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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 20,923 | $2.26M | 0.21% | +124+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 21,189 | $2.28M | 0.01% | +2,078+10.9% | Added |
| Avanza Fonder AB | 21,630 | $2.33M | 0.05% | +7,272+50.6% | Added |
| Verdence Capital Advisors LLC | 21,888 | $2.36M | 0.12% | +472+2.2% | Added |
| Atria Investments LLC | 22,018 | $2.37M | 0.02% | +2,945+15.4% | Added |
| Estate Counselors, LLC | 22,041 | $2.38M | 0.20% | −667−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,484 | $2.42M | 0.00% | +960+4.5% | Added |
| Elo Mutual Pension Insurance Co | 22,956 | $2.47M | 0.03% | −12,996−36.1% | Reduced |
| Impax Asset Management Group plc | 23,119 | $2.49M | 0.02% | +1,006+4.5% | Added |
| Siemens Fonds Invest GmbH | 23,202 | $2.50M | 0.12% | +526+2.3% | Added |
| Millennium Management LLC | 23,674 | $2.55M | 0.00% | +23,674 | New |
| Jupiter Topco LLC | 23,952 | $2.58M | 0.00% | +23,952 | New |
| Oregon Public Employees Retirement Fund | 24,137 | $2.60M | 0.03% | +1,500+6.6% | Added |
| HighTower Advisors, LLC | 24,361 | $2.63M | 0.00% | −85−0.3% | Reduced |
| MAI Capital Management | 24,419 | $2.63M | 0.01% | +1,948+8.7% | Added |
| OP Asset Management Ltd | 24,465 | $2.64M | 0.03% | +1,071+4.6% | Added |
| Hohimer Wealth Management, LLC | 24,699 | $2.66M | 0.27% | +20.0% | Added |
| Heritage Trust Co | 24,706 | $2.66M | 0.23% | −118−0.5% | Reduced |
| Wiregrass Investment Management LLC | 24,718 | $2.66M | 1.82% | +10,268+71.1% | Added |
| Columbus Macro, LLC | 25,195 | $2.72M | 0.26% | −223−0.9% | Reduced |
| US Bancorp | 25,365 | $2.73M | 0.00% | +6,546+34.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | $2.76M | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 27,911 | $2.77M | 0.01% | +13,728+96.8% | Added |
| Credit Agricole S A | 25,927 | $2.79M | 0.01% | +1,420+5.8% | Added |
| Simon Quick Advisors, LLC | 26,235 | $2.83M | 0.11% | −20−0.1% | Reduced |
| Davenport & Co LLC | 26,266 | $2.83M | 0.01% | +5,281+25.2% | Added |
| Ostrum Asset Management | 26,372 | $2.84M | 0.14% | +1,407+5.6% | Added |
| Bank of Nova Scotia | 26,449 | $2.85M | 0.00% | −6,158−18.9% | Reduced |
| VCI Wealth Management LLC | 26,611 | $2.87M | 0.72% | +13,507+103.1% | Added |
| Assetmark, Inc | 26,947 | $2.90M | 0.00% | +6,720+33.2% | Added |
| Yousif Capital Management, LLC | 27,233 | $2.94M | 0.03% | +4,361+19.1% | Added |
| Dorsey & Whitney Trust CO LLC | 27,916 | $3.01M | 0.15% | −4,684−14.4% | Reduced |
| Centric Wealth Management | 30,694 | $3.05M | 0.48% | 00.0% | Unchanged |
| MML Investors Services, LLC | 28,916 | $3.12M | 0.01% | +8,790+43.7% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 29,047 | $3.13M | 0.07% | −33,800−53.8% | Reduced |
| Handelsbanken Fonder AB | 29,084 | $3.13M | 0.01% | +12,250+72.8% | Added |
| Claro Advisors LLC | 29,358 | $3.16M | 0.33% | +223+0.8% | Added |
| Nissay Asset Management Corp | 29,380 | $3.17M | 0.01% | +533+1.8% | Added |
| Foster & Motley Inc | 29,615 | $3.19M | 0.15% | −5,058−14.6% | Reduced |
| New York Life Investment Management LLC | 29,630 | $3.19M | 0.02% | −35−0.1% | Reduced |
| Janney Montgomery Scott LLC | 29,848 | $3.22M | 0.01% | −167−0.6% | Reduced |
| Lazard Asset Management LLC | 31,071 | $3.35M | 0.01% | −20,886−40.2% | Reduced |
| PEAK6 LLC | 31,529 | $3.40M | 0.08% | +31,529 | New |
| B. Metzler seel. Sohn & Co. AG | 31,771 | $3.42M | 0.03% | −2,181−6.4% | Reduced |
| Vident Advisory, LLC | 31,878 | $3.44M | 0.03% | +1,768+5.9% | Added |
| Zions Bancorporation, National Association | 32,234 | $3.47M | 0.21% | +7,216+28.8% | Added |
| NEOS Investment Management LLC | 32,333 | $3.48M | 0.01% | +1,527+5.0% | Added |
| British Columbia Investment Management Corp | 32,369 | $3.49M | 0.02% | +2,086+6.9% | Added |
| Utah Retirement Systems | 32,493 | $3.50M | 0.03% | −2,874−8.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 33,074 | $3.56M | 0.03% | −1,066−3.1% | Reduced |
| Jupiter Asset Management Ltd | 33,333 | $3.59M | 0.02% | +33,333 | New |
| Rakuten Investment Management, Inc. | 33,317 | $3.62M | 0.01% | +2,865+9.4% | Added |
| Amalgamated Bank | 34,713 | $3.74M | 0.03% | −4,256−10.9% | Reduced |
| Freestone Capital Holdings, LLC | 34,852 | $3.76M | 0.10% | +22+0.1% | Added |
| Sanctuary Advisors, LLC | 35,251 | $3.80M | 0.02% | +13,103+59.2% | Added |
| Avantax Planning Partners, Inc. | 35,611 | $3.84M | 0.10% | −110.0% | Reduced |
| CI Private Wealth, LLC | 35,826 | $3.86M | 0.01% | −3,169−8.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,901 | $3.87M | 0.02% | −19,500−35.2% | Reduced |
| Daiwa Securities Group Inc. | 37,491 | $4.04M | 0.01% | +1,871+5.3% | Added |
| Marshall Wace, LLP | 38,070 | $4.10M | 0.00% | −64,088−62.7% | Reduced |
| Pinebridge Investments LLC | 38,491 | $4.15M | 0.03% | +19,375+101.4% | Added |
| JustInvest LLC | 38,544 | $4.15M | 0.03% | −895−2.3% | Reduced |
| Baird Financial Group, Inc. | 38,960 | $4.20M | 0.01% | +2,428+6.6% | Added |
| Man Group plc | 39,972 | $4.31M | 0.01% | +14,623+57.7% | Added |
| Jones Financial Companies LLLP | 39,986 | $4.31M | 0.00% | +12,581+45.9% | Added |
| Advisors Asset Management, Inc. | 40,073 | $4.32M | 0.07% | +90+0.2% | Added |
| Retirement Systems of Alabama | 41,295 | $4.45M | 0.01% | −717−1.7% | Reduced |
| ProShare Advisors LLC | 41,413 | $4.46M | 0.01% | +1,079+2.7% | Added |
| Mercer Global Advisors Inc | 41,477 | $4.47M | 0.01% | +2,084+5.3% | Added |
| Voya Investment Management LLC | 41,965 | $4.52M | 0.00% | −964−2.2% | Reduced |
| Financial Advisory Service, Inc. | 42,206 | $4.55M | 0.24% | +3,484+9.0% | Added |
| Oddo BHF Asset Management SAS | 42,250 | $4.55M | 0.21% | +3,424+8.8% | Added |
| CIBC World Markets Inc. | 43,384 | $4.68M | 0.01% | −6,414−12.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,417 | $4.68M | 0.02% | −2,667−5.8% | Reduced |
| Pathstone Holdings, LLC | 44,201 | $4.77M | 0.01% | +3,513+8.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 44,474 | $4.78M | 0.01% | +4,170+10.3% | Added |
| CIBC Bancorp USA Inc. | 44,545 | $4.80M | 0.01% | −14,591−24.7% | Reduced |
| Groupe la Francaise | 44,747 | $4.82M | 0.06% | −4,248−8.7% | Reduced |
| Kinneret Advisory, LLC | 45,133 | $4.86M | 0.39% | 00.0% | Unchanged |
| MetLife Investment Management | 45,252 | $4.88M | 0.02% | −1,295−2.8% | Reduced |
| DnB Asset Management AS | 45,495 | $4.90M | 0.01% | +761+1.7% | Added |
| Tudor Investment Corp Et Al | 47,548 | $5.12M | 0.02% | +47,548 | New |
| Wealth Enhancement Advisory Services, LLC | 48,396 | $5.13M | 0.01% | +1,767+3.8% | Added |
| Ethic Inc. | 48,661 | $5.24M | 0.07% | +8,578+21.4% | Added |
| Ensign Peak Advisors, Inc | 50,039 | $5.39M | 0.01% | +23,467+88.3% | Added |
| SEI Investments Co | 50,442 | $5.44M | 0.00% | +2,258+4.7% | Added |
| IFM Investors Pty Ltd | 50,457 | $5.44M | 0.04% | +4,086+8.8% | Added |
| Two Sigma Investments, LP | 50,500 | $5.44M | 0.00% | −254,287−83.4% | Reduced |
| Squarepoint Ops LLC | 50,636 | $5.46M | 0.01% | +3,975+8.5% | Added |
| Nomura Asset Management International Inc. | 52,155 | $5.62M | 0.01% | +923+1.8% | Added |
| Truist Financial Corp | 54,422 | $5.87M | 0.01% | +6,665+14.0% | Added |
| State of Michigan Retirement System | 54,780 | $5.90M | 0.03% | −1,100−2.0% | Reduced |
| National Bank of Canada | 55,833 | $6.02M | 0.01% | +25,259+82.6% | Added |
| Advisor Group Holdings, Inc. | 55,837 | $6.02M | 0.01% | +10,863+24.2% | Added |
| Czech National Bank | 55,952 | $6.03M | 0.03% | +2,073+3.8% | Added |
| Public Sector Pension Investment Board | 56,152 | $6.05M | 0.02% | −3,247−5.5% | Reduced |
| Rafferty Asset Management, LLC | 57,265 | $6.17M | 0.01% | +9,169+19.1% | Added |
| Dean Investment Associates, LLC | 57,557 | $6.20M | 0.82% | −3,725−6.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 57,979 | $6.25M | 0.20% | −100−0.2% | Reduced |
| Kerusso Capital Management LLC | 58,567 | $6.31M | 2.30% | +11,131+23.5% | Added |