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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 84,745 | $6.11M | 0.01% | −501,539−85.5% | Reduced |
| Macquarie Group Ltd | 85,198 | $6.14M | 0.01% | −370.0% | Reduced |
| Commonwealth Equity Services, LLC | 85,524 | $6.16M | 0.01% | +376+0.4% | Added |
| Commerce Bank | 88,196 | $6.36M | 0.05% | −42,916−32.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,300 | $6.65M | 0.03% | −2,819−3.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 92,410 | $6.66M | 0.03% | +6,692+7.8% | Added |
| Nomura Asset Management Co Ltd | 93,763 | $6.76M | 0.03% | −1,301−1.4% | Reduced |
| NewSquare Capital LLC | 101,327 | $7.19M | 0.76% | +2,989+3.0% | Added |
| Asset Management One Co.,Ltd. | 100,690 | $7.26M | 0.03% | +1,339+1.3% | Added |
| Raymond James & Associates | 102,915 | $7.42M | 0.01% | +18,325+21.7% | Added |
| Capital Management Corp | 104,814 | $7.55M | 1.71% | −14,770−12.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $7.57M | 0.01% | −458−0.4% | Reduced |
| Handelsbanken Fonder AB | 105,306 | $7.59M | 0.04% | −1,281−1.2% | Reduced |
| Churchill Management Corp | 108,388 | $7.81M | 0.13% | −6,268−5.5% | Reduced |
| Treasurer of the State of North Carolina | 109,266 | $7.88M | 0.04% | +390+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 109,551 | $7.89M | 0.10% | +9,200+9.2% | Added |
| Natixis | 110,057 | $7.93M | 0.06% | +97,230+758.0% | Added |
| Illinois Municipal Retirement Fund | 112,318 | $8.10M | 0.15% | +35,188+45.6% | Added |
| Public Employees Retirement System of Ohio | 112,855 | $8.13M | 0.04% | −11,696−9.4% | Reduced |
| LPL Financial LLC | 114,314 | $8.24M | 0.01% | −9,946−8.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 115,780 | $8.34M | 0.08% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 115,850 | $8.35M | 0.02% | −40,370−25.8% | Reduced |
| Allianz Asset Management GmbH | 116,506 | $8.40M | 0.02% | −279,341−70.6% | Reduced |
| Cambria Investment Management, L.P. | 118,629 | $8.55M | 0.69% | +9,261+8.5% | Added |
| Toronto Dominion Bank | 118,912 | $8.57M | 0.01% | −43,854−26.9% | Reduced |
| CBOE Vest Financial, LLC | 119,867 | $8.64M | 0.47% | +50,022+71.6% | Added |
| Intech Investment Management LLC | 121,095 | $8.73M | 0.13% | −16,794−12.2% | Reduced |
| TD Asset Management Inc | 123,624 | $8.91M | 0.01% | +21,154+20.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 125,000 | $9.01M | 0.04% | −4,887−3.8% | Reduced |
| Jane Street Group, LLC | 127,403 | $9.18M | 0.01% | +70,441+123.7% | Added |
| Goelzer Investment Management, Inc. | 128,979 | $9.30M | 0.65% | −2,667−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 129,117 | $9.30M | 0.12% | +97,236+305.0% | Added |
| State of New Jersey Common Pension Fund D | 130,702 | $9.42M | 0.03% | −5,044−3.7% | Reduced |
| Tudor Investment Corp Et Al | 131,852 | $9.50M | 0.14% | +131,852 | New |
| Citigroup Inc | 138,981 | $10.0M | 0.01% | −9,605−6.5% | Reduced |
| Canada Pension Plan Investment Board | 140,901 | $10.2M | 0.01% | +119,300+552.3% | Added |
| Teacher Retirement System of Texas | 145,709 | $10.5M | 0.07% | +5,755+4.1% | Added |
| Pictet Asset Management Holding SA | 147,508 | $10.6M | 0.01% | +147,508 | New |
| Sound Income Strategies, LLC | 154,529 | $11.1M | 0.94% | +10,772+7.5% | Added |
| Manufacturers Life Insurance Company, The | 154,935 | $11.2M | 0.01% | −1,418−0.9% | Reduced |
| Korea Investment CORP | 155,226 | $11.2M | 0.03% | −183,465−54.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 160,912 | $11.6M | 0.03% | −5,426−3.3% | Reduced |
| State of Wisconsin Investment Board | 164,231 | $11.8M | 0.04% | +32,943+25.1% | Added |
| D. E. Shaw & Co., Inc. | 164,367 | $11.8M | 0.02% | +18,697+12.8% | Added |
| State of Tennessee, Treasury Department | 166,453 | $12.0M | 0.05% | +129,682+352.7% | Added |
| Achmea Investment Management B.V. | 171,963 | $12.4M | 0.27% | −21,220−11.0% | Reduced |
| Royal London Asset Management Ltd | 172,994 | $12.5M | 0.04% | +17,376+11.2% | Added |
| Twinbeech Capital LP | 173,335 | $12.5M | 0.24% | +173,335 | New |
| Swedbank AB | 183,582 | $13.2M | 0.02% | −21,580−10.5% | Reduced |
| Bank of Montreal | 171,717 | $13.3M | 0.01% | −1,367−0.8% | Reduced |
| Ameriprise Financial Inc | 187,569 | $13.5M | 0.00% | −1,772−0.9% | Reduced |
| Susquehanna International Group, LLP | 188,685 | $13.6M | 0.02% | −31,095−14.1% | Reduced |
| Prudential Financial Inc | 195,091 | $14.1M | 0.02% | −5,423−2.7% | Reduced |
| Wells Fargo & Company | 195,803 | $14.1M | 0.00% | −14,384−6.8% | Reduced |
| GW Henssler & Associates Ltd | 196,006 | $14.1M | 0.96% | −129,810−39.8% | Reduced |
| Envestnet Asset Management Inc | 200,119 | $14.4M | 0.01% | −239,104−54.4% | Reduced |
| New York State Common Retirement Fund | 209,956 | $15.1M | 0.02% | −41,953−16.7% | Reduced |
| AE Wealth Management LLC | 210,079 | $15.1M | 0.09% | −19,245−8.4% | Reduced |
| Millennium Management LLC | 213,794 | $15.4M | 0.02% | −246,843−53.6% | Reduced |
| The PNC Financial Services Group, Inc. | 214,410 | $15.5M | 0.01% | −6,438−2.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 229,578 | $16.5M | 0.03% | +16,235+7.6% | Added |
| Mercer Global Advisors Inc | 237,931 | $17.1M | 0.07% | +29,181+14.0% | Added |
| AustralianSuper Pty Ltd | 239,321 | $17.2M | 0.11% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 241,404 | $17.4M | 0.08% | +34,292+16.6% | Added |
| Russell Investments Group, Ltd. | 243,396 | $17.6M | 0.03% | −8,044−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 250,874 | $18.1M | 0.03% | +116,506+86.7% | Added |
| Principal Financial Group Inc | 259,018 | $18.7M | 0.01% | −12,153−4.5% | Reduced |
| BNP Paribas Arbitrage, SA | 262,882 | $18.9M | 0.04% | +36,546+16.1% | Added |
| UBS Group AG | 264,981 | $19.1M | 0.01% | −95,602−26.5% | Reduced |
| New York State Teachers Retirement System | 265,073 | $19.1M | 0.05% | −41,109−13.4% | Reduced |
| Man Group plc | – | $20.0M | 0.06% | – | – |
| O'Shaughnessy Asset Management, LLC | 276,844 | $20.0M | 0.30% | −37,873−12.0% | Reduced |
| Storebrand Asset Management AS | 284,407 | $20.5M | 0.10% | −11,578−3.9% | Reduced |
| State Board of Administration of Florida Retirement System | 287,657 | $20.7M | 0.05% | −1,040−0.4% | Reduced |
| Alliancebernstein L.P. | 292,756 | $21.1M | 0.01% | −44,882−13.3% | Reduced |
| Great West Life Assurance Co | 297,242 | $21.4M | 0.05% | −30,375−9.3% | Reduced |
| Victory Capital Management Inc | 298,301 | $21.5M | 0.02% | −157,748−34.6% | Reduced |
| Price T Rowe Associates Inc | 298,732 | $21.5M | 0.00% | −5,545−1.8% | Reduced |
| QRG Capital Management, Inc. | 315,327 | $22.7M | 0.39% | +315,327 | New |
| Gillson Capital LP | 322,491 | $23.2M | 1.72% | +322,491 | New |
| Marshall Wace, LLP | 349,741 | $25.2M | 0.05% | −177,477−33.7% | Reduced |
| Brandywine Global Investment Management, LLC | 358,618 | $25.8M | 0.23% | +11,990+3.5% | Added |
| California State Teachers Retirement System | 390,965 | $28.2M | 0.04% | −10,765−2.7% | Reduced |
| North Star Asset Management Inc | 395,863 | $28.5M | 1.64% | +1,369+0.3% | Added |
| National Pension Service | 398,146 | $29.0M | 0.05% | −9,030−2.2% | Reduced |
| Credit Suisse AG | 420,463 | $30.3M | 0.03% | −684−0.2% | Reduced |
| Fort Washington Investment Advisors Inc | 424,274 | $30.6M | 0.23% | −63,827−13.1% | Reduced |
| California Public Employees Retirement System | 476,359 | $34.3M | 0.03% | −220.0% | Reduced |
| Assetmark, Inc | 478,189 | $34.5M | 0.14% | +33,398+7.5% | Added |
| JPMorgan Chase & Co | 490,529 | $35.4M | 0.00% | +17,122+3.6% | Added |
| Rhumbline Advisers | 500,588 | $36.1M | 0.04% | −32,775−6.1% | Reduced |
| Qube Research & Technologies Ltd | 536,958 | $38.7M | 0.11% | +145,729+37.2% | Added |
| Nuveen Asset Management, LLC | 555,156 | $40.0M | 0.01% | −10,536−1.9% | Reduced |
| FMR LLC | 588,846 | $42.4M | 0.00% | −9,476−1.6% | Reduced |
| Barclays PLC | 643,198 | $46.4M | 0.03% | +81,164+14.4% | Added |
| Deutsche Bank AG | 653,258 | $47.1M | 0.03% | +33,462+5.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 668,507 | $48.2M | 0.04% | −8,362−1.2% | Reduced |
| Citadel Advisors LLC | 682,205 | $49.2M | 0.05% | +225,274+49.3% | Added |
| Amundi | 752,369 | $52.5M | 0.03% | +84,062+12.6% | Added |
| Swiss National Bank | 780,900 | $56.3M | 0.04% | −96,700−11.0% | Reduced |