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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 81,254 | $6.16M | 0.03% | −25,398−23.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 83,683 | $6.35M | 0.03% | −55,418−39.8% | Reduced |
| Voya Investment Management LLC | 83,701 | $6.35M | 0.01% | −1,447−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 83,995 | $6.37M | 0.05% | −695−0.8% | Reduced |
| Raymond James & Associates | 84,590 | $6.42M | 0.01% | −283−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 85,148 | $6.46M | 0.01% | −1,751−2.0% | Reduced |
| Macquarie Group Ltd | 85,235 | $6.46M | 0.01% | +724+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,718 | $6.50M | 0.03% | −1,789−2.0% | Reduced |
| American Century Companies Inc | 86,017 | $6.52M | 0.00% | −2,775−3.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 86,827 | $6.59M | 0.09% | −9,202−9.6% | Reduced |
| Standard Life Aberdeen plc | 90,841 | $6.89M | 0.02% | +16,420+22.1% | Added |
| KBC Group NV | 90,920 | $6.89M | 0.03% | −138,817−60.4% | Reduced |
| Nomura Asset Management Co Ltd | 95,064 | $7.21M | 0.03% | +31,139+48.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 95,119 | $7.21M | 0.03% | +4,387+4.8% | Added |
| NewSquare Capital LLC | 98,338 | $7.46M | 0.78% | +6,534+7.1% | Added |
| Asset Management One Co.,Ltd. | 99,351 | $7.53M | 0.03% | −1,296−1.3% | Reduced |
| AMG National Trust Bank | 100,070 | $7.59M | 0.25% | +15,761+18.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 100,356 | $7.61M | 0.02% | +22,113+28.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 100,351 | $7.61M | 0.09% | −17,900−15.1% | Reduced |
| TD Asset Management Inc | 102,470 | $7.77M | 0.01% | −1,367−1.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 104,343 | $7.91M | 0.02% | −113,979−52.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,480 | $8.00M | 0.01% | +458+0.4% | Added |
| Handelsbanken Fonder AB | 106,587 | $8.08M | 0.04% | +10,041+10.4% | Added |
| Treasurer of the State of North Carolina | 108,876 | $8.26M | 0.04% | −405−0.4% | Reduced |
| Cambria Investment Management, L.P. | 109,368 | $8.29M | 0.69% | −11,996−9.9% | Reduced |
| Churchill Management Corp | 114,656 | $8.70M | 0.15% | +925+0.8% | Added |
| Mn Services Vermogensbeheer B.V. | 115,780 | $8.78M | 0.08% | −12,900−10.0% | Reduced |
| Capital Management Corp | 119,584 | $9.07M | 1.94% | +9,388+8.5% | Added |
| LPL Financial LLC | 124,260 | $9.42M | 0.01% | +5,617+4.7% | Added |
| Public Employees Retirement System of Ohio | 124,551 | $9.45M | 0.04% | −15,576−11.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 129,887 | $9.85M | 0.04% | −2,350−1.8% | Reduced |
| Commerce Bank | 131,112 | $9.94M | 0.07% | −759−0.6% | Reduced |
| State of Wisconsin Investment Board | 131,288 | $9.96M | 0.03% | −1,817−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 131,646 | $9.98M | 0.85% | +11,502+9.6% | Added |
| Robeco Institutional Asset Management B.V. | 133,095 | $10.1M | 0.03% | +4,522+3.5% | Added |
| Advisor Group Holdings, Inc. | 134,368 | $10.2M | 0.02% | +3,280+2.5% | Added |
| State of New Jersey Common Pension Fund D | 135,746 | $10.3M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 137,109 | $10.4M | 0.02% | +3,246+2.4% | Added |
| Intech Investment Management LLC | 137,889 | $10.5M | 0.11% | −133,361−49.2% | Reduced |
| Teacher Retirement System of Texas | 139,954 | $10.6M | 0.07% | +17,883+14.6% | Added |
| Brookfield Asset Management Inc. | 143,245 | $10.9M | 0.04% | −34,595−19.5% | Reduced |
| Sound Income Strategies, LLC | 143,757 | $10.9M | 1.12% | +10,447+7.8% | Added |
| D. E. Shaw & Co., Inc. | 145,670 | $11.0M | 0.02% | +55,809+62.1% | Added |
| Citigroup Inc | 148,586 | $11.3M | 0.01% | −201,838−57.6% | Reduced |
| Royal London Asset Management Ltd | 155,618 | $11.8M | 0.04% | +50,177+47.6% | Added |
| Ensign Peak Advisors, Inc | 156,220 | $11.8M | 0.02% | −77,725−33.2% | Reduced |
| Manufacturers Life Insurance Company, The | 156,353 | $11.9M | 0.01% | −4,856−3.0% | Reduced |
| NewEdge Wealth, LLC | 159,029 | $12.1M | 0.40% | +8,548+5.7% | Added |
| Pictet Asset Management SA | 161,446 | $12.2M | 0.01% | +6,051+3.9% | Added |
| Toronto Dominion Bank | 162,766 | $12.3M | 0.02% | +36,012+28.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 166,338 | $12.6M | 0.03% | −3,058−1.8% | Reduced |
| Bank of Montreal | 173,084 | $13.2M | 0.01% | −1,027−0.6% | Reduced |
| Ameriprise Financial Inc | 189,341 | $14.4M | 0.00% | −40,682−17.7% | Reduced |
| Achmea Investment Management B.V. | 193,183 | $14.7M | 0.31% | +30,333+18.6% | Added |
| Prudential Financial Inc | 200,514 | $15.2M | 0.02% | −2,577−1.3% | Reduced |
| Swedbank AB | 205,162 | $15.6M | 0.03% | 00.0% | Unchanged |
| Argent Capital Management LLC | 206,961 | $15.7M | 0.51% | −128,807−38.4% | Reduced |
| Squarepoint Ops LLC | 207,112 | $15.7M | 0.09% | −101,414−32.9% | Reduced |
| Mercer Global Advisors Inc | 208,750 | $15.8M | 0.06% | +4,989+2.4% | Added |
| Wells Fargo & Company | 210,187 | $15.9M | 0.00% | −24,216−10.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213,343 | $16.2M | 0.03% | +28,641+15.5% | Added |
| Susquehanna International Group, LLP | 219,780 | $16.7M | 0.03% | −78,756−26.4% | Reduced |
| The PNC Financial Services Group, Inc. | 220,848 | $16.7M | 0.01% | −13,895−5.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 225,000 | $17.1M | 0.04% | +225,000 | New |
| BNP Paribas Arbitrage, SA | 226,336 | $17.2M | 0.03% | −46,643−17.1% | Reduced |
| AE Wealth Management LLC | 229,324 | $17.4M | 0.10% | −9,814−4.1% | Reduced |
| AustralianSuper Pty Ltd | 239,321 | $18.2M | 0.12% | −80,596−25.2% | Reduced |
| Russell Investments Group, Ltd. | 251,440 | $19.1M | 0.04% | +68,337+37.3% | Added |
| New York State Common Retirement Fund | 251,909 | $19.1M | 0.02% | −13,952−5.2% | Reduced |
| Man Group plc | 258,527 | $19.6M | 0.06% | – | – |
| Principal Financial Group Inc | 271,171 | $20.6M | 0.01% | −3,666−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 288,697 | $21.9M | 0.05% | −8,192−2.8% | Reduced |
| Storebrand Asset Management AS | 295,985 | $22.4M | 0.10% | −2,258−0.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 297,274 | $22.6M | 0.15% | −172,309−36.7% | Reduced |
| Price T Rowe Associates Inc | 304,277 | $23.1M | 0.00% | −2,970−1.0% | Reduced |
| New York State Teachers Retirement System | 306,182 | $23.2M | 0.05% | −4,074−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 314,717 | $23.9M | 0.35% | +67,204+27.2% | Added |
| GW Henssler & Associates Ltd | 325,816 | $24.7M | 1.62% | +2,607+0.8% | Added |
| Great West Life Assurance Co | 327,617 | $25.0M | 0.06% | +46,784+16.7% | Added |
| Alliancebernstein L.P. | 337,638 | $25.6M | 0.01% | −21,518−6.0% | Reduced |
| Korea Investment CORP | 338,691 | $25.7M | 0.07% | +111,603+49.1% | Added |
| Brandywine Global Investment Management, LLC | 346,628 | $26.3M | 0.22% | −52,123−13.1% | Reduced |
| UBS Group AG | 360,583 | $27.3M | 0.01% | +23,991+7.1% | Added |
| Qube Research & Technologies Ltd | 391,229 | $29.7M | 0.12% | +314,091+407.2% | Added |
| North Star Asset Management Inc | 394,494 | $29.9M | 1.65% | +3,050+0.8% | Added |
| Allianz Asset Management GmbH | 395,847 | $30.0M | 0.06% | −11,166−2.7% | Reduced |
| California State Teachers Retirement System | 401,730 | $30.5M | 0.04% | −18,949−4.5% | Reduced |
| National Pension Service | 407,176 | $30.8M | 0.05% | +38,152+10.3% | Added |
| Credit Suisse AG | 421,147 | $32.0M | 0.03% | −371,329−46.9% | Reduced |
| Envestnet Asset Management Inc | 439,223 | $33.3M | 0.01% | −3,685,735−89.4% | Reduced |
| Assetmark, Inc | 444,791 | $33.7M | 0.13% | −50,559−10.2% | Reduced |
| Victory Capital Management Inc | 456,049 | $34.6M | 0.04% | −257,947−36.1% | Reduced |
| Citadel Advisors LLC | 456,931 | $34.7M | 0.04% | +444,862+3,686.0% | Added |
| Millennium Management LLC | 460,637 | $34.9M | 0.04% | +275,481+148.8% | Added |
| JPMorgan Chase & Co | 473,407 | $35.9M | 0.00% | −8,155−1.7% | Reduced |
| Balyasny Asset Management LLC | 473,664 | $35.9M | 0.10% | −151,371−24.2% | Reduced |
| California Public Employees Retirement System | 476,381 | $36.1M | 0.03% | −45,315−8.7% | Reduced |
| Fort Washington Investment Advisors Inc | 488,101 | $37.0M | 0.27% | +880.0% | Added |
| Marshall Wace, LLP | 527,218 | $40.0M | 0.09% | +337,855+178.4% | Added |
| Rhumbline Advisers | 533,363 | $40.5M | 0.05% | +12,533+2.4% | Added |