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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 38,423 | $3.46M | 0.01% | +8,763+29.5% | Added |
| Alerus Financial NA | 37,347 | $3.37M | 0.17% | −19,516−34.3% | Reduced |
| Baird Financial Group, Inc. | 36,532 | $3.29M | 0.01% | −90−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 35,952 | $3.24M | 0.05% | +6,576+22.4% | Added |
| Avantax Planning Partners, Inc. | 35,622 | $3.21M | 0.09% | +233+0.7% | Added |
| Daiwa Securities Group Inc. | 35,620 | $3.21M | 0.01% | +1,464+4.3% | Added |
| Utah Retirement Systems | 35,367 | $3.19M | 0.03% | −1,087−3.0% | Reduced |
| Freestone Capital Holdings, LLC | 34,830 | $3.14M | 0.10% | −1,451−4.0% | Reduced |
| Foster & Motley Inc | 34,673 | $3.12M | 0.16% | −307−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 34,140 | $3.08M | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 33,952 | $3.06M | 0.03% | +1,041+3.2% | Added |
| Centric Wealth Management | 30,694 | $3.05M | 0.61% | +787+2.6% | Added |
| Bank of Nova Scotia | 32,607 | $2.94M | 0.01% | −42,291−56.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 32,600 | $2.94M | 0.16% | −5,216−13.8% | Reduced |
| USS Investment Management Ltd | 31,992 | $2.88M | 0.01% | +1,546+5.1% | Added |
| Private Advisor Group, LLC | 31,870 | $2.87M | 0.01% | +2,491+8.5% | Added |
| NEOS Investment Management LLC | 30,806 | $2.78M | 0.01% | −1,249−3.9% | Reduced |
| National Bank of Canada | 30,574 | $2.76M | 0.00% | −39,111−56.1% | Reduced |
| British Columbia Investment Management Corp | 30,283 | $2.73M | 0.02% | −9,181−23.3% | Reduced |
| Vident Advisory, LLC | 30,110 | $2.71M | 0.02% | +1,794+6.3% | Added |
| Janney Montgomery Scott LLC | 30,015 | $2.71M | 0.01% | +9,499+46.3% | Added |
| Rakuten Investment Management, Inc. | 30,452 | $2.69M | 0.01% | +3,184+11.7% | Added |
| New York Life Investment Management LLC | 29,665 | $2.67M | 0.02% | +362+1.2% | Added |
| Claro Advisors LLC | 29,135 | $2.63M | 0.32% | +2,157+8.0% | Added |
| Nissay Asset Management Corp | 28,847 | $2.60M | 0.01% | +48+0.2% | Added |
| Susquehanna International Group, LLP | 28,014 | $2.52M | 0.00% | −56,162−66.7% | Reduced |
| Natixis | 27,416 | $2.47M | 0.01% | −26,602−49.2% | Reduced |
| Ensign Peak Advisors, Inc | 26,572 | $2.39M | 0.00% | −2,954−10.0% | Reduced |
| Jones Financial Companies LLLP | 27,405 | $2.39M | 0.00% | +7,092+34.9% | Added |
| UniSuper Management Pty Ltd | 26,382 | $2.38M | 0.02% | −964−3.5% | Reduced |
| Simon Quick Advisors, LLC | 26,255 | $2.37M | 0.11% | +1,796+7.3% | Added |
| Janus Henderson Group PLC | 25,752 | $2.32M | 0.00% | −1,195−4.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | $2.31M | 0.02% | 00.0% | Unchanged |
| Columbus Macro, LLC | 25,418 | $2.29M | 0.24% | +240+1.0% | Added |
| Man Group plc | 25,349 | $2.28M | 0.00% | −119,482−82.5% | Reduced |
| Zions Bancorporation, National Association | 25,018 | $2.25M | 0.15% | +24,836+13,646.2% | Added |
| Ostrum Asset Management | 24,965 | $2.25M | 0.13% | +3,822+18.1% | Added |
| Allstate Corp | 24,849 | $2.24M | 0.02% | +10,835+77.3% | Added |
| Heritage Trust Co | 24,824 | $2.24M | 0.22% | +4,491+22.1% | Added |
| Toroso Investments, LLC | 24,784 | $2.23M | 0.01% | +24,784 | New |
| Hohimer Wealth Management, LLC | 24,697 | $2.23M | 0.27% | +30.0% | Added |
| Credit Agricole S A | 24,507 | $2.21M | 0.01% | −57,949−70.3% | Reduced |
| HighTower Advisors, LLC | 24,446 | $2.20M | 0.00% | +8,406+52.4% | Added |
| OP Asset Management Ltd | 23,394 | $2.11M | 0.02% | −1,952−7.7% | Reduced |
| Guggenheim Capital LLC | 23,044 | $2.08M | 0.02% | +16,499+252.1% | Added |
| Yousif Capital Management, LLC | 22,872 | $2.06M | 0.02% | −1,008−4.2% | Reduced |
| Estate Counselors, LLC | 22,708 | $2.05M | 0.18% | +22,708 | New |
| Siemens Fonds Invest GmbH | 22,676 | $2.04M | 0.12% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 22,637 | $2.04M | 0.03% | −200−0.9% | Reduced |
| MAI Capital Management | 22,471 | $2.02M | 0.01% | −72−0.3% | Reduced |
| Sanctuary Advisors, LLC | 22,148 | $2.00M | 0.01% | +2,537+12.9% | Added |
| Impax Asset Management Group plc | 22,113 | $1.99M | 0.01% | +8,663+64.4% | Added |
| Jefferies Financial Group Inc. | 22,000 | $1.98M | 0.02% | −131−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,524 | $1.94M | 0.00% | +624+3.0% | Added |
| Verdence Capital Advisors LLC | 21,416 | $1.93M | 0.11% | +12,174+131.7% | Added |
| Dakota Wealth Management | 21,367 | $1.93M | 0.04% | −3,523−14.2% | Reduced |
| Mutual of America Capital Management LLC | 21,043 | $1.90M | 0.02% | −425−2.0% | Reduced |
| Davenport & Co LLC | 20,985 | $1.89M | 0.01% | +20,985 | New |
| V-Square Quantitative Management LLC | 20,799 | $1.87M | 0.20% | +1,301+6.7% | Added |
| Thrivent Financial for Lutherans | 20,786 | $1.87M | 0.00% | +460+2.3% | Added |
| Virtus Investment Advisers, Inc. | 20,576 | $1.85M | 0.51% | +20,576 | New |
| Assetmark, Inc | 20,227 | $1.82M | 0.00% | +10,325+104.3% | Added |
| MML Investors Services, LLC | 20,126 | $1.81M | 0.01% | +13,894+222.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 19,964 | $1.80M | 1.72% | +1,140+6.1% | Added |
| Osmosis Investment Management UK Ltd | 19,828 | $1.79M | 0.05% | +2,927+17.3% | Added |
| State of Alaska, Department of Revenue | 19,599 | $1.77M | 0.02% | −430−2.1% | Reduced |
| Foster Group, Inc. | 19,538 | $1.76M | 0.05% | +489+2.6% | Added |
| Picton Mahoney Asset Management | 19,436 | $1.75M | 0.02% | +10,001+106.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,111 | $1.75M | 0.01% | +10,700+127.2% | Added |
| BBR Partners, LLC | 19,298 | $1.74M | 0.10% | −2,703−12.3% | Reduced |
| Holocene Advisors, LP | 19,232 | $1.73M | 0.00% | −44,804−70.0% | Reduced |
| Pinebridge Investments LLC | 19,116 | $1.72M | 0.01% | +6,225+48.3% | Added |
| Atria Investments LLC | 19,073 | $1.72M | 0.02% | +11,567+154.1% | Added |
| Commerce Bank | 18,927 | $1.71M | 0.01% | +412+2.2% | Added |
| US Bancorp | 18,819 | $1.70M | 0.00% | +219+1.2% | Added |
| ASR Vermogensbeheer N.V. | 18,699 | $1.68M | 0.02% | +462+2.5% | Added |
| GoalVest Advisory LLC | 18,568 | $1.67M | 0.33% | −2,940−13.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,488 | $1.66M | 0.01% | +12,027+186.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,258 | $1.65M | 0.00% | −9,367−33.9% | Reduced |
| Cresset Asset Management, LLC | 18,101 | $1.63M | 0.01% | +1,393+8.3% | Added |
| Rockefeller Capital Management L.P. | 17,737 | $1.60M | 0.00% | −1,806−9.2% | Reduced |
| Neuberger Berman Group LLC | 17,689 | $1.59M | 0.00% | +2,618+17.4% | Added |
| Kestra Advisory Services, LLC | 17,649 | $1.59M | 0.01% | +3,970+29.0% | Added |
| Public Employees Retirement Association of Colorado | 17,611 | $1.59M | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,140 | $1.54M | 0.02% | −60−0.3% | Reduced |
| Invst, LLC | 17,091 | $1.54M | 0.17% | +17,091 | New |
| RSM US Wealth Management LLC | 17,015 | $1.53M | 0.02% | +385+2.3% | Added |
| Farther Finance Advisors, LLC | 17,002 | $1.53M | 0.01% | +1,403+9.0% | Added |
| Commonwealth Retirement Investments LLC | 16,923 | $1.52M | 0.47% | +1,176+7.5% | Added |
| Gulf International Bank (UK) Ltd | 16,877 | $1.52M | 0.03% | +4,614+37.6% | Added |
| Handelsbanken Fonder AB | 16,834 | $1.52M | 0.01% | −3,248−16.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 16,694 | $1.50M | 0.02% | +41+0.2% | Added |
| SummitTX Capital, L.P. | 16,511 | $1.49M | 0.05% | −43,627−72.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 16,500 | $1.49M | 0.03% | +16,500 | New |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.49M | 0.01% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 16,284 | $1.47M | 0.03% | −97−0.6% | Reduced |
| Impact Partnership Wealth, LLC | 16,053 | $1.45M | 0.18% | +11,647+264.3% | Added |
| Brookstone Capital Management | 15,876 | $1.43M | 0.02% | +12,895+432.6% | Added |
| Investment Management Corp of Ontario | 15,737 | $1.42M | 0.02% | +700+4.7% | Added |
| Sequoia Financial Advisors, LLC | 15,659 | $1.41M | 0.01% | +884+6.0% | Added |