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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 2,754,277 | $248.2M | 0.03% | +255,096+10.2% | Added |
| Morgan Stanley | 3,006,287 | $270.9M | 0.02% | −73,570−2.4% | Reduced |
| Northern Trust Corp | 3,333,706 | $300.4M | 0.04% | −93,906−2.7% | Reduced |
| Invesco Ltd. | 3,541,982 | $319.2M | 0.03% | +257,248+7.8% | Added |
| Dimensional Fund Advisors LP | 3,886,509 | $350.2M | 0.07% | +119,327+3.2% | Added |
| Geode Capital Management, LLC | 5,660,667 | $508.2M | 0.03% | +84,938+1.5% | Added |
| Charles Schwab Investment Management Inc | 5,923,936 | $533.8M | 0.08% | +4,479,254+310.1% | Added |
| Capital World Investors | 6,026,881 | $543.1M | 0.07% | +6,026,881 | New |
| Bank of America Corp | 8,819,452 | $794.7M | 0.06% | +420,319+5.0% | Added |
| State Street Corp | 10,179,842 | $917.3M | 0.03% | −329,518−3.1% | Reduced |
| Vanguard Portfolio Management LLC | 11,264,834 | $1.02B | 0.05% | +11,264,834 | New |
| Vanguard Capital Management LLC | 13,474,208 | $1.21B | 0.03% | +13,474,208 | New |
| Nippon Life Insurance Co | 18,137,000 | $1.63B | 32.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 20,322,358 | $1.83B | 0.03% | −91,763−0.4% | Reduced |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −608,926−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −459,205−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −128,297−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −55,500−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −49,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,019−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −44,914−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −44,875−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −39,665−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −39,146−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −33,121−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −30,437−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −28,235−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −27,350−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −24,890−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −23,233−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −19,689−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −19,682−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −18,292−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,139−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −16,936−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −16,570−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −15,246−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −14,475−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −14,091−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,569−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,313−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −7,546−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,159−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −6,123−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −6,028−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,251−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,637−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,362−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,598−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −3,516−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,512−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −3,485−100.0% | Sold out |
| Berkshire Money Management, Inc. | 0 | $0 | 0.00% | −3,222−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −3,128−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −2,962−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,883−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,848−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| waypoint wealth counsel | 0 | $0 | 0.00% | −2,331−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| EFG International AG | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Compass Financial Services Inc | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Eq Wealth Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| IMG Wealth Management, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| NorthAvenue LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Cornercap Investment Counsel Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |