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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 114,201 | $9.58M | 0.14% | +300+0.3% | Added |
| Susquehanna International Group, LLP | 113,919 | $9.56M | 0.02% | +65,224+133.9% | Added |
| Marshall Wace, LLP | 113,594 | $9.53M | 0.02% | +113,594 | New |
| Robeco Institutional Asset Management B.V. | 112,093 | $9.41M | 0.03% | +9,721+9.5% | Added |
| Nisa Investment Advisors, LLC | 110,945 | $9.31M | 0.07% | +21,456+24.0% | Added |
| Teacher Retirement System of Texas | 110,639 | $9.29M | 0.07% | +74,545+206.5% | Added |
| Baird Financial Group, Inc. | 109,102 | $9.16M | 0.02% | −2,316−2.1% | Reduced |
| Treasurer of the State of North Carolina | 108,611 | $9.12M | 0.06% | −510−0.5% | Reduced |
| Churchill Management Corp | 108,314 | $9.09M | 0.22% | +3,730+3.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 105,152 | $8.82M | 0.05% | +88,552+533.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $8.81M | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 104,879 | $8.80M | 0.04% | −52,513−33.4% | Reduced |
| Aviva PLC | 103,241 | $8.66M | 0.04% | −52,161−33.6% | Reduced |
| LPL Financial LLC | 100,637 | $8.45M | 0.01% | +5,067+5.3% | Added |
| Asset Management One Co.,Ltd. | 98,420 | $8.41M | 0.04% | −9,368−8.7% | Reduced |
| Royal London Asset Management Ltd | 98,844 | $8.29M | 0.04% | −1,261−1.3% | Reduced |
| Raymond James & Associates | 98,163 | $8.24M | 0.01% | −859−0.9% | Reduced |
| Handelsbanken Fonder AB | 95,395 | $8.01M | 0.05% | +3,290+3.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 91,858 | $7.71M | 0.11% | +4,065+4.6% | Added |
| DekaBank Deutsche Girozentrale | 89,829 | $7.57M | 0.02% | +11,351+14.5% | Added |
| AMG National Trust Bank | 88,840 | $7.46M | 0.27% | −28,228−24.1% | Reduced |
| Allianz Asset Management GmbH | 88,492 | $7.43M | 0.02% | +11,339+14.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,105 | $7.39M | 0.04% | −1,712−1.9% | Reduced |
| Rafferty Asset Management, LLC | 87,638 | $7.35M | 0.06% | +8,027+10.1% | Added |
| Macquarie Group Ltd | 85,414 | $7.17M | 0.01% | +15,310+21.8% | Added |
| Dorsey & Whitney Trust CO LLC | 85,013 | $7.13M | 0.70% | −1,330−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 84,135 | $7.06M | 0.02% | −21,842−20.6% | Reduced |
| Voya Investment Management LLC | 84,010 | $7.05M | 0.01% | +274+0.3% | Added |
| NewSquare Capital LLC | 82,760 | $6.95M | 0.87% | +5,335+6.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 81,110 | $6.81M | 0.02% | +11,809+17.0% | Added |
| TD Asset Management Inc | 79,301 | $6.65M | 0.01% | −390−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 77,543 | $6.51M | 0.03% | +9,484+13.9% | Added |
| Amalgamated Bank | 76,494 | $6.42M | 0.06% | +14,881+24.2% | Added |
| Standard Life Aberdeen plc | 75,717 | $6.35M | 0.02% | +5,819+8.3% | Added |
| Oregon Public Employees Retirement Fund | 75,641 | $6.35M | 0.08% | +23,918+46.2% | Added |
| State of Michigan Retirement System | 75,580 | $6.34M | 0.04% | +6,806+9.9% | Added |
| CIBC World Markets Corp | 75,300 | $6.32M | 0.04% | +37,022+96.7% | Added |
| Tredje AP-fonden | 74,729 | $6.27M | 0.11% | +3,020+4.2% | Added |
| State of Tennessee, Treasury Department | 74,704 | $6.27M | 0.03% | −2,830−3.7% | Reduced |
| Retirement Systems of Alabama | 72,900 | $6.12M | 0.03% | −4,089−5.3% | Reduced |
| PGGM Investments | 71,294 | $5.98M | 0.10% | −3,066−4.1% | Reduced |
| Jane Street Group, LLC | 71,010 | $5.96M | 0.01% | −36,334−33.8% | Reduced |
| Arizona State Retirement System | 70,548 | $5.92M | 0.06% | +1,169+1.7% | Added |
| Nomura Asset Management Co Ltd | 68,106 | $5.72M | 0.03% | +211+0.3% | Added |
| Natixis Advisors, L.P. | 66,554 | $5.58M | 0.02% | +1,736+2.7% | Added |
| Wealthfront Advisers LLC | 65,018 | $5.46M | 0.03% | −2,755−4.1% | Reduced |
| USS Investment Management Ltd | 64,262 | $5.39M | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 59,872 | $5.35M | 0.04% | +17,578+41.6% | Added |
| Beacon Financial Group | 63,323 | $5.31M | 0.73% | −1,130−1.8% | Reduced |
| Hoylecohen, LLC | 62,817 | $5.27M | 0.52% | −1,260−2.0% | Reduced |
| American International Group, Inc. | 62,000 | $5.20M | 0.04% | −1,284−2.0% | Reduced |
| Cubist Systematic Strategies, LLC | 61,824 | $5.19M | 0.04% | −7,894−11.3% | Reduced |
| Ergoteles LLC | 60,773 | $5.10M | 0.19% | +39,353+183.7% | Added |
| DnB Asset Management AS | 59,960 | $5.03M | 0.04% | +3,843+6.8% | Added |
| American Century Companies Inc | 59,895 | $5.03M | 0.00% | +12,662+26.8% | Added |
| Assenagon Asset Management S.A. | 59,825 | $5.02M | 0.02% | +54,291+981.0% | Added |
| MetLife Investment Management | 59,726 | $5.01M | 0.04% | −2,102−3.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 59,296 | $4.98M | 0.02% | +59,296 | New |
| Bridgewater Associates, LP | 58,518 | $4.91M | 0.03% | +21,970+60.1% | Added |
| Dean Investment Associates, LLC | 57,750 | $4.85M | 0.82% | +9,568+19.9% | Added |
| Captrust Financial Advisors | 57,688 | $4.84M | 0.02% | +22,224+62.7% | Added |
| Dynamic Technology Lab Private Ltd | 57,146 | $4.80M | 0.48% | +57,146 | New |
| Schonfeld Strategic Advisors LLC | 55,505 | $4.66M | 0.04% | −10,045−15.3% | Reduced |
| Public Sector Pension Investment Board | 55,139 | $4.63M | 0.04% | +6,435+13.2% | Added |
| D. E. Shaw & Co., Inc. | 55,077 | $4.62M | 0.01% | +18,168+49.2% | Added |
| BerganKDV Wealth Management, LLC | 54,924 | $4.61M | 0.50% | −2,424−4.2% | Reduced |
| APG Asset Management N.V. | 54,812 | $4.60M | 0.01% | −1,935−3.4% | Reduced |
| Unison Advisors LLC | 54,681 | $4.59M | 0.60% | +480+0.9% | Added |
| Citadel Advisors LLC | 52,543 | $4.41M | 0.01% | −18,298−25.8% | Reduced |
| Advisors Asset Management, Inc. | 52,419 | $4.40M | 0.09% | +14,661+38.8% | Added |
| Schroder Investment Management Group | 52,275 | $4.39M | 0.01% | −2,100−3.9% | Reduced |
| Forsta Ap-Fonden | 52,100 | $4.37M | 0.05% | +4,100+8.5% | Added |
| Guggenheim Capital LLC | 51,808 | $4.35M | 0.04% | −9,045−14.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 51,023 | $4.28M | 0.50% | +51,023 | New |
| IFM Investors Pty Ltd | 49,954 | $4.19M | 0.07% | 00.0% | Unchanged |
| EHP Funds Inc. | 49,230 | $4.13M | 0.87% | +22,470+84.0% | Added |
| CIBC World Markets Inc. | 48,102 | $4.04M | 0.02% | +22,911+90.9% | Added |
| Freestone Capital Holdings, LLC | 45,852 | $3.85M | 0.18% | −3,214−6.6% | Reduced |
| SEI Investments Co | 45,607 | $3.83M | 0.01% | +37,442+458.6% | Added |
| ProShare Advisors LLC | 44,710 | $3.75M | 0.01% | +1,335+3.1% | Added |
| Neuberger Berman Group LLC | 44,337 | $3.72M | 0.00% | +28,024+171.8% | Added |
| Gulf International Bank (UK) Ltd | 44,221 | $3.71M | 0.07% | 00.0% | Unchanged |
| Utah Retirement Systems | 43,013 | $3.61M | 0.06% | −1,300−2.9% | Reduced |
| Iowa State Bank | 42,874 | $3.60M | 0.90% | −743−1.7% | Reduced |
| CIBC Asset Management Inc | 42,453 | $3.56M | 0.02% | −1,800−4.1% | Reduced |
| Occudo Quantitative Strategies LP | 42,101 | $3.53M | 0.41% | +42,101 | New |
| Teamwork Financial Advisors, LLC | 41,930 | $3.52M | 0.71% | +41,930 | New |
| Trexquant Investment LP | 41,137 | $3.45M | 0.10% | +2,491+6.4% | Added |
| LMR Partners LLP | 40,321 | $3.38M | 0.08% | +20,277+101.2% | Added |
| Meritage Portfolio Management | 39,709 | $3.33M | 0.26% | +1,666+4.4% | Added |
| Andra AP-fonden | 39,300 | $3.30M | 0.10% | +10,000+34.1% | Added |
| Worldquant Millennium Advisors LLC | 38,660 | $3.24M | 0.07% | +38,660 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,465 | $3.23M | 0.03% | +4,561+13.5% | Added |
| Millennium Management LLC | 38,292 | $3.21M | 0.00% | −34,937−47.7% | Reduced |
| HighTower Advisors, LLC | 37,700 | $3.16M | 0.01% | +2,574+7.3% | Added |
| Ethic Inc. | 37,698 | $3.16M | 0.17% | +8,004+27.0% | Added |
| Cetera Investment Advisers | 37,110 | $3.11M | 0.03% | +5,256+16.5% | Added |
| Old National Bancorp | 36,874 | $3.10M | 0.10% | −27,115−42.4% | Reduced |
| 1832 Asset Management L.P. | 36,503 | $3.06M | 0.01% | +14,112+63.0% | Added |
| State of Alaska, Department of Revenue | 36,474 | $3.06M | 0.04% | −535−1.4% | Reduced |