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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 102,372 | $7.39M | 0.02% | +8,591+9.2% | Added |
| Churchill Management Corp | 104,584 | $7.55M | 0.20% | +6,752+6.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $7.58M | 0.01% | −170,000−61.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 113,901 | $7.61M | 0.10% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 105,977 | $7.65M | 0.02% | +38,922+58.0% | Added |
| Jane Street Group, LLC | 107,344 | $7.75M | 0.01% | −51,921−32.6% | Reduced |
| Asset Management One Co.,Ltd. | 107,788 | $7.78M | 0.04% | −1,990−1.8% | Reduced |
| Mercer Global Advisors Inc | 108,321 | $7.82M | 0.05% | +102,143+1,653.3% | Added |
| Treasurer of the State of North Carolina | 109,121 | $7.87M | 0.05% | −2,540−2.3% | Reduced |
| Squarepoint Ops LLC | 110,089 | $7.94M | 0.07% | −124,754−53.1% | Reduced |
| Baird Financial Group, Inc. | 111,418 | $8.04M | 0.02% | −5,182−4.4% | Reduced |
| AMG National Trust Bank | 117,068 | $8.45M | 0.32% | +25,263+27.5% | Added |
| Pictet Asset Management SA | 117,291 | $8.46M | 0.01% | −5,485−4.5% | Reduced |
| Goelzer Investment Management, Inc. | 117,852 | $8.50M | 0.85% | +2,196+1.9% | Added |
| Public Employees Retirement System of Ohio | 123,808 | $8.93M | 0.04% | −724−0.6% | Reduced |
| Commerce Bank | 132,588 | $9.57M | 0.08% | −29,434−18.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 132,677 | $9.57M | 0.02% | +48,750+58.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 141,535 | $10.2M | 0.04% | −380−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 141,610 | $10.2M | 0.04% | −5,162−3.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 142,780 | $10.3M | 0.11% | −10,800−7.0% | Reduced |
| Toronto Dominion Bank | 143,106 | $10.3M | 0.02% | +23,818+20.0% | Added |
| State of Wisconsin Investment Board | 145,479 | $10.5M | 0.03% | −99,785−40.7% | Reduced |
| Capital Management Corp | 145,510 | $10.5M | 2.96% | −71,297−32.9% | Reduced |
| Bank of Montreal | 151,071 | $10.9M | 0.01% | −10,502−6.5% | Reduced |
| AE Wealth Management LLC | 152,649 | $11.0M | 0.09% | −31,192−17.0% | Reduced |
| Aviva PLC | 155,402 | $11.2M | 0.06% | +71,375+84.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 156,388 | $11.3M | 0.03% | −2,651−1.7% | Reduced |
| Ci Investments Inc. | 157,392 | $11.4M | 0.06% | +3,090+2.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157,489 | $11.4M | 0.04% | +6,471+4.3% | Added |
| Russell Investments Group, Ltd. | 159,542 | $11.5M | 0.03% | −41,250−20.5% | Reduced |
| AQR Capital Management LLC | 159,984 | $11.5M | 0.03% | +159,984 | New |
| Swiss Life Asset Management Ltd | 162,626 | $11.7M | 0.20% | +14,579+9.8% | Added |
| Ensign Peak Advisors, Inc | 163,015 | $11.8M | 0.03% | +74,660+84.5% | Added |
| Jefferies Group LLC | 164,200 | $11.8M | 0.35% | +164,200 | New |
| Kempen Capital Management N.V. | 164,415 | $11.9M | 0.48% | −52,163−24.1% | Reduced |
| Glenmede Trust Co NA | 166,044 | $12.0M | 0.08% | −489−0.3% | Reduced |
| Sound Income Strategies, LLC | 172,546 | $12.4M | 1.81% | −9,862−5.4% | Reduced |
| Ossiam | 176,950 | $12.8M | 0.37% | +164,607+1,333.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 177,009 | $12.8M | 0.05% | +170,881+2,788.5% | Added |
| Manufacturers Life Insurance Company, The | 177,974 | $12.8M | 0.01% | −4,339−2.4% | Reduced |
| Swedbank AB | 181,937 | $13.1M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 196,478 | $14.2M | 0.02% | −46,244−19.1% | Reduced |
| Prudential Financial Inc | 201,204 | $14.4M | 0.02% | −11,125−5.2% | Reduced |
| UBS Group AG | 203,605 | $14.7M | 0.01% | −35,367−14.8% | Reduced |
| BNP Paribas Arbitrage, SA | 207,015 | $14.9M | 0.04% | +25,493+14.0% | Added |
| Storebrand Asset Management AS | 231,150 | $16.7M | 0.10% | +1,223+0.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 231,808 | $16.7M | 0.13% | +183,795+382.8% | Added |
| The PNC Financial Services Group, Inc. | 243,845 | $17.6M | 0.02% | −7,485−3.0% | Reduced |
| Wells Fargo & Company | 246,272 | $17.8M | 0.01% | +28,138+12.9% | Added |
| Brandywine Global Investment Management, LLC | 261,012 | $18.8M | 0.18% | +21,337+8.9% | Added |
| Principal Financial Group Inc | 262,824 | $19.0M | 0.02% | −9,279−3.4% | Reduced |
| Great West Life Assurance Co | 273,791 | $19.7M | 0.06% | +12,958+5.0% | Added |
| New York State Common Retirement Fund | 278,071 | $20.1M | 0.03% | −7,501−2.6% | Reduced |
| Envestnet Asset Management Inc | 280,981 | $20.3M | 0.01% | +238,436+560.4% | Added |
| State Board of Administration of Florida Retirement System | 302,019 | $21.8M | 0.06% | −12,370−3.9% | Reduced |
| LSV Asset Management | 303,429 | $21.9M | 0.05% | −26,700−8.1% | Reduced |
| Price T Rowe Associates Inc | 303,763 | $21.9M | 0.00% | +8,378+2.8% | Added |
| New York State Teachers Retirement System | 305,769 | $22.1M | 0.06% | +12,399+4.2% | Added |
| Alps Advisors Inc | 319,229 | $23.0M | 0.22% | −57,477−15.3% | Reduced |
| GW Henssler & Associates Ltd | 330,994 | $23.9M | 1.79% | +9,580+3.0% | Added |
| KBC Group NV | 332,850 | $24.0M | 0.12% | −251,206−43.0% | Reduced |
| Alliancebernstein L.P. | 333,422 | $24.1M | 0.01% | +15,553+4.9% | Added |
| Argent Capital Management LLC | 336,959 | $24.3M | 0.95% | +250+0.1% | Added |
| Eaton Vance Management | 339,922 | $24.5M | 0.04% | +42,821+14.4% | Added |
| AXA S.A. | 348,748 | $25.2M | 0.10% | +279,589+404.3% | Added |
| Credit Suisse AG | 350,594 | $25.3M | 0.03% | −94,966−21.3% | Reduced |
| National Pension Service | 426,467 | $30.5M | 0.06% | −28,816−6.3% | Reduced |
| Cambiar Investors LLC | 422,468 | $30.5M | 1.54% | +766+0.2% | Added |
| California State Teachers Retirement System | 427,261 | $30.8M | 0.05% | −18,064−4.1% | Reduced |
| JPMorgan Chase & Co | 434,325 | $31.3M | 0.00% | +16,022+3.8% | Added |
| North Star Asset Management Inc | 445,239 | $32.1M | 2.20% | +1920.0% | Added |
| Barclays PLC | 473,224 | $34.1M | 0.04% | +132,393+38.8% | Added |
| Fort Washington Investment Advisors Inc | 481,172 | $34.7M | 0.29% | −78,957−14.1% | Reduced |
| Rhumbline Advisers | 486,966 | $35.1M | 0.05% | +23,342+5.0% | Added |
| California Public Employees Retirement System | 580,783 | $41.9M | 0.04% | +73,002+14.4% | Added |
| FMR LLC | 582,042 | $42.0M | 0.00% | −19,136−3.2% | Reduced |
| First Trust Advisors LP | 582,719 | $42.0M | 0.05% | −38,162−6.1% | Reduced |
| HSBC Holdings PLC | 652,317 | $47.1M | 0.09% | −77,559−10.6% | Reduced |
| Deutsche Bank AG | 656,953 | $47.4M | 0.03% | −44,401−6.3% | Reduced |
| Nuveen Asset Management, LLC | 694,194 | $50.1M | 0.02% | −33,851−4.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 752,219 | $54.3M | 0.04% | −13,181−1.7% | Reduced |
| Victory Capital Management Inc | 898,741 | $64.8M | 0.08% | +27,568+3.2% | Added |
| UBS Asset Management Americas Inc | 1,079,107 | $77.9M | 0.04% | −165,394−13.3% | Reduced |
| Swiss National Bank | 1,095,016 | $79.0M | 0.06% | −38,100−3.4% | Reduced |
| Amundi | 1,026,105 | $80.6M | 0.05% | +21,569+2.1% | Added |
| Mairs & Power Inc | 1,379,898 | $99.6M | 1.26% | +6050.0% | Added |
| Goldman Sachs Group Inc | 1,407,324 | $101.5M | 0.03% | −82,897−5.6% | Reduced |
| Ameriprise Financial Inc | 1,614,731 | $119.7M | 0.04% | −259,533−13.8% | Reduced |
| Legal & General Group Plc | 1,899,906 | $137.1M | 0.05% | −112,496−5.6% | Reduced |
| Royal Bank of Canada | 2,025,428 | $146.1M | 0.05% | +383,872+23.4% | Added |
| Bank of New York Mellon Corp | 2,242,655 | $161.8M | 0.04% | +259,942+13.1% | Added |
| Norges Bank | 2,466,154 | $177.9M | 0.05% | −103,927−4.0% | Reduced |
| Invesco Ltd. | 2,595,317 | $187.3M | 0.06% | −412,310−13.7% | Reduced |
| Morgan Stanley | 2,697,781 | $194.6M | 0.03% | −303,693−10.1% | Reduced |
| Dimensional Fund Advisors LP | 3,708,800 | $267.6M | 0.10% | +47,675+1.3% | Added |
| Northern Trust Corp | 3,998,327 | $288.5M | 0.07% | −76,817−1.9% | Reduced |
| Wellington Management Group LLP | 4,324,347 | $312.0M | 0.07% | +356,299+9.0% | Added |
| Charles Schwab Investment Management Inc | 4,503,721 | $324.9M | 0.12% | +272,560+6.4% | Added |
| Geode Capital Management, LLC | 5,597,089 | $403.4M | 0.06% | +656,094+13.3% | Added |
| Capital Research Global Investors | 10,149,848 | $732.3M | 0.24% | −1,739,995−14.6% | Reduced |