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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 308,682 | $33.3M | 0.01% | +28,920+10.3% | Added |
| Gotham Asset Management, LLC | 312,152 | $33.6M | 0.08% | +133,701+74.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 343,281 | $37.0M | 0.07% | +79,765+30.3% | Added |
| Wedge Capital Management L L P | 347,146 | $37.4M | 0.62% | −43,206−11.1% | Reduced |
| California State Teachers Retirement System | 355,366 | $38.3M | 0.04% | −42,508−10.7% | Reduced |
| Conning Inc. | 363,250 | $39.2M | 1.17% | −35,220−8.8% | Reduced |
| North Star Asset Management Inc | 370,523 | $39.9M | 1.57% | −11,522−3.0% | Reduced |
| Envestnet Asset Management Inc | 378,972 | $40.8M | 0.01% | +50,877+15.5% | Added |
| Citigroup Inc | 388,059 | $41.8M | 0.02% | +185,304+91.4% | Added |
| KBC Group NV | 393,837 | $42.4M | 0.09% | −3,008−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 401,650 | $43.3M | 0.06% | +390,641+3,548.4% | Added |
| Massachusetts Financial Services Co | 404,317 | $43.6M | 0.01% | −15,718−3.7% | Reduced |
| Rhumbline Advisers | 414,014 | $44.6M | 0.03% | −31,238−7.0% | Reduced |
| California Public Employees Retirement System | 416,664 | $44.9M | 0.03% | +6,244+1.5% | Added |
| Vanguard Global Advisers, LLC | 430,966 | $46.4M | 0.02% | −7,690−1.8% | Reduced |
| Virginia Retirement Systems Et Al | 438,113 | $47.2M | 0.28% | +26,313+6.4% | Added |
| FMR LLC | 462,810 | $49.9M | 0.00% | −81,116−14.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 468,554 | $50.5M | 0.24% | +51,690+12.4% | Added |
| Vanguard Asset Management, Ltd | 480,845 | $51.8M | 0.04% | +28,519+6.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 482,776 | $52.0M | 0.03% | −27,118−5.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 503,256 | $54.2M | 0.03% | +22,854+4.8% | Added |
| Nuveen, LLC | 518,497 | $55.9M | 0.01% | −85,418−14.1% | Reduced |
| BNP Paribas Arbitrage, SA | 534,331 | $57.6M | 0.03% | −32,033−5.7% | Reduced |
| National Pension Service | 537,896 | $58.0M | 0.04% | +406,427+309.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 591,790 | $63.8M | 0.09% | −1410.0% | Reduced |
| Swiss National Bank | 611,500 | $65.9M | 0.03% | −33,300−5.2% | Reduced |
| Barclays PLC | 665,971 | $71.8M | 0.02% | −60,165−8.3% | Reduced |
| Raymond James Financial Inc | 683,606 | $73.7M | 0.02% | +81,409+13.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 754,096 | $81.3M | 0.08% | +246,521+48.6% | Added |
| Wells Fargo & Company | 755,407 | $81.4M | 0.01% | +176,797+30.6% | Added |
| Victory Capital Management Inc | 759,254 | $81.8M | 0.05% | +31,330+4.3% | Added |
| AustralianSuper Pty Ltd | 769,378 | $82.9M | 0.36% | −168,095−17.9% | Reduced |
| American Century Companies Inc | 874,031 | $94.2M | 0.04% | +282,803+47.8% | Added |
| Amundi | 895,365 | $96.5M | 0.02% | −256,452−22.3% | Reduced |
| Royal Bank of Canada | 924,893 | $99.7M | 0.02% | +47,248+5.4% | Added |
| Federated Hermes, Inc. | 972,814 | $104.8M | 0.15% | +391,467+67.3% | Added |
| Vanguard Fiduciary Trust Co | 1,120,944 | $120.8M | 0.03% | −9,232−0.8% | Reduced |
| LPL Financial LLC | 1,134,085 | $122.2M | 0.03% | +405,621+55.7% | Added |
| HSBC Holdings PLC | 1,153,117 | $124.3M | 0.06% | +372,374+47.7% | Added |
| Bank of New York Mellon Corp | 1,153,947 | $124.4M | 0.02% | −36,606−3.1% | Reduced |
| Deutsche Bank AG | 1,231,533 | $132.7M | 0.04% | −152,110−11.0% | Reduced |
| UBS Group AG | 1,296,073 | $139.7M | 0.02% | +129,343+11.1% | Added |
| JPMorgan Chase & Co | 1,472,797 | $159.8M | 0.01% | +283,204+23.8% | Added |
| Legal & General Group Plc | 1,529,483 | $164.8M | 0.03% | −165,113−9.7% | Reduced |
| Norges Bank | 2,014,675 | $217.1M | 0.02% | +2,014,675 | New |
| UBS Asset Management Americas Inc | 2,216,125 | $238.9M | 0.04% | +244,550+12.4% | Added |
| AQR Capital Management LLC | 2,315,065 | $249.5M | 0.09% | −141,668−5.8% | Reduced |
| Goldman Sachs Group Inc | 2,500,019 | $269.5M | 0.03% | −254,258−9.2% | Reduced |
| Morgan Stanley | 2,988,144 | $322.1M | 0.02% | −18,143−0.6% | Reduced |
| Northern Trust Corp | 3,249,703 | $350.3M | 0.04% | −84,003−2.5% | Reduced |
| Invesco Ltd. | 3,771,641 | $406.5M | 0.03% | +229,659+6.5% | Added |
| Dimensional Fund Advisors LP | 3,923,279 | $422.9M | 0.08% | +36,770+0.9% | Added |
| Geode Capital Management, LLC | 5,681,672 | $610.0M | 0.03% | +21,005+0.4% | Added |
| Capital World Investors | 6,040,005 | $651.0M | 0.08% | +13,124+0.2% | Added |
| Charles Schwab Investment Management Inc | 6,502,068 | $700.8M | 0.09% | +578,132+9.8% | Added |
| Bank of America Corp | 6,884,023 | $742.0M | 0.05% | −1,935,429−21.9% | Reduced |
| State Street Corp | 10,264,856 | $1.11B | 0.03% | +85,014+0.8% | Added |
| Vanguard Portfolio Management LLC | 11,266,018 | $1.21B | 0.05% | +1,1840.0% | Added |
| Vanguard Capital Management LLC | 13,479,468 | $1.45B | 0.03% | +5,2600.0% | Added |
| Nippon Life Insurance Co | 18,137,000 | $1.95B | 32.37% | 00.0% | Unchanged |
| BlackRock, Inc. | 20,014,673 | $2.16B | 0.03% | −307,685−1.5% | Reduced |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −169,710−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −93,517−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −87,808−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −19,232−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −16,511−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −16,053−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −11,590−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,104−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −9,547−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −9,259−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −9,046−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −6,776−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −5,878−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −5,871−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −5,517−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −4,918−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,027−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,271−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −2,706−100.0% | Sold out |
| MASTERINVEST Kapitalanlage GmbH | 0 | $0 | 0.00% | −2,646−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,501−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,097−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |