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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 54,120 | $4.26M | 0.05% | −11,883−18.0% | Reduced |
| Natixis | 55,147 | $4.34M | 0.03% | −54,910−49.9% | Reduced |
| Unison Advisors LLC | 56,636 | $4.46M | 0.47% | +521+0.9% | Added |
| Commonwealth Equity Services, LLC | 56,900 | $4.48M | 0.01% | −28,624−33.5% | Reduced |
| Beacon Financial Group | 56,952 | $4.48M | 0.55% | −2,731−4.6% | Reduced |
| Amalgamated Bank | 57,617 | $4.53M | 0.04% | −8,726−13.2% | Reduced |
| American International Group, Inc. | 57,701 | $4.54M | 0.02% | −2,280−3.8% | Reduced |
| Achmea Investment Management B.V. | 59,216 | $4.66M | 0.10% | −112,747−65.6% | Reduced |
| State of Michigan Retirement System | 60,080 | $4.73M | 0.03% | −5,000−7.7% | Reduced |
| Hoylecohen, LLC | 60,230 | $4.74M | 0.39% | +141+0.2% | Added |
| Comerica Bank | 60,871 | $4.79M | 0.02% | −3,886−6.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 61,568 | $4.84M | 0.01% | +36,058+141.3% | Added |
| Adage Capital Partners GP, L.L.C. | 63,100 | $4.96M | 0.01% | −8,000−11.3% | Reduced |
| Envestnet Asset Management Inc | 63,259 | $4.98M | 0.00% | −136,860−68.4% | Reduced |
| Dean Investment Associates, LLC | 63,282 | $4.98M | 0.71% | −1,645−2.5% | Reduced |
| Acadian Asset Management LLC | 64,005 | $5.03M | 0.02% | +64,005 | New |
| Natixis Advisors, L.P. | 66,028 | $5.19M | 0.01% | −1,889−2.8% | Reduced |
| Ci Investments Inc. | 66,036 | $5.20M | 0.03% | −2,533−3.7% | Reduced |
| Arizona State Retirement System | 66,433 | $5.23M | 0.04% | +199+0.3% | Added |
| USS Investment Management Ltd | 67,022 | $5.27M | 0.05% | +1,887+2.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,114 | $5.28M | 0.01% | −11,682−14.8% | Reduced |
| DnB Asset Management AS | 71,075 | $5.59M | 0.03% | +139+0.2% | Added |
| American Century Companies Inc | 71,196 | $5.60M | 0.00% | +2,613+3.8% | Added |
| Dorsey & Whitney Trust CO LLC | 71,915 | $5.66M | 0.43% | −81−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 72,550 | $5.69M | 0.01% | −3,039−4.0% | Reduced |
| National Bank of Canada | 72,492 | $5.73M | 0.01% | +4,035+5.9% | Added |
| Allianz Asset Management GmbH | 74,120 | $5.83M | 0.01% | −42,386−36.4% | Reduced |
| Teacher Retirement System of Texas | 75,519 | $5.94M | 0.04% | −70,190−48.2% | Reduced |
| Voya Investment Management LLC | 75,987 | $5.98M | 0.01% | −4,767−5.9% | Reduced |
| Andra AP-fonden | 76,000 | $5.98M | 0.32% | +7,500+10.9% | Added |
| KBC Group NV | 77,140 | $6.07M | 0.02% | −3,946−4.9% | Reduced |
| Rafferty Asset Management, LLC | 77,746 | $6.12M | 0.03% | +3,125+4.2% | Added |
| ExodusPoint Capital Management, LP | 80,565 | $6.34M | 0.08% | −48,552−37.6% | Reduced |
| AMF Pensionsforsakring AB | 80,700 | $6.35M | 0.05% | +80,700 | New |
| Mirae Asset Global Investments Co., Ltd. | 81,924 | $6.44M | 0.01% | +9,429+13.0% | Added |
| Bank of Nova Scotia | 85,695 | $6.74M | 0.01% | +63,132+279.8% | Added |
| Nisa Investment Advisors, LLC | 86,828 | $6.83M | 0.05% | +2,817+3.4% | Added |
| Macquarie Group Ltd | 91,472 | $7.20M | 0.01% | +6,274+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 92,562 | $7.28M | 0.03% | +262+0.3% | Added |
| Nomura Asset Management Co Ltd | 96,525 | $7.59M | 0.03% | +2,762+2.9% | Added |
| Advisor Group Holdings, Inc. | 96,625 | $7.60M | 0.01% | −154,249−61.5% | Reduced |
| Asset Management One Co.,Ltd. | 96,723 | $7.67M | 0.03% | −3,967−3.9% | Reduced |
| Raymond James & Associates | 97,693 | $7.69M | 0.01% | −5,222−5.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,912 | $7.70M | 0.03% | +5,502+6.0% | Added |
| Standard Life Aberdeen plc | 100,473 | $7.90M | 0.02% | +41,728+71.0% | Added |
| NewSquare Capital LLC | 103,177 | $7.99M | 0.76% | +1,850+1.8% | Added |
| Capital Management Corp | 103,354 | $8.13M | 1.60% | −1,460−1.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 104,351 | $8.21M | 0.10% | −5,200−4.7% | Reduced |
| Worldquant Millennium Advisors LLC | 104,527 | $8.22M | 0.12% | +104,527 | New |
| Churchill Management Corp | 104,578 | $8.23M | 0.13% | −3,810−3.5% | Reduced |
| QRG Capital Management, Inc. | 104,881 | $8.25M | 0.12% | −210,446−66.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $8.26M | 0.01% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 107,400 | $8.45M | 0.09% | +25,200+30.7% | Added |
| Treasurer of the State of North Carolina | 110,266 | $8.68M | 0.04% | +1,000+0.9% | Added |
| Ensign Peak Advisors, Inc | 112,725 | $8.87M | 0.02% | −3,125−2.7% | Reduced |
| D. E. Shaw & Co., Inc. | 112,938 | $8.88M | 0.01% | −51,429−31.3% | Reduced |
| AMG National Trust Bank | 112,952 | $8.89M | 0.28% | +35,521+45.9% | Added |
| Public Employees Retirement System of Ohio | 115,751 | $9.11M | 0.04% | +2,896+2.6% | Added |
| Mn Services Vermogensbeheer B.V. | 116,280 | $9.15M | 0.08% | +500+0.4% | Added |
| Korea Investment CORP | 117,260 | $9.22M | 0.02% | −37,966−24.5% | Reduced |
| Illinois Municipal Retirement Fund | 118,204 | $9.30M | 0.16% | +5,886+5.2% | Added |
| LPL Financial LLC | 118,984 | $9.36M | 0.01% | +4,670+4.1% | Added |
| Citigroup Inc | 120,417 | $9.47M | 0.01% | −18,564−13.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 122,525 | $9.64M | 0.03% | −2,475−2.0% | Reduced |
| TD Asset Management Inc | 126,465 | $9.95M | 0.01% | +2,841+2.3% | Added |
| Goelzer Investment Management, Inc. | 126,987 | $9.99M | 0.64% | −1,992−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 127,401 | $10.0M | 0.02% | −135,481−51.5% | Reduced |
| Jane Street Group, LLC | 127,721 | $10.0M | 0.01% | +318+0.2% | Added |
| State of New Jersey Common Pension Fund D | 130,702 | $10.3M | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 132,700 | $10.4M | 0.02% | −28,212−17.5% | Reduced |
| Pictet Asset Management Holding SA | 133,405 | $10.5M | 0.01% | −14,103−9.6% | Reduced |
| Brandywine Global Investment Management, LLC | 134,203 | $10.6M | 0.08% | −224,415−62.6% | Reduced |
| Cambria Investment Management, L.P. | 136,991 | $10.8M | 0.75% | +18,362+15.5% | Added |
| Renaissance Technologies LLC | 148,500 | $11.7M | 0.02% | +148,500 | New |
| Engineers Gate Manager LP | 153,092 | $12.0M | 0.34% | +94,462+161.1% | Added |
| Manufacturers Life Insurance Company, The | 154,805 | $12.2M | 0.01% | −130−0.1% | Reduced |
| Prudential Financial Inc | 162,238 | $12.6M | 0.02% | −32,853−16.8% | Reduced |
| Swedbank AB | 162,158 | $12.8M | 0.02% | −21,424−11.7% | Reduced |
| Russell Investments Group, Ltd. | 163,499 | $12.9M | 0.02% | −79,897−32.8% | Reduced |
| CBOE Vest Financial, LLC | 167,313 | $13.2M | 0.49% | +47,446+39.6% | Added |
| Sound Income Strategies, LLC | 167,437 | $13.2M | 1.10% | +12,908+8.4% | Added |
| Royal London Asset Management Ltd | 170,536 | $13.4M | 0.04% | −2,458−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 176,919 | $13.9M | 0.17% | +176,919 | New |
| Susquehanna International Group, LLP | 181,908 | $14.3M | 0.02% | −6,777−3.6% | Reduced |
| Canada Pension Plan Investment Board | 185,201 | $14.6M | 0.02% | +44,300+31.4% | Added |
| New York State Common Retirement Fund | 185,598 | $14.6M | 0.02% | −24,358−11.6% | Reduced |
| State of Tennessee, Treasury Department | 187,183 | $14.7M | 0.06% | +20,730+12.5% | Added |
| State of Wisconsin Investment Board | 188,882 | $14.9M | 0.04% | +24,651+15.0% | Added |
| Toronto Dominion Bank | 189,715 | $14.9M | 0.02% | +70,803+59.5% | Added |
| AE Wealth Management LLC | 186,333 | $15.0M | 0.08% | −23,746−11.3% | Reduced |
| Wells Fargo & Company | 193,880 | $15.3M | 0.00% | −1,923−1.0% | Reduced |
| Point72 Asset Management, L.P. | 196,184 | $15.4M | 0.05% | +172,154+716.4% | Added |
| GW Henssler & Associates Ltd | 197,700 | $15.6M | 1.03% | +1,694+0.9% | Added |
| Ameriprise Financial Inc | 200,138 | $15.7M | 0.00% | +12,569+6.7% | Added |
| The PNC Financial Services Group, Inc. | 210,614 | $16.6M | 0.01% | −3,796−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 218,981 | $17.2M | 0.23% | −57,863−20.9% | Reduced |
| Bank of Montreal | 222,748 | $17.7M | 0.01% | +51,031+29.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 232,017 | $18.3M | 0.03% | +2,439+1.1% | Added |
| Principal Financial Group Inc | 233,455 | $18.4M | 0.01% | −25,563−9.9% | Reduced |
| New York State Teachers Retirement System | 245,256 | $19.3M | 0.04% | −19,817−7.5% | Reduced |