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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 39,665 | $3.50M | 0.23% | −2,443−5.8% | Reduced |
| SEI Investments Co | 41,312 | $3.64M | 0.00% | +14,593+54.6% | Added |
| Retirement Systems of Alabama | 42,531 | $3.75M | 0.01% | −712−1.6% | Reduced |
| ProShare Advisors LLC | 42,726 | $3.77M | 0.01% | −3,763−8.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 43,179 | $3.81M | 0.16% | +43,179 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 43,291 | $3.83M | 0.01% | −19,774−31.4% | Reduced |
| Voya Investment Management LLC | 43,466 | $3.83M | 0.00% | −2,465−5.4% | Reduced |
| CWM, LLC | 43,486 | $3.84M | 0.01% | +20,771+91.4% | Added |
| DnB Asset Management AS | 44,073 | $3.89M | 0.01% | +3,975+9.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 44,875 | $3.96M | 0.02% | −608−1.3% | Reduced |
| Econ Financial Services Corp | 44,914 | $3.96M | 1.99% | +44,914 | New |
| Groupe la Francaise | 45,279 | $3.99M | 0.06% | −43−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 45,320 | $4.00M | 0.01% | −4,710−9.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,503 | $4.10M | 0.02% | −2,177−4.5% | Reduced |
| Kinneret Advisory, LLC | 47,134 | $4.16M | 0.35% | −1,290−2.7% | Reduced |
| HRT Financial LP | 48,019 | $4.24M | 0.01% | +17,806+58.9% | Added |
| MetLife Investment Management | 48,212 | $4.25M | 0.02% | −2,406−4.8% | Reduced |
| IFM Investors Pty Ltd | 48,974 | $4.32M | 0.04% | −50−0.1% | Reduced |
| Two Sigma Advisers, LP | 49,700 | $4.38M | 0.01% | −269,400−84.4% | Reduced |
| Ieq Capital, LLC | 50,459 | $4.45M | 0.01% | +50,459 | New |
| Kerusso Capital Management LLC | 50,822 | $4.48M | 2.07% | +32,287+174.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 50,973 | $4.50M | 0.02% | +368+0.7% | Added |
| MUFG Securities EMEA plc | 51,196 | $4.52M | 0.05% | +47,316+1,219.5% | Added |
| Natixis Advisors, L.P. | 51,491 | $4.54M | 0.01% | +2,824+5.8% | Added |
| Captrust Financial Advisors | 51,996 | $4.59M | 0.01% | +11,194+27.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 50,386 | $4.63M | 0.01% | +16,171+47.3% | Added |
| Czech National Bank | 52,717 | $4.65M | 0.03% | +1,230+2.4% | Added |
| CIBC Asset Management Inc | 53,126 | $4.69M | 0.01% | +17,814+50.4% | Added |
| Natixis | 54,018 | $4.76M | 0.02% | +45,420+528.3% | Added |
| Ossiam | 55,297 | $4.88M | 0.10% | +50,117+967.5% | Added |
| Adage Capital Partners GP, L.L.C. | 55,500 | $4.90M | 0.01% | +55,500 | New |
| Swiss Life Asset Management Ltd | 56,195 | $4.96M | 0.03% | −538,102−90.5% | Reduced |
| State of Michigan Retirement System | 56,580 | $4.99M | 0.02% | −1,000−1.7% | Reduced |
| Alerus Financial NA | 56,863 | $5.02M | 0.25% | +3,598+6.8% | Added |
| Mackenzie Financial Corp | 56,731 | $5.03M | 0.01% | +17,622+45.1% | Added |
| Nomura Asset Management International Inc. | 57,731 | $5.09M | 0.01% | +57,731 | New |
| SummitTX Capital, L.P. | 60,138 | $5.30M | 0.16% | +47,300+368.4% | Added |
| Nordea Investment Management AB | 59,852 | $5.31M | 0.00% | +10,950+22.4% | Added |
| Rafferty Asset Management, LLC | 60,984 | $5.38M | 0.02% | −6,481−9.6% | Reduced |
| Arizona State Retirement System | 61,035 | $5.38M | 0.03% | −5,302−8.0% | Reduced |
| Unison Advisors LLC | 61,243 | $5.40M | 0.47% | +598+1.0% | Added |
| Envestnet Asset Management Inc | 61,414 | $5.42M | 0.00% | −139−0.2% | Reduced |
| Wealthfront Advisers LLC | 63,177 | $5.57M | 0.01% | +7,992+14.5% | Added |
| Commonwealth Equity Services, LLC | 63,600 | $5.61M | 0.01% | +261+0.4% | Added |
| Holocene Advisors, LP | 64,036 | $5.65M | 0.01% | −32,524−33.7% | Reduced |
| State of New Jersey Common Pension Fund D | 64,215 | $5.66M | 0.02% | +1,099+1.7% | Added |
| Dean Investment Associates, LLC | 65,238 | $5.75M | 0.82% | −2,794−4.1% | Reduced |
| Ci Investments Inc. | 66,029 | $5.82M | 0.03% | −7,993−10.8% | Reduced |
| Comerica Bank | 68,027 | $6.00M | 0.02% | +26,579+64.1% | Added |
| National Bank of Canada | 69,685 | $6.15M | 0.01% | −77,122−52.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 69,882 | $6.17M | 0.03% | −1,418−2.0% | Reduced |
| State of Tennessee, Treasury Department | 65,219 | $6.18M | 0.02% | −40,372−38.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 70,591 | $6.23M | 0.01% | +17,651+33.3% | Added |
| DekaBank Deutsche Girozentrale | 71,558 | $6.30M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 72,487 | $6.39M | 0.00% | +19,941+37.9% | Added |
| DMKC Advisory Services, LLC | 72,835 | $6.42M | 2.82% | −552−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 73,978 | $6.53M | 0.02% | −589−0.8% | Reduced |
| Bank of Nova Scotia | 74,898 | $6.61M | 0.01% | +48,804+187.0% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 76,204 | $6.77M | 0.16% | +74,464+4,279.5% | Added |
| Mariner, LLC | 77,617 | $6.85M | 0.01% | +44,577+134.9% | Added |
| Macquarie Group Ltd | 82,295 | $7.26M | 0.03% | −1,530−1.8% | Reduced |
| Credit Agricole S A | 82,456 | $7.27M | 0.02% | +6,657+8.8% | Added |
| KLP Kapitalforvaltning AS | 82,645 | $7.29M | 0.03% | +700+0.9% | Added |
| Candriam Luxembourg S.C.A. | 84,039 | $7.41M | 0.04% | +67,258+400.8% | Added |
| Susquehanna International Group, LLP | 84,176 | $7.43M | 0.01% | −4,361−4.9% | Reduced |
| Royal London Asset Management Ltd | 86,084 | $7.59M | 0.02% | −2,363−2.7% | Reduced |
| Nisa Investment Advisors, LLC | 86,166 | $7.60M | 0.03% | +1,895+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 86,523 | $7.63M | 0.02% | +732+0.9% | Added |
| Mn Services Vermogensbeheer B.V. | 86,815 | $7.66M | 0.05% | +535+0.6% | Added |
| Nomura Asset Management Co Ltd | 87,328 | $7.70M | 0.02% | +260+0.3% | Added |
| Treasurer of the State of North Carolina | 91,182 | $8.04M | 0.03% | −8,663−8.7% | Reduced |
| Asset Management One Co.,Ltd. | 93,412 | $8.32M | 0.02% | −2,324−2.4% | Reduced |
| Edentree Asset Management Ltd | 95,200 | $8.40M | 2.57% | −73,400−43.5% | Reduced |
| Cambria Investment Management, L.P. | 96,304 | $8.49M | 0.50% | −15,280−13.7% | Reduced |
| APG Asset Management N.V. | 115,521 | $8.68M | 0.02% | −10,679−8.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 101,359 | $8.94M | 0.02% | −2,097−2.0% | Reduced |
| Illinois Municipal Retirement Fund | 108,712 | $9.59M | 0.12% | +437+0.4% | Added |
| Cetera Investment Advisers | 109,729 | $9.68M | 0.01% | +27,625+33.6% | Added |
| Xponance, Inc. | 113,224 | $9.99M | 0.07% | +4,723+4.4% | Added |
| Manufacturers Life Insurance Company, The | 113,823 | $10.0M | 0.01% | −4,843−4.1% | Reduced |
| Mediolanum International Funds Ltd | 113,452 | $10.1M | 0.10% | −13,916−10.9% | Reduced |
| TD Asset Management Inc | 114,837 | $10.1M | 0.01% | −9,556−7.7% | Reduced |
| Goelzer Investment Management, Inc. | 116,588 | $10.3M | 0.48% | +394+0.3% | Added |
| La Banque Postale Asset Management SA | 117,897 | $10.4M | 0.12% | +117,897 | New |
| Prudential Financial Inc | 118,114 | $10.4M | 0.01% | −9,787−7.7% | Reduced |
| Toronto Dominion Bank | 118,223 | $10.4M | 0.02% | +18,839+19.0% | Added |
| Danske Bank A/S | 120,507 | $10.6M | 0.02% | +13,100+12.2% | Added |
| Millennium Management LLC | 128,297 | $11.3M | 0.01% | −138,840−52.0% | Reduced |
| New York State Common Retirement Fund | 130,685 | $11.5M | 0.02% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 131,942 | $11.6M | 0.08% | −2,438−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 135,067 | $11.9M | 0.01% | −83−0.1% | Reduced |
| AMG National Trust Bank | 135,195 | $11.9M | 0.28% | +30,051+28.6% | Added |
| Azimuth Capital Investment Management LLC | 137,953 | $12.2M | 0.44% | +3,548+2.6% | Added |
| Allianz Asset Management GmbH | 138,344 | $12.2M | 0.01% | +102,575+286.8% | Added |
| Pictet Asset Management Holding SA | 143,954 | $12.7M | 0.01% | −51,027−26.2% | Reduced |
| Public Sector Pension Investment Board | 144,076 | $12.7M | 0.04% | +100,354+229.5% | Added |
| Franklin Resources Inc | 144,828 | $12.8M | 0.00% | +32,225+28.6% | Added |
| Man Group plc | 144,831 | $12.8M | 0.02% | −492,527−77.3% | Reduced |
| Forsta Ap-Fonden | 157,900 | $13.9M | 0.08% | −600−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 158,121 | $13.9M | 0.03% | +63,531+67.2% | Added |