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 |
|---|---|---|---|---|---|
| Pinebridge Investments LLC | 38,491 | $4.15M | 0.03% | +19,375+101.4% | Added |
| Marshall Wace, LLP | 38,070 | $4.10M | 0.00% | −64,088−62.7% | Reduced |
| Daiwa Securities Group Inc. | 37,491 | $4.04M | 0.01% | +1,871+5.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,901 | $3.87M | 0.02% | −19,500−35.2% | Reduced |
| CI Private Wealth, LLC | 35,826 | $3.86M | 0.01% | −3,169−8.1% | Reduced |
| Avantax Planning Partners, Inc. | 35,611 | $3.84M | 0.10% | −110.0% | Reduced |
| Sanctuary Advisors, LLC | 35,251 | $3.80M | 0.02% | +13,103+59.2% | Added |
| Freestone Capital Holdings, LLC | 34,852 | $3.76M | 0.10% | +22+0.1% | Added |
| Amalgamated Bank | 34,713 | $3.74M | 0.03% | −4,256−10.9% | Reduced |
| Rakuten Investment Management, Inc. | 33,317 | $3.62M | 0.01% | +2,865+9.4% | Added |
| Jupiter Asset Management Ltd | 33,333 | $3.59M | 0.02% | +33,333 | New |
| Police & Firemen's Retirement System of New Jersey | 33,074 | $3.56M | 0.03% | −1,066−3.1% | Reduced |
| Utah Retirement Systems | 32,493 | $3.50M | 0.03% | −2,874−8.1% | Reduced |
| British Columbia Investment Management Corp | 32,369 | $3.49M | 0.02% | +2,086+6.9% | Added |
| NEOS Investment Management LLC | 32,333 | $3.48M | 0.01% | +1,527+5.0% | Added |
| Zions Bancorporation, National Association | 32,234 | $3.47M | 0.21% | +7,216+28.8% | Added |
| Vident Advisory, LLC | 31,878 | $3.44M | 0.03% | +1,768+5.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 31,771 | $3.42M | 0.03% | −2,181−6.4% | Reduced |
| PEAK6 LLC | 31,529 | $3.40M | 0.08% | +31,529 | New |
| Lazard Asset Management LLC | 31,071 | $3.35M | 0.01% | −20,886−40.2% | Reduced |
| Janney Montgomery Scott LLC | 29,848 | $3.22M | 0.01% | −167−0.6% | Reduced |
| New York Life Investment Management LLC | 29,630 | $3.19M | 0.02% | −35−0.1% | Reduced |
| Foster & Motley Inc | 29,615 | $3.19M | 0.15% | −5,058−14.6% | Reduced |
| Nissay Asset Management Corp | 29,380 | $3.17M | 0.01% | +533+1.8% | Added |
| Claro Advisors LLC | 29,358 | $3.16M | 0.33% | +223+0.8% | Added |
| Handelsbanken Fonder AB | 29,084 | $3.13M | 0.01% | +12,250+72.8% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 29,047 | $3.13M | 0.07% | −33,800−53.8% | Reduced |
| MML Investors Services, LLC | 28,916 | $3.12M | 0.01% | +8,790+43.7% | Added |
| Centric Wealth Management | 30,694 | $3.05M | 0.48% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 27,916 | $3.01M | 0.15% | −4,684−14.4% | Reduced |
| Yousif Capital Management, LLC | 27,233 | $2.94M | 0.03% | +4,361+19.1% | Added |
| Assetmark, Inc | 26,947 | $2.90M | 0.00% | +6,720+33.2% | Added |
| VCI Wealth Management LLC | 26,611 | $2.87M | 0.72% | +13,507+103.1% | Added |
| Bank of Nova Scotia | 26,449 | $2.85M | 0.00% | −6,158−18.9% | Reduced |
| Ostrum Asset Management | 26,372 | $2.84M | 0.14% | +1,407+5.6% | Added |
| Davenport & Co LLC | 26,266 | $2.83M | 0.01% | +5,281+25.2% | Added |
| Simon Quick Advisors, LLC | 26,235 | $2.83M | 0.11% | −20−0.1% | Reduced |
| Credit Agricole S A | 25,927 | $2.79M | 0.01% | +1,420+5.8% | Added |
| Savant Capital, LLC | 27,911 | $2.77M | 0.01% | +13,728+96.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | $2.76M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 25,365 | $2.73M | 0.00% | +6,546+34.8% | Added |
| Columbus Macro, LLC | 25,195 | $2.72M | 0.26% | −223−0.9% | Reduced |
| Wiregrass Investment Management LLC | 24,718 | $2.66M | 1.82% | +10,268+71.1% | Added |
| Heritage Trust Co | 24,706 | $2.66M | 0.23% | −118−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 24,699 | $2.66M | 0.27% | +20.0% | Added |
| OP Asset Management Ltd | 24,465 | $2.64M | 0.03% | +1,071+4.6% | Added |
| MAI Capital Management | 24,419 | $2.63M | 0.01% | +1,948+8.7% | Added |
| HighTower Advisors, LLC | 24,361 | $2.63M | 0.00% | −85−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 24,137 | $2.60M | 0.03% | +1,500+6.6% | Added |
| Jupiter Topco LLC | 23,952 | $2.58M | 0.00% | +23,952 | New |
| Millennium Management LLC | 23,674 | $2.55M | 0.00% | +23,674 | New |
| Siemens Fonds Invest GmbH | 23,202 | $2.50M | 0.12% | +526+2.3% | Added |
| Impax Asset Management Group plc | 23,119 | $2.49M | 0.02% | +1,006+4.5% | Added |
| Elo Mutual Pension Insurance Co | 22,956 | $2.47M | 0.03% | −12,996−36.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,484 | $2.42M | 0.00% | +960+4.5% | Added |
| Estate Counselors, LLC | 22,041 | $2.38M | 0.20% | −667−2.9% | Reduced |
| Atria Investments LLC | 22,018 | $2.37M | 0.02% | +2,945+15.4% | Added |
| Verdence Capital Advisors LLC | 21,888 | $2.36M | 0.12% | +472+2.2% | Added |
| Avanza Fonder AB | 21,630 | $2.33M | 0.05% | +7,272+50.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 21,189 | $2.28M | 0.01% | +2,078+10.9% | Added |
| V-Square Quantitative Management LLC | 20,923 | $2.26M | 0.21% | +124+0.6% | Added |
| Mutual of America Capital Management LLC | 20,431 | $2.20M | 0.02% | −612−2.9% | Reduced |
| HRT Financial LP | 20,418 | $2.20M | 0.00% | +20,418 | New |
| Dakota Wealth Management | 20,315 | $2.19M | 0.04% | −1,052−4.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 19,939 | $2.15M | 1.93% | −25−0.1% | Reduced |
| Toroso Investments, LLC | 19,857 | $2.14M | 0.01% | −4,927−19.9% | Reduced |
| Foster Group, Inc. | 19,715 | $2.12M | 0.06% | +177+0.9% | Added |
| BBR Partners, LLC | 19,297 | $2.08M | 0.10% | −10.0% | Reduced |
| State of Alaska, Department of Revenue | 19,261 | $2.08M | 0.02% | −338−1.7% | Reduced |
| Alerus Financial NA | 19,207 | $2.07M | 0.09% | −18,140−48.6% | Reduced |
| D. E. Shaw & Co., Inc. | 19,193 | $2.07M | 0.00% | +7,537+64.7% | Added |
| Commerce Bank | 18,807 | $2.03M | 0.01% | −120−0.6% | Reduced |
| UniSuper Management Pty Ltd | 18,672 | $2.01M | 0.01% | −7,710−29.2% | Reduced |
| Mediolanum International Funds Ltd | 18,516 | $2.01M | 0.02% | −97,033−84.0% | Reduced |
| Cresset Asset Management, LLC | 18,460 | $1.99M | 0.01% | +359+2.0% | Added |
| GoalVest Advisory LLC | 18,337 | $1.98M | 0.37% | −231−1.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,258 | $1.97M | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 18,072 | $1.95M | 0.45% | −2,504−12.2% | Reduced |
| Neuberger Berman Group LLC | 17,973 | $1.94M | 0.00% | +284+1.6% | Added |
| TD Private Client Wealth LLC | 17,647 | $1.90M | 0.03% | +2,409+15.8% | Added |
| Public Employees Retirement Association of Colorado | 17,611 | $1.90M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17,573 | $1.89M | 0.00% | −164−0.9% | Reduced |
| RSM US Wealth Management LLC | 17,343 | $1.87M | 0.02% | +328+1.9% | Added |
| Crossmark Global Holdings, Inc. | 17,305 | $1.87M | 0.02% | +165+1.0% | Added |
| Farther Finance Advisors, LLC | 17,247 | $1.86M | 0.01% | +245+1.4% | Added |
| Brookstone Capital Management | 17,233 | $1.86M | 0.02% | +1,357+8.5% | Added |
| Invst, LLC | 17,156 | $1.85M | 0.18% | +65+0.4% | Added |
| Merit Financial Group, LLC | 17,122 | $1.85M | 0.01% | +2,201+14.8% | Added |
| Fideuram Asset Management (Ireland) dac | 17,137 | $1.84M | 0.04% | +15,520+959.8% | Added |
| Gulf International Bank (UK) Ltd | 16,718 | $1.80M | 0.04% | −159−0.9% | Reduced |
| Sequoia Financial Advisors, LLC | 16,558 | $1.78M | 0.01% | +899+5.7% | Added |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.77M | 0.01% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 16,372 | $1.76M | 0.02% | −322−1.9% | Reduced |
| GWM Advisors LLC | 16,336 | $1.76M | 0.01% | +3,897+31.3% | Added |
| Jane Street Group, LLC | 16,279 | $1.75M | 0.00% | +7,816+92.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 16,135 | $1.74M | 0.01% | +9,685+150.2% | Added |
| USS Investment Management Ltd | 16,099 | $1.74M | 0.01% | −15,893−49.7% | Reduced |
| Bridgewater Associates, LP | 16,012 | $1.73M | 0.01% | −204,910−92.8% | Reduced |
| Modern Wealth Management, LLC | 15,883 | $1.71M | 0.02% | −401−2.5% | Reduced |
| Donoghue Forlines LLC | 15,847 | $1.71M | 0.44% | −31,996−66.9% | Reduced |