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, Q2 2025
Institutional positions in Principal Financial Group Inc as of Jun 30, 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
- 814
- −17 vs. Q1 2025
- Shares held
- 165.8M
- −1.80M (−1.1%) vs. Q1 2025
- Total value
- $13.2B
- −$962.5M (−6.8%) vs. Q1 2025
- New holders
- 83
- 314 more added
- Sold out
- 100
- 276 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,345,064 | $2.17B | 0.04% | +97,149+0.4% | Added |
| BlackRock, Inc. | 20,203,344 | $1.60B | 0.03% | +615,027+3.1% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.44B | 21.77% | 00.0% | Unchanged |
| Bank of America Corp | 12,370,852 | $982.6M | 0.08% | +1,083,991+9.6% | Added |
| State Street Corp | 10,692,504 | $849.3M | 0.03% | −74,062−0.7% | Reduced |
| Geode Capital Management, LLC | 5,486,682 | $434.0M | 0.03% | +5,840+0.1% | Added |
| Victory Capital Management Inc | 4,294,685 | $341.1M | 0.22% | +587,151+15.8% | Added |
| Dimensional Fund Advisors LP | 3,764,738 | $299.0M | 0.07% | +101,082+2.8% | Added |
| Northern Trust Corp | 3,485,067 | $276.8M | 0.04% | −96,129−2.7% | Reduced |
| Morgan Stanley | 3,172,836 | $252.0M | 0.02% | +203,015+6.8% | Added |
| Norges Bank | 2,859,100 | $227.1M | 0.03% | −2,530−0.1% | Reduced |
| Invesco Ltd. | 2,740,463 | $217.7M | 0.04% | +139,953+5.4% | Added |
| UBS Asset Management Americas Inc | 2,098,718 | $166.7M | 0.03% | +290,234+16.0% | Added |
| Goldman Sachs Group Inc | 1,930,224 | $153.3M | 0.02% | −682,919−26.1% | Reduced |
| Amundi | 1,791,246 | $144.2M | 0.05% | +654,408+57.6% | Added |
| Royal Bank of Canada | 1,737,520 | $138.0M | 0.03% | +657,423+60.9% | Added |
| Legal & General Group Plc | 1,582,126 | $125.7M | 0.03% | −68,220−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,468,558 | $116.6M | 0.02% | −1700.0% | Reduced |
| Bank of New York Mellon Corp | 1,349,005 | $107.2M | 0.02% | −84,468−5.9% | Reduced |
| UBS Group AG | 1,246,883 | $99.0M | 0.02% | −225,347−15.3% | Reduced |
| HSBC Holdings PLC | 1,128,560 | $89.6M | 0.06% | −48,907−4.2% | Reduced |
| Deutsche Bank AG | 1,050,646 | $83.5M | 0.03% | +49,809+5.0% | Added |
| JPMorgan Chase & Co | 1,023,850 | $81.3M | 0.01% | −245,826−19.4% | Reduced |
| AustralianSuper Pty Ltd | 993,643 | $78.9M | 0.40% | +100,397+11.2% | Added |
| Qube Research & Technologies Ltd | 901,652 | $71.6M | 0.10% | +475,269+111.5% | Added |
| Barclays PLC | 788,860 | $62.7M | 0.02% | +3,399+0.4% | Added |
| First Trust Advisors LP | 690,528 | $54.8M | 0.04% | +466,786+208.6% | Added |
| Swiss National Bank | 681,000 | $54.1M | 0.03% | +35,900+5.6% | Added |
| FMR LLC | 616,990 | $49.0M | 0.00% | −32,553−5.0% | Reduced |
| Massachusetts Financial Services Co | 608,954 | $48.4M | 0.02% | +16,984+2.9% | Added |
| AQR Capital Management LLC | 596,724 | $47.4M | 0.04% | −48,707−7.5% | Reduced |
| Swiss Life Asset Management Ltd | 586,751 | $46.6M | 0.27% | −830.0% | Reduced |
| Nuveen, LLC | 568,277 | $45.1M | 0.01% | −480−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 550,712 | $43.7M | 0.03% | +24,063+4.6% | Added |
| BNP Paribas Arbitrage, SA | 523,381 | $41.6M | 0.03% | −80,740−13.4% | Reduced |
| Rhumbline Advisers | 484,457 | $38.5M | 0.03% | +9,501+2.0% | Added |
| Bridgewater Associates, LP | 451,548 | $35.9M | 0.14% | −2,888−0.6% | Reduced |
| Conning Inc. | 445,660 | $35.4M | 1.22% | +40,707+10.1% | Added |
| Voloridge Investment Management, LLC | 443,678 | $35.2M | 0.13% | −329,341−42.6% | Reduced |
| Marshall Wace, LLP | 411,185 | $32.7M | 0.04% | +163,083+65.7% | Added |
| California Public Employees Retirement System | 404,707 | $32.1M | 0.02% | +37,668+10.3% | Added |
| North Star Asset Management Inc | 401,919 | $31.9M | 1.35% | +2,150+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 400,161 | $31.8M | 0.03% | +3,058+0.8% | Added |
| California State Teachers Retirement System | 395,145 | $31.4M | 0.03% | +36,148+10.1% | Added |
| National Pension Service | 382,437 | $30.4M | 0.03% | +2,576+0.7% | Added |
| Trust Point Inc. | 369,684 | $29.4M | 2.77% | 00.0% | Unchanged |
| Mairs & Power Inc | 362,798 | $28.8M | 0.28% | −429,146−54.2% | Reduced |
| D. E. Shaw & Co., Inc. | 353,264 | $28.1M | 0.03% | +289,703+455.8% | Added |
| Two Sigma Investments, LP | 346,959 | $27.6M | 0.05% | +247,009+247.1% | Added |
| Verition Fund Management LLC | 319,631 | $25.4M | 0.15% | −194,977−37.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 314,711 | $25.0M | 0.06% | +173,992+123.6% | Added |
| Fort Washington Investment Advisors Inc | 314,354 | $25.0M | 0.14% | +4,251+1.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 313,766 | $24.9M | 0.06% | +21,787+7.5% | Added |
| Price T Rowe Associates Inc | 307,297 | $24.4M | 0.00% | +2,080+0.7% | Added |
| Millennium Management LLC | 290,381 | $23.1M | 0.02% | +159,961+122.7% | Added |
| Two Sigma Advisers, LP | 274,000 | $21.8M | 0.04% | +64,400+30.7% | Added |
| Prana Capital Management, LP | 259,230 | $20.6M | 0.75% | +259,230 | New |
| Sound Income Strategies, LLC | 248,858 | $19.8M | 1.13% | +12,241+5.2% | Added |
| Ameriprise Financial Inc | 244,388 | $19.4M | 0.00% | +48,657+24.9% | Added |
| Citadel Advisors LLC | 240,722 | $19.1M | 0.02% | −62,940−20.7% | Reduced |
| Lighthouse Investment Partners, LLC | 239,806 | $19.0M | 0.83% | +239,806 | New |
| American Century Companies Inc | 238,672 | $19.0M | 0.01% | +88,646+59.1% | Added |
| Alliancebernstein L.P. | 233,089 | $18.5M | 0.01% | −18,207−7.2% | Reduced |
| Great West Life Assurance Co | 232,618 | $18.5M | 0.03% | +6,039+2.7% | Added |
| Wells Fargo & Company | 231,880 | $18.4M | 0.00% | +34,818+17.7% | Added |
| Raymond James Financial Inc | 228,037 | $18.1M | 0.01% | +28,159+14.1% | Added |
| State Board of Administration of Florida Retirement System | 220,315 | $17.5M | 0.03% | +2,200+1.0% | Added |
| Principal Financial Group Inc | 216,292 | $17.2M | 0.01% | −13,311−5.8% | Reduced |
| Citigroup Inc | 216,141 | $17.2M | 0.01% | +9,415+4.6% | Added |
| GW Henssler & Associates Ltd | 213,618 | $17.0M | 0.91% | +4,124+2.0% | Added |
| Man Group plc | 213,127 | $16.9M | 0.04% | +29,250+15.9% | Added |
| State of Wisconsin Investment Board | 211,079 | $16.8M | 0.04% | +76,414+56.7% | Added |
| Treasurer of the State of North Carolina | 204,613 | $16.3M | 0.05% | +61,873+43.3% | Added |
| Swedbank AB | 197,386 | $15.7M | 0.02% | +197,386 | New |
| Tudor Investment Corp Et Al | 195,789 | $15.6M | 0.12% | +195,789 | New |
| Korea Investment CORP | 192,166 | $15.3M | 0.03% | +59,000+44.3% | Added |
| O'Shaughnessy Asset Management, LLC | 190,330 | $15.1M | 0.10% | +87,326+84.8% | Added |
| Bank of Montreal | 181,963 | $14.5M | 0.01% | −32,654−15.2% | Reduced |
| Prudential Financial Inc | 179,448 | $14.3M | 0.02% | +51,355+40.1% | Added |
| Teacher Retirement System of Texas | 178,167 | $14.2M | 0.06% | −21,733−10.9% | Reduced |
| Interval Partners, LP | 177,306 | $14.1M | 0.32% | +98,282+124.4% | Added |
| Storebrand Asset Management AS | 176,629 | $14.0M | 0.04% | +1,839+1.1% | Added |
| Standard Life Aberdeen plc | 173,436 | $13.8M | 0.02% | +7,736+4.7% | Added |
| Aviva PLC | 168,095 | $13.4M | 0.03% | +8,448+5.3% | Added |
| National Bank of Canada | 165,221 | $13.1M | 0.01% | −13,874−7.7% | Reduced |
| Pictet Asset Management Holding SA | 161,144 | $12.8M | 0.01% | +16,707+11.6% | Added |
| New York State Teachers Retirement System | 159,940 | $12.7M | 0.03% | −20,385−11.3% | Reduced |
| AE Wealth Management LLC | 156,900 | $12.5M | 0.09% | +19,644+14.3% | Added |
| Schonfeld Strategic Advisors LLC | 155,718 | $12.4M | 0.09% | +148,136+1,953.8% | Added |
| Forsta Ap-Fonden | 153,500 | $12.2M | 0.08% | +28,500+22.8% | Added |
| Russell Investments Group, Ltd. | 151,879 | $12.1M | 0.02% | −15,602−9.3% | Reduced |
| Edentree Asset Management Ltd | 148,600 | $11.8M | 3.27% | +40,600+37.6% | Added |
| Capital Management Corp | 144,879 | $11.5M | 1.96% | +19,422+15.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 137,623 | $10.9M | 0.02% | +30,717+28.7% | Added |
| The PNC Financial Services Group, Inc. | 137,574 | $10.9M | 0.01% | −14,460−9.5% | Reduced |
| Worldquant Millennium Advisors LLC | 137,301 | $10.9M | 0.05% | +3,591+2.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 136,027 | $10.8M | 0.02% | +28,519+26.5% | Added |
| Brandywine Global Investment Management, LLC | 134,195 | $10.7M | 0.08% | −3,300−2.4% | Reduced |
| Holocene Advisors, LP | 130,077 | $10.3M | 0.03% | −12,237−8.6% | Reduced |
| Bank of Nova Scotia | 127,860 | $10.2M | 0.02% | +100,245+363.0% | Added |