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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 129,525 | $10.7M | 0.05% | −7,776−5.7% | Reduced |
| Quantinno Capital Management LP | 127,957 | $10.6M | 0.03% | +16,816+15.1% | Added |
| Prudential Financial Inc | 127,901 | $10.6M | 0.01% | −51,547−28.7% | Reduced |
| Mediolanum International Funds Ltd | 127,368 | $10.5M | 0.11% | +37,357+41.5% | Added |
| TD Asset Management Inc | 124,393 | $10.3M | 0.01% | +15,146+13.9% | Added |
| LPL Financial LLC | 118,784 | $9.85M | 0.00% | +6,794+6.1% | Added |
| Manufacturers Life Insurance Company, The | 118,666 | $9.84M | 0.01% | −2,273−1.9% | Reduced |
| Goelzer Investment Management, Inc. | 116,194 | $9.63M | 0.51% | −2,737−2.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 113,025 | $9.37M | 0.02% | −23,002−16.9% | Reduced |
| Franklin Resources Inc | 112,603 | $9.34M | 0.00% | −12,673−10.1% | Reduced |
| Cambria Investment Management, L.P. | 111,584 | $9.25M | 0.56% | −7,660−6.4% | Reduced |
| Xponance, Inc. | 108,501 | $9.00M | 0.07% | −77−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 108,275 | $8.98M | 0.11% | +8,497+8.5% | Added |
| Danske Bank A/S | 107,407 | $8.91M | 0.02% | +5,600+5.5% | Added |
| APG Asset Management N.V. | 126,200 | $8.90M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 105,591 | $8.75M | 0.03% | +23,651+28.9% | Added |
| AMG National Trust Bank | 105,144 | $8.72M | 0.21% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 103,456 | $8.58M | 0.02% | −5,581−5.1% | Reduced |
| Treasurer of the State of North Carolina | 99,845 | $8.28M | 0.03% | −104,768−51.2% | Reduced |
| Toronto Dominion Bank | 99,384 | $8.24M | 0.02% | −9,710−8.9% | Reduced |
| Holocene Advisors, LP | 96,560 | $8.01M | 0.02% | −33,517−25.8% | Reduced |
| Asset Management One Co.,Ltd. | 95,736 | $7.94M | 0.02% | +332+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 94,590 | $7.84M | 0.02% | −4,777−4.8% | Reduced |
| Engineers Gate Manager LP | 94,258 | $7.81M | 0.09% | +72,429+331.8% | Added |
| Acadian Asset Management LLC | 92,073 | $7.63M | 0.01% | +91,752+28,583.2% | Added |
| Susquehanna International Group, LLP | 88,537 | $7.34M | 0.01% | +55,384+167.1% | Added |
| Royal London Asset Management Ltd | 88,447 | $7.33M | 0.02% | −2,035−2.2% | Reduced |
| Weiss Asset Management LP | 87,300 | $7.24M | 0.10% | +87,300 | New |
| Nomura Asset Management Co Ltd | 87,068 | $7.22M | 0.02% | −21,948−20.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 86,280 | $7.15M | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 85,791 | $7.11M | 0.02% | −764−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 84,271 | $6.99M | 0.03% | +7,870+10.3% | Added |
| Macquarie Group Ltd | 83,825 | $6.95M | 0.01% | −377−0.4% | Reduced |
| Cetera Investment Advisers | 82,104 | $6.81M | 0.01% | +20,045+32.3% | Added |
| KLP Kapitalforvaltning AS | 81,945 | $6.79M | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 75,799 | $6.28M | 0.02% | +75,799 | New |
| Public Employees Retirement System of Ohio | 74,567 | $6.18M | 0.02% | +2,219+3.1% | Added |
| Ci Investments Inc. | 74,022 | $6.14M | 0.02% | −4,535−5.8% | Reduced |
| DMKC Advisory Services, LLC | 73,387 | $6.08M | 3.09% | −5,197−6.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 71,300 | $5.91M | 0.03% | −5,369−7.0% | Reduced |
| DekaBank Deutsche Girozentrale | 71,558 | $5.88M | 0.01% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 68,032 | $5.64M | 0.79% | +16,248+31.4% | Added |
| Rafferty Asset Management, LLC | 67,465 | $5.59M | 0.02% | −1,120−1.6% | Reduced |
| Arizona State Retirement System | 66,337 | $5.50M | 0.03% | +631+1.0% | Added |
| Commonwealth Equity Services, LLC | 63,339 | $5.25M | 0.01% | −2,470−3.8% | Reduced |
| State of New Jersey Common Pension Fund D | 63,116 | $5.23M | 0.02% | −6,894−9.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 63,065 | $5.23M | 0.01% | +750+1.2% | Added |
| Envestnet Asset Management Inc | 61,553 | $5.10M | 0.00% | −494−0.8% | Reduced |
| Unison Advisors LLC | 60,645 | $5.03M | 0.46% | +568+0.9% | Added |
| State of Michigan Retirement System | 57,580 | $4.77M | 0.02% | −1,300−2.2% | Reduced |
| Cerity Partners LLC | 55,713 | $4.62M | 0.01% | +17,756+46.8% | Added |
| Wealthfront Advisers LLC | 55,185 | $4.58M | 0.01% | −9,414−14.6% | Reduced |
| Alerus Financial NA | 53,265 | $4.42M | 0.22% | +3,608+7.3% | Added |
| Robeco Institutional Asset Management B.V. | 52,940 | $4.39M | 0.01% | +104+0.2% | Added |
| Creative Planning | 52,546 | $4.36M | 0.00% | +411+0.8% | Added |
| Czech National Bank | 51,487 | $4.27M | 0.03% | +1,071+2.1% | Added |
| MetLife Investment Management | 50,618 | $4.20M | 0.02% | −2,197−4.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 50,605 | $4.20M | 0.02% | +200.0% | Added |
| Advisor Group Holdings, Inc. | 50,030 | $4.08M | 0.01% | −7,040−12.3% | Reduced |
| IFM Investors Pty Ltd | 49,024 | $4.05M | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,680 | $4.04M | 0.02% | −1,905−3.8% | Reduced |
| Natixis Advisors, L.P. | 48,667 | $4.04M | 0.01% | −14,814−23.3% | Reduced |
| Entropy Technologies, LP | 48,433 | $4.02M | 0.30% | +19,773+69.0% | Added |
| Kinneret Advisory, LLC | 48,424 | $4.01M | 0.34% | −217−0.4% | Reduced |
| Nordea Investment Management AB | 48,902 | $3.98M | 0.00% | +30,118+160.3% | Added |
| ProShare Advisors LLC | 46,489 | $3.85M | 0.01% | −4,418−8.7% | Reduced |
| Voya Investment Management LLC | 45,931 | $3.81M | 0.00% | −14,307−23.8% | Reduced |
| Ensign Peak Advisors, Inc | 45,507 | $3.77M | 0.01% | −21,215−31.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 45,483 | $3.77M | 0.02% | −6,481−12.5% | Reduced |
| Voleon Capital Management LP | 45,424 | $3.77M | 0.09% | −39,043−46.2% | Reduced |
| Groupe la Francaise | 45,322 | $3.76M | 0.05% | +148+0.3% | Added |
| Dark Forest Capital Management LP | 44,867 | $3.72M | 0.14% | +19,967+80.2% | Added |
| Public Sector Pension Investment Board | 43,722 | $3.62M | 0.01% | +1,263+3.0% | Added |
| Retirement Systems of Alabama | 43,243 | $3.59M | 0.01% | −1,015−2.3% | Reduced |
| Quantbot Technologies LP | 43,130 | $3.58M | 0.10% | +7,380+20.6% | Added |
| Dorsey & Whitney Trust CO LLC | 42,565 | $3.53M | 0.19% | −11,655−21.5% | Reduced |
| Landscape Capital Management, L.L.C. | 42,108 | $3.49M | 0.22% | +42,108 | New |
| Comerica Bank | 41,448 | $3.44M | 0.01% | −5,429−11.6% | Reduced |
| Foster & Motley Inc | 40,923 | $3.39M | 0.18% | +5,982+17.1% | Added |
| Captrust Financial Advisors | 40,802 | $3.38M | 0.01% | +7,148+21.2% | Added |
| DnB Asset Management AS | 40,098 | $3.32M | 0.01% | +1,290+3.3% | Added |
| Amalgamated Bank | 39,422 | $3.27M | 0.02% | −1,193−2.9% | Reduced |
| Mackenzie Financial Corp | 39,109 | $3.24M | 0.00% | +1,125+3.0% | Added |
| Pathstone Holdings, LLC | 38,503 | $3.19M | 0.01% | +2,175+6.0% | Added |
| CI Private Wealth, LLC | 37,192 | $3.08M | 0.00% | +107+0.3% | Added |
| Advisors Asset Management, Inc. | 37,135 | $3.08M | 0.05% | −641−1.7% | Reduced |
| Utah Retirement Systems | 36,649 | $3.04M | 0.03% | −503−1.4% | Reduced |
| Baird Financial Group, Inc. | 36,579 | $3.03M | 0.00% | +202+0.6% | Added |
| Brevan Howard Capital Management LP | 36,482 | $3.02M | 0.04% | −26,693−42.3% | Reduced |
| Elo Mutual Pension Insurance Co | 36,416 | $3.02M | 0.05% | +11,902+48.6% | Added |
| Avantax Planning Partners, Inc. | 35,998 | $2.98M | 0.09% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 35,769 | $2.97M | 0.00% | −43,179−54.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 35,764 | $2.97M | 0.02% | +1,355+3.9% | Added |
| JustInvest LLC | 35,645 | $2.96M | 0.03% | +5,737+19.2% | Added |
| CIBC Asset Management Inc | 35,312 | $2.93M | 0.01% | +22+0.1% | Added |
| Freestone Capital Holdings, LLC | 34,876 | $2.89M | 0.09% | +618+1.8% | Added |
| Financial Advisory Service, Inc. | 34,504 | $2.86M | 0.19% | +1,629+5.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,215 | $2.86M | 0.00% | +5,281+18.3% | Added |
| Daiwa Securities Group Inc. | 33,652 | $2.79M | 0.01% | +1,225+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 33,509 | $2.78M | 0.01% | +4,670+16.2% | Added |