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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 36,800 | $2.89M | 0.01% | +36,800 | New |
| Advisors Asset Management, Inc. | 36,836 | $2.89M | 0.06% | −5,763−13.5% | Reduced |
| DnB Asset Management AS | 36,961 | $2.90M | 0.01% | +3,105+9.2% | Added |
| Tredje AP-fonden | 37,683 | $2.96M | 0.03% | −586−1.5% | Reduced |
| Walleye Capital LLC | 38,241 | $3.00M | 0.03% | +30,471+392.2% | Added |
| Marshall Wace, LLP | 38,337 | $3.01M | 0.00% | −471,471−92.5% | Reduced |
| Utah Retirement Systems | 38,613 | $3.03M | 0.04% | −2,500−6.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 40,125 | $3.15M | 0.17% | +4,506+12.7% | Added |
| Quantinno Capital Management LP | 41,049 | $3.22M | 0.06% | −869−2.1% | Reduced |
| Czech National Bank | 41,091 | $3.22M | 0.04% | +2,499+6.5% | Added |
| Envestnet Asset Management Inc | 42,183 | $3.31M | 0.00% | −21,500−33.8% | Reduced |
| CIBC World Markets Corp | 42,402 | $3.33M | 0.02% | −14,086−24.9% | Reduced |
| Xponance, Inc. | 42,744 | $3.35M | 0.03% | +2,578+6.4% | Added |
| Centiva Capital, LP | 43,055 | $3.38M | 0.16% | +21,038+95.6% | Added |
| Tower Research Capital LLC (TRC) | 43,393 | $3.40M | 0.06% | +40,011+1,183.1% | Added |
| ProShare Advisors LLC | 43,794 | $3.44M | 0.01% | +1,319+3.1% | Added |
| Ethic Inc. | 43,866 | $3.44M | 0.08% | −3,440−7.3% | Reduced |
| State of Alaska, Department of Revenue | 44,089 | $3.46M | 0.04% | −340−0.8% | Reduced |
| Baird Financial Group, Inc. | 44,538 | $3.49M | 0.01% | −158−0.4% | Reduced |
| British Columbia Investment Management Corp | 45,040 | $3.53M | 0.02% | +16,575+58.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 45,235 | $3.55M | 0.02% | −54,195−54.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,364 | $3.72M | 0.02% | −787−1.6% | Reduced |
| Retirement Systems of Alabama | 47,566 | $3.73M | 0.01% | −845−1.7% | Reduced |
| PGGM Investments | 48,179 | $3.78M | 0.05% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 49,543 | $3.89M | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 49,563 | $3.89M | 0.02% | −3,093−5.9% | Reduced |
| Forsta Ap-Fonden | 49,600 | $3.89M | 0.03% | −9,600−16.2% | Reduced |
| Creative Planning | 49,785 | $3.91M | 0.00% | +1,552+3.2% | Added |
| Renaissance Technologies LLC | 50,000 | $3.92M | 0.01% | −89,000−64.0% | Reduced |
| IFM Investors Pty Ltd | 51,533 | $4.04M | 0.04% | −645−1.2% | Reduced |
| Kinneret Advisory, LLC | 51,824 | $4.07M | 0.39% | +47,365+1,062.2% | Added |
| Point72 Asset Management, L.P. | 52,350 | $4.11M | 0.01% | −420,232−88.9% | Reduced |
| Advisor Group Holdings, Inc. | 52,801 | $4.14M | 0.01% | −7,776−12.8% | Reduced |
| Corebridge Financial, Inc. | 55,230 | $4.33M | 0.02% | +55,230 | New |
| Holocene Advisors, LP | 56,249 | $4.41M | 0.02% | −38,335−40.5% | Reduced |
| Hoylecohen, LLC | 56,617 | $4.44M | 0.34% | −4,377−7.2% | Reduced |
| Credit Agricole S A | 56,848 | $4.46M | 0.03% | +43,525+326.7% | Added |
| Wealthfront Advisers LLC | 56,860 | $4.46M | 0.02% | +10,879+23.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 57,043 | $4.48M | 0.01% | +57,043 | New |
| Cetera Investment Advisers | 57,293 | $4.49M | 0.01% | +3,714+6.9% | Added |
| KBC Group NV | 57,418 | $4.50M | 0.01% | −7,439−11.5% | Reduced |
| MetLife Investment Management | 57,827 | $4.54M | 0.03% | +6,125+11.8% | Added |
| Unison Advisors LLC | 57,940 | $4.55M | 0.57% | +599+1.0% | Added |
| Natixis | 58,264 | $4.57M | 0.03% | +15,939+37.7% | Added |
| State of Michigan Retirement System | 59,080 | $4.63M | 0.02% | −1,000−1.7% | Reduced |
| Dean Investment Associates, LLC | 59,296 | $4.65M | 0.66% | −3,077−4.9% | Reduced |
| First Trust Advisors LP | 59,887 | $4.70M | 0.00% | −102,680−63.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 60,694 | $4.76M | 0.01% | +756+1.3% | Added |
| Robeco Institutional Asset Management B.V. | 60,924 | $4.78M | 0.01% | −882−1.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 61,022 | $4.79M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 61,163 | $4.80M | 0.04% | −6,348−9.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 62,589 | $4.91M | 0.00% | +62,589 | New |
| La Banque Postale Asset Management SA | 63,930 | $5.02M | 0.21% | +1,163+1.9% | Added |
| Thrivent Financial for Lutherans | 64,226 | $5.04M | 0.01% | +52,071+428.4% | Added |
| Azimuth Capital Investment Management LLC | 64,460 | $5.06M | 0.21% | +3,650+6.0% | Added |
| Arizona State Retirement System | 64,596 | $5.07M | 0.03% | −979−1.5% | Reduced |
| USS Investment Management Ltd | 64,816 | $5.09M | 0.04% | +3,709+6.1% | Added |
| Commonwealth Equity Services, LLC | 71,413 | $5.60M | 0.01% | +5,384+8.2% | Added |
| Dorsey & Whitney Trust CO LLC | 72,290 | $5.67M | 0.39% | +1,481+2.1% | Added |
| Franklin Resources Inc | 72,510 | $5.69M | 0.00% | −473−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 73,272 | $5.75M | 0.04% | +65,607+855.9% | Added |
| Voya Investment Management LLC | 74,069 | $5.81M | 0.01% | +1,072+1.5% | Added |
| Resona Asset Management Co.,Ltd. | 74,007 | $5.82M | 0.04% | −6,293−7.8% | Reduced |
| Cubist Systematic Strategies, LLC | 75,778 | $5.94M | 0.10% | +43,548+135.1% | Added |
| Rafferty Asset Management, LLC | 75,833 | $5.95M | 0.02% | −1,317−1.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,367 | $6.07M | 0.02% | +29,363+61.2% | Added |
| Susquehanna International Group, LLP | 78,515 | $6.16M | 0.01% | +20,718+35.8% | Added |
| Natixis Advisors, L.P. | 78,879 | $6.19M | 0.01% | +11,169+16.5% | Added |
| DekaBank Deutsche Girozentrale | 78,575 | $6.19M | 0.01% | +1,960+2.6% | Added |
| State of New Jersey Common Pension Fund D | 79,008 | $6.20M | 0.03% | −43,445−35.5% | Reduced |
| National Bank of Canada | 79,685 | $6.21M | 0.01% | −39,324−33.0% | Reduced |
| Assenagon Asset Management S.A. | 80,866 | $6.34M | 0.02% | −97,829−54.7% | Reduced |
| TD Asset Management Inc | 80,906 | $6.35M | 0.01% | −11,409−12.4% | Reduced |
| Nisa Investment Advisors, LLC | 84,561 | $6.63M | 0.04% | −2,250−2.6% | Reduced |
| Raymond James & Associates | 85,391 | $6.70M | 0.00% | −2,450−2.8% | Reduced |
| Ci Investments Inc. | 86,354 | $6.77M | 0.03% | +718+0.8% | Added |
| Arjuna Capital | 86,484 | $6.78M | 1.83% | +10,300+13.5% | Added |
| Danske Bank A/S | 86,903 | $6.82M | 0.03% | −8,600−9.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 87,185 | $6.84M | 0.03% | −20.0% | Reduced |
| Standard Life Aberdeen plc | 89,006 | $6.98M | 0.01% | −10,848−10.9% | Reduced |
| Prana Capital Management, LP | 89,570 | $7.03M | 0.33% | +82,206+1,116.3% | Added |
| Mn Services Vermogensbeheer B.V. | 93,680 | $7.35M | 0.05% | −2,700−2.8% | Reduced |
| Asset Management One Co.,Ltd. | 94,512 | $7.41M | 0.03% | +2,225+2.4% | Added |
| Macquarie Group Ltd | 95,240 | $7.47M | 0.01% | −874−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 95,327 | $7.48M | 0.01% | +6,360+7.1% | Added |
| Korea Investment CORP | 95,641 | $7.50M | 0.02% | −21,094−18.1% | Reduced |
| Schroder Investment Management Group | 97,452 | $7.65M | 0.01% | +29,418+43.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,651 | $7.66M | 0.02% | +3,071+3.2% | Added |
| Bridgewater Associates, LP | 98,508 | $7.73M | 0.04% | +1,632+1.7% | Added |
| Engineers Gate Manager LP | 98,761 | $7.75M | 0.17% | −9,448−8.7% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 99,451 | $7.80M | 0.09% | +99,451 | New |
| LPL Financial LLC | 99,778 | $7.83M | 0.00% | +4,315+4.5% | Added |
| Nomura Asset Management Co Ltd | 100,337 | $7.87M | 0.03% | +3,400+3.5% | Added |
| Churchill Management Corp | 101,410 | $7.96M | 0.09% | −1,402−1.4% | Reduced |
| Royal London Asset Management Ltd | 103,280 | $8.10M | 0.02% | −8,784−7.8% | Reduced |
| Teacher Retirement System of Texas | 103,302 | $8.10M | 0.05% | +11,451+12.5% | Added |
| Treasurer of the State of North Carolina | 104,384 | $8.19M | 0.03% | −4,512−4.1% | Reduced |
| Worldquant Millennium Advisors LLC | 104,493 | $8.20M | 0.07% | −340.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 105,000 | $8.24M | 0.02% | +105,000 | New |
| NewSquare Capital LLC | 107,597 | $8.32M | 0.72% | +5,052+4.9% | Added |