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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, 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
13
−2 vs. Q2 2026
Shares held
39.2K
−2.41K (−5.8%) vs. Q2 2026
Total value
$4.38M
−$96.9K (−2.2%) vs. Q2 2026
New holders
0
5 more added
Sold out
2
2 more reduced

946 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
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value held
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$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
InstitutionSharesValue% of portfolioChange in sharesAction
Invst, LLC––––Not filed
Merit Financial Group, LLC––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
Gulf International Bank (UK) Ltd––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
GWM Advisors LLC––––Not filed
Jane Street Group, LLC––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
USS Investment Management Ltd––––Not filed
Bridgewater Associates, LP––––Not filed
Modern Wealth Management, LLC––––Not filed
Donoghue Forlines LLC––––Not filed
Neo Ivy Capital Management––––Not filed
Stance Capital LLC––––Not filed
PSI Advisors, LLC––––Not filed
Kestra Advisory Services, LLC––––Not filed
Commonwealth Retirement Investments LLC––––Not filed
Mizuho Securities USA LLC––––Not filed
Saudi Central Bank––––Not filed
Schroder Investment Management Group––––Not filed
Jefferies Financial Group Inc.––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Pacer Advisors, Inc.––––Not filed
D.A. Davidson & Co.––––Not filed
Frec Markets, Inc.––––Not filed
Summit Trail Advisors, LLC––––Not filed
Investment Management Corp of Ontario––––Not filed
Benjamin Edwards Inc––––Not filed
Bayview Asset Management, LLC––––Not filed
Kentucky Retirement Systems––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Wellington Management Group LLP––––Not filed
Resources Investment Advisors, LLC.––––Not filed
Fideuram - Intesa Sanpaolo Private Banking S.P.A.––––Not filed
Hartford Investment Management Co––––Not filed
CAPROCK Group, Inc.––––Not filed
Nomura Holdings Inc––––Not filed
JSF Financial, LLC––––Not filed
Forty-three Eighteen Advisors, LLC––––Not filed
Ieq Capital, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Mork Capital Management, LLC––––Not filed
Woodline Partners LP––––Not filed
Atlas Capital Advisors LLC––––Not filed
AssuredPartners Investment Advisors, LLC––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Norinchukin Bank, The––––Not filed
Omers Administration Corp––––Not filed
Ascent Group, LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Abn Amro Investment Solutions––––Not filed
Legacy Financial Group LLC––––Not filed
West Bancorporation Inc––––Not filed
Guggenheim Capital LLC––––Not filed
Gilbert & Cook, Inc.––––Not filed
Private Advisor Group, LLC––––Not filed
Montag A & Associates Inc––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Maryland State Retirement & Pension System––––Not filed
Raleigh Capital Management Inc.––––Not filed
Martin Capital Partners, LLC––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Greenwood Capital Associates LLC––––Not filed
Intech Investment Management LLC––––Not filed
Quadrant Capital Group LLC––––Not filed
Park Avenue Securities LLC––––Not filed
Osmosis Investment Management UK Ltd––––Not filed
Park Edge Advisors, LLC––––Not filed
Mount Lucas Management LP––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
Brighton Jones LLC––––Not filed
Louisiana State Employees Retirement System––––Not filed
Bessemer Group Inc––––Not filed
Thrivent Financial for Lutherans––––Not filed
KC Investment Advisors, LLC––––Not filed
New Mexico Educational Retirement Board––––Not filed
Horizon Investments, LLC––––Not filed
Lido Advisors, LLC––––Not filed
Plato Investment Management Ltd––––Not filed
Fulton Bank, N.A.––––Not filed
Oak Thistle LLC––––Not filed
Basepoint Wealth LLC––––Not filed
GAMMA Investing LLC––––Not filed
Everence Capital Management Inc––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
Syon Capital LLC––––Not filed
Natixis––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Holderness Investments Co––––Not filed
South Dakota Investment Council––––Not filed
Pinnacle Associates Ltd––––Not filed
M&T Bank Corp––––Not filed
Exchange Traded Concepts, LLC––––Not filed
Sterling Capital Management LLC––––Not filed
HB Wealth Management, LLC––––Not filed