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 |
|---|---|---|---|---|---|
| AXA S.A. | 0 | $0 | 0.00% | −24,350−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −24,975−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −22,502−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −21,791−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −19,276−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −17,571−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −17,243−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −15,903−100.0% | Sold out |
| Midland Wealth Advisors LLC | 0 | $0 | 0.00% | −15,574−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −13,556−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,377−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,461−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −10,748−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −9,667−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,943−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −8,741−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −8,643−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −8,411−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,208−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −8,474−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,745−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −7,374−100.0% | Sold out |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −7,319−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −7,263−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −7,160−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −40,250−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,792−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −5,334−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,543−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,241−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,436−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,395−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,395−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Northwest Wealth Management, LLC | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Advantage Trust Co | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Cultivar Capital, Inc. | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Hoylecohen, LLC | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Relative Value Partners Group, LLC | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |