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, Q4 2022
Institutional positions in Principal Financial Group Inc as of Dec 31, 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
- 784
- +89 vs. Q3 2022
- Shares held
- 184.7M
- +447.4K (+0.2%) vs. Q3 2022
- Total value
- $15.5B
- +$2.20B (+16.5%) vs. Q3 2022
- New holders
- 137
- 275 more added
- Sold out
- 48
- 234 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,280,358 | $2.37B | 0.06% | −193,905−0.7% | Reduced |
| BlackRock Inc. | 23,502,767 | $1.97B | 0.06% | +1,650,094+7.6% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.52B | 68.85% | 00.0% | Unchanged |
| Bank of America Corp | 16,825,221 | $1.41B | 0.18% | −2,979,884−15.0% | Reduced |
| State Street Corp | 11,862,015 | $995.5M | 0.06% | −156,746−1.3% | Reduced |
| Capital Research Global Investors | 8,498,045 | $713.2M | 0.22% | −1,651,803−16.3% | Reduced |
| Geode Capital Management, LLC | 5,594,730 | $468.8M | 0.07% | −2,3590.0% | Reduced |
| Charles Schwab Investment Management Inc | 4,910,405 | $412.1M | 0.13% | +406,684+9.0% | Added |
| Morgan Stanley | 4,514,124 | $378.8M | 0.04% | +1,816,343+67.3% | Added |
| Northern Trust Corp | 3,945,916 | $331.1M | 0.07% | −52,411−1.3% | Reduced |
| Dimensional Fund Advisors LP | 3,827,318 | $321.2M | 0.11% | +118,518+3.2% | Added |
| Wellington Management Group LLP | 3,034,425 | $254.6M | 0.05% | −1,289,922−29.8% | Reduced |
| First Trust Advisors LP | 2,838,085 | $238.2M | 0.28% | +2,255,366+387.0% | Added |
| Royal Bank of Canada | 1,990,969 | $167.1M | 0.05% | −34,459−1.7% | Reduced |
| Invesco Ltd. | 1,985,655 | $166.6M | 0.05% | −609,662−23.5% | Reduced |
| Bank of New York Mellon Corp | 1,871,745 | $157.1M | 0.04% | −370,910−16.5% | Reduced |
| Goldman Sachs Group Inc | 1,860,673 | $156.1M | 0.04% | +453,349+32.2% | Added |
| Legal & General Group Plc | 1,825,898 | $153.2M | 0.06% | −74,008−3.9% | Reduced |
| Mairs & Power Inc | 1,294,917 | $108.7M | 1.31% | −84,981−6.2% | Reduced |
| UBS Asset Management Americas Inc | 1,264,142 | $106.1M | 0.06% | +185,035+17.1% | Added |
| Swiss National Bank | 1,013,000 | $85.0M | 0.06% | −82,016−7.5% | Reduced |
| Ameriprise Financial Inc | 977,220 | $82.0M | 0.03% | −637,511−39.5% | Reduced |
| Norges Bank | 940,648 | $78.9M | 0.02% | −1,525,506−61.9% | Reduced |
| Amundi | 865,353 | $77.2M | 0.04% | −160,752−15.7% | Reduced |
| Victory Capital Management Inc | 881,504 | $74.0M | 0.09% | −17,237−1.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 828,689 | $69.5M | 0.06% | +76,470+10.2% | Added |
| Credit Suisse AG | 784,729 | $65.9M | 0.07% | +434,135+123.8% | Added |
| Deutsche Bank AG | 675,918 | $56.7M | 0.03% | +18,965+2.9% | Added |
| HSBC Holdings PLC | 627,633 | $52.7M | 0.07% | −24,684−3.8% | Reduced |
| FMR LLC | 625,716 | $52.5M | 0.01% | +43,674+7.5% | Added |
| California Public Employees Retirement System | 592,454 | $49.7M | 0.04% | +11,671+2.0% | Added |
| Nuveen Asset Management, LLC | 582,335 | $48.9M | 0.02% | −111,859−16.1% | Reduced |
| Barclays PLC | 531,667 | $44.6M | 0.04% | +58,443+12.3% | Added |
| Rhumbline Advisers | 499,965 | $42.0M | 0.06% | +12,999+2.7% | Added |
| Fort Washington Investment Advisors Inc | 482,566 | $40.5M | 0.31% | +1,394+0.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 471,373 | $39.5M | 0.30% | +239,565+103.3% | Added |
| California State Teachers Retirement System | 430,580 | $36.1M | 0.06% | +3,319+0.8% | Added |
| JPMorgan Chase & Co | 418,439 | $35.1M | 0.00% | −15,886−3.7% | Reduced |
| North Star Asset Management Inc | 401,762 | $33.7M | 2.10% | −43,477−9.8% | Reduced |
| Envestnet Asset Management Inc | 399,665 | $33.5M | 0.02% | +118,684+42.2% | Added |
| National Pension Service | 392,034 | $32.9M | 0.06% | −34,433−8.1% | Reduced |
| Citigroup Inc | 367,391 | $30.8M | 0.04% | +170,913+87.0% | Added |
| AXA S.A. | 350,562 | $29.4M | 0.11% | +1,814+0.5% | Added |
| Brandywine Global Investment Management, LLC | 350,188 | $29.4M | 0.23% | +89,176+34.2% | Added |
| Franklin Resources Inc | 340,059 | $28.5M | 0.01% | +303,168+821.8% | Added |
| Alliancebernstein L.P. | 335,590 | $28.2M | 0.01% | +2,168+0.7% | Added |
| Argent Capital Management LLC | 335,143 | $28.1M | 1.01% | −1,816−0.5% | Reduced |
| GW Henssler & Associates Ltd | 328,012 | $27.5M | 1.93% | −2,982−0.9% | Reduced |
| New York State Teachers Retirement System | 316,144 | $26.5M | 0.07% | +10,375+3.4% | Added |
| UBS Group AG | 311,937 | $26.2M | 0.01% | +108,332+53.2% | Added |
| Price T Rowe Associates Inc | 302,226 | $25.4M | 0.00% | −1,537−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 296,929 | $24.9M | 0.06% | −5,090−1.7% | Reduced |
| AQR Capital Management LLC | 295,654 | $24.8M | 0.06% | +135,670+84.8% | Added |
| Storebrand Asset Management AS | 294,590 | $24.7M | 0.14% | +63,440+27.4% | Added |
| Great West Life Assurance Co | 289,465 | $24.4M | 0.06% | +15,674+5.7% | Added |
| New York State Common Retirement Fund | 278,152 | $23.3M | 0.03% | +810.0% | Added |
| Qube Research & Technologies Ltd | 272,774 | $22.9M | 0.14% | +272,774 | New |
| BNP Paribas Arbitrage, SA | 270,490 | $22.7M | 0.06% | +63,475+30.7% | Added |
| Principal Financial Group Inc | 270,296 | $22.7M | 0.02% | +7,472+2.8% | Added |
| Wells Fargo & Company | 243,548 | $20.4M | 0.01% | −2,724−1.1% | Reduced |
| Ossiam | 240,979 | $20.2M | 0.52% | +64,029+36.2% | Added |
| LSV Asset Management | 239,100 | $20.1M | 0.04% | −64,329−21.2% | Reduced |
| The PNC Financial Services Group, Inc. | 238,278 | $20.0M | 0.02% | −5,567−2.3% | Reduced |
| KBC Group NV | 236,534 | $19.9M | 0.10% | −96,316−28.9% | Reduced |
| Twinbeech Capital LP | 235,930 | $19.8M | 0.38% | +235,930 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 235,848 | $19.8M | 0.07% | +58,839+33.2% | Added |
| Ensign Peak Advisors, Inc | 227,353 | $19.1M | 0.04% | +64,338+39.5% | Added |
| AE Wealth Management LLC | 223,308 | $18.7M | 0.14% | +70,659+46.3% | Added |
| Umb Bank N A | 210,003 | $17.6M | 0.28% | +201,182+2,280.7% | Added |
| Swedbank AB | 209,178 | $17.6M | 0.04% | +27,241+15.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 207,000 | $17.4M | 0.09% | +207,000 | New |
| Intech Investment Management LLC | 205,428 | $17.2M | 0.13% | +112,574+121.2% | Added |
| Prudential Financial Inc | 200,286 | $16.8M | 0.03% | −918−0.5% | Reduced |
| Bank of Montreal | 168,831 | $14.7M | 0.01% | +17,760+11.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174,292 | $14.6M | 0.04% | +16,803+10.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 173,715 | $14.6M | 0.04% | +17,327+11.1% | Added |
| Korea Investment CORP | 171,561 | $14.4M | 0.05% | +75,061+77.8% | Added |
| Manufacturers Life Insurance Company, The | 167,711 | $14.1M | 0.01% | −10,263−5.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 158,854 | $13.3M | 0.22% | +125,956+382.9% | Added |
| AustralianSuper Pty Ltd | 151,017 | $12.7M | 0.09% | +151,017 | New |
| Swiss Life Asset Management Ltd | 149,587 | $12.6M | 0.21% | −13,039−8.0% | Reduced |
| Toronto Dominion Bank | 146,886 | $12.3M | 0.02% | +3,780+2.6% | Added |
| Russell Investments Group, Ltd. | 143,305 | $12.1M | 0.02% | −16,237−10.2% | Reduced |
| Man Group plc | 143,920 | $12.1M | 0.04% | +143,920 | New |
| State of New Jersey Common Pension Fund D | 141,610 | $11.9M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 137,513 | $11.5M | 0.02% | +38,349+38.7% | Added |
| State of Wisconsin Investment Board | 133,776 | $11.2M | 0.04% | −11,703−8.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 130,880 | $11.0M | 0.05% | −10,655−7.5% | Reduced |
| Pictet Asset Management SA | 130,118 | $10.9M | 0.02% | +12,827+10.9% | Added |
| Squarepoint Ops LLC | 128,504 | $10.8M | 0.08% | +18,415+16.7% | Added |
| Mercer Global Advisors Inc | 127,981 | $10.7M | 0.05% | +19,660+18.1% | Added |
| Mn Services Vermogensbeheer B.V. | 124,680 | $10.5M | 0.12% | −18,100−12.7% | Reduced |
| Public Employees Retirement System of Ohio | 124,150 | $10.4M | 0.05% | +342+0.3% | Added |
| Sound Income Strategies, LLC | 120,408 | $10.1M | 1.29% | −52,138−30.2% | Reduced |
| Commerce Bank | 120,183 | $10.1M | 0.08% | −12,405−9.4% | Reduced |
| Goelzer Investment Management, Inc. | 119,576 | $10.0M | 0.86% | +1,724+1.5% | Added |
| Achmea Investment Management B.V. | 126,389 | $9.94M | 0.33% | +82,371+187.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 117,307 | $9.84M | 0.02% | −15,370−11.6% | Reduced |
| Cambria Investment Management, L.P. | 117,055 | $9.82M | 0.82% | +21,716+22.8% | Added |
| Capital Management Corp | 116,440 | $9.77M | 2.40% | −29,070−20.0% | Reduced |