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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 71,636 | $6.04M | 0.04% | +33,793+89.3% | Added |
| Resona Asset Management Co.,Ltd. | 72,433 | $6.10M | 0.04% | +1,933+2.7% | Added |
| Colony Group, LLC | 73,302 | $6.18M | 0.02% | +1,207+1.7% | Added |
| DekaBank Deutsche Girozentrale | 76,615 | $6.29M | 0.01% | +5,057+7.1% | Added |
| Ci Investments Inc. | 74,974 | $6.33M | 0.03% | +1,726+2.4% | Added |
| Squarepoint Ops LLC | 75,717 | $6.39M | 0.02% | −30,247−28.5% | Reduced |
| Azimuth Capital Investment Management LLC | 76,040 | $6.42M | 0.26% | +4,040+5.6% | Added |
| Nisa Investment Advisors, LLC | 76,868 | $6.49M | 0.03% | −663−0.9% | Reduced |
| Natixis Advisors, L.P. | 77,331 | $6.52M | 0.01% | +5,755+8.0% | Added |
| Credit Agricole S A | 78,275 | $6.60M | 0.02% | +120.0% | Added |
| Interval Partners, LP | 79,024 | $6.67M | 0.24% | −34,971−30.7% | Reduced |
| KLP Kapitalforvaltning AS | 80,545 | $6.80M | 0.03% | +1,200+1.5% | Added |
| Engineers Gate Manager LP | 83,779 | $7.07M | 0.12% | −108,548−56.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 84,886 | $7.16M | 0.02% | −3,282−3.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 86,280 | $7.28M | 0.06% | −6,700−7.2% | Reduced |
| Voleon Capital Management LP | 88,413 | $7.46M | 0.58% | +42,887+94.2% | Added |
| Macquarie Group Ltd | 89,829 | $7.58M | 0.01% | +3,668+4.3% | Added |
| Franklin Resources Inc | 90,306 | $7.62M | 0.00% | +7,913+9.6% | Added |
| Renaissance Technologies LLC | 91,000 | $7.68M | 0.01% | +91,000 | New |
| Ensign Peak Advisors, Inc | 92,006 | $7.76M | 0.01% | +2,185+2.4% | Added |
| AMF Pensionsforsakring AB | 95,164 | $8.04M | 0.06% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 97,207 | $8.20M | 0.03% | −12,341−11.3% | Reduced |
| Danske Bank A/S | 99,503 | $8.40M | 0.03% | −29,941−23.1% | Reduced |
| Two Sigma Investments, LP | 99,950 | $8.43M | 0.02% | −4,724−4.5% | Reduced |
| Acadian Asset Management LLC | 100,634 | $8.48M | 0.02% | +17,958+21.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 100,733 | $8.50M | 0.02% | −4,375−4.2% | Reduced |
| TD Asset Management Inc | 102,402 | $8.64M | 0.01% | +20,680+25.3% | Added |
| O'Shaughnessy Asset Management, LLC | 103,004 | $8.69M | 0.07% | +64,526+167.7% | Added |
| AMG National Trust Bank | 105,583 | $8.91M | 0.25% | 00.0% | Unchanged |
| Trexquant Investment LP | 106,820 | $9.01M | 0.10% | +106,820 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 106,906 | $9.02M | 0.02% | +4,965+4.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 107,508 | $9.07M | 0.02% | −89,492−45.4% | Reduced |
| Xponance, Inc. | 107,653 | $9.08M | 0.09% | +3,006+2.9% | Added |
| Edentree Asset Management Ltd | 108,000 | $9.11M | 3.06% | +680+0.6% | Added |
| Nomura Asset Management Co Ltd | 108,607 | $9.16M | 0.03% | +7,153+7.1% | Added |
| Churchill Management Corp | 109,318 | $9.22M | 0.12% | +4,309+4.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 110,359 | $9.31M | 0.03% | −64−0.1% | Reduced |
| Toronto Dominion Bank | 112,066 | $9.46M | 0.02% | −3,375−2.9% | Reduced |
| Royal London Asset Management Ltd | 112,626 | $9.50M | 0.02% | +9,492+9.2% | Added |
| Twinbeech Capital LP | 113,227 | $9.55M | 0.17% | +40,719+56.2% | Added |
| APG Asset Management N.V. | 122,900 | $9.60M | 0.03% | −4,100−3.2% | Reduced |
| LPL Financial LLC | 115,811 | $9.77M | 0.00% | +9,064+8.5% | Added |
| Ossiam | 119,796 | $10.1M | 0.14% | +113,867+1,920.5% | Added |
| Goelzer Investment Management, Inc. | 120,215 | $10.1M | 0.59% | −1,731−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 120,746 | $10.2M | 0.15% | +4,189+3.6% | Added |
| Forsta Ap-Fonden | 125,000 | $10.5M | 0.08% | +65,300+109.4% | Added |
| Capital Management Corp | 125,457 | $10.6M | 1.83% | +9,843+8.5% | Added |
| Manufacturers Life Insurance Company, The | 125,798 | $10.6M | 0.01% | −2,408−1.9% | Reduced |
| New York State Common Retirement Fund | 126,285 | $10.7M | 0.02% | −500−0.4% | Reduced |
| Prudential Financial Inc | 128,093 | $10.8M | 0.02% | +11,102+9.5% | Added |
| Millennium Management LLC | 130,420 | $11.0M | 0.01% | −206,618−61.3% | Reduced |
| Korea Investment CORP | 133,166 | $11.2M | 0.03% | −117,200−46.8% | Reduced |
| Worldquant Millennium Advisors LLC | 133,710 | $11.3M | 0.07% | −2,830−2.1% | Reduced |
| State of Wisconsin Investment Board | 134,665 | $11.4M | 0.03% | +1,633+1.2% | Added |
| Cambria Investment Management, L.P. | 136,127 | $11.5M | 0.80% | −13,530−9.0% | Reduced |
| AE Wealth Management LLC | 137,256 | $11.6M | 0.10% | +13,683+11.1% | Added |
| Brandywine Global Investment Management, LLC | 137,495 | $11.6M | 0.08% | +2,795+2.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 140,719 | $11.9M | 0.03% | −97,072−40.8% | Reduced |
| Holocene Advisors, LP | 142,314 | $12.0M | 0.04% | +17,708+14.2% | Added |
| Treasurer of the State of North Carolina | 142,740 | $12.0M | 0.05% | +40,266+39.3% | Added |
| Arrowstreet Capital, Limited Partnership | 143,547 | $12.1M | 0.01% | +97,465+211.5% | Added |
| Pictet Asset Management Holding SA | 144,437 | $12.2M | 0.01% | −838−0.6% | Reduced |
| Assenagon Asset Management S.A. | 148,183 | $12.5M | 0.02% | +140,046+1,721.1% | Added |
| American Century Companies Inc | 150,026 | $12.7M | 0.01% | −43,696−22.6% | Reduced |
| The PNC Financial Services Group, Inc. | 152,034 | $12.8M | 0.01% | −1,648−1.1% | Reduced |
| Aviva PLC | 159,647 | $13.5M | 0.03% | +20,162+14.5% | Added |
| Standard Life Aberdeen plc | 165,700 | $13.9M | 0.03% | +88,100+113.5% | Added |
| KBC Group NV | 165,753 | $14.0M | 0.04% | −125,626−43.1% | Reduced |
| Russell Investments Group, Ltd. | 167,481 | $14.1M | 0.02% | +17,738+11.8% | Added |
| Storebrand Asset Management AS | 174,790 | $14.7M | 0.05% | −23,991−12.1% | Reduced |
| National Bank of Canada | 179,095 | $15.1M | 0.02% | +60,024+50.4% | Added |
| New York State Teachers Retirement System | 180,325 | $15.2M | 0.04% | +1,043+0.6% | Added |
| Man Group plc | 183,877 | $15.5M | 0.05% | +43,359+30.9% | Added |
| Ameriprise Financial Inc | 195,731 | $16.5M | 0.00% | +45,929+30.7% | Added |
| Wells Fargo & Company | 197,062 | $16.6M | 0.00% | +14,740+8.1% | Added |
| Raymond James Financial Inc | 199,878 | $16.9M | 0.01% | −4,507−2.2% | Reduced |
| Teacher Retirement System of Texas | 199,900 | $16.9M | 0.07% | +199,900 | New |
| Citigroup Inc | 206,726 | $17.4M | 0.01% | +56,418+37.5% | Added |
| GW Henssler & Associates Ltd | 209,494 | $17.7M | 1.01% | +8,403+4.2% | Added |
| Two Sigma Advisers, LP | 209,600 | $17.7M | 0.04% | +124,200+145.4% | Added |
| Allianz Asset Management GmbH | 212,050 | $17.9M | 0.03% | +18,481+9.5% | Added |
| Bank of Montreal | 214,617 | $18.1M | 0.01% | −38,787−15.3% | Reduced |
| State Board of Administration of Florida Retirement System | 218,115 | $18.4M | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 223,742 | $18.9M | 0.02% | +32,650+17.1% | Added |
| Great West Life Assurance Co | 226,579 | $19.1M | 0.03% | −18,737−7.6% | Reduced |
| Principal Financial Group Inc | 229,603 | $19.4M | 0.01% | +2,513+1.1% | Added |
| Sound Income Strategies, LLC | 236,617 | $20.0M | 1.18% | +7,940+3.5% | Added |
| Marshall Wace, LLP | 248,102 | $20.9M | 0.03% | +239,964+2,948.7% | Added |
| Alliancebernstein L.P. | 251,296 | $21.2M | 0.01% | +11,521+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,979 | $24.6M | 0.07% | +137,445+88.9% | Added |
| Citadel Advisors LLC | 303,662 | $25.6M | 0.03% | −108,069−26.2% | Reduced |
| Price T Rowe Associates Inc | 305,217 | $25.8M | 0.00% | +2,638+0.9% | Added |
| Fort Washington Investment Advisors Inc | 310,103 | $26.2M | 0.16% | +5,906+1.9% | Added |
| California State Teachers Retirement System | 358,997 | $30.3M | 0.04% | −6,443−1.8% | Reduced |
| California Public Employees Retirement System | 367,039 | $31.0M | 0.02% | −4,054−1.1% | Reduced |
| Trust Point Inc. | 369,684 | $31.2M | 2.85% | −360−0.1% | Reduced |
| National Pension Service | 379,861 | $32.0M | 0.03% | +29,318+8.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 397,103 | $33.5M | 0.03% | +43,257+12.2% | Added |
| North Star Asset Management Inc | 399,769 | $33.7M | 1.54% | +2,224+0.6% | Added |
| Conning Inc. | 404,953 | $34.2M | 1.20% | +397,138+5,081.7% | Added |