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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 129,198 | $11.6M | 0.01% | −14,756−10.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 128,905 | $11.6M | 0.02% | +58,314+82.6% | Added |
| New York State Common Retirement Fund | 128,185 | $11.6M | 0.02% | −2,500−1.9% | Reduced |
| TD Asset Management Inc | 124,297 | $11.2M | 0.01% | +9,460+8.2% | Added |
| Korea Investment CORP | 123,966 | $11.2M | 0.02% | −111,800−47.4% | Reduced |
| Danske Bank A/S | 119,807 | $10.8M | 0.03% | −700−0.6% | Reduced |
| Goelzer Investment Management, Inc. | 116,874 | $10.5M | 0.51% | +286+0.2% | Added |
| Swiss Life Asset Management Ltd | 81,216 | $10.2M | 0.05% | +25,021+44.5% | Added |
| Mediolanum International Funds Ltd | 115,549 | $10.2M | 0.11% | +2,097+1.8% | Added |
| La Banque Postale Asset Management SA | 109,338 | $9.85M | 0.13% | −8,559−7.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 108,827 | $9.81M | 0.03% | +108,827 | New |
| Manufacturers Life Insurance Company, The | 105,590 | $9.51M | 0.01% | −8,233−7.2% | Reduced |
| Assenagon Asset Management S.A. | 105,377 | $9.50M | 0.02% | +97,455+1,230.2% | Added |
| Principal Securities, Inc. | 105,011 | $9.46M | 0.14% | +87,665+505.4% | Added |
| Cambria Investment Management, L.P. | 102,877 | $9.27M | 0.52% | +6,573+6.8% | Added |
| Marshall Wace, LLP | 102,158 | $9.21M | 0.01% | −630,448−86.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 100,089 | $9.02M | 0.02% | −58,032−36.7% | Reduced |
| Azimuth Capital Investment Management LLC | 97,720 | $8.81M | 0.33% | −40,233−29.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 97,531 | $8.79M | 0.03% | −3,828−3.8% | Reduced |
| Prudential Financial Inc | 97,510 | $8.79M | 0.01% | −20,604−17.4% | Reduced |
| APG Asset Management N.V. | 111,990 | $8.76M | 0.03% | −3,531−3.1% | Reduced |
| Edentree Asset Management Ltd | 95,200 | $8.58M | 2.59% | 00.0% | Unchanged |
| Tredje AP-fonden | 93,517 | $8.43M | 0.05% | +62,009+196.8% | Added |
| Treasurer of the State of North Carolina | 93,167 | $8.39M | 0.03% | +1,985+2.2% | Added |
| Nomura Asset Management Co Ltd | 92,592 | $8.34M | 0.02% | +5,264+6.0% | Added |
| Creative Planning | 89,903 | $8.10M | 0.01% | +17,416+24.0% | Added |
| Mariner, LLC | 88,301 | $7.96M | 0.01% | +10,684+13.8% | Added |
| Asset Management One Co.,Ltd. | 88,246 | $7.95M | 0.02% | −5,166−5.5% | Reduced |
| Interval Partners, LP | 87,808 | $7.91M | 0.27% | −192,782−68.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 86,815 | $7.82M | 0.05% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 86,084 | $7.76M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 85,582 | $7.71M | 0.02% | −941−1.1% | Reduced |
| Fifth Third Bancorp | 84,116 | $7.58M | 0.01% | +74,986+821.3% | Added |
| Nisa Investment Advisors, LLC | 83,939 | $7.56M | 0.03% | −2,227−2.6% | Reduced |
| KLP Kapitalforvaltning AS | 82,645 | $7.45M | 0.03% | 00.0% | Unchanged |
| Toronto Dominion Bank | 82,040 | $7.39M | 0.01% | −36,183−30.6% | Reduced |
| Illinois Municipal Retirement Fund | 78,640 | $7.09M | 0.09% | −30,072−27.7% | Reduced |
| Macquarie Group Ltd | 76,142 | $6.86M | 0.04% | −6,153−7.5% | Reduced |
| Public Employees Retirement System of Ohio | 72,913 | $6.57M | 0.02% | −1,065−1.4% | Reduced |
| DMKC Advisory Services, LLC | 72,811 | $6.56M | 2.73% | −240.0% | Reduced |
| DekaBank Deutsche Girozentrale | 71,558 | $6.56M | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 69,350 | $6.25M | 0.03% | +3,321+5.0% | Added |
| Resona Asset Management Co.,Ltd. | 69,601 | $6.25M | 0.03% | −281−0.4% | Reduced |
| CIBC Asset Management Inc | 68,408 | $6.16M | 0.02% | +15,282+28.8% | Added |
| Wealthfront Advisers LLC | 68,407 | $6.16M | 0.01% | +5,230+8.3% | Added |
| State of New Jersey Common Pension Fund D | 65,587 | $5.91M | 0.02% | +1,372+2.1% | Added |
| State of Tennessee, Treasury Department | 65,219 | $5.88M | 0.02% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 62,847 | $5.66M | 0.14% | −13,357−17.5% | Reduced |
| Nordea Investment Management AB | 63,430 | $5.63M | 0.01% | +3,578+6.0% | Added |
| Unison Advisors LLC | 61,778 | $5.57M | 0.42% | +535+0.9% | Added |
| Dean Investment Associates, LLC | 61,282 | $5.52M | 0.78% | −3,956−6.1% | Reduced |
| Commonwealth Equity Services, LLC | 61,132 | $5.51M | 0.01% | −2,468−3.9% | Reduced |
| Xponance, Inc. | 60,697 | $5.47M | 0.04% | −52,527−46.4% | Reduced |
| Natixis Advisors, L.P. | 60,605 | $5.46M | 0.01% | +9,114+17.7% | Added |
| Arizona State Retirement System | 59,696 | $5.38M | 0.03% | −1,339−2.2% | Reduced |
| Public Sector Pension Investment Board | 59,399 | $5.35M | 0.02% | −84,677−58.8% | Reduced |
| CIBC Bancorp USA Inc. | 59,136 | $5.33M | 0.01% | +59,136 | New |
| Lombard Odier Asset Management (Switzerland) SA | 58,079 | $5.23M | 0.20% | +14,900+34.5% | Added |
| Ieq Capital, LLC | 57,974 | $5.22M | 0.02% | +7,515+14.9% | Added |
| Mackenzie Financial Corp | 55,971 | $5.04M | 0.01% | −760−1.3% | Reduced |
| State of Michigan Retirement System | 55,880 | $5.04M | 0.03% | −700−1.2% | Reduced |
| Captrust Financial Advisors | 55,632 | $5.01M | 0.01% | +3,636+7.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 55,401 | $4.99M | 0.03% | +30,250+120.3% | Added |
| Citadel Advisors LLC | 54,881 | $4.95M | 0.00% | −541,694−90.8% | Reduced |
| Czech National Bank | 53,879 | $4.86M | 0.03% | +1,162+2.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 52,375 | $4.72M | 0.02% | +1,402+2.8% | Added |
| Lazard Asset Management LLC | 51,957 | $4.68M | 0.01% | +51,957 | New |
| Nomura Asset Management International Inc. | 51,232 | $4.62M | 0.01% | −6,499−11.3% | Reduced |
| MUFG Securities EMEA plc | 51,111 | $4.61M | 0.07% | −85−0.2% | Reduced |
| Empowered Funds, LLC | 50,838 | $4.58M | 0.03% | +39,930+366.1% | Added |
| CIBC World Markets Inc. | 49,798 | $4.49M | 0.01% | +49,798 | New |
| Groupe la Francaise | 48,995 | $4.41M | 0.06% | +3,716+8.2% | Added |
| SEB Asset Management AB | 48,868 | $4.40M | 0.02% | +48,868 | New |
| SEI Investments Co | 48,184 | $4.34M | 0.00% | +6,872+16.6% | Added |
| Rafferty Asset Management, LLC | 48,096 | $4.33M | 0.02% | −12,888−21.1% | Reduced |
| Donoghue Forlines LLC | 47,843 | $4.31M | 1.19% | +31,371+190.5% | Added |
| Truist Financial Corp | 47,757 | $4.30M | 0.01% | +39,061+449.2% | Added |
| Kerusso Capital Management LLC | 47,436 | $4.27M | 2.14% | −3,386−6.7% | Reduced |
| Squarepoint Ops LLC | 46,661 | $4.20M | 0.01% | +41,333+775.8% | Added |
| MetLife Investment Management | 46,547 | $4.19M | 0.02% | −1,665−3.5% | Reduced |
| CWM, LLC | 46,458 | $4.19M | 0.01% | +2,972+6.8% | Added |
| IFM Investors Pty Ltd | 46,371 | $4.18M | 0.03% | −2,603−5.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,084 | $4.15M | 0.02% | −419−0.9% | Reduced |
| Kinneret Advisory, LLC | 45,133 | $4.07M | 0.39% | −2,001−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 44,974 | $4.06M | 0.01% | −346−0.8% | Reduced |
| DnB Asset Management AS | 44,734 | $4.03M | 0.01% | +661+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 46,629 | $3.99M | 0.01% | −3,757−7.5% | Reduced |
| Voya Investment Management LLC | 42,929 | $3.87M | 0.00% | −537−1.2% | Reduced |
| Retirement Systems of Alabama | 42,012 | $3.79M | 0.01% | −519−1.2% | Reduced |
| Pathstone Holdings, LLC | 40,688 | $3.67M | 0.01% | +1,120+2.8% | Added |
| ProShare Advisors LLC | 40,334 | $3.63M | 0.01% | −2,392−5.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 40,304 | $3.62M | 0.00% | −2,987−6.9% | Reduced |
| Ethic Inc. | 40,083 | $3.61M | 0.06% | +6,045+17.8% | Added |
| Advisors Asset Management, Inc. | 39,983 | $3.60M | 0.06% | +1,146+3.0% | Added |
| JustInvest LLC | 39,439 | $3.55M | 0.03% | +1,444+3.8% | Added |
| Mercer Global Advisors Inc | 39,393 | $3.55M | 0.01% | +9,421+31.4% | Added |
| Amalgamated Bank | 38,969 | $3.51M | 0.03% | −212−0.5% | Reduced |
| Oddo BHF Asset Management SAS | 38,826 | $3.50M | 0.14% | +1,569+4.2% | Added |
| Financial Advisory Service, Inc. | 38,722 | $3.49M | 0.22% | +1,812+4.9% | Added |
| CI Private Wealth, LLC | 38,995 | $3.48M | 0.00% | −324−0.8% | Reduced |