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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 37,816 | $3.34M | 0.18% | −4,749−11.2% | Reduced |
| Oddo BHF Asset Management SAS | 37,257 | $3.29M | 0.12% | +8,824+31.0% | Added |
| Financial Advisory Service, Inc. | 36,910 | $3.26M | 0.21% | +2,406+7.0% | Added |
| Baird Financial Group, Inc. | 36,622 | $3.23M | 0.01% | +43+0.1% | Added |
| Utah Retirement Systems | 36,454 | $3.22M | 0.03% | −195−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 36,281 | $3.20M | 0.09% | +1,405+4.0% | Added |
| Avantax Planning Partners, Inc. | 35,389 | $3.12M | 0.09% | −609−1.7% | Reduced |
| Foster & Motley Inc | 34,980 | $3.09M | 0.16% | −5,943−14.5% | Reduced |
| Daiwa Securities Group Inc. | 34,156 | $3.01M | 0.01% | +504+1.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 34,140 | $3.01M | 0.03% | −1,624−4.5% | Reduced |
| Ethic Inc. | 34,038 | $3.00M | 0.05% | +3,448+11.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 33,121 | $2.92M | 0.01% | +24,875+301.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,911 | $2.91M | 0.03% | +21,925+199.6% | Added |
| Centric Wealth Management | 29,907 | $2.87M | 0.61% | +69+0.2% | Added |
| NEOS Investment Management LLC | 32,055 | $2.83M | 0.02% | +4,944+18.2% | Added |
| Tredje AP-fonden | 31,508 | $2.78M | 0.02% | 00.0% | Unchanged |
| USS Investment Management Ltd | 30,446 | $2.69M | 0.01% | +503+1.7% | Added |
| Quest Partners LLC | 30,437 | $2.68M | 0.15% | +20,709+212.9% | Added |
| Mercer Global Advisors Inc | 29,972 | $2.64M | 0.00% | +13,283+79.6% | Added |
| Federation des caisses Desjardins du Quebec | 29,660 | $2.62M | 0.01% | −3,849−11.5% | Reduced |
| Ensign Peak Advisors, Inc | 29,526 | $2.60M | 0.00% | −15,981−35.1% | Reduced |
| Private Advisor Group, LLC | 29,379 | $2.59M | 0.01% | +3,629+14.1% | Added |
| Elo Mutual Pension Insurance Co | 29,376 | $2.59M | 0.04% | −7,040−19.3% | Reduced |
| New York Life Investment Management LLC | 29,303 | $2.58M | 0.02% | −538−1.8% | Reduced |
| Nissay Asset Management Corp | 28,799 | $2.54M | 0.01% | +483+1.7% | Added |
| CIBC World Markets Corp | 28,604 | $2.52M | 0.01% | +28,604 | New |
| Vident Advisory, LLC | 28,316 | $2.50M | 0.02% | +606+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 28,235 | $2.49M | 0.01% | −115,019−80.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,625 | $2.44M | 0.01% | +17,120+163.0% | Added |
| Rakuten Investment Management, Inc. | 27,268 | $2.43M | 0.01% | −196,182−87.8% | Reduced |
| Algert Global LLC | 27,350 | $2.41M | 0.04% | +27,350 | New |
| UniSuper Management Pty Ltd | 27,346 | $2.41M | 0.01% | −4,654−14.5% | Reduced |
| Claro Advisors LLC | 26,978 | $2.38M | 0.32% | +26,978 | New |
| Janus Henderson Group PLC | 26,947 | $2.38M | 0.00% | +392+1.5% | Added |
| Kepler Cheuvreux (Suisse) SA | 25,678 | $2.27M | 0.13% | −7,063−21.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | $2.26M | 0.02% | +674+2.7% | Added |
| OP Asset Management Ltd | 25,346 | $2.24M | 0.03% | −691−2.7% | Reduced |
| Columbus Macro, LLC | 25,178 | $2.22M | 0.24% | −767−3.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,151 | $2.22M | 0.02% | +200+0.8% | Added |
| Dakota Wealth Management | 24,890 | $2.20M | 0.04% | −2,196−8.1% | Reduced |
| Engineers Gate Manager LP | 24,890 | $2.20M | 0.03% | −69,368−73.6% | Reduced |
| Hohimer Wealth Management, LLC | 24,694 | $2.18M | 0.29% | −347−1.4% | Reduced |
| Simon Quick Advisors, LLC | 24,459 | $2.16M | 0.09% | −14−0.1% | Reduced |
| Yousif Capital Management, LLC | 23,880 | $2.11M | 0.02% | −2,050−7.9% | Reduced |
| National Pension Service | 23,684 | $2.09M | 0.00% | −364,362−93.9% | Reduced |
| ISAM Funds (UK) Ltd | 23,233 | $2.05M | 0.74% | −3,882−14.3% | Reduced |
| Siemens Fonds Invest GmbH | 22,676 | $2.02M | 0.11% | −8,054−26.2% | Reduced |
| Oregon Public Employees Retirement Fund | 22,837 | $2.01M | 0.03% | −300−1.3% | Reduced |
| MAI Capital Management | 22,543 | $1.99M | 0.01% | +331+1.5% | Added |
| Jefferies Financial Group Inc. | 22,131 | $1.95M | 0.02% | +13,131+145.9% | Added |
| BBR Partners, LLC | 22,001 | $1.94M | 0.10% | −25−0.1% | Reduced |
| Schroder Investment Management Group | 21,614 | $1.91M | 0.00% | +6,381+41.9% | Added |
| GoalVest Advisory LLC | 21,508 | $1.90M | 0.36% | −2,739−11.3% | Reduced |
| Mutual of America Capital Management LLC | 21,468 | $1.89M | 0.02% | −506−2.3% | Reduced |
| Generali Asset Management SPA SGR | 21,156 | $1.87M | 0.04% | +7,695+57.2% | Added |
| Ostrum Asset Management | 21,143 | $1.87M | 0.09% | −4,298−16.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,900 | $1.84M | 0.00% | +1,471+7.6% | Added |
| D. E. Shaw & Co., Inc. | 20,658 | $1.82M | 0.00% | −207,964−91.0% | Reduced |
| Janney Montgomery Scott LLC | 20,516 | $1.81M | 0.00% | −435−2.1% | Reduced |
| Thrivent Financial for Lutherans | 20,326 | $1.79M | 0.00% | −243−1.2% | Reduced |
| Heritage Trust Co | 20,333 | $1.79M | 0.18% | +3,826+23.2% | Added |
| Jones Financial Companies LLLP | 20,313 | $1.79M | 0.00% | +1,653+8.9% | Added |
| Pacer Advisors, Inc. | 20,119 | $1.77M | 0.00% | +3,802+23.3% | Added |
| Handelsbanken Fonder AB | 20,082 | $1.77M | 0.01% | +9,535+90.4% | Added |
| State of Alaska, Department of Revenue | 20,029 | $1.77M | 0.02% | −1,775−8.1% | Reduced |
| Groupama Asset Managment | 19,689 | $1.74M | 0.03% | −1,846−8.6% | Reduced |
| Lecap Asset Management Ltd | 19,682 | $1.74M | 0.69% | +86+0.4% | Added |
| Sanctuary Advisors, LLC | 19,611 | $1.73M | 0.01% | +1,727+9.7% | Added |
| Rockefeller Capital Management L.P. | 19,543 | $1.72M | 0.00% | +446+2.3% | Added |
| V-Square Quantitative Management LLC | 19,498 | $1.72M | 0.18% | −870−4.3% | Reduced |
| Greenwood Capital Associates LLC | 19,367 | $1.71M | 0.19% | +2,870+17.4% | Added |
| Foster Group, Inc. | 19,049 | $1.68M | 0.05% | +47+0.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 18,824 | $1.66M | 1.74% | −1,972−9.5% | Reduced |
| VCI Wealth Management LLC | 18,711 | $1.65M | 0.46% | +18,711 | New |
| Board of the Pension Protection Fund | 18,700 | $1.65M | 1.57% | +14,200+315.6% | Added |
| US Bancorp | 18,600 | $1.64M | 0.00% | −465−2.4% | Reduced |
| Commerce Bank | 18,515 | $1.63M | 0.01% | −1,668−8.3% | Reduced |
| Capital Fund Management S.A. | 18,292 | $1.61M | 0.02% | −2,062−10.1% | Reduced |
| ASR Vermogensbeheer N.V. | 18,237 | $1.61M | 0.02% | −80−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,139 | $1.60M | 0.04% | +18,139 | New |
| Federated Hermes, Inc. | 18,096 | $1.60M | 0.00% | −4,746−20.8% | Reduced |
| Public Employees Retirement Association of Colorado | 17,611 | $1.55M | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17,346 | $1.53M | 0.02% | +220+1.3% | Added |
| Crossmark Global Holdings, Inc. | 17,200 | $1.52M | 0.02% | +486+2.9% | Added |
| Voleon Capital Management LP | 16,936 | $1.49M | 0.03% | −28,488−62.7% | Reduced |
| Osmosis Investment Management UK Ltd | 16,901 | $1.49M | 0.04% | +16,901 | New |
| RSM US Wealth Management LLC | 16,630 | $1.48M | 0.02% | +512+3.2% | Added |
| Cresset Asset Management, LLC | 16,708 | $1.47M | 0.01% | +6,161+58.4% | Added |
| OpenArc Corporate Advisory, LLC | 16,653 | $1.47M | 0.02% | +16,653 | New |
| Oak Thistle LLC | 16,570 | $1.46M | 0.20% | +16,570 | New |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.45M | 0.01% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 16,472 | $1.45M | 0.45% | −2,097−11.3% | Reduced |
| Modern Wealth Management, LLC | 16,381 | $1.45M | 0.03% | +2,560+18.5% | Added |
| HighTower Advisors, LLC | 16,040 | $1.41M | 0.00% | −1,373−7.9% | Reduced |
| Commonwealth Retirement Investments LLC | 15,747 | $1.39M | 0.45% | +317+2.1% | Added |
| Farther Finance Advisors, LLC | 15,599 | $1.38M | 0.01% | +2,488+19.0% | Added |
| Cornercap Investment Counsel Inc | 15,312 | $1.35M | 0.67% | −208−1.3% | Reduced |
| CBOE Vest Financial, LLC | 15,246 | $1.34M | 0.02% | +1,558+11.4% | Added |
| Hartford Investment Management Co | 15,240 | $1.34M | 0.04% | +401+2.7% | Added |
| Neuberger Berman Group LLC | 15,071 | $1.33M | 0.00% | +1,601+11.9% | Added |