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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 51,702 | $4.46M | 0.03% | −1,977−3.7% | Reduced |
| IFM Investors Pty Ltd | 52,178 | $4.50M | 0.05% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 52,407 | $4.52M | 0.01% | −21,713−29.3% | Reduced |
| Comerica Bank | 52,656 | $4.54M | 0.02% | −8,215−13.5% | Reduced |
| Cetera Investment Advisers | 53,579 | $4.62M | 0.01% | +27,827+108.1% | Added |
| CIBC World Markets Corp | 56,488 | $4.88M | 0.03% | +4,996+9.7% | Added |
| Unison Advisors LLC | 57,341 | $4.95M | 0.49% | +705+1.2% | Added |
| American International Group, Inc. | 57,510 | $4.96M | 0.02% | −191−0.3% | Reduced |
| Susquehanna International Group, LLP | 57,797 | $4.99M | 0.01% | −124,111−68.2% | Reduced |
| Forsta Ap-Fonden | 59,200 | $5.11M | 0.04% | −48,200−44.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 59,938 | $5.17M | 0.01% | −7,176−10.7% | Reduced |
| State of Michigan Retirement System | 60,080 | $5.19M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 60,577 | $5.23M | 0.01% | −36,048−37.3% | Reduced |
| Azimuth Capital Investment Management LLC | 60,810 | $5.25M | 0.22% | +60,810 | New |
| Hoylecohen, LLC | 60,994 | $5.26M | 0.40% | +764+1.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 61,022 | $5.27M | 0.01% | −44,000−41.9% | Reduced |
| USS Investment Management Ltd | 61,107 | $5.27M | 0.04% | −5,915−8.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 61,806 | $5.33M | 0.01% | +238+0.4% | Added |
| Dean Investment Associates, LLC | 62,373 | $5.38M | 0.74% | −909−1.4% | Reduced |
| La Banque Postale Asset Management SA | 62,767 | $5.42M | 0.22% | +43,383+223.8% | Added |
| Envestnet Asset Management Inc | 63,683 | $5.50M | 0.00% | +424+0.7% | Added |
| KBC Group NV | 64,857 | $5.60M | 0.02% | −12,283−15.9% | Reduced |
| Arizona State Retirement System | 65,575 | $5.66M | 0.04% | −858−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 66,029 | $5.70M | 0.01% | +9,129+16.0% | Added |
| Amalgamated Bank | 67,511 | $5.83M | 0.05% | +9,894+17.2% | Added |
| Natixis Advisors, L.P. | 67,710 | $5.84M | 0.01% | +1,682+2.5% | Added |
| Schroder Investment Management Group | 68,034 | $5.87M | 0.01% | +49,679+270.7% | Added |
| Acadian Asset Management LLC | 70,380 | $6.07M | 0.02% | +6,375+10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 70,809 | $6.11M | 0.42% | −1,106−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 81,999 | $6.13M | 0.01% | +75+0.1% | Added |
| Franklin Resources Inc | 72,983 | $6.30M | 0.00% | +39,220+116.2% | Added |
| Voya Investment Management LLC | 72,997 | $6.30M | 0.01% | −2,990−3.9% | Reduced |
| Interval Partners, LP | 73,190 | $6.32M | 0.24% | +73,190 | New |
| DekaBank Deutsche Girozentrale | 76,615 | $6.50M | 0.01% | +4,065+5.6% | Added |
| Arjuna Capital | 76,184 | $6.58M | 1.86% | +54,042+244.1% | Added |
| Rafferty Asset Management, LLC | 77,150 | $6.66M | 0.02% | −596−0.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 80,300 | $6.93M | 0.04% | +80,300 | New |
| Ci Investments Inc. | 85,636 | $7.39M | 0.03% | +19,600+29.7% | Added |
| Nisa Investment Advisors, LLC | 86,811 | $7.49M | 0.05% | −170.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 87,187 | $7.53M | 0.03% | −5,375−5.8% | Reduced |
| Raymond James & Associates | 87,841 | $7.58M | 0.01% | −9,852−10.1% | Reduced |
| Ensign Peak Advisors, Inc | 88,967 | $7.68M | 0.01% | −23,758−21.1% | Reduced |
| Teacher Retirement System of Texas | 91,851 | $7.93M | 0.05% | +16,332+21.6% | Added |
| Asset Management One Co.,Ltd. | 92,287 | $7.97M | 0.03% | −4,436−4.6% | Reduced |
| TD Asset Management Inc | 92,315 | $7.97M | 0.01% | −34,150−27.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 94,580 | $8.16M | 0.03% | −3,332−3.4% | Reduced |
| Holocene Advisors, LP | 94,584 | $8.16M | 0.03% | +94,584 | New |
| LPL Financial LLC | 95,463 | $8.24M | 0.00% | −23,521−19.8% | Reduced |
| Danske Bank A/S | 95,503 | $8.24M | 0.03% | +95,503 | New |
| Macquarie Group Ltd | 96,114 | $8.30M | 0.01% | +4,642+5.1% | Added |
| Mn Services Vermogensbeheer B.V. | 96,380 | $8.32M | 0.06% | −19,900−17.1% | Reduced |
| Bridgewater Associates, LP | 96,876 | $8.36M | 0.04% | +91,229+1,615.5% | Added |
| Nomura Asset Management Co Ltd | 96,937 | $8.37M | 0.03% | +412+0.4% | Added |
| Capital Management Corp | 98,756 | $8.52M | 1.62% | −4,598−4.4% | Reduced |
| Aviva PLC | 99,350 | $8.57M | 0.03% | +90,195+985.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 99,430 | $8.58M | 0.04% | +53,795+117.9% | Added |
| Standard Life Aberdeen plc | 99,854 | $8.62M | 0.02% | −619−0.6% | Reduced |
| AMG National Trust Bank | 100,578 | $8.68M | 0.25% | −12,374−11.0% | Reduced |
| American Century Companies Inc | 100,667 | $8.69M | 0.01% | +29,471+41.4% | Added |
| NewSquare Capital LLC | 102,545 | $8.71M | 0.77% | −632−0.6% | Reduced |
| Squarepoint Ops LLC | 102,234 | $8.82M | 0.04% | −194,382−65.5% | Reduced |
| Churchill Management Corp | 102,812 | $8.87M | 0.11% | −1,766−1.7% | Reduced |
| Worldquant Millennium Advisors LLC | 104,527 | $9.02M | 0.11% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 108,209 | $9.34M | 0.25% | −44,883−29.3% | Reduced |
| Treasurer of the State of North Carolina | 108,896 | $9.40M | 0.04% | −1,370−1.2% | Reduced |
| Bank of Nova Scotia | 110,847 | $9.57M | 0.02% | +25,152+29.4% | Added |
| Royal London Asset Management Ltd | 112,064 | $9.67M | 0.02% | −58,472−34.3% | Reduced |
| SG Americas Securities, LLC | 113,565 | $9.80M | 0.05% | +96,063+548.9% | Added |
| Illinois Municipal Retirement Fund | 115,465 | $9.97M | 0.15% | −2,739−2.3% | Reduced |
| National Bank of Canada | 119,009 | $9.99M | 0.02% | +46,517+64.2% | Added |
| Korea Investment CORP | 116,735 | $10.1M | 0.03% | −525−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 121,449 | $10.5M | 0.03% | −1,076−0.9% | Reduced |
| State of New Jersey Common Pension Fund D | 122,453 | $10.6M | 0.03% | −8,249−6.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,051 | $10.6M | 0.12% | +18,700+17.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 125,151 | $10.8M | 0.02% | −7,549−5.7% | Reduced |
| Pictet Asset Management Holding SA | 126,045 | $10.9M | 0.01% | −7,360−5.5% | Reduced |
| Goelzer Investment Management, Inc. | 126,985 | $11.0M | 0.62% | −20.0% | Reduced |
| Public Employees Retirement System of Ohio | 129,916 | $11.2M | 0.04% | +14,165+12.2% | Added |
| Russell Investments Group, Ltd. | 133,043 | $11.5M | 0.02% | −30,456−18.6% | Reduced |
| Brandywine Global Investment Management, LLC | 133,857 | $11.6M | 0.08% | −346−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 134,046 | $11.6M | 0.01% | −20,759−13.4% | Reduced |
| Renaissance Technologies LLC | 139,000 | $12.0M | 0.02% | −9,500−6.4% | Reduced |
| Cambria Investment Management, L.P. | 141,398 | $12.2M | 0.73% | +4,407+3.2% | Added |
| ExodusPoint Capital Management, LP | 145,786 | $12.6M | 0.16% | +65,221+81.0% | Added |
| State of Tennessee, Treasury Department | 146,905 | $12.7M | 0.05% | −40,278−21.5% | Reduced |
| Citigroup Inc | 147,398 | $12.7M | 0.01% | +26,981+22.4% | Added |
| AE Wealth Management LLC | 151,062 | $13.0M | 0.15% | −35,271−18.9% | Reduced |
| Prudential Financial Inc | 157,214 | $13.6M | 0.02% | −5,024−3.1% | Reduced |
| Swedbank AB | 162,158 | $14.0M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 162,567 | $14.0M | 0.01% | −2,621,011−94.2% | Reduced |
| New York State Common Retirement Fund | 163,888 | $14.1M | 0.02% | −21,710−11.7% | Reduced |
| State of Wisconsin Investment Board | 167,801 | $14.5M | 0.04% | −21,081−11.2% | Reduced |
| Swiss Life Asset Management Ltd | 168,170 | $14.5M | 0.20% | +114,050+210.7% | Added |
| Ameriprise Financial Inc | 177,037 | $15.3M | 0.00% | −23,101−11.5% | Reduced |
| Assenagon Asset Management S.A. | 178,695 | $15.4M | 0.04% | −71,907−28.7% | Reduced |
| Qube Research & Technologies Ltd | 181,022 | $15.6M | 0.03% | −537,474−74.8% | Reduced |
| Sound Income Strategies, LLC | 181,776 | $15.7M | 1.17% | +14,339+8.6% | Added |
| Wells Fargo & Company | 189,492 | $16.4M | 0.00% | −4,388−2.3% | Reduced |
| Toronto Dominion Bank | 194,393 | $16.8M | 0.03% | +4,678+2.5% | Added |
| The PNC Financial Services Group, Inc. | 201,355 | $17.4M | 0.01% | −9,259−4.4% | Reduced |