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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 17,134 | $1.44M | 0.16% | +2,343+15.8% | Added |
| Redwood Investment Management, LLC | 17,396 | $1.46M | 0.19% | −36−0.2% | Reduced |
| Prudential PLC | 17,473 | $1.47M | 0.02% | +9,795+127.6% | Added |
| Crossmark Global Holdings, Inc. | 17,482 | $1.47M | 0.04% | −1,452−7.7% | Reduced |
| Headlands Technologies LLC | 17,590 | $1.48M | 1.17% | +17,590 | New |
| Paradigm Financial Partners, LLC | 17,235 | $1.51M | 0.44% | +245+1.4% | Added |
| Kentucky Retirement Systems | 18,224 | $1.53M | 0.06% | +80+0.4% | Added |
| Montag A & Associates Inc | 18,576 | $1.56M | 0.10% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 18,645 | $1.56M | 0.11% | +2,248+13.7% | Added |
| Oppenheimer & Co Inc | 18,855 | $1.58M | 0.04% | −498−2.6% | Reduced |
| Daiwa Securities Group Inc. | 18,922 | $1.59M | 0.01% | +1,687+9.8% | Added |
| Foster & Motley Inc | 18,936 | $1.59M | 0.14% | +4,258+29.0% | Added |
| Securian Asset Management, Inc | 18,953 | $1.59M | 0.04% | +208+1.1% | Added |
| Kingsview Wealth Management, LLC | 19,072 | $1.60M | 0.07% | −25,907−57.6% | Reduced |
| Eqis Capital Management, Inc. | 19,149 | $1.61M | 0.18% | −2,035−9.6% | Reduced |
| Maryland State Retirement & Pension System | 19,249 | $1.62M | 0.05% | +19,249 | New |
| Elo Mutual Pension Insurance Co | 19,294 | $1.62M | 0.06% | +316+1.7% | Added |
| Thrivent Financial for Lutherans | 19,187 | $1.62M | 0.00% | +2,757+16.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,394 | $1.63M | 0.03% | +155+0.8% | Added |
| JustInvest LLC | 19,517 | $1.64M | 0.07% | −82−0.4% | Reduced |
| Holocene Advisors, LP | 19,707 | $1.65M | 0.01% | +19,707 | New |
| CoreCap Advisors, LLC | 20,391 | $1.71M | 0.12% | +3,093+17.9% | Added |
| Northwestern Mutual Wealth Management Co | 20,398 | $1.71M | 0.00% | +2,203+12.1% | Added |
| Natixis | 20,610 | $1.73M | 0.01% | +5,328+34.9% | Added |
| M&T Bank Corp | 21,151 | $1.78M | 0.01% | +1,420+7.2% | Added |
| Vestcor Inc | 21,698 | $1.82M | 0.07% | −46−0.2% | Reduced |
| Creative Planning | 21,782 | $1.83M | 0.00% | +2,830+14.9% | Added |
| Banque Pictet & Cie SA | 22,063 | $1.85M | 0.02% | −1,042−4.5% | Reduced |
| British Columbia Investment Management Corp | 22,080 | $1.85M | 0.02% | −2,832−11.4% | Reduced |
| Conning Inc. | 22,079 | $1.85M | 0.06% | +4,427+25.1% | Added |
| Teachers Retirement System of the State of Kentucky | 22,109 | $1.85M | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 22,344 | $1.88M | 0.01% | +9,485+73.8% | Added |
| Stifel Financial Corp | 22,485 | $1.89M | 0.00% | −1,057−4.5% | Reduced |
| Private Advisor Group, LLC | 34,082 | $1.92M | 0.10% | +4,063+13.5% | Added |
| Hartford Investment Management Co | 22,947 | $1.93M | 0.06% | −1,370−5.6% | Reduced |
| Bank of Nova Scotia | 23,038 | $1.93M | 0.01% | −40.0% | Reduced |
| Ascent Group, LLC | 23,061 | $1.94M | 0.23% | +1,707+8.0% | Added |
| Columbus Macro, LLC | 23,133 | $1.94M | 0.75% | −2,095−8.3% | Reduced |
| STRS Ohio | 23,268 | $1.95M | 0.01% | +1,925+9.0% | Added |
| Westpac Banking Corp | 23,648 | $1.98M | 0.03% | +531+2.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 23,698 | $1.99M | 0.51% | +23,698 | New |
| Mariner, LLC | 24,448 | $2.05M | 0.01% | +3,081+14.4% | Added |
| Illinois Municipal Retirement Fund | 24,627 | $2.07M | 0.05% | +4,947+25.1% | Added |
| Janney Montgomery Scott LLC | 24,770 | $2.08M | 0.01% | +548+2.3% | Added |
| Cetera Advisor Networks LLC | 24,805 | $2.08M | 0.02% | +6,438+35.1% | Added |
| Ontario Teachers Pension Plan Board | 25,240 | $2.12M | 0.02% | +809+3.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 25,289 | $2.12M | 1.87% | +656+2.7% | Added |
| Donoghue Forlines LLC | 25,971 | $2.18M | 0.77% | +10,561+68.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 26,041 | $2.18M | 0.25% | −5,700−18.0% | Reduced |
| Czech National Bank | 26,642 | $2.24M | 0.06% | −271−1.0% | Reduced |
| National Bank of Canada | 27,118 | $2.27M | 0.01% | +5,906+27.8% | Added |
| Nissay Asset Management Corp | 28,109 | $2.36M | 0.02% | +596+2.2% | Added |
| Truist Financial Corp | 28,647 | $2.40M | 0.00% | −517−1.8% | Reduced |
| Mackenzie Financial Corp | 28,911 | $2.43M | 0.00% | −1,438−4.7% | Reduced |
| Janus Henderson Group PLC | 29,072 | $2.44M | 0.00% | +4,129+16.6% | Added |
| Xponance, Inc. | 29,513 | $2.48M | 0.04% | +3,620+14.0% | Added |
| Wakefield Asset Management LLLP | 29,666 | $2.49M | 1.05% | −3,794−11.3% | Reduced |
| La Banque Postale Asset Management SA | 29,988 | $2.52M | 0.07% | +29,988 | New |
| Mount Lucas Management LP | 30,370 | $2.55M | 0.84% | −16,777−35.6% | Reduced |
| ExodusPoint Capital Management, LP | 30,425 | $2.55M | 0.04% | +30,425 | New |
| US Bancorp | 30,707 | $2.58M | 0.00% | −267−0.9% | Reduced |
| Hancock Whitney Corp | 31,184 | $2.62M | 0.10% | −808−2.5% | Reduced |
| Van Eck Associates Corp | 31,265 | $2.62M | 0.01% | +31,265 | New |
| CI Private Wealth, LLC | 31,653 | $2.66M | 0.01% | +31,653 | New |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.71M | 0.06% | 00.0% | Unchanged |
| Texas Permanent School Fund | 32,331 | $2.71M | 0.04% | −466−1.4% | Reduced |
| Park Avenue Securities LLC | 32,415 | $2.72M | 0.05% | +6,450+24.8% | Added |
| Siemens Fonds Invest GmbH | 32,449 | $2.72M | 0.27% | −972−2.9% | Reduced |
| Mutual of America Capital Management LLC | 32,518 | $2.73M | 0.03% | +419+1.3% | Added |
| Public Employees Retirement Association of Colorado | 32,668 | $2.74M | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 32,684 | $2.74M | 0.75% | −295−0.9% | Reduced |
| Arjuna Capital | 32,687 | $2.74M | 1.26% | +540+1.7% | Added |
| Candriam Luxembourg S.C.A. | 33,862 | $2.84M | 0.02% | −3,179−8.6% | Reduced |
| Avantax Planning Partners, Inc. | 33,887 | $2.84M | 0.11% | −716−2.1% | Reduced |
| Dakota Wealth Management | 34,408 | $2.89M | 0.21% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 35,059 | $2.94M | 0.11% | +3,958+12.7% | Added |
| First Republic Investment Management, Inc. | 35,146 | $2.95M | 0.01% | −148−0.4% | Reduced |
| Engineers Gate Manager LP | 35,552 | $2.98M | 0.18% | +35,552 | New |
| Jefferies Financial Group Inc. | 35,663 | $2.99M | 0.05% | +35,663 | New |
| Alaska Permanent Fund Corp | 35,700 | $3.00M | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 36,081 | $3.03M | 0.04% | −1,856−4.9% | Reduced |
| New York Life Investment Management LLC | 36,138 | $3.03M | 0.03% | −785−2.1% | Reduced |
| Kestra Advisory Services, LLC | 36,388 | $3.05M | 0.03% | +6,142+20.3% | Added |
| State of Alaska, Department of Revenue | 36,474 | $3.06M | 0.04% | −535−1.4% | Reduced |
| 1832 Asset Management L.P. | 36,503 | $3.06M | 0.01% | +14,112+63.0% | Added |
| Old National Bancorp | 36,874 | $3.10M | 0.10% | −27,115−42.4% | Reduced |
| Cetera Investment Advisers | 37,110 | $3.11M | 0.03% | +5,256+16.5% | Added |
| Ethic Inc. | 37,698 | $3.16M | 0.17% | +8,004+27.0% | Added |
| HighTower Advisors, LLC | 37,700 | $3.16M | 0.01% | +2,574+7.3% | Added |
| Millennium Management LLC | 38,292 | $3.21M | 0.00% | −34,937−47.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,465 | $3.23M | 0.03% | +4,561+13.5% | Added |
| Worldquant Millennium Advisors LLC | 38,660 | $3.24M | 0.07% | +38,660 | New |
| Andra AP-fonden | 39,300 | $3.30M | 0.10% | +10,000+34.1% | Added |
| Meritage Portfolio Management | 39,709 | $3.33M | 0.26% | +1,666+4.4% | Added |
| LMR Partners LLP | 40,321 | $3.38M | 0.08% | +20,277+101.2% | Added |
| Trexquant Investment LP | 41,137 | $3.45M | 0.10% | +2,491+6.4% | Added |
| Teamwork Financial Advisors, LLC | 41,930 | $3.52M | 0.71% | +41,930 | New |
| Occudo Quantitative Strategies LP | 42,101 | $3.53M | 0.41% | +42,101 | New |
| CIBC Asset Management Inc | 42,453 | $3.56M | 0.02% | −1,800−4.1% | Reduced |
| Iowa State Bank | 42,874 | $3.60M | 0.90% | −743−1.7% | Reduced |