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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 12,007 | $953.7K | 0.02% | +1,623+15.6% | Added |
| Glenmede Investment Management, LP | 12,038 | $956.2K | 0.00% | +12,038 | New |
| SG Americas Securities, LLC | 12,304 | $977.0K | 0.00% | +1,130+10.1% | Added |
| Savant Capital, LLC | 12,368 | $982.4K | 0.01% | −685−5.2% | Reduced |
| Gulf International Bank (UK) Ltd | 12,727 | $1.01M | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,786 | $1.02M | 0.01% | +1,300+11.3% | Added |
| PSI Advisors, LLC | 13,190 | $1.05M | 0.51% | +2,829+27.3% | Added |
| D.A. Davidson & Co. | 13,238 | $1.05M | 0.01% | +10+0.1% | Added |
| Resources Investment Advisors, LLC. | 13,406 | $1.06M | 0.01% | −1,238−8.5% | Reduced |
| Impax Asset Management Group plc | 13,450 | $1.07M | 0.01% | +13,450 | New |
| Kestra Advisory Services, LLC | 13,483 | $1.07M | 0.01% | +1,762+15.0% | Added |
| Procyon Private Wealth Partners, LLC | 13,542 | $1.08M | 0.10% | +8,170+152.1% | Added |
| Crossmark Global Holdings, Inc. | 13,561 | $1.08M | 0.02% | −497−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 13,663 | $1.09M | 0.02% | +663+5.1% | Added |
| Lecap Asset Management Ltd | 13,795 | $1.10M | 0.39% | −2,784−16.8% | Reduced |
| Oppenheimer & Co Inc | 13,796 | $1.10M | 0.01% | +2,088+17.8% | Added |
| Commonwealth Retirement Investments LLC | 14,015 | $1.11M | 0.42% | +14,015 | New |
| Montag A & Associates Inc | 14,065 | $1.12M | 0.05% | −2,127−13.1% | Reduced |
| Mizuho Securities USA LLC | 14,261 | $1.13M | 0.02% | +14,261 | New |
| Pinebridge Investments, L.P. | 14,329 | $1.14M | 0.01% | −2,524−15.0% | Reduced |
| Avanza Fonder AB | 14,358 | $1.14M | 0.03% | 00.0% | Unchanged |
| Denali Advisors LLC | 14,453 | $1.15M | 0.12% | +7,816+117.8% | Added |
| Vinva Investment Management Ltd | 14,534 | $1.15M | 0.03% | +409+2.9% | Added |
| Kentucky Retirement Systems | 14,539 | $1.15M | 0.03% | −952−6.1% | Reduced |
| Sterling Capital Management LLC | 14,783 | $1.17M | 0.02% | +2,167+17.2% | Added |
| CWM, LLC | 15,181 | $1.21M | 0.00% | −3,829−20.1% | Reduced |
| Schroder Investment Management Group | 15,233 | $1.21M | 0.00% | −3,041−16.6% | Reduced |
| Hartford Investment Management Co | 15,306 | $1.22M | 0.04% | +2,378+18.4% | Added |
| Nebula Research & Development LLC | 15,414 | $1.22M | 0.10% | −7,329−32.2% | Reduced |
| Generali Asset Management SPA SGR | 15,535 | $1.23M | 0.03% | +15,535 | New |
| Caxton Associates LLP | 15,581 | $1.24M | 0.03% | +8,230+112.0% | Added |
| Midland Wealth Advisors LLC | 15,674 | $1.24M | 0.07% | +100+0.6% | Added |
| Cornercap Investment Counsel Inc | 15,780 | $1.25M | 0.65% | −390−2.4% | Reduced |
| Toroso Investments, LLC | 15,792 | $1.25M | 0.01% | +20+0.1% | Added |
| Empowered Funds, LLC | 16,098 | $1.28M | 0.01% | +11,420+244.1% | Added |
| Stifel Financial Corp | 16,316 | $1.30M | 0.00% | +1,731+11.9% | Added |
| Mercer Global Advisors Inc | 16,401 | $1.30M | 0.00% | −780−4.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.31M | 0.01% | +243+1.5% | Added |
| Greenwood Capital Associates LLC | 16,948 | $1.35M | 0.17% | −1,740−9.3% | Reduced |
| HighTower Advisors, LLC | 17,012 | $1.35M | 0.00% | +543+3.3% | Added |
| Pacer Advisors, Inc. | 17,016 | $1.35M | 0.00% | +6,308+58.9% | Added |
| Sanctuary Advisors, LLC | 17,055 | $1.35M | 0.01% | +449+2.7% | Added |
| NEOS Investment Management LLC | 17,114 | $1.36M | 0.02% | +3,566+26.3% | Added |
| RSM US Wealth Management LLC | 17,599 | $1.40M | 0.02% | −1,264−6.7% | Reduced |
| Public Employees Retirement Association of Colorado | 17,611 | $1.40M | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17,861 | $1.41M | 0.00% | +3,282+22.5% | Added |
| Oregon Public Employees Retirement Fund | 17,813 | $1.41M | 0.02% | −300−1.7% | Reduced |
| ASR Vermogensbeheer N.V. | 18,209 | $1.45M | 0.02% | −36−0.2% | Reduced |
| Centiva Capital, LP | 18,383 | $1.46M | 0.10% | +9,762+113.2% | Added |
| Omers Administration Corp | 18,418 | $1.46M | 0.01% | −35,700−66.0% | Reduced |
| Capital Fund Management S.A. | 18,711 | $1.49M | 0.02% | +18,711 | New |
| Nordea Investment Management AB | 18,784 | $1.49M | 0.00% | +1,839+10.9% | Added |
| V-Square Quantitative Management LLC | 18,803 | $1.49M | 0.20% | +10,622+129.8% | Added |
| Foster Group, Inc. | 18,999 | $1.51M | 0.05% | +6,456+51.5% | Added |
| Intech Investment Management LLC | 19,012 | $1.51M | 0.01% | +459+2.5% | Added |
| Candriam Luxembourg S.C.A. | 19,028 | $1.51M | 0.01% | +2,270+13.5% | Added |
| Northwestern Mutual Wealth Management Co | 19,064 | $1.51M | 0.00% | +67+0.4% | Added |
| Aquatic Capital Management LLC | 19,093 | $1.52M | 0.03% | −50,461−72.5% | Reduced |
| Donoghue Forlines LLC | 19,254 | $1.53M | 0.44% | +1,518+8.6% | Added |
| Kerusso Capital Management LLC | 19,647 | $1.56M | 0.97% | +19,647 | New |
| Janney Montgomery Scott LLC | 19,724 | $1.57M | 0.00% | −232−1.2% | Reduced |
| Tredje AP-fonden | 19,798 | $1.57M | 0.01% | +956+5.1% | Added |
| MAI Capital Management | 20,603 | $1.64M | 0.01% | +33+0.2% | Added |
| Commerce Bank | 20,782 | $1.65M | 0.01% | −984−4.5% | Reduced |
| Quest Partners LLC | 21,112 | $1.68M | 0.16% | −8,195−28.0% | Reduced |
| Andra AP-fonden | 21,200 | $1.68M | 0.02% | +4,700+28.5% | Added |
| US Bancorp | 21,311 | $1.69M | 0.00% | −3,126−12.8% | Reduced |
| Engineers Gate Manager LP | 21,829 | $1.73M | 0.02% | −61,950−73.9% | Reduced |
| BBR Partners, LLC | 22,001 | $1.75M | 0.11% | −19−0.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,151 | $1.76M | 1.69% | −208−0.9% | Reduced |
| GoalVest Advisory LLC | 22,306 | $1.77M | 0.44% | +808+3.8% | Added |
| SummitTX Capital, L.P. | 22,449 | $1.78M | 0.08% | +13,958+164.4% | Added |
| Neuberger Berman Group LLC | 22,493 | $1.79M | 0.00% | +2,345+11.6% | Added |
| Federated Hermes, Inc. | 22,767 | $1.81M | 0.00% | −1,139−4.8% | Reduced |
| State of Alaska, Department of Revenue | 23,179 | $1.84M | 0.02% | −1,480−6.0% | Reduced |
| Mutual of America Capital Management LLC | 23,655 | $1.88M | 0.02% | −817−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 24,037 | $1.91M | 0.00% | +9,407+64.3% | Added |
| Elo Mutual Pension Insurance Co | 24,514 | $1.95M | 0.04% | −1,812−6.9% | Reduced |
| OP Asset Management Ltd | 24,552 | $1.95M | 0.03% | −363−1.5% | Reduced |
| Headlands Technologies LLC | 24,689 | $1.96M | 0.23% | −3,584−12.7% | Reduced |
| Dark Forest Capital Management LP | 24,900 | $1.98M | 0.08% | −3,056−10.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,037 | $1.99M | 0.02% | +814+3.4% | Added |
| Hohimer Wealth Management, LLC | 25,038 | $1.99M | 0.35% | +30.0% | Added |
| Siemens Fonds Invest GmbH | 25,080 | $1.99M | 0.12% | +529+2.2% | Added |
| Ostrum Asset Management | 25,628 | $2.04M | 0.10% | +578+2.3% | Added |
| Columbus Macro, LLC | 25,650 | $2.04M | 0.25% | +210+0.8% | Added |
| Simon Quick Advisors, LLC | 25,690 | $2.04M | 0.10% | +25,690 | New |
| Private Advisor Group, LLC | 25,808 | $2.05M | 0.01% | +37+0.1% | Added |
| Janus Henderson Group PLC | 26,555 | $2.11M | 0.00% | −845−3.1% | Reduced |
| CIBC World Markets Corp | 26,730 | $2.12M | 0.01% | +516+2.0% | Added |
| Vident Advisory, LLC | 27,198 | $2.16M | 0.02% | +3,147+13.1% | Added |
| Jain Global LLC | 27,507 | $2.18M | 0.03% | +27,507 | New |
| Mirae Asset Global Investments Co., Ltd. | 27,847 | $2.21M | 0.01% | +1,678+6.4% | Added |
| SEI Investments Co | 28,033 | $2.23M | 0.00% | +4,709+20.2% | Added |
| Centric Wealth Management | 29,081 | $2.23M | 0.53% | +1,168+4.2% | Added |
| Yousif Capital Management, LLC | 28,241 | $2.24M | 0.02% | −466−1.6% | Reduced |
| Nissay Asset Management Corp | 28,408 | $2.26M | 0.01% | +433+1.5% | Added |
| Dakota Wealth Management | 28,500 | $2.26M | 0.05% | +72+0.3% | Added |
| Entropy Technologies, LP | 28,660 | $2.28M | 0.18% | −9,133−24.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 28,839 | $2.29M | 0.01% | +1,303+4.7% | Added |