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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 123,958 | $10.6M | 0.02% | +16,954+15.8% | Added |
| Goelzer Investment Management, Inc. | 124,665 | $10.7M | 0.59% | −1,086−0.9% | Reduced |
| Allianz Asset Management GmbH | 126,219 | $10.8M | 0.02% | +2,889+2.3% | Added |
| Manufacturers Life Insurance Company, The | 127,704 | $11.0M | 0.01% | −2,487−1.9% | Reduced |
| National Bank of Canada | 128,755 | $11.1M | 0.02% | +49,070+61.6% | Added |
| Illinois Municipal Retirement Fund | 131,311 | $11.3M | 0.16% | +680+0.5% | Added |
| Prudential Financial Inc | 132,762 | $11.4M | 0.02% | −4,121−3.0% | Reduced |
| New York State Common Retirement Fund | 133,285 | $11.4M | 0.02% | −30,800−18.8% | Reduced |
| Natixis | 140,781 | $12.1M | 0.07% | +82,517+141.6% | Added |
| Worldquant Millennium Advisors LLC | 140,831 | $12.1M | 0.09% | +36,338+34.8% | Added |
| Russell Investments Group, Ltd. | 142,719 | $12.3M | 0.02% | +11,552+8.8% | Added |
| Cambria Investment Management, L.P. | 143,870 | $12.4M | 0.74% | −1,076−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 145,082 | $13.0M | 0.09% | +6,671+4.8% | Added |
| The PNC Financial Services Group, Inc. | 156,185 | $13.4M | 0.01% | −7,633−4.7% | Reduced |
| D. E. Shaw & Co., Inc. | 160,944 | $13.8M | 0.02% | −157,466−49.5% | Reduced |
| Swedbank AB | 162,158 | $13.9M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 170,295 | $14.6M | 0.00% | −7,406−4.2% | Reduced |
| State of Wisconsin Investment Board | 171,090 | $14.7M | 0.04% | +10.0% | Added |
| DnB Asset Management AS | 173,260 | $14.9M | 0.07% | +136,299+368.8% | Added |
| Swiss Life Asset Management Ltd | 176,116 | $15.1M | 0.17% | −1,520−0.9% | Reduced |
| New York State Teachers Retirement System | 183,310 | $15.7M | 0.03% | −24,660−11.9% | Reduced |
| Bridgewater Associates, LP | 184,083 | $15.8M | 0.09% | +85,575+86.9% | Added |
| Two Sigma Investments, LP | 184,343 | $15.8M | 0.04% | +159,655+646.7% | Added |
| Gillson Capital LP | 195,101 | $16.8M | 1.52% | +195,101 | New |
| GW Henssler & Associates Ltd | 203,522 | $17.5M | 0.99% | +1,197+0.6% | Added |
| Sound Income Strategies, LLC | 210,139 | $18.1M | 1.16% | +14,923+7.6% | Added |
| American Century Companies Inc | 211,929 | $18.2M | 0.01% | +45,877+27.6% | Added |
| Storebrand Asset Management AS | 213,999 | $18.4M | 0.06% | +1,289+0.6% | Added |
| Man Group plc | 219,133 | $18.8M | 0.05% | −163,344−42.7% | Reduced |
| Verition Fund Management LLC | 226,796 | $19.5M | 0.13% | −150,049−39.8% | Reduced |
| Principal Financial Group Inc | 231,277 | $19.9M | 0.01% | +6,817+3.0% | Added |
| Intech Investment Management LLC | 233,758 | $20.1M | 0.22% | −64,804−21.7% | Reduced |
| State Board of Administration of Florida Retirement System | 240,901 | $20.7M | 0.04% | −23,700−9.0% | Reduced |
| Citigroup Inc | 243,993 | $21.0M | 0.02% | −46,987−16.1% | Reduced |
| Great West Life Assurance Co | 254,858 | $21.9M | 0.04% | +3,595+1.4% | Added |
| Alliancebernstein L.P. | 255,583 | $22.0M | 0.01% | −5,875−2.2% | Reduced |
| Korea Investment CORP | 258,366 | $22.2M | 0.05% | +162,725+170.1% | Added |
| Wells Fargo & Company | 259,471 | $22.3M | 0.01% | +63,056+32.1% | Added |
| Acadian Asset Management LLC | 279,816 | $24.0M | 0.07% | −74,631−21.1% | Reduced |
| AMF Pensionsforsakring AB | 290,723 | $25.0M | 0.18% | +64,915+28.7% | Added |
| Price T Rowe Associates Inc | 302,913 | $26.0M | 0.00% | −4,965−1.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 339,362 | $29.2M | 0.03% | +35,136+11.5% | Added |
| BNP Paribas Arbitrage, SA | 367,845 | $31.6M | 0.03% | −424−0.1% | Reduced |
| California State Teachers Retirement System | 368,045 | $31.6M | 0.04% | −4,929−1.3% | Reduced |
| Fort Washington Investment Advisors Inc | 376,483 | $32.3M | 0.20% | +4,589+1.2% | Added |
| National Pension Service | 377,592 | $32.4M | 0.03% | −32,445−7.9% | Reduced |
| North Star Asset Management Inc | 396,573 | $34.1M | 1.53% | −1,239−0.3% | Reduced |
| Victory Capital Management Inc | 399,739 | $34.3M | 0.03% | −34,958−8.0% | Reduced |
| California Public Employees Retirement System | 408,499 | $35.1M | 0.02% | −5,110−1.2% | Reduced |
| Trust Point Inc. | 420,332 | $36.1M | 2.71% | +35,461+9.2% | Added |
| Rhumbline Advisers | 464,423 | $39.9M | 0.04% | −13,706−2.9% | Reduced |
| Massachusetts Financial Services Co | 466,133 | $40.0M | 0.01% | +215,045+85.6% | Added |
| FMR LLC | 503,233 | $43.2M | 0.00% | −20,236−3.9% | Reduced |
| Bank of Montreal | 503,735 | $43.4M | 0.02% | +146,473+41.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 522,860 | $44.9M | 0.03% | −48,628−8.5% | Reduced |
| AustralianSuper Pty Ltd | 540,212 | $46.4M | 0.23% | +115,569+27.2% | Added |
| Nuveen Asset Management, LLC | 561,287 | $48.2M | 0.01% | +3,988+0.7% | Added |
| Millennium Management LLC | 609,710 | $52.4M | 0.05% | −106,891−14.9% | Reduced |
| Swiss National Bank | 695,900 | $59.8M | 0.04% | −3000.0% | Reduced |
| Barclays PLC | 806,672 | $69.3M | 0.03% | +88,179+12.3% | Added |
| Deutsche Bank AG | 854,188 | $73.4M | 0.03% | −150,637−15.0% | Reduced |
| Voloridge Investment Management, LLC | 862,104 | $74.1M | 0.27% | +197,835+29.8% | Added |
| Mairs & Power Inc | 869,978 | $74.7M | 0.70% | −337,998−28.0% | Reduced |
| UBS Group AG | 966,835 | $83.1M | 0.02% | +92,330+10.6% | Added |
| Royal Bank of Canada | 977,117 | $83.9M | 0.02% | −119,990−10.9% | Reduced |
| Amundi | 1,095,396 | $94.1M | 0.03% | +241,702+28.3% | Added |
| Charles Schwab Investment Management Inc | 1,403,689 | $120.6M | 0.02% | +18,801+1.4% | Added |
| HSBC Holdings PLC | 1,453,967 | $124.9M | 0.08% | +10,852+0.8% | Added |
| UBS Asset Management Americas Inc | 1,667,361 | $143.2M | 0.04% | −11,982−0.7% | Reduced |
| Goldman Sachs Group Inc | 1,732,975 | $148.9M | 0.03% | +243,247+16.3% | Added |
| Legal & General Group Plc | 1,738,860 | $149.4M | 0.04% | +2,177+0.1% | Added |
| Bank of New York Mellon Corp | 1,879,936 | $161.5M | 0.03% | −23,202−1.2% | Reduced |
| JPMorgan Chase & Co | 2,462,562 | $211.5M | 0.02% | +118,722+5.1% | Added |
| Morgan Stanley | 2,903,286 | $249.4M | 0.02% | +35,601+1.2% | Added |
| Norges Bank | 3,282,849 | $282.0M | 0.04% | +31,181+1.0% | Added |
| Invesco Ltd. | 3,287,511 | $282.4M | 0.05% | +681,711+26.2% | Added |
| Northern Trust Corp | 3,336,314 | $286.6M | 0.05% | −153,554−4.4% | Reduced |
| Dimensional Fund Advisors LP | 3,934,521 | $338.0M | 0.08% | +29,397+0.8% | Added |
| Wellington Management Group LLP | 4,371,243 | $375.5M | 0.07% | −63,152−1.4% | Reduced |
| Capital Research Global Investors | 4,957,868 | $425.9M | 0.09% | −1,646,034−24.9% | Reduced |
| Geode Capital Management, LLC | 5,414,177 | $463.5M | 0.04% | −15,277−0.3% | Reduced |
| State Street Corp | 9,540,838 | $819.6M | 0.03% | −17,312−0.2% | Reduced |
| Bank of America Corp | 11,131,044 | $956.2M | 0.08% | +414,162+3.9% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.56B | 63.51% | 00.0% | Unchanged |
| BlackRock, Inc. | 19,894,372 | $1.71B | 0.04% | +19,894,372 | New |
| Vanguard Group Inc | 27,505,946 | $2.36B | 0.04% | −243,878−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −232,128−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −117,568−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −75,778−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −63,930−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −52,350−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −49,543−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −43,055−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,125−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −38,337−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −36,800−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −28,246−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −26,751−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,630−100.0% | Sold out |