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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 31,636 | $2.28M | 0.03% | +420+1.3% | Added |
| Park Avenue Securities LLC | 31,188 | $2.25M | 0.03% | −1,025−3.2% | Reduced |
| Mutual of America Capital Management LLC | 31,135 | $2.24M | 0.03% | −1,353−4.2% | Reduced |
| CI Private Wealth, LLC | 30,076 | $2.17M | 0.00% | +11,469+61.6% | Added |
| Mackenzie Financial Corp | 31,818 | $2.17M | 0.00% | +978+3.2% | Added |
| Oregon Public Employees Retirement Fund | 29,948 | $2.16M | 0.03% | −6,300−17.4% | Reduced |
| US Bancorp | 29,540 | $2.13M | 0.00% | −3,835−11.5% | Reduced |
| First Republic Investment Management, Inc. | 29,294 | $2.11M | 0.01% | −2,035−6.5% | Reduced |
| Siemens Fonds Invest GmbH | 28,878 | $2.08M | 0.21% | −2,980−9.4% | Reduced |
| Public Employees Retirement Association of Colorado | 28,792 | $2.08M | 0.01% | −731−2.5% | Reduced |
| Conning Inc. | 28,162 | $2.03M | 0.07% | −1,850−6.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 27,580 | $1.99M | 0.20% | +27,580 | New |
| Cetera Advisor Networks LLC | 27,564 | $1.99M | 0.01% | +1,066+4.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 27,016 | $1.95M | 1.66% | +4,319+19.0% | Added |
| Nissay Asset Management Corp | 26,569 | $1.91M | 0.02% | +816+3.2% | Added |
| Mount Lucas Management LP | 25,916 | $1.87M | 0.71% | −879−3.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 25,510 | $1.84M | 0.00% | −107,585−80.8% | Reduced |
| Quantinno Capital Management LP | 25,200 | $1.82M | 0.08% | +9,749+63.1% | Added |
| Hohimer Wealth Management, LLC | 25,008 | $1.80M | 0.51% | 00.0% | Unchanged |
| Mariner, LLC | 24,898 | $1.79M | 0.00% | +1,156+4.9% | Added |
| JustInvest LLC | 24,765 | $1.78M | 0.05% | +865+3.6% | Added |
| Hancock Whitney Corp | 24,591 | $1.77M | 0.07% | +132+0.5% | Added |
| Point72 Asset Management, L.P. | 24,030 | $1.73M | 0.01% | +24,030 | New |
| Neuberger Berman Group LLC | 23,745 | $1.71M | 0.00% | −27,132−53.3% | Reduced |
| Virginia Retirement Systems Et Al | 23,400 | $1.69M | 0.02% | +23,400 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,747 | $1.64M | 0.03% | +3,193+16.3% | Added |
| Bank of Nova Scotia | 22,563 | $1.63M | 0.00% | +2,468+12.3% | Added |
| Gulf International Bank (UK) Ltd | 22,548 | $1.63M | 0.05% | −1,976−8.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 22,079 | $1.59M | 0.34% | −2,426−9.9% | Reduced |
| British Columbia Investment Management Corp | 21,961 | $1.58M | 0.02% | +166+0.8% | Added |
| Financial Advisory Service, Inc. | 21,924 | $1.58M | 0.17% | +1,164+5.6% | Added |
| SEI Investments Co | 21,845 | $1.57M | 0.00% | −5,495−20.1% | Reduced |
| 1832 Asset Management L.P. | 21,725 | $1.57M | 0.00% | −18,669−46.2% | Reduced |
| Bridgewater Associates, LP | 21,630 | $1.56M | 0.01% | +8,015+58.9% | Added |
| Centiva Capital, LP | 21,390 | $1.54M | 0.08% | +21,390 | New |
| Pinebridge Investments, L.P. | 21,380 | $1.54M | 0.02% | −8,355−28.1% | Reduced |
| Arjuna Capital | 21,142 | $1.52M | 0.55% | −14,792−41.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,088 | $1.52M | 0.07% | +21,088 | New |
| Columbus Macro, LLC | 20,676 | $1.49M | 0.63% | −1,247−5.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,608 | $1.49M | 0.02% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 20,532 | $1.48M | 0.94% | +20,532 | New |
| Federated Hermes, Inc. | 20,456 | $1.47M | 0.00% | +2,986+17.1% | Added |
| Elo Mutual Pension Insurance Co | 20,357 | $1.47M | 0.05% | +296+1.5% | Added |
| HighTower Advisors, LLC | 20,070 | $1.46M | 0.00% | −232−1.1% | Reduced |
| Stifel Financial Corp | 20,098 | $1.45M | 0.00% | +2,858+16.6% | Added |
| Banque Pictet & Cie SA | 20,081 | $1.45M | 0.02% | −10,294−33.9% | Reduced |
| Daiwa Securities Group Inc. | 19,946 | $1.44M | 0.01% | +1,344+7.2% | Added |
| STRS Ohio | 19,948 | $1.44M | 0.01% | −3,345−14.4% | Reduced |
| MML Investors Services, LLC | 19,783 | $1.43M | 0.01% | +3,678+22.8% | Added |
| Toroso Investments, LLC | 19,754 | $1.42M | 0.04% | −3,587−15.4% | Reduced |
| Great Diamond Partners, LLC | 19,695 | $1.42M | 0.38% | −127−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,065 | $1.37M | 0.00% | −1,366−6.7% | Reduced |
| Assenagon Asset Management S.A. | 19,001 | $1.37M | 0.00% | −186−1.0% | Reduced |
| Guggenheim Capital LLC | 18,968 | $1.37M | 0.01% | +445+2.4% | Added |
| Argent Trust Co | 18,746 | $1.35M | 0.07% | +3,082+19.7% | Added |
| Maryland State Retirement & Pension System | 18,456 | $1.33M | 0.03% | 00.0% | Unchanged |
| Centric Wealth Management | 18,369 | $1.32M | 0.55% | +1,143+6.6% | Added |
| Walleye Trading LLC | 18,316 | $1.32M | 0.03% | +18,316 | New |
| Janney Montgomery Scott LLC | 18,192 | $1.31M | 0.00% | −3,806−17.3% | Reduced |
| Cerity Partners LLC | 18,099 | $1.30M | 0.01% | −2,163−10.7% | Reduced |
| Kentucky Retirement Systems | 17,815 | $1.28M | 0.04% | −338−1.9% | Reduced |
| Ontario Teachers Pension Plan Board | 17,626 | $1.27M | 0.01% | −6,758−27.7% | Reduced |
| Truist Financial Corp | 17,603 | $1.27M | 0.00% | −3,065−14.8% | Reduced |
| Montag A & Associates Inc | 17,596 | $1.27M | 0.08% | −350−2.0% | Reduced |
| Ossiam | 16,953 | $1.22M | 0.02% | +13,650+413.3% | Added |
| Greenwood Capital Associates LLC | 16,952 | $1.22M | 0.18% | +597+3.7% | Added |
| Nordea Investment Management AB | 16,440 | $1.20M | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,549 | $1.19M | 0.01% | +2,291+16.1% | Added |
| Wedge Capital Management L L P | 16,514 | $1.19M | 0.02% | −28,154−63.0% | Reduced |
| Securian Asset Management, Inc | 15,957 | $1.15M | 0.03% | −2,669−14.3% | Reduced |
| Advisor Partners II, LLC | 15,921 | $1.15M | 0.05% | +759+5.0% | Added |
| GoalVest Advisory LLC | 15,915 | $1.15M | 0.57% | +933+6.2% | Added |
| Candriam Luxembourg S.C.A. | 15,708 | $1.13M | 0.01% | +1,724+12.3% | Added |
| D.A. Davidson & Co. | 15,655 | $1.13M | 0.01% | −101−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 15,989 | $1.13M | 0.03% | +260+1.7% | Added |
| Hartford Investment Management Co | 15,243 | $1.10M | 0.04% | −1,626−9.6% | Reduced |
| M&T Bank Corp | 14,895 | $1.07M | 0.00% | −4,722−24.1% | Reduced |
| Ostrum Asset Management | 14,722 | $1.06M | 0.10% | +5,215+54.9% | Added |
| Prudential PLC | 14,719 | $1.06M | 0.01% | −3,141−17.6% | Reduced |
| Pacer Advisors, Inc. | 14,339 | $1.03M | 0.00% | +346+2.5% | Added |
| Kestra Advisory Services, LLC | 14,284 | $1.03M | 0.01% | +259+1.8% | Added |
| Kestra Private Wealth Services, LLC | 14,230 | $1.03M | 0.03% | +602+4.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,177 | $1.02M | 0.02% | +1,694+13.6% | Added |
| Glaxis Capital Management, LLC | 14,127 | $1.02M | 6.74% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,944 | $1.01M | 0.01% | −72,883−83.9% | Reduced |
| Ascent Group, LLC | 14,588 | $1.01M | 0.11% | −13,614−48.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,861 | $999.0K | 0.00% | −67,393−82.9% | Reduced |
| Louisiana State Employees Retirement System | 13,800 | $994.6K | 0.02% | −200−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 13,612 | $981.0K | 0.02% | −2,742−16.8% | Reduced |
| Pearl River Capital, LLC | 13,542 | $976.0K | 0.15% | +13,542 | New |
| Neo Ivy Capital Management | 13,328 | $961.0K | 0.42% | +13,328 | New |
| Adams Wealth Management | 13,240 | $954.2K | 0.32% | −315−2.3% | Reduced |
| Estate Counselors, LLC | 13,210 | $952.0K | 0.13% | +140+1.1% | Added |
| Rockland Trust Co | 13,012 | $937.8K | 0.06% | −584−4.3% | Reduced |
| Umb Bank N A | 12,921 | $931.2K | 0.01% | −1,329−9.3% | Reduced |
| Cipher Capital LP | 12,907 | $930.2K | 0.66% | +12,907 | New |
| Savant Capital, LLC | 12,618 | $909.4K | 0.01% | −270−2.1% | Reduced |
| Foster Group, Inc. | 12,429 | $895.8K | 0.05% | +459+3.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,115 | $873.1K | 0.50% | −194−1.6% | Reduced |
| Glenmede Trust Co NA | 11,963 | $862.2K | 0.00% | −592−4.7% | Reduced |