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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 33,279 | $2.81M | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 32,064 | $2.70M | 0.00% | +5,094+18.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,677 | $2.67M | 0.01% | −1,394−4.2% | Reduced |
| New York Life Investment Management LLC | 31,450 | $2.65M | 0.03% | −198−0.6% | Reduced |
| Ethic Inc. | 31,053 | $2.64M | 0.05% | −6,912−18.2% | Reduced |
| Daiwa Securities Group Inc. | 31,231 | $2.63M | 0.01% | +1,936+6.6% | Added |
| Argent Trust Co | 30,199 | $2.55M | 0.10% | +854+2.9% | Added |
| Thrivent Financial for Lutherans | 30,059 | $2.54M | 0.01% | +10,138+50.9% | Added |
| Financial Advisory Service, Inc. | 30,032 | $2.53M | 0.21% | +1,134+3.9% | Added |
| Alaska Permanent Fund Corp | 33,843 | $2.51M | 0.04% | 00.0% | Unchanged |
| Foster & Motley Inc | 29,537 | $2.49M | 0.16% | +532+1.8% | Added |
| Quest Partners LLC | 29,307 | $2.47M | 0.27% | +106+0.4% | Added |
| Yousif Capital Management, LLC | 28,707 | $2.42M | 0.03% | −778−2.6% | Reduced |
| Wedge Capital Management L L P | 28,489 | $2.40M | 0.05% | +2,508+9.7% | Added |
| Dakota Wealth Management | 28,428 | $2.40M | 0.06% | −1,842−6.1% | Reduced |
| UniSuper Management Pty Ltd | 28,417 | $2.40M | 0.02% | −411−1.4% | Reduced |
| Headlands Technologies LLC | 28,273 | $2.39M | 0.27% | +13,875+96.4% | Added |
| USS Investment Management Ltd | 28,254 | $2.38M | 0.02% | −22,100−43.9% | Reduced |
| Nissay Asset Management Corp | 27,975 | $2.36M | 0.02% | −25−0.1% | Reduced |
| Dark Forest Capital Management LP | 27,956 | $2.36M | 0.11% | +27,956 | New |
| Centric Wealth Management | 27,913 | $2.36M | 0.62% | +2,406+9.4% | Added |
| Bank of Nova Scotia | 27,615 | $2.33M | 0.01% | −129,211−82.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,536 | $2.32M | 0.01% | +139+0.5% | Added |
| JustInvest LLC | 27,518 | $2.32M | 0.03% | +3,490+14.5% | Added |
| Janus Henderson Group PLC | 27,400 | $2.28M | 0.00% | +359+1.3% | Added |
| Elo Mutual Pension Insurance Co | 26,326 | $2.22M | 0.05% | +2,942+12.6% | Added |
| CIBC World Markets Corp | 26,214 | $2.21M | 0.02% | −7,962−23.3% | Reduced |
| Mackenzie Financial Corp | 26,116 | $2.20M | 0.00% | +2,438+10.3% | Added |
| Private Advisor Group, LLC | 25,771 | $2.17M | 0.01% | −71−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,169 | $2.17M | 0.01% | +2,636+11.2% | Added |
| Columbus Macro, LLC | 25,440 | $2.15M | 0.28% | −213−0.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 25,356 | $2.14M | 0.66% | +19,405+326.1% | Added |
| Ostrum Asset Management | 25,050 | $2.11M | 0.11% | −948−3.6% | Reduced |
| Hohimer Wealth Management, LLC | 25,035 | $2.11M | 0.41% | +311+1.3% | Added |
| OP Asset Management Ltd | 24,915 | $2.10M | 0.04% | +24,915 | New |
| State of Alaska, Department of Revenue | 24,659 | $2.08M | 0.02% | +665+2.8% | Added |
| Siemens Fonds Invest GmbH | 24,551 | $2.07M | 0.14% | −201−0.8% | Reduced |
| Mutual of America Capital Management LLC | 24,472 | $2.06M | 0.02% | −737−2.9% | Reduced |
| US Bancorp | 24,437 | $2.06M | 0.00% | +1,264+5.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,223 | $2.04M | 0.02% | +29+0.1% | Added |
| Vident Advisory, LLC | 24,051 | $2.03M | 0.03% | +17,358+259.3% | Added |
| STRS Ohio | 24,003 | $2.03M | 0.01% | +24,003 | New |
| Federated Hermes, Inc. | 23,906 | $2.02M | 0.00% | +3,901+19.5% | Added |
| Sound View Wealth Advisors Group, LLC | 23,561 | $1.99M | 0.16% | +119+0.5% | Added |
| SEI Investments Co | 23,324 | $1.97M | 0.00% | +3,276+16.3% | Added |
| KC Investment Advisors, LLC | 23,042 | $1.94M | 0.43% | +12,962+128.6% | Added |
| Magnetar Financial LLC | 22,878 | $1.93M | 0.03% | +22,878 | New |
| Nebula Research & Development LLC | 22,743 | $1.92M | 0.18% | +22,743 | New |
| ISAM Funds (UK) Ltd | 22,403 | $1.89M | 0.93% | +22,403 | New |
| Weaver C. Barksdale & Associates, Inc. | 22,359 | $1.88M | 1.81% | −541−2.4% | Reduced |
| BBR Partners, LLC | 22,020 | $1.86M | 0.13% | −32−0.1% | Reduced |
| Commerce Bank | 21,766 | $1.84M | 0.01% | −583−2.6% | Reduced |
| GoalVest Advisory LLC | 21,498 | $1.81M | 0.50% | +3,220+17.6% | Added |
| Wakefield Asset Management LLLP | 21,318 | $1.80M | 0.54% | +21,318 | New |
| MAI Capital Management | 20,570 | $1.74M | 0.01% | −98−0.5% | Reduced |
| Neuberger Berman Group LLC | 20,148 | $1.70M | 0.00% | +198+1.0% | Added |
| Janney Montgomery Scott LLC | 19,956 | $1.68M | 0.00% | −268−1.3% | Reduced |
| Ieq Capital, LLC | 19,926 | $1.68M | 0.01% | +15,462+346.4% | Added |
| Rakuten Investment Management, Inc. | 19,738 | $1.64M | 0.01% | +19,738 | New |
| Aster Capital Management (DIFC) Ltd | 18,131 | $1.61M | 0.30% | +18,131 | New |
| CWM, LLC | 19,010 | $1.60M | 0.01% | +6,017+46.3% | Added |
| Northwestern Mutual Wealth Management Co | 18,997 | $1.60M | 0.00% | +873+4.8% | Added |
| RSM US Wealth Management LLC | 18,863 | $1.59M | 0.02% | −935−4.7% | Reduced |
| Tredje AP-fonden | 18,842 | $1.59M | 0.01% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 18,688 | $1.58M | 0.21% | +1,110+6.3% | Added |
| Intech Investment Management LLC | 18,553 | $1.57M | 0.02% | −40,820−68.8% | Reduced |
| ASR Vermogensbeheer N.V. | 18,245 | $1.54M | 0.02% | +18,245 | New |
| Oregon Public Employees Retirement Fund | 18,113 | $1.53M | 0.03% | +110+0.6% | Added |
| Schroder Investment Management Group | 18,274 | $1.52M | 0.00% | −47,762−72.3% | Reduced |
| Donoghue Forlines LLC | 17,736 | $1.50M | 0.47% | +17,736 | New |
| Teza Capital Management LLC | 17,678 | $1.49M | 0.68% | +12,877+268.2% | Added |
| Brevan Howard Capital Management LP | 17,648 | $1.49M | 0.04% | +17,648 | New |
| Public Employees Retirement Association of Colorado | 17,611 | $1.49M | 0.01% | −6,174−26.0% | Reduced |
| Mercer Global Advisors Inc | 17,181 | $1.45M | 0.00% | −2,613−13.2% | Reduced |
| Versor Investments LP | 17,100 | $1.44M | 0.24% | +17,100 | New |
| Bessemer Group Inc | 16,995 | $1.43M | 0.00% | −41,511−71.0% | Reduced |
| Pinebridge Investments, L.P. | 16,853 | $1.42M | 0.01% | +11,042+190.0% | Added |
| Mizuho Securities USA LLC | 16,849 | $1.42M | 0.03% | −3,095−15.5% | Reduced |
| Nordea Investment Management AB | 16,945 | $1.42M | 0.00% | −1,985−10.5% | Reduced |
| Candriam Luxembourg S.C.A. | 16,758 | $1.41M | 0.01% | −6,666−28.5% | Reduced |
| Sanctuary Advisors, LLC | 16,606 | $1.40M | 0.01% | −8,501−33.9% | Reduced |
| Lecap Asset Management Ltd | 16,579 | $1.40M | 0.33% | −5,890−26.2% | Reduced |
| Andra AP-fonden | 16,500 | $1.39M | 0.02% | +16,500 | New |
| HighTower Advisors, LLC | 16,469 | $1.39M | 0.00% | +2,018+14.0% | Added |
| Teachers Retirement System of the State of Kentucky | 16,229 | $1.37M | 0.01% | +461+2.9% | Added |
| Montag A & Associates Inc | 16,192 | $1.37M | 0.07% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 16,170 | $1.36M | 0.72% | −244−1.5% | Reduced |
| Toroso Investments, LLC | 15,772 | $1.33M | 0.01% | −1,085−6.4% | Reduced |
| Gsa Capital Partners LLP | 15,633 | $1.32M | 0.12% | +15,633 | New |
| Midland Wealth Advisors LLC | 15,574 | $1.31M | 0.08% | +15,574 | New |
| Kentucky Retirement Systems | 15,491 | $1.31M | 0.04% | +850+5.8% | Added |
| Diversified Trust Co | 14,803 | $1.25M | 0.03% | +14,803 | New |
| Avanza Fonder AB | 14,358 | $1.24M | 0.04% | −7,119−33.1% | Reduced |
| Resources Investment Advisors, LLC. | 14,644 | $1.24M | 0.01% | +274+1.9% | Added |
| Rockefeller Capital Management L.P. | 14,630 | $1.23M | 0.00% | −1,928−11.6% | Reduced |
| Stifel Financial Corp | 14,585 | $1.23M | 0.00% | −53−0.4% | Reduced |
| Jones Financial Companies LLLP | 14,579 | $1.21M | 0.00% | +3,418+30.6% | Added |
| Crossmark Global Holdings, Inc. | 14,058 | $1.19M | 0.02% | −590−4.0% | Reduced |
| Vinva Investment Management Ltd | 14,125 | $1.17M | 0.05% | +6,313+80.8% | Added |
| Handelsbanken Fonder AB | 13,554 | $1.14M | 0.00% | −4,565−25.2% | Reduced |