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, Q1 2026
Institutional positions in Principal Financial Group Inc as of Mar 31, 2026. 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
- 914
- +38 vs. Q4 2025
- Shares held
- 168.6M
- +38.2M (+29.3%) vs. Q4 2025
- Total value
- $15.2B
- +$3.69B (+32.1%) vs. Q4 2025
- New holders
- 116
- 354 more added
- Sold out
- 78
- 263 more reduced
16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,322,358 | $1.83B | 0.03% | −91,763−0.4% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.63B | 32.01% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 13,474,208 | $1.21B | 0.03% | +13,474,208 | New |
| Vanguard Portfolio Management LLC | 11,264,834 | $1.02B | 0.05% | +11,264,834 | New |
| State Street Corp | 10,179,842 | $917.3M | 0.03% | −329,518−3.1% | Reduced |
| Bank of America Corp | 8,819,452 | $794.7M | 0.06% | +420,319+5.0% | Added |
| Capital World Investors | 6,026,881 | $543.1M | 0.07% | +6,026,881 | New |
| Charles Schwab Investment Management Inc | 5,923,936 | $533.8M | 0.08% | +4,479,254+310.1% | Added |
| Geode Capital Management, LLC | 5,660,667 | $508.2M | 0.03% | +84,938+1.5% | Added |
| Dimensional Fund Advisors LP | 3,886,509 | $350.2M | 0.07% | +119,327+3.2% | Added |
| Invesco Ltd. | 3,541,982 | $319.2M | 0.03% | +257,248+7.8% | Added |
| Northern Trust Corp | 3,333,706 | $300.4M | 0.04% | −93,906−2.7% | Reduced |
| Morgan Stanley | 3,006,287 | $270.9M | 0.02% | −73,570−2.4% | Reduced |
| Goldman Sachs Group Inc | 2,754,277 | $248.2M | 0.03% | +255,096+10.2% | Added |
| AQR Capital Management LLC | 2,456,733 | $220.6M | 0.10% | +108,500+4.6% | Added |
| UBS Asset Management Americas Inc | 1,971,575 | $177.7M | 0.04% | −5,323−0.3% | Reduced |
| Legal & General Group Plc | 1,694,596 | $152.7M | 0.04% | +55,294+3.4% | Added |
| Deutsche Bank AG | 1,383,643 | $124.7M | 0.04% | +229,038+19.8% | Added |
| Bank of New York Mellon Corp | 1,190,553 | $107.3M | 0.02% | −23,330−1.9% | Reduced |
| UBS Group AG | 1,166,730 | $105.1M | 0.02% | +207,388+21.6% | Added |
| JPMorgan Chase & Co | 1,189,593 | $105.0M | 0.01% | +121,778+11.4% | Added |
| Amundi | 1,151,817 | $103.8M | 0.03% | −84,568−6.8% | Reduced |
| Vanguard Fiduciary Trust Co | 1,130,176 | $101.8M | 0.03% | +1,130,176 | New |
| AustralianSuper Pty Ltd | 937,473 | $84.5M | 0.44% | +40,763+4.5% | Added |
| Royal Bank of Canada | 877,645 | $79.1M | 0.01% | +108,963+14.2% | Added |
| HSBC Holdings PLC | 780,743 | $70.4M | 0.04% | −31,321−3.9% | Reduced |
| LPL Financial LLC | 728,464 | $65.6M | 0.02% | +207,145+39.7% | Added |
| Victory Capital Management Inc | 727,924 | $65.6M | 0.04% | +136,086+23.0% | Added |
| Barclays PLC | 726,136 | $65.4M | 0.02% | +141,892+24.3% | Added |
| Swiss National Bank | 644,800 | $58.1M | 0.03% | +33,900+5.5% | Added |
| Nuveen, LLC | 603,915 | $54.4M | 0.01% | +55,391+10.1% | Added |
| Raymond James Financial Inc | 602,197 | $54.3M | 0.02% | +280,632+87.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 591,931 | $53.3M | 0.09% | +362,028+157.5% | Added |
| American Century Companies Inc | 591,228 | $53.3M | 0.03% | +161,237+37.5% | Added |
| Federated Hermes, Inc. | 581,347 | $52.4M | 0.09% | +563,251+3,112.6% | Added |
| Wells Fargo & Company | 578,610 | $52.1M | 0.01% | +319,263+123.1% | Added |
| BNP Paribas Arbitrage, SA | 566,364 | $51.0M | 0.03% | −11,525−2.0% | Reduced |
| First Trust Advisors LP | 555,487 | $50.1M | 0.04% | −132,541−19.3% | Reduced |
| FMR LLC | 543,926 | $49.0M | 0.00% | −66,595−10.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 509,894 | $45.9M | 0.03% | −13,965−2.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 507,575 | $45.7M | 0.05% | +70,358+16.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 480,402 | $43.3M | 0.03% | +25,227+5.5% | Added |
| Vanguard Asset Management, Ltd | 452,326 | $40.8M | 0.03% | +452,326 | New |
| Teacher Retirement System of Texas | 450,593 | $40.6M | 0.17% | −17,743−3.8% | Reduced |
| Rhumbline Advisers | 445,252 | $40.1M | 0.03% | −6,226−1.4% | Reduced |
| Vanguard Global Advisers, LLC | 438,656 | $39.5M | 0.02% | +438,656 | New |
| Massachusetts Financial Services Co | 420,035 | $37.8M | 0.01% | −100,428−19.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 416,864 | $37.6M | 0.19% | +185,579+80.2% | Added |
| Virginia Retirement Systems Et Al | 411,800 | $37.1M | 0.28% | +14,700+3.7% | Added |
| California Public Employees Retirement System | 410,420 | $37.0M | 0.02% | −1,982−0.5% | Reduced |
| Fort Washington Investment Advisors Inc | 408,534 | $36.8M | 0.20% | +14,905+3.8% | Added |
| Conning Inc. | 398,470 | $35.9M | 1.19% | +29,707+8.1% | Added |
| California State Teachers Retirement System | 397,874 | $35.9M | 0.04% | −7,623−1.9% | Reduced |
| KBC Group NV | 396,845 | $35.8M | 0.09% | −225−0.1% | Reduced |
| Wedge Capital Management L L P | 390,352 | $35.2M | 0.65% | −21,535−5.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 382,927 | $34.5M | 0.11% | +14,808+4.0% | Added |
| North Star Asset Management Inc | 382,045 | $34.4M | 1.49% | −6,701−1.7% | Reduced |
| Trust Point Inc. | 369,076 | $33.3M | 2.89% | −367−0.1% | Reduced |
| Envestnet Asset Management Inc | 328,095 | $29.6M | 0.01% | +266,681+434.2% | Added |
| SG Americas Securities, LLC | 327,360 | $29.5M | 0.03% | +82,649+33.8% | Added |
| Two Sigma Investments, LP | 304,787 | $27.5M | 0.02% | +42,450+16.2% | Added |
| Price T Rowe Associates Inc | 283,952 | $25.6M | 0.00% | −16,169−5.4% | Reduced |
| Franklin Resources Inc | 279,762 | $25.2M | 0.01% | +134,934+93.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 263,516 | $23.7M | 0.05% | −17,403−6.2% | Reduced |
| Alliancebernstein L.P. | 263,504 | $23.2M | 0.01% | +26,668+11.3% | Added |
| Sound Income Strategies, LLC | 243,934 | $22.0M | 1.06% | −158−0.1% | Reduced |
| AE Wealth Management LLC | 227,548 | $20.5M | 0.11% | +48,907+27.4% | Added |
| Principal Financial Group Inc | 226,718 | $20.4M | 0.01% | +11,574+5.4% | Added |
| GW Henssler & Associates Ltd | 223,926 | $20.2M | 0.95% | +387+0.2% | Added |
| Bridgewater Associates, LP | 220,922 | $19.9M | 0.09% | −254,565−53.5% | Reduced |
| Ameriprise Financial Inc | 210,924 | $19.0M | 0.00% | −8,066−3.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 210,700 | $19.0M | 0.03% | +2,891+1.4% | Added |
| Adams Diversified Equity Fund, Inc. | 209,100 | $18.8M | 0.66% | +209,100 | New |
| Stifel Financial Corp | 205,814 | $18.5M | 0.02% | +190,861+1,276.4% | Added |
| Swedbank AB | 205,073 | $18.5M | 0.02% | −1,000−0.5% | Reduced |
| Great West Life Assurance Co | 203,083 | $18.4M | 0.03% | −570−0.3% | Reduced |
| Cerity Partners LLC | 203,323 | $18.3M | 0.03% | +22,829+12.6% | Added |
| State Board of Administration of Florida Retirement System | 202,996 | $18.3M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 202,755 | $18.3M | 0.01% | −36,678−15.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 201,881 | $18.2M | 0.01% | −421,803−67.6% | Reduced |
| State of Wisconsin Investment Board | 200,708 | $18.1M | 0.04% | −16,503−7.6% | Reduced |
| Quantinno Capital Management LP | 198,492 | $17.9M | 0.03% | +32,105+19.3% | Added |
| Aviva PLC | 192,827 | $17.4M | 0.03% | −405−0.2% | Reduced |
| Acadian Asset Management LLC | 186,884 | $16.8M | 0.02% | −38,239−17.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 183,075 | $16.5M | 0.05% | +144,358+372.9% | Added |
| Gotham Asset Management, LLC | 178,451 | $16.1M | 0.05% | +169,688+1,936.4% | Added |
| Storebrand Asset Management AS | 172,042 | $15.5M | 0.04% | +5,027+3.0% | Added |
| Canada Pension Plan Investment Board | 169,710 | $15.3M | 0.01% | +1,000+0.6% | Added |
| Bank of Montreal | 169,381 | $15.3M | 0.01% | −22,217−11.6% | Reduced |
| Colony Group, LLC | 168,312 | $15.2M | 0.02% | +6,347+3.9% | Added |
| New York State Teachers Retirement System | 165,049 | $14.9M | 0.03% | −14,254−7.9% | Reduced |
| Mairs & Power Inc | 163,884 | $14.8M | 0.15% | −47,934−22.6% | Reduced |
| Standard Life Aberdeen plc | 162,462 | $14.6M | 0.02% | +754+0.5% | Added |
| Russell Investments Group, Ltd. | 157,953 | $14.2M | 0.02% | −5,806−3.5% | Reduced |
| Capital Management Corp | 151,939 | $13.7M | 2.34% | −16,267−9.7% | Reduced |
| Allianz Asset Management GmbH | 144,425 | $13.0M | 0.02% | +6,081+4.4% | Added |
| AMG National Trust Bank | 138,056 | $12.4M | 0.27% | +2,861+2.1% | Added |
| The PNC Financial Services Group, Inc. | 137,401 | $12.4M | 0.01% | +2,334+1.7% | Added |
| Cetera Investment Advisers | 131,728 | $11.9M | 0.01% | +21,999+20.0% | Added |
| National Pension Service | 131,469 | $11.8M | 0.01% | +107,785+455.1% | Added |