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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 108,896 | $9.40M | 0.04% | −1,370−1.2% | Reduced |
| Engineers Gate Manager LP | 108,209 | $9.34M | 0.25% | −44,883−29.3% | Reduced |
| Worldquant Millennium Advisors LLC | 104,527 | $9.02M | 0.11% | 00.0% | Unchanged |
| Churchill Management Corp | 102,812 | $8.87M | 0.11% | −1,766−1.7% | Reduced |
| Squarepoint Ops LLC | 102,234 | $8.82M | 0.04% | −194,382−65.5% | Reduced |
| NewSquare Capital LLC | 102,545 | $8.71M | 0.77% | −632−0.6% | Reduced |
| American Century Companies Inc | 100,667 | $8.69M | 0.01% | +29,471+41.4% | Added |
| AMG National Trust Bank | 100,578 | $8.68M | 0.25% | −12,374−11.0% | Reduced |
| Standard Life Aberdeen plc | 99,854 | $8.62M | 0.02% | −619−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 99,430 | $8.58M | 0.04% | +53,795+117.9% | Added |
| Aviva PLC | 99,350 | $8.57M | 0.03% | +90,195+985.2% | Added |
| Capital Management Corp | 98,756 | $8.52M | 1.62% | −4,598−4.4% | Reduced |
| Nomura Asset Management Co Ltd | 96,937 | $8.37M | 0.03% | +412+0.4% | Added |
| Bridgewater Associates, LP | 96,876 | $8.36M | 0.04% | +91,229+1,615.5% | Added |
| Mn Services Vermogensbeheer B.V. | 96,380 | $8.32M | 0.06% | −19,900−17.1% | Reduced |
| Macquarie Group Ltd | 96,114 | $8.30M | 0.01% | +4,642+5.1% | Added |
| Danske Bank A/S | 95,503 | $8.24M | 0.03% | +95,503 | New |
| LPL Financial LLC | 95,463 | $8.24M | 0.00% | −23,521−19.8% | Reduced |
| Holocene Advisors, LP | 94,584 | $8.16M | 0.03% | +94,584 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 94,580 | $8.16M | 0.03% | −3,332−3.4% | Reduced |
| TD Asset Management Inc | 92,315 | $7.97M | 0.01% | −34,150−27.0% | Reduced |
| Asset Management One Co.,Ltd. | 92,287 | $7.97M | 0.03% | −4,436−4.6% | Reduced |
| Teacher Retirement System of Texas | 91,851 | $7.93M | 0.05% | +16,332+21.6% | Added |
| Ensign Peak Advisors, Inc | 88,967 | $7.68M | 0.01% | −23,758−21.1% | Reduced |
| Raymond James & Associates | 87,841 | $7.58M | 0.01% | −9,852−10.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 87,187 | $7.53M | 0.03% | −5,375−5.8% | Reduced |
| Nisa Investment Advisors, LLC | 86,811 | $7.49M | 0.05% | −170.0% | Reduced |
| Ci Investments Inc. | 85,636 | $7.39M | 0.03% | +19,600+29.7% | Added |
| Resona Asset Management Co.,Ltd. | 80,300 | $6.93M | 0.04% | +80,300 | New |
| Rafferty Asset Management, LLC | 77,150 | $6.66M | 0.02% | −596−0.8% | Reduced |
| Arjuna Capital | 76,184 | $6.58M | 1.86% | +54,042+244.1% | Added |
| DekaBank Deutsche Girozentrale | 76,615 | $6.50M | 0.01% | +4,065+5.6% | Added |
| Interval Partners, LP | 73,190 | $6.32M | 0.24% | +73,190 | New |
| Voya Investment Management LLC | 72,997 | $6.30M | 0.01% | −2,990−3.9% | Reduced |
| Franklin Resources Inc | 72,983 | $6.30M | 0.00% | +39,220+116.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 81,999 | $6.13M | 0.01% | +75+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 70,809 | $6.11M | 0.42% | −1,106−1.5% | Reduced |
| Acadian Asset Management LLC | 70,380 | $6.07M | 0.02% | +6,375+10.0% | Added |
| Schroder Investment Management Group | 68,034 | $5.87M | 0.01% | +49,679+270.7% | Added |
| Natixis Advisors, L.P. | 67,710 | $5.84M | 0.01% | +1,682+2.5% | Added |
| Amalgamated Bank | 67,511 | $5.83M | 0.05% | +9,894+17.2% | Added |
| Commonwealth Equity Services, LLC | 66,029 | $5.70M | 0.01% | +9,129+16.0% | Added |
| Arizona State Retirement System | 65,575 | $5.66M | 0.04% | −858−1.3% | Reduced |
| KBC Group NV | 64,857 | $5.60M | 0.02% | −12,283−15.9% | Reduced |
| Envestnet Asset Management Inc | 63,683 | $5.50M | 0.00% | +424+0.7% | Added |
| La Banque Postale Asset Management SA | 62,767 | $5.42M | 0.22% | +43,383+223.8% | Added |
| Dean Investment Associates, LLC | 62,373 | $5.38M | 0.74% | −909−1.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 61,806 | $5.33M | 0.01% | +238+0.4% | Added |
| USS Investment Management Ltd | 61,107 | $5.27M | 0.04% | −5,915−8.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 61,022 | $5.27M | 0.01% | −44,000−41.9% | Reduced |
| Hoylecohen, LLC | 60,994 | $5.26M | 0.40% | +764+1.3% | Added |
| Azimuth Capital Investment Management LLC | 60,810 | $5.25M | 0.22% | +60,810 | New |
| Advisor Group Holdings, Inc. | 60,577 | $5.23M | 0.01% | −36,048−37.3% | Reduced |
| State of Michigan Retirement System | 60,080 | $5.19M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 59,938 | $5.17M | 0.01% | −7,176−10.7% | Reduced |
| Forsta Ap-Fonden | 59,200 | $5.11M | 0.04% | −48,200−44.9% | Reduced |
| Susquehanna International Group, LLP | 57,797 | $4.99M | 0.01% | −124,111−68.2% | Reduced |
| American International Group, Inc. | 57,510 | $4.96M | 0.02% | −191−0.3% | Reduced |
| Unison Advisors LLC | 57,341 | $4.95M | 0.49% | +705+1.2% | Added |
| CIBC World Markets Corp | 56,488 | $4.88M | 0.03% | +4,996+9.7% | Added |
| Cetera Investment Advisers | 53,579 | $4.62M | 0.01% | +27,827+108.1% | Added |
| Comerica Bank | 52,656 | $4.54M | 0.02% | −8,215−13.5% | Reduced |
| Allianz Asset Management GmbH | 52,407 | $4.52M | 0.01% | −21,713−29.3% | Reduced |
| IFM Investors Pty Ltd | 52,178 | $4.50M | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 51,702 | $4.46M | 0.03% | −1,977−3.7% | Reduced |
| Jane Street Group, LLC | 50,239 | $4.34M | 0.01% | −77,482−60.7% | Reduced |
| Achmea Investment Management B.V. | 49,543 | $4.28M | 0.08% | −9,673−16.3% | Reduced |
| Retirement Systems of Alabama | 48,411 | $4.18M | 0.02% | +70+0.1% | Added |
| Creative Planning | 48,233 | $4.16M | 0.00% | −101−0.2% | Reduced |
| PGGM Investments | 48,179 | $4.16M | 0.06% | +1,014+2.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,151 | $4.16M | 0.03% | +119+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,004 | $4.14M | 0.01% | −3,618−7.0% | Reduced |
| Ethic Inc. | 47,306 | $4.08M | 0.10% | +692+1.5% | Added |
| Wealthfront Advisers LLC | 45,981 | $3.97M | 0.01% | −1,067−2.3% | Reduced |
| Handelsbanken Fonder AB | 45,694 | $3.94M | 0.02% | −5,333−10.5% | Reduced |
| Texas Permanent School Fund | 45,343 | $3.91M | 0.03% | +1,071+2.4% | Added |
| Baird Financial Group, Inc. | 44,696 | $3.86M | 0.01% | −847−1.9% | Reduced |
| State of Alaska, Department of Revenue | 44,429 | $3.83M | 0.04% | −6,635−13.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 43,056 | $3.72M | 0.32% | +13,437+45.4% | Added |
| Advisors Asset Management, Inc. | 42,599 | $3.68M | 0.07% | −5,056−10.6% | Reduced |
| ProShare Advisors LLC | 42,475 | $3.67M | 0.01% | −2,805−6.2% | Reduced |
| Natixis | 42,325 | $3.65M | 0.02% | −12,822−23.3% | Reduced |
| Quantinno Capital Management LP | 41,918 | $3.62M | 0.08% | +19,048+83.3% | Added |
| Utah Retirement Systems | 41,113 | $3.55M | 0.04% | −700−1.7% | Reduced |
| Xponance, Inc. | 40,166 | $3.47M | 0.04% | +3,206+8.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,992 | $3.37M | 0.01% | −929−2.3% | Reduced |
| Neuberger Berman Group LLC | 38,927 | $3.36M | 0.00% | −6,344−14.0% | Reduced |
| Czech National Bank | 38,592 | $3.33M | 0.04% | +176+0.5% | Added |
| Tredje AP-fonden | 38,269 | $3.30M | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 38,144 | $3.29M | 0.01% | +702+1.9% | Added |
| Bridgeway Capital Management, LLC | 36,800 | $3.18M | 0.06% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 35,619 | $3.07M | 0.23% | +32,455+1,025.8% | Added |
| Lecap Asset Management Ltd | 35,490 | $3.06M | 0.64% | +20,158+131.5% | Added |
| Trexquant Investment LP | 35,126 | $3.03M | 0.06% | −10,019−22.2% | Reduced |
| Public Sector Pension Investment Board | 34,650 | $2.99M | 0.02% | −245−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 34,584 | $2.98M | 0.10% | +503+1.5% | Added |
| Point72 (DIFC) Ltd | 34,508 | $2.98M | 0.23% | +34,508 | New |
| Foster & Motley Inc | 34,507 | $2.98M | 0.21% | −1,689−4.7% | Reduced |
| Freestone Capital Holdings, LLC | 34,315 | $2.96M | 0.11% | +482+1.4% | Added |
| DnB Asset Management AS | 33,856 | $2.92M | 0.02% | −37,219−52.4% | Reduced |