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 |
|---|---|---|---|---|---|
| Mariner, LLC | 33,040 | $2.74M | 0.00% | +3,736+12.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,959 | $2.73M | 0.01% | +5,112+18.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 32,741 | $2.71M | 0.15% | +32,741 | New |
| Wedge Capital Management L L P | 32,335 | $2.68M | 0.05% | +1,847+6.1% | Added |
| British Columbia Investment Management Corp | 32,224 | $2.67M | 0.02% | −3,181−9.0% | Reduced |
| UniSuper Management Pty Ltd | 32,000 | $2.65M | 0.02% | +1,984+6.6% | Added |
| KBC Group NV | 31,904 | $2.65M | 0.01% | +139+0.4% | Added |
| Tredje AP-fonden | 31,508 | $2.61M | 0.02% | +11,710+59.1% | Added |
| Siemens Fonds Invest GmbH | 30,730 | $2.55M | 0.14% | +5,650+22.5% | Added |
| Ethic Inc. | 30,590 | $2.54M | 0.04% | −3,991−11.5% | Reduced |
| Centric Wealth Management | 29,838 | $2.51M | 0.56% | +757+2.6% | Added |
| HRT Financial LP | 30,213 | $2.50M | 0.01% | +30,213 | New |
| USS Investment Management Ltd | 29,943 | $2.48M | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 29,841 | $2.47M | 0.02% | −1,366−4.4% | Reduced |
| CIBC Bancorp USA Inc. | 28,738 | $2.38M | 0.01% | +28,738 | New |
| Oddo BHF Asset Management SAS | 28,433 | $2.36M | 0.09% | +28,433 | New |
| Nissay Asset Management Corp | 28,316 | $2.35M | 0.01% | −92−0.3% | Reduced |
| Vident Advisory, LLC | 27,710 | $2.30M | 0.02% | +512+1.9% | Added |
| Graham Capital Management, L.P. | 27,573 | $2.29M | 0.08% | −10,101−26.8% | Reduced |
| ISAM Funds (UK) Ltd | 27,115 | $2.25M | 0.46% | +27,115 | New |
| NEOS Investment Management LLC | 27,111 | $2.25M | 0.02% | +9,997+58.4% | Added |
| Dakota Wealth Management | 27,086 | $2.25M | 0.05% | −1,414−5.0% | Reduced |
| SEI Investments Co | 26,719 | $2.22M | 0.00% | −1,314−4.7% | Reduced |
| Janus Henderson Group PLC | 26,555 | $2.20M | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 26,094 | $2.16M | 0.00% | −101,766−79.6% | Reduced |
| OP Asset Management Ltd | 26,037 | $2.16M | 0.03% | +1,485+6.0% | Added |
| Columbus Macro, LLC | 25,945 | $2.15M | 0.24% | +295+1.2% | Added |
| Yousif Capital Management, LLC | 25,930 | $2.15M | 0.02% | −2,311−8.2% | Reduced |
| Private Advisor Group, LLC | 25,750 | $2.13M | 0.01% | −58−0.2% | Reduced |
| Ostrum Asset Management | 25,441 | $2.11M | 0.09% | −187−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 25,041 | $2.08M | 0.29% | +30.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,951 | $2.07M | 0.02% | −38,700−60.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,944 | $2.07M | 0.02% | −93−0.4% | Reduced |
| Simon Quick Advisors, LLC | 24,473 | $2.03M | 0.09% | −1,217−4.7% | Reduced |
| Aquatic Capital Management LLC | 24,292 | $2.01M | 0.04% | +5,199+27.2% | Added |
| GoalVest Advisory LLC | 24,247 | $2.01M | 0.43% | +1,941+8.7% | Added |
| Oregon Public Employees Retirement Fund | 23,137 | $1.92M | 0.02% | +5,324+29.9% | Added |
| Federated Hermes, Inc. | 22,842 | $1.89M | 0.00% | +75+0.3% | Added |
| XTX Topco Ltd | 22,815 | $1.89M | 0.10% | +22,815 | New |
| CWM, LLC | 22,715 | $1.88M | 0.01% | +7,534+49.6% | Added |
| MAI Capital Management | 22,212 | $1.84M | 0.01% | +1,609+7.8% | Added |
| BBR Partners, LLC | 22,026 | $1.83M | 0.11% | +25+0.1% | Added |
| Mutual of America Capital Management LLC | 21,974 | $1.82M | 0.02% | −1,681−7.1% | Reduced |
| State of Alaska, Department of Revenue | 21,804 | $1.81M | 0.02% | −1,375−5.9% | Reduced |
| Groupama Asset Managment | 21,535 | $1.79M | 0.03% | +21,535 | New |
| Janney Montgomery Scott LLC | 20,951 | $1.74M | 0.00% | +1,227+6.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 20,796 | $1.72M | 1.66% | −1,355−6.1% | Reduced |
| Thrivent Financial for Lutherans | 20,569 | $1.71M | 0.00% | −11,034−34.9% | Reduced |
| V-Square Quantitative Management LLC | 20,368 | $1.69M | 0.28% | +1,565+8.3% | Added |
| Capital Fund Management S.A. | 20,354 | $1.69M | 0.02% | +1,643+8.8% | Added |
| Commerce Bank | 20,183 | $1.67M | 0.01% | −599−2.9% | Reduced |
| Lecap Asset Management Ltd | 19,596 | $1.62M | 0.56% | +5,801+42.1% | Added |
| Northwestern Mutual Wealth Management Co | 19,429 | $1.61M | 0.00% | +365+1.9% | Added |
| Rockefeller Capital Management L.P. | 19,097 | $1.58M | 0.00% | −4,940−20.6% | Reduced |
| US Bancorp | 19,065 | $1.58M | 0.00% | −2,246−10.5% | Reduced |
| Foster Group, Inc. | 19,002 | $1.58M | 0.05% | +30.0% | Added |
| Jones Financial Companies LLLP | 18,660 | $1.54M | 0.00% | +799+4.5% | Added |
| Donoghue Forlines LLC | 18,569 | $1.54M | 0.47% | −685−3.6% | Reduced |
| Kerusso Capital Management LLC | 18,535 | $1.54M | 0.94% | −1,112−5.7% | Reduced |
| Omers Administration Corp | 18,418 | $1.53M | 0.01% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 18,317 | $1.52M | 0.02% | +108+0.6% | Added |
| Sanctuary Advisors, LLC | 17,884 | $1.48M | 0.01% | +829+4.9% | Added |
| Public Employees Retirement Association of Colorado | 17,611 | $1.46M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,413 | $1.44M | 0.00% | +401+2.4% | Added |
| Principal Securities, Inc. | 17,126 | $1.42M | 0.02% | +5,119+42.6% | Added |
| Intech Investment Management LLC | 16,998 | $1.41M | 0.01% | −2,014−10.6% | Reduced |
| Neo Ivy Capital Management | 16,914 | $1.40M | 0.34% | +16,914 | New |
| Candriam Luxembourg S.C.A. | 16,781 | $1.39M | 0.01% | −2,247−11.8% | Reduced |
| Crossmark Global Holdings, Inc. | 16,714 | $1.39M | 0.02% | +3,153+23.3% | Added |
| Mercer Global Advisors Inc | 16,689 | $1.38M | 0.00% | +288+1.8% | Added |
| Heritage Trust Co | 16,507 | $1.37M | 0.15% | +16,507 | New |
| Greenwood Capital Associates LLC | 16,497 | $1.37M | 0.16% | −451−2.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.37M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 16,317 | $1.35M | 0.00% | −699−4.1% | Reduced |
| RSM US Wealth Management LLC | 16,118 | $1.34M | 0.02% | −1,481−8.4% | Reduced |
| Vinva Investment Management Ltd | 15,893 | $1.31M | 0.03% | +1,359+9.4% | Added |
| Midland Wealth Advisors LLC | 15,674 | $1.30M | 0.07% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 15,520 | $1.29M | 0.64% | −260−1.6% | Reduced |
| Commonwealth Retirement Investments LLC | 15,430 | $1.28M | 0.44% | +1,415+10.1% | Added |
| Toroso Investments, LLC | 15,234 | $1.26M | 0.01% | −558−3.5% | Reduced |
| Schroder Investment Management Group | 15,233 | $1.26M | 0.00% | 00.0% | Unchanged |
| Hartford Investment Management Co | 14,839 | $1.23M | 0.04% | −467−3.1% | Reduced |
| Caxton Associates LLP | 14,635 | $1.21M | 0.03% | −946−6.1% | Reduced |
| Avanza Fonder AB | 14,358 | $1.19M | 0.03% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 14,765 | $1.19M | 0.02% | +504+3.5% | Added |
| Procyon Private Wealth Partners, LLC | 14,171 | $1.17M | 0.07% | +629+4.6% | Added |
| Montag A & Associates Inc | 14,065 | $1.17M | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 13,943 | $1.16M | 0.03% | −596−4.1% | Reduced |
| Stifel Financial Corp | 13,927 | $1.15M | 0.00% | −2,389−14.6% | Reduced |
| Summit Trail Advisors, LLC | 13,845 | $1.15M | 0.02% | +10,998+386.3% | Added |
| Modern Wealth Management, LLC | 13,821 | $1.15M | 0.02% | +2,721+24.5% | Added |
| Kestra Private Wealth Services, LLC | 13,800 | $1.14M | 0.01% | +137+1.0% | Added |
| Sterling Capital Management LLC | 13,731 | $1.14M | 0.02% | −1,052−7.1% | Reduced |
| D.A. Davidson & Co. | 13,716 | $1.14M | 0.01% | +478+3.6% | Added |
| CBOE Vest Financial, LLC | 13,688 | $1.13M | 0.01% | +2,029+17.4% | Added |
| Neuberger Berman Group LLC | 13,470 | $1.12M | 0.00% | −9,023−40.1% | Reduced |
| Generali Asset Management SPA SGR | 13,461 | $1.12M | 0.02% | −2,074−13.4% | Reduced |
| Impax Asset Management Group plc | 13,450 | $1.12M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,357 | $1.11M | 0.01% | +6,387+91.6% | Added |
| PSI Advisors, LLC | 13,190 | $1.09M | 0.28% | 00.0% | Unchanged |