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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 105,000 | $9.02M | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 106,218 | $8.99M | 0.72% | −1,379−1.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 103,651 | $8.90M | 0.09% | +103,651 | New |
| Treasurer of the State of North Carolina | 103,284 | $8.87M | 0.04% | −1,100−1.1% | Reduced |
| Royal London Asset Management Ltd | 103,280 | $8.87M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 102,436 | $8.80M | 0.01% | +42,549+71.0% | Added |
| LPL Financial LLC | 102,269 | $8.78M | 0.00% | +2,491+2.5% | Added |
| Teacher Retirement System of Texas | 102,080 | $8.77M | 0.04% | −1,222−1.2% | Reduced |
| Capital Management Corp | 101,313 | $8.70M | 1.55% | −16,490−14.0% | Reduced |
| Nomura Asset Management Co Ltd | 100,935 | $8.67M | 0.03% | +598+0.6% | Added |
| Churchill Management Corp | 100,181 | $8.61M | 0.10% | −1,229−1.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 91,380 | $7.85M | 0.06% | −2,300−2.5% | Reduced |
| Schroder Investment Management Group | 90,965 | $7.83M | 0.01% | −6,487−6.7% | Reduced |
| Ensign Peak Advisors, Inc | 89,687 | $7.70M | 0.01% | −5,640−5.9% | Reduced |
| Ci Investments Inc. | 89,311 | $7.67M | 0.03% | +2,957+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,555 | $7.61M | 0.03% | +1,370+1.6% | Added |
| Franklin Resources Inc | 84,378 | $7.57M | 0.00% | +11,868+16.4% | Added |
| Natixis Advisors, L.P. | 88,088 | $7.57M | 0.01% | +9,209+11.7% | Added |
| Standard Life Aberdeen plc | 88,060 | $7.56M | 0.01% | −946−1.1% | Reduced |
| Danske Bank A/S | 86,603 | $7.44M | 0.02% | −300−0.3% | Reduced |
| Arjuna Capital | 85,785 | $7.37M | 1.91% | −699−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 83,453 | $7.17M | 0.03% | −31,579−27.5% | Reduced |
| TD Asset Management Inc | 81,069 | $6.98M | 0.01% | +163+0.2% | Added |
| Nisa Investment Advisors, LLC | 77,446 | $6.65M | 0.04% | −7,115−8.4% | Reduced |
| Macquarie Group Ltd | 77,061 | $6.62M | 0.01% | −18,179−19.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,227 | $6.55M | 0.02% | −1,140−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 76,048 | $6.53M | 0.01% | +4,635+6.5% | Added |
| State of New Jersey Common Pension Fund D | 75,030 | $6.45M | 0.03% | −3,978−5.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 74,764 | $6.42M | 0.04% | +757+1.0% | Added |
| Rafferty Asset Management, LLC | 72,230 | $6.20M | 0.02% | −3,603−4.8% | Reduced |
| DekaBank Deutsche Girozentrale | 71,558 | $6.15M | 0.01% | −7,017−8.9% | Reduced |
| Bank of Nova Scotia | 69,975 | $6.01M | 0.01% | −76,430−52.2% | Reduced |
| Colony Group, LLC | 69,836 | $6.00M | 0.02% | +65,621+1,556.8% | Added |
| Azimuth Capital Investment Management LLC | 69,215 | $5.95M | 0.23% | +4,755+7.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 68,022 | $5.84M | 0.01% | +7,000+11.5% | Added |
| Voya Investment Management LLC | 68,012 | $5.84M | 0.01% | −6,057−8.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 67,816 | $5.83M | 0.31% | −4,474−6.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 67,210 | $5.77M | 0.00% | +4,621+7.4% | Added |
| Arizona State Retirement System | 67,151 | $5.77M | 0.04% | +2,555+4.0% | Added |
| USS Investment Management Ltd | 64,993 | $5.58M | 0.04% | +177+0.3% | Added |
| State of Tennessee, Treasury Department | 64,268 | $5.52M | 0.02% | −80,081−55.5% | Reduced |
| Pacer Advisors, Inc. | 64,095 | $5.51M | 0.01% | +48,227+303.9% | Added |
| Forsta Ap-Fonden | 63,200 | $5.43M | 0.04% | +13,600+27.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 63,005 | $5.41M | 0.01% | +2,311+3.8% | Added |
| Campbell & CO Investment Adviser LLC | 62,662 | $5.38M | 0.40% | +36,951+143.7% | Added |
| Qube Research & Technologies Ltd | 62,082 | $5.33M | 0.01% | −165,736−72.7% | Reduced |
| Comerica Bank | 59,512 | $5.11M | 0.02% | +9,949+20.1% | Added |
| Engineers Gate Manager LP | 59,115 | $5.08M | 0.10% | −39,646−40.1% | Reduced |
| Bessemer Group Inc | 58,695 | $5.04M | 0.01% | +39,396+204.1% | Added |
| Credit Agricole S A | 58,511 | $5.03M | 0.03% | +1,663+2.9% | Added |
| KBC Group NV | 58,464 | $5.02M | 0.02% | +1,046+1.8% | Added |
| Unison Advisors LLC | 58,463 | $5.02M | 0.60% | +523+0.9% | Added |
| CI Private Wealth, LLC | 58,052 | $4.99M | 0.01% | +21,776+60.0% | Added |
| State of Michigan Retirement System | 57,980 | $4.98M | 0.02% | −1,100−1.9% | Reduced |
| Dean Investment Associates, LLC | 57,423 | $4.93M | 0.67% | −1,873−3.2% | Reduced |
| Wealthfront Advisers LLC | 56,638 | $4.87M | 0.01% | −222−0.4% | Reduced |
| Cetera Investment Advisers | 56,356 | $4.84M | 0.01% | −937−1.6% | Reduced |
| MetLife Investment Management | 55,689 | $4.78M | 0.03% | −2,138−3.7% | Reduced |
| Susquehanna International Group, LLP | 55,241 | $4.75M | 0.01% | −23,274−29.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 54,337 | $4.67M | 0.01% | −2,706−4.7% | Reduced |
| Prana Capital Management, LP | 53,894 | $4.63M | 0.21% | −35,676−39.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 53,702 | $4.61M | 0.01% | −7,222−11.9% | Reduced |
| Andra AP-fonden | 53,400 | $4.59M | 0.07% | +52,300+4,754.5% | Added |
| Corebridge Financial, Inc. | 53,024 | $4.55M | 0.02% | −2,206−4.0% | Reduced |
| Kinneret Advisory, LLC | 51,154 | $4.39M | 0.40% | −670−1.3% | Reduced |
| IFM Investors Pty Ltd | 50,574 | $4.34M | 0.04% | −959−1.9% | Reduced |
| HRT Financial LP | 49,530 | $4.25M | 0.02% | +26,543+115.5% | Added |
| Advisor Group Holdings, Inc. | 49,248 | $4.23M | 0.01% | −3,553−6.7% | Reduced |
| PGGM Investments | 48,179 | $4.14M | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 47,306 | $4.08M | 0.10% | +3,440+7.8% | Added |
| ProShare Advisors LLC | 47,237 | $4.06M | 0.01% | +3,443+7.9% | Added |
| Retirement Systems of Alabama | 46,505 | $3.99M | 0.01% | −1,061−2.2% | Reduced |
| Creative Planning | 46,428 | $3.99M | 0.00% | −3,357−6.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,381 | $3.98M | 0.03% | −983−2.1% | Reduced |
| Unigestion Holding SA | 45,524 | $3.91M | 0.19% | +45,524 | New |
| Skandinaviska Enskilda Banken AB (publ) | 45,276 | $3.89M | 0.02% | +41+0.1% | Added |
| Quantinno Capital Management LP | 45,194 | $3.88M | 0.05% | +4,145+10.1% | Added |
| Baird Financial Group, Inc. | 43,733 | $3.76M | 0.01% | −805−1.8% | Reduced |
| Squarepoint Ops LLC | 43,560 | $3.74M | 0.01% | −83,830−65.8% | Reduced |
| Czech National Bank | 43,402 | $3.73M | 0.04% | +2,311+5.6% | Added |
| Xponance, Inc. | 43,208 | $3.71M | 0.04% | +464+1.1% | Added |
| Amalgamated Bank | 42,898 | $3.69M | 0.03% | −18,265−29.9% | Reduced |
| CIBC World Markets Corp | 42,560 | $3.66M | 0.03% | +158+0.4% | Added |
| Envestnet Asset Management Inc | 40,300 | $3.46M | 0.00% | −1,883−4.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 38,498 | $3.45M | 0.03% | +3,869+11.2% | Added |
| Yousif Capital Management, LLC | 39,668 | $3.41M | 0.04% | +9,257+30.4% | Added |
| British Columbia Investment Management Corp | 39,108 | $3.36M | 0.02% | −5,932−13.2% | Reduced |
| Utah Retirement Systems | 38,013 | $3.27M | 0.04% | −600−1.6% | Reduced |
| CIBC Asset Management Inc | 37,729 | $3.24M | 0.01% | +2,081+5.8% | Added |
| Tredje AP-fonden | 37,683 | $3.24M | 0.03% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 37,141 | $3.19M | 0.02% | +500+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 36,679 | $3.15M | 0.12% | +28,672+358.1% | Added |
| Freestone Capital Holdings, LLC | 35,024 | $3.01M | 0.10% | +50+0.1% | Added |
| Avantax Planning Partners, Inc. | 34,587 | $2.97M | 0.11% | +10.0% | Added |
| Jump Financial, LLC | 34,504 | $2.96M | 0.06% | +9,272+36.7% | Added |
| Advisors Asset Management, Inc. | 34,485 | $2.96M | 0.05% | −2,351−6.4% | Reduced |
| State of Alaska, Department of Revenue | 34,479 | $2.96M | 0.03% | −9,610−21.8% | Reduced |
| Handelsbanken Fonder AB | 33,974 | $2.92M | 0.01% | +13,847+68.8% | Added |
| Alaska Permanent Fund Corp | 33,843 | $2.91M | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 33,096 | $2.84M | 0.01% | +1,519+4.8% | Added |