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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 39,668 | $3.41M | 0.04% | +9,257+30.4% | Added |
| O'Shaughnessy Asset Management, LLC | 38,498 | $3.45M | 0.03% | +3,869+11.2% | Added |
| Envestnet Asset Management Inc | 40,300 | $3.46M | 0.00% | −1,883−4.5% | Reduced |
| CIBC World Markets Corp | 42,560 | $3.66M | 0.03% | +158+0.4% | Added |
| Amalgamated Bank | 42,898 | $3.69M | 0.03% | −18,265−29.9% | Reduced |
| Xponance, Inc. | 43,208 | $3.71M | 0.04% | +464+1.1% | Added |
| Czech National Bank | 43,402 | $3.73M | 0.04% | +2,311+5.6% | Added |
| Squarepoint Ops LLC | 43,560 | $3.74M | 0.01% | −83,830−65.8% | Reduced |
| Baird Financial Group, Inc. | 43,733 | $3.76M | 0.01% | −805−1.8% | Reduced |
| Quantinno Capital Management LP | 45,194 | $3.88M | 0.05% | +4,145+10.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 45,276 | $3.89M | 0.02% | +41+0.1% | Added |
| Unigestion Holding SA | 45,524 | $3.91M | 0.19% | +45,524 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,381 | $3.98M | 0.03% | −983−2.1% | Reduced |
| Creative Planning | 46,428 | $3.99M | 0.00% | −3,357−6.7% | Reduced |
| Retirement Systems of Alabama | 46,505 | $3.99M | 0.01% | −1,061−2.2% | Reduced |
| ProShare Advisors LLC | 47,237 | $4.06M | 0.01% | +3,443+7.9% | Added |
| Ethic Inc. | 47,306 | $4.08M | 0.10% | +3,440+7.8% | Added |
| PGGM Investments | 48,179 | $4.14M | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 49,248 | $4.23M | 0.01% | −3,553−6.7% | Reduced |
| HRT Financial LP | 49,530 | $4.25M | 0.02% | +26,543+115.5% | Added |
| IFM Investors Pty Ltd | 50,574 | $4.34M | 0.04% | −959−1.9% | Reduced |
| Kinneret Advisory, LLC | 51,154 | $4.39M | 0.40% | −670−1.3% | Reduced |
| Corebridge Financial, Inc. | 53,024 | $4.55M | 0.02% | −2,206−4.0% | Reduced |
| Andra AP-fonden | 53,400 | $4.59M | 0.07% | +52,300+4,754.5% | Added |
| Robeco Institutional Asset Management B.V. | 53,702 | $4.61M | 0.01% | −7,222−11.9% | Reduced |
| Prana Capital Management, LP | 53,894 | $4.63M | 0.21% | −35,676−39.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 54,337 | $4.67M | 0.01% | −2,706−4.7% | Reduced |
| Susquehanna International Group, LLP | 55,241 | $4.75M | 0.01% | −23,274−29.6% | Reduced |
| MetLife Investment Management | 55,689 | $4.78M | 0.03% | −2,138−3.7% | Reduced |
| Cetera Investment Advisers | 56,356 | $4.84M | 0.01% | −937−1.6% | Reduced |
| Wealthfront Advisers LLC | 56,638 | $4.87M | 0.01% | −222−0.4% | Reduced |
| Dean Investment Associates, LLC | 57,423 | $4.93M | 0.67% | −1,873−3.2% | Reduced |
| State of Michigan Retirement System | 57,980 | $4.98M | 0.02% | −1,100−1.9% | Reduced |
| CI Private Wealth, LLC | 58,052 | $4.99M | 0.01% | +21,776+60.0% | Added |
| Unison Advisors LLC | 58,463 | $5.02M | 0.60% | +523+0.9% | Added |
| KBC Group NV | 58,464 | $5.02M | 0.02% | +1,046+1.8% | Added |
| Credit Agricole S A | 58,511 | $5.03M | 0.03% | +1,663+2.9% | Added |
| Bessemer Group Inc | 58,695 | $5.04M | 0.01% | +39,396+204.1% | Added |
| Engineers Gate Manager LP | 59,115 | $5.08M | 0.10% | −39,646−40.1% | Reduced |
| Comerica Bank | 59,512 | $5.11M | 0.02% | +9,949+20.1% | Added |
| Qube Research & Technologies Ltd | 62,082 | $5.33M | 0.01% | −165,736−72.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 62,662 | $5.38M | 0.40% | +36,951+143.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 63,005 | $5.41M | 0.01% | +2,311+3.8% | Added |
| Forsta Ap-Fonden | 63,200 | $5.43M | 0.04% | +13,600+27.4% | Added |
| Pacer Advisors, Inc. | 64,095 | $5.51M | 0.01% | +48,227+303.9% | Added |
| State of Tennessee, Treasury Department | 64,268 | $5.52M | 0.02% | −80,081−55.5% | Reduced |
| USS Investment Management Ltd | 64,993 | $5.58M | 0.04% | +177+0.3% | Added |
| Arizona State Retirement System | 67,151 | $5.77M | 0.04% | +2,555+4.0% | Added |
| Arrowstreet Capital, Limited Partnership | 67,210 | $5.77M | 0.00% | +4,621+7.4% | Added |
| Dorsey & Whitney Trust CO LLC | 67,816 | $5.83M | 0.31% | −4,474−6.2% | Reduced |
| Voya Investment Management LLC | 68,012 | $5.84M | 0.01% | −6,057−8.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 68,022 | $5.84M | 0.01% | +7,000+11.5% | Added |
| Azimuth Capital Investment Management LLC | 69,215 | $5.95M | 0.23% | +4,755+7.4% | Added |
| Colony Group, LLC | 69,836 | $6.00M | 0.02% | +65,621+1,556.8% | Added |
| Bank of Nova Scotia | 69,975 | $6.01M | 0.01% | −76,430−52.2% | Reduced |
| DekaBank Deutsche Girozentrale | 71,558 | $6.15M | 0.01% | −7,017−8.9% | Reduced |
| Rafferty Asset Management, LLC | 72,230 | $6.20M | 0.02% | −3,603−4.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 74,764 | $6.42M | 0.04% | +757+1.0% | Added |
| State of New Jersey Common Pension Fund D | 75,030 | $6.45M | 0.03% | −3,978−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 76,048 | $6.53M | 0.01% | +4,635+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,227 | $6.55M | 0.02% | −1,140−1.5% | Reduced |
| Macquarie Group Ltd | 77,061 | $6.62M | 0.01% | −18,179−19.1% | Reduced |
| Nisa Investment Advisors, LLC | 77,446 | $6.65M | 0.04% | −7,115−8.4% | Reduced |
| TD Asset Management Inc | 81,069 | $6.98M | 0.01% | +163+0.2% | Added |
| Public Employees Retirement System of Ohio | 83,453 | $7.17M | 0.03% | −31,579−27.5% | Reduced |
| Arjuna Capital | 85,785 | $7.37M | 1.91% | −699−0.8% | Reduced |
| Danske Bank A/S | 86,603 | $7.44M | 0.02% | −300−0.3% | Reduced |
| Standard Life Aberdeen plc | 88,060 | $7.56M | 0.01% | −946−1.1% | Reduced |
| Natixis Advisors, L.P. | 88,088 | $7.57M | 0.01% | +9,209+11.7% | Added |
| Franklin Resources Inc | 84,378 | $7.57M | 0.00% | +11,868+16.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,555 | $7.61M | 0.03% | +1,370+1.6% | Added |
| Ci Investments Inc. | 89,311 | $7.67M | 0.03% | +2,957+3.4% | Added |
| Ensign Peak Advisors, Inc | 89,687 | $7.70M | 0.01% | −5,640−5.9% | Reduced |
| Schroder Investment Management Group | 90,965 | $7.83M | 0.01% | −6,487−6.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 91,380 | $7.85M | 0.06% | −2,300−2.5% | Reduced |
| Churchill Management Corp | 100,181 | $8.61M | 0.10% | −1,229−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 100,935 | $8.67M | 0.03% | +598+0.6% | Added |
| Capital Management Corp | 101,313 | $8.70M | 1.55% | −16,490−14.0% | Reduced |
| Teacher Retirement System of Texas | 102,080 | $8.77M | 0.04% | −1,222−1.2% | Reduced |
| LPL Financial LLC | 102,269 | $8.78M | 0.00% | +2,491+2.5% | Added |
| First Trust Advisors LP | 102,436 | $8.80M | 0.01% | +42,549+71.0% | Added |
| Royal London Asset Management Ltd | 103,280 | $8.87M | 0.02% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 103,284 | $8.87M | 0.04% | −1,100−1.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 103,651 | $8.90M | 0.09% | +103,651 | New |
| NewSquare Capital LLC | 106,218 | $8.99M | 0.72% | −1,379−1.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 105,000 | $9.02M | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 108,326 | $9.31M | 0.04% | +52,077+92.6% | Added |
| AMG National Trust Bank | 108,697 | $9.34M | 0.25% | −12,100−10.0% | Reduced |
| Asset Management One Co.,Ltd. | 109,100 | $9.37M | 0.03% | +14,588+15.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 111,971 | $9.62M | 0.02% | +779+0.7% | Added |
| Lighthouse Investment Partners, LLC | 112,540 | $9.67M | 0.52% | +112,540 | New |
| Interval Partners, LP | 112,643 | $9.68M | 0.28% | −43,302−27.8% | Reduced |
| AE Wealth Management LLC | 114,033 | $9.80M | 0.09% | −3,758−3.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 114,237 | $9.81M | 0.03% | −3,485−3.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 115,582 | $9.93M | 0.03% | +17,931+18.4% | Added |
| Raymond James & Associates | 116,364 | $10.0M | 0.01% | +30,973+36.3% | Added |
| Canada Pension Plan Investment Board | 117,801 | $10.1M | 0.01% | −106,000−47.4% | Reduced |
| Hudson Bay Capital Management LP | 120,000 | $10.3M | 0.07% | +120,000 | New |
| Aviva PLC | 121,949 | $10.5M | 0.03% | +2,423+2.0% | Added |
| Pictet Asset Management Holding SA | 122,576 | $10.5M | 0.01% | +989+0.8% | Added |