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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 107,004 | $8.39M | 0.01% | −87,389−45.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 111,192 | $8.72M | 0.02% | −13,959−11.2% | Reduced |
| Public Employees Retirement System of Ohio | 115,032 | $9.02M | 0.04% | −14,884−11.5% | Reduced |
| Tudor Investment Corp Et Al | 117,568 | $9.22M | 0.10% | −245,164−67.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 117,722 | $9.24M | 0.03% | −3,727−3.1% | Reduced |
| AE Wealth Management LLC | 117,791 | $9.24M | 0.09% | −33,271−22.0% | Reduced |
| Capital Management Corp | 117,803 | $9.24M | 1.85% | +19,047+19.3% | Added |
| Aviva PLC | 119,526 | $9.38M | 0.03% | +20,176+20.3% | Added |
| AMG National Trust Bank | 120,797 | $9.48M | 0.26% | +20,219+20.1% | Added |
| Pictet Asset Management Holding SA | 121,587 | $9.54M | 0.01% | −4,458−3.5% | Reduced |
| Allianz Asset Management GmbH | 123,330 | $9.68M | 0.02% | +70,923+135.3% | Added |
| Goelzer Investment Management, Inc. | 125,751 | $9.87M | 0.55% | −1,234−1.0% | Reduced |
| Squarepoint Ops LLC | 127,390 | $9.99M | 0.04% | +25,156+24.6% | Added |
| Manufacturers Life Insurance Company, The | 130,191 | $10.2M | 0.01% | −3,855−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 130,631 | $10.2M | 0.16% | +15,166+13.1% | Added |
| Russell Investments Group, Ltd. | 131,167 | $10.3M | 0.02% | −1,876−1.4% | Reduced |
| Prudential Financial Inc | 136,883 | $10.7M | 0.02% | −20,331−12.9% | Reduced |
| Brandywine Global Investment Management, LLC | 138,411 | $10.9M | 0.08% | +4,554+3.4% | Added |
| State of Tennessee, Treasury Department | 144,349 | $11.3M | 0.04% | −2,556−1.7% | Reduced |
| Cambria Investment Management, L.P. | 144,946 | $11.4M | 0.69% | +3,548+2.5% | Added |
| Bank of Nova Scotia | 146,405 | $11.5M | 0.02% | +35,558+32.1% | Added |
| Interval Partners, LP | 155,945 | $12.2M | 0.36% | +82,755+113.1% | Added |
| Swedbank AB | 162,158 | $12.7M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 163,818 | $12.9M | 0.01% | −37,537−18.6% | Reduced |
| New York State Common Retirement Fund | 164,085 | $12.9M | 0.02% | +197+0.1% | Added |
| American Century Companies Inc | 166,052 | $13.0M | 0.01% | +65,385+65.0% | Added |
| State of Wisconsin Investment Board | 171,089 | $13.4M | 0.04% | +3,288+2.0% | Added |
| Swiss Life Asset Management Ltd | 177,636 | $13.9M | 0.16% | +9,466+5.6% | Added |
| Ameriprise Financial Inc | 177,701 | $13.9M | 0.00% | +664+0.4% | Added |
| SG Americas Securities, LLC | 178,635 | $14.0M | 0.09% | +65,070+57.3% | Added |
| Sound Income Strategies, LLC | 195,216 | $15.3M | 0.96% | +13,440+7.4% | Added |
| Wells Fargo & Company | 196,415 | $15.4M | 0.00% | +6,923+3.7% | Added |
| GW Henssler & Associates Ltd | 202,325 | $15.9M | 0.96% | +719+0.4% | Added |
| New York State Teachers Retirement System | 207,970 | $16.3M | 0.03% | −19,672−8.6% | Reduced |
| Storebrand Asset Management AS | 212,710 | $16.7M | 0.06% | −18,370−7.9% | Reduced |
| Canada Pension Plan Investment Board | 223,801 | $17.6M | 0.02% | −7,000−3.0% | Reduced |
| Principal Financial Group Inc | 224,460 | $17.6M | 0.01% | −7,919−3.4% | Reduced |
| AMF Pensionsforsakring AB | 225,808 | $17.7M | 0.13% | −82,500−26.8% | Reduced |
| Qube Research & Technologies Ltd | 227,818 | $17.9M | 0.03% | +46,796+25.9% | Added |
| ExodusPoint Capital Management, LP | 232,128 | $18.2M | 0.20% | +86,342+59.2% | Added |
| Jane Street Group, LLC | 232,568 | $18.2M | 0.02% | +182,329+362.9% | Added |
| Massachusetts Financial Services Co | 251,088 | $19.7M | 0.01% | +251,088 | New |
| Great West Life Assurance Co | 251,263 | $19.7M | 0.04% | −2,706−1.1% | Reduced |
| Alliancebernstein L.P. | 261,458 | $20.5M | 0.01% | −15,365−5.6% | Reduced |
| State Board of Administration of Florida Retirement System | 264,601 | $20.8M | 0.04% | −32,288−10.9% | Reduced |
| Citigroup Inc | 290,980 | $22.8M | 0.02% | +143,582+97.4% | Added |
| Intech Investment Management LLC | 298,562 | $23.4M | 0.29% | +63,747+27.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 304,226 | $23.9M | 0.03% | +29,688+10.8% | Added |
| Price T Rowe Associates Inc | 307,878 | $24.2M | 0.00% | +6,557+2.2% | Added |
| D. E. Shaw & Co., Inc. | 318,410 | $25.0M | 0.04% | −42,775−11.8% | Reduced |
| Acadian Asset Management LLC | 354,447 | $27.8M | 0.09% | +284,067+403.6% | Added |
| Bank of Montreal | 357,262 | $28.6M | 0.01% | +120,100+50.6% | Added |
| BNP Paribas Arbitrage, SA | 368,269 | $28.9M | 0.03% | +30,392+9.0% | Added |
| Fort Washington Investment Advisors Inc | 371,894 | $29.2M | 0.19% | −2,308−0.6% | Reduced |
| California State Teachers Retirement System | 372,974 | $29.3M | 0.04% | −17,017−4.4% | Reduced |
| Verition Fund Management LLC | 376,845 | $29.6M | 0.23% | +135,275+56.0% | Added |
| Man Group plc | 382,477 | $30.0M | 0.08% | −296,604−43.7% | Reduced |
| Trust Point Inc. | 384,871 | $30.2M | 2.42% | 00.0% | Unchanged |
| North Star Asset Management Inc | 397,812 | $31.2M | 1.48% | −920−0.2% | Reduced |
| National Pension Service | 410,037 | $32.2M | 0.04% | +3,939+1.0% | Added |
| California Public Employees Retirement System | 413,609 | $32.4M | 0.02% | −19,075−4.4% | Reduced |
| AustralianSuper Pty Ltd | 424,643 | $33.3M | 0.19% | +49,377+13.2% | Added |
| Victory Capital Management Inc | 434,697 | $34.1M | 0.03% | −5,240−1.2% | Reduced |
| Rhumbline Advisers | 478,129 | $37.5M | 0.04% | +2,487+0.5% | Added |
| FMR LLC | 523,469 | $41.1M | 0.00% | +1,179+0.2% | Added |
| Nuveen Asset Management, LLC | 557,299 | $43.7M | 0.01% | −54,666−8.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 571,488 | $44.8M | 0.03% | −121,206−17.5% | Reduced |
| Voloridge Investment Management, LLC | 664,269 | $52.1M | 0.19% | −30,605−4.4% | Reduced |
| Swiss National Bank | 696,200 | $54.6M | 0.04% | −17,800−2.5% | Reduced |
| Millennium Management LLC | 716,601 | $56.2M | 0.05% | −55,132−7.1% | Reduced |
| Barclays PLC | 718,493 | $56.4M | 0.03% | −117,373−14.0% | Reduced |
| Amundi | 853,694 | $67.6M | 0.03% | −553,213−39.3% | Reduced |
| UBS Group AG | 874,505 | $68.6M | 0.02% | −67,441−7.2% | Reduced |
| Deutsche Bank AG | 1,004,825 | $78.8M | 0.04% | +298,265+42.2% | Added |
| Royal Bank of Canada | 1,097,107 | $86.1M | 0.02% | −34,464−3.0% | Reduced |
| Mairs & Power Inc | 1,207,976 | $94.8M | 0.92% | −20,338−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,384,888 | $108.6M | 0.02% | +20,854+1.5% | Added |
| HSBC Holdings PLC | 1,443,115 | $113.4M | 0.07% | −16,962−1.2% | Reduced |
| Goldman Sachs Group Inc | 1,489,728 | $116.9M | 0.02% | +103,747+7.5% | Added |
| UBS Asset Management Americas Inc | 1,679,343 | $131.7M | 0.04% | +483,534+40.4% | Added |
| Legal & General Group Plc | 1,736,683 | $136.2M | 0.04% | −101,962−5.5% | Reduced |
| Bank of New York Mellon Corp | 1,903,138 | $149.3M | 0.03% | +53,516+2.9% | Added |
| JPMorgan Chase & Co | 2,343,840 | $183.9M | 0.02% | +86,512+3.8% | Added |
| Invesco Ltd. | 2,605,800 | $204.4M | 0.04% | −76,432−2.8% | Reduced |
| Morgan Stanley | 2,867,685 | $225.0M | 0.02% | +162,944+6.0% | Added |
| Norges Bank | 3,251,668 | $255.1M | 0.04% | +271,245+9.1% | Added |
| Northern Trust Corp | 3,489,868 | $273.8M | 0.05% | −90,738−2.5% | Reduced |
| Dimensional Fund Advisors LP | 3,905,124 | $306.4M | 0.08% | +39,854+1.0% | Added |
| Wellington Management Group LLP | 4,434,395 | $347.9M | 0.06% | −48,846−1.1% | Reduced |
| Geode Capital Management, LLC | 5,429,454 | $424.8M | 0.04% | +26,087+0.5% | Added |
| Capital Research Global Investors | 6,603,902 | $518.1M | 0.11% | +1,6040.0% | Added |
| State Street Corp | 9,558,150 | $749.8M | 0.03% | −98,963−1.0% | Reduced |
| Bank of America Corp | 10,716,882 | $840.7M | 0.08% | −251,382−2.3% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.42B | 62.53% | 00.0% | Unchanged |
| BlackRock Inc. | 19,763,056 | $1.55B | 0.04% | +331,151+1.7% | Added |
| Vanguard Group Inc | 27,749,824 | $2.18B | 0.04% | −287,704−1.0% | Reduced |
| American International Group, Inc. | 0 | $0 | 0.00% | −57,510−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −45,343−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,126−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −32,570−100.0% | Sold out |