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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 43,013 | $3.61M | 0.06% | −1,300−2.9% | Reduced |
| Gulf International Bank (UK) Ltd | 44,221 | $3.71M | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 44,337 | $3.72M | 0.00% | +28,024+171.8% | Added |
| ProShare Advisors LLC | 44,710 | $3.75M | 0.01% | +1,335+3.1% | Added |
| SEI Investments Co | 45,607 | $3.83M | 0.01% | +37,442+458.6% | Added |
| Freestone Capital Holdings, LLC | 45,852 | $3.85M | 0.18% | −3,214−6.6% | Reduced |
| CIBC World Markets Inc. | 48,102 | $4.04M | 0.02% | +22,911+90.9% | Added |
| EHP Funds Inc. | 49,230 | $4.13M | 0.87% | +22,470+84.0% | Added |
| IFM Investors Pty Ltd | 49,954 | $4.19M | 0.07% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 51,023 | $4.28M | 0.50% | +51,023 | New |
| Guggenheim Capital LLC | 51,808 | $4.35M | 0.04% | −9,045−14.9% | Reduced |
| Forsta Ap-Fonden | 52,100 | $4.37M | 0.05% | +4,100+8.5% | Added |
| Schroder Investment Management Group | 52,275 | $4.39M | 0.01% | −2,100−3.9% | Reduced |
| Advisors Asset Management, Inc. | 52,419 | $4.40M | 0.09% | +14,661+38.8% | Added |
| Citadel Advisors LLC | 52,543 | $4.41M | 0.01% | −18,298−25.8% | Reduced |
| Unison Advisors LLC | 54,681 | $4.59M | 0.60% | +480+0.9% | Added |
| APG Asset Management N.V. | 54,812 | $4.60M | 0.01% | −1,935−3.4% | Reduced |
| BerganKDV Wealth Management, LLC | 54,924 | $4.61M | 0.50% | −2,424−4.2% | Reduced |
| D. E. Shaw & Co., Inc. | 55,077 | $4.62M | 0.01% | +18,168+49.2% | Added |
| Public Sector Pension Investment Board | 55,139 | $4.63M | 0.04% | +6,435+13.2% | Added |
| Schonfeld Strategic Advisors LLC | 55,505 | $4.66M | 0.04% | −10,045−15.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 57,146 | $4.80M | 0.48% | +57,146 | New |
| Captrust Financial Advisors | 57,688 | $4.84M | 0.02% | +22,224+62.7% | Added |
| Dean Investment Associates, LLC | 57,750 | $4.85M | 0.82% | +9,568+19.9% | Added |
| Bridgewater Associates, LP | 58,518 | $4.91M | 0.03% | +21,970+60.1% | Added |
| Caisse de Depot Et Placement du Quebec | 59,296 | $4.98M | 0.02% | +59,296 | New |
| MetLife Investment Management | 59,726 | $5.01M | 0.04% | −2,102−3.4% | Reduced |
| Assenagon Asset Management S.A. | 59,825 | $5.02M | 0.02% | +54,291+981.0% | Added |
| American Century Companies Inc | 59,895 | $5.03M | 0.00% | +12,662+26.8% | Added |
| DnB Asset Management AS | 59,960 | $5.03M | 0.04% | +3,843+6.8% | Added |
| Ergoteles LLC | 60,773 | $5.10M | 0.19% | +39,353+183.7% | Added |
| Cubist Systematic Strategies, LLC | 61,824 | $5.19M | 0.04% | −7,894−11.3% | Reduced |
| American International Group, Inc. | 62,000 | $5.20M | 0.04% | −1,284−2.0% | Reduced |
| Hoylecohen, LLC | 62,817 | $5.27M | 0.52% | −1,260−2.0% | Reduced |
| Beacon Financial Group | 63,323 | $5.31M | 0.73% | −1,130−1.8% | Reduced |
| Comerica Bank | 59,872 | $5.35M | 0.04% | +17,578+41.6% | Added |
| USS Investment Management Ltd | 64,262 | $5.39M | 0.08% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 65,018 | $5.46M | 0.03% | −2,755−4.1% | Reduced |
| Natixis Advisors, L.P. | 66,554 | $5.58M | 0.02% | +1,736+2.7% | Added |
| Nomura Asset Management Co Ltd | 68,106 | $5.72M | 0.03% | +211+0.3% | Added |
| Arizona State Retirement System | 70,548 | $5.92M | 0.06% | +1,169+1.7% | Added |
| Jane Street Group, LLC | 71,010 | $5.96M | 0.01% | −36,334−33.8% | Reduced |
| PGGM Investments | 71,294 | $5.98M | 0.10% | −3,066−4.1% | Reduced |
| Retirement Systems of Alabama | 72,900 | $6.12M | 0.03% | −4,089−5.3% | Reduced |
| State of Tennessee, Treasury Department | 74,704 | $6.27M | 0.03% | −2,830−3.7% | Reduced |
| Tredje AP-fonden | 74,729 | $6.27M | 0.11% | +3,020+4.2% | Added |
| CIBC World Markets Corp | 75,300 | $6.32M | 0.04% | +37,022+96.7% | Added |
| State of Michigan Retirement System | 75,580 | $6.34M | 0.04% | +6,806+9.9% | Added |
| Oregon Public Employees Retirement Fund | 75,641 | $6.35M | 0.08% | +23,918+46.2% | Added |
| Standard Life Aberdeen plc | 75,717 | $6.35M | 0.02% | +5,819+8.3% | Added |
| Amalgamated Bank | 76,494 | $6.42M | 0.06% | +14,881+24.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 77,543 | $6.51M | 0.03% | +9,484+13.9% | Added |
| TD Asset Management Inc | 79,301 | $6.65M | 0.01% | −390−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 81,110 | $6.81M | 0.02% | +11,809+17.0% | Added |
| NewSquare Capital LLC | 82,760 | $6.95M | 0.87% | +5,335+6.9% | Added |
| Voya Investment Management LLC | 84,010 | $7.05M | 0.01% | +274+0.3% | Added |
| Commonwealth Equity Services, LLC | 84,135 | $7.06M | 0.02% | −21,842−20.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 85,013 | $7.13M | 0.70% | −1,330−1.5% | Reduced |
| Macquarie Group Ltd | 85,414 | $7.17M | 0.01% | +15,310+21.8% | Added |
| Rafferty Asset Management, LLC | 87,638 | $7.35M | 0.06% | +8,027+10.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,105 | $7.39M | 0.04% | −1,712−1.9% | Reduced |
| Allianz Asset Management GmbH | 88,492 | $7.43M | 0.02% | +11,339+14.7% | Added |
| AMG National Trust Bank | 88,840 | $7.46M | 0.27% | −28,228−24.1% | Reduced |
| DekaBank Deutsche Girozentrale | 89,829 | $7.57M | 0.02% | +11,351+14.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 91,858 | $7.71M | 0.11% | +4,065+4.6% | Added |
| Handelsbanken Fonder AB | 95,395 | $8.01M | 0.05% | +3,290+3.6% | Added |
| Raymond James & Associates | 98,163 | $8.24M | 0.01% | −859−0.9% | Reduced |
| Royal London Asset Management Ltd | 98,844 | $8.29M | 0.04% | −1,261−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 98,420 | $8.41M | 0.04% | −9,368−8.7% | Reduced |
| LPL Financial LLC | 100,637 | $8.45M | 0.01% | +5,067+5.3% | Added |
| Aviva PLC | 103,241 | $8.66M | 0.04% | −52,161−33.6% | Reduced |
| Ci Investments Inc. | 104,879 | $8.80M | 0.04% | −52,513−33.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $8.81M | 0.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 105,152 | $8.82M | 0.05% | +88,552+533.4% | Added |
| Churchill Management Corp | 108,314 | $9.09M | 0.22% | +3,730+3.6% | Added |
| Treasurer of the State of North Carolina | 108,611 | $9.12M | 0.06% | −510−0.5% | Reduced |
| Baird Financial Group, Inc. | 109,102 | $9.16M | 0.02% | −2,316−2.1% | Reduced |
| Teacher Retirement System of Texas | 110,639 | $9.29M | 0.07% | +74,545+206.5% | Added |
| Nisa Investment Advisors, LLC | 110,945 | $9.31M | 0.07% | +21,456+24.0% | Added |
| Robeco Institutional Asset Management B.V. | 112,093 | $9.41M | 0.03% | +9,721+9.5% | Added |
| Marshall Wace, LLP | 113,594 | $9.53M | 0.02% | +113,594 | New |
| Susquehanna International Group, LLP | 113,919 | $9.56M | 0.02% | +65,224+133.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 114,201 | $9.58M | 0.14% | +300+0.3% | Added |
| Capital Management Corp | 116,440 | $9.77M | 2.40% | −29,070−20.0% | Reduced |
| Cambria Investment Management, L.P. | 117,055 | $9.82M | 0.82% | +21,716+22.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 117,307 | $9.84M | 0.02% | −15,370−11.6% | Reduced |
| Achmea Investment Management B.V. | 126,389 | $9.94M | 0.33% | +82,371+187.1% | Added |
| Goelzer Investment Management, Inc. | 119,576 | $10.0M | 0.86% | +1,724+1.5% | Added |
| Commerce Bank | 120,183 | $10.1M | 0.08% | −12,405−9.4% | Reduced |
| Sound Income Strategies, LLC | 120,408 | $10.1M | 1.29% | −52,138−30.2% | Reduced |
| Public Employees Retirement System of Ohio | 124,150 | $10.4M | 0.05% | +342+0.3% | Added |
| Mn Services Vermogensbeheer B.V. | 124,680 | $10.5M | 0.12% | −18,100−12.7% | Reduced |
| Mercer Global Advisors Inc | 127,981 | $10.7M | 0.05% | +19,660+18.1% | Added |
| Squarepoint Ops LLC | 128,504 | $10.8M | 0.08% | +18,415+16.7% | Added |
| Pictet Asset Management SA | 130,118 | $10.9M | 0.02% | +12,827+10.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 130,880 | $11.0M | 0.05% | −10,655−7.5% | Reduced |
| State of Wisconsin Investment Board | 133,776 | $11.2M | 0.04% | −11,703−8.0% | Reduced |
| Advisor Group Holdings, Inc. | 137,513 | $11.5M | 0.02% | +38,349+38.7% | Added |
| State of New Jersey Common Pension Fund D | 141,610 | $11.9M | 0.04% | 00.0% | Unchanged |
| Man Group plc | 143,920 | $12.1M | 0.04% | +143,920 | New |