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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 105,011 | $9.46M | 0.14% | +87,665+505.4% | Added |
| Assenagon Asset Management S.A. | 105,377 | $9.50M | 0.02% | +97,455+1,230.2% | Added |
| Manufacturers Life Insurance Company, The | 105,590 | $9.51M | 0.01% | −8,233−7.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 108,827 | $9.81M | 0.03% | +108,827 | New |
| La Banque Postale Asset Management SA | 109,338 | $9.85M | 0.13% | −8,559−7.3% | Reduced |
| Mediolanum International Funds Ltd | 115,549 | $10.2M | 0.11% | +2,097+1.8% | Added |
| Swiss Life Asset Management Ltd | 81,216 | $10.2M | 0.05% | +25,021+44.5% | Added |
| Goelzer Investment Management, Inc. | 116,874 | $10.5M | 0.51% | +286+0.2% | Added |
| Danske Bank A/S | 119,807 | $10.8M | 0.03% | −700−0.6% | Reduced |
| Korea Investment CORP | 123,966 | $11.2M | 0.02% | −111,800−47.4% | Reduced |
| TD Asset Management Inc | 124,297 | $11.2M | 0.01% | +9,460+8.2% | Added |
| New York State Common Retirement Fund | 128,185 | $11.6M | 0.02% | −2,500−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 128,905 | $11.6M | 0.02% | +58,314+82.6% | Added |
| Pictet Asset Management Holding SA | 129,198 | $11.6M | 0.01% | −14,756−10.3% | Reduced |
| National Pension Service | 131,469 | $11.8M | 0.01% | +107,785+455.1% | Added |
| Cetera Investment Advisers | 131,728 | $11.9M | 0.01% | +21,999+20.0% | Added |
| The PNC Financial Services Group, Inc. | 137,401 | $12.4M | 0.01% | +2,334+1.7% | Added |
| AMG National Trust Bank | 138,056 | $12.4M | 0.27% | +2,861+2.1% | Added |
| Allianz Asset Management GmbH | 144,425 | $13.0M | 0.02% | +6,081+4.4% | Added |
| Capital Management Corp | 151,939 | $13.7M | 2.34% | −16,267−9.7% | Reduced |
| Russell Investments Group, Ltd. | 157,953 | $14.2M | 0.02% | −5,806−3.5% | Reduced |
| Standard Life Aberdeen plc | 162,462 | $14.6M | 0.02% | +754+0.5% | Added |
| Mairs & Power Inc | 163,884 | $14.8M | 0.15% | −47,934−22.6% | Reduced |
| New York State Teachers Retirement System | 165,049 | $14.9M | 0.03% | −14,254−7.9% | Reduced |
| Colony Group, LLC | 168,312 | $15.2M | 0.02% | +6,347+3.9% | Added |
| Bank of Montreal | 169,381 | $15.3M | 0.01% | −22,217−11.6% | Reduced |
| Canada Pension Plan Investment Board | 169,710 | $15.3M | 0.01% | +1,000+0.6% | Added |
| Storebrand Asset Management AS | 172,042 | $15.5M | 0.04% | +5,027+3.0% | Added |
| Gotham Asset Management, LLC | 178,451 | $16.1M | 0.05% | +169,688+1,936.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 183,075 | $16.5M | 0.05% | +144,358+372.9% | Added |
| Acadian Asset Management LLC | 186,884 | $16.8M | 0.02% | −38,239−17.0% | Reduced |
| Aviva PLC | 192,827 | $17.4M | 0.03% | −405−0.2% | Reduced |
| Quantinno Capital Management LP | 198,492 | $17.9M | 0.03% | +32,105+19.3% | Added |
| State of Wisconsin Investment Board | 200,708 | $18.1M | 0.04% | −16,503−7.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 201,881 | $18.2M | 0.01% | −421,803−67.6% | Reduced |
| Citigroup Inc | 202,755 | $18.3M | 0.01% | −36,678−15.3% | Reduced |
| State Board of Administration of Florida Retirement System | 202,996 | $18.3M | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 203,323 | $18.3M | 0.03% | +22,829+12.6% | Added |
| Great West Life Assurance Co | 203,083 | $18.4M | 0.03% | −570−0.3% | Reduced |
| Swedbank AB | 205,073 | $18.5M | 0.02% | −1,000−0.5% | Reduced |
| Stifel Financial Corp | 205,814 | $18.5M | 0.02% | +190,861+1,276.4% | Added |
| Adams Diversified Equity Fund, Inc. | 209,100 | $18.8M | 0.66% | +209,100 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 210,700 | $19.0M | 0.03% | +2,891+1.4% | Added |
| Ameriprise Financial Inc | 210,924 | $19.0M | 0.00% | −8,066−3.7% | Reduced |
| Bridgewater Associates, LP | 220,922 | $19.9M | 0.09% | −254,565−53.5% | Reduced |
| GW Henssler & Associates Ltd | 223,926 | $20.2M | 0.95% | +387+0.2% | Added |
| Principal Financial Group Inc | 226,718 | $20.4M | 0.01% | +11,574+5.4% | Added |
| AE Wealth Management LLC | 227,548 | $20.5M | 0.11% | +48,907+27.4% | Added |
| Sound Income Strategies, LLC | 243,934 | $22.0M | 1.06% | −158−0.1% | Reduced |
| Alliancebernstein L.P. | 263,504 | $23.2M | 0.01% | +26,668+11.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 263,516 | $23.7M | 0.05% | −17,403−6.2% | Reduced |
| Franklin Resources Inc | 279,762 | $25.2M | 0.01% | +134,934+93.2% | Added |
| Price T Rowe Associates Inc | 283,952 | $25.6M | 0.00% | −16,169−5.4% | Reduced |
| Two Sigma Investments, LP | 304,787 | $27.5M | 0.02% | +42,450+16.2% | Added |
| SG Americas Securities, LLC | 327,360 | $29.5M | 0.03% | +82,649+33.8% | Added |
| Envestnet Asset Management Inc | 328,095 | $29.6M | 0.01% | +266,681+434.2% | Added |
| Trust Point Inc. | 369,076 | $33.3M | 2.89% | −367−0.1% | Reduced |
| North Star Asset Management Inc | 382,045 | $34.4M | 1.49% | −6,701−1.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 382,927 | $34.5M | 0.11% | +14,808+4.0% | Added |
| Wedge Capital Management L L P | 390,352 | $35.2M | 0.65% | −21,535−5.2% | Reduced |
| KBC Group NV | 396,845 | $35.8M | 0.09% | −225−0.1% | Reduced |
| California State Teachers Retirement System | 397,874 | $35.9M | 0.04% | −7,623−1.9% | Reduced |
| Conning Inc. | 398,470 | $35.9M | 1.19% | +29,707+8.1% | Added |
| Fort Washington Investment Advisors Inc | 408,534 | $36.8M | 0.20% | +14,905+3.8% | Added |
| California Public Employees Retirement System | 410,420 | $37.0M | 0.02% | −1,982−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 411,800 | $37.1M | 0.28% | +14,700+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 416,864 | $37.6M | 0.19% | +185,579+80.2% | Added |
| Massachusetts Financial Services Co | 420,035 | $37.8M | 0.01% | −100,428−19.3% | Reduced |
| Vanguard Global Advisers, LLC | 438,656 | $39.5M | 0.02% | +438,656 | New |
| Rhumbline Advisers | 445,252 | $40.1M | 0.03% | −6,226−1.4% | Reduced |
| Teacher Retirement System of Texas | 450,593 | $40.6M | 0.17% | −17,743−3.8% | Reduced |
| Vanguard Asset Management, Ltd | 452,326 | $40.8M | 0.03% | +452,326 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 480,402 | $43.3M | 0.03% | +25,227+5.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 507,575 | $45.7M | 0.05% | +70,358+16.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 509,894 | $45.9M | 0.03% | −13,965−2.7% | Reduced |
| FMR LLC | 543,926 | $49.0M | 0.00% | −66,595−10.9% | Reduced |
| First Trust Advisors LP | 555,487 | $50.1M | 0.04% | −132,541−19.3% | Reduced |
| BNP Paribas Arbitrage, SA | 566,364 | $51.0M | 0.03% | −11,525−2.0% | Reduced |
| Wells Fargo & Company | 578,610 | $52.1M | 0.01% | +319,263+123.1% | Added |
| Federated Hermes, Inc. | 581,347 | $52.4M | 0.09% | +563,251+3,112.6% | Added |
| American Century Companies Inc | 591,228 | $53.3M | 0.03% | +161,237+37.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 591,931 | $53.3M | 0.09% | +362,028+157.5% | Added |
| Raymond James Financial Inc | 602,197 | $54.3M | 0.02% | +280,632+87.3% | Added |
| Nuveen, LLC | 603,915 | $54.4M | 0.01% | +55,391+10.1% | Added |
| Swiss National Bank | 644,800 | $58.1M | 0.03% | +33,900+5.5% | Added |
| Barclays PLC | 726,136 | $65.4M | 0.02% | +141,892+24.3% | Added |
| Victory Capital Management Inc | 727,924 | $65.6M | 0.04% | +136,086+23.0% | Added |
| LPL Financial LLC | 728,464 | $65.6M | 0.02% | +207,145+39.7% | Added |
| HSBC Holdings PLC | 780,743 | $70.4M | 0.04% | −31,321−3.9% | Reduced |
| Royal Bank of Canada | 877,645 | $79.1M | 0.01% | +108,963+14.2% | Added |
| AustralianSuper Pty Ltd | 937,473 | $84.5M | 0.44% | +40,763+4.5% | Added |
| Vanguard Fiduciary Trust Co | 1,130,176 | $101.8M | 0.03% | +1,130,176 | New |
| Amundi | 1,151,817 | $103.8M | 0.03% | −84,568−6.8% | Reduced |
| JPMorgan Chase & Co | 1,189,593 | $105.0M | 0.01% | +121,778+11.4% | Added |
| UBS Group AG | 1,166,730 | $105.1M | 0.02% | +207,388+21.6% | Added |
| Bank of New York Mellon Corp | 1,190,553 | $107.3M | 0.02% | −23,330−1.9% | Reduced |
| Deutsche Bank AG | 1,383,643 | $124.7M | 0.04% | +229,038+19.8% | Added |
| Legal & General Group Plc | 1,694,596 | $152.7M | 0.04% | +55,294+3.4% | Added |
| UBS Asset Management Americas Inc | 1,971,575 | $177.7M | 0.04% | −5,323−0.3% | Reduced |
| AQR Capital Management LLC | 2,456,733 | $220.6M | 0.10% | +108,500+4.6% | Added |