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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 250,602 | $19.7M | 0.06% | +231,601+1,218.9% | Added |
| Tudor Investment Corp Et Al | 273,292 | $21.5M | 0.30% | +141,440+107.3% | Added |
| Storebrand Asset Management AS | 273,896 | $21.5M | 0.08% | −10,511−3.7% | Reduced |
| AustralianSuper Pty Ltd | 277,157 | $21.8M | 0.13% | +37,836+15.8% | Added |
| State Board of Administration of Florida Retirement System | 278,521 | $21.9M | 0.05% | −9,136−3.2% | Reduced |
| Squarepoint Ops LLC | 296,616 | $23.3M | 0.10% | +55,212+22.9% | Added |
| Great West Life Assurance Co | 299,336 | $23.4M | 0.05% | +2,094+0.7% | Added |
| Voloridge Investment Management, LLC | 299,735 | $23.6M | 0.09% | +299,735 | New |
| Price T Rowe Associates Inc | 304,450 | $24.0M | 0.00% | +5,718+1.9% | Added |
| Alliancebernstein L.P. | 304,497 | $24.0M | 0.01% | +11,741+4.0% | Added |
| Victory Capital Management Inc | 326,188 | $25.7M | 0.03% | +27,887+9.3% | Added |
| UBS Group AG | 364,652 | $28.7M | 0.01% | +99,671+37.6% | Added |
| Man Group plc | 379,607 | $29.9M | 0.09% | – | – |
| Trust Point Inc. | 385,028 | $30.3M | 2.50% | +385,028 | New |
| Fort Washington Investment Advisors Inc | 388,964 | $30.6M | 0.21% | −35,310−8.3% | Reduced |
| California State Teachers Retirement System | 390,005 | $30.7M | 0.04% | −960−0.2% | Reduced |
| North Star Asset Management Inc | 396,738 | $31.2M | 1.60% | +875+0.2% | Added |
| National Pension Service | 398,146 | $31.3M | 0.04% | 00.0% | Unchanged |
| Credit Suisse AG | 401,646 | $31.6M | 0.03% | −18,817−4.5% | Reduced |
| JPMorgan Chase & Co | 404,661 | $31.8M | 0.00% | −85,868−17.5% | Reduced |
| California Public Employees Retirement System | 452,839 | $35.6M | 0.03% | −23,520−4.9% | Reduced |
| Rhumbline Advisers | 490,528 | $38.6M | 0.04% | −10,060−2.0% | Reduced |
| FMR LLC | 493,681 | $38.8M | 0.00% | −95,165−16.2% | Reduced |
| Nuveen Asset Management, LLC | 552,236 | $43.4M | 0.01% | −2,920−0.5% | Reduced |
| Pinebridge Investments, L.P. | 575,986 | $45.3M | 0.42% | +554,606+2,594.0% | Added |
| Millennium Management LLC | 615,710 | $48.4M | 0.05% | +401,916+188.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 649,504 | $51.1M | 0.04% | −19,003−2.8% | Reduced |
| Deutsche Bank AG | 665,534 | $52.4M | 0.03% | +12,276+1.9% | Added |
| Qube Research & Technologies Ltd | 718,496 | $56.5M | 0.13% | +181,538+33.8% | Added |
| Marshall Wace, LLP | 725,016 | $57.0M | 0.11% | +375,275+107.3% | Added |
| Swiss National Bank | 756,400 | $59.5M | 0.04% | −24,500−3.1% | Reduced |
| Amundi | 906,071 | $71.2M | 0.03% | +153,702+20.4% | Added |
| Citadel Advisors LLC | 1,056,821 | $83.1M | 0.08% | +374,616+54.9% | Added |
| Barclays PLC | 1,058,831 | $83.3M | 0.04% | +415,633+64.6% | Added |
| UBS Asset Management Americas Inc | 1,129,472 | $88.9M | 0.03% | −32,190−2.8% | Reduced |
| Royal Bank of Canada | 1,184,279 | $93.2M | 0.02% | −662,391−35.9% | Reduced |
| Mairs & Power Inc | 1,191,691 | $93.8M | 0.99% | −1,587−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,311,223 | $103.2M | 0.03% | +29,462+2.3% | Added |
| HSBC Holdings PLC | 1,360,338 | $107.0M | 0.10% | +149,353+12.3% | Added |
| Balyasny Asset Management LLC | 1,397,497 | $109.9M | 0.30% | −39,931−2.8% | Reduced |
| Legal & General Group Plc | 1,889,472 | $148.6M | 0.05% | −116,800−5.8% | Reduced |
| Bank of New York Mellon Corp | 1,892,879 | $148.9M | 0.03% | +258,971+15.8% | Added |
| Invesco Ltd. | 2,141,045 | $168.4M | 0.04% | −90,712−4.1% | Reduced |
| Goldman Sachs Group Inc | 2,157,712 | $169.7M | 0.04% | +200,056+10.2% | Added |
| First Trust Advisors LP | 2,783,578 | $219.0M | 0.24% | +144,262+5.5% | Added |
| Norges Bank | 3,228,544 | $254.0M | 0.04% | +487,328+17.8% | Added |
| Morgan Stanley | 3,414,726 | $268.6M | 0.02% | +800,846+30.6% | Added |
| Northern Trust Corp | 3,707,729 | $291.7M | 0.05% | −213,186−5.4% | Reduced |
| Dimensional Fund Advisors LP | 3,875,462 | $304.9M | 0.09% | −47,525−1.2% | Reduced |
| Wellington Management Group LLP | 4,369,010 | $343.7M | 0.06% | −54,965−1.2% | Reduced |
| Geode Capital Management, LLC | 5,182,829 | $407.0M | 0.04% | +19,679+0.4% | Added |
| Capital Research Global Investors | 6,449,524 | $507.4M | 0.12% | −3,346,549−34.2% | Reduced |
| State Street Corp | 9,722,082 | $764.8M | 0.04% | −150,570−1.5% | Reduced |
| Bank of America Corp | 10,581,744 | $832.5M | 0.09% | −1,515,095−12.5% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.43B | 65.17% | 00.0% | Unchanged |
| BlackRock Inc. | 18,885,042 | $1.49B | 0.04% | −653,175−3.3% | Reduced |
| Vanguard Group Inc | 28,605,879 | $2.25B | 0.05% | −428,529−1.5% | Reduced |
| Gillson Capital LP | 0 | $0 | 0.00% | −322,491−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −173,335−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −73,220−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −59,776−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −41,833−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −34,468−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,580−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −25,916−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −21,725−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −20,532−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −20,081−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,861−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −13,542−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −13,210−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −12,115−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −11,208−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −10,389−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,649−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −9,355−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −8,928−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −8,002−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,842−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,128−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,378−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −6,333−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −5,922−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −5,732−100.0% | Sold out |
| Cedrus LLC | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −3,957−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Auxano Advisors, LLC | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| CRA Financial Services, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |