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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 13,317 | $1.14M | 0.04% | −496−3.6% | Reduced |
| Maryland State Retirement & Pension System | 13,328 | $1.14M | 0.02% | −5,128−27.8% | Reduced |
| HighTower Advisors, LLC | 13,371 | $1.15M | 0.00% | +51+0.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 13,332 | $1.15M | 0.23% | +670+5.3% | Added |
| Savant Capital, LLC | 13,433 | $1.15M | 0.01% | +697+5.5% | Added |
| D.A. Davidson & Co. | 13,584 | $1.17M | 0.01% | +10+0.1% | Added |
| Mizuho Securities USA LLC | 13,816 | $1.19M | 0.03% | −2,811−16.9% | Reduced |
| Foster Group, Inc. | 13,945 | $1.20M | 0.04% | +1,323+10.5% | Added |
| Stifel Financial Corp | 14,108 | $1.21M | 0.00% | −2,364−14.4% | Reduced |
| Resources Investment Advisors, LLC. | 14,384 | $1.24M | 0.01% | −8−0.1% | Reduced |
| Seven Eight Capital, LP | 14,657 | $1.26M | 0.11% | +4,966+51.2% | Added |
| Kentucky Retirement Systems | 14,843 | $1.28M | 0.04% | −1,406−8.7% | Reduced |
| Crossmark Global Holdings, Inc. | 15,257 | $1.31M | 0.02% | +277+1.8% | Added |
| Toroso Investments, LLC | 15,799 | $1.36M | 0.01% | −417−2.6% | Reduced |
| Crestline Management, LP | 16,135 | $1.39M | 0.08% | +16,135 | New |
| Montag A & Associates Inc | 16,192 | $1.39M | 0.07% | 00.0% | Unchanged |
| Empowered Funds, LLC | 16,328 | $1.40M | 0.02% | +12,768+358.7% | Added |
| Teachers Retirement System of the State of Kentucky | 16,334 | $1.40M | 0.01% | −1,385−7.8% | Reduced |
| Neuberger Berman Group LLC | 16,473 | $1.42M | 0.00% | −15,177−48.0% | Reduced |
| Rockefeller Capital Management L.P. | 17,069 | $1.47M | 0.00% | −1,156−6.3% | Reduced |
| Cornercap Investment Counsel Inc | 17,137 | $1.47M | 0.44% | −9,446−35.5% | Reduced |
| Tower Research Capital LLC (TRC) | 17,161 | $1.47M | 0.04% | −26,232−60.5% | Reduced |
| Weiss Asset Management LP | 17,171 | $1.47M | 0.04% | +17,171 | New |
| Greenwood Capital Associates LLC | 17,359 | $1.49M | 0.19% | +422+2.5% | Added |
| Columbus Macro, LLC | 17,484 | $1.51M | 0.55% | −569−3.2% | Reduced |
| MAI Capital Management | 17,611 | $1.51M | 0.01% | −4,934−21.9% | Reduced |
| International Assets Investment Management, LLC | 132,200 | $1.54M | 0.01% | +130,225+6,593.7% | Added |
| GoalVest Advisory LLC | 18,024 | $1.55M | 0.45% | +960+5.6% | Added |
| Oregon Public Employees Retirement Fund | 18,183 | $1.56M | 0.03% | −290−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,183 | $1.57M | 0.01% | +4,111+29.2% | Added |
| Nordea Investment Management AB | 18,240 | $1.57M | 0.00% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 18,245 | $1.57M | 0.14% | +713+4.1% | Added |
| Aquatic Capital Management LLC | 18,600 | $1.60M | 0.04% | +13,500+264.7% | Added |
| Kestra Private Wealth Services, LLC | 18,800 | $1.61M | 0.03% | −1,128−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,864 | $1.62M | 0.01% | −54,408−74.3% | Reduced |
| Gulf International Bank (UK) Ltd | 19,116 | $1.64M | 0.04% | −942−4.7% | Reduced |
| Federated Hermes, Inc. | 19,517 | $1.68M | 0.00% | +87+0.4% | Added |
| QRG Capital Management, Inc. | 19,652 | $1.69M | 0.02% | −1,339−6.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 20,140 | $1.73M | 1.56% | −778−3.7% | Reduced |
| Ossiam | 20,140 | $1.73M | 0.03% | −5,458−21.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,205 | $1.74M | 0.00% | −1,539−7.1% | Reduced |
| RSM US Wealth Management LLC | 20,538 | $1.75M | 0.03% | +5,441+36.0% | Added |
| Two Sigma Advisers, LP | 20,400 | $1.75M | 0.00% | +20,400 | New |
| STRS Ohio | 20,587 | $1.77M | 0.01% | −2,054−9.1% | Reduced |
| Elo Mutual Pension Insurance Co | 20,728 | $1.78M | 0.04% | +780+3.9% | Added |
| Janney Montgomery Scott LLC | 21,764 | $1.87M | 0.01% | +2,933+15.6% | Added |
| AQR Capital Management LLC | 22,349 | $1.91M | 0.00% | +8,898+66.2% | Added |
| Commerce Bank | 22,862 | $1.96M | 0.01% | −813−3.4% | Reduced |
| Diversified Trust Co | 23,258 | $2.00M | 0.05% | +43+0.2% | Added |
| Mercer Global Advisors Inc | 23,431 | $2.00M | 0.00% | +3,216+15.9% | Added |
| US Bancorp | 23,679 | $2.03M | 0.00% | −155−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,705 | $2.04M | 0.02% | +257+1.1% | Added |
| Siemens Fonds Invest GmbH | 24,039 | $2.07M | 0.16% | −853−3.4% | Reduced |
| Thrivent Financial for Lutherans | 24,149 | $2.08M | 0.00% | −40,077−62.4% | Reduced |
| Public Employees Retirement Association of Colorado | 24,295 | $2.09M | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 24,441 | $2.10M | 0.17% | +5,626+29.9% | Added |
| JustInvest LLC | 24,642 | $2.12M | 0.03% | +1,492+6.4% | Added |
| Quest Partners LLC | 24,646 | $2.12M | 0.19% | −2,410−8.9% | Reduced |
| Hohimer Wealth Management, LLC | 24,724 | $2.12M | 0.46% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 24,932 | $2.14M | 0.01% | +9,933+66.2% | Added |
| Wedge Capital Management L L P | 24,891 | $2.14M | 0.04% | +1,110+4.7% | Added |
| Candriam Luxembourg S.C.A. | 25,168 | $2.16M | 0.01% | +1,142+4.8% | Added |
| Private Advisor Group, LLC | 25,816 | $2.22M | 0.01% | −415−1.6% | Reduced |
| Centric Wealth Management | 25,834 | $2.23M | 0.60% | +1,060+4.3% | Added |
| SEI Investments Co | 26,182 | $2.25M | 0.00% | +945+3.7% | Added |
| Mutual of America Capital Management LLC | 26,238 | $2.25M | 0.02% | −955−3.5% | Reduced |
| Ostrum Asset Management | 26,736 | $2.30M | 0.19% | −1,005−3.6% | Reduced |
| Captrust Financial Advisors | 26,876 | $2.31M | 0.01% | −3,552−11.7% | Reduced |
| Pathstone Holdings, LLC | 27,509 | $2.36M | 0.01% | −876−3.1% | Reduced |
| Daiwa Securities Group Inc. | 27,523 | $2.36M | 0.01% | +457+1.7% | Added |
| Financial Advisory Service, Inc. | 28,048 | $2.41M | 0.19% | +1,201+4.5% | Added |
| Nissay Asset Management Corp | 28,124 | $2.42M | 0.02% | +754+2.8% | Added |
| Mariner, LLC | 28,389 | $2.44M | 0.00% | +211+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 28,419 | $2.44M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 28,419 | $2.44M | 0.02% | +28,419 | New |
| Argent Trust Co | 29,184 | $2.51M | 0.10% | +717+2.5% | Added |
| Janus Henderson Group PLC | 29,258 | $2.51M | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 30,042 | $2.58M | 0.01% | +3,281+12.3% | Added |
| Stoneridge Investment Partners LLC | 30,284 | $2.60M | 0.97% | +984+3.4% | Added |
| Jefferies Financial Group Inc. | 30,693 | $2.64M | 0.04% | +14,623+91.0% | Added |
| Mackenzie Financial Corp | 30,872 | $2.65M | 0.00% | −406−1.3% | Reduced |
| Dakota Wealth Management | 31,551 | $2.71M | 0.06% | −720−2.2% | Reduced |
| Foster & Motley Inc | 31,605 | $2.71M | 0.17% | −2,006−6.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,921 | $2.74M | 0.01% | −4,548−12.5% | Reduced |
| New York Life Investment Management LLC | 31,952 | $2.74M | 0.03% | −1,337−4.0% | Reduced |
| UniSuper Management Pty Ltd | 33,032 | $2.84M | 0.02% | +9,679+41.4% | Added |
| Cresset Asset Management, LLC | 33,096 | $2.84M | 0.01% | +1,519+4.8% | Added |
| Alaska Permanent Fund Corp | 33,843 | $2.91M | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 33,974 | $2.92M | 0.01% | +13,847+68.8% | Added |
| State of Alaska, Department of Revenue | 34,479 | $2.96M | 0.03% | −9,610−21.8% | Reduced |
| Advisors Asset Management, Inc. | 34,485 | $2.96M | 0.05% | −2,351−6.4% | Reduced |
| Jump Financial, LLC | 34,504 | $2.96M | 0.06% | +9,272+36.7% | Added |
| Avantax Planning Partners, Inc. | 34,587 | $2.97M | 0.11% | +10.0% | Added |
| Freestone Capital Holdings, LLC | 35,024 | $3.01M | 0.10% | +50+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 36,679 | $3.15M | 0.12% | +28,672+358.1% | Added |
| Public Sector Pension Investment Board | 37,141 | $3.19M | 0.02% | +500+1.4% | Added |
| Tredje AP-fonden | 37,683 | $3.24M | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 37,729 | $3.24M | 0.01% | +2,081+5.8% | Added |
| Utah Retirement Systems | 38,013 | $3.27M | 0.04% | −600−1.6% | Reduced |
| British Columbia Investment Management Corp | 39,108 | $3.36M | 0.02% | −5,932−13.2% | Reduced |