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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 31,854 | $2.30M | 0.05% | −1,563−4.7% | Reduced |
| Hancock Whitney Corp | 31,992 | $2.31M | 0.10% | −306−0.9% | Reduced |
| Mutual of America Capital Management LLC | 32,099 | $2.32M | 0.03% | +45+0.1% | Added |
| Arjuna Capital | 32,147 | $2.32M | 1.14% | −11,493−26.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.33M | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 32,668 | $2.36M | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 32,797 | $2.37M | 0.04% | +1,758+5.7% | Added |
| O'Shaughnessy Asset Management, LLC | 32,898 | $2.37M | 0.04% | +21,740+194.8% | Added |
| Leelyn Smith, LLC | 32,979 | $2.38M | 0.82% | +925+2.9% | Added |
| Siemens Fonds Invest GmbH | 33,421 | $2.41M | 0.28% | +872+2.7% | Added |
| Wakefield Asset Management LLLP | 33,460 | $2.41M | 1.11% | +33,460 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,904 | $2.45M | 0.02% | −311−0.9% | Reduced |
| Dakota Wealth Management | 34,408 | $2.48M | 0.20% | −1,425−4.0% | Reduced |
| Avantax Planning Partners, Inc. | 34,603 | $2.50M | 0.11% | −1,920−5.3% | Reduced |
| HighTower Advisors, LLC | 35,126 | $2.54M | 0.01% | −494−1.4% | Reduced |
| First Republic Investment Management, Inc. | 35,294 | $2.55M | 0.01% | +9,874+38.8% | Added |
| Captrust Financial Advisors | 35,464 | $2.56M | 0.01% | +5,351+17.8% | Added |
| Alaska Permanent Fund Corp | 35,700 | $2.58M | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 36,094 | $2.60M | 0.02% | −3,875−9.7% | Reduced |
| Bridgewater Associates, LP | 36,548 | $2.64M | 0.01% | +16,506+82.4% | Added |
| Franklin Resources Inc | 36,891 | $2.66M | 0.00% | +19,507+112.2% | Added |
| D. E. Shaw & Co., Inc. | 36,909 | $2.66M | 0.00% | −46,313−55.6% | Reduced |
| New York Life Investment Management LLC | 36,923 | $2.67M | 0.03% | −2,037−5.2% | Reduced |
| State of Alaska, Department of Revenue | 37,009 | $2.67M | 0.04% | −2,280−5.8% | Reduced |
| Candriam Luxembourg S.C.A. | 37,041 | $2.67M | 0.02% | +20,793+128.0% | Added |
| Weiss Asset Management LP | 37,525 | $2.71M | 0.07% | +37,525 | New |
| Advisors Asset Management, Inc. | 37,758 | $2.72M | 0.06% | +1,535+4.2% | Added |
| Yousif Capital Management, LLC | 37,937 | $2.74M | 0.04% | −1,229−3.1% | Reduced |
| Meritage Portfolio Management | 38,043 | $2.75M | 0.23% | +2,034+5.6% | Added |
| CIBC World Markets Corp | 38,278 | $2.76M | 0.04% | −14,639−27.7% | Reduced |
| Trexquant Investment LP | 38,646 | $2.79M | 0.10% | +38,646 | New |
| Edmp, Inc. | 38,752 | $2.80M | 2.98% | −430−1.1% | Reduced |
| Voloridge Investment Management, LLC | 41,802 | $3.02M | 0.02% | +41,802 | New |
| ProShare Advisors LLC | 43,375 | $3.13M | 0.01% | −11,766−21.3% | Reduced |
| Iowa State Bank | 43,617 | $3.15M | 0.89% | −17,411−28.5% | Reduced |
| Achmea Investment Management B.V. | 44,018 | $3.18M | 0.11% | +23,222+111.7% | Added |
| Gulf International Bank (UK) Ltd | 44,221 | $3.19M | 0.06% | −350−0.8% | Reduced |
| CIBC Asset Management Inc | 44,253 | $3.19M | 0.01% | +12,670+40.1% | Added |
| Utah Retirement Systems | 44,313 | $3.20M | 0.05% | −300−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 44,979 | $3.25M | 0.15% | +4,317+10.6% | Added |
| Comerica Bank | 42,294 | $3.38M | 0.03% | −18,459−30.4% | Reduced |
| Mount Lucas Management LP | 47,147 | $3.40M | 1.17% | −570−1.2% | Reduced |
| American Century Companies Inc | 47,233 | $3.41M | 0.00% | +4,491+10.5% | Added |
| Forsta Ap-Fonden | 48,000 | $3.46M | 0.04% | −30,100−38.5% | Reduced |
| Dean Investment Associates, LLC | 48,182 | $3.48M | 0.71% | +943+2.0% | Added |
| Susquehanna International Group, LLP | 48,695 | $3.51M | 0.01% | −27,481−36.1% | Reduced |
| Public Sector Pension Investment Board | 48,704 | $3.51M | 0.03% | +26,100+115.5% | Added |
| Freestone Capital Holdings, LLC | 49,066 | $3.54M | 0.16% | −4,987−9.2% | Reduced |
| IFM Investors Pty Ltd | 49,954 | $3.60M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 51,723 | $3.73M | 0.05% | −1,464−2.8% | Reduced |
| Unison Advisors LLC | 54,201 | $3.91M | 0.72% | +512+1.0% | Added |
| Schroder Investment Management Group | 54,375 | $3.92M | 0.01% | −5,662−9.4% | Reduced |
| Mirabella Financial Services LLP | 55,768 | $3.98M | 0.41% | −45,198−44.8% | Reduced |
| DnB Asset Management AS | 56,117 | $4.05M | 0.03% | +5,177+10.2% | Added |
| BerganKDV Wealth Management, LLC | 57,348 | $4.14M | 0.50% | +993+1.8% | Added |
| APG Asset Management N.V. | 56,747 | $4.18M | 0.01% | +42,900+309.8% | Added |
| Guggenheim Capital LLC | 60,853 | $4.39M | 0.04% | −3,445−5.4% | Reduced |
| Amalgamated Bank | 61,613 | $4.45M | 0.04% | −16,009−20.6% | Reduced |
| MetLife Investment Management | 61,828 | $4.46M | 0.04% | −1,791−2.8% | Reduced |
| American International Group, Inc. | 63,284 | $4.57M | 0.03% | −2,371−3.6% | Reduced |
| Beacon Financial Group | 64,453 | $4.60M | 0.72% | −525−0.8% | Reduced |
| Old National Bancorp | 63,989 | $4.62M | 0.16% | −9,140−12.5% | Reduced |
| Hoylecohen, LLC | 64,077 | $4.62M | 0.51% | −298−0.5% | Reduced |
| USS Investment Management Ltd | 64,262 | $4.63M | 0.07% | −19,610−23.4% | Reduced |
| Natixis Advisors, L.P. | 64,818 | $4.68M | 0.02% | +2,671+4.3% | Added |
| Schonfeld Strategic Advisors LLC | 65,550 | $4.73M | 0.04% | +65,550 | New |
| Wealthfront Advisers LLC | 67,773 | $4.89M | 0.03% | −1,460−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 67,895 | $4.90M | 0.03% | +2,567+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 68,059 | $4.91M | 0.03% | +1,914+2.9% | Added |
| State of Michigan Retirement System | 68,774 | $4.96M | 0.04% | −700−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 69,301 | $5.00M | 0.01% | −501−0.7% | Reduced |
| Arizona State Retirement System | 69,379 | $5.01M | 0.05% | −3,528−4.8% | Reduced |
| Cubist Systematic Strategies, LLC | 69,718 | $5.03M | 0.04% | +68,063+4,112.6% | Added |
| Standard Life Aberdeen plc | 69,898 | $5.04M | 0.02% | −3,533−4.8% | Reduced |
| Macquarie Group Ltd | 70,104 | $5.06M | 0.01% | −2,146−3.0% | Reduced |
| Citadel Advisors LLC | 70,841 | $5.11M | 0.01% | −232,588−76.7% | Reduced |
| Tredje AP-fonden | 71,709 | $5.17M | 0.11% | +34,532+92.9% | Added |
| Millennium Management LLC | 73,229 | $5.28M | 0.01% | −138,226−65.4% | Reduced |
| PGGM Investments | 74,360 | $5.37M | 0.09% | +74,360 | New |
| DekaBank Deutsche Girozentrale | 78,478 | $5.53M | 0.02% | +9,845+14.3% | Added |
| Retirement Systems of Alabama | 76,989 | $5.55M | 0.03% | −915−1.2% | Reduced |
| Allianz Asset Management GmbH | 77,153 | $5.57M | 0.01% | +6,373+9.0% | Added |
| NewSquare Capital LLC | 77,425 | $5.59M | 0.70% | +3,926+5.3% | Added |
| State of Tennessee, Treasury Department | 77,534 | $5.59M | 0.03% | +11,446+17.3% | Added |
| TD Asset Management Inc | 79,691 | $5.69M | 0.01% | −457−0.6% | Reduced |
| Rafferty Asset Management, LLC | 79,611 | $5.74M | 0.06% | +185+0.2% | Added |
| Voya Investment Management LLC | 83,736 | $6.04M | 0.01% | −2,175−2.5% | Reduced |
| Artemis Investment Management LLP | 85,239 | $6.15M | 0.07% | −68,793−44.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 86,343 | $6.23M | 0.65% | −1,583−1.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 87,793 | $6.34M | 0.10% | +79,942+1,018.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 89,817 | $6.48M | 0.04% | +7,078+8.6% | Added |
| Nisa Investment Advisors, LLC | 89,489 | $6.54M | 0.06% | +5,290+6.3% | Added |
| Handelsbanken Fonder AB | 92,105 | $6.64M | 0.04% | −5,000−5.1% | Reduced |
| Intech Investment Management LLC | 92,854 | $6.70M | 0.05% | −9,838−9.6% | Reduced |
| Cambria Investment Management, L.P. | 95,339 | $6.88M | 0.74% | +10,849+12.8% | Added |
| LPL Financial LLC | 95,570 | $6.89M | 0.01% | +9,016+10.4% | Added |
| Korea Investment CORP | 96,500 | $6.96M | 0.02% | −3,583−3.6% | Reduced |
| Raymond James & Associates | 99,022 | $7.14M | 0.01% | −1,565−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 99,164 | $7.15M | 0.02% | +27,319+38.0% | Added |
| Royal London Asset Management Ltd | 100,105 | $7.22M | 0.04% | −6,753−6.3% | Reduced |