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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 143,305 | $12.1M | 0.02% | −16,237−10.2% | Reduced |
| Toronto Dominion Bank | 146,886 | $12.3M | 0.02% | +3,780+2.6% | Added |
| Swiss Life Asset Management Ltd | 149,587 | $12.6M | 0.21% | −13,039−8.0% | Reduced |
| AustralianSuper Pty Ltd | 151,017 | $12.7M | 0.09% | +151,017 | New |
| O'Shaughnessy Asset Management, LLC | 158,854 | $13.3M | 0.22% | +125,956+382.9% | Added |
| Manufacturers Life Insurance Company, The | 167,711 | $14.1M | 0.01% | −10,263−5.8% | Reduced |
| Korea Investment CORP | 171,561 | $14.4M | 0.05% | +75,061+77.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 173,715 | $14.6M | 0.04% | +17,327+11.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174,292 | $14.6M | 0.04% | +16,803+10.7% | Added |
| Bank of Montreal | 168,831 | $14.7M | 0.01% | +17,760+11.8% | Added |
| Prudential Financial Inc | 200,286 | $16.8M | 0.03% | −918−0.5% | Reduced |
| Intech Investment Management LLC | 205,428 | $17.2M | 0.13% | +112,574+121.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 207,000 | $17.4M | 0.09% | +207,000 | New |
| Swedbank AB | 209,178 | $17.6M | 0.04% | +27,241+15.0% | Added |
| Umb Bank N A | 210,003 | $17.6M | 0.28% | +201,182+2,280.7% | Added |
| AE Wealth Management LLC | 223,308 | $18.7M | 0.14% | +70,659+46.3% | Added |
| Ensign Peak Advisors, Inc | 227,353 | $19.1M | 0.04% | +64,338+39.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 235,848 | $19.8M | 0.07% | +58,839+33.2% | Added |
| Twinbeech Capital LP | 235,930 | $19.8M | 0.38% | +235,930 | New |
| KBC Group NV | 236,534 | $19.9M | 0.10% | −96,316−28.9% | Reduced |
| The PNC Financial Services Group, Inc. | 238,278 | $20.0M | 0.02% | −5,567−2.3% | Reduced |
| LSV Asset Management | 239,100 | $20.1M | 0.04% | −64,329−21.2% | Reduced |
| Ossiam | 240,979 | $20.2M | 0.52% | +64,029+36.2% | Added |
| Wells Fargo & Company | 243,548 | $20.4M | 0.01% | −2,724−1.1% | Reduced |
| Principal Financial Group Inc | 270,296 | $22.7M | 0.02% | +7,472+2.8% | Added |
| BNP Paribas Arbitrage, SA | 270,490 | $22.7M | 0.06% | +63,475+30.7% | Added |
| Qube Research & Technologies Ltd | 272,774 | $22.9M | 0.14% | +272,774 | New |
| New York State Common Retirement Fund | 278,152 | $23.3M | 0.03% | +810.0% | Added |
| Great West Life Assurance Co | 289,465 | $24.4M | 0.06% | +15,674+5.7% | Added |
| Storebrand Asset Management AS | 294,590 | $24.7M | 0.14% | +63,440+27.4% | Added |
| AQR Capital Management LLC | 295,654 | $24.8M | 0.06% | +135,670+84.8% | Added |
| State Board of Administration of Florida Retirement System | 296,929 | $24.9M | 0.06% | −5,090−1.7% | Reduced |
| Price T Rowe Associates Inc | 302,226 | $25.4M | 0.00% | −1,537−0.5% | Reduced |
| UBS Group AG | 311,937 | $26.2M | 0.01% | +108,332+53.2% | Added |
| New York State Teachers Retirement System | 316,144 | $26.5M | 0.07% | +10,375+3.4% | Added |
| GW Henssler & Associates Ltd | 328,012 | $27.5M | 1.93% | −2,982−0.9% | Reduced |
| Argent Capital Management LLC | 335,143 | $28.1M | 1.01% | −1,816−0.5% | Reduced |
| Alliancebernstein L.P. | 335,590 | $28.2M | 0.01% | +2,168+0.7% | Added |
| Franklin Resources Inc | 340,059 | $28.5M | 0.01% | +303,168+821.8% | Added |
| Brandywine Global Investment Management, LLC | 350,188 | $29.4M | 0.23% | +89,176+34.2% | Added |
| AXA S.A. | 350,562 | $29.4M | 0.11% | +1,814+0.5% | Added |
| Citigroup Inc | 367,391 | $30.8M | 0.04% | +170,913+87.0% | Added |
| National Pension Service | 392,034 | $32.9M | 0.06% | −34,433−8.1% | Reduced |
| Envestnet Asset Management Inc | 399,665 | $33.5M | 0.02% | +118,684+42.2% | Added |
| North Star Asset Management Inc | 401,762 | $33.7M | 2.10% | −43,477−9.8% | Reduced |
| JPMorgan Chase & Co | 418,439 | $35.1M | 0.00% | −15,886−3.7% | Reduced |
| California State Teachers Retirement System | 430,580 | $36.1M | 0.06% | +3,319+0.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 471,373 | $39.5M | 0.30% | +239,565+103.3% | Added |
| Fort Washington Investment Advisors Inc | 482,566 | $40.5M | 0.31% | +1,394+0.3% | Added |
| Rhumbline Advisers | 499,965 | $42.0M | 0.06% | +12,999+2.7% | Added |
| Barclays PLC | 531,667 | $44.6M | 0.04% | +58,443+12.3% | Added |
| Nuveen Asset Management, LLC | 582,335 | $48.9M | 0.02% | −111,859−16.1% | Reduced |
| California Public Employees Retirement System | 592,454 | $49.7M | 0.04% | +11,671+2.0% | Added |
| FMR LLC | 625,716 | $52.5M | 0.01% | +43,674+7.5% | Added |
| HSBC Holdings PLC | 627,633 | $52.7M | 0.07% | −24,684−3.8% | Reduced |
| Deutsche Bank AG | 675,918 | $56.7M | 0.03% | +18,965+2.9% | Added |
| Credit Suisse AG | 784,729 | $65.9M | 0.07% | +434,135+123.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 828,689 | $69.5M | 0.06% | +76,470+10.2% | Added |
| Victory Capital Management Inc | 881,504 | $74.0M | 0.09% | −17,237−1.9% | Reduced |
| Amundi | 865,353 | $77.2M | 0.04% | −160,752−15.7% | Reduced |
| Norges Bank | 940,648 | $78.9M | 0.02% | −1,525,506−61.9% | Reduced |
| Ameriprise Financial Inc | 977,220 | $82.0M | 0.03% | −637,511−39.5% | Reduced |
| Swiss National Bank | 1,013,000 | $85.0M | 0.06% | −82,016−7.5% | Reduced |
| UBS Asset Management Americas Inc | 1,264,142 | $106.1M | 0.06% | +185,035+17.1% | Added |
| Mairs & Power Inc | 1,294,917 | $108.7M | 1.31% | −84,981−6.2% | Reduced |
| Legal & General Group Plc | 1,825,898 | $153.2M | 0.06% | −74,008−3.9% | Reduced |
| Goldman Sachs Group Inc | 1,860,673 | $156.1M | 0.04% | +453,349+32.2% | Added |
| Bank of New York Mellon Corp | 1,871,745 | $157.1M | 0.04% | −370,910−16.5% | Reduced |
| Invesco Ltd. | 1,985,655 | $166.6M | 0.05% | −609,662−23.5% | Reduced |
| Royal Bank of Canada | 1,990,969 | $167.1M | 0.05% | −34,459−1.7% | Reduced |
| First Trust Advisors LP | 2,838,085 | $238.2M | 0.28% | +2,255,366+387.0% | Added |
| Wellington Management Group LLP | 3,034,425 | $254.6M | 0.05% | −1,289,922−29.8% | Reduced |
| Dimensional Fund Advisors LP | 3,827,318 | $321.2M | 0.11% | +118,518+3.2% | Added |
| Northern Trust Corp | 3,945,916 | $331.1M | 0.07% | −52,411−1.3% | Reduced |
| Morgan Stanley | 4,514,124 | $378.8M | 0.04% | +1,816,343+67.3% | Added |
| Charles Schwab Investment Management Inc | 4,910,405 | $412.1M | 0.13% | +406,684+9.0% | Added |
| Geode Capital Management, LLC | 5,594,730 | $468.8M | 0.07% | −2,3590.0% | Reduced |
| Capital Research Global Investors | 8,498,045 | $713.2M | 0.22% | −1,651,803−16.3% | Reduced |
| State Street Corp | 11,862,015 | $995.5M | 0.06% | −156,746−1.3% | Reduced |
| Bank of America Corp | 16,825,221 | $1.41B | 0.18% | −2,979,884−15.0% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.52B | 68.85% | 00.0% | Unchanged |
| BlackRock Inc. | 23,502,767 | $1.97B | 0.06% | +1,650,094+7.6% | Added |
| Vanguard Group Inc | 28,280,358 | $2.37B | 0.06% | −193,905−0.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −164,415−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −85,239−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −55,768−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −41,802−100.0% | Sold out |
| Edmp, Inc. | 0 | $0 | 0.00% | −38,752−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −37,525−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −27,709−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −18,942−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −14,619−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −13,457−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −12,263−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −12,107−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,512−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −10,078−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,430−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −8,995−100.0% | Sold out |