Principal Financial GroupPFG
13F holders, Q2 2024 (June 30)795holders +32
84new positions
54sold out
8famous investors
$78.44avg. 13F price*
At the end of Q2 2024, 795 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 32 from Q1 2024. 84 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock Inc. ($1.6B) and Nippon Life Insurance Co. ($1.4B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $81.1M |
| Exits | 54 | $33.5M |
All 13F filers, Q1 2024 → Q2 2024: 5,511,279 shares bought and 6,595,415 shares sold, net −1,084,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 795 holders
| Vanguard Group Inc. | 0.04% | Reduce -1.0% | 27,749,824 | $2.2B |
| BlackRock Inc. | 0.04% | Add +1.7% | 19,763,056 | $1.6B |
| Nippon Life Insurance Co. | 62.53% | No change | 18,137,000 | $1.4B |
| Bank of America Corp. | 0.08% | Reduce -2.3% | 10,716,882 | $840.7M |
| State Street Corp. | 0.03% | Reduce -1.0% | 9,558,150 | $749.8M |
| Capital Research Global Investors | 0.11% | Add +0.0% | 6,603,902 | $518.1M |
| Geode Capital Management, LLC | 0.04% | Add +0.5% | 5,429,454 | $424.8M |
| Wellington Management Group LLP | 0.06% | Reduce -1.1% | 4,434,395 | $347.9M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.0% | 3,905,124 | $306.4M |
| Northern Trust Corp. | 0.05% | Reduce -2.5% | 3,489,868 | $273.8M |
| Norges Bank | 0.04% | Add +9.1% | 3,251,668 | $255.1M |
| Morgan Stanley | 0.02% | Add +6.0% | 2,867,685 | $225.0M |
| Invesco Ltd. | 0.04% | Reduce -2.9% | 2,605,800 | $204.4M |
| JPMorgan Chase & Co. | 0.02% | Add +3.8% | 2,343,840 | $183.9M |
| Bank of New York Mellon Corp | 0.03% | Add +2.9% | 1,903,138 | $149.3M |
| Legal & General Group Plc | 0.04% | Reduce -5.5% | 1,736,683 | $136.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +40.4% | 1,679,343 | $131.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +7.5% | 1,489,728 | $116.9M |
| HSBC Holdings PLC | 0.07% | Reduce -1.2% | 1,443,115 | $113.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.5% | 1,384,888 | $108.6M |
| Mairs & Power Inc. | 0.92% | Reduce -1.7% | 1,207,976 | $94.8M |
| Royal Bank of Canada | 0.02% | Reduce -3.0% | 1,097,107 | $86.1M |
| Deutsche Bank AG | 0.04% | Add +42.2% | 1,004,825 | $78.8M |
| UBS Group AG | 0.02% | Reduce -7.2% | 874,505 | $68.6M |
| Amundi | 0.03% | Reduce -39.3% | 853,694 | $67.6M |
| Barclays PLC | 0.03% | Reduce -14.0% | 718,493 | $56.4M |
| Millennium Management | 0.05% | Reduce -7.1% | 716,601 | $56.2M |
| Swiss National Bank | 0.04% | Reduce -2.5% | 696,200 | $54.6M |
| Voloridge Investment Management, LLC | 0.19% | Reduce -4.4% | 664,269 | $52.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -17.5% | 571,488 | $44.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -8.9% | 557,299 | $43.7M |
| FMR LLC | 0.00% | Add +0.2% | 523,469 | $41.1M |
| Rhumbline Advisers | 0.04% | Add +0.5% | 478,129 | $37.5M |
| Victory Capital Management Inc. | 0.03% | Reduce -1.2% | 434,697 | $34.1M |
| AustralianSuper Pty Ltd | 0.19% | Add +13.2% | 424,643 | $33.3M |
| California Public Employees Retirement System | 0.02% | Reduce -4.4% | 413,609 | $32.4M |
| National Pension Service | 0.04% | Add +1.0% | 410,037 | $32.2M |
| North Star Asset Management Inc. | 1.48% | Reduce -0.2% | 397,812 | $31.2M |
| Trust Point Inc. | 2.42% | No change | 384,871 | $30.2M |
| Man Group plc | 0.08% | Reduce -43.7% | 382,477 | $30.0M |
| Verition Fund Management LLC | 0.25% | Add +56.0% | 376,845 | $29.6M |
| California State Teachers Retirement System | 0.04% | Reduce -4.4% | 372,974 | $29.3M |
| Fort Washington Investment Advisors Inc. | 0.19% | Reduce -0.6% | 371,894 | $29.2M |
| BNP Paribas Financial Markets | 0.03% | Add +9.0% | 368,269 | $28.9M |
| Bank of Montreal | 0.01% | Add +50.6% | 357,262 | $28.6M |
| Acadian Asset Management LLC | 0.09% | Add +403.6% | 354,447 | $27.8M |
| D. E. Shaw & Co. | 0.04% | Reduce -11.8% | 318,410 | $25.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.2% | 307,878 | $24.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.8% | 304,226 | $23.9M |
| Intech Investment Management LLC | 0.29% | Add +27.1% | 298,562 | $23.4M |
| Citigroup Inc. | 0.02% | Add +97.4% | 290,980 | $22.8M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -10.9% | 264,601 | $20.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.5% | 261,458 | $20.5M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -1.1% | 251,263 | $19.7M |
| Massachusetts Financial Services Co. | 0.01% | New | 251,088 | $19.7M |
| Jane Street Group, LLC | 0.02% | Add +362.9% | 232,568 | $18.2M |
| ExodusPoint Capital Management, LP | 0.20% | Add +59.2% | 232,128 | $18.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +25.9% | 227,818 | $17.9M |
| AMF Tjanstepension AB | 0.13% | Reduce -26.8% | 225,808 | $17.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.4% | 224,460 | $17.6M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -3.0% | 223,801 | $17.6M |
| Storebrand Asset Management As | 0.06% | Reduce -8.0% | 212,710 | $16.7M |
| New York State Teachers Retirement System | 0.03% | Reduce -8.6% | 207,970 | $16.3M |
| GW Henssler & Associates Ltd. | 0.96% | Add +0.4% | 202,325 | $15.9M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 196,415 | $15.4M |
| Sound Income Strategies, LLC | 1.07% | Add +7.4% | 195,216 | $15.3M |
| SG Americas Securities, LLC | 0.09% | Add +57.3% | 178,635 | $14.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 177,701 | $13.9M |
| Swiss Life Asset Management Ltd | 0.16% | Add +5.6% | 177,636 | $13.9M |
| State of Wisconsin Investment Board | 0.04% | Add +2.0% | 171,089 | $13.4M |
| American Century Companies Inc. | 0.01% | Add +65.0% | 166,052 | $13.0M |
| New York State Common Retirement Fund | 0.02% | Add +0.1% | 164,085 | $12.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -18.6% | 163,818 | $12.9M |
| Swedbank AB | 0.02% | No change | 162,158 | $12.7M |
| Interval Partners, LP | 0.36% | Add +113.1% | 155,945 | $12.2M |
| Bank of Nova Scotia | 0.02% | Add +32.1% | 146,405 | $11.5M |
| Cambria Investment Management, L.P. | 0.69% | Add +2.5% | 144,946 | $11.4M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -1.7% | 144,349 | $11.3M |
| Brandywine Global Investment Management, LLC | 0.08% | Add +3.4% | 138,411 | $10.9M |
| Prudential Financial Inc. | 0.02% | Reduce -12.9% | 136,883 | $10.7M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -1.4% | 131,167 | $10.3M |
| Illinois Municipal Retirement Fund | 0.16% | Add +13.1% | 130,631 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.9% | 130,191 | $10.2M |
| Squarepoint Ops LLC | 0.04% | Add +24.6% | 127,390 | $10.0M |
| Goelzer Investment Management, Inc. | 0.55% | Reduce -1.0% | 125,751 | $9.9M |
| Allianz Asset Management GmbH | 0.02% | Add +135.3% | 123,330 | $9.7M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -3.5% | 121,587 | $9.5M |
| AMG National Trust Bank | 0.26% | Add +20.1% | 120,797 | $9.5M |
| Aviva PLC | 0.03% | Add +20.3% | 119,526 | $9.4M |
| Capital Management Corp. | 1.85% | Add +19.3% | 117,803 | $9.2M |
| AE Wealth Management LLC | 0.09% | Reduce -22.0% | 117,791 | $9.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.1% | 117,722 | $9.2M |
| Tudor Investment Corporation | 0.10% | Reduce -67.6% | 117,568 | $9.2M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -11.5% | 115,032 | $9.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -11.2% | 111,192 | $8.7M |
| Toronto Dominion Bank | 0.01% | Reduce -45.0% | 107,004 | $8.4M |
| NewSquare Capital LLC | 0.72% | Add +4.9% | 107,597 | $8.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 105,000 | $8.2M |
| Worldquant Millennium Advisors LLC | 0.07% | Reduce -0.0% | 104,493 | $8.2M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -4.1% | 104,384 | $8.2M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.