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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 33,843 | $2.62M | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 33,279 | $2.58M | 0.03% | +33,279 | New |
| Wealth Enhancement Advisory Services, LLC | 33,071 | $2.56M | 0.00% | +1,150+3.6% | Added |
| Advisors Asset Management, Inc. | 33,005 | $2.55M | 0.05% | −1,480−4.3% | Reduced |
| Groupe la Francaise | 32,566 | $2.51M | 0.06% | +32,566 | New |
| New York Life Investment Management LLC | 31,648 | $2.45M | 0.02% | −304−1.0% | Reduced |
| Captrust Financial Advisors | 30,607 | $2.37M | 0.01% | +3,731+13.9% | Added |
| Dakota Wealth Management | 30,270 | $2.34M | 0.05% | −1,281−4.1% | Reduced |
| Cerity Partners LLC | 29,179 | $2.32M | 0.01% | −863−2.9% | Reduced |
| Yousif Capital Management, LLC | 29,485 | $2.28M | 0.03% | −10,183−25.7% | Reduced |
| Argent Trust Co | 29,345 | $2.27M | 0.09% | +161+0.6% | Added |
| Daiwa Securities Group Inc. | 29,295 | $2.27M | 0.01% | +1,772+6.4% | Added |
| Quest Partners LLC | 29,201 | $2.26M | 0.30% | +4,555+18.5% | Added |
| Foster & Motley Inc | 29,005 | $2.25M | 0.15% | −2,600−8.2% | Reduced |
| Financial Advisory Service, Inc. | 28,898 | $2.24M | 0.19% | +850+3.0% | Added |
| UniSuper Management Pty Ltd | 28,828 | $2.23M | 0.02% | −4,204−12.7% | Reduced |
| Nissay Asset Management Corp | 28,000 | $2.18M | 0.01% | −124−0.4% | Reduced |
| Pathstone Holdings, LLC | 27,604 | $2.14M | 0.01% | +95+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 27,397 | $2.12M | 0.01% | +20,037+272.2% | Added |
| Sanctuary Advisors, LLC | 25,107 | $2.10M | 0.01% | +175+0.7% | Added |
| Janus Henderson Group PLC | 27,041 | $2.09M | 0.00% | −2,217−7.6% | Reduced |
| Mariner, LLC | 26,970 | $2.09M | 0.00% | −1,419−5.0% | Reduced |
| Ostrum Asset Management | 25,998 | $2.01M | 0.17% | −738−2.8% | Reduced |
| Wedge Capital Management L L P | 25,981 | $2.01M | 0.04% | +1,090+4.4% | Added |
| Sciencast Management LP | 25,919 | $2.01M | 0.55% | +25,919 | New |
| Private Advisor Group, LLC | 25,842 | $2.00M | 0.01% | +26+0.1% | Added |
| Columbus Macro, LLC | 25,653 | $1.99M | 0.28% | +8,169+46.7% | Added |
| Centric Wealth Management | 25,507 | $1.97M | 0.53% | −327−1.3% | Reduced |
| Mutual of America Capital Management LLC | 25,209 | $1.95M | 0.02% | −1,029−3.9% | Reduced |
| Entropy Technologies, LP | 25,014 | $1.94M | 0.20% | +21,589+630.3% | Added |
| Hohimer Wealth Management, LLC | 24,724 | $1.91M | 0.36% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 24,752 | $1.91M | 0.20% | +713+3.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,194 | $1.87M | 0.02% | +489+2.1% | Added |
| JustInvest LLC | 24,028 | $1.86M | 0.03% | −614−2.5% | Reduced |
| State of Alaska, Department of Revenue | 23,994 | $1.86M | 0.02% | −10,485−30.4% | Reduced |
| Public Employees Retirement Association of Colorado | 23,785 | $1.84M | 0.01% | −510−2.1% | Reduced |
| Mackenzie Financial Corp | 23,678 | $1.83M | 0.00% | −7,194−23.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,533 | $1.83M | 0.01% | +5,350+29.4% | Added |
| Sound View Wealth Advisors Group, LLC | 23,442 | $1.81M | 0.15% | −999−4.1% | Reduced |
| Candriam Luxembourg S.C.A. | 23,424 | $1.81M | 0.01% | −1,744−6.9% | Reduced |
| Elo Mutual Pension Insurance Co | 23,384 | $1.81M | 0.04% | +2,656+12.8% | Added |
| US Bancorp | 23,173 | $1.79M | 0.00% | −506−2.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,900 | $1.77M | 1.70% | +2,760+13.7% | Added |
| Lecap Asset Management Ltd | 22,469 | $1.74M | 0.47% | +12,933+135.6% | Added |
| Commerce Bank | 22,349 | $1.73M | 0.01% | −513−2.2% | Reduced |
| BBR Partners, LLC | 22,052 | $1.71M | 0.12% | +11,052+100.5% | Added |
| Avanza Fonder AB | 21,477 | $1.66M | 0.05% | +21,477 | New |
| B. Metzler seel. Sohn & Co. AG | 21,458 | $1.66M | 0.02% | −6,961−24.5% | Reduced |
| MAI Capital Management | 20,668 | $1.60M | 0.01% | +3,057+17.4% | Added |
| Janney Montgomery Scott LLC | 20,224 | $1.57M | 0.00% | −1,540−7.1% | Reduced |
| SEI Investments Co | 20,048 | $1.55M | 0.00% | −6,134−23.4% | Reduced |
| Federated Hermes, Inc. | 20,005 | $1.55M | 0.00% | +488+2.5% | Added |
| Neuberger Berman Group LLC | 19,950 | $1.54M | 0.00% | +3,477+21.1% | Added |
| Mizuho Securities USA LLC | 19,944 | $1.54M | 0.03% | +6,128+44.4% | Added |
| Thrivent Financial for Lutherans | 19,921 | $1.54M | 0.00% | −4,228−17.5% | Reduced |
| Mercer Global Advisors Inc | 19,794 | $1.53M | 0.00% | −3,637−15.5% | Reduced |
| RSM US Wealth Management LLC | 19,798 | $1.53M | 0.02% | −740−3.6% | Reduced |
| Crestline Management, LP | 19,588 | $1.52M | 0.05% | +3,453+21.4% | Added |
| Gulf International Bank (UK) Ltd | 19,116 | $1.48M | 0.04% | 00.0% | Unchanged |
| Nordea Investment Management AB | 18,930 | $1.47M | 0.00% | +690+3.8% | Added |
| Tredje AP-fonden | 18,842 | $1.46M | 0.01% | −18,841−50.0% | Reduced |
| Mediolanum International Funds Ltd | 18,628 | $1.44M | 0.02% | +18,628 | New |
| GoalVest Advisory LLC | 18,278 | $1.41M | 0.39% | +254+1.4% | Added |
| Handelsbanken Fonder AB | 18,119 | $1.40M | 0.01% | −15,855−46.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,124 | $1.40M | 0.00% | −2,081−10.3% | Reduced |
| Oregon Public Employees Retirement Fund | 18,003 | $1.39M | 0.03% | −180−1.0% | Reduced |
| QRG Capital Management, Inc. | 17,754 | $1.37M | 0.01% | −1,898−9.7% | Reduced |
| Greenwood Capital Associates LLC | 17,578 | $1.36M | 0.18% | +219+1.3% | Added |
| Tower Research Capital LLC (TRC) | 17,485 | $1.35M | 0.03% | +324+1.9% | Added |
| Inceptionr LLC | 17,116 | $1.32M | 0.30% | +17,116 | New |
| Pacer Advisors, Inc. | 16,979 | $1.31M | 0.00% | −47,116−73.5% | Reduced |
| Toroso Investments, LLC | 16,857 | $1.30M | 0.01% | +1,058+6.7% | Added |
| Rockefeller Capital Management L.P. | 16,558 | $1.28M | 0.00% | −511−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 16,414 | $1.27M | 0.41% | −723−4.2% | Reduced |
| Montag A & Associates Inc | 16,192 | $1.25M | 0.06% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 15,768 | $1.22M | 0.01% | −566−3.5% | Reduced |
| Kentucky Retirement Systems | 14,641 | $1.13M | 0.03% | −202−1.4% | Reduced |
| Stifel Financial Corp | 14,638 | $1.13M | 0.00% | +530+3.8% | Added |
| Crossmark Global Holdings, Inc. | 14,648 | $1.13M | 0.02% | −609−4.0% | Reduced |
| HighTower Advisors, LLC | 14,451 | $1.12M | 0.00% | +1,080+8.1% | Added |
| Headlands Technologies LLC | 14,398 | $1.11M | 0.11% | +4,386+43.8% | Added |
| Kestra Private Wealth Services, LLC | 14,371 | $1.11M | 0.02% | −4,429−23.6% | Reduced |
| Resources Investment Advisors, LLC. | 14,370 | $1.11M | 0.01% | −14−0.1% | Reduced |
| Virtus ETF Advisers LLC | 13,623 | $1.05M | 0.43% | +13,623 | New |
| D.A. Davidson & Co. | 13,595 | $1.05M | 0.01% | +11+0.1% | Added |
| Kestra Advisory Services, LLC | 13,505 | $1.05M | 0.01% | +858+6.8% | Added |
| Sterling Capital Management LLC | 13,485 | $1.04M | 0.01% | +4,731+54.0% | Added |
| Savant Capital, LLC | 13,404 | $1.04M | 0.01% | −29−0.2% | Reduced |
| Hartford Investment Management Co | 13,062 | $1.01M | 0.03% | −255−1.9% | Reduced |
| CWM, LLC | 12,993 | $1.01M | 0.00% | +583+4.7% | Added |
| Foster Group, Inc. | 12,530 | $969.9K | 0.04% | −1,415−10.1% | Reduced |
| Glenmede Trust Co NA | 12,523 | $969.4K | 0.00% | +519+4.3% | Added |
| Maryland State Retirement & Pension System | 12,115 | $937.8K | 0.02% | −1,213−9.1% | Reduced |
| M&T Bank Corp | 11,799 | $913.4K | 0.00% | −652−5.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,725 | $907.6K | 0.06% | +11,725 | New |
| FIL Ltd | 11,709 | $906.4K | 0.00% | +5,836+99.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,455 | $887.0K | 0.01% | +4,036+54.4% | Added |
| Louisiana State Employees Retirement System | 11,300 | $874.7K | 0.02% | −700−5.8% | Reduced |
| Securian Asset Management, Inc | 11,243 | $870.3K | 0.03% | −540−4.6% | Reduced |
| Hartford Funds Management Co LLC | 11,241 | $870.2K | 0.08% | +161+1.5% | Added |