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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 10,103 | $860.3K | 0.00% | −153−1.5% | Reduced |
| Cresset Asset Management, LLC | 10,209 | $861.3K | 0.00% | +292+2.9% | Added |
| EP Wealth Advisors, LLC | 10,223 | $862.5K | 0.01% | −268−2.6% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $863.6K | 0.24% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 10,259 | $865.5K | 0.03% | −578−5.3% | Reduced |
| PSI Advisors, LLC | 10,361 | $874.2K | 0.28% | +277+2.7% | Added |
| Legacy Financial Group LLC | 10,472 | $883.5K | 0.14% | +507+5.1% | Added |
| Scientech Research LLC | 10,544 | $889.6K | 0.24% | +3,904+58.8% | Added |
| Maryland State Retirement & Pension System | 10,607 | $894.9K | 0.02% | −1,508−12.4% | Reduced |
| West Bancorporation Inc | 10,610 | $895.2K | 0.61% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,642 | $897.9K | 0.07% | +10,642 | New |
| Adams Wealth Management | 10,688 | $901.7K | 0.18% | −196−1.8% | Reduced |
| CacheTech Inc. | 10,688 | $901.7K | 0.18% | −196−1.8% | Reduced |
| Pacer Advisors, Inc. | 10,708 | $903.4K | 0.00% | −6,271−36.9% | Reduced |
| Farther Finance Advisors, LLC | 10,773 | $917.3K | 0.02% | +3,557+49.3% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $919.6K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 11,043 | $931.7K | 0.03% | −200−1.8% | Reduced |
| M&G Plc | 11,148 | $936.4K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 11,104 | $936.9K | 0.18% | +11,104 | New |
| South Dakota Investment Council | 11,114 | $938.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,174 | $943.0K | 0.00% | +11,174 | New |
| Norinchukin Bank, The | 11,233 | $947.7K | 0.02% | +1,518+15.6% | Added |
| Hartford Funds Management Co LLC | 11,298 | $953.2K | 0.09% | +57+0.5% | Added |
| Louisiana State Employees Retirement System | 11,300 | $953.4K | 0.02% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 11,343 | $957.0K | 0.26% | +11,343 | New |
| B. Metzler seel. Sohn & Co. AG | 11,486 | $969.1K | 0.01% | −9,972−46.5% | Reduced |
| Ascent Group, LLC | 11,506 | $970.8K | 0.04% | +598+5.5% | Added |
| Transamerica Financial Advisors, Inc. | 11,695 | $987.0K | 0.10% | +8,365+251.2% | Added |
| Oppenheimer & Co Inc | 11,708 | $987.8K | 0.01% | +1,945+19.9% | Added |
| Kestra Advisory Services, LLC | 11,721 | $988.9K | 0.00% | −1,784−13.2% | Reduced |
| QRG Capital Management, Inc. | 12,065 | $1.02M | 0.01% | −5,689−32.0% | Reduced |
| Quantbot Technologies LP | 12,419 | $1.05M | 0.03% | −135,880−91.6% | Reduced |
| Glenmede Trust Co NA | 12,424 | $1.05M | 0.01% | −99−0.8% | Reduced |
| Foster Group, Inc. | 12,543 | $1.06M | 0.04% | +13+0.1% | Added |
| Sterling Capital Management LLC | 12,616 | $1.06M | 0.02% | −869−6.4% | Reduced |
| Gulf International Bank (UK) Ltd | 12,727 | $1.07M | 0.04% | −6,389−33.4% | Reduced |
| Hartford Investment Management Co | 12,928 | $1.09M | 0.04% | −134−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 13,000 | $1.10M | 0.02% | −1,371−9.5% | Reduced |
| Savant Capital, LLC | 13,053 | $1.10M | 0.01% | −351−2.6% | Reduced |
| D.A. Davidson & Co. | 13,228 | $1.12M | 0.01% | −367−2.7% | Reduced |
| NEOS Investment Management LLC | 13,548 | $1.14M | 0.02% | +2,504+22.7% | Added |
| Handelsbanken Fonder AB | 13,554 | $1.14M | 0.00% | −4,565−25.2% | Reduced |
| Vinva Investment Management Ltd | 14,125 | $1.17M | 0.05% | +6,313+80.8% | Added |
| Crossmark Global Holdings, Inc. | 14,058 | $1.19M | 0.02% | −590−4.0% | Reduced |
| Jones Financial Companies LLLP | 14,579 | $1.21M | 0.00% | +3,418+30.6% | Added |
| Stifel Financial Corp | 14,585 | $1.23M | 0.00% | −53−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 14,630 | $1.23M | 0.00% | −1,928−11.6% | Reduced |
| Resources Investment Advisors, LLC. | 14,644 | $1.24M | 0.01% | +274+1.9% | Added |
| Avanza Fonder AB | 14,358 | $1.24M | 0.04% | −7,119−33.1% | Reduced |
| Diversified Trust Co | 14,803 | $1.25M | 0.03% | +14,803 | New |
| Kentucky Retirement Systems | 15,491 | $1.31M | 0.04% | +850+5.8% | Added |
| Midland Wealth Advisors LLC | 15,574 | $1.31M | 0.08% | +15,574 | New |
| Gsa Capital Partners LLP | 15,633 | $1.32M | 0.12% | +15,633 | New |
| Toroso Investments, LLC | 15,772 | $1.33M | 0.01% | −1,085−6.4% | Reduced |
| Cornercap Investment Counsel Inc | 16,170 | $1.36M | 0.72% | −244−1.5% | Reduced |
| Montag A & Associates Inc | 16,192 | $1.37M | 0.07% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,229 | $1.37M | 0.01% | +461+2.9% | Added |
| HighTower Advisors, LLC | 16,469 | $1.39M | 0.00% | +2,018+14.0% | Added |
| Andra AP-fonden | 16,500 | $1.39M | 0.02% | +16,500 | New |
| Lecap Asset Management Ltd | 16,579 | $1.40M | 0.33% | −5,890−26.2% | Reduced |
| Sanctuary Advisors, LLC | 16,606 | $1.40M | 0.01% | −8,501−33.9% | Reduced |
| Candriam Luxembourg S.C.A. | 16,758 | $1.41M | 0.01% | −6,666−28.5% | Reduced |
| Nordea Investment Management AB | 16,945 | $1.42M | 0.00% | −1,985−10.5% | Reduced |
| Mizuho Securities USA LLC | 16,849 | $1.42M | 0.03% | −3,095−15.5% | Reduced |
| Pinebridge Investments, L.P. | 16,853 | $1.42M | 0.01% | +11,042+190.0% | Added |
| Bessemer Group Inc | 16,995 | $1.43M | 0.00% | −41,511−71.0% | Reduced |
| Versor Investments LP | 17,100 | $1.44M | 0.24% | +17,100 | New |
| Mercer Global Advisors Inc | 17,181 | $1.45M | 0.00% | −2,613−13.2% | Reduced |
| Public Employees Retirement Association of Colorado | 17,611 | $1.49M | 0.01% | −6,174−26.0% | Reduced |
| Brevan Howard Capital Management LP | 17,648 | $1.49M | 0.04% | +17,648 | New |
| Teza Capital Management LLC | 17,678 | $1.49M | 0.68% | +12,877+268.2% | Added |
| Donoghue Forlines LLC | 17,736 | $1.50M | 0.47% | +17,736 | New |
| Schroder Investment Management Group | 18,274 | $1.52M | 0.00% | −47,762−72.3% | Reduced |
| Oregon Public Employees Retirement Fund | 18,113 | $1.53M | 0.03% | +110+0.6% | Added |
| ASR Vermogensbeheer N.V. | 18,245 | $1.54M | 0.02% | +18,245 | New |
| Intech Investment Management LLC | 18,553 | $1.57M | 0.02% | −40,820−68.8% | Reduced |
| Greenwood Capital Associates LLC | 18,688 | $1.58M | 0.21% | +1,110+6.3% | Added |
| Tredje AP-fonden | 18,842 | $1.59M | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 18,863 | $1.59M | 0.02% | −935−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,997 | $1.60M | 0.00% | +873+4.8% | Added |
| CWM, LLC | 19,010 | $1.60M | 0.01% | +6,017+46.3% | Added |
| Aster Capital Management (DIFC) Ltd | 18,131 | $1.61M | 0.30% | +18,131 | New |
| Rakuten Investment Management, Inc. | 19,738 | $1.64M | 0.01% | +19,738 | New |
| Ieq Capital, LLC | 19,926 | $1.68M | 0.01% | +15,462+346.4% | Added |
| Janney Montgomery Scott LLC | 19,956 | $1.68M | 0.00% | −268−1.3% | Reduced |
| Neuberger Berman Group LLC | 20,148 | $1.70M | 0.00% | +198+1.0% | Added |
| MAI Capital Management | 20,570 | $1.74M | 0.01% | −98−0.5% | Reduced |
| Wakefield Asset Management LLLP | 21,318 | $1.80M | 0.54% | +21,318 | New |
| GoalVest Advisory LLC | 21,498 | $1.81M | 0.50% | +3,220+17.6% | Added |
| Commerce Bank | 21,766 | $1.84M | 0.01% | −583−2.6% | Reduced |
| BBR Partners, LLC | 22,020 | $1.86M | 0.13% | −32−0.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,359 | $1.88M | 1.81% | −541−2.4% | Reduced |
| ISAM Funds (UK) Ltd | 22,403 | $1.89M | 0.93% | +22,403 | New |
| Nebula Research & Development LLC | 22,743 | $1.92M | 0.18% | +22,743 | New |
| Magnetar Financial LLC | 22,878 | $1.93M | 0.03% | +22,878 | New |
| KC Investment Advisors, LLC | 23,042 | $1.94M | 0.43% | +12,962+128.6% | Added |
| SEI Investments Co | 23,324 | $1.97M | 0.00% | +3,276+16.3% | Added |
| Sound View Wealth Advisors Group, LLC | 23,561 | $1.99M | 0.16% | +119+0.5% | Added |
| Federated Hermes, Inc. | 23,906 | $2.02M | 0.00% | +3,901+19.5% | Added |
| STRS Ohio | 24,003 | $2.03M | 0.01% | +24,003 | New |