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, Q1 2024
Institutional positions in Principal Financial Group Inc as of Mar 31, 2024. 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
- 765
- +18 vs. Q4 2023
- Shares held
- 167.1M
- −2.07M (−1.2%) vs. Q4 2023
- Total value
- $14.4B
- +$1.18B (+8.9%) vs. Q4 2023
- New holders
- 82
- 252 more added
- Sold out
- 64
- 271 more reduced
10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,037,528 | $2.42B | 0.05% | −568,351−2.0% | Reduced |
| BlackRock Inc. | 19,431,905 | $1.68B | 0.04% | +546,863+2.9% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.57B | 65.06% | 00.0% | Unchanged |
| Bank of America Corp | 10,968,264 | $946.7M | 0.09% | +386,520+3.7% | Added |
| State Street Corp | 9,657,113 | $833.5M | 0.04% | −64,969−0.7% | Reduced |
| Capital Research Global Investors | 6,602,298 | $569.8M | 0.13% | +152,774+2.4% | Added |
| Geode Capital Management, LLC | 5,403,367 | $465.2M | 0.04% | +220,538+4.3% | Added |
| Wellington Management Group LLP | 4,483,241 | $386.9M | 0.07% | +114,231+2.6% | Added |
| Dimensional Fund Advisors LP | 3,865,270 | $333.6M | 0.09% | −10,192−0.3% | Reduced |
| Northern Trust Corp | 3,580,606 | $309.0M | 0.05% | −127,123−3.4% | Reduced |
| Norges Bank | 2,980,423 | $257.2M | 0.04% | −248,121−7.7% | Reduced |
| Morgan Stanley | 2,704,741 | $233.4M | 0.02% | −709,985−20.8% | Reduced |
| Invesco Ltd. | 2,682,232 | $231.5M | 0.05% | +541,187+25.3% | Added |
| JPMorgan Chase & Co | 2,257,328 | $194.8M | 0.02% | +1,852,667+457.8% | Added |
| Bank of New York Mellon Corp | 1,849,622 | $159.6M | 0.03% | −43,257−2.3% | Reduced |
| Legal & General Group Plc | 1,838,645 | $158.7M | 0.05% | −50,827−2.7% | Reduced |
| HSBC Holdings PLC | 1,460,077 | $126.0M | 0.09% | +99,739+7.3% | Added |
| Goldman Sachs Group Inc | 1,385,981 | $119.6M | 0.03% | −771,731−35.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,364,034 | $117.7M | 0.03% | +52,811+4.0% | Added |
| Amundi | 1,406,907 | $111.1M | 0.05% | +500,836+55.3% | Added |
| Mairs & Power Inc | 1,228,314 | $106.0M | 1.03% | +36,623+3.1% | Added |
| UBS Asset Management Americas Inc | 1,195,809 | $103.2M | 0.04% | +66,337+5.9% | Added |
| Royal Bank of Canada | 1,131,571 | $97.7M | 0.02% | −52,708−4.5% | Reduced |
| UBS Group AG | 941,946 | $81.3M | 0.03% | +577,294+158.3% | Added |
| Barclays PLC | 835,866 | $72.1M | 0.03% | −222,965−21.1% | Reduced |
| Millennium Management LLC | 771,733 | $66.6M | 0.06% | +156,023+25.3% | Added |
| Swiss National Bank | 714,000 | $61.6M | 0.04% | −42,400−5.6% | Reduced |
| Deutsche Bank AG | 706,560 | $61.0M | 0.03% | +41,026+6.2% | Added |
| Voloridge Investment Management, LLC | 694,874 | $60.0M | 0.22% | +395,139+131.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 692,694 | $59.8M | 0.04% | +43,190+6.6% | Added |
| Man Group plc | 679,081 | $58.6M | 0.16% | +299,474+78.9% | Added |
| Citadel Advisors LLC | 666,840 | $57.6M | 0.06% | −389,981−36.9% | Reduced |
| Nuveen Asset Management, LLC | 611,965 | $52.8M | 0.02% | +59,729+10.8% | Added |
| FMR LLC | 522,290 | $45.1M | 0.00% | +28,609+5.8% | Added |
| Marshall Wace, LLP | 509,808 | $44.0M | 0.07% | −215,208−29.7% | Reduced |
| Rhumbline Advisers | 475,642 | $41.1M | 0.04% | −14,886−3.0% | Reduced |
| Point72 Asset Management, L.P. | 472,582 | $40.8M | 0.12% | +276,398+140.9% | Added |
| Victory Capital Management Inc | 439,937 | $38.0M | 0.04% | +113,749+34.9% | Added |
| California Public Employees Retirement System | 432,684 | $37.3M | 0.03% | −20,155−4.5% | Reduced |
| Credit Suisse AG | 429,065 | $37.0M | 0.04% | +27,419+6.8% | Added |
| National Pension Service | 406,098 | $35.1M | 0.04% | +7,952+2.0% | Added |
| North Star Asset Management Inc | 398,732 | $34.4M | 1.63% | +1,994+0.5% | Added |
| California State Teachers Retirement System | 389,991 | $33.7M | 0.04% | −140.0% | Reduced |
| Trust Point Inc. | 384,871 | $33.2M | 2.61% | −1570.0% | Reduced |
| Fort Washington Investment Advisors Inc | 374,202 | $32.3M | 0.21% | −14,762−3.8% | Reduced |
| AustralianSuper Pty Ltd | 375,266 | $32.3M | 0.19% | +98,109+35.4% | Added |
| Tudor Investment Corp Et Al | 362,732 | $31.3M | 0.38% | +89,440+32.7% | Added |
| D. E. Shaw & Co., Inc. | 361,185 | $31.2M | 0.04% | +248,247+219.8% | Added |
| HRT Financial LP | 357,107 | $30.8M | 0.19% | +303,145+561.8% | Added |
| BNP Paribas Arbitrage, SA | 337,877 | $29.2M | 0.04% | +210,476+165.2% | Added |
| AMF Pensionsforsakring AB | 308,308 | $26.6M | 0.20% | +227,608+282.0% | Added |
| Price T Rowe Associates Inc | 301,321 | $26.0M | 0.00% | −3,129−1.0% | Reduced |
| Alliancebernstein L.P. | 276,823 | $23.9M | 0.01% | −27,674−9.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 274,538 | $23.7M | 0.03% | +42,521+18.3% | Added |
| State Board of Administration of Florida Retirement System | 296,889 | $22.1M | 0.05% | +18,368+6.6% | Added |
| Great West Life Assurance Co | 253,969 | $21.9M | 0.04% | −45,367−15.2% | Reduced |
| Verition Fund Management LLC | 241,570 | $20.8M | 0.20% | +228,515+1,750.4% | Added |
| Bank of Montreal | 237,162 | $20.5M | 0.01% | +14,414+6.5% | Added |
| Intech Investment Management LLC | 234,815 | $20.3M | 0.29% | +200,588+586.1% | Added |
| Principal Financial Group Inc | 232,379 | $20.1M | 0.01% | −1,076−0.5% | Reduced |
| Storebrand Asset Management AS | 231,080 | $19.9M | 0.07% | −42,816−15.6% | Reduced |
| Canada Pension Plan Investment Board | 230,801 | $19.9M | 0.02% | +45,600+24.6% | Added |
| New York State Teachers Retirement System | 227,642 | $19.6M | 0.04% | −17,614−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 212,782 | $18.4M | 0.20% | −6,199−2.8% | Reduced |
| GW Henssler & Associates Ltd | 201,606 | $17.4M | 1.02% | +3,906+2.0% | Added |
| The PNC Financial Services Group, Inc. | 201,355 | $17.4M | 0.01% | −9,259−4.4% | Reduced |
| Toronto Dominion Bank | 194,393 | $16.8M | 0.03% | +4,678+2.5% | Added |
| Wells Fargo & Company | 189,492 | $16.4M | 0.00% | −4,388−2.3% | Reduced |
| Sound Income Strategies, LLC | 181,776 | $15.7M | 1.17% | +14,339+8.6% | Added |
| Qube Research & Technologies Ltd | 181,022 | $15.6M | 0.03% | −537,474−74.8% | Reduced |
| Assenagon Asset Management S.A. | 178,695 | $15.4M | 0.04% | −71,907−28.7% | Reduced |
| Ameriprise Financial Inc | 177,037 | $15.3M | 0.00% | −23,101−11.5% | Reduced |
| Swiss Life Asset Management Ltd | 168,170 | $14.5M | 0.20% | +114,050+210.7% | Added |
| State of Wisconsin Investment Board | 167,801 | $14.5M | 0.04% | −21,081−11.2% | Reduced |
| New York State Common Retirement Fund | 163,888 | $14.1M | 0.02% | −21,710−11.7% | Reduced |
| First Trust Advisors LP | 162,567 | $14.0M | 0.01% | −2,621,011−94.2% | Reduced |
| Swedbank AB | 162,158 | $14.0M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 157,214 | $13.6M | 0.02% | −5,024−3.1% | Reduced |
| AE Wealth Management LLC | 151,062 | $13.0M | 0.15% | −35,271−18.9% | Reduced |
| Citigroup Inc | 147,398 | $12.7M | 0.01% | +26,981+22.4% | Added |
| State of Tennessee, Treasury Department | 146,905 | $12.7M | 0.05% | −40,278−21.5% | Reduced |
| ExodusPoint Capital Management, LP | 145,786 | $12.6M | 0.16% | +65,221+81.0% | Added |
| Cambria Investment Management, L.P. | 141,398 | $12.2M | 0.73% | +4,407+3.2% | Added |
| Renaissance Technologies LLC | 139,000 | $12.0M | 0.02% | −9,500−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 134,046 | $11.6M | 0.01% | −20,759−13.4% | Reduced |
| Brandywine Global Investment Management, LLC | 133,857 | $11.6M | 0.08% | −346−0.3% | Reduced |
| Russell Investments Group, Ltd. | 133,043 | $11.5M | 0.02% | −30,456−18.6% | Reduced |
| Public Employees Retirement System of Ohio | 129,916 | $11.2M | 0.04% | +14,165+12.2% | Added |
| Goelzer Investment Management, Inc. | 126,985 | $11.0M | 0.62% | −20.0% | Reduced |
| Pictet Asset Management Holding SA | 126,045 | $10.9M | 0.01% | −7,360−5.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 125,151 | $10.8M | 0.02% | −7,549−5.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,051 | $10.6M | 0.12% | +18,700+17.9% | Added |
| State of New Jersey Common Pension Fund D | 122,453 | $10.6M | 0.03% | −8,249−6.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 121,449 | $10.5M | 0.03% | −1,076−0.9% | Reduced |
| Korea Investment CORP | 116,735 | $10.1M | 0.03% | −525−0.4% | Reduced |
| National Bank of Canada | 119,009 | $9.99M | 0.02% | +46,517+64.2% | Added |
| Illinois Municipal Retirement Fund | 115,465 | $9.97M | 0.15% | −2,739−2.3% | Reduced |
| SG Americas Securities, LLC | 113,565 | $9.80M | 0.05% | +96,063+548.9% | Added |
| Royal London Asset Management Ltd | 112,064 | $9.67M | 0.02% | −58,472−34.3% | Reduced |
| Bank of Nova Scotia | 110,847 | $9.57M | 0.02% | +25,152+29.4% | Added |