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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 34,046 | $2.53M | 0.10% | +159+0.5% | Added |
| Neuberger Berman Group LLC | 33,978 | $2.53M | 0.00% | −10,359−23.4% | Reduced |
| Yousif Capital Management, LLC | 33,881 | $2.52M | 0.03% | −2,200−6.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 33,445 | $2.49M | 0.07% | +31,230+1,409.9% | Added |
| Leelyn Smith, LLC | 32,725 | $2.43M | 0.62% | +41+0.1% | Added |
| Mutual of America Capital Management LLC | 32,572 | $2.42M | 0.03% | +54+0.2% | Added |
| Van Eck Associates Corp | 32,557 | $2.42M | 0.01% | +1,292+4.1% | Added |
| Schonfeld Strategic Advisors LLC | 32,533 | $2.42M | 0.02% | −22,972−41.4% | Reduced |
| Siemens Fonds Invest GmbH | 32,425 | $2.41M | 0.25% | −24−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 32,185 | $2.39M | 0.05% | −12,036−27.2% | Reduced |
| Mount Lucas Management LP | 32,038 | $2.38M | 0.81% | +1,668+5.5% | Added |
| Xponance, Inc. | 31,119 | $2.31M | 0.03% | +1,606+5.4% | Added |
| Private Advisor Group, LLC | 31,110 | $2.31M | 0.02% | −2,972−8.7% | Reduced |
| STRS Ohio | 30,880 | $2.29M | 0.01% | +7,612+32.7% | Added |
| CI Private Wealth, LLC | 30,048 | $2.23M | 0.01% | −1,605−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 29,949 | $2.23M | 0.01% | −2,719−8.3% | Reduced |
| BerganKDV Wealth Management, LLC | 29,921 | $2.22M | 0.23% | −25,003−45.5% | Reduced |
| CIBC World Markets Corp | 29,892 | $2.22M | 0.04% | −45,408−60.3% | Reduced |
| La Banque Postale Asset Management SA | 28,753 | $2.14M | 0.05% | −1,235−4.1% | Reduced |
| Mackenzie Financial Corp | 28,720 | $2.13M | 0.00% | −191−0.7% | Reduced |
| Hancock Whitney Corp | 28,375 | $2.11M | 0.08% | −2,809−9.0% | Reduced |
| Foster & Motley Inc | 27,558 | $2.05M | 0.17% | +8,622+45.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 27,087 | $2.01M | 0.47% | +3,389+14.3% | Added |
| Nissay Asset Management Corp | 26,847 | $2.00M | 0.02% | −1,262−4.5% | Reduced |
| Czech National Bank | 26,840 | $1.99M | 0.05% | +198+0.7% | Added |
| Ascent Group, LLC | 26,038 | $1.94M | 0.21% | +2,977+12.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 26,041 | $1.93M | 0.20% | 00.0% | Unchanged |
| Mariner, LLC | 25,757 | $1.91M | 0.01% | +1,309+5.4% | Added |
| Candriam Luxembourg S.C.A. | 27,793 | $1.90M | 0.01% | −6,069−17.9% | Reduced |
| Investment Management Corp of Ontario | 25,533 | $1.90M | 0.08% | +9,430+58.6% | Added |
| Hohimer Wealth Management, LLC | 25,008 | $1.86M | 0.54% | +20,675+477.2% | Added |
| Illinois Municipal Retirement Fund | 24,627 | $1.83M | 0.04% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 24,510 | $1.82M | 0.01% | −295−1.2% | Reduced |
| Ontario Teachers Pension Plan Board | 24,384 | $1.81M | 0.02% | −856−3.4% | Reduced |
| JustInvest LLC | 24,350 | $1.81M | 0.06% | +4,833+24.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 24,111 | $1.79M | 1.67% | −1,178−4.7% | Reduced |
| Stifel Financial Corp | 24,088 | $1.79M | 0.00% | +1,603+7.1% | Added |
| Westpac Banking Corp | 23,648 | $1.76M | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 23,631 | $1.76M | 0.05% | −13,243−35.9% | Reduced |
| Conning Inc. | 23,065 | $1.71M | 0.06% | +986+4.5% | Added |
| Truist Financial Corp | 23,015 | $1.71M | 0.00% | −5,632−19.7% | Reduced |
| Columbus Macro, LLC | 22,822 | $1.70M | 0.63% | −311−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,632 | $1.68M | 0.00% | +8,143+56.2% | Added |
| M&T Bank Corp | 22,596 | $1.68M | 0.01% | +1,445+6.8% | Added |
| Janney Montgomery Scott LLC | 22,538 | $1.68M | 0.01% | −2,232−9.0% | Reduced |
| Creative Planning | 22,217 | $1.65M | 0.00% | +435+2.0% | Added |
| Teachers Retirement System of the State of Kentucky | 22,109 | $1.64M | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 21,795 | $1.62M | 0.02% | −285−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,726 | $1.54M | 0.00% | +328+1.6% | Added |
| Toroso Investments, LLC | 20,411 | $1.52M | 0.05% | +6,480+46.5% | Added |
| Great Diamond Partners, LLC | 19,878 | $1.48M | 0.43% | +14,282+255.2% | Added |
| Hartford Investment Management Co | 19,862 | $1.48M | 0.05% | −3,085−13.4% | Reduced |
| Elo Mutual Pension Insurance Co | 19,744 | $1.47M | 0.05% | +450+2.3% | Added |
| LMR Partners LLP | 19,660 | $1.46M | 0.03% | −20,661−51.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,482 | $1.45M | 0.03% | +88+0.5% | Added |
| Donoghue Forlines LLC | 19,381 | $1.44M | 0.52% | −6,590−25.4% | Reduced |
| CBOE Vest Financial, LLC | 19,272 | $1.43M | 0.19% | +19,272 | New |
| Maryland State Retirement & Pension System | 19,249 | $1.43M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 18,853 | $1.40M | 0.04% | −100−0.5% | Reduced |
| Montag A & Associates Inc | 18,576 | $1.38M | 0.09% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 18,170 | $1.35M | 0.01% | −752−4.0% | Reduced |
| Tudor Investment Corp Et Al | 18,105 | $1.35M | 0.03% | +18,105 | New |
| Financial Advisory Service, Inc. | 18,027 | $1.34M | 0.15% | +893+5.2% | Added |
| Paradigm Financial Partners, LLC | 18,022 | $1.34M | 0.36% | +787+4.6% | Added |
| Kentucky Retirement Systems | 17,992 | $1.34M | 0.05% | −232−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 17,788 | $1.32M | 0.05% | +17,788 | New |
| GoalVest Advisory LLC | 17,700 | $1.32M | 0.77% | +1,882+11.9% | Added |
| Bank of Nova Scotia | 17,484 | $1.30M | 0.00% | −5,554−24.1% | Reduced |
| Natixis | 16,915 | $1.26M | 0.01% | −3,695−17.9% | Reduced |
| Resources Investment Advisors, LLC. | 16,693 | $1.24M | 0.03% | +3,500+26.5% | Added |
| Greenwood Capital Associates LLC | 16,571 | $1.23M | 0.18% | +2,497+17.7% | Added |
| Gotham Asset Management, LLC | 16,549 | $1.23M | 0.03% | +3,039+22.5% | Added |
| Banque Pictet & Cie SA | 16,500 | $1.23M | 0.01% | −5,563−25.2% | Reduced |
| Crossmark Global Holdings, Inc. | 16,274 | $1.21M | 0.03% | −1,208−6.9% | Reduced |
| Nordea Investment Management AB | 16,440 | $1.20M | 0.00% | 00.0% | Unchanged |
| Centric Wealth Management | 15,970 | $1.19M | 0.52% | +15,970 | New |
| Prudential PLC | 15,774 | $1.17M | 0.01% | −1,699−9.7% | Reduced |
| MML Investors Services, LLC | 15,772 | $1.17M | 0.01% | −6,572−29.4% | Reduced |
| D.A. Davidson & Co. | 15,121 | $1.12M | 0.01% | +373+2.5% | Added |
| Crestline Management, LP | 15,000 | $1.11M | 0.14% | +15,000 | New |
| Industrial Alliance Investment Management Inc. | 14,963 | $1.11M | 0.03% | +14,963 | New |
| Louisiana State Employees Retirement System | 14,800 | $1.10M | 0.03% | +100+0.7% | Added |
| Advisor Partners II, LLC | 14,498 | $1.08M | 0.06% | +740+5.4% | Added |
| Pacer Advisors, Inc. | 14,133 | $1.05M | 0.00% | +6,867+94.5% | Added |
| Glaxis Capital Management, LLC | 14,005 | $1.04M | 15.51% | 00.0% | Unchanged |
| Polianta Ltd | 14,000 | $1.04M | 0.48% | +14,000 | New |
| Rockland Trust Co | 13,912 | $1.03M | 0.06% | −220−1.6% | Reduced |
| Laurion Capital Management LP | 13,821 | $1.03M | 0.05% | +13,821 | New |
| Oppenheimer & Co Inc | 13,796 | $1.03M | 0.02% | −5,059−26.8% | Reduced |
| Adams Wealth Management | 13,204 | $981.3K | 0.32% | +1,565+13.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 13,126 | $975.5K | 0.02% | 00.0% | Unchanged |
| Estate Counselors, LLC | 13,070 | $971.4K | 0.13% | +13,070 | New |
| Kestra Advisory Services, LLC | 13,007 | $966.6K | 0.01% | −23,381−64.3% | Reduced |
| PSI Advisors, LLC | 12,993 | $965.6K | 0.47% | −521−3.9% | Reduced |
| South Dakota Investment Council | 12,830 | $954.0K | 0.02% | 00.0% | Unchanged |
| Agf Management Ltd | 12,793 | $950.8K | 0.01% | +7,569+144.9% | Added |
| Foster Group, Inc. | 12,790 | $950.6K | 0.06% | −597−4.5% | Reduced |
| Glenmede Trust Co NA | 12,555 | $933.1K | 0.01% | −1,920−13.3% | Reduced |
| Norinchukin Bank, The | 12,505 | $929.4K | 0.02% | +363+3.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,359 | $918.5K | 0.55% | +73+0.6% | Added |