Principal Financial Group Inc

PFG

Exchange: Nasdaq
Industry: Accident & Health Insurance
SEC CIK: 0001126328

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Principal Financial Group Inc as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 11; −1 vs. Q2 2026
Shares held: 29.9K; −649 (−2.1%) vs. Q2 2026
Total value: $3.35M; +$54.4K (+1.7%) vs. Q2 2026
New holders: 0; 4 more added
Sold out: 1; 2 more reduced

949 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders

Value held

Institutions holding PFG and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2026.

Institutions holding PFG in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
GoalVest Advisory LLC	18,292	$2.05M	0.35%	−45−0.2%	Reduced
First Citizens Financial Corp	3,388	$379.3K	0.16%	00.0%	Unchanged
CX Institutional	2,851	$319.0K	0.01%	+43+1.5%	Added
Rockland Trust Co	2,243	$251.1K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	1,317	$147.5K	0.01%	+24+1.9%	Added
Tompkins Financial Corp	650	$72.8K	0.01%	00.0%	Unchanged
Massmutual Trust Co FSB	453	$50.7K	0.00%	−32−6.6%	Reduced
Planning Strategies Inc.	207	$23.2K	0.01%	+1+0.5%	Added
Eastern Bank	188	$21.0K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	150	$16.8K	0.00%	00.0%	Unchanged
Burkett Financial Services, LLC	141	$15.8K	0.00%	+1+0.7%	Added
Park National Corp	0	$0	0.00%	−641−100.0%	Sold out
BlackRock, Inc.	–	–	–	–	Not filed
Nippon Life Insurance Co	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
Capital World Investors	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
UBS Asset Management Americas Inc	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
AustralianSuper Pty Ltd	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
Raymond James Financial Inc	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
Swiss National Bank	–	–	–	–	Not filed
Healthcare of Ontario Pension Plan Trust Fund	–	–	–	–	Not filed
National Pension Service	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Sumitomo Mitsui Trust Holdings, Inc.	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
Virginia Retirement Systems Et Al	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
California Public Employees Retirement System	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
Massachusetts Financial Services Co	–	–	–	–	Not filed
Caisse de Depot Et Placement du Quebec	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Citigroup Inc	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
North Star Asset Management Inc	–	–	–	–	Not filed
Conning Inc.	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
Wedge Capital Management L L P	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Gotham Asset Management, LLC	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
Arrowstreet Capital, Limited Partnership	–	–	–	–	Not filed
Price T Rowe Associates Inc	–	–	–	–	Not filed
Eurizon Capital SGR S.p.A.	–	–	–	–	Not filed
Fort Washington Investment Advisors Inc	–	–	–	–	Not filed
AE Wealth Management LLC	–	–	–	–	Not filed
Trust Point Inc.	–	–	–	–	Not filed
STRS Ohio	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Acadian Asset Management LLC	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
GW Henssler & Associates Ltd	–	–	–	–	Not filed
Sound Income Strategies, LLC	–	–	–	–	Not filed
Teacher Retirement System of Texas	–	–	–	–	Not filed
Mirae Asset Global Investments Co., Ltd.	–	–	–	–	Not filed
Adams Diversified Equity Fund, Inc.	–	–	–	–	Not filed
Swedbank AB	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
Allianz Asset Management GmbH	–	–	–	–	Not filed
Storebrand Asset Management AS	–	–	–	–	Not filed
State Board of Administration of Florida Retirement System	–	–	–	–	Not filed
Aviva PLC	–	–	–	–	Not filed
Robeco Institutional Asset Management B.V.	–	–	–	–	Not filed
ASR Vermogensbeheer N.V.	–	–	–	–	Not filed