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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 87,068 | $7.22M | 0.02% | −21,948−20.1% | Reduced |
| Weiss Asset Management LP | 87,300 | $7.24M | 0.10% | +87,300 | New |
| Royal London Asset Management Ltd | 88,447 | $7.33M | 0.02% | −2,035−2.2% | Reduced |
| Susquehanna International Group, LLP | 88,537 | $7.34M | 0.01% | +55,384+167.1% | Added |
| Acadian Asset Management LLC | 92,073 | $7.63M | 0.01% | +91,752+28,583.2% | Added |
| Engineers Gate Manager LP | 94,258 | $7.81M | 0.09% | +72,429+331.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 94,590 | $7.84M | 0.02% | −4,777−4.8% | Reduced |
| Asset Management One Co.,Ltd. | 95,736 | $7.94M | 0.02% | +332+0.3% | Added |
| Holocene Advisors, LP | 96,560 | $8.01M | 0.02% | −33,517−25.8% | Reduced |
| Toronto Dominion Bank | 99,384 | $8.24M | 0.02% | −9,710−8.9% | Reduced |
| Treasurer of the State of North Carolina | 99,845 | $8.28M | 0.03% | −104,768−51.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 103,456 | $8.58M | 0.02% | −5,581−5.1% | Reduced |
| AMG National Trust Bank | 105,144 | $8.72M | 0.21% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 105,591 | $8.75M | 0.03% | +23,651+28.9% | Added |
| APG Asset Management N.V. | 126,200 | $8.90M | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 107,407 | $8.91M | 0.02% | +5,600+5.5% | Added |
| Illinois Municipal Retirement Fund | 108,275 | $8.98M | 0.11% | +8,497+8.5% | Added |
| Xponance, Inc. | 108,501 | $9.00M | 0.07% | −77−0.1% | Reduced |
| Cambria Investment Management, L.P. | 111,584 | $9.25M | 0.56% | −7,660−6.4% | Reduced |
| Franklin Resources Inc | 112,603 | $9.34M | 0.00% | −12,673−10.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 113,025 | $9.37M | 0.02% | −23,002−16.9% | Reduced |
| Goelzer Investment Management, Inc. | 116,194 | $9.63M | 0.51% | −2,737−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 118,666 | $9.84M | 0.01% | −2,273−1.9% | Reduced |
| LPL Financial LLC | 118,784 | $9.85M | 0.00% | +6,794+6.1% | Added |
| TD Asset Management Inc | 124,393 | $10.3M | 0.01% | +15,146+13.9% | Added |
| Mediolanum International Funds Ltd | 127,368 | $10.5M | 0.11% | +37,357+41.5% | Added |
| Prudential Financial Inc | 127,901 | $10.6M | 0.01% | −51,547−28.7% | Reduced |
| Quantinno Capital Management LP | 127,957 | $10.6M | 0.03% | +16,816+15.1% | Added |
| Worldquant Millennium Advisors LLC | 129,525 | $10.7M | 0.05% | −7,776−5.7% | Reduced |
| New York State Common Retirement Fund | 130,685 | $10.8M | 0.01% | +4,400+3.5% | Added |
| Brandywine Global Investment Management, LLC | 134,380 | $11.1M | 0.08% | +185+0.1% | Added |
| Azimuth Capital Investment Management LLC | 134,405 | $11.1M | 0.40% | +55,815+71.0% | Added |
| The PNC Financial Services Group, Inc. | 135,150 | $11.2M | 0.01% | −2,424−1.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 139,285 | $11.5M | 0.02% | +1,662+1.2% | Added |
| Interval Partners, LP | 140,422 | $11.6M | 0.25% | −36,884−20.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 143,254 | $11.9M | 0.08% | −12,464−8.0% | Reduced |
| National Bank of Canada | 146,807 | $12.2M | 0.01% | −18,414−11.1% | Reduced |
| Alyeska Investment Group, L.P. | 148,973 | $12.4M | 0.04% | +148,973 | New |
| Forsta Ap-Fonden | 158,500 | $13.1M | 0.08% | +5,000+3.3% | Added |
| New York State Teachers Retirement System | 159,856 | $13.3M | 0.03% | −84−0.1% | Reduced |
| Russell Investments Group, Ltd. | 161,017 | $13.3M | 0.02% | +9,138+6.0% | Added |
| Citadel Advisors LLC | 164,212 | $13.6M | 0.01% | −76,510−31.8% | Reduced |
| Edentree Asset Management Ltd | 168,600 | $14.0M | 3.36% | +20,000+13.5% | Added |
| Canada Pension Plan Investment Board | 168,710 | $14.0M | 0.01% | +81,752+94.0% | Added |
| Standard Life Aberdeen plc | 170,101 | $14.1M | 0.02% | −3,335−1.9% | Reduced |
| AE Wealth Management LLC | 170,695 | $14.2M | 0.09% | +13,795+8.8% | Added |
| Capital Management Corp | 172,736 | $14.3M | 2.25% | +27,857+19.2% | Added |
| Storebrand Asset Management AS | 174,159 | $14.4M | 0.04% | −2,470−1.4% | Reduced |
| Aviva PLC | 185,065 | $15.3M | 0.03% | +16,970+10.1% | Added |
| Colony Group, LLC | 186,477 | $15.5M | 0.03% | +110,315+144.8% | Added |
| Korea Investment CORP | 188,766 | $15.7M | 0.03% | −3,400−1.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 190,261 | $15.8M | 0.04% | −124,450−39.5% | Reduced |
| Raymond James Financial Inc | 192,862 | $16.0M | 0.01% | −35,175−15.4% | Reduced |
| Pictet Asset Management Holding SA | 194,981 | $16.2M | 0.02% | +33,837+21.0% | Added |
| Bank of Montreal | 197,648 | $16.4M | 0.01% | +15,685+8.6% | Added |
| O'Shaughnessy Asset Management, LLC | 199,557 | $16.5M | 0.10% | +9,227+4.8% | Added |
| State Board of Administration of Florida Retirement System | 202,996 | $16.8M | 0.03% | −17,319−7.9% | Reduced |
| Citigroup Inc | 203,574 | $16.9M | 0.01% | −12,567−5.8% | Reduced |
| State of Wisconsin Investment Board | 205,344 | $17.0M | 0.04% | −5,735−2.7% | Reduced |
| Swedbank AB | 206,073 | $17.1M | 0.02% | +8,687+4.4% | Added |
| Principal Financial Group Inc | 210,795 | $17.5M | 0.01% | −5,497−2.5% | Reduced |
| Teacher Retirement System of Texas | 215,843 | $17.9M | 0.07% | +37,676+21.1% | Added |
| Wells Fargo & Company | 218,264 | $18.1M | 0.00% | −13,616−5.9% | Reduced |
| GW Henssler & Associates Ltd | 218,932 | $18.2M | 0.91% | +5,314+2.5% | Added |
| Virginia Retirement Systems Et Al | 223,000 | $18.5M | 0.12% | +223,000 | New |
| D. E. Shaw & Co., Inc. | 228,622 | $19.0M | 0.02% | −124,642−35.3% | Reduced |
| Ameriprise Financial Inc | 232,743 | $19.3M | 0.00% | −11,645−4.8% | Reduced |
| Great West Life Assurance Co | 235,219 | $19.4M | 0.03% | +2,601+1.1% | Added |
| Alliancebernstein L.P. | 234,504 | $19.4M | 0.01% | +1,415+0.6% | Added |
| Prana Capital Management, LP | 241,339 | $20.0M | 0.67% | −17,891−6.9% | Reduced |
| Sound Income Strategies, LLC | 246,068 | $20.3M | 1.11% | −2,790−1.1% | Reduced |
| Mairs & Power Inc | 254,418 | $21.1M | 0.20% | −108,380−29.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 254,898 | $21.1M | 0.05% | −58,868−18.8% | Reduced |
| Millennium Management LLC | 267,137 | $22.1M | 0.02% | −23,244−8.0% | Reduced |
| Price T Rowe Associates Inc | 294,929 | $24.5M | 0.00% | −12,368−4.0% | Reduced |
| American Century Companies Inc | 309,768 | $25.7M | 0.01% | +71,096+29.8% | Added |
| Fort Washington Investment Advisors Inc | 312,165 | $25.9M | 0.14% | −2,189−0.7% | Reduced |
| Squarepoint Ops LLC | 318,555 | $26.4M | 0.06% | +193,368+154.5% | Added |
| Two Sigma Advisers, LP | 319,100 | $26.5M | 0.05% | +45,100+16.5% | Added |
| Voloridge Investment Management, LLC | 327,368 | $27.1M | 0.09% | −116,310−26.2% | Reduced |
| Trust Point Inc. | 369,624 | $30.6M | 2.47% | −600.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 372,433 | $30.9M | 0.02% | +273,456+276.3% | Added |
| Rakuten Investment Management, Inc. | 223,450 | $31.3M | 0.12% | +223,450 | New |
| National Pension Service | 388,046 | $32.2M | 0.02% | +5,609+1.5% | Added |
| California State Teachers Retirement System | 394,625 | $32.7M | 0.03% | −520−0.1% | Reduced |
| North Star Asset Management Inc | 395,121 | $32.8M | 1.33% | −6,798−1.7% | Reduced |
| Conning Inc. | 409,864 | $34.0M | 1.13% | −35,796−8.0% | Reduced |
| Two Sigma Investments, LP | 419,129 | $34.7M | 0.05% | +72,170+20.8% | Added |
| California Public Employees Retirement System | 425,383 | $35.3M | 0.02% | +20,676+5.1% | Added |
| Marshall Wace, LLP | 427,014 | $35.4M | 0.04% | +15,829+3.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 433,407 | $35.9M | 0.03% | +33,246+8.3% | Added |
| Bridgewater Associates, LP | 491,533 | $40.8M | 0.16% | +39,985+8.9% | Added |
| Rhumbline Advisers | 492,804 | $40.9M | 0.03% | +8,347+1.7% | Added |
| Nuveen, LLC | 560,129 | $46.4M | 0.01% | −8,148−1.4% | Reduced |
| Massachusetts Financial Services Co | 561,314 | $46.5M | 0.01% | −47,640−7.8% | Reduced |
| First Trust Advisors LP | 580,047 | $48.1M | 0.04% | −110,481−16.0% | Reduced |
| Swiss Life Asset Management Ltd | 594,297 | $49.3M | 0.26% | +7,546+1.3% | Added |
| FMR LLC | 609,932 | $50.6M | 0.00% | −7,058−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 624,468 | $51.8M | 0.03% | +73,756+13.4% | Added |
| Man Group plc | 637,358 | $52.8M | 0.10% | +424,231+199.1% | Added |