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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 105,977 | $7.65M | 0.02% | +38,922+58.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 113,901 | $7.61M | 0.10% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $7.58M | 0.01% | −170,000−61.8% | Reduced |
| Churchill Management Corp | 104,584 | $7.55M | 0.20% | +6,752+6.9% | Added |
| Robeco Institutional Asset Management B.V. | 102,372 | $7.39M | 0.02% | +8,591+9.2% | Added |
| Royal London Asset Management Ltd | 100,105 | $7.22M | 0.04% | −6,753−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 99,164 | $7.15M | 0.02% | +27,319+38.0% | Added |
| Raymond James & Associates | 99,022 | $7.14M | 0.01% | −1,565−1.6% | Reduced |
| Korea Investment CORP | 96,500 | $6.96M | 0.02% | −3,583−3.6% | Reduced |
| LPL Financial LLC | 95,570 | $6.89M | 0.01% | +9,016+10.4% | Added |
| Cambria Investment Management, L.P. | 95,339 | $6.88M | 0.74% | +10,849+12.8% | Added |
| Intech Investment Management LLC | 92,854 | $6.70M | 0.05% | −9,838−9.6% | Reduced |
| Handelsbanken Fonder AB | 92,105 | $6.64M | 0.04% | −5,000−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 89,489 | $6.54M | 0.06% | +5,290+6.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 89,817 | $6.48M | 0.04% | +7,078+8.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 87,793 | $6.34M | 0.10% | +79,942+1,018.2% | Added |
| Dorsey & Whitney Trust CO LLC | 86,343 | $6.23M | 0.65% | −1,583−1.8% | Reduced |
| Artemis Investment Management LLP | 85,239 | $6.15M | 0.07% | −68,793−44.7% | Reduced |
| Voya Investment Management LLC | 83,736 | $6.04M | 0.01% | −2,175−2.5% | Reduced |
| Rafferty Asset Management, LLC | 79,611 | $5.74M | 0.06% | +185+0.2% | Added |
| TD Asset Management Inc | 79,691 | $5.69M | 0.01% | −457−0.6% | Reduced |
| State of Tennessee, Treasury Department | 77,534 | $5.59M | 0.03% | +11,446+17.3% | Added |
| NewSquare Capital LLC | 77,425 | $5.59M | 0.70% | +3,926+5.3% | Added |
| Allianz Asset Management GmbH | 77,153 | $5.57M | 0.01% | +6,373+9.0% | Added |
| Retirement Systems of Alabama | 76,989 | $5.55M | 0.03% | −915−1.2% | Reduced |
| DekaBank Deutsche Girozentrale | 78,478 | $5.53M | 0.02% | +9,845+14.3% | Added |
| PGGM Investments | 74,360 | $5.37M | 0.09% | +74,360 | New |
| Millennium Management LLC | 73,229 | $5.28M | 0.01% | −138,226−65.4% | Reduced |
| Tredje AP-fonden | 71,709 | $5.17M | 0.11% | +34,532+92.9% | Added |
| Citadel Advisors LLC | 70,841 | $5.11M | 0.01% | −232,588−76.7% | Reduced |
| Macquarie Group Ltd | 70,104 | $5.06M | 0.01% | −2,146−3.0% | Reduced |
| Standard Life Aberdeen plc | 69,898 | $5.04M | 0.02% | −3,533−4.8% | Reduced |
| Cubist Systematic Strategies, LLC | 69,718 | $5.03M | 0.04% | +68,063+4,112.6% | Added |
| Arizona State Retirement System | 69,379 | $5.01M | 0.05% | −3,528−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 69,301 | $5.00M | 0.01% | −501−0.7% | Reduced |
| State of Michigan Retirement System | 68,774 | $4.96M | 0.04% | −700−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 68,059 | $4.91M | 0.03% | +1,914+2.9% | Added |
| Nomura Asset Management Co Ltd | 67,895 | $4.90M | 0.03% | +2,567+3.9% | Added |
| Wealthfront Advisers LLC | 67,773 | $4.89M | 0.03% | −1,460−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 65,550 | $4.73M | 0.04% | +65,550 | New |
| Natixis Advisors, L.P. | 64,818 | $4.68M | 0.02% | +2,671+4.3% | Added |
| USS Investment Management Ltd | 64,262 | $4.63M | 0.07% | −19,610−23.4% | Reduced |
| Hoylecohen, LLC | 64,077 | $4.62M | 0.51% | −298−0.5% | Reduced |
| Old National Bancorp | 63,989 | $4.62M | 0.16% | −9,140−12.5% | Reduced |
| Beacon Financial Group | 64,453 | $4.60M | 0.72% | −525−0.8% | Reduced |
| American International Group, Inc. | 63,284 | $4.57M | 0.03% | −2,371−3.6% | Reduced |
| MetLife Investment Management | 61,828 | $4.46M | 0.04% | −1,791−2.8% | Reduced |
| Amalgamated Bank | 61,613 | $4.45M | 0.04% | −16,009−20.6% | Reduced |
| Guggenheim Capital LLC | 60,853 | $4.39M | 0.04% | −3,445−5.4% | Reduced |
| APG Asset Management N.V. | 56,747 | $4.18M | 0.01% | +42,900+309.8% | Added |
| BerganKDV Wealth Management, LLC | 57,348 | $4.14M | 0.50% | +993+1.8% | Added |
| DnB Asset Management AS | 56,117 | $4.05M | 0.03% | +5,177+10.2% | Added |
| Mirabella Financial Services LLP | 55,768 | $3.98M | 0.41% | −45,198−44.8% | Reduced |
| Schroder Investment Management Group | 54,375 | $3.92M | 0.01% | −5,662−9.4% | Reduced |
| Unison Advisors LLC | 54,201 | $3.91M | 0.72% | +512+1.0% | Added |
| Oregon Public Employees Retirement Fund | 51,723 | $3.73M | 0.05% | −1,464−2.8% | Reduced |
| IFM Investors Pty Ltd | 49,954 | $3.60M | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 49,066 | $3.54M | 0.16% | −4,987−9.2% | Reduced |
| Public Sector Pension Investment Board | 48,704 | $3.51M | 0.03% | +26,100+115.5% | Added |
| Susquehanna International Group, LLP | 48,695 | $3.51M | 0.01% | −27,481−36.1% | Reduced |
| Dean Investment Associates, LLC | 48,182 | $3.48M | 0.71% | +943+2.0% | Added |
| Forsta Ap-Fonden | 48,000 | $3.46M | 0.04% | −30,100−38.5% | Reduced |
| American Century Companies Inc | 47,233 | $3.41M | 0.00% | +4,491+10.5% | Added |
| Mount Lucas Management LP | 47,147 | $3.40M | 1.17% | −570−1.2% | Reduced |
| Comerica Bank | 42,294 | $3.38M | 0.03% | −18,459−30.4% | Reduced |
| Kingsview Wealth Management, LLC | 44,979 | $3.25M | 0.15% | +4,317+10.6% | Added |
| Utah Retirement Systems | 44,313 | $3.20M | 0.05% | −300−0.7% | Reduced |
| CIBC Asset Management Inc | 44,253 | $3.19M | 0.01% | +12,670+40.1% | Added |
| Gulf International Bank (UK) Ltd | 44,221 | $3.19M | 0.06% | −350−0.8% | Reduced |
| Achmea Investment Management B.V. | 44,018 | $3.18M | 0.11% | +23,222+111.7% | Added |
| Iowa State Bank | 43,617 | $3.15M | 0.89% | −17,411−28.5% | Reduced |
| ProShare Advisors LLC | 43,375 | $3.13M | 0.01% | −11,766−21.3% | Reduced |
| Voloridge Investment Management, LLC | 41,802 | $3.02M | 0.02% | +41,802 | New |
| Edmp, Inc. | 38,752 | $2.80M | 2.98% | −430−1.1% | Reduced |
| Trexquant Investment LP | 38,646 | $2.79M | 0.10% | +38,646 | New |
| CIBC World Markets Corp | 38,278 | $2.76M | 0.04% | −14,639−27.7% | Reduced |
| Meritage Portfolio Management | 38,043 | $2.75M | 0.23% | +2,034+5.6% | Added |
| Yousif Capital Management, LLC | 37,937 | $2.74M | 0.04% | −1,229−3.1% | Reduced |
| Advisors Asset Management, Inc. | 37,758 | $2.72M | 0.06% | +1,535+4.2% | Added |
| Weiss Asset Management LP | 37,525 | $2.71M | 0.07% | +37,525 | New |
| Candriam Luxembourg S.C.A. | 37,041 | $2.67M | 0.02% | +20,793+128.0% | Added |
| State of Alaska, Department of Revenue | 37,009 | $2.67M | 0.04% | −2,280−5.8% | Reduced |
| New York Life Investment Management LLC | 36,923 | $2.67M | 0.03% | −2,037−5.2% | Reduced |
| D. E. Shaw & Co., Inc. | 36,909 | $2.66M | 0.00% | −46,313−55.6% | Reduced |
| Franklin Resources Inc | 36,891 | $2.66M | 0.00% | +19,507+112.2% | Added |
| Bridgewater Associates, LP | 36,548 | $2.64M | 0.01% | +16,506+82.4% | Added |
| Teacher Retirement System of Texas | 36,094 | $2.60M | 0.02% | −3,875−9.7% | Reduced |
| Alaska Permanent Fund Corp | 35,700 | $2.58M | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 35,464 | $2.56M | 0.01% | +5,351+17.8% | Added |
| First Republic Investment Management, Inc. | 35,294 | $2.55M | 0.01% | +9,874+38.8% | Added |
| HighTower Advisors, LLC | 35,126 | $2.54M | 0.01% | −494−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 34,603 | $2.50M | 0.11% | −1,920−5.3% | Reduced |
| Dakota Wealth Management | 34,408 | $2.48M | 0.20% | −1,425−4.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,904 | $2.45M | 0.02% | −311−0.9% | Reduced |
| Wakefield Asset Management LLLP | 33,460 | $2.41M | 1.11% | +33,460 | New |
| Siemens Fonds Invest GmbH | 33,421 | $2.41M | 0.28% | +872+2.7% | Added |
| Leelyn Smith, LLC | 32,979 | $2.38M | 0.82% | +925+2.9% | Added |
| O'Shaughnessy Asset Management, LLC | 32,898 | $2.37M | 0.04% | +21,740+194.8% | Added |
| Texas Permanent School Fund | 32,797 | $2.37M | 0.04% | +1,758+5.7% | Added |
| Public Employees Retirement Association of Colorado | 32,668 | $2.36M | 0.01% | 00.0% | Unchanged |