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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.

Q3 2024 vs. Q2 2024

How the institutions holding Principal Financial Group Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of PFG: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders7969786−1
Shares165.6M19.9M164.2M+18.5M (+12.7%)
Value$13.0B$1.56B$14.1B+$2.66B (+23.3%)

9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Principal Financial Group Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to PFG in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.19,894,372$1.71B0.04%
Gillson Capital LP195,101$16.8M1.52%
Hudson Bay Capital Management LP120,000$10.3M0.07%
Lighthouse Investment Partners, LLC112,540$9.67M0.52%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund103,651$8.90M0.09%
Unigestion Holding SA45,524$3.91M0.19%
B. Metzler seel. Sohn & Co. Holding AG28,419$2.44M0.02%
Two Sigma Advisers, LP20,400$1.75M0.00%
Weiss Asset Management LP17,171$1.47M0.04%
Crestline Management, LP16,135$1.39M0.08%
FORA Capital, LLC13,242$1.14M0.13%
Headlands Technologies LLC10,012$860.0K0.10%
EP Wealth Advisors, LLC9,982$857.4K0.01%
Versor Investments LP9,602$824.8K0.13%
Morningstar Investment Services LLC9,505$818.0K0.01%
Frank, Rimerman Advisors LLC8,951$768.9K0.05%
Sterling Capital Management LLC8,754$752.0K0.01%
Parallax Volatility Advisers, L.P.8,616$740.1K0.02%
Numerai GP LLC7,579$651.0K0.17%
Prosperity Consulting Group, LLC7,545$648.1K0.05%
IHT Wealth Management, LLC7,511$643.1K0.02%
RIA Advisory Group LLC7,421$637.5K0.23%
Meiji Yasuda Life Insurance Co6,929$595.2K0.01%
Deerfield Management Company, L.P. (Series C)6,268$538.4K0.01%
FIL Ltd5,873$504.5K0.00%
Axq Capital, LP5,816$499.6K0.15%
CWA Asset Management Group, LLC5,283$453.8K0.02%
Quantitative Investment Management, LLC4,594$394.0K0.04%
Benjamin Edwards Inc4,447$382.0K0.01%
Howard Capital Management Inc.4,266$366.4K0.01%
Wiley Bros.-Aintree Capital, LLC4,171$358.9K0.01%
Dark Forest Capital Management LP3,934$337.9K0.04%
Kovitz Investment Group Partners, LLC7,210$291.7K0.00%
Synovus Financial Corp3,270$280.7K0.00%
Mutual Advisors, LLC3,123$279.9K0.01%
WCM Investment Management, LLC3,081$265.2K0.00%
Brinker Capital Investments, LLC2,794$240.0K0.00%
Orion Portfolio Solutions, LLC2,794$240.0K0.00%
Wealthspire Advisors, LLC2,742$235.5K0.00%
Resurgent Financial Advisors LLC2,532$217.5K0.13%
NJ State Employees Deferred Compensation Plan2,500$214.8K0.03%
S&CO Inc2,500$214.0K0.01%
Cidel Asset Management Inc2,480$213.0K0.02%
Integrated Wealth Concepts LLC2,465$211.7K0.00%
Atomi Financial Group, Inc.2,437$209.3K0.01%
Blackhawk Capital Partners LLC.2,430$208.7K0.11%
Hunter Associates Investment Management LLC2,411$207.0K0.03%
Graham Capital Management, L.P.2,383$204.7K0.01%
Long Run Wealth Advisors, LLC2,376$204.1K0.05%
Cigna Investments Inc2,379$204.0K0.04%
Northern Oak Wealth Management Inc2,357$202.5K0.02%
Jaffetilchin Investment Partners, LLC2,150$184.7K0.01%
Catalyst Capital Advisors LLC1,757$150.9K0.00%
Bryn Mawr Trust Co1,326$113.9K0.00%
Pinnacle Financial Partners Inc664$57.0K0.00%
Flaharty Asset Management, LLC609$52.3K0.01%
Capital Performance Advisors LLP582$50.0K0.02%
Reuter James Wealth Management, LLC523$44.9K0.01%
Truvestments Capital LLC500$43.0K0.01%
Hemington Wealth Management480$39.0K0.01%
Peterson Financial Group, Inc.385$33.1K0.13%
TD Capital Management LLC347$29.8K0.00%
Pflug Koory, LLC285$24.5K0.01%
MRP Capital Investments, LLC225$19.3K0.02%
DT Investment Partners, LLC210$18.0K0.00%
New Age Alpha Advisors, LLC192$16.5K0.01%
Uncommon Cents Investing LLC191$16.4K0.00%
Alpine Bank Wealth Management189$16.2K0.00%
Legacy Investment Solutions, LLC185$16.0K0.01%
Legacy Wealth Managment, LLC185$16.0K0.01%
Laurel Wealth Advisors LLC180$15.5K0.00%
Ashton Thomas Securities, LLC165$14.2K0.00%
Trust Co of Vermont157$13.5K0.00%
CoreFirst Bank & Trust150$12.9K0.01%
Burkett Financial Services, LLC133$11.4K0.00%
Meeder Asset Management Inc132$11.3K0.00%
Talon Private Wealth, LLC85$7.30K0.00%
Heritage Wealth Advisors59$5.07K0.00%
Grove Bank & Trust45$3.87K0.00%
HM Payson & Co42$3.61K0.00%
Chesapeake Asset Management LLC5$4290.00%

Sold out (82)

Institutions that held Principal Financial Group Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of PFG in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
ExodusPoint Capital Management, LP232,128$18.2M
Tudor Investment Corp Et Al117,568$9.22M
Cubist Systematic Strategies, LLC75,778$5.94M
La Banque Postale Asset Management SA63,930$5.02M
Point72 Asset Management, L.P.52,350$4.11M
Renaissance Technologies LLC50,000$3.92M
Achmea Investment Management B.V.49,543$3.89M
Centiva Capital, LP43,055$3.38M
Y-Intercept (Hong Kong) Ltd40,125$3.15M
Marshall Wace, LLP38,337$3.01M
Adage Capital Partners GP, L.L.C.36,800$2.89M
Point72 (DIFC) Ltd28,246$2.22M
Point72 Hong Kong Ltd26,751$2.10M
Twinbeech Capital LP25,630$2.01M
AXA S.A.24,350$1.91M
APG Asset Management N.V.24,975$1.83M
Nebula Research & Development LLC22,502$1.77M
Point72 Asia (Singapore) Pte. Ltd.21,791$1.71M
Inceptionr LLC19,276$1.51M
WBI Investments17,571$1.38M
ISAM Funds (UK) Ltd17,243$1.35M
Mirabella Financial Services LLP15,903$1.25M
Midland Wealth Advisors LLC15,574$1.22M
Magnetar Financial LLC13,556$1.06M
Walleye Trading LLC12,377$971.0K
Teza Capital Management LLC11,461$899.1K
Denali Advisors LLC10,748$843.2K
iA Global Asset Management Inc.9,667$758.0K
XTX Topco Ltd8,943$701.6K
Legacy Financial Group LLC8,741$685.7K
Pearl River Capital, LLC8,643$678.0K
Petrus Trust Company, LTA8,411$659.8K
Sherbrooke Park Advisers LLC8,208$643.9K
Strategy Asset Managers LLC8,474$642.7K
NBT Bank N A8,000$627.6K
Two Sigma Securities, LLC7,745$607.6K
nVerses Capital, LLC7,600$596.2K
Scientech Research LLC7,374$578.5K
Steele Capital Management, Inc.7,319$574.2K
OmniStar Financial Group, Inc.7,263$569.8K
Hillsdale Investment Management Inc.7,160$561.7K
Strategic Financial Concepts, LLC40,250$492.0K
Oak Thistle LLC5,792$454.4K
Simplicity Wealth,LLC5,334$418.5K
Capula Management Ltd5,270$413.4K
Maven Securities LTD4,650$364.8K
Boothbay Fund Management, LLC4,635$363.6K
Paloma Partners Management Co4,543$356.4K
Ground Swell Capital, LLC4,241$332.7K
MQS Management LLC3,436$269.6K
We Are One Seven, LLC3,395$266.4K
Symmetry Partners, LLC3,395$266.0K
Nomura Holdings Inc3,120$244.8K
Laurion Capital Management LP3,077$241.4K
Sciencast Management LP3,000$235.3K
Northwest Wealth Management, LLC2,884$226.2K
Boston Private Wealth LLC2,801$219.8K
Virtu Financial LLC2,723$214.0K
Geller Advisors LLC2,702$212.0K
Atria Investments LLC2,571$201.7K
Gradient Investments LLC1,610$126.3K
Ashton Thomas Private Wealth, LLC1,554$121.9K
Laffer Tengler Investments1,392$109.2K
Quarry LP1,157$90.8K
Innealta Capital, LLC549$43.1K
Harvest Fund Management Co., Ltd506$40.0K
Leonteq Securities AG436$34.2K
Family Firm, Inc.419$32.9K
EdgeRock Capital LLC325$25.5K
Advantage Trust Co293$23.0K
Cultivar Capital, Inc.196$15.4K
Wetzel Investment Advisors, Inc.172$14.8K
Redwood Wealth Management Group, LLC180$14.1K
Great Lakes Retirement, Inc.176$13.8K
Unique Wealth Strategies, LLC51$4.40K
Sandy Spring Bank38$2.98K
Group One Trading, L.P.10$785
Annis Gardner Whiting Capital Advisors, LLC10$785
NVWM, LLC5$392
Opal Wealth Advisors, LLC3$236
Salem Investment Counselors Inc1$79
RFP Financial Group LLC1$78

Not filed for Q3 2024 yet (9)

Institutions that held Principal Financial Group Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.19,763,056$1.55B
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)99,451$7.80M
Hoylecohen, LLC56,617$4.44M
Buckingham Strategic Wealth, LLC5,440$426.8K
Benjamin F. Edwards & Company, Inc.4,504$354.0K
Relative Value Partners Group, LLC3,632$284.9K
Private Ocean, LLC477$37.4K
ICA Group Wealth Management, LLC300$23.5K
Institutional & Family Asset Management, LLC195$15.3K