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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 142,722 | $15.4M | 0.01% | −412,765−74.3% | Reduced |
| The PNC Financial Services Group, Inc. | 140,932 | $15.2M | 0.01% | +3,531+2.6% | Added |
| La Banque Postale Asset Management SA | 136,038 | $14.7M | 0.15% | +26,700+24.4% | Added |
| Mairs & Power Inc | 135,283 | $14.6M | 0.13% | −28,601−17.5% | Reduced |
| APG Asset Management N.V. | 151,218 | $14.3M | 0.04% | +39,228+35.0% | Added |
| Pictet Asset Management Holding SA | 129,462 | $14.0M | 0.01% | +264+0.2% | Added |
| Danske Bank A/S | 126,107 | $13.6M | 0.03% | +6,300+5.3% | Added |
| New York State Common Retirement Fund | 123,385 | $13.3M | 0.02% | −4,800−3.7% | Reduced |
| Goelzer Investment Management, Inc. | 112,394 | $12.1M | 0.53% | −4,480−3.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 110,207 | $11.9M | 0.03% | +1,380+1.3% | Added |
| Principal Securities, Inc. | 105,857 | $11.4M | 0.14% | +846+0.8% | Added |
| Korea Investment CORP | 103,980 | $11.2M | 0.02% | −19,986−16.1% | Reduced |
| Creative Planning | 103,631 | $11.2M | 0.01% | +13,728+15.3% | Added |
| Candriam Luxembourg S.C.A. | 99,698 | $10.7M | 0.05% | +85,521+603.2% | Added |
| Manufacturers Life Insurance Company, The | 99,106 | $10.7M | 0.01% | −6,484−6.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 97,132 | $10.5M | 0.02% | −2,957−3.0% | Reduced |
| Azimuth Capital Investment Management LLC | 96,346 | $10.4M | 0.35% | −1,374−1.4% | Reduced |
| Prudential Financial Inc | 95,755 | $10.3M | 0.01% | −1,755−1.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 94,911 | $10.2M | 0.03% | −2,620−2.7% | Reduced |
| Nomura Asset Management Co Ltd | 93,097 | $10.0M | 0.02% | +505+0.5% | Added |
| Illinois Municipal Retirement Fund | 91,617 | $9.87M | 0.11% | +12,977+16.5% | Added |
| Treasurer of the State of North Carolina | 91,157 | $9.82M | 0.03% | −2,010−2.2% | Reduced |
| Asset Management One Co.,Ltd. | 90,232 | $9.73M | 0.02% | +1,986+2.3% | Added |
| Natixis Advisors, L.P. | 88,899 | $9.58M | 0.01% | +28,294+46.7% | Added |
| Royal London Asset Management Ltd | 88,757 | $9.57M | 0.02% | +2,673+3.1% | Added |
| Cambria Investment Management, L.P. | 88,570 | $9.55M | 0.47% | −14,307−13.9% | Reduced |
| KLP Kapitalforvaltning AS | 88,045 | $9.49M | 0.03% | +5,400+6.5% | Added |
| Citadel Advisors LLC | 84,779 | $9.14M | 0.01% | +29,898+54.5% | Added |
| Fifth Third Bancorp | 84,077 | $9.06M | 0.01% | −390.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,685 | $9.02M | 0.02% | −1,897−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 81,354 | $8.77M | 0.03% | −2,585−3.1% | Reduced |
| TD Asset Management Inc | 80,720 | $8.70M | 0.01% | −43,577−35.1% | Reduced |
| Macquarie Group Ltd | 77,452 | $8.35M | 0.04% | +1,310+1.7% | Added |
| State of Tennessee, Treasury Department | 76,709 | $8.27M | 0.02% | +11,490+17.6% | Added |
| Mackenzie Financial Corp | 75,195 | $8.10M | 0.01% | +19,224+34.3% | Added |
| AMG National Trust Bank | 74,417 | $8.02M | 0.17% | −63,639−46.1% | Reduced |
| DMKC Advisory Services, LLC | 72,847 | $7.85M | 1.48% | +360.0% | Added |
| CIBC Asset Management Inc | 72,514 | $7.82M | 0.02% | +4,106+6.0% | Added |
| SEB Asset Management AB | 72,237 | $7.79M | 0.03% | +23,369+47.8% | Added |
| Public Employees Retirement System of Ohio | 71,931 | $7.75M | 0.02% | −982−1.3% | Reduced |
| Wealthfront Advisers LLC | 71,257 | $7.68M | 0.01% | +2,850+4.2% | Added |
| Susquehanna International Group, LLP | 70,480 | $7.60M | 0.01% | +42,466+151.6% | Added |
| Toronto Dominion Bank | 69,261 | $7.46M | 0.01% | −12,779−15.6% | Reduced |
| Chase Investment Counsel Corp | 68,764 | $7.41M | 1.56% | +68,764 | New |
| Edentree Asset Management Ltd | 67,700 | $7.30M | 2.22% | −27,500−28.9% | Reduced |
| Nordea Investment Management AB | 66,896 | $7.29M | 0.01% | +3,466+5.5% | Added |
| Ci Investments Inc. | 66,513 | $7.17M | 0.02% | −2,837−4.1% | Reduced |
| Empowered Funds, LLC | 65,915 | $7.10M | 0.04% | +15,077+29.7% | Added |
| State of New Jersey Common Pension Fund D | 65,587 | $7.07M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 65,100 | $7.02M | 0.04% | +4,403+7.3% | Added |
| Swiss Life Asset Management Ltd | 64,412 | $6.94M | 0.03% | −16,804−20.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 64,336 | $6.93M | 0.03% | +11,961+22.8% | Added |
| Resona Asset Management Co.,Ltd. | 63,644 | $6.87M | 0.03% | −5,957−8.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 63,715 | $6.87M | 0.05% | −23,100−26.6% | Reduced |
| Mariner, LLC | 63,357 | $6.83M | 0.01% | −24,944−28.2% | Reduced |
| Unison Advisors LLC | 62,272 | $6.71M | 0.47% | +494+0.8% | Added |
| Arizona State Retirement System | 62,169 | $6.70M | 0.03% | +2,473+4.1% | Added |
| Commonwealth Equity Services, LLC | 61,560 | $6.63M | 0.01% | +428+0.7% | Added |
| Captrust Financial Advisors | 60,308 | $6.50M | 0.01% | +4,676+8.4% | Added |
| Nykredit A/S | 59,716 | $6.44M | 0.02% | +59,716 | New |
| DekaBank Deutsche Girozentrale | 71,558 | $6.42M | 0.01% | 00.0% | Unchanged |
| Kerusso Capital Management LLC | 58,567 | $6.31M | 2.30% | +11,131+23.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 57,979 | $6.25M | 0.20% | −100−0.2% | Reduced |
| Dean Investment Associates, LLC | 57,557 | $6.20M | 0.82% | −3,725−6.1% | Reduced |
| Rafferty Asset Management, LLC | 57,265 | $6.17M | 0.01% | +9,169+19.1% | Added |
| Public Sector Pension Investment Board | 56,152 | $6.05M | 0.02% | −3,247−5.5% | Reduced |
| Czech National Bank | 55,952 | $6.03M | 0.03% | +2,073+3.8% | Added |
| Advisor Group Holdings, Inc. | 55,837 | $6.02M | 0.01% | +10,863+24.2% | Added |
| National Bank of Canada | 55,833 | $6.02M | 0.01% | +25,259+82.6% | Added |
| State of Michigan Retirement System | 54,780 | $5.90M | 0.03% | −1,100−2.0% | Reduced |
| Truist Financial Corp | 54,422 | $5.87M | 0.01% | +6,665+14.0% | Added |
| Nomura Asset Management International Inc. | 52,155 | $5.62M | 0.01% | +923+1.8% | Added |
| Squarepoint Ops LLC | 50,636 | $5.46M | 0.01% | +3,975+8.5% | Added |
| Two Sigma Investments, LP | 50,500 | $5.44M | 0.00% | −254,287−83.4% | Reduced |
| IFM Investors Pty Ltd | 50,457 | $5.44M | 0.04% | +4,086+8.8% | Added |
| SEI Investments Co | 50,442 | $5.44M | 0.00% | +2,258+4.7% | Added |
| Ensign Peak Advisors, Inc | 50,039 | $5.39M | 0.01% | +23,467+88.3% | Added |
| Ethic Inc. | 48,661 | $5.24M | 0.07% | +8,578+21.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 48,396 | $5.13M | 0.01% | +1,767+3.8% | Added |
| Tudor Investment Corp Et Al | 47,548 | $5.12M | 0.02% | +47,548 | New |
| DnB Asset Management AS | 45,495 | $4.90M | 0.01% | +761+1.7% | Added |
| MetLife Investment Management | 45,252 | $4.88M | 0.02% | −1,295−2.8% | Reduced |
| Kinneret Advisory, LLC | 45,133 | $4.86M | 0.39% | 00.0% | Unchanged |
| Groupe la Francaise | 44,747 | $4.82M | 0.06% | −4,248−8.7% | Reduced |
| CIBC Bancorp USA Inc. | 44,545 | $4.80M | 0.01% | −14,591−24.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 44,474 | $4.78M | 0.01% | +4,170+10.3% | Added |
| Pathstone Holdings, LLC | 44,201 | $4.77M | 0.01% | +3,513+8.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,417 | $4.68M | 0.02% | −2,667−5.8% | Reduced |
| CIBC World Markets Inc. | 43,384 | $4.68M | 0.01% | −6,414−12.9% | Reduced |
| Oddo BHF Asset Management SAS | 42,250 | $4.55M | 0.21% | +3,424+8.8% | Added |
| Financial Advisory Service, Inc. | 42,206 | $4.55M | 0.24% | +3,484+9.0% | Added |
| Voya Investment Management LLC | 41,965 | $4.52M | 0.00% | −964−2.2% | Reduced |
| Mercer Global Advisors Inc | 41,477 | $4.47M | 0.01% | +2,084+5.3% | Added |
| ProShare Advisors LLC | 41,413 | $4.46M | 0.01% | +1,079+2.7% | Added |
| Retirement Systems of Alabama | 41,295 | $4.45M | 0.01% | −717−1.7% | Reduced |
| Advisors Asset Management, Inc. | 40,073 | $4.32M | 0.07% | +90+0.2% | Added |
| Jones Financial Companies LLLP | 39,986 | $4.31M | 0.00% | +12,581+45.9% | Added |
| Man Group plc | 39,972 | $4.31M | 0.01% | +14,623+57.7% | Added |
| Baird Financial Group, Inc. | 38,960 | $4.20M | 0.01% | +2,428+6.6% | Added |
| JustInvest LLC | 38,544 | $4.15M | 0.03% | −895−2.3% | Reduced |