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
Great West Life Assurance Co	–	–	–	–	Not filed
Colony Group, LLC	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
Standard Life Aberdeen plc	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Russell Investments Group, Ltd.	–	–	–	–	Not filed
Capital Management Corp	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
La Banque Postale Asset Management SA	–	–	–	–	Not filed
Mairs & Power Inc	–	–	–	–	Not filed
APG Asset Management N.V.	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Danske Bank A/S	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
Goelzer Investment Management, Inc.	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
Principal Securities, Inc.	–	–	–	–	Not filed
Korea Investment CORP	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Candriam Luxembourg S.C.A.	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Mitsubishi UFJ Trust & Banking Corp	–	–	–	–	Not filed
Azimuth Capital Investment Management LLC	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
Chevy Chase Trust Holdings, Inc.	–	–	–	–	Not filed
Nomura Asset Management Co Ltd	–	–	–	–	Not filed
Illinois Municipal Retirement Fund	–	–	–	–	Not filed
Treasurer of the State of North Carolina	–	–	–	–	Not filed
Asset Management One Co.,Ltd.	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Royal London Asset Management Ltd	–	–	–	–	Not filed
Cambria Investment Management, L.P.	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Citadel Advisors LLC	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
Macquarie Group Ltd	–	–	–	–	Not filed
State of Tennessee, Treasury Department	–	–	–	–	Not filed
Mackenzie Financial Corp	–	–	–	–	Not filed
AMG National Trust Bank	–	–	–	–	Not filed
DMKC Advisory Services, LLC	–	–	–	–	Not filed
CIBC Asset Management Inc	–	–	–	–	Not filed
SEB Asset Management AB	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Wealthfront Advisers LLC	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
Toronto Dominion Bank	–	–	–	–	Not filed
Chase Investment Counsel Corp	–	–	–	–	Not filed
Edentree Asset Management Ltd	–	–	–	–	Not filed
Nordea Investment Management AB	–	–	–	–	Not filed
Ci Investments Inc.	–	–	–	–	Not filed
Empowered Funds, LLC	–	–	–	–	Not filed
State of New Jersey Common Pension Fund D	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
Lansforsakringar Fondforvaltning AB (publ)	–	–	–	–	Not filed
Resona Asset Management Co.,Ltd.	–	–	–	–	Not filed
Mn Services Vermogensbeheer B.V.	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
Unison Advisors LLC	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
Kerusso Capital Management LLC	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
Dean Investment Associates, LLC	–	–	–	–	Not filed
Rafferty Asset Management, LLC	–	–	–	–	Not filed
Public Sector Pension Investment Board	–	–	–	–	Not filed
Czech National Bank	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
State of Michigan Retirement System	–	–	–	–	Not filed
Truist Financial Corp	–	–	–	–	Not filed
Nomura Asset Management International Inc.	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
IFM Investors Pty Ltd	–	–	–	–	Not filed
SEI Investments Co	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Ethic Inc.	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Tudor Investment Corp Et Al	–	–	–	–	Not filed
DnB Asset Management AS	–	–	–	–	Not filed
MetLife Investment Management	–	–	–	–	Not filed
Kinneret Advisory, LLC	–	–	–	–	Not filed
Groupe la Francaise	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Mirae Asset Global ETFs Holdings Ltd.	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	–	–	–	–	Not filed