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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 24,030 | $1.73M | 0.01% | +24,030 | New |
| Hancock Whitney Corp | 24,591 | $1.77M | 0.07% | +132+0.5% | Added |
| JustInvest LLC | 24,765 | $1.78M | 0.05% | +865+3.6% | Added |
| Mariner, LLC | 24,898 | $1.79M | 0.00% | +1,156+4.9% | Added |
| Hohimer Wealth Management, LLC | 25,008 | $1.80M | 0.51% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 25,200 | $1.82M | 0.08% | +9,749+63.1% | Added |
| Robeco Institutional Asset Management B.V. | 25,510 | $1.84M | 0.00% | −107,585−80.8% | Reduced |
| Mount Lucas Management LP | 25,916 | $1.87M | 0.71% | −879−3.3% | Reduced |
| Nissay Asset Management Corp | 26,569 | $1.91M | 0.02% | +816+3.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 27,016 | $1.95M | 1.66% | +4,319+19.0% | Added |
| Cetera Advisor Networks LLC | 27,564 | $1.99M | 0.01% | +1,066+4.0% | Added |
| Dynamic Technology Lab Private Ltd | 27,580 | $1.99M | 0.20% | +27,580 | New |
| Conning Inc. | 28,162 | $2.03M | 0.07% | −1,850−6.2% | Reduced |
| Public Employees Retirement Association of Colorado | 28,792 | $2.08M | 0.01% | −731−2.5% | Reduced |
| Siemens Fonds Invest GmbH | 28,878 | $2.08M | 0.21% | −2,980−9.4% | Reduced |
| First Republic Investment Management, Inc. | 29,294 | $2.11M | 0.01% | −2,035−6.5% | Reduced |
| US Bancorp | 29,540 | $2.13M | 0.00% | −3,835−11.5% | Reduced |
| Oregon Public Employees Retirement Fund | 29,948 | $2.16M | 0.03% | −6,300−17.4% | Reduced |
| Mackenzie Financial Corp | 31,818 | $2.17M | 0.00% | +978+3.2% | Added |
| CI Private Wealth, LLC | 30,076 | $2.17M | 0.00% | +11,469+61.6% | Added |
| Mutual of America Capital Management LLC | 31,135 | $2.24M | 0.03% | −1,353−4.2% | Reduced |
| Park Avenue Securities LLC | 31,188 | $2.25M | 0.03% | −1,025−3.2% | Reduced |
| Xponance, Inc. | 31,636 | $2.28M | 0.03% | +420+1.3% | Added |
| Janus Henderson Group PLC | 31,798 | $2.29M | 0.00% | −2,251−6.6% | Reduced |
| Dakota Wealth Management | 32,534 | $2.34M | 0.10% | −1,874−5.4% | Reduced |
| Alaska Permanent Fund Corp | 32,700 | $2.36M | 0.04% | 00.0% | Unchanged |
| Schroder Investment Management Group | 32,919 | $2.37M | 0.00% | −1,052−3.1% | Reduced |
| Yousif Capital Management, LLC | 32,961 | $2.38M | 0.03% | −1,226−3.6% | Reduced |
| Cetera Investment Advisers | 33,088 | $2.38M | 0.02% | −2,167−6.1% | Reduced |
| Private Advisor Group, LLC | 33,950 | $2.45M | 0.02% | −57−0.2% | Reduced |
| Freestone Capital Holdings, LLC | 34,063 | $2.45M | 0.13% | −10,443−23.5% | Reduced |
| Van Eck Associates Corp | 34,468 | $2.48M | 0.01% | +1,147+3.4% | Added |
| Avantax Planning Partners, Inc. | 34,876 | $2.51M | 0.11% | +830+2.4% | Added |
| New York Life Investment Management LLC | 34,878 | $2.51M | 0.03% | −718−2.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 35,121 | $2.53M | 0.30% | +35,121 | New |
| CIBC World Markets Corp | 35,715 | $2.57M | 0.03% | −10,339−22.4% | Reduced |
| Vident Advisory, LLC | 36,081 | $2.60M | 0.08% | +36,081 | New |
| Wealth Enhancement Advisory Services, LLC | 36,443 | $2.63M | 0.01% | +36,443 | New |
| Foster & Motley Inc | 38,038 | $2.74M | 0.22% | −174−0.5% | Reduced |
| Bridgeway Capital Management, LLC | 38,500 | $2.77M | 0.07% | −1,000−2.5% | Reduced |
| Czech National Bank | 38,868 | $2.80M | 0.04% | +12,140+45.4% | Added |
| Tredje AP-fonden | 39,047 | $2.81M | 0.04% | −4,809−11.0% | Reduced |
| Franklin Resources Inc | 39,518 | $2.85M | 0.00% | +6,465+19.6% | Added |
| CIBC Asset Management Inc | 39,685 | $2.86M | 0.01% | −2,343−5.6% | Reduced |
| Iowa State Bank | 40,615 | $2.93M | 0.76% | −683−1.7% | Reduced |
| Utah Retirement Systems | 41,613 | $3.00M | 0.04% | +100+0.2% | Added |
| Meritage Portfolio Management | 41,833 | $3.02M | 0.22% | −622−1.5% | Reduced |
| La Banque Postale Asset Management SA | 42,755 | $3.08M | 0.07% | +11,607+37.3% | Added |
| Aviva PLC | 43,019 | $3.10M | 0.01% | +33,737+363.5% | Added |
| Ethic Inc. | 43,857 | $3.16M | 0.11% | +3,165+7.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,713 | $3.22M | 0.03% | +5,336+13.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 45,049 | $3.25M | 0.02% | −252,225−84.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 45,646 | $3.29M | 0.03% | +45,646 | New |
| Creative Planning | 46,057 | $3.32M | 0.00% | +22,865+98.6% | Added |
| Texas Permanent School Fund | 47,001 | $3.39M | 0.03% | −1,462−3.0% | Reduced |
| PGGM Investments | 47,927 | $3.45M | 0.06% | −23,359−32.8% | Reduced |
| ProShare Advisors LLC | 48,967 | $3.53M | 0.01% | −1,936−3.8% | Reduced |
| Captrust Financial Advisors | 49,122 | $3.54M | 0.01% | −11,135−18.5% | Reduced |
| Retirement Systems of Alabama | 50,281 | $3.62M | 0.02% | −1,035−2.0% | Reduced |
| Wealthfront Advisers LLC | 52,072 | $3.75M | 0.02% | −2,107−3.9% | Reduced |
| Public Sector Pension Investment Board | 54,057 | $3.90M | 0.03% | +2,363+4.6% | Added |
| IFM Investors Pty Ltd | 54,382 | $3.92M | 0.05% | +2,770+5.4% | Added |
| MetLife Investment Management | 55,384 | $3.99M | 0.03% | −2,235−3.9% | Reduced |
| Unison Advisors LLC | 56,115 | $4.04M | 0.48% | +469+0.8% | Added |
| Advisors Asset Management, Inc. | 58,168 | $4.19M | 0.09% | −4,961−7.9% | Reduced |
| Engineers Gate Manager LP | 58,630 | $4.23M | 0.16% | +53,034+947.7% | Added |
| Standard Life Aberdeen plc | 58,745 | $4.23M | 0.01% | −32,096−35.3% | Reduced |
| Argent Capital Management LLC | 59,776 | $4.31M | 0.15% | −147,185−71.1% | Reduced |
| American International Group, Inc. | 59,981 | $4.32M | 0.03% | −2,110−3.4% | Reduced |
| Hoylecohen, LLC | 60,089 | $4.33M | 0.40% | −1,288−2.1% | Reduced |
| State of Alaska, Department of Revenue | 61,149 | $4.41M | 0.06% | −1,290−2.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,801 | $4.53M | 0.01% | −41,542−39.8% | Reduced |
| Beacon Financial Group | 59,683 | $4.64M | 0.66% | −413−0.7% | Reduced |
| Comerica Bank | 64,757 | $4.67M | 0.02% | +64,757 | New |
| Dean Investment Associates, LLC | 64,927 | $4.68M | 0.77% | −424−0.6% | Reduced |
| State of Michigan Retirement System | 65,080 | $4.69M | 0.03% | −2,100−3.1% | Reduced |
| USS Investment Management Ltd | 65,135 | $4.69M | 0.05% | +873+1.4% | Added |
| Swiss Life Asset Management Ltd | 66,003 | $4.76M | 0.07% | −8,105−10.9% | Reduced |
| Arizona State Retirement System | 66,234 | $4.77M | 0.04% | −77−0.1% | Reduced |
| Amalgamated Bank | 66,343 | $4.78M | 0.04% | +6,895+11.6% | Added |
| National Bank of Canada | 68,457 | $4.80M | 0.01% | +10,054+17.2% | Added |
| Natixis Advisors, L.P. | 67,917 | $4.89M | 0.01% | +1,887+2.9% | Added |
| Andra AP-fonden | 68,500 | $4.94M | 0.29% | 00.0% | Unchanged |
| Ci Investments Inc. | 68,569 | $4.94M | 0.03% | −10,627−13.4% | Reduced |
| American Century Companies Inc | 68,583 | $4.94M | 0.00% | −17,434−20.3% | Reduced |
| Baird Financial Group, Inc. | 70,363 | $5.07M | 0.01% | +1,909+2.8% | Added |
| DnB Asset Management AS | 70,936 | $5.11M | 0.03% | +12,733+21.9% | Added |
| Adage Capital Partners GP, L.L.C. | 71,100 | $5.12M | 0.01% | −153,900−68.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 71,996 | $5.19M | 0.45% | −3,485−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 72,495 | $5.22M | 0.01% | −27,861−27.8% | Reduced |
| Walleye Capital LLC | 73,220 | $5.28M | 0.08% | +73,220 | New |
| Rafferty Asset Management, LLC | 74,621 | $5.38M | 0.03% | +2,132+2.9% | Added |
| DekaBank Deutsche Girozentrale | 75,589 | $5.44M | 0.01% | −2,040−2.6% | Reduced |
| AMG National Trust Bank | 77,431 | $5.58M | 0.19% | −22,639−22.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 78,796 | $5.68M | 0.01% | −58,313−42.5% | Reduced |
| Voya Investment Management LLC | 80,754 | $5.82M | 0.01% | −2,947−3.5% | Reduced |
| KBC Group NV | 81,086 | $5.84M | 0.02% | −9,834−10.8% | Reduced |
| Forsta Ap-Fonden | 82,200 | $5.92M | 0.07% | +19,800+31.7% | Added |
| Nisa Investment Advisors, LLC | 84,011 | $6.05M | 0.05% | +160.0% | Added |
| HRT Financial LP | 84,341 | $6.08M | 0.06% | +84,341 | New |