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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 32,368 | $2.57M | 0.13% | −2,691−7.7% | Reduced |
| KBC Group NV | 31,765 | $2.52M | 0.01% | −133,988−80.8% | Reduced |
| Thrivent Financial for Lutherans | 31,603 | $2.51M | 0.01% | +1,544+5.1% | Added |
| New York Life Investment Management LLC | 31,207 | $2.48M | 0.02% | −243−0.8% | Reduced |
| Argent Trust Co | 31,074 | $2.47M | 0.09% | +875+2.9% | Added |
| STRS Ohio | 30,912 | $2.46M | 0.01% | +6,909+28.8% | Added |
| Wedge Capital Management L L P | 30,488 | $2.42M | 0.04% | +1,999+7.0% | Added |
| ExodusPoint Capital Management, LP | 30,063 | $2.39M | 0.03% | −36,042−54.5% | Reduced |
| UniSuper Management Pty Ltd | 30,016 | $2.38M | 0.02% | +1,599+5.6% | Added |
| JustInvest LLC | 29,908 | $2.38M | 0.03% | +2,390+8.7% | Added |
| USS Investment Management Ltd | 29,943 | $2.38M | 0.01% | +1,689+6.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,934 | $2.34M | 0.00% | −2,743−8.7% | Reduced |
| Mariner, LLC | 29,304 | $2.33M | 0.00% | −2,760−8.6% | Reduced |
| Inceptionr LLC | 28,937 | $2.30M | 0.53% | +28,937 | New |
| Federation des caisses Desjardins du Quebec | 28,839 | $2.29M | 0.01% | +1,303+4.7% | Added |
| Entropy Technologies, LP | 28,660 | $2.28M | 0.18% | −9,133−24.2% | Reduced |
| Dakota Wealth Management | 28,500 | $2.26M | 0.05% | +72+0.3% | Added |
| Nissay Asset Management Corp | 28,408 | $2.26M | 0.01% | +433+1.5% | Added |
| Yousif Capital Management, LLC | 28,241 | $2.24M | 0.02% | −466−1.6% | Reduced |
| Centric Wealth Management | 29,081 | $2.23M | 0.53% | +1,168+4.2% | Added |
| SEI Investments Co | 28,033 | $2.23M | 0.00% | +4,709+20.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,847 | $2.21M | 0.01% | +1,678+6.4% | Added |
| Jain Global LLC | 27,507 | $2.18M | 0.03% | +27,507 | New |
| Vident Advisory, LLC | 27,198 | $2.16M | 0.02% | +3,147+13.1% | Added |
| CIBC World Markets Corp | 26,730 | $2.12M | 0.01% | +516+2.0% | Added |
| Janus Henderson Group PLC | 26,555 | $2.11M | 0.00% | −845−3.1% | Reduced |
| Private Advisor Group, LLC | 25,808 | $2.05M | 0.01% | +37+0.1% | Added |
| Simon Quick Advisors, LLC | 25,690 | $2.04M | 0.10% | +25,690 | New |
| Columbus Macro, LLC | 25,650 | $2.04M | 0.25% | +210+0.8% | Added |
| Ostrum Asset Management | 25,628 | $2.04M | 0.10% | +578+2.3% | Added |
| Siemens Fonds Invest GmbH | 25,080 | $1.99M | 0.12% | +529+2.2% | Added |
| Hohimer Wealth Management, LLC | 25,038 | $1.99M | 0.35% | +30.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,037 | $1.99M | 0.02% | +814+3.4% | Added |
| Dark Forest Capital Management LP | 24,900 | $1.98M | 0.08% | −3,056−10.9% | Reduced |
| Headlands Technologies LLC | 24,689 | $1.96M | 0.23% | −3,584−12.7% | Reduced |
| OP Asset Management Ltd | 24,552 | $1.95M | 0.03% | −363−1.5% | Reduced |
| Elo Mutual Pension Insurance Co | 24,514 | $1.95M | 0.04% | −1,812−6.9% | Reduced |
| Rockefeller Capital Management L.P. | 24,037 | $1.91M | 0.00% | +9,407+64.3% | Added |
| Mutual of America Capital Management LLC | 23,655 | $1.88M | 0.02% | −817−3.3% | Reduced |
| State of Alaska, Department of Revenue | 23,179 | $1.84M | 0.02% | −1,480−6.0% | Reduced |
| Federated Hermes, Inc. | 22,767 | $1.81M | 0.00% | −1,139−4.8% | Reduced |
| Neuberger Berman Group LLC | 22,493 | $1.79M | 0.00% | +2,345+11.6% | Added |
| SummitTX Capital, L.P. | 22,449 | $1.78M | 0.08% | +13,958+164.4% | Added |
| GoalVest Advisory LLC | 22,306 | $1.77M | 0.44% | +808+3.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,151 | $1.76M | 1.69% | −208−0.9% | Reduced |
| BBR Partners, LLC | 22,001 | $1.75M | 0.11% | −19−0.1% | Reduced |
| Engineers Gate Manager LP | 21,829 | $1.73M | 0.02% | −61,950−73.9% | Reduced |
| US Bancorp | 21,311 | $1.69M | 0.00% | −3,126−12.8% | Reduced |
| Andra AP-fonden | 21,200 | $1.68M | 0.02% | +4,700+28.5% | Added |
| Quest Partners LLC | 21,112 | $1.68M | 0.16% | −8,195−28.0% | Reduced |
| Commerce Bank | 20,782 | $1.65M | 0.01% | −984−4.5% | Reduced |
| MAI Capital Management | 20,603 | $1.64M | 0.01% | +33+0.2% | Added |
| Tredje AP-fonden | 19,798 | $1.57M | 0.01% | +956+5.1% | Added |
| Janney Montgomery Scott LLC | 19,724 | $1.57M | 0.00% | −232−1.2% | Reduced |
| Kerusso Capital Management LLC | 19,647 | $1.56M | 0.97% | +19,647 | New |
| Donoghue Forlines LLC | 19,254 | $1.53M | 0.44% | +1,518+8.6% | Added |
| Aquatic Capital Management LLC | 19,093 | $1.52M | 0.03% | −50,461−72.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,064 | $1.51M | 0.00% | +67+0.4% | Added |
| Candriam Luxembourg S.C.A. | 19,028 | $1.51M | 0.01% | +2,270+13.5% | Added |
| Intech Investment Management LLC | 19,012 | $1.51M | 0.01% | +459+2.5% | Added |
| Foster Group, Inc. | 18,999 | $1.51M | 0.05% | +6,456+51.5% | Added |
| V-Square Quantitative Management LLC | 18,803 | $1.49M | 0.20% | +10,622+129.8% | Added |
| Nordea Investment Management AB | 18,784 | $1.49M | 0.00% | +1,839+10.9% | Added |
| Capital Fund Management S.A. | 18,711 | $1.49M | 0.02% | +18,711 | New |
| Omers Administration Corp | 18,418 | $1.46M | 0.01% | −35,700−66.0% | Reduced |
| Centiva Capital, LP | 18,383 | $1.46M | 0.10% | +9,762+113.2% | Added |
| ASR Vermogensbeheer N.V. | 18,209 | $1.45M | 0.02% | −36−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 17,813 | $1.41M | 0.02% | −300−1.7% | Reduced |
| Jones Financial Companies LLLP | 17,861 | $1.41M | 0.00% | +3,282+22.5% | Added |
| Public Employees Retirement Association of Colorado | 17,611 | $1.40M | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 17,599 | $1.40M | 0.02% | −1,264−6.7% | Reduced |
| NEOS Investment Management LLC | 17,114 | $1.36M | 0.02% | +3,566+26.3% | Added |
| Sanctuary Advisors, LLC | 17,055 | $1.35M | 0.01% | +449+2.7% | Added |
| Pacer Advisors, Inc. | 17,016 | $1.35M | 0.00% | +6,308+58.9% | Added |
| HighTower Advisors, LLC | 17,012 | $1.35M | 0.00% | +543+3.3% | Added |
| Greenwood Capital Associates LLC | 16,948 | $1.35M | 0.17% | −1,740−9.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.31M | 0.01% | +243+1.5% | Added |
| Mercer Global Advisors Inc | 16,401 | $1.30M | 0.00% | −780−4.5% | Reduced |
| Stifel Financial Corp | 16,316 | $1.30M | 0.00% | +1,731+11.9% | Added |
| Empowered Funds, LLC | 16,098 | $1.28M | 0.01% | +11,420+244.1% | Added |
| Toroso Investments, LLC | 15,792 | $1.25M | 0.01% | +20+0.1% | Added |
| Cornercap Investment Counsel Inc | 15,780 | $1.25M | 0.65% | −390−2.4% | Reduced |
| Midland Wealth Advisors LLC | 15,674 | $1.24M | 0.07% | +100+0.6% | Added |
| Caxton Associates LLP | 15,581 | $1.24M | 0.03% | +8,230+112.0% | Added |
| Generali Asset Management SPA SGR | 15,535 | $1.23M | 0.03% | +15,535 | New |
| Nebula Research & Development LLC | 15,414 | $1.22M | 0.10% | −7,329−32.2% | Reduced |
| Hartford Investment Management Co | 15,306 | $1.22M | 0.04% | +2,378+18.4% | Added |
| Schroder Investment Management Group | 15,233 | $1.21M | 0.00% | −3,041−16.6% | Reduced |
| CWM, LLC | 15,181 | $1.21M | 0.00% | −3,829−20.1% | Reduced |
| Sterling Capital Management LLC | 14,783 | $1.17M | 0.02% | +2,167+17.2% | Added |
| Kentucky Retirement Systems | 14,539 | $1.15M | 0.03% | −952−6.1% | Reduced |
| Vinva Investment Management Ltd | 14,534 | $1.15M | 0.03% | +409+2.9% | Added |
| Denali Advisors LLC | 14,453 | $1.15M | 0.12% | +7,816+117.8% | Added |
| Avanza Fonder AB | 14,358 | $1.14M | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 14,329 | $1.14M | 0.01% | −2,524−15.0% | Reduced |
| Mizuho Securities USA LLC | 14,261 | $1.13M | 0.02% | +14,261 | New |
| Montag A & Associates Inc | 14,065 | $1.12M | 0.05% | −2,127−13.1% | Reduced |
| Commonwealth Retirement Investments LLC | 14,015 | $1.11M | 0.42% | +14,015 | New |
| Oppenheimer & Co Inc | 13,796 | $1.10M | 0.01% | +2,088+17.8% | Added |
| Lecap Asset Management Ltd | 13,795 | $1.10M | 0.39% | −2,784−16.8% | Reduced |