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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 109,016 | $8.66M | 0.02% | +409+0.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 109,037 | $8.66M | 0.03% | −1,322−1.2% | Reduced |
| Toronto Dominion Bank | 109,094 | $8.67M | 0.02% | −2,972−2.7% | Reduced |
| TD Asset Management Inc | 109,247 | $8.68M | 0.01% | +6,845+6.7% | Added |
| Quantinno Capital Management LP | 111,141 | $8.83M | 0.04% | +39,505+55.1% | Added |
| LPL Financial LLC | 111,990 | $8.90M | 0.00% | −3,821−3.3% | Reduced |
| Churchill Management Corp | 112,590 | $8.94M | 0.10% | +3,272+3.0% | Added |
| Wellington Management Group LLP | 112,650 | $8.95M | 0.00% | −1,957,923−94.6% | Reduced |
| Goelzer Investment Management, Inc. | 118,931 | $9.45M | 0.52% | −1,284−1.1% | Reduced |
| Cambria Investment Management, L.P. | 119,244 | $9.47M | 0.64% | −16,883−12.4% | Reduced |
| Manufacturers Life Insurance Company, The | 120,939 | $9.61M | 0.01% | −4,859−3.9% | Reduced |
| Squarepoint Ops LLC | 125,187 | $9.94M | 0.02% | +49,470+65.3% | Added |
| Franklin Resources Inc | 125,276 | $9.95M | 0.00% | +34,970+38.7% | Added |
| New York State Common Retirement Fund | 126,285 | $10.0M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 127,860 | $10.2M | 0.02% | +100,245+363.0% | Added |
| Holocene Advisors, LP | 130,077 | $10.3M | 0.03% | −12,237−8.6% | Reduced |
| Brandywine Global Investment Management, LLC | 134,195 | $10.7M | 0.08% | −3,300−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 136,027 | $10.8M | 0.02% | +28,519+26.5% | Added |
| Worldquant Millennium Advisors LLC | 137,301 | $10.9M | 0.05% | +3,591+2.7% | Added |
| The PNC Financial Services Group, Inc. | 137,574 | $10.9M | 0.01% | −14,460−9.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 137,623 | $10.9M | 0.02% | +30,717+28.7% | Added |
| Capital Management Corp | 144,879 | $11.5M | 1.96% | +19,422+15.5% | Added |
| Edentree Asset Management Ltd | 148,600 | $11.8M | 3.27% | +40,600+37.6% | Added |
| Russell Investments Group, Ltd. | 151,879 | $12.1M | 0.02% | −15,602−9.3% | Reduced |
| Forsta Ap-Fonden | 153,500 | $12.2M | 0.08% | +28,500+22.8% | Added |
| Schonfeld Strategic Advisors LLC | 155,718 | $12.4M | 0.09% | +148,136+1,953.8% | Added |
| AE Wealth Management LLC | 156,900 | $12.5M | 0.09% | +19,644+14.3% | Added |
| New York State Teachers Retirement System | 159,940 | $12.7M | 0.03% | −20,385−11.3% | Reduced |
| Pictet Asset Management Holding SA | 161,144 | $12.8M | 0.01% | +16,707+11.6% | Added |
| National Bank of Canada | 165,221 | $13.1M | 0.01% | −13,874−7.7% | Reduced |
| Aviva PLC | 168,095 | $13.4M | 0.03% | +8,448+5.3% | Added |
| Standard Life Aberdeen plc | 173,436 | $13.8M | 0.02% | +7,736+4.7% | Added |
| Storebrand Asset Management AS | 176,629 | $14.0M | 0.04% | +1,839+1.1% | Added |
| Interval Partners, LP | 177,306 | $14.1M | 0.32% | +98,282+124.4% | Added |
| Teacher Retirement System of Texas | 178,167 | $14.2M | 0.06% | −21,733−10.9% | Reduced |
| Prudential Financial Inc | 179,448 | $14.3M | 0.02% | +51,355+40.1% | Added |
| Bank of Montreal | 181,963 | $14.5M | 0.01% | −32,654−15.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 190,330 | $15.1M | 0.10% | +87,326+84.8% | Added |
| Korea Investment CORP | 192,166 | $15.3M | 0.03% | +59,000+44.3% | Added |
| Tudor Investment Corp Et Al | 195,789 | $15.6M | 0.12% | +195,789 | New |
| Swedbank AB | 197,386 | $15.7M | 0.02% | +197,386 | New |
| Treasurer of the State of North Carolina | 204,613 | $16.3M | 0.05% | +61,873+43.3% | Added |
| State of Wisconsin Investment Board | 211,079 | $16.8M | 0.04% | +76,414+56.7% | Added |
| Man Group plc | 213,127 | $16.9M | 0.04% | +29,250+15.9% | Added |
| GW Henssler & Associates Ltd | 213,618 | $17.0M | 0.91% | +4,124+2.0% | Added |
| Citigroup Inc | 216,141 | $17.2M | 0.01% | +9,415+4.6% | Added |
| Principal Financial Group Inc | 216,292 | $17.2M | 0.01% | −13,311−5.8% | Reduced |
| State Board of Administration of Florida Retirement System | 220,315 | $17.5M | 0.03% | +2,200+1.0% | Added |
| Raymond James Financial Inc | 228,037 | $18.1M | 0.01% | +28,159+14.1% | Added |
| Wells Fargo & Company | 231,880 | $18.4M | 0.00% | +34,818+17.7% | Added |
| Great West Life Assurance Co | 232,618 | $18.5M | 0.03% | +6,039+2.7% | Added |
| Alliancebernstein L.P. | 233,089 | $18.5M | 0.01% | −18,207−7.2% | Reduced |
| American Century Companies Inc | 238,672 | $19.0M | 0.01% | +88,646+59.1% | Added |
| Lighthouse Investment Partners, LLC | 239,806 | $19.0M | 0.83% | +239,806 | New |
| Citadel Advisors LLC | 240,722 | $19.1M | 0.02% | −62,940−20.7% | Reduced |
| Ameriprise Financial Inc | 244,388 | $19.4M | 0.00% | +48,657+24.9% | Added |
| Sound Income Strategies, LLC | 248,858 | $19.8M | 1.13% | +12,241+5.2% | Added |
| Prana Capital Management, LP | 259,230 | $20.6M | 0.75% | +259,230 | New |
| Two Sigma Advisers, LP | 274,000 | $21.8M | 0.04% | +64,400+30.7% | Added |
| Millennium Management LLC | 290,381 | $23.1M | 0.02% | +159,961+122.7% | Added |
| Price T Rowe Associates Inc | 307,297 | $24.4M | 0.00% | +2,080+0.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 313,766 | $24.9M | 0.06% | +21,787+7.5% | Added |
| Fort Washington Investment Advisors Inc | 314,354 | $25.0M | 0.14% | +4,251+1.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 314,711 | $25.0M | 0.06% | +173,992+123.6% | Added |
| Verition Fund Management LLC | 319,631 | $25.4M | 0.15% | −194,977−37.9% | Reduced |
| Two Sigma Investments, LP | 346,959 | $27.6M | 0.05% | +247,009+247.1% | Added |
| D. E. Shaw & Co., Inc. | 353,264 | $28.1M | 0.03% | +289,703+455.8% | Added |
| Mairs & Power Inc | 362,798 | $28.8M | 0.28% | −429,146−54.2% | Reduced |
| Trust Point Inc. | 369,684 | $29.4M | 2.77% | 00.0% | Unchanged |
| National Pension Service | 382,437 | $30.4M | 0.03% | +2,576+0.7% | Added |
| California State Teachers Retirement System | 395,145 | $31.4M | 0.03% | +36,148+10.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 400,161 | $31.8M | 0.03% | +3,058+0.8% | Added |
| North Star Asset Management Inc | 401,919 | $31.9M | 1.35% | +2,150+0.5% | Added |
| California Public Employees Retirement System | 404,707 | $32.1M | 0.02% | +37,668+10.3% | Added |
| Marshall Wace, LLP | 411,185 | $32.7M | 0.04% | +163,083+65.7% | Added |
| Voloridge Investment Management, LLC | 443,678 | $35.2M | 0.13% | −329,341−42.6% | Reduced |
| Conning Inc. | 445,660 | $35.4M | 1.22% | +40,707+10.1% | Added |
| Bridgewater Associates, LP | 451,548 | $35.9M | 0.14% | −2,888−0.6% | Reduced |
| Rhumbline Advisers | 484,457 | $38.5M | 0.03% | +9,501+2.0% | Added |
| BNP Paribas Arbitrage, SA | 523,381 | $41.6M | 0.03% | −80,740−13.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 550,712 | $43.7M | 0.03% | +24,063+4.6% | Added |
| Nuveen, LLC | 568,277 | $45.1M | 0.01% | −480−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 586,751 | $46.6M | 0.27% | −830.0% | Reduced |
| AQR Capital Management LLC | 596,724 | $47.4M | 0.04% | −48,707−7.5% | Reduced |
| Massachusetts Financial Services Co | 608,954 | $48.4M | 0.02% | +16,984+2.9% | Added |
| FMR LLC | 616,990 | $49.0M | 0.00% | −32,553−5.0% | Reduced |
| Swiss National Bank | 681,000 | $54.1M | 0.03% | +35,900+5.6% | Added |
| First Trust Advisors LP | 690,528 | $54.8M | 0.04% | +466,786+208.6% | Added |
| Barclays PLC | 788,860 | $62.7M | 0.02% | +3,399+0.4% | Added |
| Qube Research & Technologies Ltd | 901,652 | $71.6M | 0.10% | +475,269+111.5% | Added |
| AustralianSuper Pty Ltd | 993,643 | $78.9M | 0.40% | +100,397+11.2% | Added |
| JPMorgan Chase & Co | 1,023,850 | $81.3M | 0.01% | −245,826−19.4% | Reduced |
| Deutsche Bank AG | 1,050,646 | $83.5M | 0.03% | +49,809+5.0% | Added |
| HSBC Holdings PLC | 1,128,560 | $89.6M | 0.06% | −48,907−4.2% | Reduced |
| UBS Group AG | 1,246,883 | $99.0M | 0.02% | −225,347−15.3% | Reduced |
| Bank of New York Mellon Corp | 1,349,005 | $107.2M | 0.02% | −84,468−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,468,558 | $116.6M | 0.02% | −1700.0% | Reduced |
| Legal & General Group Plc | 1,582,126 | $125.7M | 0.03% | −68,220−4.1% | Reduced |
| Royal Bank of Canada | 1,737,520 | $138.0M | 0.03% | +657,423+60.9% | Added |
| Amundi | 1,791,246 | $144.2M | 0.05% | +654,408+57.6% | Added |