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 |
|---|---|---|---|---|---|
| PGGM Investments | 73,074 | $5.43M | 0.09% | +1,780+2.5% | Added |
| Standard Life Aberdeen plc | 74,421 | $5.53M | 0.01% | −1,296−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 75,791 | $5.63M | 0.07% | +150+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 76,039 | $5.65M | 0.51% | −8,974−10.6% | Reduced |
| State of Michigan Retirement System | 76,180 | $5.66M | 0.04% | +600+0.8% | Added |
| Rafferty Asset Management, LLC | 76,683 | $5.70M | 0.04% | −10,955−12.5% | Reduced |
| Qube Research & Technologies Ltd | 77,138 | $5.73M | 0.03% | −195,636−71.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 78,243 | $5.82M | 0.01% | −2,867−3.5% | Reduced |
| DekaBank Deutsche Girozentrale | 82,694 | $6.07M | 0.02% | −7,135−7.9% | Reduced |
| Franklin Resources Inc | 83,658 | $6.22M | 0.00% | −256,401−75.4% | Reduced |
| AMG National Trust Bank | 84,309 | $6.27M | 0.22% | −4,531−5.1% | Reduced |
| Macquarie Group Ltd | 84,511 | $6.28M | 0.01% | −903−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 84,690 | $6.29M | 0.05% | −26,255−23.7% | Reduced |
| Raymond James & Associates | 84,873 | $6.31M | 0.01% | −13,290−13.5% | Reduced |
| Voya Investment Management LLC | 85,148 | $6.33M | 0.01% | +1,138+1.4% | Added |
| Ci Investments Inc. | 85,342 | $6.34M | 0.03% | −19,537−18.6% | Reduced |
| Commonwealth Equity Services, LLC | 86,899 | $6.46M | 0.01% | +2,764+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,507 | $6.50M | 0.03% | −598−0.7% | Reduced |
| American Century Companies Inc | 88,792 | $6.58M | 0.01% | +28,897+48.2% | Added |
| D. E. Shaw & Co., Inc. | 89,861 | $6.68M | 0.01% | +34,784+63.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 90,732 | $6.74M | 0.03% | +13,189+17.0% | Added |
| NewSquare Capital LLC | 91,804 | $6.82M | 0.81% | +9,044+10.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,029 | $7.13M | 0.09% | +4,171+4.5% | Added |
| Handelsbanken Fonder AB | 96,546 | $7.17M | 0.04% | +1,151+1.2% | Added |
| Jane Street Group, LLC | 100,421 | $7.46M | 0.01% | +29,411+41.4% | Added |
| Asset Management One Co.,Ltd. | 100,647 | $7.48M | 0.03% | +2,227+2.3% | Added |
| Swiss Life Asset Management Ltd | 101,774 | $7.56M | 0.11% | −47,813−32.0% | Reduced |
| TD Asset Management Inc | 103,837 | $7.72M | 0.01% | +24,536+30.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $7.81M | 0.01% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 105,441 | $7.84M | 0.03% | +6,597+6.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 106,652 | $7.93M | 0.04% | +1,500+1.4% | Added |
| Treasurer of the State of North Carolina | 109,281 | $8.12M | 0.05% | +670+0.6% | Added |
| Assenagon Asset Management S.A. | 109,371 | $8.13M | 0.03% | +49,546+82.8% | Added |
| Capital Management Corp | 110,196 | $8.19M | 1.88% | −6,244−5.4% | Reduced |
| Ossiam | 111,658 | $8.30M | 0.17% | −129,321−53.7% | Reduced |
| Churchill Management Corp | 113,731 | $8.45M | 0.17% | +5,417+5.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 118,251 | $8.79M | 0.12% | +4,050+3.5% | Added |
| LPL Financial LLC | 118,643 | $8.82M | 0.01% | +18,006+17.9% | Added |
| Goelzer Investment Management, Inc. | 120,144 | $8.93M | 0.78% | +568+0.5% | Added |
| Cambria Investment Management, L.P. | 121,364 | $9.02M | 0.75% | +4,309+3.7% | Added |
| Teacher Retirement System of Texas | 122,071 | $9.07M | 0.06% | +11,432+10.3% | Added |
| Toronto Dominion Bank | 126,754 | $9.42M | 0.02% | −20,132−13.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 128,573 | $9.56M | 0.03% | +16,480+14.7% | Added |
| Mn Services Vermogensbeheer B.V. | 128,680 | $9.56M | 0.10% | +4,000+3.2% | Added |
| Advisor Group Holdings, Inc. | 131,088 | $9.74M | 0.02% | −6,425−4.7% | Reduced |
| Commerce Bank | 131,871 | $9.80M | 0.08% | +11,688+9.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 132,237 | $9.83M | 0.04% | +1,357+1.0% | Added |
| State of Wisconsin Investment Board | 133,105 | $9.89M | 0.03% | −671−0.5% | Reduced |
| Sound Income Strategies, LLC | 133,310 | $9.91M | 1.08% | +12,902+10.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 133,863 | $9.95M | 0.02% | +16,556+14.1% | Added |
| State of New Jersey Common Pension Fund D | 135,746 | $10.1M | 0.04% | −5,864−4.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 139,101 | $10.3M | 0.06% | +128,493+1,211.3% | Added |
| Public Employees Retirement System of Ohio | 140,127 | $10.4M | 0.04% | +15,977+12.9% | Added |
| NewEdge Wealth, LLC | 150,481 | $11.2M | 0.42% | +150,481 | New |
| Pictet Asset Management SA | 155,395 | $11.5M | 0.01% | +25,277+19.4% | Added |
| Manufacturers Life Insurance Company, The | 161,209 | $12.0M | 0.01% | −6,502−3.9% | Reduced |
| Achmea Investment Management B.V. | 162,850 | $12.1M | 0.35% | +36,461+28.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 169,396 | $12.6M | 0.03% | −4,319−2.5% | Reduced |
| Bank of Montreal | 174,111 | $12.9M | 0.01% | +5,280+3.1% | Added |
| Brookfield Asset Management Inc. | 177,840 | $13.2M | 0.05% | +177,840 | New |
| Russell Investments Group, Ltd. | 183,103 | $13.6M | 0.03% | +39,798+27.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184,702 | $13.7M | 0.03% | +10,410+6.0% | Added |
| HRT Financial LP | 184,724 | $13.7M | 0.17% | +176,464+2,136.4% | Added |
| Millennium Management LLC | 185,156 | $13.8M | 0.02% | +146,864+383.5% | Added |
| Marshall Wace, LLP | 189,363 | $14.1M | 0.03% | +75,769+66.7% | Added |
| Prudential Financial Inc | 203,091 | $14.2M | 0.02% | +2,805+1.4% | Added |
| Mercer Global Advisors Inc | 203,761 | $15.1M | 0.07% | +75,780+59.2% | Added |
| Swedbank AB | 205,162 | $15.2M | 0.03% | −4,016−1.9% | Reduced |
| Umb Bank N A | 212,794 | $15.8M | 0.25% | +2,791+1.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 218,322 | $16.2M | 0.06% | −17,526−7.4% | Reduced |
| Korea Investment CORP | 227,088 | $16.9M | 0.05% | +55,527+32.4% | Added |
| LSV Asset Management | 228,300 | $17.0M | 0.04% | −10,800−4.5% | Reduced |
| KBC Group NV | 229,737 | $17.1M | 0.07% | −6,797−2.9% | Reduced |
| Ameriprise Financial Inc | 230,023 | $17.1M | 0.01% | −747,197−76.5% | Reduced |
| Ensign Peak Advisors, Inc | 233,945 | $17.4M | 0.04% | +6,592+2.9% | Added |
| Wells Fargo & Company | 234,403 | $17.4M | 0.01% | −9,145−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 234,743 | $17.4M | 0.02% | −3,535−1.5% | Reduced |
| AE Wealth Management LLC | 239,138 | $17.8M | 0.11% | +15,830+7.1% | Added |
| O'Shaughnessy Asset Management, LLC | 247,513 | $18.4M | 0.29% | +88,659+55.8% | Added |
| New York State Common Retirement Fund | 265,861 | $19.8M | 0.03% | −12,291−4.4% | Reduced |
| Intech Investment Management LLC | 271,250 | $20.2M | 0.16% | +65,822+32.0% | Added |
| BNP Paribas Arbitrage, SA | 272,979 | $20.3M | 0.04% | +2,489+0.9% | Added |
| Principal Financial Group Inc | 274,837 | $20.4M | 0.01% | +4,541+1.7% | Added |
| Great West Life Assurance Co | 280,833 | $20.9M | 0.05% | −8,632−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 296,889 | $22.1M | 0.05% | −400.0% | Reduced |
| Storebrand Asset Management AS | 298,243 | $22.2M | 0.11% | +3,653+1.2% | Added |
| Susquehanna International Group, LLP | 298,536 | $22.2M | 0.03% | +184,617+162.1% | Added |
| Price T Rowe Associates Inc | 307,247 | $22.8M | 0.00% | +5,021+1.7% | Added |
| Squarepoint Ops LLC | 308,526 | $22.9M | 0.16% | +180,022+140.1% | Added |
| New York State Teachers Retirement System | 310,256 | $23.1M | 0.05% | −5,888−1.9% | Reduced |
| AustralianSuper Pty Ltd | 319,917 | $23.8M | 0.16% | +168,900+111.8% | Added |
| GW Henssler & Associates Ltd | 323,209 | $24.0M | 1.60% | −4,803−1.5% | Reduced |
| Ergoteles LLC | 330,112 | $24.5M | 0.96% | +269,339+443.2% | Added |
| Argent Capital Management LLC | 335,768 | $25.0M | 0.86% | +625+0.2% | Added |
| UBS Group AG | 336,592 | $25.0M | 0.01% | +24,655+7.9% | Added |
| Caisse de Depot Et Placement du Quebec | 345,951 | $25.7M | 0.07% | +286,655+483.4% | Added |
| Citigroup Inc | 350,424 | $26.0M | 0.03% | −16,967−4.6% | Reduced |
| Alliancebernstein L.P. | 359,156 | $26.7M | 0.01% | +23,566+7.0% | Added |
| National Pension Service | 369,024 | $27.4M | 0.05% | −23,010−5.9% | Reduced |
| Envestnet Asset Management Inc | 4,124,958 | $28.8M | 0.01% | +3,725,293+932.1% | Added |