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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 112,952 | $8.89M | 0.28% | +35,521+45.9% | Added |
| D. E. Shaw & Co., Inc. | 112,938 | $8.88M | 0.01% | −51,429−31.3% | Reduced |
| Ensign Peak Advisors, Inc | 112,725 | $8.87M | 0.02% | −3,125−2.7% | Reduced |
| Treasurer of the State of North Carolina | 110,266 | $8.68M | 0.04% | +1,000+0.9% | Added |
| Forsta Ap-Fonden | 107,400 | $8.45M | 0.09% | +25,200+30.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 105,022 | $8.26M | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 104,881 | $8.25M | 0.12% | −210,446−66.7% | Reduced |
| Churchill Management Corp | 104,578 | $8.23M | 0.13% | −3,810−3.5% | Reduced |
| Worldquant Millennium Advisors LLC | 104,527 | $8.22M | 0.12% | +104,527 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 104,351 | $8.21M | 0.10% | −5,200−4.7% | Reduced |
| Capital Management Corp | 103,354 | $8.13M | 1.60% | −1,460−1.4% | Reduced |
| NewSquare Capital LLC | 103,177 | $7.99M | 0.76% | +1,850+1.8% | Added |
| Standard Life Aberdeen plc | 100,473 | $7.90M | 0.02% | +41,728+71.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,912 | $7.70M | 0.03% | +5,502+6.0% | Added |
| Raymond James & Associates | 97,693 | $7.69M | 0.01% | −5,222−5.1% | Reduced |
| Asset Management One Co.,Ltd. | 96,723 | $7.67M | 0.03% | −3,967−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 96,625 | $7.60M | 0.01% | −154,249−61.5% | Reduced |
| Nomura Asset Management Co Ltd | 96,525 | $7.59M | 0.03% | +2,762+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 92,562 | $7.28M | 0.03% | +262+0.3% | Added |
| Macquarie Group Ltd | 91,472 | $7.20M | 0.01% | +6,274+7.4% | Added |
| Nisa Investment Advisors, LLC | 86,828 | $6.83M | 0.05% | +2,817+3.4% | Added |
| Bank of Nova Scotia | 85,695 | $6.74M | 0.01% | +63,132+279.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 81,924 | $6.44M | 0.01% | +9,429+13.0% | Added |
| AMF Pensionsforsakring AB | 80,700 | $6.35M | 0.05% | +80,700 | New |
| ExodusPoint Capital Management, LP | 80,565 | $6.34M | 0.08% | −48,552−37.6% | Reduced |
| Rafferty Asset Management, LLC | 77,746 | $6.12M | 0.03% | +3,125+4.2% | Added |
| KBC Group NV | 77,140 | $6.07M | 0.02% | −3,946−4.9% | Reduced |
| Andra AP-fonden | 76,000 | $5.98M | 0.32% | +7,500+10.9% | Added |
| Voya Investment Management LLC | 75,987 | $5.98M | 0.01% | −4,767−5.9% | Reduced |
| Teacher Retirement System of Texas | 75,519 | $5.94M | 0.04% | −70,190−48.2% | Reduced |
| Allianz Asset Management GmbH | 74,120 | $5.83M | 0.01% | −42,386−36.4% | Reduced |
| National Bank of Canada | 72,492 | $5.73M | 0.01% | +4,035+5.9% | Added |
| DekaBank Deutsche Girozentrale | 72,550 | $5.69M | 0.01% | −3,039−4.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 71,915 | $5.66M | 0.43% | −81−0.1% | Reduced |
| American Century Companies Inc | 71,196 | $5.60M | 0.00% | +2,613+3.8% | Added |
| DnB Asset Management AS | 71,075 | $5.59M | 0.03% | +139+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,114 | $5.28M | 0.01% | −11,682−14.8% | Reduced |
| USS Investment Management Ltd | 67,022 | $5.27M | 0.05% | +1,887+2.9% | Added |
| Arizona State Retirement System | 66,433 | $5.23M | 0.04% | +199+0.3% | Added |
| Ci Investments Inc. | 66,036 | $5.20M | 0.03% | −2,533−3.7% | Reduced |
| Natixis Advisors, L.P. | 66,028 | $5.19M | 0.01% | −1,889−2.8% | Reduced |
| Acadian Asset Management LLC | 64,005 | $5.03M | 0.02% | +64,005 | New |
| Dean Investment Associates, LLC | 63,282 | $4.98M | 0.71% | −1,645−2.5% | Reduced |
| Envestnet Asset Management Inc | 63,259 | $4.98M | 0.00% | −136,860−68.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 63,100 | $4.96M | 0.01% | −8,000−11.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 61,568 | $4.84M | 0.01% | +36,058+141.3% | Added |
| Comerica Bank | 60,871 | $4.79M | 0.02% | −3,886−6.0% | Reduced |
| Hoylecohen, LLC | 60,230 | $4.74M | 0.39% | +141+0.2% | Added |
| State of Michigan Retirement System | 60,080 | $4.73M | 0.03% | −5,000−7.7% | Reduced |
| Achmea Investment Management B.V. | 59,216 | $4.66M | 0.10% | −112,747−65.6% | Reduced |
| American International Group, Inc. | 57,701 | $4.54M | 0.02% | −2,280−3.8% | Reduced |
| Amalgamated Bank | 57,617 | $4.53M | 0.04% | −8,726−13.2% | Reduced |
| Beacon Financial Group | 56,952 | $4.48M | 0.55% | −2,731−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 56,900 | $4.48M | 0.01% | −28,624−33.5% | Reduced |
| Unison Advisors LLC | 56,636 | $4.46M | 0.47% | +521+0.9% | Added |
| Natixis | 55,147 | $4.34M | 0.03% | −54,910−49.9% | Reduced |
| Swiss Life Asset Management Ltd | 54,120 | $4.26M | 0.05% | −11,883−18.0% | Reduced |
| HRT Financial LP | 53,962 | $4.25M | 0.03% | −30,379−36.0% | Reduced |
| MetLife Investment Management | 53,679 | $4.22M | 0.03% | −1,705−3.1% | Reduced |
| Teza Capital Management LLC | 53,007 | $4.17M | 0.70% | +44,297+508.6% | Added |
| IFM Investors Pty Ltd | 52,178 | $4.11M | 0.05% | −2,204−4.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,622 | $4.06M | 0.01% | −11,179−17.8% | Reduced |
| CIBC World Markets Corp | 51,492 | $4.05M | 0.02% | +15,777+44.2% | Added |
| Mercer Global Advisors Inc | 51,472 | $4.05M | 0.01% | −186,459−78.4% | Reduced |
| State of Alaska, Department of Revenue | 51,064 | $4.02M | 0.05% | −10,085−16.5% | Reduced |
| Handelsbanken Fonder AB | 51,027 | $4.01M | 0.02% | −54,279−51.5% | Reduced |
| Point72 Middle East FZE | 49,172 | $3.87M | 0.27% | +49,172 | New |
| Retirement Systems of Alabama | 48,341 | $3.80M | 0.02% | −1,940−3.9% | Reduced |
| Creative Planning | 48,334 | $3.80M | 0.01% | +2,277+4.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,032 | $3.78M | 0.03% | +3,319+7.4% | Added |
| Advisors Asset Management, Inc. | 47,655 | $3.75M | 0.08% | −10,513−18.1% | Reduced |
| Captrust Financial Advisors | 47,636 | $3.75M | 0.01% | −1,486−3.0% | Reduced |
| PGGM Investments | 47,165 | $3.71M | 0.06% | −762−1.6% | Reduced |
| Wealthfront Advisers LLC | 47,048 | $3.70M | 0.01% | −5,024−9.6% | Reduced |
| Ethic Inc. | 46,614 | $3.67M | 0.11% | +2,757+6.3% | Added |
| Caisse de Depot Et Placement du Quebec | 45,857 | $3.61M | 0.01% | +44,400+3,047.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 45,635 | $3.59M | 0.02% | +586+1.3% | Added |
| Baird Financial Group, Inc. | 45,543 | $3.58M | 0.01% | −24,820−35.3% | Reduced |
| ProShare Advisors LLC | 45,280 | $3.56M | 0.01% | −3,687−7.5% | Reduced |
| Neuberger Berman Group LLC | 45,271 | $3.56M | 0.00% | +21,526+90.7% | Added |
| Trexquant Investment LP | 45,145 | $3.55M | 0.08% | +45,145 | New |
| Texas Permanent School Fund | 44,272 | $3.48M | 0.03% | −2,729−5.8% | Reduced |
| Utah Retirement Systems | 41,813 | $3.29M | 0.04% | +200+0.5% | Added |
| Iowa State Bank | 40,506 | $3.19M | 0.76% | −109−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,921 | $3.14M | 0.01% | +3,478+9.5% | Added |
| Czech National Bank | 38,416 | $3.02M | 0.04% | −452−1.2% | Reduced |
| Tredje AP-fonden | 38,269 | $3.01M | 0.04% | −778−2.0% | Reduced |
| CIBC Asset Management Inc | 37,442 | $2.95M | 0.01% | −2,243−5.7% | Reduced |
| Xponance, Inc. | 36,960 | $2.91M | 0.03% | +5,324+16.8% | Added |
| Bridgeway Capital Management, LLC | 36,800 | $2.90M | 0.06% | −1,700−4.4% | Reduced |
| Vident Advisory, LLC | 36,644 | $2.88M | 0.07% | +563+1.6% | Added |
| Foster & Motley Inc | 36,196 | $2.85M | 0.21% | −1,842−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 34,960 | $2.75M | 0.03% | +23,974+218.2% | Added |
| Public Sector Pension Investment Board | 34,895 | $2.75M | 0.02% | −19,162−35.4% | Reduced |
| New York Life Investment Management LLC | 34,700 | $2.73M | 0.03% | −178−0.5% | Reduced |
| Intech Investment Management LLC | 34,227 | $2.69M | 0.04% | −86,868−71.7% | Reduced |
| Avantax Planning Partners, Inc. | 34,081 | $2.68M | 0.10% | −795−2.3% | Reduced |
| Freestone Capital Holdings, LLC | 33,833 | $2.66M | 0.12% | −230−0.7% | Reduced |
| Franklin Resources Inc | 33,763 | $2.66M | 0.00% | −5,755−14.6% | Reduced |
| AQR Capital Management LLC | 33,460 | $2.63M | 0.00% | −51,285−60.5% | Reduced |