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 |
|---|---|---|---|---|---|
| Columbus Macro, LLC | 21,923 | $1.68M | 0.67% | −899−3.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,697 | $1.72M | 1.70% | −1,414−5.9% | Reduced |
| Creative Planning | 23,192 | $1.76M | 0.00% | +975+4.4% | Added |
| STRS Ohio | 23,293 | $1.77M | 0.01% | −7,587−24.6% | Reduced |
| Toroso Investments, LLC | 23,341 | $1.77M | 0.05% | +2,930+14.4% | Added |
| Mariner, LLC | 23,742 | $1.80M | 0.00% | −2,015−7.8% | Reduced |
| JustInvest LLC | 23,900 | $1.81M | 0.06% | −450−1.8% | Reduced |
| Ontario Teachers Pension Plan Board | 24,384 | $1.85M | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 24,459 | $1.85M | 0.07% | −3,916−13.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 24,505 | $1.86M | 0.40% | −2,582−9.5% | Reduced |
| Gulf International Bank (UK) Ltd | 24,524 | $1.86M | 0.05% | −7,661−23.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 24,878 | $1.89M | 0.00% | +2,246+9.9% | Added |
| Hohimer Wealth Management, LLC | 25,008 | $1.90M | 0.52% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 25,675 | $1.95M | 0.02% | +15,966+164.4% | Added |
| Nissay Asset Management Corp | 25,753 | $1.95M | 0.02% | −1,094−4.1% | Reduced |
| Cetera Advisor Networks LLC | 26,498 | $2.01M | 0.01% | +1,988+8.1% | Added |
| Czech National Bank | 26,728 | $2.03M | 0.05% | −112−0.4% | Reduced |
| Mount Lucas Management LP | 26,795 | $2.03M | 0.73% | −5,243−16.4% | Reduced |
| SEI Investments Co | 27,340 | $2.07M | 0.00% | −42,418−60.8% | Reduced |
| BerganKDV Wealth Management, LLC | 27,620 | $2.09M | 0.21% | −2,301−7.7% | Reduced |
| Vident Investment Advisory, LLC | 28,069 | $2.13M | 0.07% | −11,943−29.8% | Reduced |
| Ascent Group, LLC | 28,202 | $2.23M | 0.25% | +2,164+8.3% | Added |
| Public Employees Retirement Association of Colorado | 29,523 | $2.24M | 0.01% | −426−1.4% | Reduced |
| Pinebridge Investments, L.P. | 29,735 | $2.26M | 0.02% | +29,735 | New |
| Conning Inc. | 30,012 | $2.28M | 0.08% | +6,947+30.1% | Added |
| Banque Pictet & Cie SA | 30,375 | $2.30M | 0.02% | +13,875+84.1% | Added |
| Mackenzie Financial Corp | 30,840 | $2.36M | 0.00% | +2,120+7.4% | Added |
| La Banque Postale Asset Management SA | 31,148 | $2.36M | 0.06% | +2,395+8.3% | Added |
| Xponance, Inc. | 31,216 | $2.37M | 0.03% | +97+0.3% | Added |
| First Republic Investment Management, Inc. | 31,329 | $2.38M | 0.01% | −6,922−18.1% | Reduced |
| Investment Management Corp of Ontario | 31,607 | $2.40M | 0.10% | +6,074+23.8% | Added |
| Siemens Fonds Invest GmbH | 31,858 | $2.40M | 0.23% | −567−1.7% | Reduced |
| ExodusPoint Capital Management, LP | 31,881 | $2.42M | 0.03% | −20,238−38.8% | Reduced |
| Park Avenue Securities LLC | 32,213 | $2.44M | 0.04% | −2,943−8.4% | Reduced |
| Mutual of America Capital Management LLC | 32,488 | $2.46M | 0.03% | −84−0.3% | Reduced |
| Alaska Permanent Fund Corp | 32,700 | $2.48M | 0.05% | +32,700 | New |
| Franklin Resources Inc | 33,053 | $2.51M | 0.00% | −50,605−60.5% | Reduced |
| Van Eck Associates Corp | 33,321 | $2.53M | 0.01% | +764+2.3% | Added |
| US Bancorp | 33,375 | $2.53M | 0.00% | −731−2.1% | Reduced |
| Schroder Investment Management Group | 33,971 | $2.58M | 0.00% | −2,949−8.0% | Reduced |
| Janus Henderson Group PLC | 34,049 | $2.58M | 0.00% | −2,349−6.5% | Reduced |
| Avantax Planning Partners, Inc. | 34,046 | $2.58M | 0.10% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 34,187 | $2.59M | 0.03% | +306+0.9% | Added |
| Dakota Wealth Management | 34,408 | $2.61M | 0.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 34,007 | $2.67M | 0.02% | +2,897+9.3% | Added |
| Cetera Investment Advisers | 35,255 | $2.67M | 0.02% | −1,281−3.5% | Reduced |
| New York Life Investment Management LLC | 35,596 | $2.70M | 0.03% | −459−1.3% | Reduced |
| Arjuna Capital | 35,934 | $2.73M | 0.97% | +1,171+3.4% | Added |
| Oregon Public Employees Retirement Fund | 36,248 | $2.75M | 0.03% | −39,543−52.2% | Reduced |
| State of Tennessee, Treasury Department | 36,771 | $2.79M | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 38,212 | $2.90M | 0.22% | +10,654+38.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,377 | $2.99M | 0.02% | +801+2.1% | Added |
| Bridgeway Capital Management, LLC | 39,500 | $3.00M | 0.07% | +39,500 | New |
| 1832 Asset Management L.P. | 40,394 | $3.06M | 0.01% | +1,069+2.7% | Added |
| Ethic Inc. | 40,692 | $3.09M | 0.11% | +3,142+8.4% | Added |
| Iowa State Bank | 41,298 | $3.13M | 0.79% | +236+0.6% | Added |
| Utah Retirement Systems | 41,513 | $3.15M | 0.04% | −1,600−3.7% | Reduced |
| CIBC Asset Management Inc | 42,028 | $3.19M | 0.01% | −1,047−2.4% | Reduced |
| Meritage Portfolio Management | 42,455 | $3.22M | 0.23% | +1,703+4.2% | Added |
| Tredje AP-fonden | 43,856 | $3.33M | 0.05% | −8,028−15.5% | Reduced |
| Freestone Capital Holdings, LLC | 44,506 | $3.38M | 0.14% | +95+0.2% | Added |
| Wedge Capital Management L L P | 44,668 | $3.39M | 0.05% | +41,373+1,255.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $3.41M | 0.02% | +43,578+3,064.6% | Added |
| CIBC World Markets Corp | 46,054 | $3.49M | 0.03% | +16,162+54.1% | Added |
| Texas Permanent School Fund | 48,463 | $3.68M | 0.03% | −93−0.2% | Reduced |
| Neuberger Berman Group LLC | 50,877 | $3.86M | 0.00% | +16,899+49.7% | Added |
| ProShare Advisors LLC | 50,903 | $3.86M | 0.01% | +572+1.1% | Added |
| Retirement Systems of Alabama | 51,316 | $3.89M | 0.02% | −15,944−23.7% | Reduced |
| IFM Investors Pty Ltd | 51,612 | $3.91M | 0.05% | +973+1.9% | Added |
| Public Sector Pension Investment Board | 51,694 | $3.92M | 0.03% | −3,273−6.0% | Reduced |
| Wealthfront Advisers LLC | 54,179 | $4.11M | 0.02% | −5,602−9.4% | Reduced |
| Unison Advisors LLC | 55,646 | $4.22M | 0.47% | +466+0.8% | Added |
| LSV Asset Management | 56,400 | $4.28M | 0.01% | −171,900−75.3% | Reduced |
| Jane Street Group, LLC | 56,962 | $4.32M | 0.01% | −43,459−43.3% | Reduced |
| MetLife Investment Management | 57,619 | $4.37M | 0.03% | −1,404−2.4% | Reduced |
| DnB Asset Management AS | 58,203 | $4.41M | 0.03% | −174−0.3% | Reduced |
| National Bank of Canada | 58,403 | $4.45M | 0.01% | +22,494+62.6% | Added |
| Amalgamated Bank | 59,448 | $4.51M | 0.04% | −773−1.3% | Reduced |
| Beacon Financial Group | 60,096 | $4.54M | 0.62% | −456−0.8% | Reduced |
| Captrust Financial Advisors | 60,257 | $4.57M | 0.02% | +1,574+2.7% | Added |
| Hoylecohen, LLC | 61,377 | $4.65M | 0.41% | −1,710−2.7% | Reduced |
| American International Group, Inc. | 62,091 | $4.71M | 0.03% | −124−0.2% | Reduced |
| Forsta Ap-Fonden | 62,400 | $4.73M | 0.05% | +20,900+50.4% | Added |
| State of Alaska, Department of Revenue | 62,439 | $4.74M | 0.06% | +26,470+73.6% | Added |
| Advisors Asset Management, Inc. | 63,129 | $4.79M | 0.10% | +516+0.8% | Added |
| USS Investment Management Ltd | 64,262 | $4.87M | 0.06% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 65,351 | $4.96M | 0.81% | −142−0.2% | Reduced |
| Natixis Advisors, L.P. | 66,030 | $5.01M | 0.02% | +705+1.1% | Added |
| Arizona State Retirement System | 66,311 | $5.03M | 0.04% | −4,825−6.8% | Reduced |
| State of Michigan Retirement System | 67,180 | $5.09M | 0.03% | −9,000−11.8% | Reduced |
| Baird Financial Group, Inc. | 68,454 | $5.19M | 0.01% | +371+0.5% | Added |
| Andra AP-fonden | 68,500 | $5.20M | 0.13% | +10,700+18.5% | Added |
| CBOE Vest Financial, LLC | 69,845 | $5.30M | 0.49% | +50,573+262.4% | Added |
| PGGM Investments | 71,286 | $5.41M | 0.09% | −1,788−2.4% | Reduced |
| Rafferty Asset Management, LLC | 72,489 | $5.50M | 0.03% | −4,194−5.5% | Reduced |
| Swiss Life Asset Management Ltd | 74,108 | $5.62M | 0.08% | −27,666−27.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 75,481 | $5.72M | 0.47% | −558−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 77,629 | $5.84M | 0.01% | −5,065−6.1% | Reduced |
| Illinois Municipal Retirement Fund | 77,130 | $5.85M | 0.12% | +52,503+213.2% | Added |
| Ci Investments Inc. | 79,196 | $6.01M | 0.03% | −6,146−7.2% | Reduced |