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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 9,964 | $1.07M | 0.00% | +460+4.8% | Added |
| Louisiana State Employees Retirement System | 10,000 | $1.08M | 0.02% | −100−1.0% | Reduced |
| Brighton Jones LLC | 10,045 | $1.08M | 0.02% | +179+1.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,133 | $1.09M | 0.01% | −8,355−45.2% | Reduced |
| Mount Lucas Management LP | 10,153 | $1.09M | 0.39% | +317+3.2% | Added |
| Osmosis Investment Management UK Ltd | 10,236 | $1.10M | 0.05% | −9,592−48.4% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $1.10M | 0.24% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,280 | $1.11M | 0.01% | −593−5.5% | Reduced |
| Quadrant Capital Group LLC | 10,348 | $1.12M | 0.03% | +256+2.5% | Added |
| Intech Investment Management LLC | 10,350 | $1.12M | 0.01% | +2,141+26.1% | Added |
| Greenwood Capital Associates LLC | 10,424 | $1.12M | 0.11% | −304−2.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,463 | $1.13M | 0.10% | −646−5.8% | Reduced |
| Martin Capital Partners, LLC | 10,711 | $1.15M | 0.42% | −33−0.3% | Reduced |
| Raleigh Capital Management Inc. | 10,833 | $1.17M | 0.37% | +3,030+38.8% | Added |
| Maryland State Retirement & Pension System | 11,348 | $1.22M | 0.02% | +505+4.7% | Added |
| Laird Norton Trust Company, LLC | 11,432 | $1.23M | 0.02% | +795+7.5% | Added |
| Montag A & Associates Inc | 11,512 | $1.24M | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,631 | $1.25M | 0.01% | −20,239−63.5% | Reduced |
| Gilbert & Cook, Inc. | 11,645 | $1.26M | 0.14% | −59−0.5% | Reduced |
| Guggenheim Capital LLC | 11,654 | $1.26M | 0.01% | −11,390−49.4% | Reduced |
| West Bancorporation Inc | 11,714 | $1.26M | 0.54% | +1,104+10.4% | Added |
| Legacy Financial Group LLC | 11,754 | $1.27M | 0.14% | −14−0.1% | Reduced |
| Abn Amro Investment Solutions | 11,786 | $1.27M | 0.01% | +1,522+14.8% | Added |
| Glenmede Trust Co NA | 11,859 | $1.28M | 0.01% | −124−1.0% | Reduced |
| Ascent Group, LLC | 11,947 | $1.29M | 0.04% | +864+7.8% | Added |
| Omers Administration Corp | 12,079 | $1.30M | 0.01% | +1,317+12.2% | Added |
| Norinchukin Bank, The | 12,110 | $1.31M | 0.01% | −69−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 12,158 | $1.31M | 0.01% | +74+0.6% | Added |
| AssuredPartners Investment Advisors, LLC | 12,257 | $1.32M | 0.13% | −1,279−9.4% | Reduced |
| Atlas Capital Advisors LLC | 12,278 | $1.32M | 0.14% | +4,097+50.1% | Added |
| Woodline Partners LP | 12,347 | $1.33M | 0.00% | +3,778+44.1% | Added |
| Mork Capital Management, LLC | 12,370 | $1.33M | 0.85% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,403 | $1.34M | 0.01% | −112−0.9% | Reduced |
| Ieq Capital, LLC | 12,451 | $1.34M | 0.01% | −45,523−78.5% | Reduced |
| Forty-three Eighteen Advisors, LLC | 12,471 | $1.34M | 0.90% | +12,471 | New |
| JSF Financial, LLC | 12,590 | $1.36M | 0.22% | +12,590 | New |
| Nomura Holdings Inc | 12,658 | $1.36M | 0.01% | +7,478+144.4% | Added |
| CAPROCK Group, Inc. | 13,005 | $1.40M | 0.03% | +393+3.1% | Added |
| Hartford Investment Management Co | 13,211 | $1.42M | 0.04% | −1,848−12.3% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 13,304 | $1.43M | 0.04% | +13,304 | New |
| Resources Investment Advisors, LLC. | 13,407 | $1.44M | 0.01% | +48+0.4% | Added |
| Wellington Management Group LLP | 13,666 | $1.47M | 0.00% | −759−5.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,688 | $1.48M | 0.06% | −468−3.3% | Reduced |
| Kentucky Retirement Systems | 13,738 | $1.48M | 0.04% | −8,864−39.2% | Reduced |
| Bayview Asset Management, LLC | 13,799 | $1.49M | 1.11% | +13,799 | New |
| Benjamin Edwards Inc | 13,816 | $1.49M | 0.01% | +1,898+15.9% | Added |
| Investment Management Corp of Ontario | 13,837 | $1.49M | 0.02% | −1,900−12.1% | Reduced |
| Summit Trail Advisors, LLC | 13,848 | $1.49M | 0.02% | +8+0.1% | Added |
| Frec Markets, Inc. | 13,897 | $1.50M | 0.13% | +7,031+102.4% | Added |
| D.A. Davidson & Co. | 14,224 | $1.53M | 0.01% | −731−4.9% | Reduced |
| Pacer Advisors, Inc. | 14,740 | $1.59M | 0.00% | +4,855+49.1% | Added |
| SRS Capital Advisors, Inc. | 14,791 | $1.59M | 0.01% | +10,961+286.2% | Added |
| Jefferies Financial Group Inc. | 14,959 | $1.61M | 0.01% | −7,041−32.0% | Reduced |
| Schroder Investment Management Group | 14,975 | $1.61M | 0.00% | −83−0.6% | Reduced |
| Saudi Central Bank | 15,178 | $1.64M | 0.02% | +7,069+87.2% | Added |
| Mizuho Securities USA LLC | 15,389 | $1.66M | 0.03% | +3,429+28.7% | Added |
| Commonwealth Retirement Investments LLC | 15,545 | $1.68M | 0.45% | −1,378−8.1% | Reduced |
| Kestra Advisory Services, LLC | 15,548 | $1.68M | 0.01% | −2,101−11.9% | Reduced |
| PSI Advisors, LLC | 15,704 | $1.69M | 0.39% | +635+4.2% | Added |
| Stance Capital LLC | 15,791 | $1.70M | 0.52% | +15,791 | New |
| Neo Ivy Capital Management | 15,807 | $1.70M | 0.39% | +15,807 | New |
| Donoghue Forlines LLC | 15,847 | $1.71M | 0.44% | −31,996−66.9% | Reduced |
| Modern Wealth Management, LLC | 15,883 | $1.71M | 0.02% | −401−2.5% | Reduced |
| Bridgewater Associates, LP | 16,012 | $1.73M | 0.01% | −204,910−92.8% | Reduced |
| USS Investment Management Ltd | 16,099 | $1.74M | 0.01% | −15,893−49.7% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 16,135 | $1.74M | 0.01% | +9,685+150.2% | Added |
| Jane Street Group, LLC | 16,279 | $1.75M | 0.00% | +7,816+92.4% | Added |
| GWM Advisors LLC | 16,336 | $1.76M | 0.01% | +3,897+31.3% | Added |
| OpenArc Corporate Advisory, LLC | 16,372 | $1.76M | 0.02% | −322−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.77M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 16,558 | $1.78M | 0.01% | +899+5.7% | Added |
| Gulf International Bank (UK) Ltd | 16,718 | $1.80M | 0.04% | −159−0.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 17,137 | $1.84M | 0.04% | +15,520+959.8% | Added |
| Merit Financial Group, LLC | 17,122 | $1.85M | 0.01% | +2,201+14.8% | Added |
| Invst, LLC | 17,156 | $1.85M | 0.18% | +65+0.4% | Added |
| Brookstone Capital Management | 17,233 | $1.86M | 0.02% | +1,357+8.5% | Added |
| Farther Finance Advisors, LLC | 17,247 | $1.86M | 0.01% | +245+1.4% | Added |
| Crossmark Global Holdings, Inc. | 17,305 | $1.87M | 0.02% | +165+1.0% | Added |
| RSM US Wealth Management LLC | 17,343 | $1.87M | 0.02% | +328+1.9% | Added |
| Rockefeller Capital Management L.P. | 17,573 | $1.89M | 0.00% | −164−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 17,611 | $1.90M | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 17,647 | $1.90M | 0.03% | +2,409+15.8% | Added |
| Neuberger Berman Group LLC | 17,973 | $1.94M | 0.00% | +284+1.6% | Added |
| Virtus Investment Advisers, Inc. | 18,072 | $1.95M | 0.45% | −2,504−12.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,258 | $1.97M | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 18,337 | $1.98M | 0.37% | −231−1.2% | Reduced |
| Cresset Asset Management, LLC | 18,460 | $1.99M | 0.01% | +359+2.0% | Added |
| Mediolanum International Funds Ltd | 18,516 | $2.01M | 0.02% | −97,033−84.0% | Reduced |
| UniSuper Management Pty Ltd | 18,672 | $2.01M | 0.01% | −7,710−29.2% | Reduced |
| Commerce Bank | 18,807 | $2.03M | 0.01% | −120−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 19,193 | $2.07M | 0.00% | +7,537+64.7% | Added |
| Alerus Financial NA | 19,207 | $2.07M | 0.09% | −18,140−48.6% | Reduced |
| State of Alaska, Department of Revenue | 19,261 | $2.08M | 0.02% | −338−1.7% | Reduced |
| BBR Partners, LLC | 19,297 | $2.08M | 0.10% | −10.0% | Reduced |
| Foster Group, Inc. | 19,715 | $2.12M | 0.06% | +177+0.9% | Added |
| Toroso Investments, LLC | 19,857 | $2.14M | 0.01% | −4,927−19.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 19,939 | $2.15M | 1.93% | −25−0.1% | Reduced |
| Dakota Wealth Management | 20,315 | $2.19M | 0.04% | −1,052−4.9% | Reduced |
| HRT Financial LP | 20,418 | $2.20M | 0.00% | +20,418 | New |
| Mutual of America Capital Management LLC | 20,431 | $2.20M | 0.02% | −612−2.9% | Reduced |