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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 31,329 | $2.38M | 0.01% | −6,922−18.1% | Reduced |
| Xponance, Inc. | 31,216 | $2.37M | 0.03% | +97+0.3% | Added |
| La Banque Postale Asset Management SA | 31,148 | $2.36M | 0.06% | +2,395+8.3% | Added |
| Mackenzie Financial Corp | 30,840 | $2.36M | 0.00% | +2,120+7.4% | Added |
| Banque Pictet & Cie SA | 30,375 | $2.30M | 0.02% | +13,875+84.1% | Added |
| Conning Inc. | 30,012 | $2.28M | 0.08% | +6,947+30.1% | Added |
| Pinebridge Investments, L.P. | 29,735 | $2.26M | 0.02% | +29,735 | New |
| Public Employees Retirement Association of Colorado | 29,523 | $2.24M | 0.01% | −426−1.4% | Reduced |
| Ascent Group, LLC | 28,202 | $2.23M | 0.25% | +2,164+8.3% | Added |
| Vident Investment Advisory, LLC | 28,069 | $2.13M | 0.07% | −11,943−29.8% | Reduced |
| BerganKDV Wealth Management, LLC | 27,620 | $2.09M | 0.21% | −2,301−7.7% | Reduced |
| SEI Investments Co | 27,340 | $2.07M | 0.00% | −42,418−60.8% | Reduced |
| Mount Lucas Management LP | 26,795 | $2.03M | 0.73% | −5,243−16.4% | Reduced |
| Czech National Bank | 26,728 | $2.03M | 0.05% | −112−0.4% | Reduced |
| Cetera Advisor Networks LLC | 26,498 | $2.01M | 0.01% | +1,988+8.1% | Added |
| Nissay Asset Management Corp | 25,753 | $1.95M | 0.02% | −1,094−4.1% | Reduced |
| SG Americas Securities, LLC | 25,675 | $1.95M | 0.02% | +15,966+164.4% | Added |
| Hohimer Wealth Management, LLC | 25,008 | $1.90M | 0.52% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 24,878 | $1.89M | 0.00% | +2,246+9.9% | Added |
| Gulf International Bank (UK) Ltd | 24,524 | $1.86M | 0.05% | −7,661−23.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 24,505 | $1.86M | 0.40% | −2,582−9.5% | Reduced |
| Hancock Whitney Corp | 24,459 | $1.85M | 0.07% | −3,916−13.8% | Reduced |
| Ontario Teachers Pension Plan Board | 24,384 | $1.85M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 23,900 | $1.81M | 0.06% | −450−1.8% | Reduced |
| Mariner, LLC | 23,742 | $1.80M | 0.00% | −2,015−7.8% | Reduced |
| Toroso Investments, LLC | 23,341 | $1.77M | 0.05% | +2,930+14.4% | Added |
| STRS Ohio | 23,293 | $1.77M | 0.01% | −7,587−24.6% | Reduced |
| Creative Planning | 23,192 | $1.76M | 0.00% | +975+4.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,697 | $1.72M | 1.70% | −1,414−5.9% | Reduced |
| Columbus Macro, LLC | 21,923 | $1.68M | 0.67% | −899−3.9% | Reduced |
| Janney Montgomery Scott LLC | 21,998 | $1.67M | 0.01% | −540−2.4% | Reduced |
| British Columbia Investment Management Corp | 21,795 | $1.65M | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 21,601 | $1.64M | 0.00% | +21,600+2,160,000.0% | Added |
| EHP Funds Inc. | 21,100 | $1.60M | 0.45% | −28,230−57.2% | Reduced |
| Occudo Quantitative Strategies LP | 20,773 | $1.58M | 0.16% | +20,773 | New |
| Financial Advisory Service, Inc. | 20,760 | $1.57M | 0.20% | +2,733+15.2% | Added |
| Truist Financial Corp | 20,668 | $1.57M | 0.00% | −2,347−10.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,608 | $1.56M | 0.02% | −1,501−6.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,431 | $1.55M | 0.00% | −295−1.4% | Reduced |
| Cerity Partners LLC | 20,262 | $1.54M | 0.01% | +13,383+194.5% | Added |
| HighTower Advisors, LLC | 20,302 | $1.54M | 0.00% | −17,956−46.9% | Reduced |
| Bank of Nova Scotia | 20,095 | $1.52M | 0.00% | +2,611+14.9% | Added |
| Elo Mutual Pension Insurance Co | 20,061 | $1.52M | 0.04% | +317+1.6% | Added |
| Crestline Management, LP | 20,000 | $1.52M | 0.17% | +5,000+33.3% | Added |
| Great Diamond Partners, LLC | 19,822 | $1.50M | 0.40% | −56−0.3% | Reduced |
| M&T Bank Corp | 19,617 | $1.49M | 0.01% | −2,979−13.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,554 | $1.48M | 0.02% | +72+0.4% | Added |
| Assenagon Asset Management S.A. | 19,187 | $1.46M | 0.01% | −90,184−82.5% | Reduced |
| Norinchukin Bank, The | 18,905 | $1.43M | 0.02% | +6,400+51.2% | Added |
| Securian Asset Management, Inc | 18,626 | $1.41M | 0.04% | −227−1.2% | Reduced |
| CI Private Wealth, LLC | 18,607 | $1.41M | 0.00% | −11,441−38.1% | Reduced |
| Daiwa Securities Group Inc. | 18,602 | $1.41M | 0.01% | +432+2.4% | Added |
| Guggenheim Capital LLC | 18,523 | $1.40M | 0.01% | −34,707−65.2% | Reduced |
| Maryland State Retirement & Pension System | 18,456 | $1.40M | 0.03% | −793−4.1% | Reduced |
| Kentucky Retirement Systems | 18,153 | $1.38M | 0.05% | +161+0.9% | Added |
| Montag A & Associates Inc | 17,946 | $1.36M | 0.08% | −630−3.4% | Reduced |
| Prudential PLC | 17,860 | $1.35M | 0.02% | +2,086+13.2% | Added |
| Federated Hermes, Inc. | 17,470 | $1.32M | 0.00% | +12,646+262.1% | Added |
| Centric Wealth Management | 17,226 | $1.32M | 0.53% | +1,256+7.9% | Added |
| Stifel Financial Corp | 17,240 | $1.31M | 0.00% | −6,848−28.4% | Reduced |
| Hartford Investment Management Co | 16,869 | $1.28M | 0.05% | −2,993−15.1% | Reduced |
| Crossmark Global Holdings, Inc. | 15,729 | $1.25M | 0.03% | −545−3.3% | Reduced |
| Nordea Investment Management AB | 16,440 | $1.25M | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 16,355 | $1.24M | 0.17% | −216−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 16,354 | $1.24M | 0.03% | −339−2.0% | Reduced |
| Old National Bancorp | 16,342 | $1.24M | 0.04% | −7,289−30.8% | Reduced |
| MML Investors Services, LLC | 16,105 | $1.22M | 0.01% | +333+2.1% | Added |
| Paradigm Financial Partners, LLC | 15,804 | $1.20M | 0.32% | −2,218−12.3% | Reduced |
| D.A. Davidson & Co. | 15,756 | $1.20M | 0.01% | +635+4.2% | Added |
| Argent Trust Co | 15,664 | $1.19M | 0.06% | +3,768+31.7% | Added |
| Quantinno Capital Management LP | 15,451 | $1.17M | 0.07% | +3,262+26.8% | Added |
| Advisor Partners II, LLC | 15,162 | $1.15M | 0.05% | +664+4.6% | Added |
| GoalVest Advisory LLC | 14,982 | $1.14M | 0.59% | −2,718−15.4% | Reduced |
| Edgestream Partners, L.P. | 14,936 | $1.13M | 0.10% | +14,936 | New |
| Sound View Wealth Advisors Group, LLC | 14,763 | $1.12M | 0.15% | +2,517+20.6% | Added |
| Banque Cantonale Vaudoise | 14,655 | $1.11M | 0.05% | +7,000+91.4% | Added |
| Duality Advisers, LP | 14,478 | $1.10M | 0.14% | +14,478 | New |
| Cresset Asset Management, LLC | 14,258 | $1.08M | 0.01% | +10,720+303.0% | Added |
| Umb Bank N A | 14,250 | $1.08M | 0.02% | −198,544−93.3% | Reduced |
| Glaxis Capital Management, LLC | 14,127 | $1.07M | 4.07% | +122+0.9% | Added |
| Kestra Advisory Services, LLC | 14,025 | $1.06M | 0.01% | +1,018+7.8% | Added |
| Louisiana State Employees Retirement System | 14,000 | $1.06M | 0.02% | −800−5.4% | Reduced |
| Pacer Advisors, Inc. | 13,993 | $1.06M | 0.00% | −140−1.0% | Reduced |
| Polianta Ltd | 14,000 | $1.06M | 0.49% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 13,984 | $1.06M | 0.01% | −13,809−49.7% | Reduced |
| Ergoteles LLC | 13,885 | $1.05M | 0.05% | −316,227−95.8% | Reduced |
| Kestra Private Wealth Services, LLC | 13,628 | $1.03M | 0.04% | −4,160−23.4% | Reduced |
| Bridgewater Associates, LP | 13,615 | $1.03M | 0.01% | +13,615 | New |
| Rockland Trust Co | 13,596 | $1.03M | 0.06% | −316−2.3% | Reduced |
| Adams Wealth Management | 13,555 | $1.03M | 0.32% | +351+2.7% | Added |
| Jefferies Financial Group Inc. | 13,238 | $1.00M | 0.02% | +7,743+140.9% | Added |
| Estate Counselors, LLC | 13,070 | $991.2K | 0.13% | 00.0% | Unchanged |
| PSI Advisors, LLC | 12,993 | $985.4K | 0.43% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,888 | $977.4K | 0.02% | +555+4.5% | Added |
| Natixis | 12,827 | $972.8K | 0.01% | −4,088−24.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,483 | $946.7K | 0.01% | −643−4.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,309 | $934.0K | 0.67% | −50−0.4% | Reduced |
| Glenmede Trust Co NA | 12,555 | $933.1K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,273 | $930.8K | 0.02% | −1,523−11.0% | Reduced |
| Foster Group, Inc. | 11,970 | $907.8K | 0.05% | −820−6.4% | Reduced |