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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.33M | 0.06% | 00.0% | Unchanged |
| Arjuna Capital | 32,147 | $2.32M | 1.14% | −11,493−26.3% | Reduced |
| Mutual of America Capital Management LLC | 32,099 | $2.32M | 0.03% | +45+0.1% | Added |
| Hancock Whitney Corp | 31,992 | $2.31M | 0.10% | −306−0.9% | Reduced |
| Cetera Investment Advisers | 31,854 | $2.30M | 0.05% | −1,563−4.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 31,741 | $2.29M | 0.28% | −13,000−29.1% | Reduced |
| US Bancorp | 30,974 | $2.23M | 0.00% | −7,513−19.5% | Reduced |
| Mackenzie Financial Corp | 30,349 | $2.19M | 0.00% | −1,629−5.1% | Reduced |
| Kestra Advisory Services, LLC | 30,246 | $2.18M | 0.02% | +5,841+23.9% | Added |
| Private Advisor Group, LLC | 30,019 | $2.17M | 0.02% | −5,259−14.9% | Reduced |
| Ethic Inc. | 29,694 | $2.14M | 0.15% | −5,200−14.9% | Reduced |
| Vident Investment Advisory, LLC | 31,101 | $2.14M | 0.07% | −31,585−50.4% | Reduced |
| Andra AP-fonden | 29,300 | $2.11M | 0.07% | −32,700−52.7% | Reduced |
| Truist Financial Corp | 29,164 | $2.10M | 0.00% | +11,171+62.1% | Added |
| Jump Financial, LLC | 27,709 | $2.00M | 0.08% | +24,376+731.4% | Added |
| Nissay Asset Management Corp | 27,513 | $1.99M | 0.02% | +142+0.5% | Added |
| Czech National Bank | 26,913 | $1.94M | 0.06% | +26,913 | New |
| EHP Funds Inc. | 26,760 | $1.93M | 0.42% | +26,760 | New |
| Ascent Group, LLC | 21,354 | $1.88M | 0.23% | +2,959+16.1% | Added |
| Park Avenue Securities LLC | 25,965 | $1.87M | 0.04% | +10,861+71.9% | Added |
| Xponance, Inc. | 25,893 | $1.87M | 0.04% | +3,277+14.5% | Added |
| Columbus Macro, LLC | 25,228 | $1.82M | 0.74% | −909−3.5% | Reduced |
| CIBC World Markets Inc. | 25,191 | $1.82M | 0.01% | +6,415+34.2% | Added |
| Hohimer Wealth Management, LLC | 25,148 | $1.81M | 0.58% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 24,943 | $1.80M | 0.00% | −64,093−72.0% | Reduced |
| British Columbia Investment Management Corp | 24,912 | $1.80M | 0.02% | −5,545−18.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 24,633 | $1.78M | 1.78% | −890−3.5% | Reduced |
| Ontario Teachers Pension Plan Board | 24,431 | $1.76M | 0.02% | +4,946+25.4% | Added |
| Hartford Investment Management Co | 24,317 | $1.75M | 0.06% | −2,045−7.8% | Reduced |
| Janney Montgomery Scott LLC | 24,222 | $1.75M | 0.01% | +6,070+33.4% | Added |
| Stifel Financial Corp | 23,542 | $1.70M | 0.00% | +1,280+5.7% | Added |
| Regentatlantic Capital LLC | 23,252 | $1.68M | 0.05% | −642−2.7% | Reduced |
| Westpac Banking Corp | 23,117 | $1.67M | 0.03% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 23,105 | $1.67M | 0.02% | +23,105 | New |
| Bank of Nova Scotia | 23,042 | $1.66M | 0.01% | −237−1.0% | Reduced |
| 1832 Asset Management L.P. | 22,391 | $1.62M | 0.00% | +1,771+8.6% | Added |
| Teachers Retirement System of the State of Kentucky | 22,109 | $1.59M | 0.02% | +22,109 | New |
| Greenwood Capital Associates LLC | 21,972 | $1.58M | 0.27% | +1,040+5.0% | Added |
| Vestcor Inc | 21,744 | $1.57M | 0.06% | +15,665+257.7% | Added |
| Allspring Global Investments Holdings, LLC | 21,462 | $1.55M | 0.00% | +1,023+5.0% | Added |
| Ergoteles LLC | 21,420 | $1.54M | 0.05% | +21,420 | New |
| Mariner, LLC | 21,367 | $1.54M | 0.01% | +481+2.3% | Added |
| STRS Ohio | 21,343 | $1.54M | 0.01% | −7,980−27.2% | Reduced |
| Eqis Capital Management, Inc. | 21,184 | $1.53M | 0.18% | +234+1.1% | Added |
| National Bank of Canada | 21,212 | $1.52M | 0.01% | −772−3.5% | Reduced |
| Tower Research Capital LLC (TRC) | 20,722 | $1.50M | 0.02% | −28,982−58.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 20,312 | $1.47M | 0.03% | +2,550+14.4% | Added |
| Gotham Asset Management, LLC | 20,133 | $1.45M | 0.04% | +20,133 | New |
| LMR Partners LLP | 20,044 | $1.45M | 0.04% | +12,201+155.6% | Added |
| M&T Bank Corp | 19,731 | $1.43M | 0.01% | +6,079+44.5% | Added |
| Illinois Municipal Retirement Fund | 19,680 | $1.42M | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 19,599 | $1.41M | 0.06% | +1,849+10.4% | Added |
| Oppenheimer & Co Inc | 19,353 | $1.40M | 0.03% | −492−2.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,239 | $1.39M | 0.03% | +2,558+15.3% | Added |
| Elo Mutual Pension Insurance Co | 18,978 | $1.37M | 0.05% | −1,613−7.8% | 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 |
| Crossmark Global Holdings, Inc. | 18,934 | $1.37M | 0.04% | −333−1.7% | Reduced |
| Securian Asset Management, Inc | 18,745 | $1.35M | 0.04% | −306−1.6% | Reduced |
| Montag A & Associates Inc | 18,576 | $1.34M | 0.09% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 16,990 | $1.33M | 0.41% | +560+3.4% | Added |
| Cetera Advisor Networks LLC | 18,367 | $1.32M | 0.02% | −6,700−26.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,195 | $1.31M | 0.00% | −1,010−5.3% | Reduced |
| Kentucky Retirement Systems | 18,144 | $1.31M | 0.06% | +703+4.0% | Added |
| Toroso Investments, LLC | 17,847 | $1.29M | 0.05% | +1,139+6.8% | Added |
| Conning Inc. | 17,652 | $1.27M | 0.05% | −80,684−82.0% | Reduced |
| Resources Investment Advisors, LLC. | 17,619 | $1.27M | 0.05% | −52−0.3% | Reduced |
| Rockland Trust Co | 17,517 | $1.26M | 0.09% | −645−3.6% | Reduced |
| Redwood Investment Management, LLC | 17,432 | $1.26M | 0.26% | −943−5.1% | Reduced |
| CoreCap Advisors, LLC | 17,298 | $1.25M | 0.10% | +2,173+14.4% | Added |
| Daiwa Securities Group Inc. | 17,235 | $1.24M | 0.01% | +9+0.1% | Added |
| SG Americas Securities, LLC | 16,723 | $1.21M | 0.02% | −4,051−19.5% | Reduced |
| Neuberger Berman Group LLC | 16,313 | $1.20M | 0.00% | +435+2.7% | Added |
| ARGI Investment Services, LLC | 16,637 | $1.20M | 0.04% | −67,390−80.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,600 | $1.20M | 0.01% | +3,200+23.9% | Added |
| Venture Visionary Partners LLC | 16,397 | $1.18M | 0.10% | +4,801+41.4% | Added |
| Thrivent Financial for Lutherans | 16,430 | $1.18M | 0.00% | +6,029+58.0% | Added |
| Veritable, L.P. | 16,274 | $1.17M | 0.02% | −3,695−18.5% | Reduced |
| Nordea Investment Management AB | 16,123 | $1.17M | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 16,162 | $1.17M | 0.02% | +2,171+15.5% | Added |
| Panagora Asset Management Inc | 16,130 | $1.16M | 0.01% | −165−1.0% | Reduced |
| Donoghue Forlines LLC | 15,410 | $1.11M | 0.40% | +15,410 | New |
| Natixis | 15,282 | $1.10M | 0.01% | −747,652−98.0% | Reduced |
| PSI Advisors, LLC | 15,297 | $1.10M | 0.58% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 15,276 | $1.10M | 0.11% | +340+2.3% | Added |
| D.A. Davidson & Co. | 15,181 | $1.09M | 0.01% | −402−2.6% | Reduced |
| 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 |
| Financial Advisory Service, Inc. | 14,791 | $1.07M | 0.12% | +2,961+25.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,732 | $1.06M | 0.01% | +9,377+175.1% | Added |
| Foster & Motley Inc | 14,678 | $1.06M | 0.10% | −391−2.6% | Reduced |
| Oppenheimer Asset Management Inc. | 14,619 | $1.05M | 0.02% | −78−0.5% | Reduced |
| Foster Group, Inc. | 13,964 | $1.01M | 0.08% | −462−3.2% | Reduced |
| Metropolitan Life Insurance Co | 13,798 | $995.5K | 0.05% | −355−2.5% | Reduced |
| Glaxis Capital Management, LLC | 13,779 | $994.0K | 14.37% | 00.0% | Unchanged |
| Seeyond | 13,315 | $960.0K | 0.12% | −1,076−7.5% | Reduced |
| 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 |
| MML Investors Services, LLC | 12,859 | $928.0K | 0.01% | +8,972+230.8% | Added |
| South Dakota Investment Council | 12,830 | $926.0K | 0.02% | 00.0% | Unchanged |