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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 32,600 | $2.94M | 0.16% | −5,216−13.8% | Reduced |
| Bank of Nova Scotia | 32,607 | $2.94M | 0.01% | −42,291−56.5% | Reduced |
| Centric Wealth Management | 30,694 | $3.05M | 0.61% | +787+2.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 33,952 | $3.06M | 0.03% | +1,041+3.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 34,140 | $3.08M | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 34,673 | $3.12M | 0.16% | −307−0.9% | Reduced |
| Freestone Capital Holdings, LLC | 34,830 | $3.14M | 0.10% | −1,451−4.0% | Reduced |
| Utah Retirement Systems | 35,367 | $3.19M | 0.03% | −1,087−3.0% | Reduced |
| Daiwa Securities Group Inc. | 35,620 | $3.21M | 0.01% | +1,464+4.3% | Added |
| Avantax Planning Partners, Inc. | 35,622 | $3.21M | 0.09% | +233+0.7% | Added |
| Elo Mutual Pension Insurance Co | 35,952 | $3.24M | 0.05% | +6,576+22.4% | Added |
| Baird Financial Group, Inc. | 36,532 | $3.29M | 0.01% | −90−0.2% | Reduced |
| Alerus Financial NA | 37,347 | $3.37M | 0.17% | −19,516−34.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 38,423 | $3.46M | 0.01% | +8,763+29.5% | Added |
| CI Private Wealth, LLC | 38,995 | $3.48M | 0.00% | −324−0.8% | Reduced |
| Financial Advisory Service, Inc. | 38,722 | $3.49M | 0.22% | +1,812+4.9% | Added |
| Oddo BHF Asset Management SAS | 38,826 | $3.50M | 0.14% | +1,569+4.2% | Added |
| Amalgamated Bank | 38,969 | $3.51M | 0.03% | −212−0.5% | Reduced |
| Mercer Global Advisors Inc | 39,393 | $3.55M | 0.01% | +9,421+31.4% | Added |
| JustInvest LLC | 39,439 | $3.55M | 0.03% | +1,444+3.8% | Added |
| Advisors Asset Management, Inc. | 39,983 | $3.60M | 0.06% | +1,146+3.0% | Added |
| Ethic Inc. | 40,083 | $3.61M | 0.06% | +6,045+17.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 40,304 | $3.62M | 0.00% | −2,987−6.9% | Reduced |
| ProShare Advisors LLC | 40,334 | $3.63M | 0.01% | −2,392−5.6% | Reduced |
| Pathstone Holdings, LLC | 40,688 | $3.67M | 0.01% | +1,120+2.8% | Added |
| Retirement Systems of Alabama | 42,012 | $3.79M | 0.01% | −519−1.2% | Reduced |
| Voya Investment Management LLC | 42,929 | $3.87M | 0.00% | −537−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 46,629 | $3.99M | 0.01% | −3,757−7.5% | Reduced |
| DnB Asset Management AS | 44,734 | $4.03M | 0.01% | +661+1.5% | Added |
| Advisor Group Holdings, Inc. | 44,974 | $4.06M | 0.01% | −346−0.8% | Reduced |
| Kinneret Advisory, LLC | 45,133 | $4.07M | 0.39% | −2,001−4.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,084 | $4.15M | 0.02% | −419−0.9% | Reduced |
| IFM Investors Pty Ltd | 46,371 | $4.18M | 0.03% | −2,603−5.3% | Reduced |
| CWM, LLC | 46,458 | $4.19M | 0.01% | +2,972+6.8% | Added |
| MetLife Investment Management | 46,547 | $4.19M | 0.02% | −1,665−3.5% | Reduced |
| Squarepoint Ops LLC | 46,661 | $4.20M | 0.01% | +41,333+775.8% | Added |
| Kerusso Capital Management LLC | 47,436 | $4.27M | 2.14% | −3,386−6.7% | Reduced |
| Truist Financial Corp | 47,757 | $4.30M | 0.01% | +39,061+449.2% | Added |
| Donoghue Forlines LLC | 47,843 | $4.31M | 1.19% | +31,371+190.5% | Added |
| Rafferty Asset Management, LLC | 48,096 | $4.33M | 0.02% | −12,888−21.1% | Reduced |
| SEI Investments Co | 48,184 | $4.34M | 0.00% | +6,872+16.6% | Added |
| SEB Asset Management AB | 48,868 | $4.40M | 0.02% | +48,868 | New |
| Groupe la Francaise | 48,995 | $4.41M | 0.06% | +3,716+8.2% | Added |
| CIBC World Markets Inc. | 49,798 | $4.49M | 0.01% | +49,798 | New |
| Empowered Funds, LLC | 50,838 | $4.58M | 0.03% | +39,930+366.1% | Added |
| MUFG Securities EMEA plc | 51,111 | $4.61M | 0.07% | −85−0.2% | Reduced |
| Nomura Asset Management International Inc. | 51,232 | $4.62M | 0.01% | −6,499−11.3% | Reduced |
| Lazard Asset Management LLC | 51,957 | $4.68M | 0.01% | +51,957 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 52,375 | $4.72M | 0.02% | +1,402+2.8% | Added |
| Czech National Bank | 53,879 | $4.86M | 0.03% | +1,162+2.2% | Added |
| Citadel Advisors LLC | 54,881 | $4.95M | 0.00% | −541,694−90.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 55,401 | $4.99M | 0.03% | +30,250+120.3% | Added |
| Captrust Financial Advisors | 55,632 | $5.01M | 0.01% | +3,636+7.0% | Added |
| State of Michigan Retirement System | 55,880 | $5.04M | 0.03% | −700−1.2% | Reduced |
| Mackenzie Financial Corp | 55,971 | $5.04M | 0.01% | −760−1.3% | Reduced |
| Ieq Capital, LLC | 57,974 | $5.22M | 0.02% | +7,515+14.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 58,079 | $5.23M | 0.20% | +14,900+34.5% | Added |
| CIBC Bancorp USA Inc. | 59,136 | $5.33M | 0.01% | +59,136 | New |
| Public Sector Pension Investment Board | 59,399 | $5.35M | 0.02% | −84,677−58.8% | Reduced |
| Arizona State Retirement System | 59,696 | $5.38M | 0.03% | −1,339−2.2% | Reduced |
| Natixis Advisors, L.P. | 60,605 | $5.46M | 0.01% | +9,114+17.7% | Added |
| Xponance, Inc. | 60,697 | $5.47M | 0.04% | −52,527−46.4% | Reduced |
| Commonwealth Equity Services, LLC | 61,132 | $5.51M | 0.01% | −2,468−3.9% | Reduced |
| Dean Investment Associates, LLC | 61,282 | $5.52M | 0.78% | −3,956−6.1% | Reduced |
| Unison Advisors LLC | 61,778 | $5.57M | 0.42% | +535+0.9% | Added |
| Nordea Investment Management AB | 63,430 | $5.63M | 0.01% | +3,578+6.0% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 62,847 | $5.66M | 0.14% | −13,357−17.5% | Reduced |
| State of Tennessee, Treasury Department | 65,219 | $5.88M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 65,587 | $5.91M | 0.02% | +1,372+2.1% | Added |
| Wealthfront Advisers LLC | 68,407 | $6.16M | 0.01% | +5,230+8.3% | Added |
| CIBC Asset Management Inc | 68,408 | $6.16M | 0.02% | +15,282+28.8% | Added |
| Resona Asset Management Co.,Ltd. | 69,601 | $6.25M | 0.03% | −281−0.4% | Reduced |
| Ci Investments Inc. | 69,350 | $6.25M | 0.03% | +3,321+5.0% | Added |
| DekaBank Deutsche Girozentrale | 71,558 | $6.56M | 0.01% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 72,811 | $6.56M | 2.73% | −240.0% | Reduced |
| Public Employees Retirement System of Ohio | 72,913 | $6.57M | 0.02% | −1,065−1.4% | Reduced |
| Macquarie Group Ltd | 76,142 | $6.86M | 0.04% | −6,153−7.5% | Reduced |
| Illinois Municipal Retirement Fund | 78,640 | $7.09M | 0.09% | −30,072−27.7% | Reduced |
| Toronto Dominion Bank | 82,040 | $7.39M | 0.01% | −36,183−30.6% | Reduced |
| KLP Kapitalforvaltning AS | 82,645 | $7.45M | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 83,939 | $7.56M | 0.03% | −2,227−2.6% | Reduced |
| Fifth Third Bancorp | 84,116 | $7.58M | 0.01% | +74,986+821.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,582 | $7.71M | 0.02% | −941−1.1% | Reduced |
| Royal London Asset Management Ltd | 86,084 | $7.76M | 0.02% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 86,815 | $7.82M | 0.05% | 00.0% | Unchanged |
| Interval Partners, LP | 87,808 | $7.91M | 0.27% | −192,782−68.7% | Reduced |
| Asset Management One Co.,Ltd. | 88,246 | $7.95M | 0.02% | −5,166−5.5% | Reduced |
| Mariner, LLC | 88,301 | $7.96M | 0.01% | +10,684+13.8% | Added |
| Creative Planning | 89,903 | $8.10M | 0.01% | +17,416+24.0% | Added |
| Nomura Asset Management Co Ltd | 92,592 | $8.34M | 0.02% | +5,264+6.0% | Added |
| Treasurer of the State of North Carolina | 93,167 | $8.39M | 0.03% | +1,985+2.2% | Added |
| Tredje AP-fonden | 93,517 | $8.43M | 0.05% | +62,009+196.8% | Added |
| Edentree Asset Management Ltd | 95,200 | $8.58M | 2.59% | 00.0% | Unchanged |
| APG Asset Management N.V. | 111,990 | $8.76M | 0.03% | −3,531−3.1% | Reduced |
| Prudential Financial Inc | 97,510 | $8.79M | 0.01% | −20,604−17.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 97,531 | $8.79M | 0.03% | −3,828−3.8% | Reduced |
| Azimuth Capital Investment Management LLC | 97,720 | $8.81M | 0.33% | −40,233−29.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 100,089 | $9.02M | 0.02% | −58,032−36.7% | Reduced |
| Marshall Wace, LLP | 102,158 | $9.21M | 0.01% | −630,448−86.1% | Reduced |
| Cambria Investment Management, L.P. | 102,877 | $9.27M | 0.52% | +6,573+6.8% | Added |