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, Q1 2025
Institutional positions in Principal Financial Group Inc as of Mar 31, 2025. 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
- 841
- +70 vs. Q4 2024
- Shares held
- 167.8M
- +5.00M (+3.1%) vs. Q4 2024
- Total value
- $14.2B
- +$1.54B (+12.2%) vs. Q4 2024
- New holders
- 125
- 305 more added
- Sold out
- 55
- 261 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,247,915 | $2.30B | 0.04% | −182,612−0.7% | Reduced |
| BlackRock, Inc. | 19,588,317 | $1.65B | 0.03% | −267,737−1.3% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.53B | 24.26% | 00.0% | Unchanged |
| Bank of America Corp | 11,286,861 | $952.3M | 0.08% | +1,484,507+15.1% | Added |
| State Street Corp | 10,766,566 | $908.4M | 0.04% | +1,097,478+11.4% | Added |
| Geode Capital Management, LLC | 5,480,842 | $460.9M | 0.04% | +14,255+0.3% | Added |
| Capital Research Global Investors | 4,983,302 | $420.4M | 0.09% | +15,445+0.3% | Added |
| Victory Capital Management Inc | 3,707,534 | $312.8M | 0.32% | +3,296,608+802.2% | Added |
| Dimensional Fund Advisors LP | 3,663,656 | $309.1M | 0.08% | −249,408−6.4% | Reduced |
| Northern Trust Corp | 3,581,196 | $302.1M | 0.04% | −81,722−2.2% | Reduced |
| Morgan Stanley | 2,969,821 | $250.6M | 0.02% | +58,225+2.0% | Added |
| Norges Bank | 2,861,630 | $241.4M | 0.03% | +58,100+2.1% | Added |
| Goldman Sachs Group Inc | 2,613,143 | $220.5M | 0.04% | +1,393,008+114.2% | Added |
| Invesco Ltd. | 2,600,510 | $219.4M | 0.04% | −153,477−5.6% | Reduced |
| Wellington Management Group LLP | 2,070,573 | $174.7M | 0.03% | −2,121,265−50.6% | Reduced |
| UBS Asset Management Americas Inc | 1,808,484 | $152.6M | 0.04% | −68,762−3.7% | Reduced |
| Legal & General Group Plc | 1,650,346 | $139.2M | 0.04% | +23,226+1.4% | Added |
| UBS Group AG | 1,472,230 | $124.2M | 0.03% | −17,143−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,468,728 | $123.9M | 0.02% | +20,221+1.4% | Added |
| Bank of New York Mellon Corp | 1,433,473 | $120.9M | 0.02% | −94,565−6.2% | Reduced |
| JPMorgan Chase & Co | 1,269,676 | $107.1M | 0.01% | −709,882−35.9% | Reduced |
| HSBC Holdings PLC | 1,177,467 | $99.2M | 0.07% | −259,392−18.1% | Reduced |
| Royal Bank of Canada | 1,080,097 | $91.1M | 0.02% | +17,969+1.7% | Added |
| Amundi | 1,136,838 | $90.2M | 0.03% | −222,941−16.4% | Reduced |
| Deutsche Bank AG | 1,000,837 | $84.4M | 0.03% | −481,216−32.5% | Reduced |
| AustralianSuper Pty Ltd | 893,246 | $75.4M | 0.43% | +227,836+34.2% | Added |
| Mairs & Power Inc | 791,944 | $66.8M | 0.70% | −31,534−3.8% | Reduced |
| Barclays PLC | 785,461 | $66.3M | 0.03% | +244,359+45.2% | Added |
| Voloridge Investment Management, LLC | 773,019 | $65.2M | 0.24% | −106,685−12.1% | Reduced |
| FMR LLC | 649,543 | $54.8M | 0.00% | +169,563+35.3% | Added |
| Swiss National Bank | 645,100 | $54.4M | 0.04% | −9,100−1.4% | Reduced |
| AQR Capital Management LLC | 645,431 | $53.6M | 0.06% | +526,701+443.6% | Added |
| BNP Paribas Arbitrage, SA | 604,121 | $51.0M | 0.04% | +134,697+28.7% | Added |
| Massachusetts Financial Services Co | 591,970 | $49.9M | 0.02% | +134,828+29.5% | Added |
| Swiss Life Asset Management Ltd | 586,834 | $49.5M | 0.36% | +3,685+0.6% | Added |
| Nuveen, LLC | 568,757 | $48.0M | 0.02% | +568,757 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 526,649 | $44.4M | 0.03% | +13,483+2.6% | Added |
| Verition Fund Management LLC | 514,608 | $43.4M | 0.25% | +32,393+6.7% | Added |
| Rhumbline Advisers | 474,956 | $40.1M | 0.04% | +36,309+8.3% | Added |
| Bridgewater Associates, LP | 454,436 | $38.3M | 0.18% | +200,684+79.1% | Added |
| Qube Research & Technologies Ltd | 426,383 | $36.0M | 0.06% | −285,640−40.1% | Reduced |
| Conning Inc. | 404,953 | $34.2M | 1.20% | +397,138+5,081.7% | Added |
| North Star Asset Management Inc | 399,769 | $33.7M | 1.54% | +2,224+0.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 397,103 | $33.5M | 0.03% | +43,257+12.2% | Added |
| National Pension Service | 379,861 | $32.0M | 0.03% | +29,318+8.4% | Added |
| Trust Point Inc. | 369,684 | $31.2M | 2.85% | −360−0.1% | Reduced |
| California Public Employees Retirement System | 367,039 | $31.0M | 0.02% | −4,054−1.1% | Reduced |
| California State Teachers Retirement System | 358,997 | $30.3M | 0.04% | −6,443−1.8% | Reduced |
| Fort Washington Investment Advisors Inc | 310,103 | $26.2M | 0.16% | +5,906+1.9% | Added |
| Price T Rowe Associates Inc | 305,217 | $25.8M | 0.00% | +2,638+0.9% | Added |
| Citadel Advisors LLC | 303,662 | $25.6M | 0.03% | −108,069−26.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,979 | $24.6M | 0.07% | +137,445+88.9% | Added |
| Alliancebernstein L.P. | 251,296 | $21.2M | 0.01% | +11,521+4.8% | Added |
| Marshall Wace, LLP | 248,102 | $20.9M | 0.03% | +239,964+2,948.7% | Added |
| Sound Income Strategies, LLC | 236,617 | $20.0M | 1.18% | +7,940+3.5% | Added |
| Principal Financial Group Inc | 229,603 | $19.4M | 0.01% | +2,513+1.1% | Added |
| Great West Life Assurance Co | 226,579 | $19.1M | 0.03% | −18,737−7.6% | Reduced |
| First Trust Advisors LP | 223,742 | $18.9M | 0.02% | +32,650+17.1% | Added |
| State Board of Administration of Florida Retirement System | 218,115 | $18.4M | 0.04% | 00.0% | Unchanged |
| Bank of Montreal | 214,617 | $18.1M | 0.01% | −38,787−15.3% | Reduced |
| Allianz Asset Management GmbH | 212,050 | $17.9M | 0.03% | +18,481+9.5% | Added |
| Two Sigma Advisers, LP | 209,600 | $17.7M | 0.04% | +124,200+145.4% | Added |
| GW Henssler & Associates Ltd | 209,494 | $17.7M | 1.01% | +8,403+4.2% | Added |
| Citigroup Inc | 206,726 | $17.4M | 0.01% | +56,418+37.5% | Added |
| Teacher Retirement System of Texas | 199,900 | $16.9M | 0.07% | +199,900 | New |
| Raymond James Financial Inc | 199,878 | $16.9M | 0.01% | −4,507−2.2% | Reduced |
| Wells Fargo & Company | 197,062 | $16.6M | 0.00% | +14,740+8.1% | Added |
| Ameriprise Financial Inc | 195,731 | $16.5M | 0.00% | +45,929+30.7% | Added |
| Man Group plc | 183,877 | $15.5M | 0.05% | +43,359+30.9% | Added |
| New York State Teachers Retirement System | 180,325 | $15.2M | 0.04% | +1,043+0.6% | Added |
| National Bank of Canada | 179,095 | $15.1M | 0.02% | +60,024+50.4% | Added |
| Storebrand Asset Management AS | 174,790 | $14.7M | 0.05% | −23,991−12.1% | Reduced |
| Russell Investments Group, Ltd. | 167,481 | $14.1M | 0.02% | +17,738+11.8% | Added |
| KBC Group NV | 165,753 | $14.0M | 0.04% | −125,626−43.1% | Reduced |
| Standard Life Aberdeen plc | 165,700 | $13.9M | 0.03% | +88,100+113.5% | Added |
| Aviva PLC | 159,647 | $13.5M | 0.03% | +20,162+14.5% | Added |
| The PNC Financial Services Group, Inc. | 152,034 | $12.8M | 0.01% | −1,648−1.1% | Reduced |
| American Century Companies Inc | 150,026 | $12.7M | 0.01% | −43,696−22.6% | Reduced |
| Assenagon Asset Management S.A. | 148,183 | $12.5M | 0.02% | +140,046+1,721.1% | Added |
| Pictet Asset Management Holding SA | 144,437 | $12.2M | 0.01% | −838−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 143,547 | $12.1M | 0.01% | +97,465+211.5% | Added |
| Treasurer of the State of North Carolina | 142,740 | $12.0M | 0.05% | +40,266+39.3% | Added |
| Holocene Advisors, LP | 142,314 | $12.0M | 0.04% | +17,708+14.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 140,719 | $11.9M | 0.03% | −97,072−40.8% | Reduced |
| Brandywine Global Investment Management, LLC | 137,495 | $11.6M | 0.08% | +2,795+2.1% | Added |
| AE Wealth Management LLC | 137,256 | $11.6M | 0.10% | +13,683+11.1% | Added |
| Cambria Investment Management, L.P. | 136,127 | $11.5M | 0.80% | −13,530−9.0% | Reduced |
| State of Wisconsin Investment Board | 134,665 | $11.4M | 0.03% | +1,633+1.2% | Added |
| Worldquant Millennium Advisors LLC | 133,710 | $11.3M | 0.07% | −2,830−2.1% | Reduced |
| Korea Investment CORP | 133,166 | $11.2M | 0.03% | −117,200−46.8% | Reduced |
| Millennium Management LLC | 130,420 | $11.0M | 0.01% | −206,618−61.3% | Reduced |
| Prudential Financial Inc | 128,093 | $10.8M | 0.02% | +11,102+9.5% | Added |
| New York State Common Retirement Fund | 126,285 | $10.7M | 0.02% | −500−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 125,798 | $10.6M | 0.01% | −2,408−1.9% | Reduced |
| Capital Management Corp | 125,457 | $10.6M | 1.83% | +9,843+8.5% | Added |
| Forsta Ap-Fonden | 125,000 | $10.5M | 0.08% | +65,300+109.4% | Added |
| Illinois Municipal Retirement Fund | 120,746 | $10.2M | 0.15% | +4,189+3.6% | Added |
| Goelzer Investment Management, Inc. | 120,215 | $10.1M | 0.59% | −1,731−1.4% | Reduced |
| Ossiam | 119,796 | $10.1M | 0.14% | +113,867+1,920.5% | Added |
| LPL Financial LLC | 115,811 | $9.77M | 0.00% | +9,064+8.5% | Added |