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 |
|---|---|---|---|---|---|
| Midland Wealth Advisors LLC | 15,574 | $1.22M | 0.07% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 15,704 | $1.23M | 0.03% | +15,704 | New |
| Pacer Advisors, Inc. | 15,868 | $1.24M | 0.00% | +655+4.3% | Added |
| Mirabella Financial Services LLP | 15,903 | $1.25M | 0.09% | −15,397−49.2% | Reduced |
| Jefferies Financial Group Inc. | 16,070 | $1.26M | 0.02% | +16,070 | New |
| Montag A & Associates Inc | 16,192 | $1.27M | 0.06% | −1,049−6.1% | Reduced |
| Toroso Investments, LLC | 16,216 | $1.27M | 0.02% | −10,631−39.6% | Reduced |
| Kentucky Retirement Systems | 16,249 | $1.27M | 0.04% | −408−2.4% | Reduced |
| Redwood Investment Management, LLC | 17,532 | $1.28M | 0.11% | +17,532 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,372 | $1.29M | 0.01% | −1,690−9.4% | Reduced |
| Stifel Financial Corp | 16,472 | $1.29M | 0.00% | −5,197−24.0% | Reduced |
| Mizuho Securities USA LLC | 16,627 | $1.30M | 0.03% | +16,627 | New |
| Greenwood Capital Associates LLC | 16,937 | $1.33M | 0.17% | −118−0.7% | Reduced |
| GoalVest Advisory LLC | 17,064 | $1.34M | 0.43% | −643−3.6% | Reduced |
| ISAM Funds (UK) Ltd | 17,243 | $1.35M | 1.01% | +17,243 | New |
| WBI Investments | 17,571 | $1.38M | 0.33% | +17,571 | New |
| Teachers Retirement System of the State of Kentucky | 17,719 | $1.39M | 0.01% | −520−2.9% | Reduced |
| Columbus Macro, LLC | 18,053 | $1.42M | 0.55% | −861−4.6% | Reduced |
| Kestra Advisory Services, LLC | 18,123 | $1.42M | 0.01% | +532+3.0% | Added |
| Rockefeller Capital Management L.P. | 18,225 | $1.43M | 0.00% | +18,225 | New |
| Maryland State Retirement & Pension System | 18,456 | $1.45M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 18,473 | $1.45M | 0.03% | −300−1.6% | Reduced |
| Nordea Investment Management AB | 18,240 | $1.45M | 0.00% | +1,127+6.6% | Added |
| Sound View Wealth Advisors Group, LLC | 18,815 | $1.48M | 0.15% | +1,465+8.4% | Added |
| Janney Montgomery Scott LLC | 18,831 | $1.48M | 0.00% | +504+2.8% | Added |
| Inceptionr LLC | 19,276 | $1.51M | 0.43% | +19,276 | New |
| Bessemer Group Inc | 19,299 | $1.51M | 0.00% | −124−0.6% | Reduced |
| Federated Hermes, Inc. | 19,430 | $1.52M | 0.00% | +1,370+7.6% | Added |
| Kestra Private Wealth Services, LLC | 19,928 | $1.56M | 0.03% | +3,516+21.4% | Added |
| Elo Mutual Pension Insurance Co | 19,948 | $1.56M | 0.04% | −1,836−8.4% | Reduced |
| Gulf International Bank (UK) Ltd | 20,058 | $1.57M | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 20,127 | $1.58M | 0.01% | −25,567−56.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 20,918 | $1.64M | 1.56% | −322−1.5% | Reduced |
| QRG Capital Management, Inc. | 20,991 | $1.65M | 0.02% | −3,365−13.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,744 | $1.71M | 0.00% | +6,735+44.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 21,791 | $1.71M | 0.36% | +2,904+15.4% | Added |
| Nebula Research & Development LLC | 22,502 | $1.77M | 0.29% | +22,502 | New |
| MAI Capital Management | 22,545 | $1.77M | 0.02% | +81+0.4% | Added |
| STRS Ohio | 22,641 | $1.78M | 0.01% | −1,098−4.6% | Reduced |
| Citadel Advisors LLC | 22,705 | $1.78M | 0.00% | −644,135−96.6% | Reduced |
| JustInvest LLC | 23,150 | $1.80M | 0.03% | +1,509+7.0% | Added |
| Lecap Asset Management Ltd | 22,951 | $1.80M | 0.39% | −12,539−35.3% | Reduced |
| HRT Financial LP | 22,987 | $1.80M | 0.01% | −334,120−93.6% | Reduced |
| Diversified Trust Co | 23,215 | $1.82M | 0.05% | +710+3.2% | Added |
| APG Asset Management N.V. | 24,975 | $1.83M | 0.00% | +15,500+163.6% | Added |
| UniSuper Management Pty Ltd | 23,353 | $1.83M | 0.02% | +8,926+61.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,448 | $1.84M | 0.02% | +401+1.7% | Added |
| Commerce Bank | 23,675 | $1.86M | 0.01% | +2,470+11.6% | Added |
| Wedge Capital Management L L P | 23,781 | $1.87M | 0.03% | −387−1.6% | Reduced |
| US Bancorp | 23,834 | $1.87M | 0.00% | −323−1.3% | Reduced |
| Candriam Luxembourg S.C.A. | 24,026 | $1.88M | 0.01% | +5,223+27.8% | Added |
| Public Employees Retirement Association of Colorado | 24,295 | $1.91M | 0.01% | −1,013−4.0% | Reduced |
| AXA S.A. | 24,350 | $1.91M | 0.01% | +24,350 | New |
| Two Sigma Investments, LP | 24,688 | $1.94M | 0.00% | +24,688 | New |
| Hohimer Wealth Management, LLC | 24,724 | $1.94M | 0.45% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 24,892 | $1.95M | 0.15% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 25,139 | $1.97M | 0.05% | +25,139 | New |
| Brevan Howard Capital Management LP | 25,162 | $1.97M | 0.13% | +2,513+11.1% | Added |
| Jump Financial, LLC | 25,232 | $1.98M | 0.04% | +2,309+10.1% | Added |
| SEI Investments Co | 25,237 | $1.98M | 0.00% | +962+4.0% | Added |
| Dynamic Technology Lab Private Ltd | 25,334 | $1.99M | 0.22% | +25,334 | New |
| Ossiam | 25,598 | $2.01M | 0.04% | −5,690−18.2% | Reduced |
| Twinbeech Capital LP | 25,630 | $2.01M | 0.04% | +25,630 | New |
| Campbell & CO Investment Adviser LLC | 25,711 | $2.02M | 0.17% | −17,345−40.3% | Reduced |
| Centric Wealth Management | 24,774 | $2.02M | 0.58% | +1,609+6.9% | Added |
| Mercer Global Advisors Inc | 20,215 | $2.04M | 0.01% | −2,025−9.1% | Reduced |
| Private Advisor Group, LLC | 26,231 | $2.06M | 0.01% | −1,740−6.2% | Reduced |
| Cornercap Investment Counsel Inc | 26,583 | $2.09M | 0.34% | +23,048+652.0% | Added |
| Point72 Hong Kong Ltd | 26,751 | $2.10M | 0.13% | +26,751 | New |
| Cerity Partners LLC | 26,761 | $2.10M | 0.01% | −1,045−3.8% | Reduced |
| Financial Advisory Service, Inc. | 26,847 | $2.11M | 0.18% | +496+1.9% | Added |
| Quest Partners LLC | 27,056 | $2.12M | 0.29% | +13,145+94.5% | Added |
| Daiwa Securities Group Inc. | 27,066 | $2.12M | 0.01% | +1,652+6.5% | Added |
| Mutual of America Capital Management LLC | 27,193 | $2.13M | 0.02% | −1,565−5.4% | Reduced |
| Nissay Asset Management Corp | 27,370 | $2.15M | 0.01% | +366+1.4% | Added |
| Ostrum Asset Management | 27,741 | $2.18M | 0.19% | +12,808+85.8% | Added |
| Mariner, LLC | 28,178 | $2.21M | 0.00% | +1,389+5.2% | Added |
| Point72 (DIFC) Ltd | 28,246 | $2.22M | 0.20% | −6,262−18.1% | Reduced |
| Pathstone Holdings, LLC | 28,385 | $2.23M | 0.01% | −1,530−5.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,419 | $2.23M | 0.02% | +1,017+3.7% | Added |
| Argent Trust Co | 28,467 | $2.23M | 0.10% | +1,772+6.6% | Added |
| Janus Henderson Group PLC | 29,258 | $2.30M | 0.00% | −1,235−4.1% | Reduced |
| Stoneridge Investment Partners LLC | 29,300 | $2.30M | 0.87% | +29,300 | New |
| Yousif Capital Management, LLC | 30,411 | $2.39M | 0.03% | −879−2.8% | Reduced |
| Captrust Financial Advisors | 30,428 | $2.39M | 0.01% | −157−0.5% | Reduced |
| Quantbot Technologies LP | 30,718 | $2.41M | 0.12% | +18,012+141.8% | Added |
| Mackenzie Financial Corp | 31,278 | $2.45M | 0.00% | −853−2.7% | Reduced |
| Cresset Asset Management, LLC | 31,577 | $2.48M | 0.01% | +12,387+64.5% | Added |
| Neuberger Berman Group LLC | 31,650 | $2.48M | 0.00% | −7,277−18.7% | Reduced |
| Dakota Wealth Management | 32,271 | $2.53M | 0.06% | −50.0% | Reduced |
| New York Life Investment Management LLC | 33,289 | $2.61M | 0.03% | −245−0.7% | Reduced |
| Foster & Motley Inc | 33,611 | $2.64M | 0.18% | −896−2.6% | Reduced |
| Avantax Planning Partners, Inc. | 34,586 | $2.71M | 0.09% | +20.0% | Added |
| O'Shaughnessy Asset Management, LLC | 34,629 | $2.72M | 0.03% | −178,153−83.7% | Reduced |
| Freestone Capital Holdings, LLC | 34,974 | $2.74M | 0.10% | +659+1.9% | Added |
| Alaska Permanent Fund Corp | 33,843 | $2.76M | 0.04% | +907+2.8% | Added |
| CIBC Asset Management Inc | 35,648 | $2.80M | 0.01% | −2,496−6.5% | Reduced |
| CI Private Wealth, LLC | 36,276 | $2.85M | 0.00% | +4,607+14.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,469 | $2.86M | 0.01% | −2,523−6.5% | Reduced |
| Public Sector Pension Investment Board | 36,641 | $2.87M | 0.02% | +1,991+5.7% | Added |