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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 201,606 | $17.4M | 1.02% | +3,906+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 212,782 | $18.4M | 0.20% | −6,199−2.8% | Reduced |
| New York State Teachers Retirement System | 227,642 | $19.6M | 0.04% | −17,614−7.2% | Reduced |
| Canada Pension Plan Investment Board | 230,801 | $19.9M | 0.02% | +45,600+24.6% | Added |
| Storebrand Asset Management AS | 231,080 | $19.9M | 0.07% | −42,816−15.6% | Reduced |
| Principal Financial Group Inc | 232,379 | $20.1M | 0.01% | −1,076−0.5% | Reduced |
| Intech Investment Management LLC | 234,815 | $20.3M | 0.29% | +200,588+586.1% | Added |
| Bank of Montreal | 237,162 | $20.5M | 0.01% | +14,414+6.5% | Added |
| Verition Fund Management LLC | 241,570 | $20.8M | 0.20% | +228,515+1,750.4% | Added |
| Great West Life Assurance Co | 253,969 | $21.9M | 0.04% | −45,367−15.2% | Reduced |
| State Board of Administration of Florida Retirement System | 296,889 | $22.1M | 0.05% | +18,368+6.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 274,538 | $23.7M | 0.03% | +42,521+18.3% | Added |
| Alliancebernstein L.P. | 276,823 | $23.9M | 0.01% | −27,674−9.1% | Reduced |
| Price T Rowe Associates Inc | 301,321 | $26.0M | 0.00% | −3,129−1.0% | Reduced |
| AMF Pensionsforsakring AB | 308,308 | $26.6M | 0.20% | +227,608+282.0% | Added |
| BNP Paribas Arbitrage, SA | 337,877 | $29.2M | 0.04% | +210,476+165.2% | Added |
| HRT Financial LP | 357,107 | $30.8M | 0.19% | +303,145+561.8% | Added |
| D. E. Shaw & Co., Inc. | 361,185 | $31.2M | 0.04% | +248,247+219.8% | Added |
| Tudor Investment Corp Et Al | 362,732 | $31.3M | 0.38% | +89,440+32.7% | Added |
| AustralianSuper Pty Ltd | 375,266 | $32.3M | 0.19% | +98,109+35.4% | Added |
| Fort Washington Investment Advisors Inc | 374,202 | $32.3M | 0.21% | −14,762−3.8% | Reduced |
| Trust Point Inc. | 384,871 | $33.2M | 2.61% | −1570.0% | Reduced |
| California State Teachers Retirement System | 389,991 | $33.7M | 0.04% | −140.0% | Reduced |
| North Star Asset Management Inc | 398,732 | $34.4M | 1.63% | +1,994+0.5% | Added |
| National Pension Service | 406,098 | $35.1M | 0.04% | +7,952+2.0% | Added |
| Credit Suisse AG | 429,065 | $37.0M | 0.04% | +27,419+6.8% | Added |
| California Public Employees Retirement System | 432,684 | $37.3M | 0.03% | −20,155−4.5% | Reduced |
| Victory Capital Management Inc | 439,937 | $38.0M | 0.04% | +113,749+34.9% | Added |
| Point72 Asset Management, L.P. | 472,582 | $40.8M | 0.12% | +276,398+140.9% | Added |
| Rhumbline Advisers | 475,642 | $41.1M | 0.04% | −14,886−3.0% | Reduced |
| Marshall Wace, LLP | 509,808 | $44.0M | 0.07% | −215,208−29.7% | Reduced |
| FMR LLC | 522,290 | $45.1M | 0.00% | +28,609+5.8% | Added |
| Nuveen Asset Management, LLC | 611,965 | $52.8M | 0.02% | +59,729+10.8% | Added |
| Citadel Advisors LLC | 666,840 | $57.6M | 0.06% | −389,981−36.9% | Reduced |
| Man Group plc | 679,081 | $58.6M | 0.16% | +299,474+78.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 692,694 | $59.8M | 0.04% | +43,190+6.6% | Added |
| Voloridge Investment Management, LLC | 694,874 | $60.0M | 0.22% | +395,139+131.8% | Added |
| Deutsche Bank AG | 706,560 | $61.0M | 0.03% | +41,026+6.2% | Added |
| Swiss National Bank | 714,000 | $61.6M | 0.04% | −42,400−5.6% | Reduced |
| Millennium Management LLC | 771,733 | $66.6M | 0.06% | +156,023+25.3% | Added |
| Barclays PLC | 835,866 | $72.1M | 0.03% | −222,965−21.1% | Reduced |
| UBS Group AG | 941,946 | $81.3M | 0.03% | +577,294+158.3% | Added |
| Royal Bank of Canada | 1,131,571 | $97.7M | 0.02% | −52,708−4.5% | Reduced |
| UBS Asset Management Americas Inc | 1,195,809 | $103.2M | 0.04% | +66,337+5.9% | Added |
| Mairs & Power Inc | 1,228,314 | $106.0M | 1.03% | +36,623+3.1% | Added |
| Amundi | 1,406,907 | $111.1M | 0.05% | +500,836+55.3% | Added |
| Charles Schwab Investment Management Inc | 1,364,034 | $117.7M | 0.03% | +52,811+4.0% | Added |
| Goldman Sachs Group Inc | 1,385,981 | $119.6M | 0.03% | −771,731−35.8% | Reduced |
| HSBC Holdings PLC | 1,460,077 | $126.0M | 0.09% | +99,739+7.3% | Added |
| Legal & General Group Plc | 1,838,645 | $158.7M | 0.05% | −50,827−2.7% | Reduced |
| Bank of New York Mellon Corp | 1,849,622 | $159.6M | 0.03% | −43,257−2.3% | Reduced |
| JPMorgan Chase & Co | 2,257,328 | $194.8M | 0.02% | +1,852,667+457.8% | Added |
| Invesco Ltd. | 2,682,232 | $231.5M | 0.05% | +541,187+25.3% | Added |
| Morgan Stanley | 2,704,741 | $233.4M | 0.02% | −709,985−20.8% | Reduced |
| Norges Bank | 2,980,423 | $257.2M | 0.04% | −248,121−7.7% | Reduced |
| Northern Trust Corp | 3,580,606 | $309.0M | 0.05% | −127,123−3.4% | Reduced |
| Dimensional Fund Advisors LP | 3,865,270 | $333.6M | 0.09% | −10,192−0.3% | Reduced |
| Wellington Management Group LLP | 4,483,241 | $386.9M | 0.07% | +114,231+2.6% | Added |
| Geode Capital Management, LLC | 5,403,367 | $465.2M | 0.04% | +220,538+4.3% | Added |
| Capital Research Global Investors | 6,602,298 | $569.8M | 0.13% | +152,774+2.4% | Added |
| State Street Corp | 9,657,113 | $833.5M | 0.04% | −64,969−0.7% | Reduced |
| Bank of America Corp | 10,968,264 | $946.7M | 0.09% | +386,520+3.7% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.57B | 65.06% | 00.0% | Unchanged |
| BlackRock Inc. | 19,431,905 | $1.68B | 0.04% | +546,863+2.9% | Added |
| Vanguard Group Inc | 28,037,528 | $2.42B | 0.05% | −568,351−2.0% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,397,497−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −167,313−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −63,100−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −53,007−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −49,172−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −45,857−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −29,300−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −25,665−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −24,255−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −23,913−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −21,193−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,218−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −17,948−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −17,542−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,835−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,657−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −10,610−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,052−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −9,513−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −7,108−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −6,945−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −6,570−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,325−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,638−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −4,495−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,440−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |