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, Q2 2026
Institutional positions in Principal Financial Group Inc as of Jun 30, 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
- 961
- +57 vs. Q1 2026
- Shares held
- 170.6M
- +2.18M (+1.3%) vs. Q1 2026
- Total value
- $18.4B
- +$3.21B (+21.1%) vs. Q1 2026
- New holders
- 113
- 393 more added
- Sold out
- 56
- 273 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,014,673 | $2.16B | 0.03% | −307,685−1.5% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.95B | 32.37% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 13,479,468 | $1.45B | 0.03% | +5,2600.0% | Added |
| Vanguard Portfolio Management LLC | 11,266,018 | $1.21B | 0.05% | +1,1840.0% | Added |
| State Street Corp | 10,264,856 | $1.11B | 0.03% | +85,014+0.8% | Added |
| Bank of America Corp | 6,884,023 | $742.0M | 0.05% | −1,935,429−21.9% | Reduced |
| Charles Schwab Investment Management Inc | 6,502,068 | $700.8M | 0.09% | +578,132+9.8% | Added |
| Capital World Investors | 6,040,005 | $651.0M | 0.08% | +13,124+0.2% | Added |
| Geode Capital Management, LLC | 5,681,672 | $610.0M | 0.03% | +21,005+0.4% | Added |
| Dimensional Fund Advisors LP | 3,923,279 | $422.9M | 0.08% | +36,770+0.9% | Added |
| Invesco Ltd. | 3,771,641 | $406.5M | 0.03% | +229,659+6.5% | Added |
| Northern Trust Corp | 3,249,703 | $350.3M | 0.04% | −84,003−2.5% | Reduced |
| Morgan Stanley | 2,988,144 | $322.1M | 0.02% | −18,143−0.6% | Reduced |
| Goldman Sachs Group Inc | 2,500,019 | $269.5M | 0.03% | −254,258−9.2% | Reduced |
| AQR Capital Management LLC | 2,315,065 | $249.5M | 0.09% | −141,668−5.8% | Reduced |
| UBS Asset Management Americas Inc | 2,216,125 | $238.9M | 0.04% | +244,550+12.4% | Added |
| Norges Bank | 2,014,675 | $217.1M | 0.02% | +2,014,675 | New |
| Legal & General Group Plc | 1,529,483 | $164.8M | 0.03% | −165,113−9.7% | Reduced |
| JPMorgan Chase & Co | 1,472,797 | $159.8M | 0.01% | +283,204+23.8% | Added |
| UBS Group AG | 1,296,073 | $139.7M | 0.02% | +129,343+11.1% | Added |
| Deutsche Bank AG | 1,231,533 | $132.7M | 0.04% | −152,110−11.0% | Reduced |
| Bank of New York Mellon Corp | 1,153,947 | $124.4M | 0.02% | −36,606−3.1% | Reduced |
| HSBC Holdings PLC | 1,153,117 | $124.3M | 0.06% | +372,374+47.7% | Added |
| LPL Financial LLC | 1,134,085 | $122.2M | 0.03% | +405,621+55.7% | Added |
| Vanguard Fiduciary Trust Co | 1,120,944 | $120.8M | 0.03% | −9,232−0.8% | Reduced |
| Federated Hermes, Inc. | 972,814 | $104.8M | 0.15% | +391,467+67.3% | Added |
| Royal Bank of Canada | 924,893 | $99.7M | 0.02% | +47,248+5.4% | Added |
| Amundi | 895,365 | $96.5M | 0.02% | −256,452−22.3% | Reduced |
| American Century Companies Inc | 874,031 | $94.2M | 0.04% | +282,803+47.8% | Added |
| AustralianSuper Pty Ltd | 769,378 | $82.9M | 0.36% | −168,095−17.9% | Reduced |
| Victory Capital Management Inc | 759,254 | $81.8M | 0.05% | +31,330+4.3% | Added |
| Wells Fargo & Company | 755,407 | $81.4M | 0.01% | +176,797+30.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 754,096 | $81.3M | 0.08% | +246,521+48.6% | Added |
| Raymond James Financial Inc | 683,606 | $73.7M | 0.02% | +81,409+13.5% | Added |
| Barclays PLC | 665,971 | $71.8M | 0.02% | −60,165−8.3% | Reduced |
| Swiss National Bank | 611,500 | $65.9M | 0.03% | −33,300−5.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 591,790 | $63.8M | 0.09% | −1410.0% | Reduced |
| National Pension Service | 537,896 | $58.0M | 0.04% | +406,427+309.1% | Added |
| BNP Paribas Arbitrage, SA | 534,331 | $57.6M | 0.03% | −32,033−5.7% | Reduced |
| Nuveen, LLC | 518,497 | $55.9M | 0.01% | −85,418−14.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 503,256 | $54.2M | 0.03% | +22,854+4.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 482,776 | $52.0M | 0.03% | −27,118−5.3% | Reduced |
| Vanguard Asset Management, Ltd | 480,845 | $51.8M | 0.04% | +28,519+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 468,554 | $50.5M | 0.24% | +51,690+12.4% | Added |
| FMR LLC | 462,810 | $49.9M | 0.00% | −81,116−14.9% | Reduced |
| Virginia Retirement Systems Et Al | 438,113 | $47.2M | 0.28% | +26,313+6.4% | Added |
| Vanguard Global Advisers, LLC | 430,966 | $46.4M | 0.02% | −7,690−1.8% | Reduced |
| California Public Employees Retirement System | 416,664 | $44.9M | 0.03% | +6,244+1.5% | Added |
| Rhumbline Advisers | 414,014 | $44.6M | 0.03% | −31,238−7.0% | Reduced |
| Massachusetts Financial Services Co | 404,317 | $43.6M | 0.01% | −15,718−3.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 401,650 | $43.3M | 0.06% | +390,641+3,548.4% | Added |
| KBC Group NV | 393,837 | $42.4M | 0.09% | −3,008−0.8% | Reduced |
| Citigroup Inc | 388,059 | $41.8M | 0.02% | +185,304+91.4% | Added |
| Envestnet Asset Management Inc | 378,972 | $40.8M | 0.01% | +50,877+15.5% | Added |
| North Star Asset Management Inc | 370,523 | $39.9M | 1.57% | −11,522−3.0% | Reduced |
| Conning Inc. | 363,250 | $39.2M | 1.17% | −35,220−8.8% | Reduced |
| California State Teachers Retirement System | 355,366 | $38.3M | 0.04% | −42,508−10.7% | Reduced |
| Wedge Capital Management L L P | 347,146 | $37.4M | 0.62% | −43,206−11.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 343,281 | $37.0M | 0.07% | +79,765+30.3% | Added |
| Gotham Asset Management, LLC | 312,152 | $33.6M | 0.08% | +133,701+74.9% | Added |
| Franklin Resources Inc | 308,682 | $33.3M | 0.01% | +28,920+10.3% | Added |
| Arrowstreet Capital, Limited Partnership | 298,736 | $32.2M | 0.01% | +96,855+48.0% | Added |
| Price T Rowe Associates Inc | 289,846 | $31.2M | 0.00% | +5,894+2.1% | Added |
| Eurizon Capital SGR S.p.A. | 287,951 | $31.0M | 0.08% | −94,976−24.8% | Reduced |
| Fort Washington Investment Advisors Inc | 268,408 | $28.9M | 0.15% | −140,126−34.3% | Reduced |
| AE Wealth Management LLC | 257,878 | $27.8M | 0.13% | +30,330+13.3% | Added |
| Trust Point Inc. | 238,017 | $25.7M | 2.18% | −131,059−35.5% | Reduced |
| STRS Ohio | 237,625 | $25.6M | 0.10% | +232,420+4,465.3% | Added |
| Stifel Financial Corp | 229,363 | $24.7M | 0.02% | +23,549+11.4% | Added |
| Quantinno Capital Management LP | 227,694 | $24.5M | 0.03% | +29,202+14.7% | Added |
| Bank of Montreal | 226,559 | $24.4M | 0.01% | +57,178+33.8% | Added |
| Acadian Asset Management LLC | 226,343 | $24.4M | 0.03% | +39,459+21.1% | Added |
| SG Americas Securities, LLC | 224,983 | $24.2M | 0.01% | −102,377−31.3% | Reduced |
| Principal Financial Group Inc | 223,273 | $24.1M | 0.01% | −3,445−1.5% | Reduced |
| GW Henssler & Associates Ltd | 223,260 | $24.1M | 1.07% | −666−0.3% | Reduced |
| Sound Income Strategies, LLC | 222,669 | $24.0M | 1.08% | −21,265−8.7% | Reduced |
| Teacher Retirement System of Texas | 222,530 | $24.0M | 0.06% | −228,063−50.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 212,976 | $23.0M | 0.04% | +29,901+16.3% | Added |
| Adams Diversified Equity Fund, Inc. | 209,100 | $22.5M | 0.69% | 00.0% | Unchanged |
| Swedbank AB | 209,044 | $22.5M | 0.02% | +3,971+1.9% | Added |
| Cerity Partners LLC | 208,030 | $22.4M | 0.03% | +4,707+2.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 206,799 | $22.3M | 0.03% | −3,901−1.9% | Reduced |
| Allianz Asset Management GmbH | 201,525 | $21.7M | 0.02% | +57,100+39.5% | Added |
| Storebrand Asset Management AS | 198,253 | $21.4M | 0.05% | +26,211+15.2% | Added |
| State Board of Administration of Florida Retirement System | 197,264 | $21.3M | 0.04% | −5,732−2.8% | Reduced |
| Aviva PLC | 190,079 | $20.5M | 0.03% | −2,748−1.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 189,516 | $20.4M | 0.03% | +60,611+47.0% | Added |
| ASR Vermogensbeheer N.V. | 176,618 | $19.0M | 0.20% | +157,919+844.5% | Added |
| Great West Life Assurance Co | 175,378 | $18.9M | 0.03% | −27,705−13.6% | Reduced |
| Colony Group, LLC | 174,626 | $18.8M | 0.02% | +6,314+3.8% | Added |
| Alliancebernstein L.P. | 203,083 | $18.3M | 0.01% | −60,421−22.9% | Reduced |
| Standard Life Aberdeen plc | 166,010 | $17.9M | 0.03% | +3,548+2.2% | Added |
| New York State Teachers Retirement System | 163,938 | $17.7M | 0.03% | −1,111−0.7% | Reduced |
| State of Wisconsin Investment Board | 158,031 | $17.0M | 0.03% | −42,677−21.3% | Reduced |
| Russell Investments Group, Ltd. | 154,510 | $16.7M | 0.01% | −3,443−2.2% | Reduced |
| Capital Management Corp | 152,083 | $16.4M | 2.46% | +144+0.1% | Added |
| Ameriprise Financial Inc | 146,285 | $15.8M | 0.00% | −64,639−30.6% | Reduced |
| Los Angeles Capital Management LLC | 145,637 | $15.7M | 0.06% | +144,600+13,944.1% | Added |
| Federation des caisses Desjardins du Quebec | 145,051 | $15.6M | 0.05% | +106,628+277.5% | Added |
| Cetera Investment Advisers | 144,930 | $15.6M | 0.01% | +13,202+10.0% | Added |