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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 103,302 | $8.10M | 0.05% | +11,451+12.5% | Added |
| Royal London Asset Management Ltd | 103,280 | $8.10M | 0.02% | −8,784−7.8% | Reduced |
| Churchill Management Corp | 101,410 | $7.96M | 0.09% | −1,402−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 100,337 | $7.87M | 0.03% | +3,400+3.5% | Added |
| LPL Financial LLC | 99,778 | $7.83M | 0.00% | +4,315+4.5% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 99,451 | $7.80M | 0.09% | +99,451 | New |
| Engineers Gate Manager LP | 98,761 | $7.75M | 0.17% | −9,448−8.7% | Reduced |
| Bridgewater Associates, LP | 98,508 | $7.73M | 0.04% | +1,632+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,651 | $7.66M | 0.02% | +3,071+3.2% | Added |
| Schroder Investment Management Group | 97,452 | $7.65M | 0.01% | +29,418+43.2% | Added |
| Korea Investment CORP | 95,641 | $7.50M | 0.02% | −21,094−18.1% | Reduced |
| Ensign Peak Advisors, Inc | 95,327 | $7.48M | 0.01% | +6,360+7.1% | Added |
| Macquarie Group Ltd | 95,240 | $7.47M | 0.01% | −874−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 94,512 | $7.41M | 0.03% | +2,225+2.4% | Added |
| Mn Services Vermogensbeheer B.V. | 93,680 | $7.35M | 0.05% | −2,700−2.8% | Reduced |
| Prana Capital Management, LP | 89,570 | $7.03M | 0.33% | +82,206+1,116.3% | Added |
| Standard Life Aberdeen plc | 89,006 | $6.98M | 0.01% | −10,848−10.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 87,185 | $6.84M | 0.03% | −20.0% | Reduced |
| Danske Bank A/S | 86,903 | $6.82M | 0.03% | −8,600−9.0% | Reduced |
| Arjuna Capital | 86,484 | $6.78M | 1.83% | +10,300+13.5% | Added |
| Ci Investments Inc. | 86,354 | $6.77M | 0.03% | +718+0.8% | Added |
| Raymond James & Associates | 85,391 | $6.70M | 0.00% | −2,450−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 84,561 | $6.63M | 0.04% | −2,250−2.6% | Reduced |
| TD Asset Management Inc | 80,906 | $6.35M | 0.01% | −11,409−12.4% | Reduced |
| Assenagon Asset Management S.A. | 80,866 | $6.34M | 0.02% | −97,829−54.7% | Reduced |
| National Bank of Canada | 79,685 | $6.21M | 0.01% | −39,324−33.0% | Reduced |
| State of New Jersey Common Pension Fund D | 79,008 | $6.20M | 0.03% | −43,445−35.5% | Reduced |
| DekaBank Deutsche Girozentrale | 78,575 | $6.19M | 0.01% | +1,960+2.6% | Added |
| Natixis Advisors, L.P. | 78,879 | $6.19M | 0.01% | +11,169+16.5% | Added |
| Susquehanna International Group, LLP | 78,515 | $6.16M | 0.01% | +20,718+35.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,367 | $6.07M | 0.02% | +29,363+61.2% | Added |
| Rafferty Asset Management, LLC | 75,833 | $5.95M | 0.02% | −1,317−1.7% | Reduced |
| Cubist Systematic Strategies, LLC | 75,778 | $5.94M | 0.10% | +43,548+135.1% | Added |
| Resona Asset Management Co.,Ltd. | 74,007 | $5.82M | 0.04% | −6,293−7.8% | Reduced |
| Voya Investment Management LLC | 74,069 | $5.81M | 0.01% | +1,072+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 73,272 | $5.75M | 0.04% | +65,607+855.9% | Added |
| Franklin Resources Inc | 72,510 | $5.69M | 0.00% | −473−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 72,290 | $5.67M | 0.39% | +1,481+2.1% | Added |
| Commonwealth Equity Services, LLC | 71,413 | $5.60M | 0.01% | +5,384+8.2% | Added |
| USS Investment Management Ltd | 64,816 | $5.09M | 0.04% | +3,709+6.1% | Added |
| Arizona State Retirement System | 64,596 | $5.07M | 0.03% | −979−1.5% | Reduced |
| Azimuth Capital Investment Management LLC | 64,460 | $5.06M | 0.21% | +3,650+6.0% | Added |
| Thrivent Financial for Lutherans | 64,226 | $5.04M | 0.01% | +52,071+428.4% | Added |
| La Banque Postale Asset Management SA | 63,930 | $5.02M | 0.21% | +1,163+1.9% | Added |
| Arrowstreet Capital, Limited Partnership | 62,589 | $4.91M | 0.00% | +62,589 | New |
| Amalgamated Bank | 61,163 | $4.80M | 0.04% | −6,348−9.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 61,022 | $4.79M | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 60,924 | $4.78M | 0.01% | −882−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 60,694 | $4.76M | 0.01% | +756+1.3% | Added |
| First Trust Advisors LP | 59,887 | $4.70M | 0.00% | −102,680−63.2% | Reduced |
| Dean Investment Associates, LLC | 59,296 | $4.65M | 0.66% | −3,077−4.9% | Reduced |
| State of Michigan Retirement System | 59,080 | $4.63M | 0.02% | −1,000−1.7% | Reduced |
| Natixis | 58,264 | $4.57M | 0.03% | +15,939+37.7% | Added |
| Unison Advisors LLC | 57,940 | $4.55M | 0.57% | +599+1.0% | Added |
| MetLife Investment Management | 57,827 | $4.54M | 0.03% | +6,125+11.8% | Added |
| KBC Group NV | 57,418 | $4.50M | 0.01% | −7,439−11.5% | Reduced |
| Cetera Investment Advisers | 57,293 | $4.49M | 0.01% | +3,714+6.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 57,043 | $4.48M | 0.01% | +57,043 | New |
| Wealthfront Advisers LLC | 56,860 | $4.46M | 0.02% | +10,879+23.7% | Added |
| Credit Agricole S A | 56,848 | $4.46M | 0.03% | +43,525+326.7% | Added |
| Hoylecohen, LLC | 56,617 | $4.44M | 0.34% | −4,377−7.2% | Reduced |
| Holocene Advisors, LP | 56,249 | $4.41M | 0.02% | −38,335−40.5% | Reduced |
| Corebridge Financial, Inc. | 55,230 | $4.33M | 0.02% | +55,230 | New |
| Advisor Group Holdings, Inc. | 52,801 | $4.14M | 0.01% | −7,776−12.8% | Reduced |
| Point72 Asset Management, L.P. | 52,350 | $4.11M | 0.01% | −420,232−88.9% | Reduced |
| Kinneret Advisory, LLC | 51,824 | $4.07M | 0.39% | +47,365+1,062.2% | Added |
| IFM Investors Pty Ltd | 51,533 | $4.04M | 0.04% | −645−1.2% | Reduced |
| Renaissance Technologies LLC | 50,000 | $3.92M | 0.01% | −89,000−64.0% | Reduced |
| Creative Planning | 49,785 | $3.91M | 0.00% | +1,552+3.2% | Added |
| Forsta Ap-Fonden | 49,600 | $3.89M | 0.03% | −9,600−16.2% | Reduced |
| Comerica Bank | 49,563 | $3.89M | 0.02% | −3,093−5.9% | Reduced |
| Achmea Investment Management B.V. | 49,543 | $3.89M | 0.07% | 00.0% | Unchanged |
| PGGM Investments | 48,179 | $3.78M | 0.05% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 47,566 | $3.73M | 0.01% | −845−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,364 | $3.72M | 0.02% | −787−1.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 45,235 | $3.55M | 0.02% | −54,195−54.5% | Reduced |
| British Columbia Investment Management Corp | 45,040 | $3.53M | 0.02% | +16,575+58.2% | Added |
| Baird Financial Group, Inc. | 44,538 | $3.49M | 0.01% | −158−0.4% | Reduced |
| State of Alaska, Department of Revenue | 44,089 | $3.46M | 0.04% | −340−0.8% | Reduced |
| Ethic Inc. | 43,866 | $3.44M | 0.08% | −3,440−7.3% | Reduced |
| ProShare Advisors LLC | 43,794 | $3.44M | 0.01% | +1,319+3.1% | Added |
| Tower Research Capital LLC (TRC) | 43,393 | $3.40M | 0.06% | +40,011+1,183.1% | Added |
| Centiva Capital, LP | 43,055 | $3.38M | 0.16% | +21,038+95.6% | Added |
| Xponance, Inc. | 42,744 | $3.35M | 0.03% | +2,578+6.4% | Added |
| CIBC World Markets Corp | 42,402 | $3.33M | 0.02% | −14,086−24.9% | Reduced |
| Envestnet Asset Management Inc | 42,183 | $3.31M | 0.00% | −21,500−33.8% | Reduced |
| Czech National Bank | 41,091 | $3.22M | 0.04% | +2,499+6.5% | Added |
| Quantinno Capital Management LP | 41,049 | $3.22M | 0.06% | −869−2.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 40,125 | $3.15M | 0.17% | +4,506+12.7% | Added |
| Utah Retirement Systems | 38,613 | $3.03M | 0.04% | −2,500−6.1% | Reduced |
| Marshall Wace, LLP | 38,337 | $3.01M | 0.00% | −471,471−92.5% | Reduced |
| Walleye Capital LLC | 38,241 | $3.00M | 0.03% | +30,471+392.2% | Added |
| Tredje AP-fonden | 37,683 | $2.96M | 0.03% | −586−1.5% | Reduced |
| DnB Asset Management AS | 36,961 | $2.90M | 0.01% | +3,105+9.2% | Added |
| Advisors Asset Management, Inc. | 36,836 | $2.89M | 0.06% | −5,763−13.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 36,800 | $2.89M | 0.01% | +36,800 | New |
| Public Sector Pension Investment Board | 36,641 | $2.87M | 0.02% | +1,991+5.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,469 | $2.86M | 0.01% | −2,523−6.5% | Reduced |
| CI Private Wealth, LLC | 36,276 | $2.85M | 0.00% | +4,607+14.5% | Added |
| CIBC Asset Management Inc | 35,648 | $2.80M | 0.01% | −2,496−6.5% | Reduced |