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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 161,708 | $14.3M | 0.02% | −8,393−4.9% | Reduced |
| Colony Group, LLC | 161,965 | $14.3M | 0.02% | −24,512−13.1% | Reduced |
| Russell Investments Group, Ltd. | 163,759 | $14.5M | 0.02% | +2,742+1.7% | Added |
| Quantinno Capital Management LP | 166,387 | $14.7M | 0.03% | +38,430+30.0% | Added |
| Storebrand Asset Management AS | 167,015 | $14.7M | 0.04% | −7,144−4.1% | Reduced |
| Capital Management Corp | 168,206 | $14.8M | 2.43% | −4,530−2.6% | Reduced |
| Canada Pension Plan Investment Board | 168,710 | $14.9M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 170,761 | $15.1M | 0.02% | +159,346+1,395.9% | Added |
| AE Wealth Management LLC | 178,641 | $15.8M | 0.09% | +7,946+4.7% | Added |
| New York State Teachers Retirement System | 179,303 | $15.8M | 0.03% | +19,447+12.2% | Added |
| Cerity Partners LLC | 180,494 | $15.9M | 0.02% | +124,781+224.0% | Added |
| Bank of Montreal | 191,598 | $16.9M | 0.01% | −6,050−3.1% | Reduced |
| Aviva PLC | 193,232 | $17.0M | 0.03% | +8,167+4.4% | Added |
| State Board of Administration of Florida Retirement System | 202,996 | $17.9M | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 203,653 | $18.0M | 0.03% | −31,566−13.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 204,500 | $18.0M | 0.03% | +204,500 | New |
| Swedbank AB | 206,073 | $18.2M | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 207,809 | $18.4M | 0.03% | +68,524+49.2% | Added |
| Mairs & Power Inc | 211,818 | $18.7M | 0.18% | −42,600−16.7% | Reduced |
| Principal Financial Group Inc | 215,144 | $19.0M | 0.01% | +4,349+2.1% | Added |
| State of Wisconsin Investment Board | 217,211 | $19.2M | 0.04% | +11,867+5.8% | Added |
| Ameriprise Financial Inc | 218,990 | $19.3M | 0.00% | −13,753−5.9% | Reduced |
| GW Henssler & Associates Ltd | 223,539 | $19.7M | 0.95% | +4,607+2.1% | Added |
| Acadian Asset Management LLC | 225,123 | $19.9M | 0.03% | +133,050+144.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 229,903 | $20.3M | 0.03% | +116,878+103.4% | Added |
| O'Shaughnessy Asset Management, LLC | 231,285 | $20.4M | 0.11% | +31,728+15.9% | Added |
| Korea Investment CORP | 235,766 | $20.8M | 0.04% | +47,000+24.9% | Added |
| Alliancebernstein L.P. | 236,836 | $20.9M | 0.01% | +2,332+1.0% | Added |
| Citigroup Inc | 239,433 | $21.1M | 0.01% | +35,859+17.6% | Added |
| SG Americas Securities, LLC | 244,711 | $21.6M | 0.03% | +236,494+2,878.1% | Added |
| Sound Income Strategies, LLC | 244,092 | $21.6M | 1.02% | −1,976−0.8% | Reduced |
| Wells Fargo & Company | 259,347 | $22.9M | 0.00% | +41,083+18.8% | Added |
| Two Sigma Investments, LP | 262,337 | $23.1M | 0.03% | −156,792−37.4% | Reduced |
| Interval Partners, LP | 280,590 | $24.8M | 0.58% | +140,168+99.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 280,919 | $24.8M | 0.05% | +26,021+10.2% | Added |
| Price T Rowe Associates Inc | 300,121 | $26.5M | 0.00% | +5,192+1.8% | Added |
| Raymond James Financial Inc | 321,565 | $28.4M | 0.01% | +128,703+66.7% | Added |
| Eurizon Capital SGR S.p.A. | 368,119 | $32.5M | 0.10% | +368,119 | New |
| Conning Inc. | 368,763 | $32.5M | 1.09% | −41,101−10.0% | Reduced |
| Trust Point Inc. | 369,443 | $32.6M | 2.57% | −1810.0% | Reduced |
| North Star Asset Management Inc | 388,746 | $34.3M | 1.38% | −6,375−1.6% | Reduced |
| Fort Washington Investment Advisors Inc | 393,629 | $34.7M | 0.18% | +81,464+26.1% | Added |
| KBC Group NV | 397,070 | $35.0M | 0.08% | +365,166+1,144.6% | Added |
| Virginia Retirement Systems Et Al | 397,100 | $35.0M | 0.21% | +174,100+78.1% | Added |
| California State Teachers Retirement System | 405,497 | $35.8M | 0.04% | +10,872+2.8% | Added |
| Wedge Capital Management L L P | 411,887 | $36.3M | 0.65% | +379,552+1,173.8% | Added |
| California Public Employees Retirement System | 412,402 | $36.4M | 0.02% | −12,981−3.1% | Reduced |
| American Century Companies Inc | 429,991 | $37.9M | 0.02% | +120,223+38.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 437,217 | $38.6M | 0.04% | +246,956+129.8% | Added |
| Rhumbline Advisers | 451,478 | $39.8M | 0.03% | −41,326−8.4% | Reduced |
| Qube Research & Technologies Ltd | 459,205 | $40.5M | 0.06% | −229,333−33.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 455,175 | $40.7M | 0.03% | +21,768+5.0% | Added |
| Teacher Retirement System of Texas | 468,336 | $41.3M | 0.14% | +252,493+117.0% | Added |
| Bridgewater Associates, LP | 475,487 | $41.9M | 0.15% | −16,046−3.3% | Reduced |
| Massachusetts Financial Services Co | 520,463 | $45.9M | 0.01% | −40,851−7.3% | Reduced |
| LPL Financial LLC | 521,319 | $46.0M | 0.01% | +402,535+338.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 523,859 | $46.2M | 0.03% | −100,609−16.1% | Reduced |
| Nuveen, LLC | 548,524 | $48.4M | 0.01% | −11,605−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 577,889 | $51.0M | 0.03% | −226,252−28.1% | Reduced |
| Barclays PLC | 584,244 | $51.5M | 0.02% | −85,612−12.8% | Reduced |
| Victory Capital Management Inc | 591,838 | $52.2M | 0.03% | −3,314,910−84.9% | Reduced |
| Citadel Advisors LLC | 596,575 | $52.6M | 0.04% | +432,363+263.3% | Added |
| Weiss Asset Management LP | 608,926 | $53.7M | 0.76% | +521,626+597.5% | Added |
| FMR LLC | 610,521 | $53.9M | 0.00% | +589+0.1% | Added |
| Swiss National Bank | 610,900 | $53.9M | 0.03% | −35,400−5.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 623,684 | $55.0M | 0.03% | +251,251+67.5% | Added |
| First Trust Advisors LP | 688,028 | $60.7M | 0.04% | +107,981+18.6% | Added |
| Marshall Wace, LLP | 732,606 | $64.6M | 0.06% | +305,592+71.6% | Added |
| Royal Bank of Canada | 768,682 | $67.8M | 0.01% | −907,118−54.1% | Reduced |
| HSBC Holdings PLC | 812,064 | $71.7M | 0.04% | +14,356+1.8% | Added |
| AustralianSuper Pty Ltd | 896,710 | $79.1M | 0.37% | +78,751+9.6% | Added |
| UBS Group AG | 959,342 | $84.6M | 0.02% | −1,064,538−52.6% | Reduced |
| JPMorgan Chase & Co | 1,067,815 | $94.2M | 0.01% | +90,190+9.2% | Added |
| Deutsche Bank AG | 1,154,605 | $101.8M | 0.03% | +100,155+9.5% | Added |
| Bank of New York Mellon Corp | 1,213,883 | $107.1M | 0.02% | −20,746−1.7% | Reduced |
| Amundi | 1,236,385 | $109.1M | 0.03% | −306,540−19.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,444,682 | $127.4M | 0.02% | +2770.0% | Added |
| Legal & General Group Plc | 1,639,302 | $144.6M | 0.03% | +23,686+1.5% | Added |
| UBS Asset Management Americas Inc | 1,976,898 | $174.4M | 0.04% | +177,749+9.9% | Added |
| AQR Capital Management LLC | 2,348,233 | $207.1M | 0.11% | +1,244,668+112.8% | Added |
| Goldman Sachs Group Inc | 2,499,181 | $220.5M | 0.03% | +136,046+5.8% | Added |
| Morgan Stanley | 3,079,857 | $271.7M | 0.02% | +55,669+1.8% | Added |
| Norges Bank | 3,098,015 | $273.3M | 0.03% | +3,098,015 | New |
| Invesco Ltd. | 3,284,734 | $289.7M | 0.03% | −92,063−2.7% | Reduced |
| Northern Trust Corp | 3,427,612 | $302.3M | 0.04% | −41,152−1.2% | Reduced |
| Dimensional Fund Advisors LP | 3,767,182 | $332.3M | 0.07% | +8200.0% | Added |
| Geode Capital Management, LLC | 5,575,729 | $489.9M | 0.03% | −41,714−0.7% | Reduced |
| Bank of America Corp | 8,399,133 | $740.9M | 0.05% | −27,631−0.3% | Reduced |
| State Street Corp | 10,509,360 | $927.0M | 0.03% | −50,696−0.5% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.60B | 27.53% | 00.0% | Unchanged |
| BlackRock, Inc. | 20,414,121 | $1.80B | 0.03% | +387,417+1.9% | Added |
| Vanguard Group Inc | 26,969,104 | $2.38B | 0.03% | −162,252−0.6% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −327,368−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −241,339−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −148,973−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −48,433−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −44,867−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −27,573−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,292−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −22,815−100.0% | Sold out |