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 |
|---|---|---|---|---|---|
| Inceptionr LLC | 28,937 | $2.30M | 0.53% | +28,937 | New |
| Mariner, LLC | 29,304 | $2.33M | 0.00% | −2,760−8.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 28,934 | $2.34M | 0.00% | −2,743−8.7% | Reduced |
| USS Investment Management Ltd | 29,943 | $2.38M | 0.01% | +1,689+6.0% | Added |
| JustInvest LLC | 29,908 | $2.38M | 0.03% | +2,390+8.7% | Added |
| UniSuper Management Pty Ltd | 30,016 | $2.38M | 0.02% | +1,599+5.6% | Added |
| ExodusPoint Capital Management, LP | 30,063 | $2.39M | 0.03% | −36,042−54.5% | Reduced |
| Wedge Capital Management L L P | 30,488 | $2.42M | 0.04% | +1,999+7.0% | Added |
| STRS Ohio | 30,912 | $2.46M | 0.01% | +6,909+28.8% | Added |
| Argent Trust Co | 31,074 | $2.47M | 0.09% | +875+2.9% | Added |
| New York Life Investment Management LLC | 31,207 | $2.48M | 0.02% | −243−0.8% | Reduced |
| Thrivent Financial for Lutherans | 31,603 | $2.51M | 0.01% | +1,544+5.1% | Added |
| KBC Group NV | 31,765 | $2.52M | 0.01% | −133,988−80.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 32,368 | $2.57M | 0.13% | −2,691−7.7% | Reduced |
| Daiwa Securities Group Inc. | 32,427 | $2.58M | 0.01% | +1,196+3.8% | Added |
| Financial Advisory Service, Inc. | 32,875 | $2.61M | 0.19% | +2,843+9.5% | Added |
| Susquehanna International Group, LLP | 33,153 | $2.63M | 0.00% | −3,563−9.7% | Reduced |
| Captrust Financial Advisors | 33,654 | $2.67M | 0.01% | −46−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 34,258 | $2.72M | 0.09% | −1,632−4.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 34,409 | $2.73M | 0.03% | +1,130+3.4% | Added |
| Ethic Inc. | 34,581 | $2.74M | 0.05% | +3,528+11.4% | Added |
| Foster & Motley Inc | 34,941 | $2.77M | 0.16% | +5,404+18.3% | Added |
| CIBC Asset Management Inc | 35,290 | $2.80M | 0.01% | −2,749−7.2% | Reduced |
| British Columbia Investment Management Corp | 35,405 | $2.81M | 0.02% | −8,342−19.1% | Reduced |
| Quantbot Technologies LP | 35,750 | $2.84M | 0.07% | +23,331+187.9% | Added |
| Avantax Planning Partners, Inc. | 35,998 | $2.86M | 0.09% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 36,328 | $2.89M | 0.01% | −6,429−15.0% | Reduced |
| Baird Financial Group, Inc. | 36,377 | $2.89M | 0.01% | −1,821−4.8% | Reduced |
| Kingsview Wealth Management, LLC | 36,643 | $2.91M | 0.05% | +32,987+902.3% | Added |
| CI Private Wealth, LLC | 37,085 | $2.95M | 0.00% | −53−0.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 37,107 | $2.95M | 0.19% | +26,465+248.7% | Added |
| Utah Retirement Systems | 37,152 | $2.95M | 0.03% | −423−1.1% | Reduced |
| Graham Capital Management, L.P. | 37,674 | $2.99M | 0.09% | +34,683+1,159.6% | Added |
| Advisors Asset Management, Inc. | 37,776 | $3.00M | 0.05% | +2,148+6.0% | Added |
| Cerity Partners LLC | 37,957 | $3.01M | 0.01% | +3,175+9.1% | Added |
| Mackenzie Financial Corp | 37,984 | $3.02M | 0.00% | +11,868+45.4% | Added |
| DnB Asset Management AS | 38,808 | $3.08M | 0.01% | +581+1.5% | Added |
| Amalgamated Bank | 40,615 | $3.23M | 0.02% | −1,225−2.9% | Reduced |
| Public Sector Pension Investment Board | 42,459 | $3.37M | 0.01% | −13,930−24.7% | Reduced |
| Retirement Systems of Alabama | 44,258 | $3.52M | 0.01% | −960−2.1% | Reduced |
| Groupe la Francaise | 45,174 | $3.57M | 0.06% | +7,469+19.8% | Added |
| Comerica Bank | 46,877 | $3.72M | 0.01% | −797−1.7% | Reduced |
| Kinneret Advisory, LLC | 48,641 | $3.86M | 0.35% | −73−0.1% | Reduced |
| IFM Investors Pty Ltd | 49,024 | $3.89M | 0.04% | +3,210+7.0% | Added |
| Alerus Financial NA | 49,657 | $3.94M | 0.28% | +487+1.0% | Added |
| Czech National Bank | 50,416 | $4.00M | 0.03% | +2,084+4.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 50,585 | $4.02M | 0.02% | −5,263−9.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,585 | $4.02M | 0.02% | +2,463+5.1% | Added |
| ProShare Advisors LLC | 50,907 | $4.04M | 0.01% | −4,161−7.6% | Reduced |
| Dean Investment Associates, LLC | 51,784 | $4.11M | 0.61% | +944+1.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 51,964 | $4.13M | 0.02% | +4,200+8.8% | Added |
| Creative Planning | 52,135 | $4.14M | 0.00% | +360+0.7% | Added |
| MetLife Investment Management | 52,815 | $4.20M | 0.02% | −2,132−3.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 52,836 | $4.20M | 0.01% | −4,493−7.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 54,220 | $4.31M | 0.23% | −4,210−7.2% | Reduced |
| Advisor Group Holdings, Inc. | 57,070 | $4.61M | 0.01% | +18,296+47.2% | Added |
| State of Michigan Retirement System | 58,880 | $4.68M | 0.02% | +1,800+3.2% | Added |
| Unison Advisors LLC | 60,077 | $4.77M | 0.53% | +621+1.0% | Added |
| Voya Investment Management LLC | 60,238 | $4.78M | 0.00% | −5,734−8.7% | Reduced |
| Assenagon Asset Management S.A. | 60,734 | $4.82M | 0.01% | −87,449−59.0% | Reduced |
| Envestnet Asset Management Inc | 62,047 | $4.93M | 0.00% | +12,864+26.2% | Added |
| Cetera Investment Advisers | 62,059 | $4.93M | 0.01% | +495+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,315 | $4.95M | 0.01% | +267+0.4% | Added |
| Brevan Howard Capital Management LP | 63,175 | $5.02M | 0.06% | +45,527+258.0% | Added |
| Natixis Advisors, L.P. | 63,481 | $5.04M | 0.01% | −13,850−17.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,651 | $5.06M | 0.05% | −2,500−3.8% | Reduced |
| Wealthfront Advisers LLC | 64,599 | $5.13M | 0.01% | +900+1.4% | Added |
| Arizona State Retirement System | 65,706 | $5.22M | 0.03% | −420−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 65,809 | $5.23M | 0.01% | −94−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 66,722 | $5.30M | 0.01% | −25,284−27.5% | Reduced |
| Rafferty Asset Management, LLC | 68,585 | $5.45M | 0.02% | −401−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 70,010 | $5.56M | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 71,558 | $5.67M | 0.01% | −5,057−6.6% | Reduced |
| Public Employees Retirement System of Ohio | 72,348 | $5.75M | 0.02% | +2,469+3.5% | Added |
| Colony Group, LLC | 76,162 | $6.05M | 0.01% | +2,860+3.9% | Added |
| Nisa Investment Advisors, LLC | 76,401 | $6.07M | 0.03% | −467−0.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 76,669 | $6.09M | 0.03% | +4,236+5.8% | Added |
| Ci Investments Inc. | 78,557 | $6.24M | 0.02% | +3,583+4.8% | Added |
| Azimuth Capital Investment Management LLC | 78,590 | $6.24M | 0.23% | +2,550+3.4% | Added |
| Allianz Asset Management GmbH | 78,948 | $6.27M | 0.01% | −133,102−62.8% | Reduced |
| DMKC Advisory Services, LLC | 78,584 | $6.36M | 3.33% | +18,832+31.5% | Added |
| State of Tennessee, Treasury Department | 81,940 | $6.51M | 0.02% | +21,870+36.4% | Added |
| KLP Kapitalforvaltning AS | 81,945 | $6.51M | 0.03% | +1,400+1.7% | Added |
| Macquarie Group Ltd | 84,202 | $6.69M | 0.01% | −5,627−6.3% | Reduced |
| Voleon Capital Management LP | 84,467 | $6.71M | 0.37% | −3,946−4.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 86,280 | $6.85M | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 86,555 | $6.88M | 0.02% | +1,669+2.0% | Added |
| Canada Pension Plan Investment Board | 86,958 | $6.91M | 0.01% | +80,229+1,192.3% | Added |
| Mediolanum International Funds Ltd | 90,011 | $7.13M | 0.09% | +35,891+66.3% | Added |
| Royal London Asset Management Ltd | 90,482 | $7.19M | 0.02% | −22,144−19.7% | Reduced |
| Gillson Capital LP | 93,499 | $7.43M | 0.57% | +93,499 | New |
| AMF Pensionsforsakring AB | 95,164 | $7.57M | 0.05% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 95,404 | $7.58M | 0.02% | −1,803−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 98,977 | $7.86M | 0.01% | −44,570−31.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 99,367 | $7.89M | 0.02% | −1,366−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 99,778 | $7.93M | 0.11% | −20,968−17.4% | Reduced |
| Danske Bank A/S | 101,807 | $8.09M | 0.02% | +2,304+2.3% | Added |
| AMG National Trust Bank | 105,144 | $8.35M | 0.22% | −439−0.4% | Reduced |
| APG Asset Management N.V. | 126,200 | $8.54M | 0.03% | +3,300+2.7% | Added |
| Xponance, Inc. | 108,578 | $8.62M | 0.07% | +925+0.9% | Added |