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, Q3 2023
Institutional positions in Principal Financial Group Inc as of Sep 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
- 723
- +1 vs. Q2 2023
- Shares held
- 171.5M
- −2.45M (−1.4%) vs. Q2 2023
- Total value
- $12.4B
- −$812.2M (−6.2%) vs. Q2 2023
- New holders
- 65
- 215 more added
- Sold out
- 64
- 282 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,034,408 | $2.09B | 0.05% | −422,011−1.4% | Reduced |
| BlackRock Inc. | 19,538,217 | $1.41B | 0.04% | −379,690−1.9% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.31B | 63.79% | 00.0% | Unchanged |
| Bank of America Corp | 12,096,839 | $871.8M | 0.11% | −1,625,781−11.8% | Reduced |
| State Street Corp | 9,872,652 | $711.5M | 0.04% | −274,119−2.7% | Reduced |
| Capital Research Global Investors | 9,796,073 | $706.0M | 0.19% | +646,962+7.1% | Added |
| Geode Capital Management, LLC | 5,163,150 | $371.6M | 0.04% | −440,294−7.9% | Reduced |
| Wellington Management Group LLP | 4,423,975 | $318.8M | 0.06% | +575,646+15.0% | Added |
| Dimensional Fund Advisors LP | 3,922,987 | $282.8M | 0.09% | +50,148+1.3% | Added |
| Northern Trust Corp | 3,920,915 | $282.6M | 0.05% | +16,052+0.4% | Added |
| Norges Bank | 2,741,216 | $197.6M | 0.04% | +40,981+1.5% | Added |
| First Trust Advisors LP | 2,639,316 | $190.2M | 0.23% | −22,676−0.9% | Reduced |
| Morgan Stanley | 2,613,880 | $188.4M | 0.02% | −48,641−1.8% | Reduced |
| Invesco Ltd. | 2,231,757 | $160.8M | 0.04% | +249,127+12.6% | Added |
| Legal & General Group Plc | 2,006,272 | $144.6M | 0.05% | −88,615−4.2% | Reduced |
| Goldman Sachs Group Inc | 1,957,656 | $141.1M | 0.04% | −387,017−16.5% | Reduced |
| Royal Bank of Canada | 1,846,670 | $133.1M | 0.04% | −156,216−7.8% | Reduced |
| Bank of New York Mellon Corp | 1,633,908 | $117.8M | 0.03% | −125,415−7.1% | Reduced |
| Balyasny Asset Management LLC | 1,437,428 | $103.6M | 0.29% | +963,764+203.5% | Added |
| Charles Schwab Investment Management Inc | 1,281,761 | $92.4M | 0.03% | +3,190+0.2% | Added |
| HSBC Holdings PLC | 1,210,985 | $87.3M | 0.10% | +456,455+60.5% | Added |
| Mairs & Power Inc | 1,193,278 | $86.0M | 1.01% | −9,381−0.8% | Reduced |
| UBS Asset Management Americas Inc | 1,161,662 | $83.7M | 0.04% | +51,682+4.7% | Added |
| Swiss National Bank | 780,900 | $56.3M | 0.04% | −96,700−11.0% | Reduced |
| Amundi | 752,369 | $52.5M | 0.03% | +84,062+12.6% | Added |
| Citadel Advisors LLC | 682,205 | $49.2M | 0.05% | +225,274+49.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 668,507 | $48.2M | 0.04% | −8,362−1.2% | Reduced |
| Deutsche Bank AG | 653,258 | $47.1M | 0.03% | +33,462+5.4% | Added |
| Barclays PLC | 643,198 | $46.4M | 0.03% | +81,164+14.4% | Added |
| FMR LLC | 588,846 | $42.4M | 0.00% | −9,476−1.6% | Reduced |
| Nuveen Asset Management, LLC | 555,156 | $40.0M | 0.01% | −10,536−1.9% | Reduced |
| Qube Research & Technologies Ltd | 536,958 | $38.7M | 0.11% | +145,729+37.2% | Added |
| Rhumbline Advisers | 500,588 | $36.1M | 0.04% | −32,775−6.1% | Reduced |
| JPMorgan Chase & Co | 490,529 | $35.4M | 0.00% | +17,122+3.6% | Added |
| Assetmark, Inc | 478,189 | $34.5M | 0.14% | +33,398+7.5% | Added |
| California Public Employees Retirement System | 476,359 | $34.3M | 0.03% | −220.0% | Reduced |
| Fort Washington Investment Advisors Inc | 424,274 | $30.6M | 0.23% | −63,827−13.1% | Reduced |
| Credit Suisse AG | 420,463 | $30.3M | 0.03% | −684−0.2% | Reduced |
| National Pension Service | 398,146 | $29.0M | 0.05% | −9,030−2.2% | Reduced |
| North Star Asset Management Inc | 395,863 | $28.5M | 1.64% | +1,369+0.3% | Added |
| California State Teachers Retirement System | 390,965 | $28.2M | 0.04% | −10,765−2.7% | Reduced |
| Brandywine Global Investment Management, LLC | 358,618 | $25.8M | 0.23% | +11,990+3.5% | Added |
| Marshall Wace, LLP | 349,741 | $25.2M | 0.05% | −177,477−33.7% | Reduced |
| Gillson Capital LP | 322,491 | $23.2M | 1.72% | +322,491 | New |
| QRG Capital Management, Inc. | 315,327 | $22.7M | 0.39% | +315,327 | New |
| Price T Rowe Associates Inc | 298,732 | $21.5M | 0.00% | −5,545−1.8% | Reduced |
| Victory Capital Management Inc | 298,301 | $21.5M | 0.02% | −157,748−34.6% | Reduced |
| Great West Life Assurance Co | 297,242 | $21.4M | 0.05% | −30,375−9.3% | Reduced |
| Alliancebernstein L.P. | 292,756 | $21.1M | 0.01% | −44,882−13.3% | Reduced |
| State Board of Administration of Florida Retirement System | 287,657 | $20.7M | 0.05% | −1,040−0.4% | Reduced |
| Storebrand Asset Management AS | 284,407 | $20.5M | 0.10% | −11,578−3.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 276,844 | $20.0M | 0.30% | −37,873−12.0% | Reduced |
| Man Group plc | – | $20.0M | 0.06% | – | – |
| New York State Teachers Retirement System | 265,073 | $19.1M | 0.05% | −41,109−13.4% | Reduced |
| UBS Group AG | 264,981 | $19.1M | 0.01% | −95,602−26.5% | Reduced |
| BNP Paribas Arbitrage, SA | 262,882 | $18.9M | 0.04% | +36,546+16.1% | Added |
| Principal Financial Group Inc | 259,018 | $18.7M | 0.01% | −12,153−4.5% | Reduced |
| Advisor Group Holdings, Inc. | 250,874 | $18.1M | 0.03% | +116,506+86.7% | Added |
| Russell Investments Group, Ltd. | 243,396 | $17.6M | 0.03% | −8,044−3.2% | Reduced |
| Squarepoint Ops LLC | 241,404 | $17.4M | 0.08% | +34,292+16.6% | Added |
| AustralianSuper Pty Ltd | 239,321 | $17.2M | 0.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 237,931 | $17.1M | 0.07% | +29,181+14.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 229,578 | $16.5M | 0.03% | +16,235+7.6% | Added |
| The PNC Financial Services Group, Inc. | 214,410 | $15.5M | 0.01% | −6,438−2.9% | Reduced |
| Millennium Management LLC | 213,794 | $15.4M | 0.02% | −246,843−53.6% | Reduced |
| AE Wealth Management LLC | 210,079 | $15.1M | 0.09% | −19,245−8.4% | Reduced |
| New York State Common Retirement Fund | 209,956 | $15.1M | 0.02% | −41,953−16.7% | Reduced |
| Envestnet Asset Management Inc | 200,119 | $14.4M | 0.01% | −239,104−54.4% | Reduced |
| GW Henssler & Associates Ltd | 196,006 | $14.1M | 0.96% | −129,810−39.8% | Reduced |
| Wells Fargo & Company | 195,803 | $14.1M | 0.00% | −14,384−6.8% | Reduced |
| Prudential Financial Inc | 195,091 | $14.1M | 0.02% | −5,423−2.7% | Reduced |
| Susquehanna International Group, LLP | 188,685 | $13.6M | 0.02% | −31,095−14.1% | Reduced |
| Ameriprise Financial Inc | 187,569 | $13.5M | 0.00% | −1,772−0.9% | Reduced |
| Bank of Montreal | 171,717 | $13.3M | 0.01% | −1,367−0.8% | Reduced |
| Swedbank AB | 183,582 | $13.2M | 0.02% | −21,580−10.5% | Reduced |
| Twinbeech Capital LP | 173,335 | $12.5M | 0.24% | +173,335 | New |
| Royal London Asset Management Ltd | 172,994 | $12.5M | 0.04% | +17,376+11.2% | Added |
| Achmea Investment Management B.V. | 171,963 | $12.4M | 0.27% | −21,220−11.0% | Reduced |
| State of Tennessee, Treasury Department | 166,453 | $12.0M | 0.05% | +129,682+352.7% | Added |
| D. E. Shaw & Co., Inc. | 164,367 | $11.8M | 0.02% | +18,697+12.8% | Added |
| State of Wisconsin Investment Board | 164,231 | $11.8M | 0.04% | +32,943+25.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 160,912 | $11.6M | 0.03% | −5,426−3.3% | Reduced |
| Korea Investment CORP | 155,226 | $11.2M | 0.03% | −183,465−54.2% | Reduced |
| Manufacturers Life Insurance Company, The | 154,935 | $11.2M | 0.01% | −1,418−0.9% | Reduced |
| Sound Income Strategies, LLC | 154,529 | $11.1M | 0.94% | +10,772+7.5% | Added |
| Pictet Asset Management Holding SA | 147,508 | $10.6M | 0.01% | +147,508 | New |
| Teacher Retirement System of Texas | 145,709 | $10.5M | 0.07% | +5,755+4.1% | Added |
| Canada Pension Plan Investment Board | 140,901 | $10.2M | 0.01% | +119,300+552.3% | Added |
| Citigroup Inc | 138,981 | $10.0M | 0.01% | −9,605−6.5% | Reduced |
| Tudor Investment Corp Et Al | 131,852 | $9.50M | 0.14% | +131,852 | New |
| State of New Jersey Common Pension Fund D | 130,702 | $9.42M | 0.03% | −5,044−3.7% | Reduced |
| ExodusPoint Capital Management, LP | 129,117 | $9.30M | 0.12% | +97,236+305.0% | Added |
| Goelzer Investment Management, Inc. | 128,979 | $9.30M | 0.65% | −2,667−2.0% | Reduced |
| Jane Street Group, LLC | 127,403 | $9.18M | 0.01% | +70,441+123.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 125,000 | $9.01M | 0.04% | −4,887−3.8% | Reduced |
| TD Asset Management Inc | 123,624 | $8.91M | 0.01% | +21,154+20.6% | Added |
| Intech Investment Management LLC | 121,095 | $8.73M | 0.13% | −16,794−12.2% | Reduced |
| CBOE Vest Financial, LLC | 119,867 | $8.64M | 0.47% | +50,022+71.6% | Added |
| Toronto Dominion Bank | 118,912 | $8.57M | 0.01% | −43,854−26.9% | Reduced |
| Cambria Investment Management, L.P. | 118,629 | $8.55M | 0.69% | +9,261+8.5% | Added |