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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 116,506 | $8.40M | 0.02% | −279,341−70.6% | Reduced |
| Ensign Peak Advisors, Inc | 115,850 | $8.35M | 0.02% | −40,370−25.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 115,780 | $8.34M | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 114,314 | $8.24M | 0.01% | −9,946−8.0% | Reduced |
| Public Employees Retirement System of Ohio | 112,855 | $8.13M | 0.04% | −11,696−9.4% | Reduced |
| Illinois Municipal Retirement Fund | 112,318 | $8.10M | 0.15% | +35,188+45.6% | Added |
| Natixis | 110,057 | $7.93M | 0.06% | +97,230+758.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 109,551 | $7.89M | 0.10% | +9,200+9.2% | Added |
| Treasurer of the State of North Carolina | 109,266 | $7.88M | 0.04% | +390+0.4% | Added |
| Churchill Management Corp | 108,388 | $7.81M | 0.13% | −6,268−5.5% | Reduced |
| Handelsbanken Fonder AB | 105,306 | $7.59M | 0.04% | −1,281−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $7.57M | 0.01% | −458−0.4% | Reduced |
| Capital Management Corp | 104,814 | $7.55M | 1.71% | −14,770−12.4% | Reduced |
| Raymond James & Associates | 102,915 | $7.42M | 0.01% | +18,325+21.7% | Added |
| Asset Management One Co.,Ltd. | 100,690 | $7.26M | 0.03% | +1,339+1.3% | Added |
| NewSquare Capital LLC | 101,327 | $7.19M | 0.76% | +2,989+3.0% | Added |
| Nomura Asset Management Co Ltd | 93,763 | $6.76M | 0.03% | −1,301−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 92,410 | $6.66M | 0.03% | +6,692+7.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 92,300 | $6.65M | 0.03% | −2,819−3.0% | Reduced |
| Commerce Bank | 88,196 | $6.36M | 0.05% | −42,916−32.7% | Reduced |
| Commonwealth Equity Services, LLC | 85,524 | $6.16M | 0.01% | +376+0.4% | Added |
| Macquarie Group Ltd | 85,198 | $6.14M | 0.01% | −370.0% | Reduced |
| AQR Capital Management LLC | 84,745 | $6.11M | 0.01% | −501,539−85.5% | Reduced |
| HRT Financial LP | 84,341 | $6.08M | 0.06% | +84,341 | New |
| Nisa Investment Advisors, LLC | 84,011 | $6.05M | 0.05% | +160.0% | Added |
| Forsta Ap-Fonden | 82,200 | $5.92M | 0.07% | +19,800+31.7% | Added |
| KBC Group NV | 81,086 | $5.84M | 0.02% | −9,834−10.8% | Reduced |
| Voya Investment Management LLC | 80,754 | $5.82M | 0.01% | −2,947−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 78,796 | $5.68M | 0.01% | −58,313−42.5% | Reduced |
| AMG National Trust Bank | 77,431 | $5.58M | 0.19% | −22,639−22.6% | Reduced |
| DekaBank Deutsche Girozentrale | 75,589 | $5.44M | 0.01% | −2,040−2.6% | Reduced |
| Rafferty Asset Management, LLC | 74,621 | $5.38M | 0.03% | +2,132+2.9% | Added |
| Walleye Capital LLC | 73,220 | $5.28M | 0.08% | +73,220 | New |
| Mirae Asset Global Investments Co., Ltd. | 72,495 | $5.22M | 0.01% | −27,861−27.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 71,996 | $5.19M | 0.45% | −3,485−4.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 71,100 | $5.12M | 0.01% | −153,900−68.4% | Reduced |
| DnB Asset Management AS | 70,936 | $5.11M | 0.03% | +12,733+21.9% | Added |
| Baird Financial Group, Inc. | 70,363 | $5.07M | 0.01% | +1,909+2.8% | Added |
| American Century Companies Inc | 68,583 | $4.94M | 0.00% | −17,434−20.3% | Reduced |
| Ci Investments Inc. | 68,569 | $4.94M | 0.03% | −10,627−13.4% | Reduced |
| Andra AP-fonden | 68,500 | $4.94M | 0.29% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 67,917 | $4.89M | 0.01% | +1,887+2.9% | Added |
| National Bank of Canada | 68,457 | $4.80M | 0.01% | +10,054+17.2% | Added |
| Amalgamated Bank | 66,343 | $4.78M | 0.04% | +6,895+11.6% | Added |
| Arizona State Retirement System | 66,234 | $4.77M | 0.04% | −77−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 66,003 | $4.76M | 0.07% | −8,105−10.9% | Reduced |
| USS Investment Management Ltd | 65,135 | $4.69M | 0.05% | +873+1.4% | Added |
| State of Michigan Retirement System | 65,080 | $4.69M | 0.03% | −2,100−3.1% | Reduced |
| Dean Investment Associates, LLC | 64,927 | $4.68M | 0.77% | −424−0.6% | Reduced |
| Comerica Bank | 64,757 | $4.67M | 0.02% | +64,757 | New |
| Beacon Financial Group | 59,683 | $4.64M | 0.66% | −413−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,801 | $4.53M | 0.01% | −41,542−39.8% | Reduced |
| State of Alaska, Department of Revenue | 61,149 | $4.41M | 0.06% | −1,290−2.1% | Reduced |
| Hoylecohen, LLC | 60,089 | $4.33M | 0.40% | −1,288−2.1% | Reduced |
| American International Group, Inc. | 59,981 | $4.32M | 0.03% | −2,110−3.4% | Reduced |
| Argent Capital Management LLC | 59,776 | $4.31M | 0.15% | −147,185−71.1% | Reduced |
| Standard Life Aberdeen plc | 58,745 | $4.23M | 0.01% | −32,096−35.3% | Reduced |
| Engineers Gate Manager LP | 58,630 | $4.23M | 0.16% | +53,034+947.7% | Added |
| Advisors Asset Management, Inc. | 58,168 | $4.19M | 0.09% | −4,961−7.9% | Reduced |
| Unison Advisors LLC | 56,115 | $4.04M | 0.48% | +469+0.8% | Added |
| MetLife Investment Management | 55,384 | $3.99M | 0.03% | −2,235−3.9% | Reduced |
| IFM Investors Pty Ltd | 54,382 | $3.92M | 0.05% | +2,770+5.4% | Added |
| Public Sector Pension Investment Board | 54,057 | $3.90M | 0.03% | +2,363+4.6% | Added |
| Wealthfront Advisers LLC | 52,072 | $3.75M | 0.02% | −2,107−3.9% | Reduced |
| Retirement Systems of Alabama | 50,281 | $3.62M | 0.02% | −1,035−2.0% | Reduced |
| Captrust Financial Advisors | 49,122 | $3.54M | 0.01% | −11,135−18.5% | Reduced |
| ProShare Advisors LLC | 48,967 | $3.53M | 0.01% | −1,936−3.8% | Reduced |
| PGGM Investments | 47,927 | $3.45M | 0.06% | −23,359−32.8% | Reduced |
| Texas Permanent School Fund | 47,001 | $3.39M | 0.03% | −1,462−3.0% | Reduced |
| Creative Planning | 46,057 | $3.32M | 0.00% | +22,865+98.6% | Added |
| Schonfeld Strategic Advisors LLC | 45,646 | $3.29M | 0.03% | +45,646 | New |
| Skandinaviska Enskilda Banken AB (publ) | 45,049 | $3.25M | 0.02% | −252,225−84.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,713 | $3.22M | 0.03% | +5,336+13.6% | Added |
| Ethic Inc. | 43,857 | $3.16M | 0.11% | +3,165+7.8% | Added |
| Aviva PLC | 43,019 | $3.10M | 0.01% | +33,737+363.5% | Added |
| La Banque Postale Asset Management SA | 42,755 | $3.08M | 0.07% | +11,607+37.3% | Added |
| Meritage Portfolio Management | 41,833 | $3.02M | 0.22% | −622−1.5% | Reduced |
| Utah Retirement Systems | 41,613 | $3.00M | 0.04% | +100+0.2% | Added |
| Iowa State Bank | 40,615 | $2.93M | 0.76% | −683−1.7% | Reduced |
| CIBC Asset Management Inc | 39,685 | $2.86M | 0.01% | −2,343−5.6% | Reduced |
| Franklin Resources Inc | 39,518 | $2.85M | 0.00% | +6,465+19.6% | Added |
| Tredje AP-fonden | 39,047 | $2.81M | 0.04% | −4,809−11.0% | Reduced |
| Czech National Bank | 38,868 | $2.80M | 0.04% | +12,140+45.4% | Added |
| Bridgeway Capital Management, LLC | 38,500 | $2.77M | 0.07% | −1,000−2.5% | Reduced |
| Foster & Motley Inc | 38,038 | $2.74M | 0.22% | −174−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 36,443 | $2.63M | 0.01% | +36,443 | New |
| Vident Advisory, LLC | 36,081 | $2.60M | 0.08% | +36,081 | New |
| CIBC World Markets Corp | 35,715 | $2.57M | 0.03% | −10,339−22.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 35,121 | $2.53M | 0.30% | +35,121 | New |
| New York Life Investment Management LLC | 34,878 | $2.51M | 0.03% | −718−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 34,876 | $2.51M | 0.11% | +830+2.4% | Added |
| Van Eck Associates Corp | 34,468 | $2.48M | 0.01% | +1,147+3.4% | Added |
| Freestone Capital Holdings, LLC | 34,063 | $2.45M | 0.13% | −10,443−23.5% | Reduced |
| Private Advisor Group, LLC | 33,950 | $2.45M | 0.02% | −57−0.2% | Reduced |
| Cetera Investment Advisers | 33,088 | $2.38M | 0.02% | −2,167−6.1% | Reduced |
| Yousif Capital Management, LLC | 32,961 | $2.38M | 0.03% | −1,226−3.6% | Reduced |
| Schroder Investment Management Group | 32,919 | $2.37M | 0.00% | −1,052−3.1% | Reduced |
| Alaska Permanent Fund Corp | 32,700 | $2.36M | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 32,534 | $2.34M | 0.10% | −1,874−5.4% | Reduced |
| Janus Henderson Group PLC | 31,798 | $2.29M | 0.00% | −2,251−6.6% | Reduced |