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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 124,551 | $9.45M | 0.04% | −15,576−11.1% | Reduced |
| LPL Financial LLC | 124,260 | $9.42M | 0.01% | +5,617+4.7% | Added |
| Capital Management Corp | 119,584 | $9.07M | 1.94% | +9,388+8.5% | Added |
| Mn Services Vermogensbeheer B.V. | 115,780 | $8.78M | 0.08% | −12,900−10.0% | Reduced |
| Churchill Management Corp | 114,656 | $8.70M | 0.15% | +925+0.8% | Added |
| Cambria Investment Management, L.P. | 109,368 | $8.29M | 0.69% | −11,996−9.9% | Reduced |
| Treasurer of the State of North Carolina | 108,876 | $8.26M | 0.04% | −405−0.4% | Reduced |
| Handelsbanken Fonder AB | 106,587 | $8.08M | 0.04% | +10,041+10.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,480 | $8.00M | 0.01% | +458+0.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 104,343 | $7.91M | 0.02% | −113,979−52.2% | Reduced |
| TD Asset Management Inc | 102,470 | $7.77M | 0.01% | −1,367−1.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 100,351 | $7.61M | 0.09% | −17,900−15.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 100,356 | $7.61M | 0.02% | +22,113+28.3% | Added |
| AMG National Trust Bank | 100,070 | $7.59M | 0.25% | +15,761+18.7% | Added |
| Asset Management One Co.,Ltd. | 99,351 | $7.53M | 0.03% | −1,296−1.3% | Reduced |
| NewSquare Capital LLC | 98,338 | $7.46M | 0.78% | +6,534+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 95,119 | $7.21M | 0.03% | +4,387+4.8% | Added |
| Nomura Asset Management Co Ltd | 95,064 | $7.21M | 0.03% | +31,139+48.7% | Added |
| KBC Group NV | 90,920 | $6.89M | 0.03% | −138,817−60.4% | Reduced |
| Standard Life Aberdeen plc | 90,841 | $6.89M | 0.02% | +16,420+22.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 86,827 | $6.59M | 0.09% | −9,202−9.6% | Reduced |
| American Century Companies Inc | 86,017 | $6.52M | 0.00% | −2,775−3.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,718 | $6.50M | 0.03% | −1,789−2.0% | Reduced |
| Macquarie Group Ltd | 85,235 | $6.46M | 0.01% | +724+0.9% | Added |
| Commonwealth Equity Services, LLC | 85,148 | $6.46M | 0.01% | −1,751−2.0% | Reduced |
| Raymond James & Associates | 84,590 | $6.42M | 0.01% | −283−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 83,995 | $6.37M | 0.05% | −695−0.8% | Reduced |
| Voya Investment Management LLC | 83,701 | $6.35M | 0.01% | −1,447−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 83,683 | $6.35M | 0.03% | −55,418−39.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 81,254 | $6.16M | 0.03% | −25,398−23.8% | Reduced |
| Ci Investments Inc. | 79,196 | $6.01M | 0.03% | −6,146−7.2% | Reduced |
| Illinois Municipal Retirement Fund | 77,130 | $5.85M | 0.12% | +52,503+213.2% | Added |
| DekaBank Deutsche Girozentrale | 77,629 | $5.84M | 0.01% | −5,065−6.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 75,481 | $5.72M | 0.47% | −558−0.7% | Reduced |
| Swiss Life Asset Management Ltd | 74,108 | $5.62M | 0.08% | −27,666−27.2% | Reduced |
| Rafferty Asset Management, LLC | 72,489 | $5.50M | 0.03% | −4,194−5.5% | Reduced |
| PGGM Investments | 71,286 | $5.41M | 0.09% | −1,788−2.4% | Reduced |
| CBOE Vest Financial, LLC | 69,845 | $5.30M | 0.49% | +50,573+262.4% | Added |
| Andra AP-fonden | 68,500 | $5.20M | 0.13% | +10,700+18.5% | Added |
| Baird Financial Group, Inc. | 68,454 | $5.19M | 0.01% | +371+0.5% | Added |
| State of Michigan Retirement System | 67,180 | $5.09M | 0.03% | −9,000−11.8% | Reduced |
| Arizona State Retirement System | 66,311 | $5.03M | 0.04% | −4,825−6.8% | Reduced |
| Natixis Advisors, L.P. | 66,030 | $5.01M | 0.02% | +705+1.1% | Added |
| Dean Investment Associates, LLC | 65,351 | $4.96M | 0.81% | −142−0.2% | Reduced |
| USS Investment Management Ltd | 64,262 | $4.87M | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 63,129 | $4.79M | 0.10% | +516+0.8% | Added |
| State of Alaska, Department of Revenue | 62,439 | $4.74M | 0.06% | +26,470+73.6% | Added |
| Forsta Ap-Fonden | 62,400 | $4.73M | 0.05% | +20,900+50.4% | Added |
| American International Group, Inc. | 62,091 | $4.71M | 0.03% | −124−0.2% | Reduced |
| Hoylecohen, LLC | 61,377 | $4.65M | 0.41% | −1,710−2.7% | Reduced |
| Captrust Financial Advisors | 60,257 | $4.57M | 0.02% | +1,574+2.7% | Added |
| Beacon Financial Group | 60,096 | $4.54M | 0.62% | −456−0.8% | Reduced |
| Amalgamated Bank | 59,448 | $4.51M | 0.04% | −773−1.3% | Reduced |
| National Bank of Canada | 58,403 | $4.45M | 0.01% | +22,494+62.6% | Added |
| DnB Asset Management AS | 58,203 | $4.41M | 0.03% | −174−0.3% | Reduced |
| MetLife Investment Management | 57,619 | $4.37M | 0.03% | −1,404−2.4% | Reduced |
| Jane Street Group, LLC | 56,962 | $4.32M | 0.01% | −43,459−43.3% | Reduced |
| LSV Asset Management | 56,400 | $4.28M | 0.01% | −171,900−75.3% | Reduced |
| Unison Advisors LLC | 55,646 | $4.22M | 0.47% | +466+0.8% | Added |
| Wealthfront Advisers LLC | 54,179 | $4.11M | 0.02% | −5,602−9.4% | Reduced |
| Public Sector Pension Investment Board | 51,694 | $3.92M | 0.03% | −3,273−6.0% | Reduced |
| IFM Investors Pty Ltd | 51,612 | $3.91M | 0.05% | +973+1.9% | Added |
| Retirement Systems of Alabama | 51,316 | $3.89M | 0.02% | −15,944−23.7% | Reduced |
| ProShare Advisors LLC | 50,903 | $3.86M | 0.01% | +572+1.1% | Added |
| Neuberger Berman Group LLC | 50,877 | $3.86M | 0.00% | +16,899+49.7% | Added |
| Texas Permanent School Fund | 48,463 | $3.68M | 0.03% | −93−0.2% | Reduced |
| CIBC World Markets Corp | 46,054 | $3.49M | 0.03% | +16,162+54.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $3.41M | 0.02% | +43,578+3,064.6% | Added |
| Wedge Capital Management L L P | 44,668 | $3.39M | 0.05% | +41,373+1,255.6% | Added |
| Freestone Capital Holdings, LLC | 44,506 | $3.38M | 0.14% | +95+0.2% | Added |
| Tredje AP-fonden | 43,856 | $3.33M | 0.05% | −8,028−15.5% | Reduced |
| Meritage Portfolio Management | 42,455 | $3.22M | 0.23% | +1,703+4.2% | Added |
| CIBC Asset Management Inc | 42,028 | $3.19M | 0.01% | −1,047−2.4% | Reduced |
| Utah Retirement Systems | 41,513 | $3.15M | 0.04% | −1,600−3.7% | Reduced |
| Iowa State Bank | 41,298 | $3.13M | 0.79% | +236+0.6% | Added |
| Ethic Inc. | 40,692 | $3.09M | 0.11% | +3,142+8.4% | Added |
| 1832 Asset Management L.P. | 40,394 | $3.06M | 0.01% | +1,069+2.7% | Added |
| Bridgeway Capital Management, LLC | 39,500 | $3.00M | 0.07% | +39,500 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,377 | $2.99M | 0.02% | +801+2.1% | Added |
| Foster & Motley Inc | 38,212 | $2.90M | 0.22% | +10,654+38.7% | Added |
| State of Tennessee, Treasury Department | 36,771 | $2.79M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 36,248 | $2.75M | 0.03% | −39,543−52.2% | Reduced |
| Arjuna Capital | 35,934 | $2.73M | 0.97% | +1,171+3.4% | Added |
| New York Life Investment Management LLC | 35,596 | $2.70M | 0.03% | −459−1.3% | Reduced |
| Cetera Investment Advisers | 35,255 | $2.67M | 0.02% | −1,281−3.5% | Reduced |
| Private Advisor Group, LLC | 34,007 | $2.67M | 0.02% | +2,897+9.3% | Added |
| Dakota Wealth Management | 34,408 | $2.61M | 0.12% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 34,187 | $2.59M | 0.03% | +306+0.9% | Added |
| Avantax Planning Partners, Inc. | 34,046 | $2.58M | 0.10% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 34,049 | $2.58M | 0.00% | −2,349−6.5% | Reduced |
| Schroder Investment Management Group | 33,971 | $2.58M | 0.00% | −2,949−8.0% | Reduced |
| US Bancorp | 33,375 | $2.53M | 0.00% | −731−2.1% | Reduced |
| Van Eck Associates Corp | 33,321 | $2.53M | 0.01% | +764+2.3% | Added |
| Franklin Resources Inc | 33,053 | $2.51M | 0.00% | −50,605−60.5% | Reduced |
| Alaska Permanent Fund Corp | 32,700 | $2.48M | 0.05% | +32,700 | New |
| Mutual of America Capital Management LLC | 32,488 | $2.46M | 0.03% | −84−0.3% | Reduced |
| Park Avenue Securities LLC | 32,213 | $2.44M | 0.04% | −2,943−8.4% | Reduced |
| ExodusPoint Capital Management, LP | 31,881 | $2.42M | 0.03% | −20,238−38.8% | Reduced |
| Siemens Fonds Invest GmbH | 31,858 | $2.40M | 0.23% | −567−1.7% | Reduced |
| Investment Management Corp of Ontario | 31,607 | $2.40M | 0.10% | +6,074+23.8% | Added |