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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.

Q2 2024 vs. Q1 2024

How the institutions holding Principal Financial Group Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of PFG: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders7657796+38
Shares167.1M597.6K165.6M−841.0K (−0.5%)
Value$14.4B$51.6M$13.0B−$1.36B (−9.5%)

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (93)

Institutions that held Principal Financial Group Inc at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to PFG in Q2 2024
InstitutionSharesValue% of portfolio
Massachusetts Financial Services Co251,088$19.7M0.01%
Healthcare of Ontario Pension Plan Trust Fund105,000$8.24M0.02%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)99,451$7.80M0.09%
Arrowstreet Capital, Limited Partnership62,589$4.91M0.00%
Mirae Asset Global ETFs Holdings Ltd.57,043$4.48M0.01%
Corebridge Financial, Inc.55,230$4.33M0.02%
Adage Capital Partners GP, L.L.C.36,800$2.89M0.01%
Stoneridge Investment Partners LLC29,300$2.30M0.87%
Point72 Hong Kong Ltd26,751$2.10M0.13%
Twinbeech Capital LP25,630$2.01M0.04%
Dynamic Technology Lab Private Ltd25,334$1.99M0.22%
Kingsview Wealth Management, LLC25,139$1.97M0.05%
Two Sigma Investments, LP24,688$1.94M0.00%
AXA S.A.24,350$1.91M0.01%
Nebula Research & Development LLC22,502$1.77M0.29%
Inceptionr LLC19,276$1.51M0.43%
Rockefeller Capital Management L.P.18,225$1.43M0.00%
WBI Investments17,571$1.38M0.33%
ISAM Funds (UK) Ltd17,243$1.35M1.01%
Mizuho Securities USA LLC16,627$1.30M0.03%
Redwood Investment Management, LLC17,532$1.28M0.11%
Jefferies Financial Group Inc.16,070$1.26M0.02%
MBB Public Markets I LLC15,704$1.23M0.03%
Sanctuary Advisors, LLC14,999$1.19M0.01%
Magnetar Financial LLC13,556$1.06M0.02%
M&G Plc12,041$939.2K0.01%
Teza Capital Management LLC11,461$899.1K0.11%
CacheTech Inc.9,588$752.2K0.17%
Elevated Capital Advisors, LLC9,185$720.6K0.20%
LGT Group Foundation9,000$706.0K0.01%
XTX Topco Ltd8,943$701.6K0.06%
Pearl River Capital, LLC8,643$678.0K0.11%
Omers Administration Corp8,283$649.8K0.01%
Strategy Asset Managers LLC8,474$642.7K0.14%
NBT Bank N A8,000$627.6K0.04%
Two Sigma Securities, LLC7,745$607.6K0.03%
nVerses Capital, LLC7,600$596.2K0.36%
Scientech Research LLC7,374$578.5K0.12%
Avantax Advisory Services, Inc.6,889$540.4K0.00%
Entropy Technologies, LP6,674$523.6K0.06%
Strategic Financial Concepts, LLC40,250$492.0K0.00%
Impact Partnership Wealth, LLC6,144$482.0K0.13%
Gentry Private Wealth, LLC5,814$456.1K0.40%
Oak Thistle LLC5,792$454.4K0.34%
Capula Management Ltd5,270$413.4K0.00%
Aquatic Capital Management LLC5,100$400.1K0.01%
Maven Securities LTD4,650$364.8K0.06%
Boothbay Fund Management, LLC4,635$363.6K0.01%
Paloma Partners Management Co4,543$356.4K0.03%
Arete Wealth Advisors, LLC4,431$348.0K0.03%
Ground Swell Capital, LLC4,241$332.7K0.32%
GTS Securities LLC3,720$291.8K0.01%
Relative Value Partners Group, LLC3,632$284.9K0.04%
MQS Management LLC3,436$269.6K0.16%
Oldfather Financial Services, LLC3,414$267.8K0.11%
LVW Advisors, LLC3,336$261.7K0.04%
Paragon Capital Management Ltd3,333$261.5K0.05%
Nomura Holdings Inc3,120$244.8K0.00%
SageView Advisory Group, LLC3,102$243.3K0.01%
Daymark Wealth Partners, LLC3,083$241.9K0.01%
Brown Advisory Inc2,994$234.9K0.00%
Concurrent Investment Advisors, LLC2,908$228.2K0.01%
Meeder Advisory Services, Inc.2,772$217.5K0.02%
Virtu Financial LLC2,723$214.0K0.01%
Essex Financial Services, Inc.2,756$205.1K0.02%
Atria Investments LLC2,571$201.7K0.00%
EntryPoint Capital, LLC2,199$172.5K0.08%
International Assets Investment Management, LLC1,975$155.0K0.01%
Ashton Thomas Private Wealth, LLC1,554$121.9K0.01%
Abich Financial Wealth Management LLC1,464$114.8K0.08%
Quarry LP1,157$90.8K0.04%
Olistico Wealth, LLC1,097$86.1K0.05%
Innealta Capital, LLC549$43.1K0.01%
Cromwell Holdings LLC490$38.4K0.02%
Family Firm, Inc.419$32.9K0.01%
EdgeRock Capital LLC325$25.5K0.02%
Strategic Investment Solutions, Inc.189$15.4K0.00%
Cultivar Capital, Inc.196$15.4K0.01%
Redwood Wealth Management Group, LLC180$14.1K0.01%
Great Lakes Retirement, Inc.176$13.8K0.00%
Hobbs Group Advisors, LLC172$13.5K0.01%
New Millennium Group LLC136$10.7K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.123$9.65K0.00%
Coppell Advisory Solutions LLC122$9.57K0.00%
Painted Porch Advisors LLC119$9.34K0.01%
Financial Network Wealth Advisors LLC100$7.84K0.01%
South State Corp.57$4.47K0.00%
Unique Wealth Strategies, LLC51$4.40K0.00%
Sandy Spring Bank38$2.98K0.00%
Hallmark Capital Management Inc20$1.57K0.00%
Ruedi Wealth Management, Inc.8$6280.00%
Opal Wealth Advisors, LLC3$2360.00%
Y.D. More Investments Ltd117$240.00%

Sold out (55)

Institutions that held Principal Financial Group Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of PFG in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
American International Group, Inc.57,510$4.96M
Texas Permanent School Fund45,343$3.91M
Trexquant Investment LP35,126$3.03M
FORA Capital, LLC32,570$2.81M
Lighthouse Investment Partners, LLC25,122$2.17M
PEAK6 Investments LLC21,380$1.85M
Graham Capital Management, L.P.20,479$1.77M
Quantitative Investment Management, LLC17,475$1.51M
Axq Capital, LP13,787$1.19M
Lloyd Advisory Services, LLC.11,065$955.1K
Gsa Capital Partners LLP10,428$900.0K
Metropolitan Life Insurance Co8,845$763.4K
Great Diamond Partners, LLC6,700$578.3K
Simplex Trading, LLC4,477$386.0K
Qtron Investments LLC4,154$358.5K
Redhawk Wealth Advisors, Inc.4,125$356.0K
Fullerton Fund Management Co Ltd.3,689$318.4K
Headlands Technologies LLC3,651$315.1K
Lombard Odier Asset Management (Switzerland) SA3,228$278.6K
J.W. Cole Advisors, Inc.3,126$269.8K
Valeo Financial Advisors, LLC3,029$248.9K
CIBC World Markets Inc.2,811$243.0K
Mutual Advisors, LLC2,795$241.2K
Lincoln National Corp2,703$233.3K
Old National Bancorp2,676$231.0K
Commons Capital, LLC2,628$226.8K
Clarius Group, LLC2,613$225.5K
Robertson Stephens Wealth Management, LLC2,564$221.3K
Resurgent Financial Advisors LLC2,532$218.5K
NJ State Employees Deferred Compensation Plan2,500$215.8K
S&CO Inc2,500$215.0K
Wolverine Trading, LLC2,479$214.0K
Cigna Investments Inc2,456$212.0K
Axxcess Wealth Management, LLC2,435$210.2K
Integrated Wealth Concepts LLC2,424$209.2K
Northern Oak Wealth Management Inc2,410$208.0K
Hunter Associates Investment Management LLC2,411$208.0K
Vantage Consulting Group Inc2,378$205.2K
Systematic Portfolios LLC2,374$204.9K
Eads & Heald Wealth Management2,326$201.0K
Auxier Asset Management2,322$200.4K
Tobam745$64.0K
Fernwood Investment Management, LLC500$43.2K
Truvestments Capital LLC500$43.2K
Independence Bank of Kentucky280$24.2K
New Covenant Trust Company, N.A.200$17.3K
Peregrine Capital Management LLC160$13.8K
CoreFirst Bank & Trust150$12.9K
First Financial Corp140$12.1K
FWL Investment Management, LLC40$3.45K
Jamison Private Wealth Management, Inc.10$864
Tfo-TDC, LLC6$518
JJJ Advisors Inc.4$346
Sofos Investments, Inc.3$270
Caitlin John, LLC3$266

Not filed for Q2 2024 yet (7)

Institutions that held Principal Financial Group Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG429,065$37.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund123,051$10.6M
Degroof Petercam Asset Management20,000$1.73M
Cipher Capital LP13,333$1.15M
RIA Advisory Group LLC6,529$563.5K
CWA Asset Management Group, LLC5,297$457.2K
Pflug Koory, LLC285$24.6K