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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 25,750 | $2.13M | 0.01% | −58−0.2% | Reduced |
| Yousif Capital Management, LLC | 25,930 | $2.15M | 0.02% | −2,311−8.2% | Reduced |
| Columbus Macro, LLC | 25,945 | $2.15M | 0.24% | +295+1.2% | Added |
| OP Asset Management Ltd | 26,037 | $2.16M | 0.03% | +1,485+6.0% | Added |
| Bank of Nova Scotia | 26,094 | $2.16M | 0.00% | −101,766−79.6% | Reduced |
| Janus Henderson Group PLC | 26,555 | $2.20M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 26,719 | $2.22M | 0.00% | −1,314−4.7% | Reduced |
| Dakota Wealth Management | 27,086 | $2.25M | 0.05% | −1,414−5.0% | Reduced |
| NEOS Investment Management LLC | 27,111 | $2.25M | 0.02% | +9,997+58.4% | Added |
| ISAM Funds (UK) Ltd | 27,115 | $2.25M | 0.46% | +27,115 | New |
| Graham Capital Management, L.P. | 27,573 | $2.29M | 0.08% | −10,101−26.8% | Reduced |
| Vident Advisory, LLC | 27,710 | $2.30M | 0.02% | +512+1.9% | Added |
| Nissay Asset Management Corp | 28,316 | $2.35M | 0.01% | −92−0.3% | Reduced |
| Oddo BHF Asset Management SAS | 28,433 | $2.36M | 0.09% | +28,433 | New |
| CIBC Bancorp USA Inc. | 28,738 | $2.38M | 0.01% | +28,738 | New |
| New York Life Investment Management LLC | 29,841 | $2.47M | 0.02% | −1,366−4.4% | Reduced |
| USS Investment Management Ltd | 29,943 | $2.48M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 30,213 | $2.50M | 0.01% | +30,213 | New |
| Centric Wealth Management | 29,838 | $2.51M | 0.56% | +757+2.6% | Added |
| Ethic Inc. | 30,590 | $2.54M | 0.04% | −3,991−11.5% | Reduced |
| Siemens Fonds Invest GmbH | 30,730 | $2.55M | 0.14% | +5,650+22.5% | Added |
| Tredje AP-fonden | 31,508 | $2.61M | 0.02% | +11,710+59.1% | Added |
| KBC Group NV | 31,904 | $2.65M | 0.01% | +139+0.4% | Added |
| UniSuper Management Pty Ltd | 32,000 | $2.65M | 0.02% | +1,984+6.6% | Added |
| British Columbia Investment Management Corp | 32,224 | $2.67M | 0.02% | −3,181−9.0% | Reduced |
| Wedge Capital Management L L P | 32,335 | $2.68M | 0.05% | +1,847+6.1% | Added |
| Kepler Cheuvreux (Suisse) SA | 32,741 | $2.71M | 0.15% | +32,741 | New |
| Mirae Asset Global Investments Co., Ltd. | 32,959 | $2.73M | 0.01% | +5,112+18.4% | Added |
| Mariner, LLC | 33,040 | $2.74M | 0.00% | +3,736+12.7% | Added |
| Federation des caisses Desjardins du Quebec | 33,509 | $2.78M | 0.01% | +4,670+16.2% | Added |
| Daiwa Securities Group Inc. | 33,652 | $2.79M | 0.01% | +1,225+3.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,215 | $2.86M | 0.00% | +5,281+18.3% | Added |
| Financial Advisory Service, Inc. | 34,504 | $2.86M | 0.19% | +1,629+5.0% | Added |
| Freestone Capital Holdings, LLC | 34,876 | $2.89M | 0.09% | +618+1.8% | Added |
| CIBC Asset Management Inc | 35,312 | $2.93M | 0.01% | +22+0.1% | Added |
| JustInvest LLC | 35,645 | $2.96M | 0.03% | +5,737+19.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 35,764 | $2.97M | 0.02% | +1,355+3.9% | Added |
| Allianz Asset Management GmbH | 35,769 | $2.97M | 0.00% | −43,179−54.7% | Reduced |
| Avantax Planning Partners, Inc. | 35,998 | $2.98M | 0.09% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 36,416 | $3.02M | 0.05% | +11,902+48.6% | Added |
| Brevan Howard Capital Management LP | 36,482 | $3.02M | 0.04% | −26,693−42.3% | Reduced |
| Baird Financial Group, Inc. | 36,579 | $3.03M | 0.00% | +202+0.6% | Added |
| Utah Retirement Systems | 36,649 | $3.04M | 0.03% | −503−1.4% | Reduced |
| Advisors Asset Management, Inc. | 37,135 | $3.08M | 0.05% | −641−1.7% | Reduced |
| CI Private Wealth, LLC | 37,192 | $3.08M | 0.00% | +107+0.3% | Added |
| Pathstone Holdings, LLC | 38,503 | $3.19M | 0.01% | +2,175+6.0% | Added |
| Mackenzie Financial Corp | 39,109 | $3.24M | 0.00% | +1,125+3.0% | Added |
| Amalgamated Bank | 39,422 | $3.27M | 0.02% | −1,193−2.9% | Reduced |
| DnB Asset Management AS | 40,098 | $3.32M | 0.01% | +1,290+3.3% | Added |
| Captrust Financial Advisors | 40,802 | $3.38M | 0.01% | +7,148+21.2% | Added |
| Foster & Motley Inc | 40,923 | $3.39M | 0.18% | +5,982+17.1% | Added |
| Comerica Bank | 41,448 | $3.44M | 0.01% | −5,429−11.6% | Reduced |
| Landscape Capital Management, L.L.C. | 42,108 | $3.49M | 0.22% | +42,108 | New |
| Dorsey & Whitney Trust CO LLC | 42,565 | $3.53M | 0.19% | −11,655−21.5% | Reduced |
| Quantbot Technologies LP | 43,130 | $3.58M | 0.10% | +7,380+20.6% | Added |
| Retirement Systems of Alabama | 43,243 | $3.59M | 0.01% | −1,015−2.3% | Reduced |
| Public Sector Pension Investment Board | 43,722 | $3.62M | 0.01% | +1,263+3.0% | Added |
| Dark Forest Capital Management LP | 44,867 | $3.72M | 0.14% | +19,967+80.2% | Added |
| Groupe la Francaise | 45,322 | $3.76M | 0.05% | +148+0.3% | Added |
| Voleon Capital Management LP | 45,424 | $3.77M | 0.09% | −39,043−46.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 45,483 | $3.77M | 0.02% | −6,481−12.5% | Reduced |
| Ensign Peak Advisors, Inc | 45,507 | $3.77M | 0.01% | −21,215−31.8% | Reduced |
| Voya Investment Management LLC | 45,931 | $3.81M | 0.00% | −14,307−23.8% | Reduced |
| ProShare Advisors LLC | 46,489 | $3.85M | 0.01% | −4,418−8.7% | Reduced |
| Nordea Investment Management AB | 48,902 | $3.98M | 0.00% | +30,118+160.3% | Added |
| Kinneret Advisory, LLC | 48,424 | $4.01M | 0.34% | −217−0.4% | Reduced |
| Entropy Technologies, LP | 48,433 | $4.02M | 0.30% | +19,773+69.0% | Added |
| Natixis Advisors, L.P. | 48,667 | $4.04M | 0.01% | −14,814−23.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,680 | $4.04M | 0.02% | −1,905−3.8% | Reduced |
| IFM Investors Pty Ltd | 49,024 | $4.05M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50,030 | $4.08M | 0.01% | −7,040−12.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 50,605 | $4.20M | 0.02% | +200.0% | Added |
| MetLife Investment Management | 50,618 | $4.20M | 0.02% | −2,197−4.2% | Reduced |
| Czech National Bank | 51,487 | $4.27M | 0.03% | +1,071+2.1% | Added |
| Creative Planning | 52,546 | $4.36M | 0.00% | +411+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 52,940 | $4.39M | 0.01% | +104+0.2% | Added |
| Alerus Financial NA | 53,265 | $4.42M | 0.22% | +3,608+7.3% | Added |
| Wealthfront Advisers LLC | 55,185 | $4.58M | 0.01% | −9,414−14.6% | Reduced |
| Cerity Partners LLC | 55,713 | $4.62M | 0.01% | +17,756+46.8% | Added |
| State of Michigan Retirement System | 57,580 | $4.77M | 0.02% | −1,300−2.2% | Reduced |
| Unison Advisors LLC | 60,645 | $5.03M | 0.46% | +568+0.9% | Added |
| Envestnet Asset Management Inc | 61,553 | $5.10M | 0.00% | −494−0.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 63,065 | $5.23M | 0.01% | +750+1.2% | Added |
| State of New Jersey Common Pension Fund D | 63,116 | $5.23M | 0.02% | −6,894−9.8% | Reduced |
| Commonwealth Equity Services, LLC | 63,339 | $5.25M | 0.01% | −2,470−3.8% | Reduced |
| Arizona State Retirement System | 66,337 | $5.50M | 0.03% | +631+1.0% | Added |
| Rafferty Asset Management, LLC | 67,465 | $5.59M | 0.02% | −1,120−1.6% | Reduced |
| Dean Investment Associates, LLC | 68,032 | $5.64M | 0.79% | +16,248+31.4% | Added |
| DekaBank Deutsche Girozentrale | 71,558 | $5.88M | 0.01% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 71,300 | $5.91M | 0.03% | −5,369−7.0% | Reduced |
| DMKC Advisory Services, LLC | 73,387 | $6.08M | 3.09% | −5,197−6.6% | Reduced |
| Ci Investments Inc. | 74,022 | $6.14M | 0.02% | −4,535−5.8% | Reduced |
| Public Employees Retirement System of Ohio | 74,567 | $6.18M | 0.02% | +2,219+3.1% | Added |
| Credit Agricole S A | 75,799 | $6.28M | 0.02% | +75,799 | New |
| KLP Kapitalforvaltning AS | 81,945 | $6.79M | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 82,104 | $6.81M | 0.01% | +20,045+32.3% | Added |
| Macquarie Group Ltd | 83,825 | $6.95M | 0.01% | −377−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 84,271 | $6.99M | 0.03% | +7,870+10.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,791 | $7.11M | 0.02% | −764−0.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 86,280 | $7.15M | 0.05% | 00.0% | Unchanged |