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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 128,573 | $9.56M | 0.03% | +16,480+14.7% | Added |
| Toronto Dominion Bank | 126,754 | $9.42M | 0.02% | −20,132−13.7% | Reduced |
| Teacher Retirement System of Texas | 122,071 | $9.07M | 0.06% | +11,432+10.3% | Added |
| Cambria Investment Management, L.P. | 121,364 | $9.02M | 0.75% | +4,309+3.7% | Added |
| Goelzer Investment Management, Inc. | 120,144 | $8.93M | 0.78% | +568+0.5% | Added |
| LPL Financial LLC | 118,643 | $8.82M | 0.01% | +18,006+17.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 118,251 | $8.79M | 0.12% | +4,050+3.5% | Added |
| Churchill Management Corp | 113,731 | $8.45M | 0.17% | +5,417+5.0% | Added |
| Ossiam | 111,658 | $8.30M | 0.17% | −129,321−53.7% | Reduced |
| Capital Management Corp | 110,196 | $8.19M | 1.88% | −6,244−5.4% | Reduced |
| Assenagon Asset Management S.A. | 109,371 | $8.13M | 0.03% | +49,546+82.8% | Added |
| Treasurer of the State of North Carolina | 109,281 | $8.12M | 0.05% | +670+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 106,652 | $7.93M | 0.04% | +1,500+1.4% | Added |
| Royal London Asset Management Ltd | 105,441 | $7.84M | 0.03% | +6,597+6.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $7.81M | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 103,837 | $7.72M | 0.01% | +24,536+30.9% | Added |
| Swiss Life Asset Management Ltd | 101,774 | $7.56M | 0.11% | −47,813−32.0% | Reduced |
| Asset Management One Co.,Ltd. | 100,647 | $7.48M | 0.03% | +2,227+2.3% | Added |
| Jane Street Group, LLC | 100,421 | $7.46M | 0.01% | +29,411+41.4% | Added |
| Handelsbanken Fonder AB | 96,546 | $7.17M | 0.04% | +1,151+1.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,029 | $7.13M | 0.09% | +4,171+4.5% | Added |
| NewSquare Capital LLC | 91,804 | $6.82M | 0.81% | +9,044+10.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 90,732 | $6.74M | 0.03% | +13,189+17.0% | Added |
| D. E. Shaw & Co., Inc. | 89,861 | $6.68M | 0.01% | +34,784+63.2% | Added |
| American Century Companies Inc | 88,792 | $6.58M | 0.01% | +28,897+48.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,507 | $6.50M | 0.03% | −598−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 86,899 | $6.46M | 0.01% | +2,764+3.3% | Added |
| Ci Investments Inc. | 85,342 | $6.34M | 0.03% | −19,537−18.6% | Reduced |
| Voya Investment Management LLC | 85,148 | $6.33M | 0.01% | +1,138+1.4% | Added |
| Raymond James & Associates | 84,873 | $6.31M | 0.01% | −13,290−13.5% | Reduced |
| Nisa Investment Advisors, LLC | 84,690 | $6.29M | 0.05% | −26,255−23.7% | Reduced |
| Macquarie Group Ltd | 84,511 | $6.28M | 0.01% | −903−1.1% | Reduced |
| AMG National Trust Bank | 84,309 | $6.27M | 0.22% | −4,531−5.1% | Reduced |
| Franklin Resources Inc | 83,658 | $6.22M | 0.00% | −256,401−75.4% | Reduced |
| DekaBank Deutsche Girozentrale | 82,694 | $6.07M | 0.02% | −7,135−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 78,243 | $5.82M | 0.01% | −2,867−3.5% | Reduced |
| Qube Research & Technologies Ltd | 77,138 | $5.73M | 0.03% | −195,636−71.7% | Reduced |
| Rafferty Asset Management, LLC | 76,683 | $5.70M | 0.04% | −10,955−12.5% | Reduced |
| State of Michigan Retirement System | 76,180 | $5.66M | 0.04% | +600+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 76,039 | $5.65M | 0.51% | −8,974−10.6% | Reduced |
| Oregon Public Employees Retirement Fund | 75,791 | $5.63M | 0.07% | +150+0.2% | Added |
| Standard Life Aberdeen plc | 74,421 | $5.53M | 0.01% | −1,296−1.7% | Reduced |
| PGGM Investments | 73,074 | $5.43M | 0.09% | +1,780+2.5% | Added |
| Arizona State Retirement System | 71,136 | $5.29M | 0.05% | +588+0.8% | Added |
| SEI Investments Co | 69,758 | $5.18M | 0.01% | +24,151+53.0% | Added |
| Baird Financial Group, Inc. | 68,083 | $5.06M | 0.01% | −41,019−37.6% | Reduced |
| Retirement Systems of Alabama | 67,260 | $5.00M | 0.02% | −5,640−7.7% | Reduced |
| Dean Investment Associates, LLC | 65,493 | $4.87M | 0.78% | +7,743+13.4% | Added |
| Thrivent Financial for Lutherans | 65,393 | $4.86M | 0.01% | +46,206+240.8% | Added |
| Natixis Advisors, L.P. | 65,325 | $4.86M | 0.02% | −1,229−1.8% | Reduced |
| Centiva Capital, LP | 64,806 | $4.82M | 0.27% | +60,755+1,499.8% | Added |
| USS Investment Management Ltd | 64,262 | $4.77M | 0.07% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 63,925 | $4.75M | 0.02% | −4,181−6.1% | Reduced |
| Hoylecohen, LLC | 63,087 | $4.69M | 0.44% | +270+0.4% | Added |
| Advisors Asset Management, Inc. | 62,613 | $4.65M | 0.09% | +10,194+19.4% | Added |
| American International Group, Inc. | 62,215 | $4.62M | 0.03% | +215+0.3% | Added |
| Man Group plc | – | $4.56M | 0.02% | – | – |
| MKP Capital Management, L.L.C. | 61,194 | $4.55M | 0.73% | +61,194 | New |
| Beacon Financial Group | 60,552 | $4.50M | 0.63% | −2,771−4.4% | Reduced |
| Amalgamated Bank | 60,221 | $4.48M | 0.04% | −16,273−21.3% | Reduced |
| Wealthfront Advisers LLC | 59,781 | $4.44M | 0.02% | −5,237−8.1% | Reduced |
| MetLife Investment Management | 59,023 | $4.39M | 0.03% | −703−1.2% | Reduced |
| Captrust Financial Advisors | 58,683 | $4.36M | 0.02% | +995+1.7% | Added |
| DnB Asset Management AS | 58,377 | $4.34M | 0.03% | −1,583−2.6% | Reduced |
| Andra AP-fonden | 57,800 | $4.30M | 0.11% | +18,500+47.1% | Added |
| Unison Advisors LLC | 55,180 | $4.10M | 0.46% | +499+0.9% | Added |
| Public Sector Pension Investment Board | 54,967 | $4.09M | 0.03% | −172−0.3% | Reduced |
| Guggenheim Capital LLC | 53,230 | $3.96M | 0.03% | +1,422+2.7% | Added |
| ExodusPoint Capital Management, LP | 52,119 | $3.87M | 0.04% | +21,694+71.3% | Added |
| Tredje AP-fonden | 51,884 | $3.86M | 0.06% | −22,845−30.6% | Reduced |
| IFM Investors Pty Ltd | 50,639 | $3.76M | 0.06% | +685+1.4% | Added |
| ProShare Advisors LLC | 50,331 | $3.74M | 0.01% | +5,621+12.6% | Added |
| EHP Funds Inc. | 49,330 | $3.67M | 0.80% | +100+0.2% | Added |
| Texas Permanent School Fund | 48,556 | $3.61M | 0.04% | +16,225+50.2% | Added |
| Freestone Capital Holdings, LLC | 44,411 | $3.30M | 0.15% | −1,441−3.1% | Reduced |
| Utah Retirement Systems | 43,113 | $3.20M | 0.05% | +100+0.2% | Added |
| CIBC Asset Management Inc | 43,075 | $3.20M | 0.01% | +622+1.5% | Added |
| Forsta Ap-Fonden | 41,500 | $3.08M | 0.04% | −10,600−20.3% | Reduced |
| Iowa State Bank | 41,062 | $3.05M | 0.76% | −1,812−4.2% | Reduced |
| Meritage Portfolio Management | 40,752 | $3.03M | 0.23% | +1,043+2.6% | Added |
| Vident Investment Advisory, LLC | 40,012 | $2.97M | 0.10% | +4,953+14.1% | Added |
| 1832 Asset Management L.P. | 39,325 | $2.92M | 0.01% | +2,822+7.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,576 | $2.87M | 0.02% | +111+0.3% | Added |
| First Republic Investment Management, Inc. | 38,251 | $2.84M | 0.01% | +3,105+8.8% | Added |
| HighTower Advisors, LLC | 38,258 | $2.84M | 0.01% | +558+1.5% | Added |
| Ethic Inc. | 37,550 | $2.79M | 0.11% | −148−0.4% | Reduced |
| Schroder Investment Management Group | 36,920 | $2.74M | 0.00% | −15,355−29.4% | Reduced |
| State of Tennessee, Treasury Department | 36,771 | $2.73M | 0.01% | −37,933−50.8% | Reduced |
| Cetera Investment Advisers | 36,536 | $2.72M | 0.02% | −574−1.5% | Reduced |
| Janus Henderson Group PLC | 36,398 | $2.70M | 0.00% | +7,326+25.2% | Added |
| New York Life Investment Management LLC | 36,055 | $2.68M | 0.03% | −83−0.2% | Reduced |
| State of Alaska, Department of Revenue | 35,969 | $2.67M | 0.03% | −505−1.4% | Reduced |
| National Bank of Canada | 35,909 | $2.67M | 0.01% | +8,791+32.4% | Added |
| AXA S.A. | 35,342 | $2.63M | 0.01% | −315,220−89.9% | Reduced |
| Park Avenue Securities LLC | 35,156 | $2.61M | 0.04% | +2,741+8.5% | Added |
| Arjuna Capital | 34,763 | $2.58M | 1.01% | +2,076+6.4% | Added |
| Aviva PLC | 34,642 | $2.57M | 0.01% | −68,599−66.4% | Reduced |
| Dakota Wealth Management | 34,408 | $2.56M | 0.17% | 00.0% | Unchanged |
| Quantbot Technologies LP | 34,168 | $2.54M | 0.18% | +34,168 | New |
| US Bancorp | 34,106 | $2.53M | 0.00% | +3,399+11.1% | Added |