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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 36,388 | $3.05M | 0.03% | +6,142+20.3% | Added |
| New York Life Investment Management LLC | 36,138 | $3.03M | 0.03% | −785−2.1% | Reduced |
| Yousif Capital Management, LLC | 36,081 | $3.03M | 0.04% | −1,856−4.9% | Reduced |
| Alaska Permanent Fund Corp | 35,700 | $3.00M | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 35,663 | $2.99M | 0.05% | +35,663 | New |
| Engineers Gate Manager LP | 35,552 | $2.98M | 0.18% | +35,552 | New |
| First Republic Investment Management, Inc. | 35,146 | $2.95M | 0.01% | −148−0.4% | Reduced |
| Vident Investment Advisory, LLC | 35,059 | $2.94M | 0.11% | +3,958+12.7% | Added |
| Dakota Wealth Management | 34,408 | $2.89M | 0.21% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 33,887 | $2.84M | 0.11% | −716−2.1% | Reduced |
| Candriam Luxembourg S.C.A. | 33,862 | $2.84M | 0.02% | −3,179−8.6% | Reduced |
| Arjuna Capital | 32,687 | $2.74M | 1.26% | +540+1.7% | Added |
| Leelyn Smith, LLC | 32,684 | $2.74M | 0.75% | −295−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 32,668 | $2.74M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 32,518 | $2.73M | 0.03% | +419+1.3% | Added |
| Siemens Fonds Invest GmbH | 32,449 | $2.72M | 0.27% | −972−2.9% | Reduced |
| Park Avenue Securities LLC | 32,415 | $2.72M | 0.05% | +6,450+24.8% | Added |
| Texas Permanent School Fund | 32,331 | $2.71M | 0.04% | −466−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,252 | $2.71M | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 31,653 | $2.66M | 0.01% | +31,653 | New |
| Van Eck Associates Corp | 31,265 | $2.62M | 0.01% | +31,265 | New |
| Hancock Whitney Corp | 31,184 | $2.62M | 0.10% | −808−2.5% | Reduced |
| US Bancorp | 30,707 | $2.58M | 0.00% | −267−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 30,425 | $2.55M | 0.04% | +30,425 | New |
| Mount Lucas Management LP | 30,370 | $2.55M | 0.84% | −16,777−35.6% | Reduced |
| La Banque Postale Asset Management SA | 29,988 | $2.52M | 0.07% | +29,988 | New |
| Wakefield Asset Management LLLP | 29,666 | $2.49M | 1.05% | −3,794−11.3% | Reduced |
| Xponance, Inc. | 29,513 | $2.48M | 0.04% | +3,620+14.0% | Added |
| Janus Henderson Group PLC | 29,072 | $2.44M | 0.00% | +4,129+16.6% | Added |
| Mackenzie Financial Corp | 28,911 | $2.43M | 0.00% | −1,438−4.7% | Reduced |
| Truist Financial Corp | 28,647 | $2.40M | 0.00% | −517−1.8% | Reduced |
| Nissay Asset Management Corp | 28,109 | $2.36M | 0.02% | +596+2.2% | Added |
| National Bank of Canada | 27,118 | $2.27M | 0.01% | +5,906+27.8% | Added |
| Czech National Bank | 26,642 | $2.24M | 0.06% | −271−1.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 26,041 | $2.18M | 0.25% | −5,700−18.0% | Reduced |
| Donoghue Forlines LLC | 25,971 | $2.18M | 0.77% | +10,561+68.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 25,289 | $2.12M | 1.87% | +656+2.7% | Added |
| Ontario Teachers Pension Plan Board | 25,240 | $2.12M | 0.02% | +809+3.3% | Added |
| Cetera Advisor Networks LLC | 24,805 | $2.08M | 0.02% | +6,438+35.1% | Added |
| Janney Montgomery Scott LLC | 24,770 | $2.08M | 0.01% | +548+2.3% | Added |
| Illinois Municipal Retirement Fund | 24,627 | $2.07M | 0.05% | +4,947+25.1% | Added |
| Mariner, LLC | 24,448 | $2.05M | 0.01% | +3,081+14.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 23,698 | $1.99M | 0.51% | +23,698 | New |
| Westpac Banking Corp | 23,648 | $1.98M | 0.03% | +531+2.3% | Added |
| STRS Ohio | 23,268 | $1.95M | 0.01% | +1,925+9.0% | Added |
| Columbus Macro, LLC | 23,133 | $1.94M | 0.75% | −2,095−8.3% | Reduced |
| Ascent Group, LLC | 23,061 | $1.94M | 0.23% | +1,707+8.0% | Added |
| Bank of Nova Scotia | 23,038 | $1.93M | 0.01% | −40.0% | Reduced |
| Hartford Investment Management Co | 22,947 | $1.93M | 0.06% | −1,370−5.6% | Reduced |
| Private Advisor Group, LLC | 34,082 | $1.92M | 0.10% | +4,063+13.5% | Added |
| Stifel Financial Corp | 22,485 | $1.89M | 0.00% | −1,057−4.5% | Reduced |
| MML Investors Services, LLC | 22,344 | $1.88M | 0.01% | +9,485+73.8% | Added |
| Teachers Retirement System of the State of Kentucky | 22,109 | $1.85M | 0.02% | 00.0% | Unchanged |
| 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 |
| Banque Pictet & Cie SA | 22,063 | $1.85M | 0.02% | −1,042−4.5% | Reduced |
| Creative Planning | 21,782 | $1.83M | 0.00% | +2,830+14.9% | Added |
| Vestcor Inc | 21,698 | $1.82M | 0.07% | −46−0.2% | Reduced |
| M&T Bank Corp | 21,151 | $1.78M | 0.01% | +1,420+7.2% | Added |
| Natixis | 20,610 | $1.73M | 0.01% | +5,328+34.9% | Added |
| Northwestern Mutual Wealth Management Co | 20,398 | $1.71M | 0.00% | +2,203+12.1% | Added |
| CoreCap Advisors, LLC | 20,391 | $1.71M | 0.12% | +3,093+17.9% | Added |
| Holocene Advisors, LP | 19,707 | $1.65M | 0.01% | +19,707 | New |
| JustInvest LLC | 19,517 | $1.64M | 0.07% | −82−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,394 | $1.63M | 0.03% | +155+0.8% | Added |
| Thrivent Financial for Lutherans | 19,187 | $1.62M | 0.00% | +2,757+16.8% | Added |
| Elo Mutual Pension Insurance Co | 19,294 | $1.62M | 0.06% | +316+1.7% | Added |
| Maryland State Retirement & Pension System | 19,249 | $1.62M | 0.05% | +19,249 | New |
| Eqis Capital Management, Inc. | 19,149 | $1.61M | 0.18% | −2,035−9.6% | Reduced |
| Kingsview Wealth Management, LLC | 19,072 | $1.60M | 0.07% | −25,907−57.6% | Reduced |
| Securian Asset Management, Inc | 18,953 | $1.59M | 0.04% | +208+1.1% | Added |
| Foster & Motley Inc | 18,936 | $1.59M | 0.14% | +4,258+29.0% | Added |
| Daiwa Securities Group Inc. | 18,922 | $1.59M | 0.01% | +1,687+9.8% | Added |
| Oppenheimer & Co Inc | 18,855 | $1.58M | 0.04% | −498−2.6% | Reduced |
| Venture Visionary Partners LLC | 18,645 | $1.56M | 0.11% | +2,248+13.7% | Added |
| Montag A & Associates Inc | 18,576 | $1.56M | 0.10% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 18,224 | $1.53M | 0.06% | +80+0.4% | Added |
| Paradigm Financial Partners, LLC | 17,235 | $1.51M | 0.44% | +245+1.4% | Added |
| Headlands Technologies LLC | 17,590 | $1.48M | 1.17% | +17,590 | New |
| Crossmark Global Holdings, Inc. | 17,482 | $1.47M | 0.04% | −1,452−7.7% | Reduced |
| Prudential PLC | 17,473 | $1.47M | 0.02% | +9,795+127.6% | Added |
| Redwood Investment Management, LLC | 17,396 | $1.46M | 0.19% | −36−0.2% | Reduced |
| Financial Advisory Service, Inc. | 17,134 | $1.44M | 0.16% | +2,343+15.8% | Added |
| Intrua Financial, LLC | 16,482 | $1.43M | 0.33% | +3,318+25.2% | Added |
| Nordea Investment Management AB | 16,440 | $1.39M | 0.00% | +317+2.0% | Added |
| ARGI Investment Services, LLC | 16,295 | $1.37M | 0.04% | −342−2.1% | Reduced |
| Investment Management Corp of Ontario | 16,103 | $1.35M | 0.07% | +16,103 | New |
| Syntal Capital Partners, LLC | 15,918 | $1.34M | 0.53% | +15,918 | New |
| Renaissance Technologies LLC | 15,822 | $1.33M | 0.00% | +15,822 | New |
| GoalVest Advisory LLC | 15,818 | $1.33M | 0.86% | +1,021+6.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,428 | $1.29M | 0.19% | +7,679+99.1% | Added |
| D.A. Davidson & Co. | 14,748 | $1.24M | 0.01% | −433−2.9% | Reduced |
| Louisiana State Employees Retirement System | 14,700 | $1.23M | 0.03% | −100−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,489 | $1.22M | 0.00% | −6,973−32.5% | Reduced |
| Glenmede Trust Co NA | 14,475 | $1.21M | 0.01% | −151,569−91.3% | Reduced |
| Rockland Trust Co | 14,132 | $1.19M | 0.08% | −3,385−19.3% | Reduced |
| Greenwood Capital Associates LLC | 14,074 | $1.18M | 0.19% | −7,898−35.9% | Reduced |
| Glaxis Capital Management, LLC | 14,005 | $1.18M | 15.91% | +226+1.6% | Added |
| Toroso Investments, LLC | 13,931 | $1.17M | 0.04% | −3,916−21.9% | Reduced |
| Veritable, L.P. | 13,886 | $1.17M | 0.02% | −2,388−14.7% | Reduced |