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, Q2 2024
Institutional positions in Principal Financial Group Inc as of Jun 30, 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
- 796
- +38 vs. Q1 2024
- Shares held
- 165.6M
- −841.0K (−0.5%) vs. Q1 2024
- Total value
- $13.0B
- −$1.36B (−9.5%) vs. Q1 2024
- New holders
- 93
- 285 more added
- Sold out
- 55
- 254 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,749,824 | $2.18B | 0.04% | −287,704−1.0% | Reduced |
| BlackRock Inc. | 19,763,056 | $1.55B | 0.04% | +331,151+1.7% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.42B | 62.53% | 00.0% | Unchanged |
| Bank of America Corp | 10,716,882 | $840.7M | 0.08% | −251,382−2.3% | Reduced |
| State Street Corp | 9,558,150 | $749.8M | 0.03% | −98,963−1.0% | Reduced |
| Capital Research Global Investors | 6,603,902 | $518.1M | 0.11% | +1,6040.0% | Added |
| Geode Capital Management, LLC | 5,429,454 | $424.8M | 0.04% | +26,087+0.5% | Added |
| Wellington Management Group LLP | 4,434,395 | $347.9M | 0.06% | −48,846−1.1% | Reduced |
| Dimensional Fund Advisors LP | 3,905,124 | $306.4M | 0.08% | +39,854+1.0% | Added |
| Northern Trust Corp | 3,489,868 | $273.8M | 0.05% | −90,738−2.5% | Reduced |
| Norges Bank | 3,251,668 | $255.1M | 0.04% | +271,245+9.1% | Added |
| Morgan Stanley | 2,867,685 | $225.0M | 0.02% | +162,944+6.0% | Added |
| Invesco Ltd. | 2,605,800 | $204.4M | 0.04% | −76,432−2.8% | Reduced |
| JPMorgan Chase & Co | 2,343,840 | $183.9M | 0.02% | +86,512+3.8% | Added |
| Bank of New York Mellon Corp | 1,903,138 | $149.3M | 0.03% | +53,516+2.9% | Added |
| Legal & General Group Plc | 1,736,683 | $136.2M | 0.04% | −101,962−5.5% | Reduced |
| UBS Asset Management Americas Inc | 1,679,343 | $131.7M | 0.04% | +483,534+40.4% | Added |
| Goldman Sachs Group Inc | 1,489,728 | $116.9M | 0.02% | +103,747+7.5% | Added |
| HSBC Holdings PLC | 1,443,115 | $113.4M | 0.07% | −16,962−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,384,888 | $108.6M | 0.02% | +20,854+1.5% | Added |
| Mairs & Power Inc | 1,207,976 | $94.8M | 0.92% | −20,338−1.7% | Reduced |
| Royal Bank of Canada | 1,097,107 | $86.1M | 0.02% | −34,464−3.0% | Reduced |
| Deutsche Bank AG | 1,004,825 | $78.8M | 0.04% | +298,265+42.2% | Added |
| UBS Group AG | 874,505 | $68.6M | 0.02% | −67,441−7.2% | Reduced |
| Amundi | 853,694 | $67.6M | 0.03% | −553,213−39.3% | Reduced |
| Barclays PLC | 718,493 | $56.4M | 0.03% | −117,373−14.0% | Reduced |
| Millennium Management LLC | 716,601 | $56.2M | 0.05% | −55,132−7.1% | Reduced |
| Swiss National Bank | 696,200 | $54.6M | 0.04% | −17,800−2.5% | Reduced |
| Voloridge Investment Management, LLC | 664,269 | $52.1M | 0.19% | −30,605−4.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 571,488 | $44.8M | 0.03% | −121,206−17.5% | Reduced |
| Nuveen Asset Management, LLC | 557,299 | $43.7M | 0.01% | −54,666−8.9% | Reduced |
| FMR LLC | 523,469 | $41.1M | 0.00% | +1,179+0.2% | Added |
| Rhumbline Advisers | 478,129 | $37.5M | 0.04% | +2,487+0.5% | Added |
| Victory Capital Management Inc | 434,697 | $34.1M | 0.03% | −5,240−1.2% | Reduced |
| AustralianSuper Pty Ltd | 424,643 | $33.3M | 0.19% | +49,377+13.2% | Added |
| California Public Employees Retirement System | 413,609 | $32.4M | 0.02% | −19,075−4.4% | Reduced |
| National Pension Service | 410,037 | $32.2M | 0.04% | +3,939+1.0% | Added |
| North Star Asset Management Inc | 397,812 | $31.2M | 1.48% | −920−0.2% | Reduced |
| Trust Point Inc. | 384,871 | $30.2M | 2.42% | 00.0% | Unchanged |
| Man Group plc | 382,477 | $30.0M | 0.08% | −296,604−43.7% | Reduced |
| Verition Fund Management LLC | 376,845 | $29.6M | 0.23% | +135,275+56.0% | Added |
| California State Teachers Retirement System | 372,974 | $29.3M | 0.04% | −17,017−4.4% | Reduced |
| Fort Washington Investment Advisors Inc | 371,894 | $29.2M | 0.19% | −2,308−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 368,269 | $28.9M | 0.03% | +30,392+9.0% | Added |
| Bank of Montreal | 357,262 | $28.6M | 0.01% | +120,100+50.6% | Added |
| Acadian Asset Management LLC | 354,447 | $27.8M | 0.09% | +284,067+403.6% | Added |
| D. E. Shaw & Co., Inc. | 318,410 | $25.0M | 0.04% | −42,775−11.8% | Reduced |
| Price T Rowe Associates Inc | 307,878 | $24.2M | 0.00% | +6,557+2.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 304,226 | $23.9M | 0.03% | +29,688+10.8% | Added |
| Intech Investment Management LLC | 298,562 | $23.4M | 0.29% | +63,747+27.1% | Added |
| Citigroup Inc | 290,980 | $22.8M | 0.02% | +143,582+97.4% | Added |
| State Board of Administration of Florida Retirement System | 264,601 | $20.8M | 0.04% | −32,288−10.9% | Reduced |
| Alliancebernstein L.P. | 261,458 | $20.5M | 0.01% | −15,365−5.6% | Reduced |
| Great West Life Assurance Co | 251,263 | $19.7M | 0.04% | −2,706−1.1% | Reduced |
| Massachusetts Financial Services Co | 251,088 | $19.7M | 0.01% | +251,088 | New |
| Jane Street Group, LLC | 232,568 | $18.2M | 0.02% | +182,329+362.9% | Added |
| ExodusPoint Capital Management, LP | 232,128 | $18.2M | 0.20% | +86,342+59.2% | Added |
| Qube Research & Technologies Ltd | 227,818 | $17.9M | 0.03% | +46,796+25.9% | Added |
| AMF Pensionsforsakring AB | 225,808 | $17.7M | 0.13% | −82,500−26.8% | Reduced |
| Principal Financial Group Inc | 224,460 | $17.6M | 0.01% | −7,919−3.4% | Reduced |
| Canada Pension Plan Investment Board | 223,801 | $17.6M | 0.02% | −7,000−3.0% | Reduced |
| Storebrand Asset Management AS | 212,710 | $16.7M | 0.06% | −18,370−7.9% | Reduced |
| New York State Teachers Retirement System | 207,970 | $16.3M | 0.03% | −19,672−8.6% | Reduced |
| GW Henssler & Associates Ltd | 202,325 | $15.9M | 0.96% | +719+0.4% | Added |
| Wells Fargo & Company | 196,415 | $15.4M | 0.00% | +6,923+3.7% | Added |
| Sound Income Strategies, LLC | 195,216 | $15.3M | 0.96% | +13,440+7.4% | Added |
| SG Americas Securities, LLC | 178,635 | $14.0M | 0.09% | +65,070+57.3% | Added |
| Ameriprise Financial Inc | 177,701 | $13.9M | 0.00% | +664+0.4% | Added |
| Swiss Life Asset Management Ltd | 177,636 | $13.9M | 0.16% | +9,466+5.6% | Added |
| State of Wisconsin Investment Board | 171,089 | $13.4M | 0.04% | +3,288+2.0% | Added |
| American Century Companies Inc | 166,052 | $13.0M | 0.01% | +65,385+65.0% | Added |
| New York State Common Retirement Fund | 164,085 | $12.9M | 0.02% | +197+0.1% | Added |
| The PNC Financial Services Group, Inc. | 163,818 | $12.9M | 0.01% | −37,537−18.6% | Reduced |
| Swedbank AB | 162,158 | $12.7M | 0.02% | 00.0% | Unchanged |
| Interval Partners, LP | 155,945 | $12.2M | 0.36% | +82,755+113.1% | Added |
| Bank of Nova Scotia | 146,405 | $11.5M | 0.02% | +35,558+32.1% | Added |
| Cambria Investment Management, L.P. | 144,946 | $11.4M | 0.69% | +3,548+2.5% | Added |
| State of Tennessee, Treasury Department | 144,349 | $11.3M | 0.04% | −2,556−1.7% | Reduced |
| Brandywine Global Investment Management, LLC | 138,411 | $10.9M | 0.08% | +4,554+3.4% | Added |
| Prudential Financial Inc | 136,883 | $10.7M | 0.02% | −20,331−12.9% | Reduced |
| Russell Investments Group, Ltd. | 131,167 | $10.3M | 0.02% | −1,876−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 130,631 | $10.2M | 0.16% | +15,166+13.1% | Added |
| Manufacturers Life Insurance Company, The | 130,191 | $10.2M | 0.01% | −3,855−2.9% | Reduced |
| Squarepoint Ops LLC | 127,390 | $9.99M | 0.04% | +25,156+24.6% | Added |
| Goelzer Investment Management, Inc. | 125,751 | $9.87M | 0.55% | −1,234−1.0% | Reduced |
| Allianz Asset Management GmbH | 123,330 | $9.68M | 0.02% | +70,923+135.3% | Added |
| Pictet Asset Management Holding SA | 121,587 | $9.54M | 0.01% | −4,458−3.5% | Reduced |
| AMG National Trust Bank | 120,797 | $9.48M | 0.26% | +20,219+20.1% | Added |
| Aviva PLC | 119,526 | $9.38M | 0.03% | +20,176+20.3% | Added |
| Capital Management Corp | 117,803 | $9.24M | 1.85% | +19,047+19.3% | Added |
| AE Wealth Management LLC | 117,791 | $9.24M | 0.09% | −33,271−22.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 117,722 | $9.24M | 0.03% | −3,727−3.1% | Reduced |
| Tudor Investment Corp Et Al | 117,568 | $9.22M | 0.10% | −245,164−67.6% | Reduced |
| Public Employees Retirement System of Ohio | 115,032 | $9.02M | 0.04% | −14,884−11.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 111,192 | $8.72M | 0.02% | −13,959−11.2% | Reduced |
| Toronto Dominion Bank | 107,004 | $8.39M | 0.01% | −87,389−45.0% | Reduced |
| NewSquare Capital LLC | 107,597 | $8.32M | 0.72% | +5,052+4.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 105,000 | $8.24M | 0.02% | +105,000 | New |
| Worldquant Millennium Advisors LLC | 104,493 | $8.20M | 0.07% | −340.0% | Reduced |
| Treasurer of the State of North Carolina | 104,384 | $8.19M | 0.03% | −4,512−4.1% | Reduced |