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, Q4 2024
Institutional positions in Principal Financial Group Inc as of Dec 31, 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
- 785
- +11 vs. Q3 2024
- Shares held
- 163.6M
- −354.6K (−0.2%) vs. Q3 2024
- Total value
- $12.7B
- −$1.41B (−10.0%) vs. Q3 2024
- New holders
- 91
- 271 more added
- Sold out
- 80
- 273 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 13,595 | $1.05M | 0.01% | +11+0.1% | Added |
| Virtus ETF Advisers LLC | 13,623 | $1.05M | 0.43% | +13,623 | New |
| Resources Investment Advisors, LLC. | 14,370 | $1.11M | 0.01% | −14−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 14,371 | $1.11M | 0.02% | −4,429−23.6% | Reduced |
| Headlands Technologies LLC | 14,398 | $1.11M | 0.11% | +4,386+43.8% | Added |
| HighTower Advisors, LLC | 14,451 | $1.12M | 0.00% | +1,080+8.1% | Added |
| Crossmark Global Holdings, Inc. | 14,648 | $1.13M | 0.02% | −609−4.0% | Reduced |
| Stifel Financial Corp | 14,638 | $1.13M | 0.00% | +530+3.8% | Added |
| Kentucky Retirement Systems | 14,641 | $1.13M | 0.03% | −202−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,768 | $1.22M | 0.01% | −566−3.5% | Reduced |
| Montag A & Associates Inc | 16,192 | $1.25M | 0.06% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 16,414 | $1.27M | 0.41% | −723−4.2% | Reduced |
| Rockefeller Capital Management L.P. | 16,558 | $1.28M | 0.00% | −511−3.0% | Reduced |
| Toroso Investments, LLC | 16,857 | $1.30M | 0.01% | +1,058+6.7% | Added |
| Pacer Advisors, Inc. | 16,979 | $1.31M | 0.00% | −47,116−73.5% | Reduced |
| Inceptionr LLC | 17,116 | $1.32M | 0.30% | +17,116 | New |
| Tower Research Capital LLC (TRC) | 17,485 | $1.35M | 0.03% | +324+1.9% | Added |
| Greenwood Capital Associates LLC | 17,578 | $1.36M | 0.18% | +219+1.3% | Added |
| QRG Capital Management, Inc. | 17,754 | $1.37M | 0.01% | −1,898−9.7% | Reduced |
| Oregon Public Employees Retirement Fund | 18,003 | $1.39M | 0.03% | −180−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,124 | $1.40M | 0.00% | −2,081−10.3% | Reduced |
| Handelsbanken Fonder AB | 18,119 | $1.40M | 0.01% | −15,855−46.7% | Reduced |
| GoalVest Advisory LLC | 18,278 | $1.41M | 0.39% | +254+1.4% | Added |
| Mediolanum International Funds Ltd | 18,628 | $1.44M | 0.02% | +18,628 | New |
| Tredje AP-fonden | 18,842 | $1.46M | 0.01% | −18,841−50.0% | Reduced |
| Nordea Investment Management AB | 18,930 | $1.47M | 0.00% | +690+3.8% | Added |
| Gulf International Bank (UK) Ltd | 19,116 | $1.48M | 0.04% | 00.0% | Unchanged |
| Crestline Management, LP | 19,588 | $1.52M | 0.05% | +3,453+21.4% | Added |
| RSM US Wealth Management LLC | 19,798 | $1.53M | 0.02% | −740−3.6% | Reduced |
| Mercer Global Advisors Inc | 19,794 | $1.53M | 0.00% | −3,637−15.5% | Reduced |
| Thrivent Financial for Lutherans | 19,921 | $1.54M | 0.00% | −4,228−17.5% | Reduced |
| Mizuho Securities USA LLC | 19,944 | $1.54M | 0.03% | +6,128+44.4% | Added |
| Neuberger Berman Group LLC | 19,950 | $1.54M | 0.00% | +3,477+21.1% | Added |
| Federated Hermes, Inc. | 20,005 | $1.55M | 0.00% | +488+2.5% | Added |
| SEI Investments Co | 20,048 | $1.55M | 0.00% | −6,134−23.4% | Reduced |
| Janney Montgomery Scott LLC | 20,224 | $1.57M | 0.00% | −1,540−7.1% | Reduced |
| MAI Capital Management | 20,668 | $1.60M | 0.01% | +3,057+17.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,458 | $1.66M | 0.02% | −6,961−24.5% | Reduced |
| Avanza Fonder AB | 21,477 | $1.66M | 0.05% | +21,477 | New |
| BBR Partners, LLC | 22,052 | $1.71M | 0.12% | +11,052+100.5% | Added |
| Commerce Bank | 22,349 | $1.73M | 0.01% | −513−2.2% | Reduced |
| Lecap Asset Management Ltd | 22,469 | $1.74M | 0.47% | +12,933+135.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,900 | $1.77M | 1.70% | +2,760+13.7% | Added |
| US Bancorp | 23,173 | $1.79M | 0.00% | −506−2.1% | Reduced |
| Elo Mutual Pension Insurance Co | 23,384 | $1.81M | 0.04% | +2,656+12.8% | Added |
| Candriam Luxembourg S.C.A. | 23,424 | $1.81M | 0.01% | −1,744−6.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 23,442 | $1.81M | 0.15% | −999−4.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,533 | $1.83M | 0.01% | +5,350+29.4% | Added |
| Mackenzie Financial Corp | 23,678 | $1.83M | 0.00% | −7,194−23.3% | Reduced |
| Public Employees Retirement Association of Colorado | 23,785 | $1.84M | 0.01% | −510−2.1% | Reduced |
| State of Alaska, Department of Revenue | 23,994 | $1.86M | 0.02% | −10,485−30.4% | Reduced |
| JustInvest LLC | 24,028 | $1.86M | 0.03% | −614−2.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,194 | $1.87M | 0.02% | +489+2.1% | Added |
| Siemens Fonds Invest GmbH | 24,752 | $1.91M | 0.20% | +713+3.0% | Added |
| Hohimer Wealth Management, LLC | 24,724 | $1.91M | 0.36% | 00.0% | Unchanged |
| Entropy Technologies, LP | 25,014 | $1.94M | 0.20% | +21,589+630.3% | Added |
| Mutual of America Capital Management LLC | 25,209 | $1.95M | 0.02% | −1,029−3.9% | Reduced |
| Centric Wealth Management | 25,507 | $1.97M | 0.53% | −327−1.3% | Reduced |
| Columbus Macro, LLC | 25,653 | $1.99M | 0.28% | +8,169+46.7% | Added |
| Private Advisor Group, LLC | 25,842 | $2.00M | 0.01% | +26+0.1% | Added |
| Sciencast Management LP | 25,919 | $2.01M | 0.55% | +25,919 | New |
| Wedge Capital Management L L P | 25,981 | $2.01M | 0.04% | +1,090+4.4% | Added |
| Ostrum Asset Management | 25,998 | $2.01M | 0.17% | −738−2.8% | Reduced |
| Mariner, LLC | 26,970 | $2.09M | 0.00% | −1,419−5.0% | Reduced |
| Janus Henderson Group PLC | 27,041 | $2.09M | 0.00% | −2,217−7.6% | Reduced |
| Sanctuary Advisors, LLC | 25,107 | $2.10M | 0.01% | +175+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 27,397 | $2.12M | 0.01% | +20,037+272.2% | Added |
| Pathstone Holdings, LLC | 27,604 | $2.14M | 0.01% | +95+0.3% | Added |
| Nissay Asset Management Corp | 28,000 | $2.18M | 0.01% | −124−0.4% | Reduced |
| UniSuper Management Pty Ltd | 28,828 | $2.23M | 0.02% | −4,204−12.7% | Reduced |
| Financial Advisory Service, Inc. | 28,898 | $2.24M | 0.19% | +850+3.0% | Added |
| Foster & Motley Inc | 29,005 | $2.25M | 0.15% | −2,600−8.2% | Reduced |
| Quest Partners LLC | 29,201 | $2.26M | 0.30% | +4,555+18.5% | Added |
| Daiwa Securities Group Inc. | 29,295 | $2.27M | 0.01% | +1,772+6.4% | Added |
| Argent Trust Co | 29,345 | $2.27M | 0.09% | +161+0.6% | Added |
| Yousif Capital Management, LLC | 29,485 | $2.28M | 0.03% | −10,183−25.7% | Reduced |
| Cerity Partners LLC | 29,179 | $2.32M | 0.01% | −863−2.9% | Reduced |
| Dakota Wealth Management | 30,270 | $2.34M | 0.05% | −1,281−4.1% | Reduced |
| Captrust Financial Advisors | 30,607 | $2.37M | 0.01% | +3,731+13.9% | Added |
| New York Life Investment Management LLC | 31,648 | $2.45M | 0.02% | −304−1.0% | Reduced |
| Groupe la Francaise | 32,566 | $2.51M | 0.06% | +32,566 | New |
| Advisors Asset Management, Inc. | 33,005 | $2.55M | 0.05% | −1,480−4.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 33,071 | $2.56M | 0.00% | +1,150+3.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,279 | $2.58M | 0.03% | +33,279 | New |
| Alaska Permanent Fund Corp | 33,843 | $2.62M | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Corp | 34,176 | $2.65M | 0.02% | −8,384−19.7% | Reduced |
| CI Private Wealth, LLC | 34,300 | $2.66M | 0.00% | −23,752−40.9% | Reduced |
| Freestone Capital Holdings, LLC | 35,356 | $2.74M | 0.09% | +332+0.9% | Added |
| Avantax Planning Partners, Inc. | 36,110 | $2.80M | 0.10% | +1,523+4.4% | Added |
| Utah Retirement Systems | 37,713 | $2.92M | 0.03% | −300−0.8% | Reduced |
| Quantinno Capital Management LP | 37,843 | $2.93M | 0.03% | −7,351−16.3% | Reduced |
| Ethic Inc. | 37,965 | $2.94M | 0.06% | −9,341−19.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 38,022 | $2.94M | 0.00% | −30,000−44.1% | Reduced |
| CIBC Asset Management Inc | 38,295 | $2.96M | 0.01% | +566+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 38,478 | $2.98M | 0.03% | −20−0.1% | Reduced |
| Amalgamated Bank | 41,183 | $3.19M | 0.03% | −1,715−4.0% | Reduced |
| Aquatic Capital Management LLC | 41,298 | $3.20M | 0.09% | +22,698+122.0% | Added |
| Centiva Capital, LP | 42,643 | $3.30M | 0.12% | +42,643 | New |
| Baird Financial Group, Inc. | 43,660 | $3.38M | 0.01% | −73−0.2% | Reduced |
| Envestnet Asset Management Inc | 43,726 | $3.38M | 0.00% | +3,426+8.5% | Added |