Added |
| D.A. Davidson & Co. | 15,181 | $1.09M | 0.01% | −402−2.6% | Reduced |
| Acropolis Investment Management, LLC | 15,276 | $1.10M | 0.11% | +340+2.3% | Added |
| Natixis | 15,282 | $1.10M | 0.01% | −747,652−98.0% | Reduced |
| PSI Advisors, LLC | 15,297 | $1.10M | 0.58% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 15,410 | $1.11M | 0.40% | +15,410 | New |
| Panagora Asset Management Inc | 16,130 | $1.16M | 0.01% | −165−1.0% | Reduced |
| Norinchukin Bank, The | 16,162 | $1.17M | 0.02% | +2,171+15.5% | Added |
| Nordea Investment Management AB | 16,123 | $1.17M | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 16,274 | $1.17M | 0.02% | −3,695−18.5% | Reduced |
| Thrivent Financial for Lutherans | 16,430 | $1.18M | 0.00% | +6,029+58.0% | Added |
| Venture Visionary Partners LLC | 16,397 | $1.18M | 0.10% | +4,801+41.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,600 | $1.20M | 0.01% | +3,200+23.9% | Added |
| ARGI Investment Services, LLC | 16,637 | $1.20M | 0.04% | −67,390−80.2% | Reduced |
| Neuberger Berman Group LLC | 16,313 | $1.20M | 0.00% | +435+2.7% | Added |
| SG Americas Securities, LLC | 16,723 | $1.21M | 0.02% | −4,051−19.5% | Reduced |
| Daiwa Securities Group Inc. | 17,235 | $1.24M | 0.01% | +9+0.1% | Added |
| CoreCap Advisors, LLC | 17,298 | $1.25M | 0.10% | +2,173+14.4% | Added |
| Redwood Investment Management, LLC | 17,432 | $1.26M | 0.26% | −943−5.1% | Reduced |
| Rockland Trust Co | 17,517 | $1.26M | 0.09% | −645−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 17,619 | $1.27M | 0.05% | −52−0.3% | Reduced |
| Conning Inc. | 17,652 | $1.27M | 0.05% | −80,684−82.0% | Reduced |
| Toroso Investments, LLC | 17,847 | $1.29M | 0.05% | +1,139+6.8% | Added |
| Kentucky Retirement Systems | 18,144 | $1.31M | 0.06% | +703+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 18,195 | $1.31M | 0.00% | −1,010−5.3% | Reduced |
| Cetera Advisor Networks LLC | 18,367 | $1.32M | 0.02% | −6,700−26.7% | Reduced |
| Paradigm Financial Partners, LLC | 16,990 | $1.33M | 0.41% | +560+3.4% | Added |
| Montag A & Associates Inc | 18,576 | $1.34M | 0.09% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 18,745 | $1.35M | 0.04% | −306−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 18,934 | $1.37M | 0.04% | −333−1.7% | Reduced |
| Creative Planning | 18,952 | $1.37M | 0.00% | −1,495−7.3% | Reduced |
| Alberta Investment Management Corp | 18,942 | $1.37M | 0.01% | +18,942 | New |
| Elo Mutual Pension Insurance Co | 18,978 | $1.37M | 0.05% | −1,613−7.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,239 | $1.39M | 0.03% | +2,558+15.3% | Added |
| Oppenheimer & Co Inc | 19,353 | $1.40M | 0.03% | −492−2.5% | Reduced |
| JustInvest LLC | 19,599 | $1.41M | 0.06% | +1,849+10.4% | Added |
| Illinois Municipal Retirement Fund | 19,680 | $1.42M | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 19,731 | $1.43M | 0.01% | +6,079+44.5% | Added |
| LMR Partners LLP | 20,044 | $1.45M | 0.04% | +12,201+155.6% | Added |
| Gotham Asset Management, LLC | 20,133 | $1.45M | 0.04% | +20,133 | New |
| B. Metzler seel. Sohn & Co. AG | 20,312 | $1.47M | 0.03% | +2,550+14.4% | Added |
| Tower Research Capital LLC (TRC) | 20,722 | $1.50M | 0.02% | −28,982−58.3% | Reduced |
| National Bank of Canada | 21,212 | $1.52M | 0.01% | −772−3.5% | Reduced |
| Eqis Capital Management, Inc. | 21,184 | $1.53M | 0.18% | +234+1.1% | Added |
| STRS Ohio | 21,343 | $1.54M | 0.01% | −7,980−27.2% | Reduced |
| Mariner, LLC | 21,367 | $1.54M | 0.01% | +481+2.3% | Added |
| Ergoteles LLC | 21,420 | $1.54M | 0.05% | +21,420 | New |
| Allspring Global Investments Holdings, LLC | 21,462 | $1.55M | 0.00% | +1,023+5.0% | Added |
| Vestcor Inc | 21,744 | $1.57M | 0.06% | +15,665+257.7% | Added |
| Greenwood Capital Associates LLC | 21,972 | $1.58M | 0.27% | +1,040+5.0% | Added |
| Teachers Retirement System of the State of Kentucky | 22,109 | $1.59M | 0.02% | +22,109 | New |
| 1832 Asset Management L.P. | 22,391 | $1.62M | 0.00% | +1,771+8.6% | Added |
| Bank of Nova Scotia | 23,042 | $1.66M | 0.01% | −237−1.0% | Reduced |
| Banque Pictet & Cie SA | 23,105 | $1.67M | 0.02% | +23,105 | New |
| Westpac Banking Corp | 23,117 | $1.67M | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 23,252 | $1.68M | 0.05% | −642−2.7% | Reduced |
| Stifel Financial Corp | 23,542 | $1.70M | 0.00% | +1,280+5.7% | Added |
| Janney Montgomery Scott LLC | 24,222 | $1.75M | 0.01% | +6,070+33.4% | Added |
| Hartford Investment Management Co | 24,317 | $1.75M | 0.06% | −2,045−7.8% | Reduced |
| Ontario Teachers Pension Plan Board | 24,431 | $1.76M | 0.02% | +4,946+25.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 24,633 | $1.78M | 1.78% | −890−3.5% | Reduced |
| British Columbia Investment Management Corp | 24,912 | $1.80M | 0.02% | −5,545−18.2% | Reduced |
| Janus Henderson Group PLC | 24,943 | $1.80M | 0.00% | −64,093−72.0% | Reduced |
| Hohimer Wealth Management, LLC | 25,148 | $1.81M | 0.58% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 25,191 | $1.82M | 0.01% | +6,415+34.2% | Added |
| Columbus Macro, LLC | 25,228 | $1.82M | 0.74% | −909−3.5% | Reduced |
| Xponance, Inc. | 25,893 | $1.87M | 0.04% | +3,277+14.5% | Added |
| Park Avenue Securities LLC | 25,965 | $1.87M | 0.04% | +10,861+71.9% | Added |
| Ascent Group, LLC | 21,354 | $1.88M | 0.23% | +2,959+16.1% | Added |
| EHP Funds Inc. | 26,760 | $1.93M | 0.42% | +26,760 | New |
| Czech National Bank | 26,913 | $1.94M | 0.06% | +26,913 | New |
| Nissay Asset Management Corp | 27,513 | $1.99M | 0.02% | +142+0.5% | Added |
| Jump Financial, LLC | 27,709 | $2.00M | 0.08% | +24,376+731.4% | Added |
| Truist Financial Corp | 29,164 | $2.10M | 0.00% | +11,171+62.1% | Added |
| Andra AP-fonden | 29,300 | $2.11M | 0.07% | −32,700−52.7% | Reduced |
| Vident Investment Advisory, LLC | 31,101 | $2.14M | 0.07% | −31,585−50.4% | Reduced |
| Ethic Inc. | 29,694 | $2.14M | 0.15% | −5,200−14.9% | Reduced |
| Private Advisor Group, LLC | 30,019 | $2.17M | 0.02% | −5,259−14.9% | Reduced |
| Kestra Advisory Services, LLC | 30,246 | $2.18M | 0.02% | +5,841+23.9% | Added |
| Mackenzie Financial Corp | 30,349 | $2.19M | 0.00% | −1,629−5.1% | Reduced |
| US Bancorp | 30,974 | $2.23M | 0.00% | −7,513−19.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 31,741 | $2.29M | 0.28% | −13,000−29.1% | Reduced |