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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 71,558 | $6.42M | 0.01% | 00.0% | Unchanged |
| Nykredit A/S | 59,716 | $6.44M | 0.02% | +59,716 | New |
| Captrust Financial Advisors | 60,308 | $6.50M | 0.01% | +4,676+8.4% | Added |
| Commonwealth Equity Services, LLC | 61,560 | $6.63M | 0.01% | +428+0.7% | Added |
| Arizona State Retirement System | 62,169 | $6.70M | 0.03% | +2,473+4.1% | Added |
| Unison Advisors LLC | 62,272 | $6.71M | 0.47% | +494+0.8% | Added |
| Mariner, LLC | 63,357 | $6.83M | 0.01% | −24,944−28.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 63,715 | $6.87M | 0.05% | −23,100−26.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 63,644 | $6.87M | 0.03% | −5,957−8.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 64,336 | $6.93M | 0.03% | +11,961+22.8% | Added |
| Swiss Life Asset Management Ltd | 64,412 | $6.94M | 0.03% | −16,804−20.7% | Reduced |
| Xponance, Inc. | 65,100 | $7.02M | 0.04% | +4,403+7.3% | Added |
| State of New Jersey Common Pension Fund D | 65,587 | $7.07M | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 65,915 | $7.10M | 0.04% | +15,077+29.7% | Added |
| Ci Investments Inc. | 66,513 | $7.17M | 0.02% | −2,837−4.1% | Reduced |
| Nordea Investment Management AB | 66,896 | $7.29M | 0.01% | +3,466+5.5% | Added |
| Edentree Asset Management Ltd | 67,700 | $7.30M | 2.22% | −27,500−28.9% | Reduced |
| Chase Investment Counsel Corp | 68,764 | $7.41M | 1.56% | +68,764 | New |
| Toronto Dominion Bank | 69,261 | $7.46M | 0.01% | −12,779−15.6% | Reduced |
| Susquehanna International Group, LLP | 70,480 | $7.60M | 0.01% | +42,466+151.6% | Added |
| Wealthfront Advisers LLC | 71,257 | $7.68M | 0.01% | +2,850+4.2% | Added |
| Public Employees Retirement System of Ohio | 71,931 | $7.75M | 0.02% | −982−1.3% | Reduced |
| SEB Asset Management AB | 72,237 | $7.79M | 0.03% | +23,369+47.8% | Added |
| CIBC Asset Management Inc | 72,514 | $7.82M | 0.02% | +4,106+6.0% | Added |
| DMKC Advisory Services, LLC | 72,847 | $7.85M | 1.48% | +360.0% | Added |
| AMG National Trust Bank | 74,417 | $8.02M | 0.17% | −63,639−46.1% | Reduced |
| Mackenzie Financial Corp | 75,195 | $8.10M | 0.01% | +19,224+34.3% | Added |
| State of Tennessee, Treasury Department | 76,709 | $8.27M | 0.02% | +11,490+17.6% | Added |
| Macquarie Group Ltd | 77,452 | $8.35M | 0.04% | +1,310+1.7% | Added |
| TD Asset Management Inc | 80,720 | $8.70M | 0.01% | −43,577−35.1% | Reduced |
| Nisa Investment Advisors, LLC | 81,354 | $8.77M | 0.03% | −2,585−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,685 | $9.02M | 0.02% | −1,897−2.2% | Reduced |
| Fifth Third Bancorp | 84,077 | $9.06M | 0.01% | −390.0% | Reduced |
| Citadel Advisors LLC | 84,779 | $9.14M | 0.01% | +29,898+54.5% | Added |
| KLP Kapitalforvaltning AS | 88,045 | $9.49M | 0.03% | +5,400+6.5% | Added |
| Cambria Investment Management, L.P. | 88,570 | $9.55M | 0.47% | −14,307−13.9% | Reduced |
| Royal London Asset Management Ltd | 88,757 | $9.57M | 0.02% | +2,673+3.1% | Added |
| Natixis Advisors, L.P. | 88,899 | $9.58M | 0.01% | +28,294+46.7% | Added |
| Asset Management One Co.,Ltd. | 90,232 | $9.73M | 0.02% | +1,986+2.3% | Added |
| Treasurer of the State of North Carolina | 91,157 | $9.82M | 0.03% | −2,010−2.2% | Reduced |
| Illinois Municipal Retirement Fund | 91,617 | $9.87M | 0.11% | +12,977+16.5% | Added |
| Nomura Asset Management Co Ltd | 93,097 | $10.0M | 0.02% | +505+0.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 94,911 | $10.2M | 0.03% | −2,620−2.7% | Reduced |
| Prudential Financial Inc | 95,755 | $10.3M | 0.01% | −1,755−1.8% | Reduced |
| Azimuth Capital Investment Management LLC | 96,346 | $10.4M | 0.35% | −1,374−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 97,132 | $10.5M | 0.02% | −2,957−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 99,106 | $10.7M | 0.01% | −6,484−6.1% | Reduced |
| Candriam Luxembourg S.C.A. | 99,698 | $10.7M | 0.05% | +85,521+603.2% | Added |
| Creative Planning | 103,631 | $11.2M | 0.01% | +13,728+15.3% | Added |
| Korea Investment CORP | 103,980 | $11.2M | 0.02% | −19,986−16.1% | Reduced |
| Principal Securities, Inc. | 105,857 | $11.4M | 0.14% | +846+0.8% | Added |
| Vanguard Investments Australia, Ltd. | 110,207 | $11.9M | 0.03% | +1,380+1.3% | Added |
| Goelzer Investment Management, Inc. | 112,394 | $12.1M | 0.53% | −4,480−3.8% | Reduced |
| New York State Common Retirement Fund | 123,385 | $13.3M | 0.02% | −4,800−3.7% | Reduced |
| Danske Bank A/S | 126,107 | $13.6M | 0.03% | +6,300+5.3% | Added |
| Pictet Asset Management Holding SA | 129,462 | $14.0M | 0.01% | +264+0.2% | Added |
| APG Asset Management N.V. | 151,218 | $14.3M | 0.04% | +39,228+35.0% | Added |
| Mairs & Power Inc | 135,283 | $14.6M | 0.13% | −28,601−17.5% | Reduced |
| La Banque Postale Asset Management SA | 136,038 | $14.7M | 0.15% | +26,700+24.4% | Added |
| The PNC Financial Services Group, Inc. | 140,932 | $15.2M | 0.01% | +3,531+2.6% | Added |
| First Trust Advisors LP | 142,722 | $15.4M | 0.01% | −412,765−74.3% | Reduced |
| Cetera Investment Advisers | 144,930 | $15.6M | 0.01% | +13,202+10.0% | Added |
| Federation des caisses Desjardins du Quebec | 145,051 | $15.6M | 0.05% | +106,628+277.5% | Added |
| Los Angeles Capital Management LLC | 145,637 | $15.7M | 0.06% | +144,600+13,944.1% | Added |
| Ameriprise Financial Inc | 146,285 | $15.8M | 0.00% | −64,639−30.6% | Reduced |
| Capital Management Corp | 152,083 | $16.4M | 2.46% | +144+0.1% | Added |
| Russell Investments Group, Ltd. | 154,510 | $16.7M | 0.01% | −3,443−2.2% | Reduced |
| State of Wisconsin Investment Board | 158,031 | $17.0M | 0.03% | −42,677−21.3% | Reduced |
| New York State Teachers Retirement System | 163,938 | $17.7M | 0.03% | −1,111−0.7% | Reduced |
| Standard Life Aberdeen plc | 166,010 | $17.9M | 0.03% | +3,548+2.2% | Added |
| Alliancebernstein L.P. | 203,083 | $18.3M | 0.01% | −60,421−22.9% | Reduced |
| Colony Group, LLC | 174,626 | $18.8M | 0.02% | +6,314+3.8% | Added |
| Great West Life Assurance Co | 175,378 | $18.9M | 0.03% | −27,705−13.6% | Reduced |
| ASR Vermogensbeheer N.V. | 176,618 | $19.0M | 0.20% | +157,919+844.5% | Added |
| Robeco Institutional Asset Management B.V. | 189,516 | $20.4M | 0.03% | +60,611+47.0% | Added |
| Aviva PLC | 190,079 | $20.5M | 0.03% | −2,748−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 197,264 | $21.3M | 0.04% | −5,732−2.8% | Reduced |
| Storebrand Asset Management AS | 198,253 | $21.4M | 0.05% | +26,211+15.2% | Added |
| Allianz Asset Management GmbH | 201,525 | $21.7M | 0.02% | +57,100+39.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 206,799 | $22.3M | 0.03% | −3,901−1.9% | Reduced |
| Cerity Partners LLC | 208,030 | $22.4M | 0.03% | +4,707+2.3% | Added |
| Swedbank AB | 209,044 | $22.5M | 0.02% | +3,971+1.9% | Added |
| Adams Diversified Equity Fund, Inc. | 209,100 | $22.5M | 0.69% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 212,976 | $23.0M | 0.04% | +29,901+16.3% | Added |
| Teacher Retirement System of Texas | 222,530 | $24.0M | 0.06% | −228,063−50.6% | Reduced |
| Sound Income Strategies, LLC | 222,669 | $24.0M | 1.08% | −21,265−8.7% | Reduced |
| GW Henssler & Associates Ltd | 223,260 | $24.1M | 1.07% | −666−0.3% | Reduced |
| Principal Financial Group Inc | 223,273 | $24.1M | 0.01% | −3,445−1.5% | Reduced |
| SG Americas Securities, LLC | 224,983 | $24.2M | 0.01% | −102,377−31.3% | Reduced |
| Acadian Asset Management LLC | 226,343 | $24.4M | 0.03% | +39,459+21.1% | Added |
| Bank of Montreal | 226,559 | $24.4M | 0.01% | +57,178+33.8% | Added |
| Quantinno Capital Management LP | 227,694 | $24.5M | 0.03% | +29,202+14.7% | Added |
| Stifel Financial Corp | 229,363 | $24.7M | 0.02% | +23,549+11.4% | Added |
| STRS Ohio | 237,625 | $25.6M | 0.10% | +232,420+4,465.3% | Added |
| Trust Point Inc. | 238,017 | $25.7M | 2.18% | −131,059−35.5% | Reduced |
| AE Wealth Management LLC | 257,878 | $27.8M | 0.13% | +30,330+13.3% | Added |
| Fort Washington Investment Advisors Inc | 268,408 | $28.9M | 0.15% | −140,126−34.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 287,951 | $31.0M | 0.08% | −94,976−24.8% | Reduced |
| Price T Rowe Associates Inc | 289,846 | $31.2M | 0.00% | +5,894+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 298,736 | $32.2M | 0.01% | +96,855+48.0% | Added |