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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 10,145 | $731.1K | 0.10% | −73−0.7% | Reduced |
| PSI Advisors, LLC | 10,284 | $741.2K | 0.32% | −2,709−20.8% | Reduced |
| CWM, LLC | 10,335 | $745.0K | 0.00% | +551+5.6% | Added |
| Strategic Investment Advisors | 10,389 | $748.7K | 0.12% | +528+5.4% | Added |
| West Bancorporation Inc | 10,678 | $769.6K | 0.54% | −38−0.4% | Reduced |
| Park Edge Advisors, LLC | 10,891 | $784.9K | 0.28% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 10,932 | $787.9K | 0.23% | +10,932 | New |
| Old National Bancorp | 10,935 | $788.1K | 0.02% | −5,407−33.1% | Reduced |
| Tower Research Capital LLC (TRC) | 10,986 | $791.8K | 0.02% | +8,429+329.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,062 | $797.0K | 0.02% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 11,067 | $798.0K | 0.34% | +32+0.3% | Added |
| South Dakota Investment Council | 11,130 | $802.0K | 0.02% | −800−6.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,143 | $803.0K | 0.10% | −3,620−24.5% | Reduced |
| AXA S.A. | 11,208 | $807.8K | 0.00% | +8,057+255.7% | Added |
| Allspring Global Investments Holdings, LLC | 11,440 | $824.5K | 0.00% | −13,438−54.0% | Reduced |
| LSV Asset Management | 11,500 | $829.0K | 0.00% | −44,900−79.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,508 | $829.4K | 0.08% | +11,508 | New |
| Verdence Capital Advisors LLC | 11,623 | $837.7K | 0.09% | +3,113+36.6% | Added |
| Aquatic Capital Management LLC | 11,700 | $843.0K | 0.04% | +11,700 | New |
| New Mexico Educational Retirement Board | 11,754 | $847.0K | 0.04% | +700+6.3% | Added |
| Pathstone Family Office, LLC | 11,830 | $852.6K | 0.01% | +8,622+268.8% | Added |
| E. Ohman J:or Asset Management AB | 11,900 | $857.6K | 0.03% | +1,200+11.2% | Added |
| Oppenheimer & Co Inc | 11,933 | $860.0K | 0.02% | −340−2.8% | Reduced |
| Glenmede Trust Co NA | 11,963 | $862.2K | 0.00% | −592−4.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,115 | $873.1K | 0.50% | −194−1.6% | Reduced |
| Foster Group, Inc. | 12,429 | $895.8K | 0.05% | +459+3.8% | Added |
| Savant Capital, LLC | 12,618 | $909.4K | 0.01% | −270−2.1% | Reduced |
| Cipher Capital LP | 12,907 | $930.2K | 0.66% | +12,907 | New |
| Umb Bank N A | 12,921 | $931.2K | 0.01% | −1,329−9.3% | Reduced |
| Rockland Trust Co | 13,012 | $937.8K | 0.06% | −584−4.3% | Reduced |
| Estate Counselors, LLC | 13,210 | $952.0K | 0.13% | +140+1.1% | Added |
| Adams Wealth Management | 13,240 | $954.2K | 0.32% | −315−2.3% | Reduced |
| Neo Ivy Capital Management | 13,328 | $961.0K | 0.42% | +13,328 | New |
| Pearl River Capital, LLC | 13,542 | $976.0K | 0.15% | +13,542 | New |
| Resources Investment Advisors, LLC. | 13,612 | $981.0K | 0.02% | −2,742−16.8% | Reduced |
| Louisiana State Employees Retirement System | 13,800 | $994.6K | 0.02% | −200−1.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,861 | $999.0K | 0.00% | −67,393−82.9% | Reduced |
| Ascent Group, LLC | 14,588 | $1.01M | 0.11% | −13,614−48.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,944 | $1.01M | 0.01% | −72,883−83.9% | Reduced |
| Glaxis Capital Management, LLC | 14,127 | $1.02M | 6.74% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 14,177 | $1.02M | 0.02% | +1,694+13.6% | Added |
| Kestra Private Wealth Services, LLC | 14,230 | $1.03M | 0.03% | +602+4.4% | Added |
| Kestra Advisory Services, LLC | 14,284 | $1.03M | 0.01% | +259+1.8% | Added |
| Pacer Advisors, Inc. | 14,339 | $1.03M | 0.00% | +346+2.5% | Added |
| Prudential PLC | 14,719 | $1.06M | 0.01% | −3,141−17.6% | Reduced |
| Ostrum Asset Management | 14,722 | $1.06M | 0.10% | +5,215+54.9% | Added |
| M&T Bank Corp | 14,895 | $1.07M | 0.00% | −4,722−24.1% | Reduced |
| Hartford Investment Management Co | 15,243 | $1.10M | 0.04% | −1,626−9.6% | Reduced |
| Crossmark Global Holdings, Inc. | 15,989 | $1.13M | 0.03% | +260+1.7% | Added |
| D.A. Davidson & Co. | 15,655 | $1.13M | 0.01% | −101−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 15,708 | $1.13M | 0.01% | +1,724+12.3% | Added |
| GoalVest Advisory LLC | 15,915 | $1.15M | 0.57% | +933+6.2% | Added |
| Advisor Partners II, LLC | 15,921 | $1.15M | 0.05% | +759+5.0% | Added |
| Securian Asset Management, Inc | 15,957 | $1.15M | 0.03% | −2,669−14.3% | Reduced |
| Wedge Capital Management L L P | 16,514 | $1.19M | 0.02% | −28,154−63.0% | Reduced |
| Cresset Asset Management, LLC | 16,549 | $1.19M | 0.01% | +2,291+16.1% | Added |
| Nordea Investment Management AB | 16,440 | $1.20M | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 16,952 | $1.22M | 0.18% | +597+3.7% | Added |
| Ossiam | 16,953 | $1.22M | 0.02% | +13,650+413.3% | Added |
| Montag A & Associates Inc | 17,596 | $1.27M | 0.08% | −350−2.0% | Reduced |
| Truist Financial Corp | 17,603 | $1.27M | 0.00% | −3,065−14.8% | Reduced |
| Ontario Teachers Pension Plan Board | 17,626 | $1.27M | 0.01% | −6,758−27.7% | Reduced |
| Kentucky Retirement Systems | 17,815 | $1.28M | 0.04% | −338−1.9% | Reduced |
| Cerity Partners LLC | 18,099 | $1.30M | 0.01% | −2,163−10.7% | Reduced |
| Janney Montgomery Scott LLC | 18,192 | $1.31M | 0.00% | −3,806−17.3% | Reduced |
| Walleye Trading LLC | 18,316 | $1.32M | 0.03% | +18,316 | New |
| Centric Wealth Management | 18,369 | $1.32M | 0.55% | +1,143+6.6% | Added |
| Maryland State Retirement & Pension System | 18,456 | $1.33M | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 18,746 | $1.35M | 0.07% | +3,082+19.7% | Added |
| Guggenheim Capital LLC | 18,968 | $1.37M | 0.01% | +445+2.4% | Added |
| Assenagon Asset Management S.A. | 19,001 | $1.37M | 0.00% | −186−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,065 | $1.37M | 0.00% | −1,366−6.7% | Reduced |
| Great Diamond Partners, LLC | 19,695 | $1.42M | 0.38% | −127−0.6% | Reduced |
| Toroso Investments, LLC | 19,754 | $1.42M | 0.04% | −3,587−15.4% | Reduced |
| MML Investors Services, LLC | 19,783 | $1.43M | 0.01% | +3,678+22.8% | Added |
| STRS Ohio | 19,948 | $1.44M | 0.01% | −3,345−14.4% | Reduced |
| Daiwa Securities Group Inc. | 19,946 | $1.44M | 0.01% | +1,344+7.2% | Added |
| Banque Pictet & Cie SA | 20,081 | $1.45M | 0.02% | −10,294−33.9% | Reduced |
| Stifel Financial Corp | 20,098 | $1.45M | 0.00% | +2,858+16.6% | Added |
| HighTower Advisors, LLC | 20,070 | $1.46M | 0.00% | −232−1.1% | Reduced |
| Elo Mutual Pension Insurance Co | 20,357 | $1.47M | 0.05% | +296+1.5% | Added |
| Federated Hermes, Inc. | 20,456 | $1.47M | 0.00% | +2,986+17.1% | Added |
| ISAM Funds (UK) Ltd | 20,532 | $1.48M | 0.94% | +20,532 | New |
| Teachers Retirement System of the State of Kentucky | 20,608 | $1.49M | 0.02% | 00.0% | Unchanged |
| Columbus Macro, LLC | 20,676 | $1.49M | 0.63% | −1,247−5.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,088 | $1.52M | 0.07% | +21,088 | New |
| Arjuna Capital | 21,142 | $1.52M | 0.55% | −14,792−41.2% | Reduced |
| Pinebridge Investments, L.P. | 21,380 | $1.54M | 0.02% | −8,355−28.1% | Reduced |
| Centiva Capital, LP | 21,390 | $1.54M | 0.08% | +21,390 | New |
| Bridgewater Associates, LP | 21,630 | $1.56M | 0.01% | +8,015+58.9% | Added |
| 1832 Asset Management L.P. | 21,725 | $1.57M | 0.00% | −18,669−46.2% | Reduced |
| SEI Investments Co | 21,845 | $1.57M | 0.00% | −5,495−20.1% | Reduced |
| Financial Advisory Service, Inc. | 21,924 | $1.58M | 0.17% | +1,164+5.6% | Added |
| British Columbia Investment Management Corp | 21,961 | $1.58M | 0.02% | +166+0.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 22,079 | $1.59M | 0.34% | −2,426−9.9% | Reduced |
| Gulf International Bank (UK) Ltd | 22,548 | $1.63M | 0.05% | −1,976−8.1% | Reduced |
| Bank of Nova Scotia | 22,563 | $1.63M | 0.00% | +2,468+12.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,747 | $1.64M | 0.03% | +3,193+16.3% | Added |
| Virginia Retirement Systems Et Al | 23,400 | $1.69M | 0.02% | +23,400 | New |
| Neuberger Berman Group LLC | 23,745 | $1.71M | 0.00% | −27,132−53.3% | Reduced |