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, Q3 2025
Institutional positions in Principal Financial Group Inc as of Sep 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
- 829
- +31 vs. Q2 2025
- Shares held
- 159.9M
- −2.88M (−1.8%) vs. Q2 2025
- Total value
- $13.3B
- +$338.8M (+2.6%) vs. Q2 2025
- New holders
- 84
- 291 more added
- Sold out
- 53
- 273 more reduced
16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,131,356 | $2.25B | 0.03% | −213,708−0.8% | Reduced |
| BlackRock, Inc. | 20,026,704 | $1.66B | 0.03% | −176,640−0.9% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.50B | 25.31% | 00.0% | Unchanged |
| State Street Corp | 10,560,056 | $875.5M | 0.03% | −132,448−1.2% | Reduced |
| Bank of America Corp | 8,426,764 | $698.7M | 0.05% | −3,944,088−31.9% | Reduced |
| Geode Capital Management, LLC | 5,617,443 | $463.9M | 0.03% | +130,761+2.4% | Added |
| Victory Capital Management Inc | 3,906,748 | $323.9M | 0.20% | −387,937−9.0% | Reduced |
| Dimensional Fund Advisors LP | 3,766,362 | $312.3M | 0.07% | +1,6240.0% | Added |
| Northern Trust Corp | 3,468,764 | $287.6M | 0.04% | −16,303−0.5% | Reduced |
| Invesco Ltd. | 3,376,797 | $280.0M | 0.04% | +636,334+23.2% | Added |
| Morgan Stanley | 3,024,188 | $250.7M | 0.02% | −148,648−4.7% | Reduced |
| Goldman Sachs Group Inc | 2,363,135 | $195.9M | 0.03% | +432,911+22.4% | Added |
| UBS Group AG | 2,023,880 | $167.8M | 0.03% | +776,997+62.3% | Added |
| UBS Asset Management Americas Inc | 1,799,149 | $149.2M | 0.03% | −299,569−14.3% | Reduced |
| Royal Bank of Canada | 1,675,800 | $138.9M | 0.02% | −61,720−3.6% | Reduced |
| Legal & General Group Plc | 1,615,616 | $134.0M | 0.03% | +33,490+2.1% | Added |
| Amundi | 1,542,925 | $129.9M | 0.04% | −248,321−13.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,444,405 | $119.8M | 0.02% | −24,153−1.6% | Reduced |
| Bank of New York Mellon Corp | 1,234,629 | $102.4M | 0.02% | −114,376−8.5% | Reduced |
| AQR Capital Management LLC | 1,103,565 | $90.9M | 0.06% | +506,841+84.9% | Added |
| Deutsche Bank AG | 1,054,450 | $87.4M | 0.03% | +3,804+0.4% | Added |
| JPMorgan Chase & Co | 977,625 | $81.1M | 0.01% | −46,225−4.5% | Reduced |
| AustralianSuper Pty Ltd | 817,959 | $67.8M | 0.32% | −175,684−17.7% | Reduced |
| BNP Paribas Arbitrage, SA | 804,141 | $66.7M | 0.05% | +280,760+53.6% | Added |
| HSBC Holdings PLC | 797,708 | $65.9M | 0.04% | −330,852−29.3% | Reduced |
| Assenagon Asset Management S.A. | 697,735 | $57.8M | 0.09% | +637,001+1,048.8% | Added |
| Qube Research & Technologies Ltd | 688,538 | $57.1M | 0.08% | −213,114−23.6% | Reduced |
| Barclays PLC | 669,856 | $55.5M | 0.02% | −119,004−15.1% | Reduced |
| Swiss National Bank | 646,300 | $53.6M | 0.03% | −34,700−5.1% | Reduced |
| Man Group plc | 637,358 | $52.8M | 0.10% | +424,231+199.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 624,468 | $51.8M | 0.03% | +73,756+13.4% | Added |
| FMR LLC | 609,932 | $50.6M | 0.00% | −7,058−1.1% | Reduced |
| Swiss Life Asset Management Ltd | 594,297 | $49.3M | 0.26% | +7,546+1.3% | Added |
| First Trust Advisors LP | 580,047 | $48.1M | 0.04% | −110,481−16.0% | Reduced |
| Massachusetts Financial Services Co | 561,314 | $46.5M | 0.01% | −47,640−7.8% | Reduced |
| Nuveen, LLC | 560,129 | $46.4M | 0.01% | −8,148−1.4% | Reduced |
| Rhumbline Advisers | 492,804 | $40.9M | 0.03% | +8,347+1.7% | Added |
| Bridgewater Associates, LP | 491,533 | $40.8M | 0.16% | +39,985+8.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 433,407 | $35.9M | 0.03% | +33,246+8.3% | Added |
| Marshall Wace, LLP | 427,014 | $35.4M | 0.04% | +15,829+3.8% | Added |
| California Public Employees Retirement System | 425,383 | $35.3M | 0.02% | +20,676+5.1% | Added |
| Two Sigma Investments, LP | 419,129 | $34.7M | 0.05% | +72,170+20.8% | Added |
| Conning Inc. | 409,864 | $34.0M | 1.13% | −35,796−8.0% | Reduced |
| North Star Asset Management Inc | 395,121 | $32.8M | 1.33% | −6,798−1.7% | Reduced |
| California State Teachers Retirement System | 394,625 | $32.7M | 0.03% | −520−0.1% | Reduced |
| National Pension Service | 388,046 | $32.2M | 0.02% | +5,609+1.5% | Added |
| Rakuten Investment Management, Inc. | 223,450 | $31.3M | 0.12% | +223,450 | New |
| Arrowstreet Capital, Limited Partnership | 372,433 | $30.9M | 0.02% | +273,456+276.3% | Added |
| Trust Point Inc. | 369,624 | $30.6M | 2.47% | −600.0% | Reduced |
| Voloridge Investment Management, LLC | 327,368 | $27.1M | 0.09% | −116,310−26.2% | Reduced |
| Two Sigma Advisers, LP | 319,100 | $26.5M | 0.05% | +45,100+16.5% | Added |
| Squarepoint Ops LLC | 318,555 | $26.4M | 0.06% | +193,368+154.5% | Added |
| Fort Washington Investment Advisors Inc | 312,165 | $25.9M | 0.14% | −2,189−0.7% | Reduced |
| American Century Companies Inc | 309,768 | $25.7M | 0.01% | +71,096+29.8% | Added |
| Price T Rowe Associates Inc | 294,929 | $24.5M | 0.00% | −12,368−4.0% | Reduced |
| Millennium Management LLC | 267,137 | $22.1M | 0.02% | −23,244−8.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 254,898 | $21.1M | 0.05% | −58,868−18.8% | Reduced |
| Mairs & Power Inc | 254,418 | $21.1M | 0.20% | −108,380−29.9% | Reduced |
| Sound Income Strategies, LLC | 246,068 | $20.3M | 1.11% | −2,790−1.1% | Reduced |
| Prana Capital Management, LP | 241,339 | $20.0M | 0.67% | −17,891−6.9% | Reduced |
| Alliancebernstein L.P. | 234,504 | $19.4M | 0.01% | +1,415+0.6% | Added |
| Great West Life Assurance Co | 235,219 | $19.4M | 0.03% | +2,601+1.1% | Added |
| Ameriprise Financial Inc | 232,743 | $19.3M | 0.00% | −11,645−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 228,622 | $19.0M | 0.02% | −124,642−35.3% | Reduced |
| Virginia Retirement Systems Et Al | 223,000 | $18.5M | 0.12% | +223,000 | New |
| GW Henssler & Associates Ltd | 218,932 | $18.2M | 0.91% | +5,314+2.5% | Added |
| Wells Fargo & Company | 218,264 | $18.1M | 0.00% | −13,616−5.9% | Reduced |
| Teacher Retirement System of Texas | 215,843 | $17.9M | 0.07% | +37,676+21.1% | Added |
| Principal Financial Group Inc | 210,795 | $17.5M | 0.01% | −5,497−2.5% | Reduced |
| Swedbank AB | 206,073 | $17.1M | 0.02% | +8,687+4.4% | Added |
| State of Wisconsin Investment Board | 205,344 | $17.0M | 0.04% | −5,735−2.7% | Reduced |
| Citigroup Inc | 203,574 | $16.9M | 0.01% | −12,567−5.8% | Reduced |
| State Board of Administration of Florida Retirement System | 202,996 | $16.8M | 0.03% | −17,319−7.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 199,557 | $16.5M | 0.10% | +9,227+4.8% | Added |
| Bank of Montreal | 197,648 | $16.4M | 0.01% | +15,685+8.6% | Added |
| Pictet Asset Management Holding SA | 194,981 | $16.2M | 0.02% | +33,837+21.0% | Added |
| Raymond James Financial Inc | 192,862 | $16.0M | 0.01% | −35,175−15.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 190,261 | $15.8M | 0.04% | −124,450−39.5% | Reduced |
| Korea Investment CORP | 188,766 | $15.7M | 0.03% | −3,400−1.8% | Reduced |
| Colony Group, LLC | 186,477 | $15.5M | 0.03% | +110,315+144.8% | Added |
| Aviva PLC | 185,065 | $15.3M | 0.03% | +16,970+10.1% | Added |
| Storebrand Asset Management AS | 174,159 | $14.4M | 0.04% | −2,470−1.4% | Reduced |
| Capital Management Corp | 172,736 | $14.3M | 2.25% | +27,857+19.2% | Added |
| AE Wealth Management LLC | 170,695 | $14.2M | 0.09% | +13,795+8.8% | Added |
| Standard Life Aberdeen plc | 170,101 | $14.1M | 0.02% | −3,335−1.9% | Reduced |
| Canada Pension Plan Investment Board | 168,710 | $14.0M | 0.01% | +81,752+94.0% | Added |
| Edentree Asset Management Ltd | 168,600 | $14.0M | 3.36% | +20,000+13.5% | Added |
| Citadel Advisors LLC | 164,212 | $13.6M | 0.01% | −76,510−31.8% | Reduced |
| Russell Investments Group, Ltd. | 161,017 | $13.3M | 0.02% | +9,138+6.0% | Added |
| New York State Teachers Retirement System | 159,856 | $13.3M | 0.03% | −84−0.1% | Reduced |
| Forsta Ap-Fonden | 158,500 | $13.1M | 0.08% | +5,000+3.3% | Added |
| Alyeska Investment Group, L.P. | 148,973 | $12.4M | 0.04% | +148,973 | New |
| National Bank of Canada | 146,807 | $12.2M | 0.01% | −18,414−11.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 143,254 | $11.9M | 0.08% | −12,464−8.0% | Reduced |
| Interval Partners, LP | 140,422 | $11.6M | 0.25% | −36,884−20.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 139,285 | $11.5M | 0.02% | +1,662+1.2% | Added |
| The PNC Financial Services Group, Inc. | 135,150 | $11.2M | 0.01% | −2,424−1.8% | Reduced |
| Azimuth Capital Investment Management LLC | 134,405 | $11.1M | 0.40% | +55,815+71.0% | Added |
| Brandywine Global Investment Management, LLC | 134,380 | $11.1M | 0.08% | +185+0.1% | Added |
| New York State Common Retirement Fund | 130,685 | $10.8M | 0.01% | +4,400+3.5% | Added |