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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 136,540 | $10.6M | 0.07% | −4,291−3.0% | Reduced |
| Aviva PLC | 139,485 | $10.8M | 0.03% | +17,536+14.4% | Added |
| Man Group plc | 140,518 | $10.9M | 0.03% | −78,615−35.9% | Reduced |
| Natixis | 143,391 | $11.1M | 0.08% | +2,610+1.9% | Added |
| Pictet Asset Management Holding SA | 145,275 | $11.2M | 0.01% | +22,699+18.5% | Added |
| Quantbot Technologies LP | 148,299 | $11.5M | 0.42% | +141,447+2,064.3% | Added |
| Cambria Investment Management, L.P. | 149,657 | $11.6M | 0.70% | +5,787+4.0% | Added |
| Russell Investments Group, Ltd. | 149,743 | $11.6M | 0.02% | +7,024+4.9% | Added |
| Ameriprise Financial Inc | 149,802 | $11.6M | 0.00% | −20,493−12.0% | Reduced |
| Citigroup Inc | 150,308 | $11.6M | 0.01% | −93,685−38.4% | Reduced |
| The PNC Financial Services Group, Inc. | 153,682 | $11.9M | 0.01% | −2,503−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 154,534 | $12.0M | 0.03% | +38,952+33.7% | Added |
| Bank of Nova Scotia | 156,826 | $12.1M | 0.02% | +86,851+124.1% | Added |
| Swedbank AB | 162,158 | $12.6M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 169,966 | $13.2M | 0.02% | +114,725+207.7% | Added |
| New York State Teachers Retirement System | 179,282 | $13.9M | 0.03% | −4,028−2.2% | Reduced |
| Wells Fargo & Company | 182,322 | $14.1M | 0.00% | −77,149−29.7% | Reduced |
| First Trust Advisors LP | 191,092 | $14.8M | 0.01% | +88,656+86.5% | Added |
| Engineers Gate Manager LP | 192,327 | $14.9M | 0.26% | +133,212+225.3% | Added |
| Allianz Asset Management GmbH | 193,569 | $15.0M | 0.02% | +67,350+53.4% | Added |
| American Century Companies Inc | 193,722 | $15.0M | 0.01% | −18,207−8.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 197,000 | $15.2M | 0.03% | +92,000+87.6% | Added |
| Storebrand Asset Management AS | 198,781 | $15.4M | 0.05% | −15,218−7.1% | Reduced |
| Raymond James Financial Inc | 204,385 | $15.8M | 0.01% | +204,385 | New |
| State Board of Administration of Florida Retirement System | 218,115 | $16.9M | 0.03% | −22,786−9.5% | Reduced |
| GW Henssler & Associates Ltd | 201,091 | $17.3M | 0.99% | −2,431−1.2% | Reduced |
| Principal Financial Group Inc | 227,090 | $17.6M | 0.01% | −4,187−1.8% | Reduced |
| Sound Income Strategies, LLC | 228,677 | $17.7M | 1.09% | +18,538+8.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 237,791 | $18.4M | 0.05% | +161,564+212.0% | Added |
| Alliancebernstein L.P. | 239,775 | $18.6M | 0.01% | −15,808−6.2% | Reduced |
| Great West Life Assurance Co | 245,316 | $19.0M | 0.03% | −9,542−3.7% | Reduced |
| Korea Investment CORP | 250,366 | $19.4M | 0.05% | −8,000−3.1% | Reduced |
| Bank of Montreal | 253,404 | $19.6M | 0.01% | −250,331−49.7% | Reduced |
| Bridgewater Associates, LP | 253,752 | $19.6M | 0.09% | +69,669+37.8% | Added |
| KBC Group NV | 291,379 | $22.6M | 0.06% | +232,915+398.4% | Added |
| Price T Rowe Associates Inc | 302,579 | $23.4M | 0.00% | −334−0.1% | Reduced |
| Fort Washington Investment Advisors Inc | 304,197 | $23.5M | 0.14% | −72,286−19.2% | Reduced |
| Millennium Management LLC | 337,038 | $26.1M | 0.02% | −272,672−44.7% | Reduced |
| National Pension Service | 350,543 | $27.1M | 0.03% | −27,049−7.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 353,846 | $27.6M | 0.03% | +14,484+4.3% | Added |
| California State Teachers Retirement System | 365,440 | $28.3M | 0.03% | −2,605−0.7% | Reduced |
| Woodline Partners LP | 367,504 | $28.4M | 0.19% | +367,504 | New |
| Trust Point Inc. | 370,044 | $28.6M | 1.99% | −50,288−12.0% | Reduced |
| California Public Employees Retirement System | 371,093 | $28.7M | 0.02% | −37,406−9.2% | Reduced |
| North Star Asset Management Inc | 397,545 | $30.8M | 1.36% | +972+0.2% | Added |
| Victory Capital Management Inc | 410,926 | $31.8M | 0.03% | +11,187+2.8% | Added |
| Citadel Advisors LLC | 411,731 | $31.9M | 0.03% | +409,696+20,132.5% | Added |
| Rhumbline Advisers | 438,647 | $34.0M | 0.03% | −25,776−5.6% | Reduced |
| Massachusetts Financial Services Co | 457,142 | $35.4M | 0.01% | −8,991−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 469,424 | $36.3M | 0.03% | +101,579+27.6% | Added |
| FMR LLC | 479,980 | $37.2M | 0.00% | −23,253−4.6% | Reduced |
| Verition Fund Management LLC | 482,215 | $37.3M | 0.19% | +255,419+112.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 513,166 | $39.7M | 0.03% | −9,694−1.9% | Reduced |
| Barclays PLC | 541,102 | $41.9M | 0.02% | −265,570−32.9% | Reduced |
| Nuveen Asset Management, LLC | 553,555 | $42.9M | 0.01% | −7,732−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 583,149 | $45.1M | 0.33% | +407,033+231.1% | Added |
| Swiss National Bank | 654,200 | $50.6M | 0.03% | −41,700−6.0% | Reduced |
| AustralianSuper Pty Ltd | 665,410 | $51.5M | 0.24% | +125,198+23.2% | Added |
| Qube Research & Technologies Ltd | 712,023 | $55.1M | 0.09% | +649,941+1,046.9% | Added |
| Mairs & Power Inc | 823,478 | $63.7M | 0.62% | −46,500−5.3% | Reduced |
| Voloridge Investment Management, LLC | 879,704 | $68.1M | 0.24% | +17,600+2.0% | Added |
| Royal Bank of Canada | 1,062,128 | $82.2M | 0.02% | +85,011+8.7% | Added |
| Goldman Sachs Group Inc | 1,220,135 | $94.5M | 0.02% | −512,840−29.6% | Reduced |
| Amundi | 1,359,779 | $106.5M | 0.04% | +264,383+24.1% | Added |
| HSBC Holdings PLC | 1,436,859 | $111.2M | 0.07% | −17,108−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,448,507 | $112.1M | 0.02% | +44,818+3.2% | Added |
| Deutsche Bank AG | 1,482,053 | $114.7M | 0.04% | +627,865+73.5% | Added |
| UBS Group AG | 1,489,373 | $115.3M | 0.03% | +522,538+54.0% | Added |
| Bank of New York Mellon Corp | 1,528,038 | $118.3M | 0.02% | −351,898−18.7% | Reduced |
| Legal & General Group Plc | 1,627,120 | $126.0M | 0.03% | −111,740−6.4% | Reduced |
| UBS Asset Management Americas Inc | 1,877,246 | $145.3M | 0.03% | +209,885+12.6% | Added |
| JPMorgan Chase & Co | 1,979,558 | $153.2M | 0.01% | −483,004−19.6% | Reduced |
| Invesco Ltd. | 2,753,987 | $213.2M | 0.04% | −533,524−16.2% | Reduced |
| Norges Bank | 2,803,530 | $217.0M | 0.03% | −479,319−14.6% | Reduced |
| Morgan Stanley | 2,911,596 | $225.4M | 0.02% | +8,310+0.3% | Added |
| Northern Trust Corp | 3,662,918 | $283.5M | 0.04% | +326,604+9.8% | Added |
| Dimensional Fund Advisors LP | 3,913,064 | $302.9M | 0.07% | −21,457−0.5% | Reduced |
| Wellington Management Group LLP | 4,191,838 | $324.5M | 0.06% | −179,405−4.1% | Reduced |
| Capital Research Global Investors | 4,967,857 | $384.6M | 0.08% | +9,989+0.2% | Added |
| Geode Capital Management, LLC | 5,466,587 | $422.1M | 0.03% | +52,410+1.0% | Added |
| State Street Corp | 9,669,088 | $748.5M | 0.03% | +128,250+1.3% | Added |
| Bank of America Corp | 9,802,354 | $758.8M | 0.07% | −1,328,690−11.9% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.40B | 23.74% | 00.0% | Unchanged |
| BlackRock, Inc. | 19,856,054 | $1.54B | 0.03% | −38,318−0.2% | Reduced |
| Vanguard Group Inc | 27,430,527 | $2.12B | 0.04% | −75,419−0.3% | Reduced |
| Gillson Capital LP | 0 | $0 | 0.00% | −195,101−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −112,540−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −102,080−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −62,662−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −53,400−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −30,693−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −30,284−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −23,258−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −20,587−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −18,245−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −132,200−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −17,171−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,657−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −13,332−100.0% | Sold out |