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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 33,534 | $2.89M | 0.03% | −1,166−3.4% | Reduced |
| Alaska Permanent Fund Corp | 32,936 | $2.84M | 0.04% | +196+0.6% | Added |
| FORA Capital, LLC | 32,570 | $2.81M | 0.23% | +917+2.9% | Added |
| Dakota Wealth Management | 32,276 | $2.79M | 0.07% | +50.0% | Added |
| Cubist Systematic Strategies, LLC | 32,230 | $2.78M | 0.03% | −144,689−81.8% | Reduced |
| Mackenzie Financial Corp | 32,131 | $2.77M | 0.00% | +4,553+16.5% | Added |
| CI Private Wealth, LLC | 31,669 | $2.73M | 0.00% | +57+0.2% | Added |
| Mirabella Financial Services LLP | 31,300 | $2.70M | 0.20% | +31,300 | New |
| Yousif Capital Management, LLC | 31,290 | $2.70M | 0.03% | −791−2.5% | Reduced |
| Ossiam | 31,288 | $2.70M | 0.05% | +17,504+127.0% | Added |
| Captrust Financial Advisors | 30,585 | $2.64M | 0.01% | −17,051−35.8% | Reduced |
| Janus Henderson Group PLC | 30,493 | $2.63M | 0.00% | −1,096−3.5% | Reduced |
| Pathstone Holdings, LLC | 29,915 | $2.58M | 0.01% | +1,647+5.8% | Added |
| Conning Inc. | 29,262 | $2.53M | 0.08% | −200−0.7% | Reduced |
| Mutual of America Capital Management LLC | 28,758 | $2.48M | 0.03% | −613−2.1% | Reduced |
| British Columbia Investment Management Corp | 28,465 | $2.46M | 0.02% | +639+2.3% | Added |
| Private Advisor Group, LLC | 27,971 | $2.41M | 0.02% | −995−3.4% | Reduced |
| Cerity Partners LLC | 27,806 | $2.40M | 0.01% | +7,105+34.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,402 | $2.37M | 0.03% | +6,889+33.6% | Added |
| Nissay Asset Management Corp | 27,004 | $2.33M | 0.02% | +155+0.6% | Added |
| Toroso Investments, LLC | 26,847 | $2.32M | 0.04% | +9,432+54.2% | Added |
| Mariner, LLC | 26,789 | $2.31M | 0.00% | +2,823+11.8% | Added |
| Argent Trust Co | 26,695 | $2.30M | 0.10% | +1,403+5.5% | Added |
| Financial Advisory Service, Inc. | 26,351 | $2.27M | 0.20% | +1,076+4.3% | Added |
| Daiwa Securities Group Inc. | 25,414 | $2.19M | 0.01% | +4,442+21.2% | Added |
| Public Employees Retirement Association of Colorado | 25,308 | $2.18M | 0.01% | −1,901−7.0% | Reduced |
| Lighthouse Investment Partners, LLC | 25,122 | $2.17M | 0.13% | +25,122 | New |
| Siemens Fonds Invest GmbH | 24,892 | $2.15M | 0.17% | −129−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 24,724 | $2.13M | 0.50% | −284−1.1% | Reduced |
| QRG Capital Management, Inc. | 24,356 | $2.10M | 0.03% | −80,525−76.8% | Reduced |
| SEI Investments Co | 24,275 | $2.10M | 0.00% | +9,048+59.4% | Added |
| Wedge Capital Management L L P | 24,168 | $2.09M | 0.03% | +4,187+21.0% | Added |
| US Bancorp | 24,157 | $2.08M | 0.00% | −283−1.2% | Reduced |
| STRS Ohio | 23,739 | $2.05M | 0.01% | +4,916+26.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,047 | $1.99M | 0.02% | +300+1.3% | Added |
| Jump Financial, LLC | 22,923 | $1.98M | 0.05% | +3,763+19.6% | Added |
| Brevan Howard Capital Management LP | 22,649 | $1.95M | 0.18% | +19,775+688.1% | Added |
| Diversified Trust Co | 22,505 | $1.94M | 0.06% | +7,626+51.3% | Added |
| MAI Capital Management | 22,464 | $1.94M | 0.02% | +15,788+236.5% | Added |
| Mercer Global Advisors Inc | 22,240 | $1.92M | 0.01% | −29,232−56.8% | Reduced |
| Centiva Capital, LP | 22,017 | $1.90M | 0.11% | +9,132+70.9% | Added |
| Elo Mutual Pension Insurance Co | 21,784 | $1.88M | 0.04% | +681+3.2% | Added |
| Stifel Financial Corp | 21,669 | $1.87M | 0.00% | −10,412−32.5% | Reduced |
| JustInvest LLC | 21,641 | $1.87M | 0.04% | −4,929−18.6% | Reduced |
| PEAK6 Investments LLC | 21,380 | $1.85M | 0.09% | +21,380 | New |
| Centric Wealth Management | 23,165 | $1.83M | 0.58% | +2,716+13.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 21,240 | $1.83M | 1.68% | −172−0.8% | Reduced |
| Commerce Bank | 21,205 | $1.83M | 0.01% | −6,898−24.5% | Reduced |
| Andra AP-fonden | 20,700 | $1.79M | 0.03% | −55,300−72.8% | Reduced |
| Graham Capital Management, L.P. | 20,479 | $1.77M | 0.05% | +17,349+554.3% | Added |
| Gulf International Bank (UK) Ltd | 20,058 | $1.73M | 0.04% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 20,000 | $1.73M | 0.02% | −2,500−11.1% | Reduced |
| Bessemer Group Inc | 19,423 | $1.68M | 0.00% | +16,038+473.8% | Added |
| Seven Eight Capital, LP | 19,287 | $1.66M | 0.17% | +19,287 | New |
| Cresset Asset Management, LLC | 19,190 | $1.66M | 0.01% | +475+2.5% | Added |
| Columbus Macro, LLC | 18,914 | $1.63M | 0.62% | −1,180−5.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 18,887 | $1.63M | 0.42% | +16,216+607.1% | Added |
| Candriam Luxembourg S.C.A. | 18,803 | $1.62M | 0.01% | +3,094+19.7% | Added |
| Oregon Public Employees Retirement Fund | 18,773 | $1.62M | 0.03% | +1,641+9.6% | Added |
| Janney Montgomery Scott LLC | 18,327 | $1.58M | 0.00% | −444−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,239 | $1.57M | 0.01% | −1,119−5.8% | Reduced |
| Qsemble Capital Management, LP | 18,219 | $1.57M | 0.34% | +5,411+42.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,062 | $1.56M | 0.02% | +4,979+38.1% | Added |
| Federated Hermes, Inc. | 18,060 | $1.56M | 0.00% | +2,595+16.8% | Added |
| Guggenheim Capital LLC | 17,989 | $1.55M | 0.01% | −3,403−15.9% | Reduced |
| GoalVest Advisory LLC | 17,707 | $1.53M | 0.51% | +636+3.7% | Added |
| Kestra Advisory Services, LLC | 17,591 | $1.52M | 0.01% | +5,521+45.7% | Added |
| Quantitative Investment Management, LLC | 17,475 | $1.51M | 0.09% | +17,475 | New |
| Sound View Wealth Advisors Group, LLC | 17,350 | $1.50M | 0.16% | +5,762+49.7% | Added |
| Montag A & Associates Inc | 17,241 | $1.49M | 0.07% | −355−2.0% | Reduced |
| Nordea Investment Management AB | 17,113 | $1.48M | 0.00% | +673+4.1% | Added |
| Greenwood Capital Associates LLC | 17,055 | $1.47M | 0.20% | −13−0.1% | Reduced |
| Pinebridge Investments, L.P. | 16,825 | $1.45M | 0.01% | −559,161−97.1% | Reduced |
| Maryland State Retirement & Pension System | 18,456 | $1.45M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 16,657 | $1.44M | 0.04% | −892−5.1% | Reduced |
| Kestra Private Wealth Services, LLC | 16,412 | $1.42M | 0.03% | +2,385+17.0% | Added |
| HighTower Advisors, LLC | 16,245 | $1.40M | 0.00% | −4,408−21.3% | Reduced |
| Crossmark Global Holdings, Inc. | 15,850 | $1.37M | 0.03% | −696−4.2% | Reduced |
| Midland Wealth Advisors LLC | 15,574 | $1.34M | 0.08% | −358−2.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 17,040 | $1.34M | 0.51% | −2,014−10.6% | Reduced |
| Pacer Advisors, Inc. | 15,213 | $1.31M | 0.00% | +364+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 15,009 | $1.30M | 0.00% | −1,923−11.4% | Reduced |
| Ostrum Asset Management | 14,933 | $1.29M | 0.10% | +170+1.2% | Added |
| Catalyst Funds Management Pty Ltd | 14,900 | $1.29M | 0.36% | +14,900 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 14,642 | $1.26M | 0.02% | +6,294+75.4% | Added |
| Glaxis Capital Management, LLC | 14,616 | $1.26M | 2.36% | +116+0.8% | Added |
| UniSuper Management Pty Ltd | 14,427 | $1.25M | 0.01% | +11,743+437.5% | Added |
| Hartford Investment Management Co | 14,219 | $1.23M | 0.04% | −693−4.6% | Reduced |
| Resources Investment Advisors, LLC. | 14,208 | $1.23M | 0.02% | −11−0.1% | Reduced |
| Quest Partners LLC | 13,911 | $1.20M | 0.21% | −8,794−38.7% | Reduced |
| Everence Capital Management Inc | 13,800 | $1.19M | 0.08% | 00.0% | Unchanged |
| Axq Capital, LP | 13,787 | $1.19M | 0.29% | +13,787 | New |
| Ascent Group, LLC | 13,654 | $1.18M | 0.10% | +347+2.6% | Added |
| M&T Bank Corp | 13,426 | $1.16M | 0.00% | −1,093−7.5% | Reduced |
| Cipher Capital LP | 13,333 | $1.15M | 0.53% | −13,356−50.0% | Reduced |
| Savant Capital, LLC | 13,240 | $1.14M | 0.01% | +276+2.1% | Added |
| Securian Asset Management, Inc | 12,913 | $1.11M | 0.03% | −978−7.0% | Reduced |
| Louisiana State Employees Retirement System | 12,800 | $1.10M | 0.02% | −500−3.8% | Reduced |
| Truist Financial Corp | 12,760 | $1.10M | 0.00% | −1,051−7.6% | Reduced |
| Quantbot Technologies LP | 12,706 | $1.10M | 0.06% | +12,706 | New |