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, Q3 2024
Institutional positions in Principal Financial Group Inc as of Sep 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
- 786
- −1 vs. Q2 2024
- Shares held
- 164.2M
- +18.5M (+12.7%) vs. Q2 2024
- Total value
- $14.1B
- +$2.66B (+23.3%) vs. Q2 2024
- New holders
- 81
- 255 more added
- Sold out
- 82
- 291 more reduced
9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,505,946 | $2.36B | 0.04% | −243,878−0.9% | Reduced |
| BlackRock, Inc. | 19,894,372 | $1.71B | 0.04% | +19,894,372 | New |
| Nippon Life Insurance Co | 18,137,000 | $1.56B | 63.51% | 00.0% | Unchanged |
| Bank of America Corp | 11,131,044 | $956.2M | 0.08% | +414,162+3.9% | Added |
| State Street Corp | 9,540,838 | $819.6M | 0.03% | −17,312−0.2% | Reduced |
| Geode Capital Management, LLC | 5,414,177 | $463.5M | 0.04% | −15,277−0.3% | Reduced |
| Capital Research Global Investors | 4,957,868 | $425.9M | 0.09% | −1,646,034−24.9% | Reduced |
| Wellington Management Group LLP | 4,371,243 | $375.5M | 0.07% | −63,152−1.4% | Reduced |
| Dimensional Fund Advisors LP | 3,934,521 | $338.0M | 0.08% | +29,397+0.8% | Added |
| Northern Trust Corp | 3,336,314 | $286.6M | 0.05% | −153,554−4.4% | Reduced |
| Invesco Ltd. | 3,287,511 | $282.4M | 0.05% | +681,711+26.2% | Added |
| Norges Bank | 3,282,849 | $282.0M | 0.04% | +31,181+1.0% | Added |
| Morgan Stanley | 2,903,286 | $249.4M | 0.02% | +35,601+1.2% | Added |
| JPMorgan Chase & Co | 2,462,562 | $211.5M | 0.02% | +118,722+5.1% | Added |
| Bank of New York Mellon Corp | 1,879,936 | $161.5M | 0.03% | −23,202−1.2% | Reduced |
| Legal & General Group Plc | 1,738,860 | $149.4M | 0.04% | +2,177+0.1% | Added |
| Goldman Sachs Group Inc | 1,732,975 | $148.9M | 0.03% | +243,247+16.3% | Added |
| UBS Asset Management Americas Inc | 1,667,361 | $143.2M | 0.04% | −11,982−0.7% | Reduced |
| HSBC Holdings PLC | 1,453,967 | $124.9M | 0.08% | +10,852+0.8% | Added |
| Charles Schwab Investment Management Inc | 1,403,689 | $120.6M | 0.02% | +18,801+1.4% | Added |
| Amundi | 1,095,396 | $94.1M | 0.03% | +241,702+28.3% | Added |
| Royal Bank of Canada | 977,117 | $83.9M | 0.02% | −119,990−10.9% | Reduced |
| UBS Group AG | 966,835 | $83.1M | 0.02% | +92,330+10.6% | Added |
| Mairs & Power Inc | 869,978 | $74.7M | 0.70% | −337,998−28.0% | Reduced |
| Voloridge Investment Management, LLC | 862,104 | $74.1M | 0.27% | +197,835+29.8% | Added |
| Deutsche Bank AG | 854,188 | $73.4M | 0.03% | −150,637−15.0% | Reduced |
| Barclays PLC | 806,672 | $69.3M | 0.03% | +88,179+12.3% | Added |
| Swiss National Bank | 695,900 | $59.8M | 0.04% | −3000.0% | Reduced |
| Millennium Management LLC | 609,710 | $52.4M | 0.05% | −106,891−14.9% | Reduced |
| Nuveen Asset Management, LLC | 561,287 | $48.2M | 0.01% | +3,988+0.7% | Added |
| AustralianSuper Pty Ltd | 540,212 | $46.4M | 0.23% | +115,569+27.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 522,860 | $44.9M | 0.03% | −48,628−8.5% | Reduced |
| Bank of Montreal | 503,735 | $43.4M | 0.02% | +146,473+41.0% | Added |
| FMR LLC | 503,233 | $43.2M | 0.00% | −20,236−3.9% | Reduced |
| Massachusetts Financial Services Co | 466,133 | $40.0M | 0.01% | +215,045+85.6% | Added |
| Rhumbline Advisers | 464,423 | $39.9M | 0.04% | −13,706−2.9% | Reduced |
| Trust Point Inc. | 420,332 | $36.1M | 2.71% | +35,461+9.2% | Added |
| California Public Employees Retirement System | 408,499 | $35.1M | 0.02% | −5,110−1.2% | Reduced |
| Victory Capital Management Inc | 399,739 | $34.3M | 0.03% | −34,958−8.0% | Reduced |
| North Star Asset Management Inc | 396,573 | $34.1M | 1.53% | −1,239−0.3% | Reduced |
| National Pension Service | 377,592 | $32.4M | 0.03% | −32,445−7.9% | Reduced |
| Fort Washington Investment Advisors Inc | 376,483 | $32.3M | 0.20% | +4,589+1.2% | Added |
| California State Teachers Retirement System | 368,045 | $31.6M | 0.04% | −4,929−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 367,845 | $31.6M | 0.03% | −424−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 339,362 | $29.2M | 0.03% | +35,136+11.5% | Added |
| Price T Rowe Associates Inc | 302,913 | $26.0M | 0.00% | −4,965−1.6% | Reduced |
| AMF Pensionsforsakring AB | 290,723 | $25.0M | 0.18% | +64,915+28.7% | Added |
| Acadian Asset Management LLC | 279,816 | $24.0M | 0.07% | −74,631−21.1% | Reduced |
| Wells Fargo & Company | 259,471 | $22.3M | 0.01% | +63,056+32.1% | Added |
| Korea Investment CORP | 258,366 | $22.2M | 0.05% | +162,725+170.1% | Added |
| Alliancebernstein L.P. | 255,583 | $22.0M | 0.01% | −5,875−2.2% | Reduced |
| Great West Life Assurance Co | 254,858 | $21.9M | 0.04% | +3,595+1.4% | Added |
| Citigroup Inc | 243,993 | $21.0M | 0.02% | −46,987−16.1% | Reduced |
| State Board of Administration of Florida Retirement System | 240,901 | $20.7M | 0.04% | −23,700−9.0% | Reduced |
| Intech Investment Management LLC | 233,758 | $20.1M | 0.22% | −64,804−21.7% | Reduced |
| Principal Financial Group Inc | 231,277 | $19.9M | 0.01% | +6,817+3.0% | Added |
| Verition Fund Management LLC | 226,796 | $19.5M | 0.13% | −150,049−39.8% | Reduced |
| Man Group plc | 219,133 | $18.8M | 0.05% | −163,344−42.7% | Reduced |
| Storebrand Asset Management AS | 213,999 | $18.4M | 0.06% | +1,289+0.6% | Added |
| American Century Companies Inc | 211,929 | $18.2M | 0.01% | +45,877+27.6% | Added |
| Sound Income Strategies, LLC | 210,139 | $18.1M | 1.16% | +14,923+7.6% | Added |
| GW Henssler & Associates Ltd | 203,522 | $17.5M | 0.99% | +1,197+0.6% | Added |
| Gillson Capital LP | 195,101 | $16.8M | 1.52% | +195,101 | New |
| Two Sigma Investments, LP | 184,343 | $15.8M | 0.04% | +159,655+646.7% | Added |
| Bridgewater Associates, LP | 184,083 | $15.8M | 0.09% | +85,575+86.9% | Added |
| New York State Teachers Retirement System | 183,310 | $15.7M | 0.03% | −24,660−11.9% | Reduced |
| Swiss Life Asset Management Ltd | 176,116 | $15.1M | 0.17% | −1,520−0.9% | Reduced |
| DnB Asset Management AS | 173,260 | $14.9M | 0.07% | +136,299+368.8% | Added |
| State of Wisconsin Investment Board | 171,090 | $14.7M | 0.04% | +10.0% | Added |
| Ameriprise Financial Inc | 170,295 | $14.6M | 0.00% | −7,406−4.2% | Reduced |
| Swedbank AB | 162,158 | $13.9M | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 160,944 | $13.8M | 0.02% | −157,466−49.5% | Reduced |
| The PNC Financial Services Group, Inc. | 156,185 | $13.4M | 0.01% | −7,633−4.7% | Reduced |
| Brandywine Global Investment Management, LLC | 145,082 | $13.0M | 0.09% | +6,671+4.8% | Added |
| Cambria Investment Management, L.P. | 143,870 | $12.4M | 0.74% | −1,076−0.7% | Reduced |
| Russell Investments Group, Ltd. | 142,719 | $12.3M | 0.02% | +11,552+8.8% | Added |
| Worldquant Millennium Advisors LLC | 140,831 | $12.1M | 0.09% | +36,338+34.8% | Added |
| Natixis | 140,781 | $12.1M | 0.07% | +82,517+141.6% | Added |
| New York State Common Retirement Fund | 133,285 | $11.4M | 0.02% | −30,800−18.8% | Reduced |
| Prudential Financial Inc | 132,762 | $11.4M | 0.02% | −4,121−3.0% | Reduced |
| Illinois Municipal Retirement Fund | 131,311 | $11.3M | 0.16% | +680+0.5% | Added |
| National Bank of Canada | 128,755 | $11.1M | 0.02% | +49,070+61.6% | Added |
| Manufacturers Life Insurance Company, The | 127,704 | $11.0M | 0.01% | −2,487−1.9% | Reduced |
| Allianz Asset Management GmbH | 126,219 | $10.8M | 0.02% | +2,889+2.3% | Added |
| Goelzer Investment Management, Inc. | 124,665 | $10.7M | 0.59% | −1,086−0.9% | Reduced |
| Toronto Dominion Bank | 123,958 | $10.6M | 0.02% | +16,954+15.8% | Added |
| Pictet Asset Management Holding SA | 122,576 | $10.5M | 0.01% | +989+0.8% | Added |
| Aviva PLC | 121,949 | $10.5M | 0.03% | +2,423+2.0% | Added |
| Hudson Bay Capital Management LP | 120,000 | $10.3M | 0.07% | +120,000 | New |
| Canada Pension Plan Investment Board | 117,801 | $10.1M | 0.01% | −106,000−47.4% | Reduced |
| Raymond James & Associates | 116,364 | $10.0M | 0.01% | +30,973+36.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 115,582 | $9.93M | 0.03% | +17,931+18.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 114,237 | $9.81M | 0.03% | −3,485−3.0% | Reduced |
| AE Wealth Management LLC | 114,033 | $9.80M | 0.09% | −3,758−3.2% | Reduced |
| Interval Partners, LP | 112,643 | $9.68M | 0.28% | −43,302−27.8% | Reduced |
| Lighthouse Investment Partners, LLC | 112,540 | $9.67M | 0.52% | +112,540 | New |
| Mitsubishi UFJ Trust & Banking Corp | 111,971 | $9.62M | 0.02% | +779+0.7% | Added |
| Asset Management One Co.,Ltd. | 109,100 | $9.37M | 0.03% | +14,588+15.4% | Added |
| AMG National Trust Bank | 108,697 | $9.34M | 0.25% | −12,100−10.0% | Reduced |
| Holocene Advisors, LP | 108,326 | $9.31M | 0.04% | +52,077+92.6% | Added |