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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −25,122−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −21,380−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −20,479−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −17,475−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,787−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −11,065−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,428−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −8,845−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,477−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −4,154−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −3,689−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,029−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −2,628−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −2,613−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| S&CO Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −2,456−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Auxier Asset Management | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| RIA Advisory Group LLC | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| Pflug Koory, LLC | – | – | – | – | Not filed |