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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 32,740 | $2.58M | 0.04% | +40+0.1% | Added |
| Dakota Wealth Management | 32,271 | $2.54M | 0.10% | −263−0.8% | Reduced |
| Stifel Financial Corp | 32,081 | $2.52M | 0.00% | +11,983+59.6% | Added |
| Yousif Capital Management, LLC | 32,081 | $2.52M | 0.03% | −880−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 31,909 | $2.51M | 0.11% | +24,830+350.8% | Added |
| FORA Capital, LLC | 31,653 | $2.49M | 0.21% | +31,653 | New |
| CI Private Wealth, LLC | 31,612 | $2.49M | 0.00% | +1,536+5.1% | Added |
| Janus Henderson Group PLC | 31,589 | $2.49M | 0.00% | −209−0.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 29,619 | $2.33M | 0.21% | −5,502−15.7% | Reduced |
| Conning Inc. | 29,462 | $2.32M | 0.08% | +1,300+4.6% | Added |
| Mutual of America Capital Management LLC | 29,371 | $2.31M | 0.03% | −1,764−5.7% | Reduced |
| Aquatic Capital Management LLC | 29,300 | $2.31M | 0.06% | +17,600+150.4% | Added |
| Private Advisor Group, LLC | 28,966 | $2.28M | 0.02% | −4,984−14.7% | Reduced |
| Hennessy Advisors Inc | 28,900 | $2.27M | 0.11% | +28,900 | New |
| Pathstone Holdings, LLC | 28,268 | $2.22M | 0.01% | +28,268 | New |
| Commerce Bank | 28,103 | $2.21M | 0.02% | −60,093−68.1% | Reduced |
| British Columbia Investment Management Corp | 27,826 | $2.19M | 0.02% | +5,865+26.7% | Added |
| Mackenzie Financial Corp | 27,578 | $2.17M | 0.00% | −4,240−13.3% | Reduced |
| Public Employees Retirement Association of Colorado | 27,209 | $2.14M | 0.01% | −1,583−5.5% | Reduced |
| Nissay Asset Management Corp | 26,849 | $2.11M | 0.02% | +280+1.1% | Added |
| Cipher Capital LP | 26,689 | $2.10M | 0.68% | +13,782+106.8% | Added |
| JustInvest LLC | 26,570 | $2.09M | 0.05% | +1,805+7.3% | Added |
| Cetera Investment Advisers | 25,752 | $2.03M | 0.02% | −7,336−22.2% | Reduced |
| Point72 Hong Kong Ltd | 25,665 | $2.02M | 0.12% | +25,665 | New |
| Argent Trust Co | 25,292 | $1.99M | 0.10% | +6,546+34.9% | Added |
| Financial Advisory Service, Inc. | 25,275 | $1.99M | 0.19% | +3,351+15.3% | Added |
| Siemens Fonds Invest GmbH | 25,021 | $1.97M | 0.16% | −3,857−13.4% | Reduced |
| Hohimer Wealth Management, LLC | 25,008 | $1.97M | 0.50% | 00.0% | Unchanged |
| US Bancorp | 24,440 | $1.92M | 0.00% | −5,100−17.3% | Reduced |
| Numerai GP LLC | 24,255 | $1.91M | 0.68% | +24,255 | New |
| Mariner, LLC | 23,966 | $1.89M | 0.00% | −932−3.7% | Reduced |
| Point72 Europe (London) LLP | 23,913 | $1.88M | 0.24% | +23,913 | New |
| Quantinno Capital Management LP | 22,870 | $1.80M | 0.06% | −2,330−9.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,747 | $1.79M | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 22,705 | $1.79M | 0.38% | +22,705 | New |
| Degroof Petercam Asset Management | 22,500 | $1.77M | 0.02% | +22,500 | New |
| Arjuna Capital | 22,142 | $1.74M | 0.55% | +1,000+4.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 21,412 | $1.68M | 1.65% | −5,604−20.7% | Reduced |
| Guggenheim Capital LLC | 21,392 | $1.68M | 0.01% | +2,424+12.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,193 | $1.67M | 0.06% | +105+0.5% | Added |
| Elo Mutual Pension Insurance Co | 21,103 | $1.66M | 0.04% | +746+3.7% | Added |
| Daiwa Securities Group Inc. | 20,972 | $1.65M | 0.01% | +1,026+5.1% | Added |
| Schonfeld Strategic Advisors LLC | 20,940 | $1.65M | 0.01% | −24,706−54.1% | Reduced |
| Cerity Partners LLC | 20,701 | $1.63M | 0.01% | +2,602+14.4% | Added |
| HighTower Advisors, LLC | 20,653 | $1.63M | 0.00% | +583+2.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,513 | $1.61M | 0.02% | +6,336+44.7% | Added |
| Centric Wealth Management | 20,449 | $1.59M | 0.52% | +2,080+11.3% | Added |
| Columbus Macro, LLC | 20,094 | $1.58M | 0.62% | −582−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 20,058 | $1.58M | 0.04% | −2,490−11.0% | Reduced |
| Wedge Capital Management L L P | 19,981 | $1.57M | 0.03% | +3,467+21.0% | Added |
| La Banque Postale Asset Management SA | 19,384 | $1.52M | 0.03% | −23,371−54.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,358 | $1.52M | 0.01% | −1,250−6.1% | Reduced |
| Occudo Quantitative Strategies LP | 19,218 | $1.51M | 0.21% | +12,526+187.2% | Added |
| Jump Financial, LLC | 19,160 | $1.51M | 0.05% | +19,160 | New |
| B.O.S.S. Retirement Advisors, LLC | 19,054 | $1.50M | 0.29% | −3,025−13.7% | Reduced |
| STRS Ohio | 18,823 | $1.48M | 0.01% | −1,125−5.6% | Reduced |
| Ontario Teachers Pension Plan Board | 18,800 | $1.48M | 0.01% | +1,174+6.7% | Added |
| Janney Montgomery Scott LLC | 18,771 | $1.48M | 0.00% | +579+3.2% | Added |
| Cresset Asset Management, LLC | 18,715 | $1.47M | 0.01% | +2,166+13.1% | Added |
| Maryland State Retirement & Pension System | 18,456 | $1.45M | 0.03% | 00.0% | Unchanged |
| Schroder Investment Management Group | 18,355 | $1.44M | 0.00% | −14,564−44.2% | Reduced |
| Eisler Capital (UK) Ltd. | 17,948 | $1.41M | 0.13% | +17,948 | New |
| Montag A & Associates Inc | 17,596 | $1.38M | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 17,549 | $1.38M | 0.04% | −266−1.5% | Reduced |
| Cetera Advisor Networks LLC | 17,542 | $1.38M | 0.01% | −10,022−36.4% | Reduced |
| SG Americas Securities, LLC | 17,502 | $1.38M | 0.02% | +10,859+163.5% | Added |
| Toroso Investments, LLC | 17,415 | $1.37M | 0.03% | −2,339−11.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,132 | $1.35M | 0.02% | −12,816−42.8% | Reduced |
| GoalVest Advisory LLC | 17,071 | $1.34M | 0.59% | +1,156+7.3% | Added |
| Greenwood Capital Associates LLC | 17,068 | $1.34M | 0.17% | +116+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 16,932 | $1.33M | 0.00% | −2,133−11.2% | Reduced |
| Crossmark Global Holdings, Inc. | 16,546 | $1.30M | 0.03% | +557+3.5% | Added |
| Nordea Investment Management AB | 16,440 | $1.30M | 0.00% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 15,932 | $1.25M | 0.09% | +15,932 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,835 | $1.25M | 0.01% | +15,835 | New |
| Candriam Luxembourg S.C.A. | 15,709 | $1.24M | 0.01% | +10.0% | Added |
| Federated Hermes, Inc. | 15,465 | $1.22M | 0.00% | −4,991−24.4% | Reduced |
| MML Investors Services, LLC | 15,372 | $1.21M | 0.01% | −4,411−22.3% | Reduced |
| Lecap Asset Management Ltd | 15,332 | $1.21M | 0.44% | +15,332 | New |
| SEI Investments Co | 15,227 | $1.20M | 0.00% | −6,618−30.3% | Reduced |
| Park Avenue Securities LLC | 15,013 | $1.18M | 0.02% | −16,175−51.9% | Reduced |
| Hartford Investment Management Co | 14,912 | $1.17M | 0.04% | −331−2.2% | Reduced |
| Diversified Trust Co | 14,879 | $1.17M | 0.04% | +14,879 | New |
| Pacer Advisors, Inc. | 14,849 | $1.17M | 0.00% | +510+3.6% | Added |
| D.A. Davidson & Co. | 14,794 | $1.16M | 0.01% | −861−5.5% | Reduced |
| Ostrum Asset Management | 14,763 | $1.16M | 0.10% | +41+0.3% | Added |
| Prudential PLC | 14,687 | $1.16M | 0.01% | −32−0.2% | Reduced |
| M&T Bank Corp | 14,519 | $1.14M | 0.00% | −376−2.5% | Reduced |
| Glaxis Capital Management, LLC | 14,500 | $1.14M | 4.07% | +373+2.6% | Added |
| Resources Investment Advisors, LLC. | 14,219 | $1.12M | 0.02% | +607+4.5% | Added |
| Kestra Private Wealth Services, LLC | 14,027 | $1.10M | 0.03% | −203−1.4% | Reduced |
| Securian Asset Management, Inc | 13,891 | $1.09M | 0.03% | −2,066−12.9% | Reduced |
| Truist Financial Corp | 13,811 | $1.09M | 0.00% | −3,792−21.5% | Reduced |
| Everence Capital Management Inc | 13,800 | $1.09M | 0.08% | +4,720+52.0% | Added |
| Ossiam | 13,784 | $1.08M | 0.02% | −3,169−18.7% | Reduced |
| Ascent Group, LLC | 13,307 | $1.05M | 0.10% | −1,281−8.8% | Reduced |
| Louisiana State Employees Retirement System | 13,300 | $1.05M | 0.02% | −500−3.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,083 | $1.03M | 0.01% | −861−6.2% | Reduced |
| Verition Fund Management LLC | 13,055 | $1.03M | 0.01% | +3,863+42.0% | Added |
| Savant Capital, LLC | 12,964 | $1.02M | 0.01% | +346+2.7% | Added |