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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 22,632 | $1.68M | 0.00% | +8,143+56.2% | Added |
| Columbus Macro, LLC | 22,822 | $1.70M | 0.63% | −311−1.3% | Reduced |
| Truist Financial Corp | 23,015 | $1.71M | 0.00% | −5,632−19.7% | Reduced |
| Conning Inc. | 23,065 | $1.71M | 0.06% | +986+4.5% | Added |
| Old National Bancorp | 23,631 | $1.76M | 0.05% | −13,243−35.9% | Reduced |
| Westpac Banking Corp | 23,648 | $1.76M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 24,088 | $1.79M | 0.00% | +1,603+7.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 24,111 | $1.79M | 1.67% | −1,178−4.7% | Reduced |
| JustInvest LLC | 24,350 | $1.81M | 0.06% | +4,833+24.8% | Added |
| Ontario Teachers Pension Plan Board | 24,384 | $1.81M | 0.02% | −856−3.4% | Reduced |
| Cetera Advisor Networks LLC | 24,510 | $1.82M | 0.01% | −295−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 24,627 | $1.83M | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 25,008 | $1.86M | 0.54% | +20,675+477.2% | Added |
| Investment Management Corp of Ontario | 25,533 | $1.90M | 0.08% | +9,430+58.6% | Added |
| Candriam Luxembourg S.C.A. | 27,793 | $1.90M | 0.01% | −6,069−17.9% | Reduced |
| Mariner, LLC | 25,757 | $1.91M | 0.01% | +1,309+5.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 26,041 | $1.93M | 0.20% | 00.0% | Unchanged |
| Ascent Group, LLC | 26,038 | $1.94M | 0.21% | +2,977+12.9% | Added |
| Czech National Bank | 26,840 | $1.99M | 0.05% | +198+0.7% | Added |
| Nissay Asset Management Corp | 26,847 | $2.00M | 0.02% | −1,262−4.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 27,087 | $2.01M | 0.47% | +3,389+14.3% | Added |
| Foster & Motley Inc | 27,558 | $2.05M | 0.17% | +8,622+45.5% | Added |
| Hancock Whitney Corp | 28,375 | $2.11M | 0.08% | −2,809−9.0% | Reduced |
| Mackenzie Financial Corp | 28,720 | $2.13M | 0.00% | −191−0.7% | Reduced |
| La Banque Postale Asset Management SA | 28,753 | $2.14M | 0.05% | −1,235−4.1% | Reduced |
| CIBC World Markets Corp | 29,892 | $2.22M | 0.04% | −45,408−60.3% | Reduced |
| BerganKDV Wealth Management, LLC | 29,921 | $2.22M | 0.23% | −25,003−45.5% | Reduced |
| Public Employees Retirement Association of Colorado | 29,949 | $2.23M | 0.01% | −2,719−8.3% | Reduced |
| CI Private Wealth, LLC | 30,048 | $2.23M | 0.01% | −1,605−5.1% | Reduced |
| STRS Ohio | 30,880 | $2.29M | 0.01% | +7,612+32.7% | Added |
| Private Advisor Group, LLC | 31,110 | $2.31M | 0.02% | −2,972−8.7% | Reduced |
| Xponance, Inc. | 31,119 | $2.31M | 0.03% | +1,606+5.4% | Added |
| Mount Lucas Management LP | 32,038 | $2.38M | 0.81% | +1,668+5.5% | Added |
| Gulf International Bank (UK) Ltd | 32,185 | $2.39M | 0.05% | −12,036−27.2% | Reduced |
| Siemens Fonds Invest GmbH | 32,425 | $2.41M | 0.25% | −24−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 32,533 | $2.42M | 0.02% | −22,972−41.4% | Reduced |
| Van Eck Associates Corp | 32,557 | $2.42M | 0.01% | +1,292+4.1% | Added |
| Mutual of America Capital Management LLC | 32,572 | $2.42M | 0.03% | +54+0.2% | Added |
| Leelyn Smith, LLC | 32,725 | $2.43M | 0.62% | +41+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 33,445 | $2.49M | 0.07% | +31,230+1,409.9% | Added |
| Yousif Capital Management, LLC | 33,881 | $2.52M | 0.03% | −2,200−6.1% | Reduced |
| Neuberger Berman Group LLC | 33,978 | $2.53M | 0.00% | −10,359−23.4% | Reduced |
| Avantax Planning Partners, Inc. | 34,046 | $2.53M | 0.10% | +159+0.5% | Added |
| US Bancorp | 34,106 | $2.53M | 0.00% | +3,399+11.1% | Added |
| Quantbot Technologies LP | 34,168 | $2.54M | 0.18% | +34,168 | New |
| Dakota Wealth Management | 34,408 | $2.56M | 0.17% | 00.0% | Unchanged |
| Aviva PLC | 34,642 | $2.57M | 0.01% | −68,599−66.4% | Reduced |
| Arjuna Capital | 34,763 | $2.58M | 1.01% | +2,076+6.4% | Added |
| Park Avenue Securities LLC | 35,156 | $2.61M | 0.04% | +2,741+8.5% | Added |
| AXA S.A. | 35,342 | $2.63M | 0.01% | −315,220−89.9% | Reduced |
| National Bank of Canada | 35,909 | $2.67M | 0.01% | +8,791+32.4% | Added |
| State of Alaska, Department of Revenue | 35,969 | $2.67M | 0.03% | −505−1.4% | Reduced |
| New York Life Investment Management LLC | 36,055 | $2.68M | 0.03% | −83−0.2% | Reduced |
| Janus Henderson Group PLC | 36,398 | $2.70M | 0.00% | +7,326+25.2% | Added |
| Cetera Investment Advisers | 36,536 | $2.72M | 0.02% | −574−1.5% | Reduced |
| State of Tennessee, Treasury Department | 36,771 | $2.73M | 0.01% | −37,933−50.8% | Reduced |
| Schroder Investment Management Group | 36,920 | $2.74M | 0.00% | −15,355−29.4% | Reduced |
| Ethic Inc. | 37,550 | $2.79M | 0.11% | −148−0.4% | Reduced |
| HighTower Advisors, LLC | 38,258 | $2.84M | 0.01% | +558+1.5% | Added |
| First Republic Investment Management, Inc. | 38,251 | $2.84M | 0.01% | +3,105+8.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,576 | $2.87M | 0.02% | +111+0.3% | Added |
| 1832 Asset Management L.P. | 39,325 | $2.92M | 0.01% | +2,822+7.7% | Added |
| Vident Investment Advisory, LLC | 40,012 | $2.97M | 0.10% | +4,953+14.1% | Added |
| Meritage Portfolio Management | 40,752 | $3.03M | 0.23% | +1,043+2.6% | Added |
| Iowa State Bank | 41,062 | $3.05M | 0.76% | −1,812−4.2% | Reduced |
| Forsta Ap-Fonden | 41,500 | $3.08M | 0.04% | −10,600−20.3% | Reduced |
| CIBC Asset Management Inc | 43,075 | $3.20M | 0.01% | +622+1.5% | Added |
| Utah Retirement Systems | 43,113 | $3.20M | 0.05% | +100+0.2% | Added |
| Freestone Capital Holdings, LLC | 44,411 | $3.30M | 0.15% | −1,441−3.1% | Reduced |
| Texas Permanent School Fund | 48,556 | $3.61M | 0.04% | +16,225+50.2% | Added |
| EHP Funds Inc. | 49,330 | $3.67M | 0.80% | +100+0.2% | Added |
| ProShare Advisors LLC | 50,331 | $3.74M | 0.01% | +5,621+12.6% | Added |
| IFM Investors Pty Ltd | 50,639 | $3.76M | 0.06% | +685+1.4% | Added |
| Tredje AP-fonden | 51,884 | $3.86M | 0.06% | −22,845−30.6% | Reduced |
| ExodusPoint Capital Management, LP | 52,119 | $3.87M | 0.04% | +21,694+71.3% | Added |
| Guggenheim Capital LLC | 53,230 | $3.96M | 0.03% | +1,422+2.7% | Added |
| Public Sector Pension Investment Board | 54,967 | $4.09M | 0.03% | −172−0.3% | Reduced |
| Unison Advisors LLC | 55,180 | $4.10M | 0.46% | +499+0.9% | Added |
| Andra AP-fonden | 57,800 | $4.30M | 0.11% | +18,500+47.1% | Added |
| DnB Asset Management AS | 58,377 | $4.34M | 0.03% | −1,583−2.6% | Reduced |
| Captrust Financial Advisors | 58,683 | $4.36M | 0.02% | +995+1.7% | Added |
| MetLife Investment Management | 59,023 | $4.39M | 0.03% | −703−1.2% | Reduced |
| Wealthfront Advisers LLC | 59,781 | $4.44M | 0.02% | −5,237−8.1% | Reduced |
| Amalgamated Bank | 60,221 | $4.48M | 0.04% | −16,273−21.3% | Reduced |
| Beacon Financial Group | 60,552 | $4.50M | 0.63% | −2,771−4.4% | Reduced |
| MKP Capital Management, L.L.C. | 61,194 | $4.55M | 0.73% | +61,194 | New |
| Man Group plc | – | $4.56M | 0.02% | – | – |
| American International Group, Inc. | 62,215 | $4.62M | 0.03% | +215+0.3% | Added |
| Advisors Asset Management, Inc. | 62,613 | $4.65M | 0.09% | +10,194+19.4% | Added |
| Hoylecohen, LLC | 63,087 | $4.69M | 0.44% | +270+0.4% | Added |
| Nomura Asset Management Co Ltd | 63,925 | $4.75M | 0.02% | −4,181−6.1% | Reduced |
| USS Investment Management Ltd | 64,262 | $4.77M | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 64,806 | $4.82M | 0.27% | +60,755+1,499.8% | Added |
| Natixis Advisors, L.P. | 65,325 | $4.86M | 0.02% | −1,229−1.8% | Reduced |
| Thrivent Financial for Lutherans | 65,393 | $4.86M | 0.01% | +46,206+240.8% | Added |
| Dean Investment Associates, LLC | 65,493 | $4.87M | 0.78% | +7,743+13.4% | Added |
| Retirement Systems of Alabama | 67,260 | $5.00M | 0.02% | −5,640−7.7% | Reduced |
| Baird Financial Group, Inc. | 68,083 | $5.06M | 0.01% | −41,019−37.6% | Reduced |
| SEI Investments Co | 69,758 | $5.18M | 0.01% | +24,151+53.0% | Added |
| Arizona State Retirement System | 71,136 | $5.29M | 0.05% | +588+0.8% | Added |