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 |
|---|---|---|---|---|---|
| State Street Corp | 12,018,761 | $867.2M | 0.05% | +17,083+0.1% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.31B | 68.17% | 00.0% | Unchanged |
| Bank of America Corp | 19,805,105 | $1.43B | 0.19% | +351,221+1.8% | Added |
| BlackRock Inc. | 21,852,673 | $1.58B | 0.05% | −636,893−2.8% | Reduced |
| Vanguard Group Inc | 28,474,263 | $2.05B | 0.06% | −144,650−0.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,224 | – | – | −49−3.8% | Reduced |
| Old Republic International Corporation | 0 | $0 | 0.00% | −1,010,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −87,725−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −38,370−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,738−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −21,449−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −19,249−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −11,118−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −10,657−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,184−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −8,517−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −5,642−100.0% | Sold out |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,069−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,033−100.0% | Sold out |
| Rappaport Reiches Capital Management, LLC | 0 | $0 | 0.00% | −4,004−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,476−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,163−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,034−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Field & Main Bank | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Karlinski Andrew C | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Glassy Mountain Advisors, Inc. | – | – | – | – | Not filed |
| Bivin & Associates, Inc. | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Enterprise Trust & Investment Co | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |