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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 122,900 | $9.60M | 0.03% | −4,100−3.2% | Reduced |
| Twinbeech Capital LP | 113,227 | $9.55M | 0.17% | +40,719+56.2% | Added |
| Royal London Asset Management Ltd | 112,626 | $9.50M | 0.02% | +9,492+9.2% | Added |
| Toronto Dominion Bank | 112,066 | $9.46M | 0.02% | −3,375−2.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 110,359 | $9.31M | 0.03% | −64−0.1% | Reduced |
| Churchill Management Corp | 109,318 | $9.22M | 0.12% | +4,309+4.1% | Added |
| Nomura Asset Management Co Ltd | 108,607 | $9.16M | 0.03% | +7,153+7.1% | Added |
| Edentree Asset Management Ltd | 108,000 | $9.11M | 3.06% | +680+0.6% | Added |
| Xponance, Inc. | 107,653 | $9.08M | 0.09% | +3,006+2.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 107,508 | $9.07M | 0.02% | −89,492−45.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 106,906 | $9.02M | 0.02% | +4,965+4.9% | Added |
| Trexquant Investment LP | 106,820 | $9.01M | 0.10% | +106,820 | New |
| AMG National Trust Bank | 105,583 | $8.91M | 0.25% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 103,004 | $8.69M | 0.07% | +64,526+167.7% | Added |
| TD Asset Management Inc | 102,402 | $8.64M | 0.01% | +20,680+25.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 100,733 | $8.50M | 0.02% | −4,375−4.2% | Reduced |
| Acadian Asset Management LLC | 100,634 | $8.48M | 0.02% | +17,958+21.7% | Added |
| Two Sigma Investments, LP | 99,950 | $8.43M | 0.02% | −4,724−4.5% | Reduced |
| Danske Bank A/S | 99,503 | $8.40M | 0.03% | −29,941−23.1% | Reduced |
| Asset Management One Co.,Ltd. | 97,207 | $8.20M | 0.03% | −12,341−11.3% | Reduced |
| AMF Pensionsforsakring AB | 95,164 | $8.04M | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 92,006 | $7.76M | 0.01% | +2,185+2.4% | Added |
| Renaissance Technologies LLC | 91,000 | $7.68M | 0.01% | +91,000 | New |
| Franklin Resources Inc | 90,306 | $7.62M | 0.00% | +7,913+9.6% | Added |
| Macquarie Group Ltd | 89,829 | $7.58M | 0.01% | +3,668+4.3% | Added |
| Voleon Capital Management LP | 88,413 | $7.46M | 0.58% | +42,887+94.2% | Added |
| Mn Services Vermogensbeheer B.V. | 86,280 | $7.28M | 0.06% | −6,700−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 84,886 | $7.16M | 0.02% | −3,282−3.7% | Reduced |
| Engineers Gate Manager LP | 83,779 | $7.07M | 0.12% | −108,548−56.4% | Reduced |
| KLP Kapitalforvaltning AS | 80,545 | $6.80M | 0.03% | +1,200+1.5% | Added |
| Interval Partners, LP | 79,024 | $6.67M | 0.24% | −34,971−30.7% | Reduced |
| Credit Agricole S A | 78,275 | $6.60M | 0.02% | +120.0% | Added |
| Natixis Advisors, L.P. | 77,331 | $6.52M | 0.01% | +5,755+8.0% | Added |
| Nisa Investment Advisors, LLC | 76,868 | $6.49M | 0.03% | −663−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 76,040 | $6.42M | 0.26% | +4,040+5.6% | Added |
| Squarepoint Ops LLC | 75,717 | $6.39M | 0.02% | −30,247−28.5% | Reduced |
| Ci Investments Inc. | 74,974 | $6.33M | 0.03% | +1,726+2.4% | Added |
| DekaBank Deutsche Girozentrale | 76,615 | $6.29M | 0.01% | +5,057+7.1% | Added |
| Colony Group, LLC | 73,302 | $6.18M | 0.02% | +1,207+1.7% | Added |
| Resona Asset Management Co.,Ltd. | 72,433 | $6.10M | 0.04% | +1,933+2.7% | Added |
| Quantinno Capital Management LP | 71,636 | $6.04M | 0.04% | +33,793+89.3% | Added |
| State of New Jersey Common Pension Fund D | 70,010 | $5.91M | 0.03% | −5,020−6.7% | Reduced |
| Public Employees Retirement System of Ohio | 69,879 | $5.90M | 0.02% | −8,081−10.4% | Reduced |
| Aquatic Capital Management LLC | 69,554 | $5.87M | 0.15% | +28,256+68.4% | Added |
| Rafferty Asset Management, LLC | 68,986 | $5.82M | 0.02% | −5,260−7.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,151 | $5.58M | 0.07% | −41,600−38.6% | Reduced |
| Arizona State Retirement System | 66,126 | $5.58M | 0.04% | −1,116−1.7% | Reduced |
| ExodusPoint Capital Management, LP | 66,105 | $5.58M | 0.07% | +66,105 | New |
| Voya Investment Management LLC | 65,972 | $5.57M | 0.01% | +3,771+6.1% | Added |
| Commonwealth Equity Services, LLC | 65,903 | $5.56M | 0.01% | −11,765−15.1% | Reduced |
| Wealthfront Advisers LLC | 63,699 | $5.37M | 0.01% | +5,815+10.0% | Added |
| D. E. Shaw & Co., Inc. | 63,561 | $5.36M | 0.01% | +6,497+11.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,048 | $5.23M | 0.01% | +4,625+8.1% | Added |
| Cetera Investment Advisers | 61,564 | $5.19M | 0.01% | +5,461+9.7% | Added |
| State of Tennessee, Treasury Department | 60,070 | $5.07M | 0.02% | −1,630−2.6% | Reduced |
| DMKC Advisory Services, LLC | 59,752 | $5.04M | 4.54% | −997−1.6% | Reduced |
| Unison Advisors LLC | 59,456 | $5.02M | 0.64% | +525+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 58,430 | $4.93M | 0.28% | −2,912−4.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 57,329 | $4.84M | 0.01% | +8,054+16.3% | Added |
| State of Michigan Retirement System | 57,080 | $4.82M | 0.03% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 56,389 | $4.76M | 0.02% | +1,835+3.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 55,848 | $4.71M | 0.03% | +807+1.5% | Added |
| ProShare Advisors LLC | 55,068 | $4.65M | 0.01% | +4,084+8.0% | Added |
| MetLife Investment Management | 54,947 | $4.64M | 0.03% | −1,037−1.9% | Reduced |
| Omers Administration Corp | 54,118 | $4.57M | 0.04% | +44,187+444.9% | Added |
| Mediolanum International Funds Ltd | 54,120 | $4.50M | 0.06% | +35,492+190.5% | Added |
| Creative Planning | 51,775 | $4.37M | 0.00% | +3,396+7.0% | Added |
| Dean Investment Associates, LLC | 50,840 | $4.29M | 0.63% | −5,439−9.7% | Reduced |
| Envestnet Asset Management Inc | 49,183 | $4.15M | 0.00% | +5,457+12.5% | Added |
| Alerus Financial NA | 49,170 | $4.15M | 0.33% | +49,170 | New |
| Kinneret Advisory, LLC | 48,714 | $4.11M | 0.41% | −163−0.3% | Reduced |
| Corebridge Financial, Inc. | 48,461 | $4.09M | 0.02% | −1,478−3.0% | Reduced |
| Czech National Bank | 48,332 | $4.08M | 0.04% | +2,707+5.9% | Added |
| PGGM Investments | 48,179 | $4.07M | 0.05% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,122 | $4.06M | 0.02% | +3,379+7.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 47,764 | $4.03M | 0.02% | +2,488+5.5% | Added |
| Comerica Bank | 47,674 | $4.02M | 0.02% | −550−1.1% | Reduced |
| IFM Investors Pty Ltd | 45,814 | $3.87M | 0.04% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 45,218 | $3.82M | 0.01% | −342−0.8% | Reduced |
| British Columbia Investment Management Corp | 43,747 | $3.69M | 0.02% | −602−1.4% | Reduced |
| Pathstone Holdings, LLC | 42,757 | $3.61M | 0.02% | +15,153+54.9% | Added |
| Amalgamated Bank | 41,840 | $3.53M | 0.03% | +657+1.6% | Added |
| Unigestion Holding SA | 41,155 | $3.47M | 0.20% | −4,369−9.6% | Reduced |
| Sciencast Management LP | 40,224 | $3.39M | 0.78% | +14,305+55.2% | Added |
| Advisor Group Holdings, Inc. | 38,774 | $3.27M | 0.01% | −11,328−22.6% | Reduced |
| DnB Asset Management AS | 38,227 | $3.23M | 0.01% | −82,706−68.4% | Reduced |
| Baird Financial Group, Inc. | 38,198 | $3.22M | 0.01% | −5,462−12.5% | Reduced |
| CIBC Asset Management Inc | 38,039 | $3.21M | 0.01% | −256−0.7% | Reduced |
| Groupe la Francaise | 37,705 | $3.21M | 0.07% | +5,139+15.8% | Added |
| Entropy Technologies, LP | 37,793 | $3.19M | 0.31% | +12,779+51.1% | Added |
| Utah Retirement Systems | 37,575 | $3.17M | 0.04% | −138−0.4% | Reduced |
| CI Private Wealth, LLC | 37,138 | $3.13M | 0.01% | +2,838+8.3% | Added |
| Natixis | 37,162 | $3.11M | 0.02% | −106,229−74.1% | Reduced |
| Susquehanna International Group, LLP | 36,716 | $3.10M | 0.01% | −133,250−78.4% | Reduced |
| Avantax Planning Partners, Inc. | 35,998 | $3.04M | 0.11% | −112−0.3% | Reduced |
| Freestone Capital Holdings, LLC | 35,890 | $3.03M | 0.11% | +534+1.5% | Added |
| Advisors Asset Management, Inc. | 35,628 | $3.01M | 0.06% | +2,623+7.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 35,059 | $2.96M | 0.12% | +27,330+353.6% | Added |
| Cerity Partners LLC | 34,782 | $2.93M | 0.01% | +5,603+19.2% | Added |
| Captrust Financial Advisors | 33,700 | $2.84M | 0.01% | +3,093+10.1% | Added |