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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 126,285 | $10.0M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 125,276 | $9.95M | 0.00% | +34,970+38.7% | Added |
| Squarepoint Ops LLC | 125,187 | $9.94M | 0.02% | +49,470+65.3% | Added |
| Manufacturers Life Insurance Company, The | 120,939 | $9.61M | 0.01% | −4,859−3.9% | Reduced |
| Cambria Investment Management, L.P. | 119,244 | $9.47M | 0.64% | −16,883−12.4% | Reduced |
| Goelzer Investment Management, Inc. | 118,931 | $9.45M | 0.52% | −1,284−1.1% | Reduced |
| Wellington Management Group LLP | 112,650 | $8.95M | 0.00% | −1,957,923−94.6% | Reduced |
| Churchill Management Corp | 112,590 | $8.94M | 0.10% | +3,272+3.0% | Added |
| LPL Financial LLC | 111,990 | $8.90M | 0.00% | −3,821−3.3% | Reduced |
| Quantinno Capital Management LP | 111,141 | $8.83M | 0.04% | +39,505+55.1% | Added |
| TD Asset Management Inc | 109,247 | $8.68M | 0.01% | +6,845+6.7% | Added |
| Toronto Dominion Bank | 109,094 | $8.67M | 0.02% | −2,972−2.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 109,037 | $8.66M | 0.03% | −1,322−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 109,016 | $8.66M | 0.02% | +409+0.4% | Added |
| Xponance, Inc. | 108,578 | $8.62M | 0.07% | +925+0.9% | Added |
| APG Asset Management N.V. | 126,200 | $8.54M | 0.03% | +3,300+2.7% | Added |
| AMG National Trust Bank | 105,144 | $8.35M | 0.22% | −439−0.4% | Reduced |
| Danske Bank A/S | 101,807 | $8.09M | 0.02% | +2,304+2.3% | Added |
| Illinois Municipal Retirement Fund | 99,778 | $7.93M | 0.11% | −20,968−17.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 99,367 | $7.89M | 0.02% | −1,366−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 98,977 | $7.86M | 0.01% | −44,570−31.0% | Reduced |
| Asset Management One Co.,Ltd. | 95,404 | $7.58M | 0.02% | −1,803−1.9% | Reduced |
| AMF Pensionsforsakring AB | 95,164 | $7.57M | 0.05% | 00.0% | Unchanged |
| Gillson Capital LP | 93,499 | $7.43M | 0.57% | +93,499 | New |
| Royal London Asset Management Ltd | 90,482 | $7.19M | 0.02% | −22,144−19.7% | Reduced |
| Mediolanum International Funds Ltd | 90,011 | $7.13M | 0.09% | +35,891+66.3% | Added |
| Canada Pension Plan Investment Board | 86,958 | $6.91M | 0.01% | +80,229+1,192.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 86,555 | $6.88M | 0.02% | +1,669+2.0% | Added |
| Mn Services Vermogensbeheer B.V. | 86,280 | $6.85M | 0.05% | 00.0% | Unchanged |
| Voleon Capital Management LP | 84,467 | $6.71M | 0.37% | −3,946−4.5% | Reduced |
| Macquarie Group Ltd | 84,202 | $6.69M | 0.01% | −5,627−6.3% | Reduced |
| KLP Kapitalforvaltning AS | 81,945 | $6.51M | 0.03% | +1,400+1.7% | Added |
| State of Tennessee, Treasury Department | 81,940 | $6.51M | 0.02% | +21,870+36.4% | Added |
| DMKC Advisory Services, LLC | 78,584 | $6.36M | 3.33% | +18,832+31.5% | Added |
| Allianz Asset Management GmbH | 78,948 | $6.27M | 0.01% | −133,102−62.8% | Reduced |
| Azimuth Capital Investment Management LLC | 78,590 | $6.24M | 0.23% | +2,550+3.4% | Added |
| Ci Investments Inc. | 78,557 | $6.24M | 0.02% | +3,583+4.8% | Added |
| Resona Asset Management Co.,Ltd. | 76,669 | $6.09M | 0.03% | +4,236+5.8% | Added |
| Nisa Investment Advisors, LLC | 76,401 | $6.07M | 0.03% | −467−0.6% | Reduced |
| Colony Group, LLC | 76,162 | $6.05M | 0.01% | +2,860+3.9% | Added |
| Public Employees Retirement System of Ohio | 72,348 | $5.75M | 0.02% | +2,469+3.5% | Added |
| DekaBank Deutsche Girozentrale | 71,558 | $5.67M | 0.01% | −5,057−6.6% | Reduced |
| State of New Jersey Common Pension Fund D | 70,010 | $5.56M | 0.02% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 68,585 | $5.45M | 0.02% | −401−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 66,722 | $5.30M | 0.01% | −25,284−27.5% | Reduced |
| Commonwealth Equity Services, LLC | 65,809 | $5.23M | 0.01% | −94−0.1% | Reduced |
| Arizona State Retirement System | 65,706 | $5.22M | 0.03% | −420−0.6% | Reduced |
| Wealthfront Advisers LLC | 64,599 | $5.13M | 0.01% | +900+1.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,651 | $5.06M | 0.05% | −2,500−3.8% | Reduced |
| Natixis Advisors, L.P. | 63,481 | $5.04M | 0.01% | −13,850−17.9% | Reduced |
| Brevan Howard Capital Management LP | 63,175 | $5.02M | 0.06% | +45,527+258.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,315 | $4.95M | 0.01% | +267+0.4% | Added |
| Cetera Investment Advisers | 62,059 | $4.93M | 0.01% | +495+0.8% | Added |
| Envestnet Asset Management Inc | 62,047 | $4.93M | 0.00% | +12,864+26.2% | Added |
| Assenagon Asset Management S.A. | 60,734 | $4.82M | 0.01% | −87,449−59.0% | Reduced |
| Voya Investment Management LLC | 60,238 | $4.78M | 0.00% | −5,734−8.7% | Reduced |
| Unison Advisors LLC | 60,077 | $4.77M | 0.53% | +621+1.0% | Added |
| State of Michigan Retirement System | 58,880 | $4.68M | 0.02% | +1,800+3.2% | Added |
| Advisor Group Holdings, Inc. | 57,070 | $4.61M | 0.01% | +18,296+47.2% | Added |
| Dorsey & Whitney Trust CO LLC | 54,220 | $4.31M | 0.23% | −4,210−7.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 52,836 | $4.20M | 0.01% | −4,493−7.8% | Reduced |
| MetLife Investment Management | 52,815 | $4.20M | 0.02% | −2,132−3.9% | Reduced |
| Creative Planning | 52,135 | $4.14M | 0.00% | +360+0.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 51,964 | $4.13M | 0.02% | +4,200+8.8% | Added |
| Dean Investment Associates, LLC | 51,784 | $4.11M | 0.61% | +944+1.9% | Added |
| ProShare Advisors LLC | 50,907 | $4.04M | 0.01% | −4,161−7.6% | Reduced |
| 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 |
| Czech National Bank | 50,416 | $4.00M | 0.03% | +2,084+4.3% | Added |
| Alerus Financial NA | 49,657 | $3.94M | 0.28% | +487+1.0% | Added |
| IFM Investors Pty Ltd | 49,024 | $3.89M | 0.04% | +3,210+7.0% | Added |
| Kinneret Advisory, LLC | 48,641 | $3.86M | 0.35% | −73−0.1% | Reduced |
| Comerica Bank | 46,877 | $3.72M | 0.01% | −797−1.7% | Reduced |
| Groupe la Francaise | 45,174 | $3.57M | 0.06% | +7,469+19.8% | Added |
| Retirement Systems of Alabama | 44,258 | $3.52M | 0.01% | −960−2.1% | Reduced |
| Public Sector Pension Investment Board | 42,459 | $3.37M | 0.01% | −13,930−24.7% | Reduced |
| Amalgamated Bank | 40,615 | $3.23M | 0.02% | −1,225−2.9% | Reduced |
| DnB Asset Management AS | 38,808 | $3.08M | 0.01% | +581+1.5% | Added |
| Mackenzie Financial Corp | 37,984 | $3.02M | 0.00% | +11,868+45.4% | Added |
| Cerity Partners LLC | 37,957 | $3.01M | 0.01% | +3,175+9.1% | Added |
| Advisors Asset Management, Inc. | 37,776 | $3.00M | 0.05% | +2,148+6.0% | Added |
| Graham Capital Management, L.P. | 37,674 | $2.99M | 0.09% | +34,683+1,159.6% | Added |
| Utah Retirement Systems | 37,152 | $2.95M | 0.03% | −423−1.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 37,107 | $2.95M | 0.19% | +26,465+248.7% | Added |
| CI Private Wealth, LLC | 37,085 | $2.95M | 0.00% | −53−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 36,643 | $2.91M | 0.05% | +32,987+902.3% | Added |
| Baird Financial Group, Inc. | 36,377 | $2.89M | 0.01% | −1,821−4.8% | Reduced |
| Pathstone Holdings, LLC | 36,328 | $2.89M | 0.01% | −6,429−15.0% | Reduced |
| Avantax Planning Partners, Inc. | 35,998 | $2.86M | 0.09% | 00.0% | Unchanged |
| Quantbot Technologies LP | 35,750 | $2.84M | 0.07% | +23,331+187.9% | Added |
| British Columbia Investment Management Corp | 35,405 | $2.81M | 0.02% | −8,342−19.1% | Reduced |
| CIBC Asset Management Inc | 35,290 | $2.80M | 0.01% | −2,749−7.2% | Reduced |
| Foster & Motley Inc | 34,941 | $2.77M | 0.16% | +5,404+18.3% | Added |
| Ethic Inc. | 34,581 | $2.74M | 0.05% | +3,528+11.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 34,409 | $2.73M | 0.03% | +1,130+3.4% | Added |
| Freestone Capital Holdings, LLC | 34,258 | $2.72M | 0.09% | −1,632−4.5% | Reduced |
| Captrust Financial Advisors | 33,654 | $2.67M | 0.01% | −46−0.1% | Reduced |
| Susquehanna International Group, LLP | 33,153 | $2.63M | 0.00% | −3,563−9.7% | Reduced |
| Financial Advisory Service, Inc. | 32,875 | $2.61M | 0.19% | +2,843+9.5% | Added |
| Daiwa Securities Group Inc. | 32,427 | $2.58M | 0.01% | +1,196+3.8% | Added |