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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 115,441 | $8.94M | 0.02% | −8,517−6.9% | Reduced |
| Interval Partners, LP | 113,995 | $8.82M | 0.23% | +1,352+1.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 110,423 | $8.55M | 0.03% | −3,814−3.3% | Reduced |
| Asset Management One Co.,Ltd. | 109,548 | $8.51M | 0.03% | +448+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 107,751 | $8.34M | 0.08% | +4,100+4.0% | Added |
| Edentree Asset Management Ltd | 107,320 | $8.31M | 2.41% | +107,320 | New |
| LPL Financial LLC | 106,747 | $8.26M | 0.00% | +4,478+4.4% | Added |
| Squarepoint Ops LLC | 105,964 | $8.20M | 0.02% | +62,404+143.3% | Added |
| Prana Capital Management, LP | 105,399 | $8.16M | 0.39% | +51,505+95.6% | Added |
| AMG National Trust Bank | 105,583 | $8.15M | 0.22% | −3,114−2.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 105,108 | $8.14M | 0.02% | −6,863−6.1% | Reduced |
| Churchill Management Corp | 105,009 | $8.13M | 0.09% | +4,828+4.8% | Added |
| Two Sigma Investments, LP | 104,674 | $8.10M | 0.02% | −79,669−43.2% | Reduced |
| Xponance, Inc. | 104,647 | $8.10M | 0.07% | +61,439+142.2% | Added |
| NewSquare Capital LLC | 106,140 | $8.09M | 0.65% | −78−0.1% | Reduced |
| Royal London Asset Management Ltd | 103,134 | $7.98M | 0.02% | −146−0.1% | Reduced |
| Treasurer of the State of North Carolina | 102,474 | $7.93M | 0.03% | −810−0.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 101,941 | $7.89M | 0.02% | +101,941 | New |
| Nomura Asset Management Co Ltd | 101,454 | $7.85M | 0.02% | +519+0.5% | Added |
| AMF Pensionsforsakring AB | 95,164 | $7.38M | 0.05% | −195,559−67.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 92,980 | $7.20M | 0.05% | +1,600+1.8% | Added |
| Ensign Peak Advisors, Inc | 89,821 | $6.95M | 0.01% | +134+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,168 | $6.83M | 0.02% | −387−0.4% | Reduced |
| Two Sigma Advisers, LP | 85,400 | $6.61M | 0.02% | +65,000+318.6% | Added |
| Acadian Asset Management LLC | 82,676 | $6.40M | 0.02% | −197,140−70.5% | Reduced |
| Franklin Resources Inc | 82,393 | $6.38M | 0.00% | −1,985−2.4% | Reduced |
| TD Asset Management Inc | 81,722 | $6.33M | 0.01% | +653+0.8% | Added |
| Arjuna Capital | 81,532 | $6.31M | 1.68% | −4,253−5.0% | Reduced |
| Canada Pension Plan Investment Board | 80,601 | $6.24M | 0.01% | −37,200−31.6% | Reduced |
| KLP Kapitalforvaltning AS | 79,345 | $6.14M | 0.03% | +79,345 | New |
| Credit Agricole S A | 78,263 | $6.06M | 0.02% | +19,752+33.8% | Added |
| Macquarie Group Ltd | 86,161 | $6.04M | 0.01% | +9,100+11.8% | Added |
| Public Employees Retirement System of Ohio | 77,960 | $6.03M | 0.02% | −5,493−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 77,668 | $6.01M | 0.01% | +1,620+2.1% | Added |
| Standard Life Aberdeen plc | 77,600 | $6.01M | 0.01% | −10,460−11.9% | Reduced |
| Nisa Investment Advisors, LLC | 77,531 | $6.00M | 0.02% | +85+0.1% | Added |
| State of New Jersey Common Pension Fund D | 75,030 | $5.81M | 0.02% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 74,246 | $5.75M | 0.02% | +2,016+2.8% | Added |
| Ci Investments Inc. | 73,248 | $5.67M | 0.02% | −16,063−18.0% | Reduced |
| Twinbeech Capital LP | 72,508 | $5.61M | 0.10% | +72,508 | New |
| Colony Group, LLC | 72,095 | $5.58M | 0.01% | +2,259+3.2% | Added |
| Azimuth Capital Investment Management LLC | 72,000 | $5.57M | 0.22% | +2,785+4.0% | Added |
| Natixis Advisors, L.P. | 71,576 | $5.54M | 0.01% | −16,512−18.7% | Reduced |
| DekaBank Deutsche Girozentrale | 71,558 | $5.50M | 0.01% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 70,500 | $5.46M | 0.03% | −4,264−5.7% | Reduced |
| Arizona State Retirement System | 67,242 | $5.21M | 0.03% | +91+0.1% | Added |
| Schroder Investment Management Group | 66,036 | $5.10M | 0.00% | −24,929−27.4% | Reduced |
| Voya Investment Management LLC | 62,201 | $4.81M | 0.01% | −5,811−8.5% | Reduced |
| State of Tennessee, Treasury Department | 61,700 | $4.78M | 0.02% | −2,568−4.0% | Reduced |
| Jane Street Group, LLC | 61,557 | $4.77M | 0.01% | +53,185+635.3% | Added |
| Dorsey & Whitney Trust CO LLC | 61,342 | $4.75M | 0.26% | −6,474−9.5% | Reduced |
| DMKC Advisory Services, LLC | 60,749 | $4.70M | 4.27% | +60,749 | New |
| Forsta Ap-Fonden | 59,700 | $4.62M | 0.03% | −3,500−5.5% | Reduced |
| Intech Investment Management LLC | 59,373 | $4.60M | 0.04% | −174,385−74.6% | Reduced |
| Unison Advisors LLC | 58,931 | $4.56M | 0.54% | +468+0.8% | Added |
| Bessemer Group Inc | 58,506 | $4.53M | 0.01% | −189−0.3% | Reduced |
| Wealthfront Advisers LLC | 57,884 | $4.48M | 0.01% | +1,246+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 57,423 | $4.45M | 0.01% | +3,086+5.7% | Added |
| State of Michigan Retirement System | 57,080 | $4.42M | 0.02% | −900−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 57,064 | $4.42M | 0.00% | −103,880−64.5% | Reduced |
| Dean Investment Associates, LLC | 56,279 | $4.36M | 0.62% | −1,144−2.0% | Reduced |
| Cetera Investment Advisers | 56,103 | $4.34M | 0.01% | −253−0.4% | Reduced |
| MetLife Investment Management | 55,984 | $4.33M | 0.02% | +295+0.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 55,041 | $4.26M | 0.02% | +55,041 | New |
| Public Sector Pension Investment Board | 54,554 | $4.22M | 0.02% | +17,413+46.9% | Added |
| ProShare Advisors LLC | 50,984 | $3.95M | 0.01% | +3,747+7.9% | Added |
| USS Investment Management Ltd | 50,354 | $3.90M | 0.03% | −14,639−22.5% | Reduced |
| Corebridge Financial, Inc. | 49,939 | $3.87M | 0.02% | −3,085−5.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 49,275 | $3.81M | 0.01% | −4,427−8.2% | Reduced |
| Kinneret Advisory, LLC | 48,877 | $3.78M | 0.36% | −2,277−4.5% | Reduced |
| Creative Planning | 48,379 | $3.74M | 0.00% | +1,951+4.2% | Added |
| Comerica Bank | 48,224 | $3.73M | 0.02% | −11,288−19.0% | Reduced |
| PGGM Investments | 48,179 | $3.73M | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50,102 | $3.71M | 0.01% | +854+1.7% | Added |
| Schonfeld Strategic Advisors LLC | 47,411 | $3.67M | 0.02% | +28,547+151.3% | Added |
| Arrowstreet Capital, Limited Partnership | 46,082 | $3.57M | 0.00% | −21,128−31.4% | Reduced |
| IFM Investors Pty Ltd | 45,814 | $3.55M | 0.04% | −4,760−9.4% | Reduced |
| Czech National Bank | 45,625 | $3.53M | 0.03% | +2,223+5.1% | Added |
| Retirement Systems of Alabama | 45,560 | $3.53M | 0.01% | −945−2.0% | Reduced |
| Voleon Capital Management LP | 45,526 | $3.52M | 0.26% | +45,526 | New |
| Unigestion Holding SA | 45,524 | $3.52M | 0.20% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 45,276 | $3.50M | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 44,807 | $3.47M | 0.02% | −4,723−9.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,743 | $3.46M | 0.02% | −1,638−3.5% | Reduced |
| British Columbia Investment Management Corp | 44,349 | $3.43M | 0.02% | +5,241+13.4% | Added |
| Envestnet Asset Management Inc | 43,726 | $3.38M | 0.00% | +3,426+8.5% | Added |
| Baird Financial Group, Inc. | 43,660 | $3.38M | 0.01% | −73−0.2% | Reduced |
| Centiva Capital, LP | 42,643 | $3.30M | 0.12% | +42,643 | New |
| Aquatic Capital Management LLC | 41,298 | $3.20M | 0.09% | +22,698+122.0% | Added |
| Amalgamated Bank | 41,183 | $3.19M | 0.03% | −1,715−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 38,478 | $2.98M | 0.03% | −20−0.1% | Reduced |
| CIBC Asset Management Inc | 38,295 | $2.96M | 0.01% | +566+1.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 38,022 | $2.94M | 0.00% | −30,000−44.1% | Reduced |
| Ethic Inc. | 37,965 | $2.94M | 0.06% | −9,341−19.7% | Reduced |
| Quantinno Capital Management LP | 37,843 | $2.93M | 0.03% | −7,351−16.3% | Reduced |
| Utah Retirement Systems | 37,713 | $2.92M | 0.03% | −300−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 36,110 | $2.80M | 0.10% | +1,523+4.4% | Added |
| Freestone Capital Holdings, LLC | 35,356 | $2.74M | 0.09% | +332+0.9% | Added |
| CI Private Wealth, LLC | 34,300 | $2.66M | 0.00% | −23,752−40.9% | Reduced |
| CIBC World Markets Corp | 34,176 | $2.65M | 0.02% | −8,384−19.7% | Reduced |