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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 17,989 | $1.55M | 0.01% | −3,403−15.9% | Reduced |
| Federated Hermes, Inc. | 18,060 | $1.56M | 0.00% | +2,595+16.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,062 | $1.56M | 0.02% | +4,979+38.1% | Added |
| Qsemble Capital Management, LP | 18,219 | $1.57M | 0.34% | +5,411+42.2% | Added |
| Teachers Retirement System of the State of Kentucky | 18,239 | $1.57M | 0.01% | −1,119−5.8% | Reduced |
| Janney Montgomery Scott LLC | 18,327 | $1.58M | 0.00% | −444−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 18,773 | $1.62M | 0.03% | +1,641+9.6% | Added |
| Candriam Luxembourg S.C.A. | 18,803 | $1.62M | 0.01% | +3,094+19.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 18,887 | $1.63M | 0.42% | +16,216+607.1% | Added |
| Columbus Macro, LLC | 18,914 | $1.63M | 0.62% | −1,180−5.9% | Reduced |
| Cresset Asset Management, LLC | 19,190 | $1.66M | 0.01% | +475+2.5% | Added |
| Seven Eight Capital, LP | 19,287 | $1.66M | 0.17% | +19,287 | New |
| Bessemer Group Inc | 19,423 | $1.68M | 0.00% | +16,038+473.8% | Added |
| Degroof Petercam Asset Management | 20,000 | $1.73M | 0.02% | −2,500−11.1% | Reduced |
| Gulf International Bank (UK) Ltd | 20,058 | $1.73M | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 20,479 | $1.77M | 0.05% | +17,349+554.3% | Added |
| Andra AP-fonden | 20,700 | $1.79M | 0.03% | −55,300−72.8% | Reduced |
| Commerce Bank | 21,205 | $1.83M | 0.01% | −6,898−24.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 21,240 | $1.83M | 1.68% | −172−0.8% | Reduced |
| Centric Wealth Management | 23,165 | $1.83M | 0.58% | +2,716+13.3% | Added |
| PEAK6 Investments LLC | 21,380 | $1.85M | 0.09% | +21,380 | New |
| JustInvest LLC | 21,641 | $1.87M | 0.04% | −4,929−18.6% | Reduced |
| Stifel Financial Corp | 21,669 | $1.87M | 0.00% | −10,412−32.5% | Reduced |
| Elo Mutual Pension Insurance Co | 21,784 | $1.88M | 0.04% | +681+3.2% | Added |
| Centiva Capital, LP | 22,017 | $1.90M | 0.11% | +9,132+70.9% | Added |
| Mercer Global Advisors Inc | 22,240 | $1.92M | 0.01% | −29,232−56.8% | Reduced |
| MAI Capital Management | 22,464 | $1.94M | 0.02% | +15,788+236.5% | Added |
| Diversified Trust Co | 22,505 | $1.94M | 0.06% | +7,626+51.3% | Added |
| Brevan Howard Capital Management LP | 22,649 | $1.95M | 0.18% | +19,775+688.1% | Added |
| Jump Financial, LLC | 22,923 | $1.98M | 0.05% | +3,763+19.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,047 | $1.99M | 0.02% | +300+1.3% | Added |
| STRS Ohio | 23,739 | $2.05M | 0.01% | +4,916+26.1% | Added |
| US Bancorp | 24,157 | $2.08M | 0.00% | −283−1.2% | Reduced |
| Wedge Capital Management L L P | 24,168 | $2.09M | 0.03% | +4,187+21.0% | Added |
| SEI Investments Co | 24,275 | $2.10M | 0.00% | +9,048+59.4% | Added |
| QRG Capital Management, Inc. | 24,356 | $2.10M | 0.03% | −80,525−76.8% | Reduced |
| Hohimer Wealth Management, LLC | 24,724 | $2.13M | 0.50% | −284−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 24,892 | $2.15M | 0.17% | −129−0.5% | Reduced |
| Lighthouse Investment Partners, LLC | 25,122 | $2.17M | 0.13% | +25,122 | New |
| Public Employees Retirement Association of Colorado | 25,308 | $2.18M | 0.01% | −1,901−7.0% | Reduced |
| Daiwa Securities Group Inc. | 25,414 | $2.19M | 0.01% | +4,442+21.2% | Added |
| Financial Advisory Service, Inc. | 26,351 | $2.27M | 0.20% | +1,076+4.3% | Added |
| Argent Trust Co | 26,695 | $2.30M | 0.10% | +1,403+5.5% | Added |
| Mariner, LLC | 26,789 | $2.31M | 0.00% | +2,823+11.8% | Added |
| Toroso Investments, LLC | 26,847 | $2.32M | 0.04% | +9,432+54.2% | Added |
| Nissay Asset Management Corp | 27,004 | $2.33M | 0.02% | +155+0.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,402 | $2.37M | 0.03% | +6,889+33.6% | Added |
| Cerity Partners LLC | 27,806 | $2.40M | 0.01% | +7,105+34.3% | Added |
| Private Advisor Group, LLC | 27,971 | $2.41M | 0.02% | −995−3.4% | Reduced |
| British Columbia Investment Management Corp | 28,465 | $2.46M | 0.02% | +639+2.3% | Added |
| Mutual of America Capital Management LLC | 28,758 | $2.48M | 0.03% | −613−2.1% | Reduced |
| Conning Inc. | 29,262 | $2.53M | 0.08% | −200−0.7% | Reduced |
| Pathstone Holdings, LLC | 29,915 | $2.58M | 0.01% | +1,647+5.8% | Added |
| Janus Henderson Group PLC | 30,493 | $2.63M | 0.00% | −1,096−3.5% | Reduced |
| Captrust Financial Advisors | 30,585 | $2.64M | 0.01% | −17,051−35.8% | Reduced |
| Ossiam | 31,288 | $2.70M | 0.05% | +17,504+127.0% | Added |
| Yousif Capital Management, LLC | 31,290 | $2.70M | 0.03% | −791−2.5% | Reduced |
| Mirabella Financial Services LLP | 31,300 | $2.70M | 0.20% | +31,300 | New |
| CI Private Wealth, LLC | 31,669 | $2.73M | 0.00% | +57+0.2% | Added |
| Mackenzie Financial Corp | 32,131 | $2.77M | 0.00% | +4,553+16.5% | Added |
| Cubist Systematic Strategies, LLC | 32,230 | $2.78M | 0.03% | −144,689−81.8% | Reduced |
| Dakota Wealth Management | 32,276 | $2.79M | 0.07% | +50.0% | Added |
| FORA Capital, LLC | 32,570 | $2.81M | 0.23% | +917+2.9% | Added |
| Alaska Permanent Fund Corp | 32,936 | $2.84M | 0.04% | +196+0.6% | Added |
| New York Life Investment Management LLC | 33,534 | $2.89M | 0.03% | −1,166−3.4% | Reduced |
| DnB Asset Management AS | 33,856 | $2.92M | 0.02% | −37,219−52.4% | Reduced |
| Freestone Capital Holdings, LLC | 34,315 | $2.96M | 0.11% | +482+1.4% | Added |
| Foster & Motley Inc | 34,507 | $2.98M | 0.21% | −1,689−4.7% | Reduced |
| Point72 (DIFC) Ltd | 34,508 | $2.98M | 0.23% | +34,508 | New |
| Avantax Planning Partners, Inc. | 34,584 | $2.98M | 0.10% | +503+1.5% | Added |
| Public Sector Pension Investment Board | 34,650 | $2.99M | 0.02% | −245−0.7% | Reduced |
| Trexquant Investment LP | 35,126 | $3.03M | 0.06% | −10,019−22.2% | Reduced |
| Lecap Asset Management Ltd | 35,490 | $3.06M | 0.64% | +20,158+131.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 35,619 | $3.07M | 0.23% | +32,455+1,025.8% | Added |
| Bridgeway Capital Management, LLC | 36,800 | $3.18M | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 38,144 | $3.29M | 0.01% | +702+1.9% | Added |
| Tredje AP-fonden | 38,269 | $3.30M | 0.03% | 00.0% | Unchanged |
| Czech National Bank | 38,592 | $3.33M | 0.04% | +176+0.5% | Added |
| Neuberger Berman Group LLC | 38,927 | $3.36M | 0.00% | −6,344−14.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,992 | $3.37M | 0.01% | −929−2.3% | Reduced |
| Xponance, Inc. | 40,166 | $3.47M | 0.04% | +3,206+8.7% | Added |
| Utah Retirement Systems | 41,113 | $3.55M | 0.04% | −700−1.7% | Reduced |
| Quantinno Capital Management LP | 41,918 | $3.62M | 0.08% | +19,048+83.3% | Added |
| Natixis | 42,325 | $3.65M | 0.02% | −12,822−23.3% | Reduced |
| ProShare Advisors LLC | 42,475 | $3.67M | 0.01% | −2,805−6.2% | Reduced |
| Advisors Asset Management, Inc. | 42,599 | $3.68M | 0.07% | −5,056−10.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 43,056 | $3.72M | 0.32% | +13,437+45.4% | Added |
| State of Alaska, Department of Revenue | 44,429 | $3.83M | 0.04% | −6,635−13.0% | Reduced |
| Baird Financial Group, Inc. | 44,696 | $3.86M | 0.01% | −847−1.9% | Reduced |
| Texas Permanent School Fund | 45,343 | $3.91M | 0.03% | +1,071+2.4% | Added |
| Handelsbanken Fonder AB | 45,694 | $3.94M | 0.02% | −5,333−10.5% | Reduced |
| Wealthfront Advisers LLC | 45,981 | $3.97M | 0.01% | −1,067−2.3% | Reduced |
| Ethic Inc. | 47,306 | $4.08M | 0.10% | +692+1.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,004 | $4.14M | 0.01% | −3,618−7.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,151 | $4.16M | 0.03% | +119+0.2% | Added |
| PGGM Investments | 48,179 | $4.16M | 0.06% | +1,014+2.1% | Added |
| Creative Planning | 48,233 | $4.16M | 0.00% | −101−0.2% | Reduced |
| Retirement Systems of Alabama | 48,411 | $4.18M | 0.02% | +70+0.1% | Added |
| Achmea Investment Management B.V. | 49,543 | $4.28M | 0.08% | −9,673−16.3% | Reduced |
| Jane Street Group, LLC | 50,239 | $4.34M | 0.01% | −77,482−60.7% | Reduced |