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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 135,195 | $11.9M | 0.28% | +30,051+28.6% | Added |
| The PNC Financial Services Group, Inc. | 135,067 | $11.9M | 0.01% | −83−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 131,942 | $11.6M | 0.08% | −2,438−1.8% | Reduced |
| New York State Common Retirement Fund | 130,685 | $11.5M | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 128,297 | $11.3M | 0.01% | −138,840−52.0% | Reduced |
| Danske Bank A/S | 120,507 | $10.6M | 0.02% | +13,100+12.2% | Added |
| Toronto Dominion Bank | 118,223 | $10.4M | 0.02% | +18,839+19.0% | Added |
| Prudential Financial Inc | 118,114 | $10.4M | 0.01% | −9,787−7.7% | Reduced |
| La Banque Postale Asset Management SA | 117,897 | $10.4M | 0.12% | +117,897 | New |
| Goelzer Investment Management, Inc. | 116,588 | $10.3M | 0.48% | +394+0.3% | Added |
| TD Asset Management Inc | 114,837 | $10.1M | 0.01% | −9,556−7.7% | Reduced |
| Mediolanum International Funds Ltd | 113,452 | $10.1M | 0.10% | −13,916−10.9% | Reduced |
| Manufacturers Life Insurance Company, The | 113,823 | $10.0M | 0.01% | −4,843−4.1% | Reduced |
| Xponance, Inc. | 113,224 | $9.99M | 0.07% | +4,723+4.4% | Added |
| Cetera Investment Advisers | 109,729 | $9.68M | 0.01% | +27,625+33.6% | Added |
| Illinois Municipal Retirement Fund | 108,712 | $9.59M | 0.12% | +437+0.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 101,359 | $8.94M | 0.02% | −2,097−2.0% | Reduced |
| APG Asset Management N.V. | 115,521 | $8.68M | 0.02% | −10,679−8.5% | Reduced |
| Cambria Investment Management, L.P. | 96,304 | $8.49M | 0.50% | −15,280−13.7% | Reduced |
| Edentree Asset Management Ltd | 95,200 | $8.40M | 2.57% | −73,400−43.5% | Reduced |
| Asset Management One Co.,Ltd. | 93,412 | $8.32M | 0.02% | −2,324−2.4% | Reduced |
| Treasurer of the State of North Carolina | 91,182 | $8.04M | 0.03% | −8,663−8.7% | Reduced |
| Nomura Asset Management Co Ltd | 87,328 | $7.70M | 0.02% | +260+0.3% | Added |
| Mn Services Vermogensbeheer B.V. | 86,815 | $7.66M | 0.05% | +535+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 86,523 | $7.63M | 0.02% | +732+0.9% | Added |
| Nisa Investment Advisors, LLC | 86,166 | $7.60M | 0.03% | +1,895+2.2% | Added |
| Royal London Asset Management Ltd | 86,084 | $7.59M | 0.02% | −2,363−2.7% | Reduced |
| Susquehanna International Group, LLP | 84,176 | $7.43M | 0.01% | −4,361−4.9% | Reduced |
| Candriam Luxembourg S.C.A. | 84,039 | $7.41M | 0.04% | +67,258+400.8% | Added |
| KLP Kapitalforvaltning AS | 82,645 | $7.29M | 0.03% | +700+0.9% | Added |
| Credit Agricole S A | 82,456 | $7.27M | 0.02% | +6,657+8.8% | Added |
| Macquarie Group Ltd | 82,295 | $7.26M | 0.03% | −1,530−1.8% | Reduced |
| Mariner, LLC | 77,617 | $6.85M | 0.01% | +44,577+134.9% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 76,204 | $6.77M | 0.16% | +74,464+4,279.5% | Added |
| Bank of Nova Scotia | 74,898 | $6.61M | 0.01% | +48,804+187.0% | Added |
| Public Employees Retirement System of Ohio | 73,978 | $6.53M | 0.02% | −589−0.8% | Reduced |
| DMKC Advisory Services, LLC | 72,835 | $6.42M | 2.82% | −552−0.8% | Reduced |
| Creative Planning | 72,487 | $6.39M | 0.00% | +19,941+37.9% | Added |
| DekaBank Deutsche Girozentrale | 71,558 | $6.30M | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 70,591 | $6.23M | 0.01% | +17,651+33.3% | Added |
| State of Tennessee, Treasury Department | 65,219 | $6.18M | 0.02% | −40,372−38.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 69,882 | $6.17M | 0.03% | −1,418−2.0% | Reduced |
| National Bank of Canada | 69,685 | $6.15M | 0.01% | −77,122−52.5% | Reduced |
| Comerica Bank | 68,027 | $6.00M | 0.02% | +26,579+64.1% | Added |
| Ci Investments Inc. | 66,029 | $5.82M | 0.03% | −7,993−10.8% | Reduced |
| Dean Investment Associates, LLC | 65,238 | $5.75M | 0.82% | −2,794−4.1% | Reduced |
| State of New Jersey Common Pension Fund D | 64,215 | $5.66M | 0.02% | +1,099+1.7% | Added |
| Holocene Advisors, LP | 64,036 | $5.65M | 0.01% | −32,524−33.7% | Reduced |
| Commonwealth Equity Services, LLC | 63,600 | $5.61M | 0.01% | +261+0.4% | Added |
| Wealthfront Advisers LLC | 63,177 | $5.57M | 0.01% | +7,992+14.5% | Added |
| Envestnet Asset Management Inc | 61,414 | $5.42M | 0.00% | −139−0.2% | Reduced |
| Unison Advisors LLC | 61,243 | $5.40M | 0.47% | +598+1.0% | Added |
| Arizona State Retirement System | 61,035 | $5.38M | 0.03% | −5,302−8.0% | Reduced |
| Rafferty Asset Management, LLC | 60,984 | $5.38M | 0.02% | −6,481−9.6% | Reduced |
| Nordea Investment Management AB | 59,852 | $5.31M | 0.00% | +10,950+22.4% | Added |
| SummitTX Capital, L.P. | 60,138 | $5.30M | 0.16% | +47,300+368.4% | Added |
| Nomura Asset Management International Inc. | 57,731 | $5.09M | 0.01% | +57,731 | New |
| Mackenzie Financial Corp | 56,731 | $5.03M | 0.01% | +17,622+45.1% | Added |
| Alerus Financial NA | 56,863 | $5.02M | 0.25% | +3,598+6.8% | Added |
| State of Michigan Retirement System | 56,580 | $4.99M | 0.02% | −1,000−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 56,195 | $4.96M | 0.03% | −538,102−90.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 55,500 | $4.90M | 0.01% | +55,500 | New |
| Ossiam | 55,297 | $4.88M | 0.10% | +50,117+967.5% | Added |
| Natixis | 54,018 | $4.76M | 0.02% | +45,420+528.3% | Added |
| CIBC Asset Management Inc | 53,126 | $4.69M | 0.01% | +17,814+50.4% | Added |
| Czech National Bank | 52,717 | $4.65M | 0.03% | +1,230+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 50,386 | $4.63M | 0.01% | +16,171+47.3% | Added |
| Captrust Financial Advisors | 51,996 | $4.59M | 0.01% | +11,194+27.4% | Added |
| Natixis Advisors, L.P. | 51,491 | $4.54M | 0.01% | +2,824+5.8% | Added |
| MUFG Securities EMEA plc | 51,196 | $4.52M | 0.05% | +47,316+1,219.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 50,973 | $4.50M | 0.02% | +368+0.7% | Added |
| Kerusso Capital Management LLC | 50,822 | $4.48M | 2.07% | +32,287+174.2% | Added |
| Ieq Capital, LLC | 50,459 | $4.45M | 0.01% | +50,459 | New |
| Two Sigma Advisers, LP | 49,700 | $4.38M | 0.01% | −269,400−84.4% | Reduced |
| IFM Investors Pty Ltd | 48,974 | $4.32M | 0.04% | −50−0.1% | Reduced |
| MetLife Investment Management | 48,212 | $4.25M | 0.02% | −2,406−4.8% | Reduced |
| HRT Financial LP | 48,019 | $4.24M | 0.01% | +17,806+58.9% | Added |
| Kinneret Advisory, LLC | 47,134 | $4.16M | 0.35% | −1,290−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,503 | $4.10M | 0.02% | −2,177−4.5% | Reduced |
| Advisor Group Holdings, Inc. | 45,320 | $4.00M | 0.01% | −4,710−9.4% | Reduced |
| Groupe la Francaise | 45,279 | $3.99M | 0.06% | −43−0.1% | Reduced |
| Econ Financial Services Corp | 44,914 | $3.96M | 1.99% | +44,914 | New |
| Skandinaviska Enskilda Banken AB (publ) | 44,875 | $3.96M | 0.02% | −608−1.3% | Reduced |
| DnB Asset Management AS | 44,073 | $3.89M | 0.01% | +3,975+9.9% | Added |
| CWM, LLC | 43,486 | $3.84M | 0.01% | +20,771+91.4% | Added |
| Voya Investment Management LLC | 43,466 | $3.83M | 0.00% | −2,465−5.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 43,291 | $3.83M | 0.01% | −19,774−31.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 43,179 | $3.81M | 0.16% | +43,179 | New |
| ProShare Advisors LLC | 42,726 | $3.77M | 0.01% | −3,763−8.1% | Reduced |
| Retirement Systems of Alabama | 42,531 | $3.75M | 0.01% | −712−1.6% | Reduced |
| SEI Investments Co | 41,312 | $3.64M | 0.00% | +14,593+54.6% | Added |
| Landscape Capital Management, L.L.C. | 39,665 | $3.50M | 0.23% | −2,443−5.8% | Reduced |
| Pathstone Holdings, LLC | 39,568 | $3.49M | 0.01% | +1,065+2.8% | Added |
| British Columbia Investment Management Corp | 39,464 | $3.48M | 0.02% | +7,240+22.5% | Added |
| CI Private Wealth, LLC | 39,319 | $3.47M | 0.00% | +2,127+5.7% | Added |
| Amalgamated Bank | 39,181 | $3.46M | 0.02% | −241−0.6% | Reduced |
| ExodusPoint Capital Management, LP | 39,146 | $3.45M | 0.04% | +35,728+1,045.3% | Added |
| Advisors Asset Management, Inc. | 38,837 | $3.43M | 0.06% | +1,702+4.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 38,717 | $3.42M | 0.01% | +5,758+17.5% | Added |
| JustInvest LLC | 37,995 | $3.35M | 0.03% | +2,350+6.6% | Added |