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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 10,408 | $862.9K | 0.01% | −3,388−24.6% | Reduced |
| GWM Advisors LLC | 10,425 | $864.3K | 0.00% | +2,386+29.7% | Added |
| Investment Management Corp of Ontario | 10,434 | $865.1K | 0.01% | +4,914+89.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,505 | $871.0K | 0.00% | −334−3.1% | Reduced |
| Handelsbanken Fonder AB | 10,547 | $874.0K | 0.00% | +181+1.7% | Added |
| Cresset Asset Management, LLC | 10,547 | $874.5K | 0.00% | +395+3.9% | Added |
| Louisiana State Employees Retirement System | 10,600 | $878.8K | 0.01% | −300−2.8% | Reduced |
| West Bancorporation Inc | 10,610 | $879.7K | 0.49% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 10,824 | $897.0K | 0.35% | +546+5.3% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $903.7K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 10,961 | $908.8K | 0.12% | +248+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,986 | $910.8K | 0.01% | −1,800−14.1% | Reduced |
| Great Lakes Advisors, LLC | 11,148 | $924.3K | 0.01% | +11,148 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 11,327 | $939.0K | 0.01% | +2,003+21.5% | Added |
| Jane Street Group, LLC | 11,415 | $946.4K | 0.00% | +11,415 | New |
| Transamerica Financial Advisors, Inc. | 11,455 | $949.7K | 0.08% | −239−2.0% | Reduced |
| Maryland State Retirement & Pension System | 11,543 | $957.0K | 0.02% | +936+8.8% | Added |
| Norinchukin Bank, The | 11,636 | $964.7K | 0.01% | −297−2.5% | Reduced |
| Headlands Technologies LLC | 11,863 | $983.6K | 0.08% | −12,826−52.0% | Reduced |
| Gulf International Bank (UK) Ltd | 12,263 | $1.02M | 0.03% | −464−3.6% | Reduced |
| Bayesian Capital Management, LP | 12,300 | $1.02M | 0.21% | +12,300 | New |
| Glenmede Investment Management, LP | 12,312 | $1.02M | 0.00% | +274+2.3% | Added |
| SRS Capital Advisors, Inc. | 12,676 | $1.05M | 0.02% | +11,209+764.1% | Added |
| KC Investment Advisors, LLC | 13,224 | $1.05M | 0.29% | +1,342+11.3% | Added |
| Savant Capital, LLC | 12,720 | $1.05M | 0.01% | +352+2.8% | Added |
| SummitTX Capital, L.P. | 12,838 | $1.06M | 0.04% | −9,611−42.8% | Reduced |
| Kestra Advisory Services, LLC | 13,087 | $1.09M | 0.00% | −396−2.9% | Reduced |
| Farther Finance Advisors, LLC | 13,111 | $1.09M | 0.02% | +1,555+13.5% | Added |
| Resources Investment Advisors, LLC. | 13,116 | $1.09M | 0.01% | −290−2.2% | Reduced |
| PSI Advisors, LLC | 13,190 | $1.09M | 0.28% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,357 | $1.11M | 0.01% | +6,387+91.6% | Added |
| Impax Asset Management Group plc | 13,450 | $1.12M | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 13,461 | $1.12M | 0.02% | −2,074−13.4% | Reduced |
| Neuberger Berman Group LLC | 13,470 | $1.12M | 0.00% | −9,023−40.1% | Reduced |
| CBOE Vest Financial, LLC | 13,688 | $1.13M | 0.01% | +2,029+17.4% | Added |
| D.A. Davidson & Co. | 13,716 | $1.14M | 0.01% | +478+3.6% | Added |
| Sterling Capital Management LLC | 13,731 | $1.14M | 0.02% | −1,052−7.1% | Reduced |
| Kestra Private Wealth Services, LLC | 13,800 | $1.14M | 0.01% | +137+1.0% | Added |
| Modern Wealth Management, LLC | 13,821 | $1.15M | 0.02% | +2,721+24.5% | Added |
| Summit Trail Advisors, LLC | 13,845 | $1.15M | 0.02% | +10,998+386.3% | Added |
| Stifel Financial Corp | 13,927 | $1.15M | 0.00% | −2,389−14.6% | Reduced |
| Kentucky Retirement Systems | 13,943 | $1.16M | 0.03% | −596−4.1% | Reduced |
| Montag A & Associates Inc | 14,065 | $1.17M | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 14,171 | $1.17M | 0.07% | +629+4.6% | Added |
| Mizuho Securities USA LLC | 14,765 | $1.19M | 0.02% | +504+3.5% | Added |
| Avanza Fonder AB | 14,358 | $1.19M | 0.03% | 00.0% | Unchanged |
| Caxton Associates LLP | 14,635 | $1.21M | 0.03% | −946−6.1% | Reduced |
| Hartford Investment Management Co | 14,839 | $1.23M | 0.04% | −467−3.1% | Reduced |
| Schroder Investment Management Group | 15,233 | $1.26M | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,234 | $1.26M | 0.01% | −558−3.5% | Reduced |
| Commonwealth Retirement Investments LLC | 15,430 | $1.28M | 0.44% | +1,415+10.1% | Added |
| Cornercap Investment Counsel Inc | 15,520 | $1.29M | 0.64% | −260−1.6% | Reduced |
| Midland Wealth Advisors LLC | 15,674 | $1.30M | 0.07% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 15,893 | $1.31M | 0.03% | +1,359+9.4% | Added |
| RSM US Wealth Management LLC | 16,118 | $1.34M | 0.02% | −1,481−8.4% | Reduced |
| Pacer Advisors, Inc. | 16,317 | $1.35M | 0.00% | −699−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.37M | 0.01% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 16,497 | $1.37M | 0.16% | −451−2.7% | Reduced |
| Heritage Trust Co | 16,507 | $1.37M | 0.15% | +16,507 | New |
| Mercer Global Advisors Inc | 16,689 | $1.38M | 0.00% | +288+1.8% | Added |
| Crossmark Global Holdings, Inc. | 16,714 | $1.39M | 0.02% | +3,153+23.3% | Added |
| Candriam Luxembourg S.C.A. | 16,781 | $1.39M | 0.01% | −2,247−11.8% | Reduced |
| Neo Ivy Capital Management | 16,914 | $1.40M | 0.34% | +16,914 | New |
| Intech Investment Management LLC | 16,998 | $1.41M | 0.01% | −2,014−10.6% | Reduced |
| Principal Securities, Inc. | 17,126 | $1.42M | 0.02% | +5,119+42.6% | Added |
| HighTower Advisors, LLC | 17,413 | $1.44M | 0.00% | +401+2.4% | Added |
| Public Employees Retirement Association of Colorado | 17,611 | $1.46M | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 17,884 | $1.48M | 0.01% | +829+4.9% | Added |
| ASR Vermogensbeheer N.V. | 18,317 | $1.52M | 0.02% | +108+0.6% | Added |
| Omers Administration Corp | 18,418 | $1.53M | 0.01% | 00.0% | Unchanged |
| Kerusso Capital Management LLC | 18,535 | $1.54M | 0.94% | −1,112−5.7% | Reduced |
| Donoghue Forlines LLC | 18,569 | $1.54M | 0.47% | −685−3.6% | Reduced |
| Jones Financial Companies LLLP | 18,660 | $1.54M | 0.00% | +799+4.5% | Added |
| Foster Group, Inc. | 19,002 | $1.58M | 0.05% | +30.0% | Added |
| US Bancorp | 19,065 | $1.58M | 0.00% | −2,246−10.5% | Reduced |
| Rockefeller Capital Management L.P. | 19,097 | $1.58M | 0.00% | −4,940−20.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,429 | $1.61M | 0.00% | +365+1.9% | Added |
| Lecap Asset Management Ltd | 19,596 | $1.62M | 0.56% | +5,801+42.1% | Added |
| Commerce Bank | 20,183 | $1.67M | 0.01% | −599−2.9% | Reduced |
| Capital Fund Management S.A. | 20,354 | $1.69M | 0.02% | +1,643+8.8% | Added |
| V-Square Quantitative Management LLC | 20,368 | $1.69M | 0.28% | +1,565+8.3% | Added |
| Thrivent Financial for Lutherans | 20,569 | $1.71M | 0.00% | −11,034−34.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 20,796 | $1.72M | 1.66% | −1,355−6.1% | Reduced |
| Janney Montgomery Scott LLC | 20,951 | $1.74M | 0.00% | +1,227+6.2% | Added |
| Groupama Asset Managment | 21,535 | $1.79M | 0.03% | +21,535 | New |
| State of Alaska, Department of Revenue | 21,804 | $1.81M | 0.02% | −1,375−5.9% | Reduced |
| Mutual of America Capital Management LLC | 21,974 | $1.82M | 0.02% | −1,681−7.1% | Reduced |
| BBR Partners, LLC | 22,026 | $1.83M | 0.11% | +25+0.1% | Added |
| MAI Capital Management | 22,212 | $1.84M | 0.01% | +1,609+7.8% | Added |
| CWM, LLC | 22,715 | $1.88M | 0.01% | +7,534+49.6% | Added |
| XTX Topco Ltd | 22,815 | $1.89M | 0.10% | +22,815 | New |
| Federated Hermes, Inc. | 22,842 | $1.89M | 0.00% | +75+0.3% | Added |
| Oregon Public Employees Retirement Fund | 23,137 | $1.92M | 0.02% | +5,324+29.9% | Added |
| GoalVest Advisory LLC | 24,247 | $2.01M | 0.43% | +1,941+8.7% | Added |
| Aquatic Capital Management LLC | 24,292 | $2.01M | 0.04% | +5,199+27.2% | Added |
| Simon Quick Advisors, LLC | 24,473 | $2.03M | 0.09% | −1,217−4.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,944 | $2.07M | 0.02% | −93−0.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,951 | $2.07M | 0.02% | −38,700−60.8% | Reduced |
| Hohimer Wealth Management, LLC | 25,041 | $2.08M | 0.29% | +30.0% | Added |
| Ostrum Asset Management | 25,441 | $2.11M | 0.09% | −187−0.7% | Reduced |