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, Q4 2025
Institutional positions in Principal Financial Group Inc as of Dec 31, 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
- 892
- +74 vs. Q3 2025
- Shares held
- 160.8M
- +935.8K (+0.6%) vs. Q3 2025
- Total value
- $14.2B
- +$918.6M (+6.9%) vs. Q3 2025
- New holders
- 136
- 335 more added
- Sold out
- 62
- 257 more reduced
11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,969,104 | $2.38B | 0.03% | −162,252−0.6% | Reduced |
| BlackRock, Inc. | 20,414,121 | $1.80B | 0.03% | +387,417+1.9% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.60B | 27.53% | 00.0% | Unchanged |
| State Street Corp | 10,509,360 | $927.0M | 0.03% | −50,696−0.5% | Reduced |
| Bank of America Corp | 8,399,133 | $740.9M | 0.05% | −27,631−0.3% | Reduced |
| Geode Capital Management, LLC | 5,575,729 | $489.9M | 0.03% | −41,714−0.7% | Reduced |
| Dimensional Fund Advisors LP | 3,767,182 | $332.3M | 0.07% | +8200.0% | Added |
| Northern Trust Corp | 3,427,612 | $302.3M | 0.04% | −41,152−1.2% | Reduced |
| Invesco Ltd. | 3,284,734 | $289.7M | 0.03% | −92,063−2.7% | Reduced |
| Norges Bank | 3,098,015 | $273.3M | 0.03% | +3,098,015 | New |
| Morgan Stanley | 3,079,857 | $271.7M | 0.02% | +55,669+1.8% | Added |
| Goldman Sachs Group Inc | 2,499,181 | $220.5M | 0.03% | +136,046+5.8% | Added |
| AQR Capital Management LLC | 2,348,233 | $207.1M | 0.11% | +1,244,668+112.8% | Added |
| UBS Asset Management Americas Inc | 1,976,898 | $174.4M | 0.04% | +177,749+9.9% | Added |
| Legal & General Group Plc | 1,639,302 | $144.6M | 0.03% | +23,686+1.5% | Added |
| Charles Schwab Investment Management Inc | 1,444,682 | $127.4M | 0.02% | +2770.0% | Added |
| Amundi | 1,236,385 | $109.1M | 0.03% | −306,540−19.9% | Reduced |
| Bank of New York Mellon Corp | 1,213,883 | $107.1M | 0.02% | −20,746−1.7% | Reduced |
| Deutsche Bank AG | 1,154,605 | $101.8M | 0.03% | +100,155+9.5% | Added |
| JPMorgan Chase & Co | 1,067,815 | $94.2M | 0.01% | +90,190+9.2% | Added |
| UBS Group AG | 959,342 | $84.6M | 0.02% | −1,064,538−52.6% | Reduced |
| AustralianSuper Pty Ltd | 896,710 | $79.1M | 0.37% | +78,751+9.6% | Added |
| HSBC Holdings PLC | 812,064 | $71.7M | 0.04% | +14,356+1.8% | Added |
| Royal Bank of Canada | 768,682 | $67.8M | 0.01% | −907,118−54.1% | Reduced |
| Marshall Wace, LLP | 732,606 | $64.6M | 0.06% | +305,592+71.6% | Added |
| First Trust Advisors LP | 688,028 | $60.7M | 0.04% | +107,981+18.6% | Added |
| Arrowstreet Capital, Limited Partnership | 623,684 | $55.0M | 0.03% | +251,251+67.5% | Added |
| Swiss National Bank | 610,900 | $53.9M | 0.03% | −35,400−5.5% | Reduced |
| FMR LLC | 610,521 | $53.9M | 0.00% | +589+0.1% | Added |
| Weiss Asset Management LP | 608,926 | $53.7M | 0.76% | +521,626+597.5% | Added |
| Citadel Advisors LLC | 596,575 | $52.6M | 0.04% | +432,363+263.3% | Added |
| Victory Capital Management Inc | 591,838 | $52.2M | 0.03% | −3,314,910−84.9% | Reduced |
| Barclays PLC | 584,244 | $51.5M | 0.02% | −85,612−12.8% | Reduced |
| BNP Paribas Arbitrage, SA | 577,889 | $51.0M | 0.03% | −226,252−28.1% | Reduced |
| Nuveen, LLC | 548,524 | $48.4M | 0.01% | −11,605−2.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 523,859 | $46.2M | 0.03% | −100,609−16.1% | Reduced |
| LPL Financial LLC | 521,319 | $46.0M | 0.01% | +402,535+338.9% | Added |
| Massachusetts Financial Services Co | 520,463 | $45.9M | 0.01% | −40,851−7.3% | Reduced |
| Bridgewater Associates, LP | 475,487 | $41.9M | 0.15% | −16,046−3.3% | Reduced |
| Teacher Retirement System of Texas | 468,336 | $41.3M | 0.14% | +252,493+117.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 455,175 | $40.7M | 0.03% | +21,768+5.0% | Added |
| Qube Research & Technologies Ltd | 459,205 | $40.5M | 0.06% | −229,333−33.3% | Reduced |
| Rhumbline Advisers | 451,478 | $39.8M | 0.03% | −41,326−8.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 437,217 | $38.6M | 0.04% | +246,956+129.8% | Added |
| American Century Companies Inc | 429,991 | $37.9M | 0.02% | +120,223+38.8% | Added |
| California Public Employees Retirement System | 412,402 | $36.4M | 0.02% | −12,981−3.1% | Reduced |
| Wedge Capital Management L L P | 411,887 | $36.3M | 0.65% | +379,552+1,173.8% | Added |
| California State Teachers Retirement System | 405,497 | $35.8M | 0.04% | +10,872+2.8% | Added |
| Virginia Retirement Systems Et Al | 397,100 | $35.0M | 0.21% | +174,100+78.1% | Added |
| KBC Group NV | 397,070 | $35.0M | 0.08% | +365,166+1,144.6% | Added |
| Fort Washington Investment Advisors Inc | 393,629 | $34.7M | 0.18% | +81,464+26.1% | Added |
| North Star Asset Management Inc | 388,746 | $34.3M | 1.38% | −6,375−1.6% | Reduced |
| Trust Point Inc. | 369,443 | $32.6M | 2.57% | −1810.0% | Reduced |
| Conning Inc. | 368,763 | $32.5M | 1.09% | −41,101−10.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 368,119 | $32.5M | 0.10% | +368,119 | New |
| Raymond James Financial Inc | 321,565 | $28.4M | 0.01% | +128,703+66.7% | Added |
| Price T Rowe Associates Inc | 300,121 | $26.5M | 0.00% | +5,192+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 280,919 | $24.8M | 0.05% | +26,021+10.2% | Added |
| Interval Partners, LP | 280,590 | $24.8M | 0.58% | +140,168+99.8% | Added |
| Two Sigma Investments, LP | 262,337 | $23.1M | 0.03% | −156,792−37.4% | Reduced |
| Wells Fargo & Company | 259,347 | $22.9M | 0.00% | +41,083+18.8% | Added |
| Sound Income Strategies, LLC | 244,092 | $21.6M | 1.02% | −1,976−0.8% | Reduced |
| SG Americas Securities, LLC | 244,711 | $21.6M | 0.03% | +236,494+2,878.1% | Added |
| Citigroup Inc | 239,433 | $21.1M | 0.01% | +35,859+17.6% | Added |
| Alliancebernstein L.P. | 236,836 | $20.9M | 0.01% | +2,332+1.0% | Added |
| Korea Investment CORP | 235,766 | $20.8M | 0.04% | +47,000+24.9% | Added |
| O'Shaughnessy Asset Management, LLC | 231,285 | $20.4M | 0.11% | +31,728+15.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 229,903 | $20.3M | 0.03% | +116,878+103.4% | Added |
| Acadian Asset Management LLC | 225,123 | $19.9M | 0.03% | +133,050+144.5% | Added |
| GW Henssler & Associates Ltd | 223,539 | $19.7M | 0.95% | +4,607+2.1% | Added |
| Ameriprise Financial Inc | 218,990 | $19.3M | 0.00% | −13,753−5.9% | Reduced |
| State of Wisconsin Investment Board | 217,211 | $19.2M | 0.04% | +11,867+5.8% | Added |
| Principal Financial Group Inc | 215,144 | $19.0M | 0.01% | +4,349+2.1% | Added |
| Mairs & Power Inc | 211,818 | $18.7M | 0.18% | −42,600−16.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 207,809 | $18.4M | 0.03% | +68,524+49.2% | Added |
| Swedbank AB | 206,073 | $18.2M | 0.02% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 204,500 | $18.0M | 0.03% | +204,500 | New |
| Great West Life Assurance Co | 203,653 | $18.0M | 0.03% | −31,566−13.4% | Reduced |
| State Board of Administration of Florida Retirement System | 202,996 | $17.9M | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 193,232 | $17.0M | 0.03% | +8,167+4.4% | Added |
| Bank of Montreal | 191,598 | $16.9M | 0.01% | −6,050−3.1% | Reduced |
| Cerity Partners LLC | 180,494 | $15.9M | 0.02% | +124,781+224.0% | Added |
| New York State Teachers Retirement System | 179,303 | $15.8M | 0.03% | +19,447+12.2% | Added |
| AE Wealth Management LLC | 178,641 | $15.8M | 0.09% | +7,946+4.7% | Added |
| Jane Street Group, LLC | 170,761 | $15.1M | 0.02% | +159,346+1,395.9% | Added |
| Canada Pension Plan Investment Board | 168,710 | $14.9M | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 168,206 | $14.8M | 2.43% | −4,530−2.6% | Reduced |
| Storebrand Asset Management AS | 167,015 | $14.7M | 0.04% | −7,144−4.1% | Reduced |
| Quantinno Capital Management LP | 166,387 | $14.7M | 0.03% | +38,430+30.0% | Added |
| Russell Investments Group, Ltd. | 163,759 | $14.5M | 0.02% | +2,742+1.7% | Added |
| Colony Group, LLC | 161,965 | $14.3M | 0.02% | −24,512−13.1% | Reduced |
| Standard Life Aberdeen plc | 161,708 | $14.3M | 0.02% | −8,393−4.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 158,121 | $13.9M | 0.03% | +63,531+67.2% | Added |
| Forsta Ap-Fonden | 157,900 | $13.9M | 0.08% | −600−0.4% | Reduced |
| Man Group plc | 144,831 | $12.8M | 0.02% | −492,527−77.3% | Reduced |
| Franklin Resources Inc | 144,828 | $12.8M | 0.00% | +32,225+28.6% | Added |
| Public Sector Pension Investment Board | 144,076 | $12.7M | 0.04% | +100,354+229.5% | Added |
| Pictet Asset Management Holding SA | 143,954 | $12.7M | 0.01% | −51,027−26.2% | Reduced |
| Allianz Asset Management GmbH | 138,344 | $12.2M | 0.01% | +102,575+286.8% | Added |
| Azimuth Capital Investment Management LLC | 137,953 | $12.2M | 0.44% | +3,548+2.6% | Added |