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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 18,800 | $1.48M | 0.01% | +1,174+6.7% | Added |
| STRS Ohio | 18,823 | $1.48M | 0.01% | −1,125−5.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 19,054 | $1.50M | 0.29% | −3,025−13.7% | Reduced |
| Jump Financial, LLC | 19,160 | $1.51M | 0.05% | +19,160 | New |
| Occudo Quantitative Strategies LP | 19,218 | $1.51M | 0.21% | +12,526+187.2% | Added |
| Teachers Retirement System of the State of Kentucky | 19,358 | $1.52M | 0.01% | −1,250−6.1% | Reduced |
| La Banque Postale Asset Management SA | 19,384 | $1.52M | 0.03% | −23,371−54.7% | Reduced |
| Wedge Capital Management L L P | 19,981 | $1.57M | 0.03% | +3,467+21.0% | Added |
| Gulf International Bank (UK) Ltd | 20,058 | $1.58M | 0.04% | −2,490−11.0% | Reduced |
| Columbus Macro, LLC | 20,094 | $1.58M | 0.62% | −582−2.8% | Reduced |
| Centric Wealth Management | 20,449 | $1.59M | 0.52% | +2,080+11.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,513 | $1.61M | 0.02% | +6,336+44.7% | Added |
| HighTower Advisors, LLC | 20,653 | $1.63M | 0.00% | +583+2.9% | Added |
| Cerity Partners LLC | 20,701 | $1.63M | 0.01% | +2,602+14.4% | Added |
| Schonfeld Strategic Advisors LLC | 20,940 | $1.65M | 0.01% | −24,706−54.1% | Reduced |
| Daiwa Securities Group Inc. | 20,972 | $1.65M | 0.01% | +1,026+5.1% | Added |
| Elo Mutual Pension Insurance Co | 21,103 | $1.66M | 0.04% | +746+3.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,193 | $1.67M | 0.06% | +105+0.5% | Added |
| Guggenheim Capital LLC | 21,392 | $1.68M | 0.01% | +2,424+12.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 21,412 | $1.68M | 1.65% | −5,604−20.7% | Reduced |
| Arjuna Capital | 22,142 | $1.74M | 0.55% | +1,000+4.7% | Added |
| Degroof Petercam Asset Management | 22,500 | $1.77M | 0.02% | +22,500 | New |
| Quest Partners LLC | 22,705 | $1.79M | 0.38% | +22,705 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,747 | $1.79M | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 22,870 | $1.80M | 0.06% | −2,330−9.2% | Reduced |
| Point72 Europe (London) LLP | 23,913 | $1.88M | 0.24% | +23,913 | New |
| Mariner, LLC | 23,966 | $1.89M | 0.00% | −932−3.7% | Reduced |
| Numerai GP LLC | 24,255 | $1.91M | 0.68% | +24,255 | New |
| US Bancorp | 24,440 | $1.92M | 0.00% | −5,100−17.3% | Reduced |
| Hohimer Wealth Management, LLC | 25,008 | $1.97M | 0.50% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 25,021 | $1.97M | 0.16% | −3,857−13.4% | Reduced |
| Financial Advisory Service, Inc. | 25,275 | $1.99M | 0.19% | +3,351+15.3% | Added |
| Argent Trust Co | 25,292 | $1.99M | 0.10% | +6,546+34.9% | Added |
| Point72 Hong Kong Ltd | 25,665 | $2.02M | 0.12% | +25,665 | New |
| Cetera Investment Advisers | 25,752 | $2.03M | 0.02% | −7,336−22.2% | Reduced |
| JustInvest LLC | 26,570 | $2.09M | 0.05% | +1,805+7.3% | Added |
| Cipher Capital LP | 26,689 | $2.10M | 0.68% | +13,782+106.8% | Added |
| Nissay Asset Management Corp | 26,849 | $2.11M | 0.02% | +280+1.1% | Added |
| Public Employees Retirement Association of Colorado | 27,209 | $2.14M | 0.01% | −1,583−5.5% | Reduced |
| Mackenzie Financial Corp | 27,578 | $2.17M | 0.00% | −4,240−13.3% | Reduced |
| British Columbia Investment Management Corp | 27,826 | $2.19M | 0.02% | +5,865+26.7% | Added |
| Commerce Bank | 28,103 | $2.21M | 0.02% | −60,093−68.1% | Reduced |
| Pathstone Holdings, LLC | 28,268 | $2.22M | 0.01% | +28,268 | New |
| Hennessy Advisors Inc | 28,900 | $2.27M | 0.11% | +28,900 | New |
| Private Advisor Group, LLC | 28,966 | $2.28M | 0.02% | −4,984−14.7% | Reduced |
| Aquatic Capital Management LLC | 29,300 | $2.31M | 0.06% | +17,600+150.4% | Added |
| Mutual of America Capital Management LLC | 29,371 | $2.31M | 0.03% | −1,764−5.7% | Reduced |
| Conning Inc. | 29,462 | $2.32M | 0.08% | +1,300+4.6% | Added |
| Campbell & CO Investment Adviser LLC | 29,619 | $2.33M | 0.21% | −5,502−15.7% | Reduced |
| Janus Henderson Group PLC | 31,589 | $2.49M | 0.00% | −209−0.7% | Reduced |
| CI Private Wealth, LLC | 31,612 | $2.49M | 0.00% | +1,536+5.1% | Added |
| FORA Capital, LLC | 31,653 | $2.49M | 0.21% | +31,653 | New |
| Meiji Yasuda Asset Management Co Ltd. | 31,909 | $2.51M | 0.11% | +24,830+350.8% | Added |
| Yousif Capital Management, LLC | 32,081 | $2.52M | 0.03% | −880−2.7% | Reduced |
| Stifel Financial Corp | 32,081 | $2.52M | 0.00% | +11,983+59.6% | Added |
| Dakota Wealth Management | 32,271 | $2.54M | 0.10% | −263−0.8% | Reduced |
| Alaska Permanent Fund Corp | 32,740 | $2.58M | 0.04% | +40+0.1% | Added |
| AQR Capital Management LLC | 33,460 | $2.63M | 0.00% | −51,285−60.5% | Reduced |
| Franklin Resources Inc | 33,763 | $2.66M | 0.00% | −5,755−14.6% | Reduced |
| Freestone Capital Holdings, LLC | 33,833 | $2.66M | 0.12% | −230−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 34,081 | $2.68M | 0.10% | −795−2.3% | Reduced |
| Intech Investment Management LLC | 34,227 | $2.69M | 0.04% | −86,868−71.7% | Reduced |
| New York Life Investment Management LLC | 34,700 | $2.73M | 0.03% | −178−0.5% | Reduced |
| Public Sector Pension Investment Board | 34,895 | $2.75M | 0.02% | −19,162−35.4% | Reduced |
| Tower Research Capital LLC (TRC) | 34,960 | $2.75M | 0.03% | +23,974+218.2% | Added |
| Foster & Motley Inc | 36,196 | $2.85M | 0.21% | −1,842−4.8% | Reduced |
| Vident Advisory, LLC | 36,644 | $2.88M | 0.07% | +563+1.6% | Added |
| Bridgeway Capital Management, LLC | 36,800 | $2.90M | 0.06% | −1,700−4.4% | Reduced |
| Xponance, Inc. | 36,960 | $2.91M | 0.03% | +5,324+16.8% | Added |
| CIBC Asset Management Inc | 37,442 | $2.95M | 0.01% | −2,243−5.7% | Reduced |
| Tredje AP-fonden | 38,269 | $3.01M | 0.04% | −778−2.0% | Reduced |
| Czech National Bank | 38,416 | $3.02M | 0.04% | −452−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,921 | $3.14M | 0.01% | +3,478+9.5% | Added |
| Iowa State Bank | 40,506 | $3.19M | 0.76% | −109−0.3% | Reduced |
| Utah Retirement Systems | 41,813 | $3.29M | 0.04% | +200+0.5% | Added |
| Texas Permanent School Fund | 44,272 | $3.48M | 0.03% | −2,729−5.8% | Reduced |
| Trexquant Investment LP | 45,145 | $3.55M | 0.08% | +45,145 | New |
| Neuberger Berman Group LLC | 45,271 | $3.56M | 0.00% | +21,526+90.7% | Added |
| ProShare Advisors LLC | 45,280 | $3.56M | 0.01% | −3,687−7.5% | Reduced |
| Baird Financial Group, Inc. | 45,543 | $3.58M | 0.01% | −24,820−35.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 45,635 | $3.59M | 0.02% | +586+1.3% | Added |
| Caisse de Depot Et Placement du Quebec | 45,857 | $3.61M | 0.01% | +44,400+3,047.4% | Added |
| Ethic Inc. | 46,614 | $3.67M | 0.11% | +2,757+6.3% | Added |
| Wealthfront Advisers LLC | 47,048 | $3.70M | 0.01% | −5,024−9.6% | Reduced |
| PGGM Investments | 47,165 | $3.71M | 0.06% | −762−1.6% | Reduced |
| Captrust Financial Advisors | 47,636 | $3.75M | 0.01% | −1,486−3.0% | Reduced |
| Advisors Asset Management, Inc. | 47,655 | $3.75M | 0.08% | −10,513−18.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,032 | $3.78M | 0.03% | +3,319+7.4% | Added |
| Creative Planning | 48,334 | $3.80M | 0.01% | +2,277+4.9% | Added |
| Retirement Systems of Alabama | 48,341 | $3.80M | 0.02% | −1,940−3.9% | Reduced |
| Point72 Middle East FZE | 49,172 | $3.87M | 0.27% | +49,172 | New |
| Handelsbanken Fonder AB | 51,027 | $4.01M | 0.02% | −54,279−51.5% | Reduced |
| State of Alaska, Department of Revenue | 51,064 | $4.02M | 0.05% | −10,085−16.5% | Reduced |
| Mercer Global Advisors Inc | 51,472 | $4.05M | 0.01% | −186,459−78.4% | Reduced |
| CIBC World Markets Corp | 51,492 | $4.05M | 0.02% | +15,777+44.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,622 | $4.06M | 0.01% | −11,179−17.8% | Reduced |
| IFM Investors Pty Ltd | 52,178 | $4.11M | 0.05% | −2,204−4.1% | Reduced |
| Teza Capital Management LLC | 53,007 | $4.17M | 0.70% | +44,297+508.6% | Added |
| MetLife Investment Management | 53,679 | $4.22M | 0.03% | −1,705−3.1% | Reduced |
| HRT Financial LP | 53,962 | $4.25M | 0.03% | −30,379−36.0% | Reduced |