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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 44,349 | $3.43M | 0.02% | +5,241+13.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,743 | $3.46M | 0.02% | −1,638−3.5% | Reduced |
| HRT Financial LP | 44,807 | $3.47M | 0.02% | −4,723−9.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 45,276 | $3.50M | 0.02% | 00.0% | Unchanged |
| Unigestion Holding SA | 45,524 | $3.52M | 0.20% | 00.0% | Unchanged |
| Voleon Capital Management LP | 45,526 | $3.52M | 0.26% | +45,526 | New |
| Retirement Systems of Alabama | 45,560 | $3.53M | 0.01% | −945−2.0% | Reduced |
| Czech National Bank | 45,625 | $3.53M | 0.03% | +2,223+5.1% | Added |
| IFM Investors Pty Ltd | 45,814 | $3.55M | 0.04% | −4,760−9.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,082 | $3.57M | 0.00% | −21,128−31.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 47,411 | $3.67M | 0.02% | +28,547+151.3% | Added |
| Advisor Group Holdings, Inc. | 50,102 | $3.71M | 0.01% | +854+1.7% | Added |
| PGGM Investments | 48,179 | $3.73M | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 48,224 | $3.73M | 0.02% | −11,288−19.0% | Reduced |
| Creative Planning | 48,379 | $3.74M | 0.00% | +1,951+4.2% | Added |
| Kinneret Advisory, LLC | 48,877 | $3.78M | 0.36% | −2,277−4.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 49,275 | $3.81M | 0.01% | −4,427−8.2% | Reduced |
| Corebridge Financial, Inc. | 49,939 | $3.87M | 0.02% | −3,085−5.8% | Reduced |
| USS Investment Management Ltd | 50,354 | $3.90M | 0.03% | −14,639−22.5% | Reduced |
| ProShare Advisors LLC | 50,984 | $3.95M | 0.01% | +3,747+7.9% | Added |
| Public Sector Pension Investment Board | 54,554 | $4.22M | 0.02% | +17,413+46.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 55,041 | $4.26M | 0.02% | +55,041 | New |
| MetLife Investment Management | 55,984 | $4.33M | 0.02% | +295+0.5% | Added |
| Cetera Investment Advisers | 56,103 | $4.34M | 0.01% | −253−0.4% | Reduced |
| Dean Investment Associates, LLC | 56,279 | $4.36M | 0.62% | −1,144−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 57,064 | $4.42M | 0.00% | −103,880−64.5% | Reduced |
| State of Michigan Retirement System | 57,080 | $4.42M | 0.02% | −900−1.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 57,423 | $4.45M | 0.01% | +3,086+5.7% | Added |
| Wealthfront Advisers LLC | 57,884 | $4.48M | 0.01% | +1,246+2.2% | Added |
| Bessemer Group Inc | 58,506 | $4.53M | 0.01% | −189−0.3% | Reduced |
| Unison Advisors LLC | 58,931 | $4.56M | 0.54% | +468+0.8% | Added |
| Intech Investment Management LLC | 59,373 | $4.60M | 0.04% | −174,385−74.6% | Reduced |
| Forsta Ap-Fonden | 59,700 | $4.62M | 0.03% | −3,500−5.5% | Reduced |
| DMKC Advisory Services, LLC | 60,749 | $4.70M | 4.27% | +60,749 | New |
| Dorsey & Whitney Trust CO LLC | 61,342 | $4.75M | 0.26% | −6,474−9.5% | Reduced |
| Jane Street Group, LLC | 61,557 | $4.77M | 0.01% | +53,185+635.3% | Added |
| State of Tennessee, Treasury Department | 61,700 | $4.78M | 0.02% | −2,568−4.0% | Reduced |
| Voya Investment Management LLC | 62,201 | $4.81M | 0.01% | −5,811−8.5% | Reduced |
| Schroder Investment Management Group | 66,036 | $5.10M | 0.00% | −24,929−27.4% | Reduced |
| Arizona State Retirement System | 67,242 | $5.21M | 0.03% | +91+0.1% | Added |
| Resona Asset Management Co.,Ltd. | 70,500 | $5.46M | 0.03% | −4,264−5.7% | Reduced |
| DekaBank Deutsche Girozentrale | 71,558 | $5.50M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 71,576 | $5.54M | 0.01% | −16,512−18.7% | Reduced |
| Azimuth Capital Investment Management LLC | 72,000 | $5.57M | 0.22% | +2,785+4.0% | Added |
| Colony Group, LLC | 72,095 | $5.58M | 0.01% | +2,259+3.2% | Added |
| Twinbeech Capital LP | 72,508 | $5.61M | 0.10% | +72,508 | New |
| Ci Investments Inc. | 73,248 | $5.67M | 0.02% | −16,063−18.0% | Reduced |
| Rafferty Asset Management, LLC | 74,246 | $5.75M | 0.02% | +2,016+2.8% | Added |
| State of New Jersey Common Pension Fund D | 75,030 | $5.81M | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 77,531 | $6.00M | 0.02% | +85+0.1% | Added |
| Standard Life Aberdeen plc | 77,600 | $6.01M | 0.01% | −10,460−11.9% | Reduced |
| Commonwealth Equity Services, LLC | 77,668 | $6.01M | 0.01% | +1,620+2.1% | Added |
| Public Employees Retirement System of Ohio | 77,960 | $6.03M | 0.02% | −5,493−6.6% | Reduced |
| Macquarie Group Ltd | 86,161 | $6.04M | 0.01% | +9,100+11.8% | Added |
| Credit Agricole S A | 78,263 | $6.06M | 0.02% | +19,752+33.8% | Added |
| KLP Kapitalforvaltning AS | 79,345 | $6.14M | 0.03% | +79,345 | New |
| Canada Pension Plan Investment Board | 80,601 | $6.24M | 0.01% | −37,200−31.6% | Reduced |
| Arjuna Capital | 81,532 | $6.31M | 1.68% | −4,253−5.0% | Reduced |
| TD Asset Management Inc | 81,722 | $6.33M | 0.01% | +653+0.8% | Added |
| Franklin Resources Inc | 82,393 | $6.38M | 0.00% | −1,985−2.4% | Reduced |
| Acadian Asset Management LLC | 82,676 | $6.40M | 0.02% | −197,140−70.5% | Reduced |
| Two Sigma Advisers, LP | 85,400 | $6.61M | 0.02% | +65,000+318.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,168 | $6.83M | 0.02% | −387−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 89,821 | $6.95M | 0.01% | +134+0.1% | Added |
| Mn Services Vermogensbeheer B.V. | 92,980 | $7.20M | 0.05% | +1,600+1.8% | Added |
| AMF Pensionsforsakring AB | 95,164 | $7.38M | 0.05% | −195,559−67.3% | Reduced |
| Nomura Asset Management Co Ltd | 101,454 | $7.85M | 0.02% | +519+0.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 101,941 | $7.89M | 0.02% | +101,941 | New |
| Treasurer of the State of North Carolina | 102,474 | $7.93M | 0.03% | −810−0.8% | Reduced |
| Royal London Asset Management Ltd | 103,134 | $7.98M | 0.02% | −146−0.1% | Reduced |
| NewSquare Capital LLC | 106,140 | $8.09M | 0.65% | −78−0.1% | Reduced |
| Xponance, Inc. | 104,647 | $8.10M | 0.07% | +61,439+142.2% | Added |
| Two Sigma Investments, LP | 104,674 | $8.10M | 0.02% | −79,669−43.2% | Reduced |
| Churchill Management Corp | 105,009 | $8.13M | 0.09% | +4,828+4.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 105,108 | $8.14M | 0.02% | −6,863−6.1% | Reduced |
| AMG National Trust Bank | 105,583 | $8.15M | 0.22% | −3,114−2.9% | Reduced |
| Prana Capital Management, LP | 105,399 | $8.16M | 0.39% | +51,505+95.6% | Added |
| Squarepoint Ops LLC | 105,964 | $8.20M | 0.02% | +62,404+143.3% | Added |
| LPL Financial LLC | 106,747 | $8.26M | 0.00% | +4,478+4.4% | Added |
| Edentree Asset Management Ltd | 107,320 | $8.31M | 2.41% | +107,320 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 107,751 | $8.34M | 0.08% | +4,100+4.0% | Added |
| Asset Management One Co.,Ltd. | 109,548 | $8.51M | 0.03% | +448+0.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 110,423 | $8.55M | 0.03% | −3,814−3.3% | Reduced |
| Interval Partners, LP | 113,995 | $8.82M | 0.23% | +1,352+1.2% | Added |
| Toronto Dominion Bank | 115,441 | $8.94M | 0.02% | −8,517−6.9% | Reduced |
| Capital Management Corp | 115,614 | $8.95M | 1.60% | +14,301+14.1% | Added |
| Illinois Municipal Retirement Fund | 116,557 | $9.02M | 0.13% | −14,754−11.2% | Reduced |
| Prudential Financial Inc | 116,991 | $9.06M | 0.01% | −15,771−11.9% | Reduced |
| AQR Capital Management LLC | 118,730 | $9.19M | 0.01% | +96,381+431.3% | Added |
| National Bank of Canada | 119,071 | $9.22M | 0.01% | −9,684−7.5% | Reduced |
| DnB Asset Management AS | 120,933 | $9.36M | 0.04% | −52,327−30.2% | Reduced |
| Goelzer Investment Management, Inc. | 121,946 | $9.44M | 0.55% | −2,719−2.2% | Reduced |
| APG Asset Management N.V. | 127,000 | $9.49M | 0.03% | +127,000 | New |
| AE Wealth Management LLC | 123,573 | $9.57M | 0.08% | +9,540+8.4% | Added |
| Holocene Advisors, LP | 124,606 | $9.65M | 0.03% | +16,280+15.0% | Added |
| New York State Common Retirement Fund | 126,785 | $9.81M | 0.01% | −6,500−4.9% | Reduced |
| Manufacturers Life Insurance Company, The | 128,206 | $9.92M | 0.01% | +502+0.4% | Added |
| Danske Bank A/S | 129,444 | $10.0M | 0.03% | +42,841+49.5% | Added |
| State of Wisconsin Investment Board | 133,032 | $10.3M | 0.03% | −38,058−22.2% | Reduced |
| Brandywine Global Investment Management, LLC | 134,700 | $10.4M | 0.08% | −10,382−7.2% | Reduced |