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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 24,051 | $2.03M | 0.03% | +17,358+259.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,223 | $2.04M | 0.02% | +29+0.1% | Added |
| US Bancorp | 24,437 | $2.06M | 0.00% | +1,264+5.5% | Added |
| Mutual of America Capital Management LLC | 24,472 | $2.06M | 0.02% | −737−2.9% | Reduced |
| Siemens Fonds Invest GmbH | 24,551 | $2.07M | 0.14% | −201−0.8% | Reduced |
| State of Alaska, Department of Revenue | 24,659 | $2.08M | 0.02% | +665+2.8% | Added |
| OP Asset Management Ltd | 24,915 | $2.10M | 0.04% | +24,915 | New |
| Hohimer Wealth Management, LLC | 25,035 | $2.11M | 0.41% | +311+1.3% | Added |
| Ostrum Asset Management | 25,050 | $2.11M | 0.11% | −948−3.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 25,356 | $2.14M | 0.66% | +19,405+326.1% | Added |
| Columbus Macro, LLC | 25,440 | $2.15M | 0.28% | −213−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,169 | $2.17M | 0.01% | +2,636+11.2% | Added |
| Private Advisor Group, LLC | 25,771 | $2.17M | 0.01% | −71−0.3% | Reduced |
| Mackenzie Financial Corp | 26,116 | $2.20M | 0.00% | +2,438+10.3% | Added |
| CIBC World Markets Corp | 26,214 | $2.21M | 0.02% | −7,962−23.3% | Reduced |
| Elo Mutual Pension Insurance Co | 26,326 | $2.22M | 0.05% | +2,942+12.6% | Added |
| Janus Henderson Group PLC | 27,400 | $2.28M | 0.00% | +359+1.3% | Added |
| JustInvest LLC | 27,518 | $2.32M | 0.03% | +3,490+14.5% | Added |
| Federation des caisses Desjardins du Quebec | 27,536 | $2.32M | 0.01% | +139+0.5% | Added |
| Bank of Nova Scotia | 27,615 | $2.33M | 0.01% | −129,211−82.4% | Reduced |
| Centric Wealth Management | 27,913 | $2.36M | 0.62% | +2,406+9.4% | Added |
| Dark Forest Capital Management LP | 27,956 | $2.36M | 0.11% | +27,956 | New |
| Nissay Asset Management Corp | 27,975 | $2.36M | 0.02% | −25−0.1% | Reduced |
| USS Investment Management Ltd | 28,254 | $2.38M | 0.02% | −22,100−43.9% | Reduced |
| Headlands Technologies LLC | 28,273 | $2.39M | 0.27% | +13,875+96.4% | Added |
| UniSuper Management Pty Ltd | 28,417 | $2.40M | 0.02% | −411−1.4% | Reduced |
| Dakota Wealth Management | 28,428 | $2.40M | 0.06% | −1,842−6.1% | Reduced |
| Wedge Capital Management L L P | 28,489 | $2.40M | 0.05% | +2,508+9.7% | Added |
| Yousif Capital Management, LLC | 28,707 | $2.42M | 0.03% | −778−2.6% | Reduced |
| Quest Partners LLC | 29,307 | $2.47M | 0.27% | +106+0.4% | Added |
| Foster & Motley Inc | 29,537 | $2.49M | 0.16% | +532+1.8% | Added |
| Alaska Permanent Fund Corp | 33,843 | $2.51M | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 30,032 | $2.53M | 0.21% | +1,134+3.9% | Added |
| Thrivent Financial for Lutherans | 30,059 | $2.54M | 0.01% | +10,138+50.9% | Added |
| Argent Trust Co | 30,199 | $2.55M | 0.10% | +854+2.9% | Added |
| Daiwa Securities Group Inc. | 31,231 | $2.63M | 0.01% | +1,936+6.6% | Added |
| Ethic Inc. | 31,053 | $2.64M | 0.05% | −6,912−18.2% | Reduced |
| New York Life Investment Management LLC | 31,450 | $2.65M | 0.03% | −198−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,677 | $2.67M | 0.01% | −1,394−4.2% | Reduced |
| Mariner, LLC | 32,064 | $2.70M | 0.00% | +5,094+18.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,279 | $2.81M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 33,700 | $2.84M | 0.01% | +3,093+10.1% | Added |
| Cerity Partners LLC | 34,782 | $2.93M | 0.01% | +5,603+19.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 35,059 | $2.96M | 0.12% | +27,330+353.6% | Added |
| Advisors Asset Management, Inc. | 35,628 | $3.01M | 0.06% | +2,623+7.9% | Added |
| Freestone Capital Holdings, LLC | 35,890 | $3.03M | 0.11% | +534+1.5% | Added |
| Avantax Planning Partners, Inc. | 35,998 | $3.04M | 0.11% | −112−0.3% | Reduced |
| Susquehanna International Group, LLP | 36,716 | $3.10M | 0.01% | −133,250−78.4% | Reduced |
| Natixis | 37,162 | $3.11M | 0.02% | −106,229−74.1% | Reduced |
| CI Private Wealth, LLC | 37,138 | $3.13M | 0.01% | +2,838+8.3% | Added |
| Utah Retirement Systems | 37,575 | $3.17M | 0.04% | −138−0.4% | Reduced |
| Entropy Technologies, LP | 37,793 | $3.19M | 0.31% | +12,779+51.1% | Added |
| Groupe la Francaise | 37,705 | $3.21M | 0.07% | +5,139+15.8% | Added |
| CIBC Asset Management Inc | 38,039 | $3.21M | 0.01% | −256−0.7% | Reduced |
| Baird Financial Group, Inc. | 38,198 | $3.22M | 0.01% | −5,462−12.5% | Reduced |
| DnB Asset Management AS | 38,227 | $3.23M | 0.01% | −82,706−68.4% | Reduced |
| Advisor Group Holdings, Inc. | 38,774 | $3.27M | 0.01% | −11,328−22.6% | Reduced |
| Sciencast Management LP | 40,224 | $3.39M | 0.78% | +14,305+55.2% | Added |
| Unigestion Holding SA | 41,155 | $3.47M | 0.20% | −4,369−9.6% | Reduced |
| Amalgamated Bank | 41,840 | $3.53M | 0.03% | +657+1.6% | Added |
| Pathstone Holdings, LLC | 42,757 | $3.61M | 0.02% | +15,153+54.9% | Added |
| British Columbia Investment Management Corp | 43,747 | $3.69M | 0.02% | −602−1.4% | Reduced |
| Retirement Systems of Alabama | 45,218 | $3.82M | 0.01% | −342−0.8% | Reduced |
| IFM Investors Pty Ltd | 45,814 | $3.87M | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 47,674 | $4.02M | 0.02% | −550−1.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 47,764 | $4.03M | 0.02% | +2,488+5.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,122 | $4.06M | 0.02% | +3,379+7.6% | Added |
| PGGM Investments | 48,179 | $4.07M | 0.05% | 00.0% | Unchanged |
| Czech National Bank | 48,332 | $4.08M | 0.04% | +2,707+5.9% | Added |
| Corebridge Financial, Inc. | 48,461 | $4.09M | 0.02% | −1,478−3.0% | Reduced |
| Kinneret Advisory, LLC | 48,714 | $4.11M | 0.41% | −163−0.3% | Reduced |
| Alerus Financial NA | 49,170 | $4.15M | 0.33% | +49,170 | New |
| Envestnet Asset Management Inc | 49,183 | $4.15M | 0.00% | +5,457+12.5% | Added |
| Dean Investment Associates, LLC | 50,840 | $4.29M | 0.63% | −5,439−9.7% | Reduced |
| Creative Planning | 51,775 | $4.37M | 0.00% | +3,396+7.0% | Added |
| Mediolanum International Funds Ltd | 54,120 | $4.50M | 0.06% | +35,492+190.5% | Added |
| Omers Administration Corp | 54,118 | $4.57M | 0.04% | +44,187+444.9% | Added |
| MetLife Investment Management | 54,947 | $4.64M | 0.03% | −1,037−1.9% | Reduced |
| ProShare Advisors LLC | 55,068 | $4.65M | 0.01% | +4,084+8.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 55,848 | $4.71M | 0.03% | +807+1.5% | Added |
| Public Sector Pension Investment Board | 56,389 | $4.76M | 0.02% | +1,835+3.4% | Added |
| State of Michigan Retirement System | 57,080 | $4.82M | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 57,329 | $4.84M | 0.01% | +8,054+16.3% | Added |
| Dorsey & Whitney Trust CO LLC | 58,430 | $4.93M | 0.28% | −2,912−4.7% | Reduced |
| Unison Advisors LLC | 59,456 | $5.02M | 0.64% | +525+0.9% | Added |
| DMKC Advisory Services, LLC | 59,752 | $5.04M | 4.54% | −997−1.6% | Reduced |
| State of Tennessee, Treasury Department | 60,070 | $5.07M | 0.02% | −1,630−2.6% | Reduced |
| Cetera Investment Advisers | 61,564 | $5.19M | 0.01% | +5,461+9.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,048 | $5.23M | 0.01% | +4,625+8.1% | Added |
| D. E. Shaw & Co., Inc. | 63,561 | $5.36M | 0.01% | +6,497+11.4% | Added |
| Wealthfront Advisers LLC | 63,699 | $5.37M | 0.01% | +5,815+10.0% | Added |
| Commonwealth Equity Services, LLC | 65,903 | $5.56M | 0.01% | −11,765−15.1% | Reduced |
| Voya Investment Management LLC | 65,972 | $5.57M | 0.01% | +3,771+6.1% | Added |
| ExodusPoint Capital Management, LP | 66,105 | $5.58M | 0.07% | +66,105 | New |
| Arizona State Retirement System | 66,126 | $5.58M | 0.04% | −1,116−1.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,151 | $5.58M | 0.07% | −41,600−38.6% | Reduced |
| Rafferty Asset Management, LLC | 68,986 | $5.82M | 0.02% | −5,260−7.1% | Reduced |
| Aquatic Capital Management LLC | 69,554 | $5.87M | 0.15% | +28,256+68.4% | Added |
| Public Employees Retirement System of Ohio | 69,879 | $5.90M | 0.02% | −8,081−10.4% | Reduced |
| State of New Jersey Common Pension Fund D | 70,010 | $5.91M | 0.03% | −5,020−6.7% | Reduced |