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, Q1 2023
Institutional positions in Principal Financial Group Inc as of Mar 31, 2023. 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
- 745
- −22 vs. Q4 2022
- Shares held
- 184.6M
- +50.1K (0.0%) vs. Q4 2022
- Total value
- $13.4B
- −$2.05B (−13.2%) vs. Q4 2022
- New holders
- 71
- 279 more added
- Sold out
- 93
- 246 more reduced
17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,740,178 | $2.21B | 0.06% | +1,459,820+5.2% | Added |
| BlackRock Inc. | 21,447,933 | $1.59B | 0.05% | −2,054,834−8.7% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.35B | 67.51% | 00.0% | Unchanged |
| Bank of America Corp | 16,593,788 | $1.23B | 0.14% | −231,433−1.4% | Reduced |
| State Street Corp | 9,888,150 | $734.9M | 0.04% | −1,973,865−16.6% | Reduced |
| Capital Research Global Investors | 8,335,972 | $619.5M | 0.18% | −162,073−1.9% | Reduced |
| Geode Capital Management, LLC | 5,515,839 | $409.3M | 0.05% | −78,891−1.4% | Reduced |
| First Trust Advisors LP | 4,902,024 | $364.3M | 0.42% | +2,063,939+72.7% | Added |
| Northern Trust Corp | 3,958,748 | $294.2M | 0.06% | +12,832+0.3% | Added |
| Dimensional Fund Advisors LP | 3,645,475 | $270.9M | 0.09% | −181,843−4.8% | Reduced |
| Wellington Management Group LLP | 2,977,457 | $221.3M | 0.04% | −56,968−1.9% | Reduced |
| Morgan Stanley | 2,893,864 | $215.1M | 0.02% | −1,620,260−35.9% | Reduced |
| Norges Bank | 2,641,254 | $196.3M | 0.04% | +1,700,606+180.8% | Added |
| Goldman Sachs Group Inc | 2,379,225 | $176.8M | 0.05% | +518,552+27.9% | Added |
| Royal Bank of Canada | 2,164,641 | $160.9M | 0.05% | +173,672+8.7% | Added |
| Legal & General Group Plc | 1,817,299 | $135.1M | 0.05% | −8,599−0.5% | Reduced |
| Bank of New York Mellon Corp | 1,809,743 | $134.5M | 0.03% | −62,002−3.3% | Reduced |
| Invesco Ltd. | 1,799,708 | $133.8M | 0.04% | −185,947−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,281,221 | $95.2M | 0.03% | −3,629,184−73.9% | Reduced |
| Mairs & Power Inc | 1,218,735 | $90.6M | 1.05% | −76,182−5.9% | Reduced |
| UBS Asset Management Americas Inc | 1,109,980 | $82.5M | 0.04% | −154,162−12.2% | Reduced |
| Swiss National Bank | 971,100 | $72.2M | 0.05% | −41,900−4.1% | Reduced |
| Credit Suisse AG | 792,476 | $58.9M | 0.06% | +7,747+1.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 745,097 | $55.4M | 0.04% | −83,592−10.1% | Reduced |
| Victory Capital Management Inc | 713,996 | $53.1M | 0.06% | −167,508−19.0% | Reduced |
| Amundi | 654,333 | $47.8M | 0.03% | −211,020−24.4% | Reduced |
| Barclays PLC | 642,116 | $47.7M | 0.05% | +110,449+20.8% | Added |
| FMR LLC | 630,408 | $46.9M | 0.00% | +4,692+0.7% | Added |
| Balyasny Asset Management LLC | 625,035 | $46.5M | 0.15% | +625,035 | New |
| Deutsche Bank AG | 616,822 | $45.8M | 0.03% | −59,096−8.7% | Reduced |
| HSBC Holdings PLC | 615,918 | $45.7M | 0.06% | −11,715−1.9% | Reduced |
| AQR Capital Management LLC | 612,526 | $44.9M | 0.10% | +316,872+107.2% | Added |
| Nuveen Asset Management, LLC | 573,994 | $42.7M | 0.02% | −8,341−1.4% | Reduced |
| California Public Employees Retirement System | 521,696 | $38.8M | 0.03% | −70,758−11.9% | Reduced |
| Rhumbline Advisers | 520,830 | $38.7M | 0.05% | +20,865+4.2% | Added |
| Assetmark, Inc | 495,350 | $36.8M | 0.15% | +493,146+22,375.0% | Added |
| Fort Washington Investment Advisors Inc | 488,013 | $36.3M | 0.27% | +5,447+1.1% | Added |
| JPMorgan Chase & Co | 481,562 | $35.8M | 0.00% | +63,123+15.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 469,583 | $34.9M | 0.24% | −1,790−0.4% | Reduced |
| California State Teachers Retirement System | 420,679 | $31.3M | 0.05% | −9,901−2.3% | Reduced |
| Allianz Asset Management GmbH | 407,013 | $30.2M | 0.06% | +318,521+359.9% | Added |
| Brandywine Global Investment Management, LLC | 398,751 | $29.6M | 0.24% | +48,563+13.9% | Added |
| North Star Asset Management Inc | 391,444 | $29.1M | 1.71% | −10,318−2.6% | Reduced |
| Envestnet Asset Management Inc | 4,124,958 | $28.8M | 0.01% | +3,725,293+932.1% | Added |
| National Pension Service | 369,024 | $27.4M | 0.05% | −23,010−5.9% | Reduced |
| Alliancebernstein L.P. | 359,156 | $26.7M | 0.01% | +23,566+7.0% | Added |
| Citigroup Inc | 350,424 | $26.0M | 0.03% | −16,967−4.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 345,951 | $25.7M | 0.07% | +286,655+483.4% | Added |
| UBS Group AG | 336,592 | $25.0M | 0.01% | +24,655+7.9% | Added |
| Argent Capital Management LLC | 335,768 | $25.0M | 0.86% | +625+0.2% | Added |
| Ergoteles LLC | 330,112 | $24.5M | 0.96% | +269,339+443.2% | Added |
| GW Henssler & Associates Ltd | 323,209 | $24.0M | 1.60% | −4,803−1.5% | Reduced |
| AustralianSuper Pty Ltd | 319,917 | $23.8M | 0.16% | +168,900+111.8% | Added |
| New York State Teachers Retirement System | 310,256 | $23.1M | 0.05% | −5,888−1.9% | Reduced |
| Squarepoint Ops LLC | 308,526 | $22.9M | 0.16% | +180,022+140.1% | Added |
| Price T Rowe Associates Inc | 307,247 | $22.8M | 0.00% | +5,021+1.7% | Added |
| Susquehanna International Group, LLP | 298,536 | $22.2M | 0.03% | +184,617+162.1% | Added |
| Storebrand Asset Management AS | 298,243 | $22.2M | 0.11% | +3,653+1.2% | Added |
| State Board of Administration of Florida Retirement System | 296,889 | $22.1M | 0.05% | −400.0% | Reduced |
| Great West Life Assurance Co | 280,833 | $20.9M | 0.05% | −8,632−3.0% | Reduced |
| Principal Financial Group Inc | 274,837 | $20.4M | 0.01% | +4,541+1.7% | Added |
| BNP Paribas Arbitrage, SA | 272,979 | $20.3M | 0.04% | +2,489+0.9% | Added |
| Intech Investment Management LLC | 271,250 | $20.2M | 0.16% | +65,822+32.0% | Added |
| New York State Common Retirement Fund | 265,861 | $19.8M | 0.03% | −12,291−4.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 247,513 | $18.4M | 0.29% | +88,659+55.8% | Added |
| AE Wealth Management LLC | 239,138 | $17.8M | 0.11% | +15,830+7.1% | Added |
| The PNC Financial Services Group, Inc. | 234,743 | $17.4M | 0.02% | −3,535−1.5% | Reduced |
| Wells Fargo & Company | 234,403 | $17.4M | 0.01% | −9,145−3.8% | Reduced |
| Ensign Peak Advisors, Inc | 233,945 | $17.4M | 0.04% | +6,592+2.9% | Added |
| Ameriprise Financial Inc | 230,023 | $17.1M | 0.01% | −747,197−76.5% | Reduced |
| KBC Group NV | 229,737 | $17.1M | 0.07% | −6,797−2.9% | Reduced |
| LSV Asset Management | 228,300 | $17.0M | 0.04% | −10,800−4.5% | Reduced |
| Korea Investment CORP | 227,088 | $16.9M | 0.05% | +55,527+32.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 218,322 | $16.2M | 0.06% | −17,526−7.4% | Reduced |
| Umb Bank N A | 212,794 | $15.8M | 0.25% | +2,791+1.3% | Added |
| Swedbank AB | 205,162 | $15.2M | 0.03% | −4,016−1.9% | Reduced |
| Mercer Global Advisors Inc | 203,761 | $15.1M | 0.07% | +75,780+59.2% | Added |
| Prudential Financial Inc | 203,091 | $14.2M | 0.02% | +2,805+1.4% | Added |
| Marshall Wace, LLP | 189,363 | $14.1M | 0.03% | +75,769+66.7% | Added |
| Millennium Management LLC | 185,156 | $13.8M | 0.02% | +146,864+383.5% | Added |
| HRT Financial LP | 184,724 | $13.7M | 0.17% | +176,464+2,136.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184,702 | $13.7M | 0.03% | +10,410+6.0% | Added |
| Russell Investments Group, Ltd. | 183,103 | $13.6M | 0.03% | +39,798+27.8% | Added |
| Brookfield Asset Management Inc. | 177,840 | $13.2M | 0.05% | +177,840 | New |
| Bank of Montreal | 174,111 | $12.9M | 0.01% | +5,280+3.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 169,396 | $12.6M | 0.03% | −4,319−2.5% | Reduced |
| Achmea Investment Management B.V. | 162,850 | $12.1M | 0.35% | +36,461+28.8% | Added |
| Manufacturers Life Insurance Company, The | 161,209 | $12.0M | 0.01% | −6,502−3.9% | Reduced |
| Pictet Asset Management SA | 155,395 | $11.5M | 0.01% | +25,277+19.4% | Added |
| NewEdge Wealth, LLC | 150,481 | $11.2M | 0.42% | +150,481 | New |
| Public Employees Retirement System of Ohio | 140,127 | $10.4M | 0.04% | +15,977+12.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 139,101 | $10.3M | 0.06% | +128,493+1,211.3% | Added |
| State of New Jersey Common Pension Fund D | 135,746 | $10.1M | 0.04% | −5,864−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 133,863 | $9.95M | 0.02% | +16,556+14.1% | Added |
| Sound Income Strategies, LLC | 133,310 | $9.91M | 1.08% | +12,902+10.7% | Added |
| State of Wisconsin Investment Board | 133,105 | $9.89M | 0.03% | −671−0.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 132,237 | $9.83M | 0.04% | +1,357+1.0% | Added |
| Commerce Bank | 131,871 | $9.80M | 0.08% | +11,688+9.7% | Added |
| Advisor Group Holdings, Inc. | 131,088 | $9.74M | 0.02% | −6,425−4.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 128,680 | $9.56M | 0.10% | +4,000+3.2% | Added |