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
CIBC World Markets Inc.	–	–	–	–	Not filed
Oddo BHF Asset Management SAS	–	–	–	–	Not filed
Financial Advisory Service, Inc.	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
ProShare Advisors LLC	–	–	–	–	Not filed
Retirement Systems of Alabama	–	–	–	–	Not filed
Advisors Asset Management, Inc.	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Man Group plc	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Pinebridge Investments LLC	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Daiwa Securities Group Inc.	–	–	–	–	Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	–	–	–	–	Not filed
CI Private Wealth, LLC	–	–	–	–	Not filed
Avantax Planning Partners, Inc.	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Freestone Capital Holdings, LLC	–	–	–	–	Not filed
Amalgamated Bank	–	–	–	–	Not filed
Rakuten Investment Management, Inc.	–	–	–	–	Not filed
Jupiter Asset Management Ltd	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
Utah Retirement Systems	–	–	–	–	Not filed
British Columbia Investment Management Corp	–	–	–	–	Not filed
NEOS Investment Management LLC	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
Vident Advisory, LLC	–	–	–	–	Not filed
B. Metzler seel. Sohn & Co. AG	–	–	–	–	Not filed
PEAK6 LLC	–	–	–	–	Not filed
Lazard Asset Management LLC	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
New York Life Investment Management LLC	–	–	–	–	Not filed
Foster & Motley Inc	–	–	–	–	Not filed
Nissay Asset Management Corp	–	–	–	–	Not filed
Claro Advisors LLC	–	–	–	–	Not filed
Handelsbanken Fonder AB	–	–	–	–	Not filed
Munich Reinsurance Co Stock Corp in Munich	–	–	–	–	Not filed
MML Investors Services, LLC	–	–	–	–	Not filed
Centric Wealth Management	–	–	–	–	Not filed
Dorsey & Whitney Trust CO LLC	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
VCI Wealth Management LLC	–	–	–	–	Not filed
Bank of Nova Scotia	–	–	–	–	Not filed
Ostrum Asset Management	–	–	–	–	Not filed
Davenport & Co LLC	–	–	–	–	Not filed
Simon Quick Advisors, LLC	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
Savant Capital, LLC	–	–	–	–	Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Columbus Macro, LLC	–	–	–	–	Not filed
Wiregrass Investment Management LLC	–	–	–	–	Not filed
Heritage Trust Co	–	–	–	–	Not filed
Hohimer Wealth Management, LLC	–	–	–	–	Not filed
OP Asset Management Ltd	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
HighTower Advisors, LLC	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
Siemens Fonds Invest GmbH	–	–	–	–	Not filed
Impax Asset Management Group plc	–	–	–	–	Not filed
Elo Mutual Pension Insurance Co	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Estate Counselors, LLC	–	–	–	–	Not filed
Atria Investments LLC	–	–	–	–	Not filed
Verdence Capital Advisors LLC	–	–	–	–	Not filed
Avanza Fonder AB	–	–	–	–	Not filed
Wiley Bros.-Aintree Capital, LLC	–	–	–	–	Not filed
V-Square Quantitative Management LLC	–	–	–	–	Not filed
Mutual of America Capital Management LLC	–	–	–	–	Not filed
HRT Financial LP	–	–	–	–	Not filed
Dakota Wealth Management	–	–	–	–	Not filed
Weaver C. Barksdale & Associates, Inc.	–	–	–	–	Not filed
Toroso Investments, LLC	–	–	–	–	Not filed
Foster Group, Inc.	–	–	–	–	Not filed
BBR Partners, LLC	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
Alerus Financial NA	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
Commerce Bank	–	–	–	–	Not filed
UniSuper Management Pty Ltd	–	–	–	–	Not filed
Mediolanum International Funds Ltd	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Grantham, Mayo, Van Otterloo & Co. LLC	–	–	–	–	Not filed
Virtus Investment Advisers, Inc.	–	–	–	–	Not filed
Neuberger Berman Group LLC	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Crossmark Global Holdings, Inc.	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Brookstone Capital Management	–	–	–	–	Not filed
Invst, LLC	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed