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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 33,843 | $2.76M | 0.04% | +907+2.8% | Added |
| Freestone Capital Holdings, LLC | 34,974 | $2.74M | 0.10% | +659+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 34,629 | $2.72M | 0.03% | −178,153−83.7% | Reduced |
| Avantax Planning Partners, Inc. | 34,586 | $2.71M | 0.09% | +20.0% | Added |
| Foster & Motley Inc | 33,611 | $2.64M | 0.18% | −896−2.6% | Reduced |
| New York Life Investment Management LLC | 33,289 | $2.61M | 0.03% | −245−0.7% | Reduced |
| Dakota Wealth Management | 32,271 | $2.53M | 0.06% | −50.0% | Reduced |
| Neuberger Berman Group LLC | 31,650 | $2.48M | 0.00% | −7,277−18.7% | Reduced |
| Cresset Asset Management, LLC | 31,577 | $2.48M | 0.01% | +12,387+64.5% | Added |
| Mackenzie Financial Corp | 31,278 | $2.45M | 0.00% | −853−2.7% | Reduced |
| Quantbot Technologies LP | 30,718 | $2.41M | 0.12% | +18,012+141.8% | Added |
| Captrust Financial Advisors | 30,428 | $2.39M | 0.01% | −157−0.5% | Reduced |
| Yousif Capital Management, LLC | 30,411 | $2.39M | 0.03% | −879−2.8% | Reduced |
| Stoneridge Investment Partners LLC | 29,300 | $2.30M | 0.87% | +29,300 | New |
| Janus Henderson Group PLC | 29,258 | $2.30M | 0.00% | −1,235−4.1% | Reduced |
| Argent Trust Co | 28,467 | $2.23M | 0.10% | +1,772+6.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 28,419 | $2.23M | 0.02% | +1,017+3.7% | Added |
| Pathstone Holdings, LLC | 28,385 | $2.23M | 0.01% | −1,530−5.1% | Reduced |
| Point72 (DIFC) Ltd | 28,246 | $2.22M | 0.20% | −6,262−18.1% | Reduced |
| Mariner, LLC | 28,178 | $2.21M | 0.00% | +1,389+5.2% | Added |
| Ostrum Asset Management | 27,741 | $2.18M | 0.19% | +12,808+85.8% | Added |
| Nissay Asset Management Corp | 27,370 | $2.15M | 0.01% | +366+1.4% | Added |
| Mutual of America Capital Management LLC | 27,193 | $2.13M | 0.02% | −1,565−5.4% | Reduced |
| Daiwa Securities Group Inc. | 27,066 | $2.12M | 0.01% | +1,652+6.5% | Added |
| Quest Partners LLC | 27,056 | $2.12M | 0.29% | +13,145+94.5% | Added |
| Financial Advisory Service, Inc. | 26,847 | $2.11M | 0.18% | +496+1.9% | Added |
| Cerity Partners LLC | 26,761 | $2.10M | 0.01% | −1,045−3.8% | Reduced |
| Point72 Hong Kong Ltd | 26,751 | $2.10M | 0.13% | +26,751 | New |
| Cornercap Investment Counsel Inc | 26,583 | $2.09M | 0.34% | +23,048+652.0% | Added |
| Private Advisor Group, LLC | 26,231 | $2.06M | 0.01% | −1,740−6.2% | Reduced |
| Mercer Global Advisors Inc | 20,215 | $2.04M | 0.01% | −2,025−9.1% | Reduced |
| Centric Wealth Management | 24,774 | $2.02M | 0.58% | +1,609+6.9% | Added |
| Campbell & CO Investment Adviser LLC | 25,711 | $2.02M | 0.17% | −17,345−40.3% | Reduced |
| Twinbeech Capital LP | 25,630 | $2.01M | 0.04% | +25,630 | New |
| Ossiam | 25,598 | $2.01M | 0.04% | −5,690−18.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,334 | $1.99M | 0.22% | +25,334 | New |
| SEI Investments Co | 25,237 | $1.98M | 0.00% | +962+4.0% | Added |
| Jump Financial, LLC | 25,232 | $1.98M | 0.04% | +2,309+10.1% | Added |
| Brevan Howard Capital Management LP | 25,162 | $1.97M | 0.13% | +2,513+11.1% | Added |
| Kingsview Wealth Management, LLC | 25,139 | $1.97M | 0.05% | +25,139 | New |
| Siemens Fonds Invest GmbH | 24,892 | $1.95M | 0.15% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 24,724 | $1.94M | 0.45% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 24,688 | $1.94M | 0.00% | +24,688 | New |
| AXA S.A. | 24,350 | $1.91M | 0.01% | +24,350 | New |
| Public Employees Retirement Association of Colorado | 24,295 | $1.91M | 0.01% | −1,013−4.0% | Reduced |
| Candriam Luxembourg S.C.A. | 24,026 | $1.88M | 0.01% | +5,223+27.8% | Added |
| US Bancorp | 23,834 | $1.87M | 0.00% | −323−1.3% | Reduced |
| Wedge Capital Management L L P | 23,781 | $1.87M | 0.03% | −387−1.6% | Reduced |
| Commerce Bank | 23,675 | $1.86M | 0.01% | +2,470+11.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,448 | $1.84M | 0.02% | +401+1.7% | Added |
| UniSuper Management Pty Ltd | 23,353 | $1.83M | 0.02% | +8,926+61.9% | Added |
| APG Asset Management N.V. | 24,975 | $1.83M | 0.00% | +15,500+163.6% | Added |
| Diversified Trust Co | 23,215 | $1.82M | 0.05% | +710+3.2% | Added |
| HRT Financial LP | 22,987 | $1.80M | 0.01% | −334,120−93.6% | Reduced |
| Lecap Asset Management Ltd | 22,951 | $1.80M | 0.39% | −12,539−35.3% | Reduced |
| JustInvest LLC | 23,150 | $1.80M | 0.03% | +1,509+7.0% | Added |
| Citadel Advisors LLC | 22,705 | $1.78M | 0.00% | −644,135−96.6% | Reduced |
| STRS Ohio | 22,641 | $1.78M | 0.01% | −1,098−4.6% | Reduced |
| MAI Capital Management | 22,545 | $1.77M | 0.02% | +81+0.4% | Added |
| Nebula Research & Development LLC | 22,502 | $1.77M | 0.29% | +22,502 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 21,791 | $1.71M | 0.36% | +2,904+15.4% | Added |
| Northwestern Mutual Wealth Management Co | 21,744 | $1.71M | 0.00% | +6,735+44.9% | Added |
| QRG Capital Management, Inc. | 20,991 | $1.65M | 0.02% | −3,365−13.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 20,918 | $1.64M | 1.56% | −322−1.5% | Reduced |
| Handelsbanken Fonder AB | 20,127 | $1.58M | 0.01% | −25,567−56.0% | Reduced |
| Gulf International Bank (UK) Ltd | 20,058 | $1.57M | 0.04% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 19,948 | $1.56M | 0.04% | −1,836−8.4% | Reduced |
| Kestra Private Wealth Services, LLC | 19,928 | $1.56M | 0.03% | +3,516+21.4% | Added |
| Federated Hermes, Inc. | 19,430 | $1.52M | 0.00% | +1,370+7.6% | Added |
| Bessemer Group Inc | 19,299 | $1.51M | 0.00% | −124−0.6% | Reduced |
| Inceptionr LLC | 19,276 | $1.51M | 0.43% | +19,276 | New |
| Janney Montgomery Scott LLC | 18,831 | $1.48M | 0.00% | +504+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 18,815 | $1.48M | 0.15% | +1,465+8.4% | Added |
| Nordea Investment Management AB | 18,240 | $1.45M | 0.00% | +1,127+6.6% | Added |
| Oregon Public Employees Retirement Fund | 18,473 | $1.45M | 0.03% | −300−1.6% | Reduced |
| Maryland State Retirement & Pension System | 18,456 | $1.45M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,225 | $1.43M | 0.00% | +18,225 | New |
| Kestra Advisory Services, LLC | 18,123 | $1.42M | 0.01% | +532+3.0% | Added |
| Columbus Macro, LLC | 18,053 | $1.42M | 0.55% | −861−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,719 | $1.39M | 0.01% | −520−2.9% | Reduced |
| WBI Investments | 17,571 | $1.38M | 0.33% | +17,571 | New |
| ISAM Funds (UK) Ltd | 17,243 | $1.35M | 1.01% | +17,243 | New |
| GoalVest Advisory LLC | 17,064 | $1.34M | 0.43% | −643−3.6% | Reduced |
| Greenwood Capital Associates LLC | 16,937 | $1.33M | 0.17% | −118−0.7% | Reduced |
| Mizuho Securities USA LLC | 16,627 | $1.30M | 0.03% | +16,627 | New |
| Stifel Financial Corp | 16,472 | $1.29M | 0.00% | −5,197−24.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,372 | $1.29M | 0.01% | −1,690−9.4% | Reduced |
| Redwood Investment Management, LLC | 17,532 | $1.28M | 0.11% | +17,532 | New |
| Kentucky Retirement Systems | 16,249 | $1.27M | 0.04% | −408−2.4% | Reduced |
| Toroso Investments, LLC | 16,216 | $1.27M | 0.02% | −10,631−39.6% | Reduced |
| Montag A & Associates Inc | 16,192 | $1.27M | 0.06% | −1,049−6.1% | Reduced |
| Jefferies Financial Group Inc. | 16,070 | $1.26M | 0.02% | +16,070 | New |
| Mirabella Financial Services LLP | 15,903 | $1.25M | 0.09% | −15,397−49.2% | Reduced |
| Pacer Advisors, Inc. | 15,868 | $1.24M | 0.00% | +655+4.3% | Added |
| MBB Public Markets I LLC | 15,704 | $1.23M | 0.03% | +15,704 | New |
| Midland Wealth Advisors LLC | 15,574 | $1.22M | 0.07% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 14,999 | $1.19M | 0.01% | +14,999 | New |
| RSM US Wealth Management LLC | 15,097 | $1.18M | 0.02% | +6,571+77.1% | Added |
| Crossmark Global Holdings, Inc. | 14,980 | $1.18M | 0.02% | −870−5.5% | Reduced |
| Resources Investment Advisors, LLC. | 14,392 | $1.13M | 0.01% | +184+1.3% | Added |