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, Q4 2023
Institutional positions in Principal Financial Group Inc as of Dec 31, 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
- 757
- +43 vs. Q3 2023
- Shares held
- 169.2M
- −2.29M (−1.3%) vs. Q3 2023
- Total value
- $13.2B
- +$847.1M (+6.8%) vs. Q3 2023
- New holders
- 116
- 226 more added
- Sold out
- 73
- 284 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,605,879 | $2.25B | 0.05% | −428,529−1.5% | Reduced |
| BlackRock Inc. | 18,885,042 | $1.49B | 0.04% | −653,175−3.3% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.43B | 65.17% | 00.0% | Unchanged |
| Bank of America Corp | 10,581,744 | $832.5M | 0.09% | −1,515,095−12.5% | Reduced |
| State Street Corp | 9,722,082 | $764.8M | 0.04% | −150,570−1.5% | Reduced |
| Capital Research Global Investors | 6,449,524 | $507.4M | 0.12% | −3,346,549−34.2% | Reduced |
| Geode Capital Management, LLC | 5,182,829 | $407.0M | 0.04% | +19,679+0.4% | Added |
| Wellington Management Group LLP | 4,369,010 | $343.7M | 0.06% | −54,965−1.2% | Reduced |
| Dimensional Fund Advisors LP | 3,875,462 | $304.9M | 0.09% | −47,525−1.2% | Reduced |
| Northern Trust Corp | 3,707,729 | $291.7M | 0.05% | −213,186−5.4% | Reduced |
| Morgan Stanley | 3,414,726 | $268.6M | 0.02% | +800,846+30.6% | Added |
| Norges Bank | 3,228,544 | $254.0M | 0.04% | +487,328+17.8% | Added |
| First Trust Advisors LP | 2,783,578 | $219.0M | 0.24% | +144,262+5.5% | Added |
| Goldman Sachs Group Inc | 2,157,712 | $169.7M | 0.04% | +200,056+10.2% | Added |
| Invesco Ltd. | 2,141,045 | $168.4M | 0.04% | −90,712−4.1% | Reduced |
| Bank of New York Mellon Corp | 1,892,879 | $148.9M | 0.03% | +258,971+15.8% | Added |
| Legal & General Group Plc | 1,889,472 | $148.6M | 0.05% | −116,800−5.8% | Reduced |
| Balyasny Asset Management LLC | 1,397,497 | $109.9M | 0.30% | −39,931−2.8% | Reduced |
| HSBC Holdings PLC | 1,360,338 | $107.0M | 0.10% | +149,353+12.3% | Added |
| Charles Schwab Investment Management Inc | 1,311,223 | $103.2M | 0.03% | +29,462+2.3% | Added |
| Mairs & Power Inc | 1,191,691 | $93.8M | 0.99% | −1,587−0.1% | Reduced |
| Royal Bank of Canada | 1,184,279 | $93.2M | 0.02% | −662,391−35.9% | Reduced |
| UBS Asset Management Americas Inc | 1,129,472 | $88.9M | 0.03% | −32,190−2.8% | Reduced |
| Barclays PLC | 1,058,831 | $83.3M | 0.04% | +415,633+64.6% | Added |
| Citadel Advisors LLC | 1,056,821 | $83.1M | 0.08% | +374,616+54.9% | Added |
| Amundi | 906,071 | $71.2M | 0.03% | +153,702+20.4% | Added |
| Swiss National Bank | 756,400 | $59.5M | 0.04% | −24,500−3.1% | Reduced |
| Marshall Wace, LLP | 725,016 | $57.0M | 0.11% | +375,275+107.3% | Added |
| Qube Research & Technologies Ltd | 718,496 | $56.5M | 0.13% | +181,538+33.8% | Added |
| Deutsche Bank AG | 665,534 | $52.4M | 0.03% | +12,276+1.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 649,504 | $51.1M | 0.04% | −19,003−2.8% | Reduced |
| Millennium Management LLC | 615,710 | $48.4M | 0.05% | +401,916+188.0% | Added |
| Pinebridge Investments, L.P. | 575,986 | $45.3M | 0.42% | +554,606+2,594.0% | Added |
| Nuveen Asset Management, LLC | 552,236 | $43.4M | 0.01% | −2,920−0.5% | Reduced |
| FMR LLC | 493,681 | $38.8M | 0.00% | −95,165−16.2% | Reduced |
| Rhumbline Advisers | 490,528 | $38.6M | 0.04% | −10,060−2.0% | Reduced |
| California Public Employees Retirement System | 452,839 | $35.6M | 0.03% | −23,520−4.9% | Reduced |
| JPMorgan Chase & Co | 404,661 | $31.8M | 0.00% | −85,868−17.5% | Reduced |
| Credit Suisse AG | 401,646 | $31.6M | 0.03% | −18,817−4.5% | Reduced |
| National Pension Service | 398,146 | $31.3M | 0.04% | 00.0% | Unchanged |
| North Star Asset Management Inc | 396,738 | $31.2M | 1.60% | +875+0.2% | Added |
| California State Teachers Retirement System | 390,005 | $30.7M | 0.04% | −960−0.2% | Reduced |
| Fort Washington Investment Advisors Inc | 388,964 | $30.6M | 0.21% | −35,310−8.3% | Reduced |
| Trust Point Inc. | 385,028 | $30.3M | 2.50% | +385,028 | New |
| Man Group plc | 379,607 | $29.9M | 0.09% | – | – |
| UBS Group AG | 364,652 | $28.7M | 0.01% | +99,671+37.6% | Added |
| Victory Capital Management Inc | 326,188 | $25.7M | 0.03% | +27,887+9.3% | Added |
| Alliancebernstein L.P. | 304,497 | $24.0M | 0.01% | +11,741+4.0% | Added |
| Price T Rowe Associates Inc | 304,450 | $24.0M | 0.00% | +5,718+1.9% | Added |
| Voloridge Investment Management, LLC | 299,735 | $23.6M | 0.09% | +299,735 | New |
| Great West Life Assurance Co | 299,336 | $23.4M | 0.05% | +2,094+0.7% | Added |
| Squarepoint Ops LLC | 296,616 | $23.3M | 0.10% | +55,212+22.9% | Added |
| State Board of Administration of Florida Retirement System | 278,521 | $21.9M | 0.05% | −9,136−3.2% | Reduced |
| AustralianSuper Pty Ltd | 277,157 | $21.8M | 0.13% | +37,836+15.8% | Added |
| Storebrand Asset Management AS | 273,896 | $21.5M | 0.08% | −10,511−3.7% | Reduced |
| Tudor Investment Corp Et Al | 273,292 | $21.5M | 0.30% | +141,440+107.3% | Added |
| Assenagon Asset Management S.A. | 250,602 | $19.7M | 0.06% | +231,601+1,218.9% | Added |
| New York State Teachers Retirement System | 245,256 | $19.3M | 0.04% | −19,817−7.5% | Reduced |
| Principal Financial Group Inc | 233,455 | $18.4M | 0.01% | −25,563−9.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 232,017 | $18.3M | 0.03% | +2,439+1.1% | Added |
| Bank of Montreal | 222,748 | $17.7M | 0.01% | +51,031+29.7% | Added |
| O'Shaughnessy Asset Management, LLC | 218,981 | $17.2M | 0.23% | −57,863−20.9% | Reduced |
| The PNC Financial Services Group, Inc. | 210,614 | $16.6M | 0.01% | −3,796−1.8% | Reduced |
| Ameriprise Financial Inc | 200,138 | $15.7M | 0.00% | +12,569+6.7% | Added |
| GW Henssler & Associates Ltd | 197,700 | $15.6M | 1.03% | +1,694+0.9% | Added |
| Point72 Asset Management, L.P. | 196,184 | $15.4M | 0.05% | +172,154+716.4% | Added |
| Wells Fargo & Company | 193,880 | $15.3M | 0.00% | −1,923−1.0% | Reduced |
| AE Wealth Management LLC | 186,333 | $15.0M | 0.08% | −23,746−11.3% | Reduced |
| Toronto Dominion Bank | 189,715 | $14.9M | 0.02% | +70,803+59.5% | Added |
| State of Wisconsin Investment Board | 188,882 | $14.9M | 0.04% | +24,651+15.0% | Added |
| State of Tennessee, Treasury Department | 187,183 | $14.7M | 0.06% | +20,730+12.5% | Added |
| New York State Common Retirement Fund | 185,598 | $14.6M | 0.02% | −24,358−11.6% | Reduced |
| Canada Pension Plan Investment Board | 185,201 | $14.6M | 0.02% | +44,300+31.4% | Added |
| Susquehanna International Group, LLP | 181,908 | $14.3M | 0.02% | −6,777−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 176,919 | $13.9M | 0.17% | +176,919 | New |
| Royal London Asset Management Ltd | 170,536 | $13.4M | 0.04% | −2,458−1.4% | Reduced |
| Sound Income Strategies, LLC | 167,437 | $13.2M | 1.10% | +12,908+8.4% | Added |
| CBOE Vest Financial, LLC | 167,313 | $13.2M | 0.49% | +47,446+39.6% | Added |
| Russell Investments Group, Ltd. | 163,499 | $12.9M | 0.02% | −79,897−32.8% | Reduced |
| Swedbank AB | 162,158 | $12.8M | 0.02% | −21,424−11.7% | Reduced |
| Prudential Financial Inc | 162,238 | $12.6M | 0.02% | −32,853−16.8% | Reduced |
| Manufacturers Life Insurance Company, The | 154,805 | $12.2M | 0.01% | −130−0.1% | Reduced |
| Engineers Gate Manager LP | 153,092 | $12.0M | 0.34% | +94,462+161.1% | Added |
| Renaissance Technologies LLC | 148,500 | $11.7M | 0.02% | +148,500 | New |
| Cambria Investment Management, L.P. | 136,991 | $10.8M | 0.75% | +18,362+15.5% | Added |
| Brandywine Global Investment Management, LLC | 134,203 | $10.6M | 0.08% | −224,415−62.6% | Reduced |
| Pictet Asset Management Holding SA | 133,405 | $10.5M | 0.01% | −14,103−9.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 132,700 | $10.4M | 0.02% | −28,212−17.5% | Reduced |
| State of New Jersey Common Pension Fund D | 130,702 | $10.3M | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 127,721 | $10.0M | 0.01% | +318+0.2% | Added |
| BNP Paribas Arbitrage, SA | 127,401 | $10.0M | 0.02% | −135,481−51.5% | Reduced |
| Goelzer Investment Management, Inc. | 126,987 | $9.99M | 0.64% | −1,992−1.5% | Reduced |
| TD Asset Management Inc | 126,465 | $9.95M | 0.01% | +2,841+2.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 122,525 | $9.64M | 0.03% | −2,475−2.0% | Reduced |
| Citigroup Inc | 120,417 | $9.47M | 0.01% | −18,564−13.4% | Reduced |
| LPL Financial LLC | 118,984 | $9.36M | 0.01% | +4,670+4.1% | Added |
| Illinois Municipal Retirement Fund | 118,204 | $9.30M | 0.16% | +5,886+5.2% | Added |
| Korea Investment CORP | 117,260 | $9.22M | 0.02% | −37,966−24.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 116,280 | $9.15M | 0.08% | +500+0.4% | Added |
| Public Employees Retirement System of Ohio | 115,751 | $9.11M | 0.04% | +2,896+2.6% | Added |