Principal Financial GroupPFG
13F holders, Q1 2024 (March 31)763holders
8famous investors
$86.21avg. 13F price*
At the end of Q1 2024, 763 institutions reported holding Principal Financial Group (PFG) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock Inc. ($1.7B) and Nippon Life Insurance Co. ($1.6B). 8 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Principal Financial Group
- Sector
- Finance
- CUSIP
- 74251V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $48.8M |
| Exits | 61 | $163.4M |
Ownership 763 holders
| Vanguard Group Inc. | 0.05% | Reduce -2.0% | 28,037,528 | $2.4B |
| BlackRock Inc. | 0.04% | Add +2.9% | 19,431,905 | $1.7B |
| Nippon Life Insurance Co. | 65.06% | No change | 18,137,000 | $1.6B |
| Bank of America Corp. | 0.09% | Add +3.6% | 10,968,264 | $946.7M |
| State Street Corp. | 0.04% | Reduce -0.7% | 9,657,113 | $833.5M |
| Capital Research Global Investors | 0.13% | Add +2.4% | 6,602,298 | $569.8M |
| Geode Capital Management, LLC | 0.04% | Add +4.3% | 5,403,367 | $465.2M |
| Wellington Management Group LLP | 0.07% | Add +2.6% | 4,483,241 | $386.9M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -0.3% | 3,865,270 | $333.6M |
| Northern Trust Corp. | 0.05% | Reduce -3.4% | 3,580,606 | $309.0M |
| Norges Bank | 0.04% | Reduce -7.7% | 2,980,423 | $257.2M |
| Morgan Stanley | 0.02% | Reduce -20.8% | 2,704,741 | $233.4M |
| Invesco Ltd. | 0.05% | Add +25.3% | 2,682,232 | $231.5M |
| JPMorgan Chase & Co. | 0.02% | Add +457.8% | 2,257,328 | $194.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.3% | 1,849,622 | $159.6M |
| Legal & General Group Plc | 0.05% | Reduce -2.7% | 1,838,645 | $158.7M |
| HSBC Holdings PLC | 0.09% | Add +7.3% | 1,460,077 | $126.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -35.8% | 1,385,981 | $119.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.0% | 1,364,034 | $117.7M |
| Amundi | 0.05% | Add +55.3% | 1,406,907 | $111.1M |
| Mairs & Power Inc. | 1.03% | Add +3.1% | 1,228,314 | $106.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +5.9% | 1,195,809 | $103.2M |
| Royal Bank of Canada | 0.02% | Reduce -4.5% | 1,131,571 | $97.7M |
| UBS Group AG | 0.03% | Add +158.3% | 941,946 | $81.3M |
| Barclays PLC | 0.03% | Reduce -21.1% | 835,866 | $72.1M |
| Millennium Management | 0.06% | Add +25.3% | 771,733 | $66.6M |
| Swiss National Bank | 0.04% | Reduce -5.6% | 714,000 | $61.6M |
| Deutsche Bank AG | 0.03% | Add +6.2% | 706,560 | $61.0M |
| Voloridge Investment Management, LLC | 0.22% | Add +131.8% | 694,874 | $60.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +6.7% | 692,694 | $59.8M |
| Man Group plc | 0.16% | Add +78.9% | 679,081 | $58.6M |
| Citadel Advisors | 0.06% | Reduce -36.9% | 666,840 | $57.6M |
| Nuveen Asset Management, LLC | 0.02% | Add +10.8% | 611,965 | $52.8M |
| FMR LLC | 0.00% | Add +5.8% | 522,290 | $45.1M |
| Marshall Wace, LLP | 0.07% | Reduce -29.7% | 509,808 | $44.0M |
| Rhumbline Advisers | 0.04% | Reduce -3.0% | 475,642 | $41.1M |
| Point72 Asset Management | 0.12% | Add +140.9% | 472,582 | $40.8M |
| Victory Capital Management Inc. | 0.04% | Add +34.9% | 439,937 | $38.0M |
| California Public Employees Retirement System | 0.03% | Reduce -4.5% | 432,684 | $37.3M |
| Credit Suisse AG/ | 0.04% | Add +6.8% | 429,065 | $37.0M |
| National Pension Service | 0.04% | Add +2.0% | 406,098 | $35.1M |
| North Star Asset Management Inc. | 1.63% | Add +0.5% | 398,732 | $34.4M |
| California State Teachers Retirement System | 0.04% | Reduce 0.0% | 389,991 | $33.7M |
| Trust Point Inc. | 2.61% | Reduce -0.0% | 384,871 | $33.2M |
| Fort Washington Investment Advisors Inc. | 0.21% | Reduce -3.8% | 374,202 | $32.3M |
| AustralianSuper Pty Ltd | 0.19% | Add +35.4% | 375,266 | $32.3M |
| Tudor Investment Corporation | 0.38% | Add +32.7% | 362,732 | $31.3M |
| D. E. Shaw & Co. | 0.04% | Add +219.8% | 361,185 | $31.2M |
| HRT Financial LP | 0.19% | Add +561.8% | 357,107 | $30.8M |
| BNP Paribas Financial Markets | 0.04% | Add +165.2% | 337,877 | $29.2M |
| AMF Tjanstepension AB | 0.20% | Add +282.0% | 308,308 | $26.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.0% | 301,321 | $26.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.1% | 276,823 | $23.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +18.3% | 274,538 | $23.7M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +6.6% | 296,889 | $22.1M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -15.2% | 253,969 | $21.9M |
| Verition Fund Management LLC | 0.23% | Add +1750.4% | 241,570 | $20.8M |
| Bank of Montreal | 0.01% | Add +6.5% | 237,162 | $20.5M |
| Intech Investment Management LLC | 0.29% | Add +586.0% | 234,815 | $20.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.5% | 232,379 | $20.1M |
| Storebrand Asset Management As | 0.07% | Reduce -15.6% | 231,080 | $19.9M |
| Canada Pension Plan Investment Board | 0.02% | Add +24.6% | 230,801 | $19.9M |
| New York State Teachers Retirement System | 0.04% | Reduce -7.2% | 227,642 | $19.6M |
| O'shaughnessy Asset Management, LLC | 0.20% | Reduce -2.8% | 212,782 | $18.4M |
| GW Henssler & Associates Ltd. | 1.02% | Add +2.0% | 201,606 | $17.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.4% | 201,355 | $17.4M |
| Toronto Dominion Bank | 0.03% | Add +2.5% | 194,393 | $16.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 189,492 | $16.4M |
| Sound Income Strategies, LLC | 1.17% | Add +8.6% | 181,776 | $15.7M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -74.8% | 181,022 | $15.6M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -28.7% | 178,695 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.5% | 177,037 | $15.3M |
| Swiss Life Asset Management Ltd | 0.20% | Add +210.7% | 168,170 | $14.5M |
| State of Wisconsin Investment Board | 0.04% | Reduce -11.2% | 167,801 | $14.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -11.7% | 163,888 | $14.1M |
| First Trust Advisors LP | 0.01% | Reduce -94.2% | 162,567 | $14.0M |
| Swedbank AB | 0.02% | No change | 162,158 | $14.0M |
| Prudential Financial Inc. | 0.02% | Reduce -3.1% | 157,214 | $13.6M |
| AE Wealth Management LLC | 0.15% | Reduce -18.9% | 151,062 | $13.0M |
| Citigroup Inc. | 0.01% | Add +22.4% | 147,398 | $12.7M |
| State of Tennessee, Department of Treasury | 0.05% | Reduce -21.5% | 146,905 | $12.7M |
| ExodusPoint Capital Management, LP | 0.16% | Add +81.0% | 145,786 | $12.6M |
| Cambria Investment Management, L.P. | 0.73% | Add +3.2% | 141,398 | $12.2M |
| Renaissance Technologies | 0.02% | Reduce -6.4% | 139,000 | $12.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -13.4% | 134,046 | $11.6M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -0.3% | 133,857 | $11.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -18.6% | 133,043 | $11.5M |
| Public Employees Retirement System of Ohio | 0.04% | Add +12.2% | 129,916 | $11.2M |
| Goelzer Investment Management, Inc. | 0.62% | Reduce 0.0% | 126,985 | $11.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -5.5% | 126,045 | $10.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -5.7% | 125,151 | $10.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.12% | Add +17.9% | 123,051 | $10.6M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -6.3% | 122,453 | $10.6M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.9% | 121,449 | $10.5M |
| Korea Investment CORP | 0.03% | Reduce -0.5% | 116,735 | $10.1M |
| National Bank of Canada | 0.02% | Add +64.2% | 119,009 | $10.0M |
| Illinois Municipal Retirement Fund | 0.15% | Reduce -2.3% | 115,465 | $10.0M |
| SG Americas Securities, LLC | 0.05% | Add +548.9% | 113,565 | $9.8M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -34.3% | 112,064 | $9.7M |
| Bank of Nova Scotia | 0.02% | Add +29.4% | 110,847 | $9.6M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.