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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 33,032 | $2.84M | 0.02% | +9,679+41.4% | Added |
| New York Life Investment Management LLC | 31,952 | $2.74M | 0.03% | −1,337−4.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,921 | $2.74M | 0.01% | −4,548−12.5% | Reduced |
| Foster & Motley Inc | 31,605 | $2.71M | 0.17% | −2,006−6.0% | Reduced |
| Dakota Wealth Management | 31,551 | $2.71M | 0.06% | −720−2.2% | Reduced |
| Mackenzie Financial Corp | 30,872 | $2.65M | 0.00% | −406−1.3% | Reduced |
| Jefferies Financial Group Inc. | 30,693 | $2.64M | 0.04% | +14,623+91.0% | Added |
| Stoneridge Investment Partners LLC | 30,284 | $2.60M | 0.97% | +984+3.4% | Added |
| Cerity Partners LLC | 30,042 | $2.58M | 0.01% | +3,281+12.3% | Added |
| Janus Henderson Group PLC | 29,258 | $2.51M | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 29,184 | $2.51M | 0.10% | +717+2.5% | 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 |
| Mariner, LLC | 28,389 | $2.44M | 0.00% | +211+0.7% | Added |
| Nissay Asset Management Corp | 28,124 | $2.42M | 0.02% | +754+2.8% | Added |
| Financial Advisory Service, Inc. | 28,048 | $2.41M | 0.19% | +1,201+4.5% | Added |
| Daiwa Securities Group Inc. | 27,523 | $2.36M | 0.01% | +457+1.7% | Added |
| Pathstone Holdings, LLC | 27,509 | $2.36M | 0.01% | −876−3.1% | Reduced |
| Captrust Financial Advisors | 26,876 | $2.31M | 0.01% | −3,552−11.7% | Reduced |
| Ostrum Asset Management | 26,736 | $2.30M | 0.19% | −1,005−3.6% | Reduced |
| Mutual of America Capital Management LLC | 26,238 | $2.25M | 0.02% | −955−3.5% | Reduced |
| SEI Investments Co | 26,182 | $2.25M | 0.00% | +945+3.7% | Added |
| Centric Wealth Management | 25,834 | $2.23M | 0.60% | +1,060+4.3% | Added |
| Private Advisor Group, LLC | 25,816 | $2.22M | 0.01% | −415−1.6% | Reduced |
| Candriam Luxembourg S.C.A. | 25,168 | $2.16M | 0.01% | +1,142+4.8% | Added |
| Wedge Capital Management L L P | 24,891 | $2.14M | 0.04% | +1,110+4.7% | Added |
| Sanctuary Advisors, LLC | 24,932 | $2.14M | 0.01% | +9,933+66.2% | Added |
| Hohimer Wealth Management, LLC | 24,724 | $2.12M | 0.46% | 00.0% | Unchanged |
| Quest Partners LLC | 24,646 | $2.12M | 0.19% | −2,410−8.9% | Reduced |
| JustInvest LLC | 24,642 | $2.12M | 0.03% | +1,492+6.4% | Added |
| Sound View Wealth Advisors Group, LLC | 24,441 | $2.10M | 0.17% | +5,626+29.9% | Added |
| Public Employees Retirement Association of Colorado | 24,295 | $2.09M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 24,149 | $2.08M | 0.00% | −40,077−62.4% | Reduced |
| Siemens Fonds Invest GmbH | 24,039 | $2.07M | 0.16% | −853−3.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,705 | $2.04M | 0.02% | +257+1.1% | Added |
| US Bancorp | 23,679 | $2.03M | 0.00% | −155−0.7% | Reduced |
| Mercer Global Advisors Inc | 23,431 | $2.00M | 0.00% | +3,216+15.9% | Added |
| Diversified Trust Co | 23,258 | $2.00M | 0.05% | +43+0.2% | Added |
| Commerce Bank | 22,862 | $1.96M | 0.01% | −813−3.4% | Reduced |
| AQR Capital Management LLC | 22,349 | $1.91M | 0.00% | +8,898+66.2% | Added |
| Janney Montgomery Scott LLC | 21,764 | $1.87M | 0.01% | +2,933+15.6% | Added |
| Elo Mutual Pension Insurance Co | 20,728 | $1.78M | 0.04% | +780+3.9% | Added |
| STRS Ohio | 20,587 | $1.77M | 0.01% | −2,054−9.1% | Reduced |
| Two Sigma Advisers, LP | 20,400 | $1.75M | 0.00% | +20,400 | New |
| RSM US Wealth Management LLC | 20,538 | $1.75M | 0.03% | +5,441+36.0% | Added |
| Northwestern Mutual Wealth Management Co | 20,205 | $1.74M | 0.00% | −1,539−7.1% | Reduced |
| Ossiam | 20,140 | $1.73M | 0.03% | −5,458−21.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 20,140 | $1.73M | 1.56% | −778−3.7% | Reduced |
| QRG Capital Management, Inc. | 19,652 | $1.69M | 0.02% | −1,339−6.4% | Reduced |
| Federated Hermes, Inc. | 19,517 | $1.68M | 0.00% | +87+0.4% | Added |
| Gulf International Bank (UK) Ltd | 19,116 | $1.64M | 0.04% | −942−4.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,864 | $1.62M | 0.01% | −54,408−74.3% | Reduced |
| Kestra Private Wealth Services, LLC | 18,800 | $1.61M | 0.03% | −1,128−5.7% | Reduced |
| Aquatic Capital Management LLC | 18,600 | $1.60M | 0.04% | +13,500+264.7% | Added |
| Redwood Investment Management, LLC | 18,245 | $1.57M | 0.14% | +713+4.1% | Added |
| Nordea Investment Management AB | 18,240 | $1.57M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 18,183 | $1.57M | 0.01% | +4,111+29.2% | Added |
| Oregon Public Employees Retirement Fund | 18,183 | $1.56M | 0.03% | −290−1.6% | Reduced |
| GoalVest Advisory LLC | 18,024 | $1.55M | 0.45% | +960+5.6% | Added |
| International Assets Investment Management, LLC | 132,200 | $1.54M | 0.01% | +130,225+6,593.7% | Added |
| MAI Capital Management | 17,611 | $1.51M | 0.01% | −4,934−21.9% | Reduced |
| Columbus Macro, LLC | 17,484 | $1.51M | 0.55% | −569−3.2% | Reduced |
| Greenwood Capital Associates LLC | 17,359 | $1.49M | 0.19% | +422+2.5% | Added |
| Weiss Asset Management LP | 17,171 | $1.47M | 0.04% | +17,171 | New |
| Tower Research Capital LLC (TRC) | 17,161 | $1.47M | 0.04% | −26,232−60.5% | Reduced |
| Cornercap Investment Counsel Inc | 17,137 | $1.47M | 0.44% | −9,446−35.5% | Reduced |
| Rockefeller Capital Management L.P. | 17,069 | $1.47M | 0.00% | −1,156−6.3% | Reduced |
| Neuberger Berman Group LLC | 16,473 | $1.42M | 0.00% | −15,177−48.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,334 | $1.40M | 0.01% | −1,385−7.8% | Reduced |
| Empowered Funds, LLC | 16,328 | $1.40M | 0.02% | +12,768+358.7% | Added |
| Montag A & Associates Inc | 16,192 | $1.39M | 0.07% | 00.0% | Unchanged |
| Crestline Management, LP | 16,135 | $1.39M | 0.08% | +16,135 | New |
| Toroso Investments, LLC | 15,799 | $1.36M | 0.01% | −417−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 15,257 | $1.31M | 0.02% | +277+1.8% | Added |
| Kentucky Retirement Systems | 14,843 | $1.28M | 0.04% | −1,406−8.7% | Reduced |
| Seven Eight Capital, LP | 14,657 | $1.26M | 0.11% | +4,966+51.2% | Added |
| Resources Investment Advisors, LLC. | 14,384 | $1.24M | 0.01% | −8−0.1% | Reduced |
| Stifel Financial Corp | 14,108 | $1.21M | 0.00% | −2,364−14.4% | Reduced |
| Foster Group, Inc. | 13,945 | $1.20M | 0.04% | +1,323+10.5% | Added |
| Mizuho Securities USA LLC | 13,816 | $1.19M | 0.03% | −2,811−16.9% | Reduced |
| D.A. Davidson & Co. | 13,584 | $1.17M | 0.01% | +10+0.1% | Added |
| Savant Capital, LLC | 13,433 | $1.15M | 0.01% | +697+5.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 13,332 | $1.15M | 0.23% | +670+5.3% | Added |
| HighTower Advisors, LLC | 13,371 | $1.15M | 0.00% | +51+0.4% | Added |
| Maryland State Retirement & Pension System | 13,328 | $1.14M | 0.02% | −5,128−27.8% | Reduced |
| Hartford Investment Management Co | 13,317 | $1.14M | 0.04% | −496−3.6% | Reduced |
| FORA Capital, LLC | 13,242 | $1.14M | 0.13% | +13,242 | New |
| Kestra Advisory Services, LLC | 12,647 | $1.09M | 0.01% | −5,476−30.2% | Reduced |
| Rakuten Investment Management, Inc. | 12,463 | $1.07M | 0.01% | +3,014+31.9% | Added |
| M&T Bank Corp | 12,451 | $1.07M | 0.00% | −153−1.2% | Reduced |
| CWM, LLC | 12,410 | $1.07M | 0.00% | +1,125+10.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,394 | $1.06M | 0.01% | −3,978−24.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 12,277 | $1.05M | 0.34% | +730+6.3% | Added |
| Glenmede Trust Co NA | 12,004 | $1.03M | 0.00% | +291+2.5% | Added |
| Louisiana State Employees Retirement System | 12,000 | $1.03M | 0.02% | −200−1.6% | Reduced |
| Securian Asset Management, Inc | 11,783 | $1.01M | 0.03% | −616−5.0% | Reduced |
| Brevan Howard Capital Management LP | 11,465 | $984.8K | 0.05% | −13,697−54.4% | Reduced |
| Metis Global Partners, LLC | 11,230 | $964.7K | 0.03% | +533+5.0% | Added |
| M&G Plc | 11,148 | $958.7K | 0.00% | −893−7.4% | Reduced |
| South Dakota Investment Council | 11,114 | $955.0K | 0.02% | 00.0% | Unchanged |