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 |
|---|---|---|---|---|---|
| Swiss National Bank | 646,300 | $53.6M | 0.03% | −34,700−5.1% | Reduced |
| Barclays PLC | 669,856 | $55.5M | 0.02% | −119,004−15.1% | Reduced |
| Qube Research & Technologies Ltd | 688,538 | $57.1M | 0.08% | −213,114−23.6% | Reduced |
| Assenagon Asset Management S.A. | 697,735 | $57.8M | 0.09% | +637,001+1,048.8% | Added |
| HSBC Holdings PLC | 797,708 | $65.9M | 0.04% | −330,852−29.3% | Reduced |
| BNP Paribas Arbitrage, SA | 804,141 | $66.7M | 0.05% | +280,760+53.6% | Added |
| AustralianSuper Pty Ltd | 817,959 | $67.8M | 0.32% | −175,684−17.7% | Reduced |
| JPMorgan Chase & Co | 977,625 | $81.1M | 0.01% | −46,225−4.5% | Reduced |
| Deutsche Bank AG | 1,054,450 | $87.4M | 0.03% | +3,804+0.4% | Added |
| AQR Capital Management LLC | 1,103,565 | $90.9M | 0.06% | +506,841+84.9% | Added |
| Bank of New York Mellon Corp | 1,234,629 | $102.4M | 0.02% | −114,376−8.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,444,405 | $119.8M | 0.02% | −24,153−1.6% | Reduced |
| Amundi | 1,542,925 | $129.9M | 0.04% | −248,321−13.9% | Reduced |
| Legal & General Group Plc | 1,615,616 | $134.0M | 0.03% | +33,490+2.1% | Added |
| Royal Bank of Canada | 1,675,800 | $138.9M | 0.02% | −61,720−3.6% | Reduced |
| UBS Asset Management Americas Inc | 1,799,149 | $149.2M | 0.03% | −299,569−14.3% | Reduced |
| UBS Group AG | 2,023,880 | $167.8M | 0.03% | +776,997+62.3% | Added |
| Goldman Sachs Group Inc | 2,363,135 | $195.9M | 0.03% | +432,911+22.4% | Added |
| Morgan Stanley | 3,024,188 | $250.7M | 0.02% | −148,648−4.7% | Reduced |
| Invesco Ltd. | 3,376,797 | $280.0M | 0.04% | +636,334+23.2% | Added |
| Northern Trust Corp | 3,468,764 | $287.6M | 0.04% | −16,303−0.5% | Reduced |
| Dimensional Fund Advisors LP | 3,766,362 | $312.3M | 0.07% | +1,6240.0% | Added |
| Victory Capital Management Inc | 3,906,748 | $323.9M | 0.20% | −387,937−9.0% | Reduced |
| Geode Capital Management, LLC | 5,617,443 | $463.9M | 0.03% | +130,761+2.4% | Added |
| Bank of America Corp | 8,426,764 | $698.7M | 0.05% | −3,944,088−31.9% | Reduced |
| State Street Corp | 10,560,056 | $875.5M | 0.03% | −132,448−1.2% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.50B | 25.31% | 00.0% | Unchanged |
| BlackRock, Inc. | 20,026,704 | $1.66B | 0.03% | −176,640−0.9% | Reduced |
| Vanguard Group Inc | 27,131,356 | $2.25B | 0.03% | −213,708−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −239,806−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −112,650−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −95,164−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −93,499−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −27,507−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,383−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −15,414−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −14,329−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −9,062−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −6,184−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −5,355−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,765−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −4,479−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,912−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −2,617−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Barnes Dennig Private Wealth Management LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Churchill Management Corp | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |
| PrairieView Partners, LLC | – | – | – | – | Not filed |
| Capital A Wealth Management, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| Union Savings Bank | – | – | – | – | Not filed |
| Centricity Wealth Management, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |