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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 426,383 | $36.0M | 0.06% | −285,640−40.1% | Reduced |
| Bridgewater Associates, LP | 454,436 | $38.3M | 0.18% | +200,684+79.1% | Added |
| Rhumbline Advisers | 474,956 | $40.1M | 0.04% | +36,309+8.3% | Added |
| Verition Fund Management LLC | 514,608 | $43.4M | 0.25% | +32,393+6.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 526,649 | $44.4M | 0.03% | +13,483+2.6% | Added |
| Nuveen, LLC | 568,757 | $48.0M | 0.02% | +568,757 | New |
| Swiss Life Asset Management Ltd | 586,834 | $49.5M | 0.36% | +3,685+0.6% | Added |
| Massachusetts Financial Services Co | 591,970 | $49.9M | 0.02% | +134,828+29.5% | Added |
| BNP Paribas Arbitrage, SA | 604,121 | $51.0M | 0.04% | +134,697+28.7% | Added |
| AQR Capital Management LLC | 645,431 | $53.6M | 0.06% | +526,701+443.6% | Added |
| Swiss National Bank | 645,100 | $54.4M | 0.04% | −9,100−1.4% | Reduced |
| FMR LLC | 649,543 | $54.8M | 0.00% | +169,563+35.3% | Added |
| Voloridge Investment Management, LLC | 773,019 | $65.2M | 0.24% | −106,685−12.1% | Reduced |
| Barclays PLC | 785,461 | $66.3M | 0.03% | +244,359+45.2% | Added |
| Mairs & Power Inc | 791,944 | $66.8M | 0.70% | −31,534−3.8% | Reduced |
| AustralianSuper Pty Ltd | 893,246 | $75.4M | 0.43% | +227,836+34.2% | Added |
| Deutsche Bank AG | 1,000,837 | $84.4M | 0.03% | −481,216−32.5% | Reduced |
| Amundi | 1,136,838 | $90.2M | 0.03% | −222,941−16.4% | Reduced |
| Royal Bank of Canada | 1,080,097 | $91.1M | 0.02% | +17,969+1.7% | Added |
| HSBC Holdings PLC | 1,177,467 | $99.2M | 0.07% | −259,392−18.1% | Reduced |
| JPMorgan Chase & Co | 1,269,676 | $107.1M | 0.01% | −709,882−35.9% | Reduced |
| Bank of New York Mellon Corp | 1,433,473 | $120.9M | 0.02% | −94,565−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,468,728 | $123.9M | 0.02% | +20,221+1.4% | Added |
| UBS Group AG | 1,472,230 | $124.2M | 0.03% | −17,143−1.2% | Reduced |
| Legal & General Group Plc | 1,650,346 | $139.2M | 0.04% | +23,226+1.4% | Added |
| UBS Asset Management Americas Inc | 1,808,484 | $152.6M | 0.04% | −68,762−3.7% | Reduced |
| Wellington Management Group LLP | 2,070,573 | $174.7M | 0.03% | −2,121,265−50.6% | Reduced |
| Invesco Ltd. | 2,600,510 | $219.4M | 0.04% | −153,477−5.6% | Reduced |
| Goldman Sachs Group Inc | 2,613,143 | $220.5M | 0.04% | +1,393,008+114.2% | Added |
| Norges Bank | 2,861,630 | $241.4M | 0.03% | +58,100+2.1% | Added |
| Morgan Stanley | 2,969,821 | $250.6M | 0.02% | +58,225+2.0% | Added |
| Northern Trust Corp | 3,581,196 | $302.1M | 0.04% | −81,722−2.2% | Reduced |
| Dimensional Fund Advisors LP | 3,663,656 | $309.1M | 0.08% | −249,408−6.4% | Reduced |
| Victory Capital Management Inc | 3,707,534 | $312.8M | 0.32% | +3,296,608+802.2% | Added |
| Capital Research Global Investors | 4,983,302 | $420.4M | 0.09% | +15,445+0.3% | Added |
| Geode Capital Management, LLC | 5,480,842 | $460.9M | 0.04% | +14,255+0.3% | Added |
| State Street Corp | 10,766,566 | $908.4M | 0.04% | +1,097,478+11.4% | Added |
| Bank of America Corp | 11,286,861 | $952.3M | 0.08% | +1,484,507+15.1% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.53B | 24.26% | 00.0% | Unchanged |
| BlackRock, Inc. | 19,588,317 | $1.65B | 0.03% | −267,737−1.3% | Reduced |
| Vanguard Group Inc | 27,247,915 | $2.30B | 0.04% | −182,612−0.7% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −367,504−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −105,399−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −81,532−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −61,557−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −44,807−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −19,588−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −17,116−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −13,623−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −11,709−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −8,808−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,414−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,026−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −7,784−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,152−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −6,117−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,497−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,029−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −4,829−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −4,798−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,280−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −3,966−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Oldfather Financial Services, LLC | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| IMS Capital Management | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −2,818−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −2,706−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,587−100.0% | Sold out |
| Kieckhefer Group LLC | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Crews Bank & Trust | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Christopher J. Hasenberg, Inc | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |