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, Q2 2023
Institutional positions in Principal Financial Group Inc as of Jun 30, 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
- 731
- −9 vs. Q1 2023
- Shares held
- 174.2M
- −10.3M (−5.6%) vs. Q1 2023
- Total value
- $13.2B
- −$228.4M (−1.7%) vs. Q1 2023
- New holders
- 57
- 225 more added
- Sold out
- 66
- 296 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,456,419 | $2.23B | 0.05% | −283,759−1.0% | Reduced |
| BlackRock Inc. | 19,917,907 | $1.51B | 0.04% | −1,530,026−7.1% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.38B | 65.67% | 00.0% | Unchanged |
| Bank of America Corp | 13,722,620 | $1.04B | 0.12% | −2,871,168−17.3% | Reduced |
| State Street Corp | 10,146,771 | $769.5M | 0.04% | +258,621+2.6% | Added |
| Capital Research Global Investors | 9,149,111 | $693.9M | 0.19% | +813,139+9.8% | Added |
| Geode Capital Management, LLC | 5,603,444 | $424.2M | 0.05% | +87,605+1.6% | Added |
| Northern Trust Corp | 3,904,863 | $296.1M | 0.06% | −53,885−1.4% | Reduced |
| Dimensional Fund Advisors LP | 3,872,839 | $293.7M | 0.09% | +227,364+6.2% | Added |
| Wellington Management Group LLP | 3,848,329 | $291.9M | 0.06% | +870,872+29.2% | Added |
| Norges Bank | 2,700,235 | $204.8M | 0.04% | +58,981+2.2% | Added |
| Morgan Stanley | 2,662,521 | $201.9M | 0.02% | −231,343−8.0% | Reduced |
| First Trust Advisors LP | 2,661,992 | $201.9M | 0.23% | −2,240,032−45.7% | Reduced |
| Goldman Sachs Group Inc | 2,344,673 | $177.8M | 0.05% | −34,552−1.5% | Reduced |
| Legal & General Group Plc | 2,094,887 | $158.9M | 0.05% | +277,588+15.3% | Added |
| Royal Bank of Canada | 2,002,886 | $151.9M | 0.04% | −161,755−7.5% | Reduced |
| Invesco Ltd. | 1,982,630 | $150.4M | 0.04% | +182,922+10.2% | Added |
| Bank of New York Mellon Corp | 1,759,323 | $133.4M | 0.03% | −50,420−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,278,571 | $97.0M | 0.03% | −2,650−0.2% | Reduced |
| Mairs & Power Inc | 1,202,659 | $91.2M | 0.99% | −16,076−1.3% | Reduced |
| UBS Asset Management Americas Inc | 1,109,980 | $82.5M | 0.04% | 00.0% | Unchanged |
| Swiss National Bank | 877,600 | $66.6M | 0.05% | −93,500−9.6% | Reduced |
| HSBC Holdings PLC | 754,530 | $57.2M | 0.06% | +138,612+22.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 676,869 | $51.3M | 0.04% | −68,228−9.2% | Reduced |
| Amundi | 668,307 | $51.2M | 0.03% | +13,974+2.1% | Added |
| Deutsche Bank AG | 619,796 | $47.0M | 0.02% | +2,974+0.5% | Added |
| FMR LLC | 598,322 | $45.4M | 0.00% | −32,086−5.1% | Reduced |
| AQR Capital Management LLC | 586,284 | $44.5M | 0.09% | −26,242−4.3% | Reduced |
| Nuveen Asset Management, LLC | 565,692 | $42.9M | 0.01% | −8,302−1.4% | Reduced |
| Barclays PLC | 562,034 | $42.6M | 0.03% | −80,082−12.5% | Reduced |
| Rhumbline Advisers | 533,363 | $40.5M | 0.05% | +12,533+2.4% | Added |
| Marshall Wace, LLP | 527,218 | $40.0M | 0.09% | +337,855+178.4% | Added |
| Fort Washington Investment Advisors Inc | 488,101 | $37.0M | 0.27% | +880.0% | Added |
| California Public Employees Retirement System | 476,381 | $36.1M | 0.03% | −45,315−8.7% | Reduced |
| Balyasny Asset Management LLC | 473,664 | $35.9M | 0.10% | −151,371−24.2% | Reduced |
| JPMorgan Chase & Co | 473,407 | $35.9M | 0.00% | −8,155−1.7% | Reduced |
| Millennium Management LLC | 460,637 | $34.9M | 0.04% | +275,481+148.8% | Added |
| Citadel Advisors LLC | 456,931 | $34.7M | 0.04% | +444,862+3,686.0% | Added |
| Victory Capital Management Inc | 456,049 | $34.6M | 0.04% | −257,947−36.1% | Reduced |
| Assetmark, Inc | 444,791 | $33.7M | 0.13% | −50,559−10.2% | Reduced |
| Envestnet Asset Management Inc | 439,223 | $33.3M | 0.01% | −3,685,735−89.4% | Reduced |
| Credit Suisse AG | 421,147 | $32.0M | 0.03% | −371,329−46.9% | Reduced |
| National Pension Service | 407,176 | $30.8M | 0.05% | +38,152+10.3% | Added |
| California State Teachers Retirement System | 401,730 | $30.5M | 0.04% | −18,949−4.5% | Reduced |
| Allianz Asset Management GmbH | 395,847 | $30.0M | 0.06% | −11,166−2.7% | Reduced |
| North Star Asset Management Inc | 394,494 | $29.9M | 1.65% | +3,050+0.8% | Added |
| Qube Research & Technologies Ltd | 391,229 | $29.7M | 0.12% | +314,091+407.2% | Added |
| UBS Group AG | 360,583 | $27.3M | 0.01% | +23,991+7.1% | Added |
| Brandywine Global Investment Management, LLC | 346,628 | $26.3M | 0.22% | −52,123−13.1% | Reduced |
| Korea Investment CORP | 338,691 | $25.7M | 0.07% | +111,603+49.1% | Added |
| Alliancebernstein L.P. | 337,638 | $25.6M | 0.01% | −21,518−6.0% | Reduced |
| Great West Life Assurance Co | 327,617 | $25.0M | 0.06% | +46,784+16.7% | Added |
| GW Henssler & Associates Ltd | 325,816 | $24.7M | 1.62% | +2,607+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 314,717 | $23.9M | 0.35% | +67,204+27.2% | Added |
| New York State Teachers Retirement System | 306,182 | $23.2M | 0.05% | −4,074−1.3% | Reduced |
| Price T Rowe Associates Inc | 304,277 | $23.1M | 0.00% | −2,970−1.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 297,274 | $22.6M | 0.15% | −172,309−36.7% | Reduced |
| Storebrand Asset Management AS | 295,985 | $22.4M | 0.10% | −2,258−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 288,697 | $21.9M | 0.05% | −8,192−2.8% | Reduced |
| Principal Financial Group Inc | 271,171 | $20.6M | 0.01% | −3,666−1.3% | Reduced |
| Man Group plc | 258,527 | $19.6M | 0.06% | – | – |
| New York State Common Retirement Fund | 251,909 | $19.1M | 0.02% | −13,952−5.2% | Reduced |
| Russell Investments Group, Ltd. | 251,440 | $19.1M | 0.04% | +68,337+37.3% | Added |
| AustralianSuper Pty Ltd | 239,321 | $18.2M | 0.12% | −80,596−25.2% | Reduced |
| AE Wealth Management LLC | 229,324 | $17.4M | 0.10% | −9,814−4.1% | Reduced |
| BNP Paribas Arbitrage, SA | 226,336 | $17.2M | 0.03% | −46,643−17.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 225,000 | $17.1M | 0.04% | +225,000 | New |
| The PNC Financial Services Group, Inc. | 220,848 | $16.7M | 0.01% | −13,895−5.9% | Reduced |
| Susquehanna International Group, LLP | 219,780 | $16.7M | 0.03% | −78,756−26.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213,343 | $16.2M | 0.03% | +28,641+15.5% | Added |
| Wells Fargo & Company | 210,187 | $15.9M | 0.00% | −24,216−10.3% | Reduced |
| Mercer Global Advisors Inc | 208,750 | $15.8M | 0.06% | +4,989+2.4% | Added |
| Squarepoint Ops LLC | 207,112 | $15.7M | 0.09% | −101,414−32.9% | Reduced |
| Argent Capital Management LLC | 206,961 | $15.7M | 0.51% | −128,807−38.4% | Reduced |
| Swedbank AB | 205,162 | $15.6M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 200,514 | $15.2M | 0.02% | −2,577−1.3% | Reduced |
| Achmea Investment Management B.V. | 193,183 | $14.7M | 0.31% | +30,333+18.6% | Added |
| Ameriprise Financial Inc | 189,341 | $14.4M | 0.00% | −40,682−17.7% | Reduced |
| Bank of Montreal | 173,084 | $13.2M | 0.01% | −1,027−0.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 166,338 | $12.6M | 0.03% | −3,058−1.8% | Reduced |
| Toronto Dominion Bank | 162,766 | $12.3M | 0.02% | +36,012+28.4% | Added |
| Pictet Asset Management SA | 161,446 | $12.2M | 0.01% | +6,051+3.9% | Added |
| NewEdge Wealth, LLC | 159,029 | $12.1M | 0.40% | +8,548+5.7% | Added |
| Manufacturers Life Insurance Company, The | 156,353 | $11.9M | 0.01% | −4,856−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 156,220 | $11.8M | 0.02% | −77,725−33.2% | Reduced |
| Royal London Asset Management Ltd | 155,618 | $11.8M | 0.04% | +50,177+47.6% | Added |
| Citigroup Inc | 148,586 | $11.3M | 0.01% | −201,838−57.6% | Reduced |
| D. E. Shaw & Co., Inc. | 145,670 | $11.0M | 0.02% | +55,809+62.1% | Added |
| Sound Income Strategies, LLC | 143,757 | $10.9M | 1.12% | +10,447+7.8% | Added |
| Brookfield Asset Management Inc. | 143,245 | $10.9M | 0.04% | −34,595−19.5% | Reduced |
| Teacher Retirement System of Texas | 139,954 | $10.6M | 0.07% | +17,883+14.6% | Added |
| Intech Investment Management LLC | 137,889 | $10.5M | 0.11% | −133,361−49.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 137,109 | $10.4M | 0.02% | +3,246+2.4% | Added |
| State of New Jersey Common Pension Fund D | 135,746 | $10.3M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 134,368 | $10.2M | 0.02% | +3,280+2.5% | Added |
| Robeco Institutional Asset Management B.V. | 133,095 | $10.1M | 0.03% | +4,522+3.5% | Added |
| Goelzer Investment Management, Inc. | 131,646 | $9.98M | 0.85% | +11,502+9.6% | Added |
| State of Wisconsin Investment Board | 131,288 | $9.96M | 0.03% | −1,817−1.4% | Reduced |
| Commerce Bank | 131,112 | $9.94M | 0.07% | −759−0.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 129,887 | $9.85M | 0.04% | −2,350−1.8% | Reduced |