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 |
|---|---|---|---|---|---|
| Donoghue Forlines LLC | 16,472 | $1.45M | 0.45% | −2,097−11.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.45M | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 16,570 | $1.46M | 0.20% | +16,570 | New |
| OpenArc Corporate Advisory, LLC | 16,653 | $1.47M | 0.02% | +16,653 | New |
| Cresset Asset Management, LLC | 16,708 | $1.47M | 0.01% | +6,161+58.4% | Added |
| RSM US Wealth Management LLC | 16,630 | $1.48M | 0.02% | +512+3.2% | Added |
| Osmosis Investment Management UK Ltd | 16,901 | $1.49M | 0.04% | +16,901 | New |
| Voleon Capital Management LP | 16,936 | $1.49M | 0.03% | −28,488−62.7% | Reduced |
| Crossmark Global Holdings, Inc. | 17,200 | $1.52M | 0.02% | +486+2.9% | Added |
| Principal Securities, Inc. | 17,346 | $1.53M | 0.02% | +220+1.3% | Added |
| Public Employees Retirement Association of Colorado | 17,611 | $1.55M | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 18,096 | $1.60M | 0.00% | −4,746−20.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,139 | $1.60M | 0.04% | +18,139 | New |
| ASR Vermogensbeheer N.V. | 18,237 | $1.61M | 0.02% | −80−0.4% | Reduced |
| Capital Fund Management S.A. | 18,292 | $1.61M | 0.02% | −2,062−10.1% | Reduced |
| Commerce Bank | 18,515 | $1.63M | 0.01% | −1,668−8.3% | Reduced |
| US Bancorp | 18,600 | $1.64M | 0.00% | −465−2.4% | Reduced |
| Board of the Pension Protection Fund | 18,700 | $1.65M | 1.57% | +14,200+315.6% | Added |
| VCI Wealth Management LLC | 18,711 | $1.65M | 0.46% | +18,711 | New |
| Weaver C. Barksdale & Associates, Inc. | 18,824 | $1.66M | 1.74% | −1,972−9.5% | Reduced |
| Foster Group, Inc. | 19,049 | $1.68M | 0.05% | +47+0.2% | Added |
| Greenwood Capital Associates LLC | 19,367 | $1.71M | 0.19% | +2,870+17.4% | Added |
| V-Square Quantitative Management LLC | 19,498 | $1.72M | 0.18% | −870−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 19,543 | $1.72M | 0.00% | +446+2.3% | Added |
| Sanctuary Advisors, LLC | 19,611 | $1.73M | 0.01% | +1,727+9.7% | Added |
| Lecap Asset Management Ltd | 19,682 | $1.74M | 0.69% | +86+0.4% | Added |
| Groupama Asset Managment | 19,689 | $1.74M | 0.03% | −1,846−8.6% | Reduced |
| State of Alaska, Department of Revenue | 20,029 | $1.77M | 0.02% | −1,775−8.1% | Reduced |
| Handelsbanken Fonder AB | 20,082 | $1.77M | 0.01% | +9,535+90.4% | Added |
| Pacer Advisors, Inc. | 20,119 | $1.77M | 0.00% | +3,802+23.3% | Added |
| Jones Financial Companies LLLP | 20,313 | $1.79M | 0.00% | +1,653+8.9% | Added |
| Heritage Trust Co | 20,333 | $1.79M | 0.18% | +3,826+23.2% | Added |
| Thrivent Financial for Lutherans | 20,326 | $1.79M | 0.00% | −243−1.2% | Reduced |
| Janney Montgomery Scott LLC | 20,516 | $1.81M | 0.00% | −435−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 20,658 | $1.82M | 0.00% | −207,964−91.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,900 | $1.84M | 0.00% | +1,471+7.6% | Added |
| Ostrum Asset Management | 21,143 | $1.87M | 0.09% | −4,298−16.9% | Reduced |
| Generali Asset Management SPA SGR | 21,156 | $1.87M | 0.04% | +7,695+57.2% | Added |
| Mutual of America Capital Management LLC | 21,468 | $1.89M | 0.02% | −506−2.3% | Reduced |
| GoalVest Advisory LLC | 21,508 | $1.90M | 0.36% | −2,739−11.3% | Reduced |
| Schroder Investment Management Group | 21,614 | $1.91M | 0.00% | +6,381+41.9% | Added |
| BBR Partners, LLC | 22,001 | $1.94M | 0.10% | −25−0.1% | Reduced |
| Jefferies Financial Group Inc. | 22,131 | $1.95M | 0.02% | +13,131+145.9% | Added |
| MAI Capital Management | 22,543 | $1.99M | 0.01% | +331+1.5% | Added |
| Oregon Public Employees Retirement Fund | 22,837 | $2.01M | 0.03% | −300−1.3% | Reduced |
| Siemens Fonds Invest GmbH | 22,676 | $2.02M | 0.11% | −8,054−26.2% | Reduced |
| ISAM Funds (UK) Ltd | 23,233 | $2.05M | 0.74% | −3,882−14.3% | Reduced |
| National Pension Service | 23,684 | $2.09M | 0.00% | −364,362−93.9% | Reduced |
| Yousif Capital Management, LLC | 23,880 | $2.11M | 0.02% | −2,050−7.9% | Reduced |
| Simon Quick Advisors, LLC | 24,459 | $2.16M | 0.09% | −14−0.1% | Reduced |
| Hohimer Wealth Management, LLC | 24,694 | $2.18M | 0.29% | −347−1.4% | Reduced |
| Engineers Gate Manager LP | 24,890 | $2.20M | 0.03% | −69,368−73.6% | Reduced |
| Dakota Wealth Management | 24,890 | $2.20M | 0.04% | −2,196−8.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,151 | $2.22M | 0.02% | +200+0.8% | Added |
| Columbus Macro, LLC | 25,178 | $2.22M | 0.24% | −767−3.0% | Reduced |
| OP Asset Management Ltd | 25,346 | $2.24M | 0.03% | −691−2.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | $2.26M | 0.02% | +674+2.7% | Added |
| Kepler Cheuvreux (Suisse) SA | 25,678 | $2.27M | 0.13% | −7,063−21.6% | Reduced |
| Janus Henderson Group PLC | 26,947 | $2.38M | 0.00% | +392+1.5% | Added |
| Claro Advisors LLC | 26,978 | $2.38M | 0.32% | +26,978 | New |
| UniSuper Management Pty Ltd | 27,346 | $2.41M | 0.01% | −4,654−14.5% | Reduced |
| Algert Global LLC | 27,350 | $2.41M | 0.04% | +27,350 | New |
| Rakuten Investment Management, Inc. | 27,268 | $2.43M | 0.01% | −196,182−87.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,625 | $2.44M | 0.01% | +17,120+163.0% | Added |
| Schonfeld Strategic Advisors LLC | 28,235 | $2.49M | 0.01% | −115,019−80.3% | Reduced |
| Vident Advisory, LLC | 28,316 | $2.50M | 0.02% | +606+2.2% | Added |
| CIBC World Markets Corp | 28,604 | $2.52M | 0.01% | +28,604 | New |
| Nissay Asset Management Corp | 28,799 | $2.54M | 0.01% | +483+1.7% | Added |
| New York Life Investment Management LLC | 29,303 | $2.58M | 0.02% | −538−1.8% | Reduced |
| Elo Mutual Pension Insurance Co | 29,376 | $2.59M | 0.04% | −7,040−19.3% | Reduced |
| Private Advisor Group, LLC | 29,379 | $2.59M | 0.01% | +3,629+14.1% | Added |
| Ensign Peak Advisors, Inc | 29,526 | $2.60M | 0.00% | −15,981−35.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 29,660 | $2.62M | 0.01% | −3,849−11.5% | Reduced |
| Mercer Global Advisors Inc | 29,972 | $2.64M | 0.00% | +13,283+79.6% | Added |
| Quest Partners LLC | 30,437 | $2.68M | 0.15% | +20,709+212.9% | Added |
| USS Investment Management Ltd | 30,446 | $2.69M | 0.01% | +503+1.7% | Added |
| Tredje AP-fonden | 31,508 | $2.78M | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 32,055 | $2.83M | 0.02% | +4,944+18.2% | Added |
| Centric Wealth Management | 29,907 | $2.87M | 0.61% | +69+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,911 | $2.91M | 0.03% | +21,925+199.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 33,121 | $2.92M | 0.01% | +24,875+301.7% | Added |
| Ethic Inc. | 34,038 | $3.00M | 0.05% | +3,448+11.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 34,140 | $3.01M | 0.03% | −1,624−4.5% | Reduced |
| Daiwa Securities Group Inc. | 34,156 | $3.01M | 0.01% | +504+1.5% | Added |
| Foster & Motley Inc | 34,980 | $3.09M | 0.16% | −5,943−14.5% | Reduced |
| Avantax Planning Partners, Inc. | 35,389 | $3.12M | 0.09% | −609−1.7% | Reduced |
| Freestone Capital Holdings, LLC | 36,281 | $3.20M | 0.09% | +1,405+4.0% | Added |
| Utah Retirement Systems | 36,454 | $3.22M | 0.03% | −195−0.5% | Reduced |
| Baird Financial Group, Inc. | 36,622 | $3.23M | 0.01% | +43+0.1% | Added |
| Financial Advisory Service, Inc. | 36,910 | $3.26M | 0.21% | +2,406+7.0% | Added |
| Oddo BHF Asset Management SAS | 37,257 | $3.29M | 0.12% | +8,824+31.0% | Added |
| Dorsey & Whitney Trust CO LLC | 37,816 | $3.34M | 0.18% | −4,749−11.2% | Reduced |
| JustInvest LLC | 37,995 | $3.35M | 0.03% | +2,350+6.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 38,717 | $3.42M | 0.01% | +5,758+17.5% | Added |
| Advisors Asset Management, Inc. | 38,837 | $3.43M | 0.06% | +1,702+4.6% | Added |
| ExodusPoint Capital Management, LP | 39,146 | $3.45M | 0.04% | +35,728+1,045.3% | Added |
| Amalgamated Bank | 39,181 | $3.46M | 0.02% | −241−0.6% | Reduced |
| CI Private Wealth, LLC | 39,319 | $3.47M | 0.00% | +2,127+5.7% | Added |
| British Columbia Investment Management Corp | 39,464 | $3.48M | 0.02% | +7,240+22.5% | Added |
| Pathstone Holdings, LLC | 39,568 | $3.49M | 0.01% | +1,065+2.8% | Added |