Principal Financial GroupPFG
13F holders, Q3 2024 (September 30)785holders −10
70new positions
82sold out
5famous investors
$85.89avg. 13F price*
At the end of Q3 2024, 785 institutions reported holding Principal Financial Group (PFG) in their 13F filings, down 10 from Q2 2024. 70 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.7B) and Nippon Life Insurance Co. ($1.6B). 5 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Principal Financial Group
- Sector
- Finance
- CUSIP
- 74251V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $62.5M |
| Exits | 82 | $101.0M |
All 13F filers, Q2 2024 → Q3 2024: 5,238,762 shares bought and 6,941,215 shares sold, net −1,702,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 785 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.9% | 27,505,946 | $2.4B |
| BlackRock, Inc. | 0.04% | — | 19,894,372 | $1.7B |
| Nippon Life Insurance Co. | 63.51% | No change | 18,137,000 | $1.6B |
| Bank of America Corp. | 0.08% | Add +3.9% | 11,131,044 | $956.2M |
| State Street Corp. | 0.03% | Reduce -0.2% | 9,540,838 | $819.6M |
| Geode Capital Management, LLC | 0.04% | Reduce -0.3% | 5,414,177 | $463.5M |
| Capital Research Global Investors | 0.09% | Reduce -24.9% | 4,957,868 | $425.9M |
| Wellington Management Group LLP | 0.07% | Reduce -1.4% | 4,371,243 | $375.5M |
| Dimensional Fund Advisors LP | 0.08% | Add +0.8% | 3,934,521 | $338.0M |
| Northern Trust Corp. | 0.05% | Reduce -4.4% | 3,336,314 | $286.6M |
| Invesco Ltd. | 0.05% | Add +26.2% | 3,287,511 | $282.4M |
| Norges Bank | 0.04% | Add +1.0% | 3,282,849 | $282.0M |
| Morgan Stanley | 0.02% | Add +1.2% | 2,903,286 | $249.4M |
| JPMorgan Chase & Co. | 0.02% | Add +5.1% | 2,462,562 | $211.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.2% | 1,879,936 | $161.5M |
| Legal & General Group Plc | 0.04% | Add +0.1% | 1,738,860 | $149.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +16.3% | 1,732,975 | $148.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.7% | 1,667,361 | $143.2M |
| HSBC Holdings PLC | 0.08% | Add +0.8% | 1,453,967 | $124.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,403,689 | $120.6M |
| Amundi | 0.03% | Add +28.3% | 1,095,396 | $94.1M |
| Royal Bank of Canada | 0.02% | Reduce -10.9% | 977,117 | $83.9M |
| UBS Group AG | 0.02% | Add +10.6% | 966,835 | $83.1M |
| Mairs & Power Inc. | 0.70% | Reduce -28.0% | 869,978 | $74.7M |
| Voloridge Investment Management, LLC | 0.27% | Add +29.8% | 862,104 | $74.1M |
| Deutsche Bank AG | 0.03% | Reduce -15.0% | 854,188 | $73.4M |
| Barclays PLC | 0.03% | Add +12.3% | 806,672 | $69.3M |
| Swiss National Bank | 0.04% | Reduce -0.0% | 695,900 | $59.8M |
| Millennium Management | 0.05% | Reduce -14.9% | 609,710 | $52.4M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.7% | 561,287 | $48.2M |
| AustralianSuper Pty Ltd | 0.23% | Add +27.2% | 540,212 | $46.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -8.5% | 522,860 | $44.9M |
| Bank of Montreal | 0.02% | Add +41.0% | 503,735 | $43.4M |
| FMR LLC | 0.00% | Reduce -3.9% | 503,233 | $43.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +85.7% | 466,133 | $40.0M |
| Rhumbline Advisers | 0.04% | Reduce -2.9% | 464,423 | $39.9M |
| Trust Point Inc. | 2.71% | Add +9.2% | 420,332 | $36.1M |
| California Public Employees Retirement System | 0.02% | Reduce -1.2% | 408,499 | $35.1M |
| Victory Capital Management Inc. | 0.03% | Reduce -8.0% | 399,739 | $34.3M |
| North Star Asset Management Inc. | 1.53% | Reduce -0.3% | 396,573 | $34.1M |
| National Pension Service | 0.03% | Reduce -7.9% | 377,592 | $32.4M |
| Fort Washington Investment Advisors Inc. | 0.20% | Add +1.2% | 376,483 | $32.3M |
| California State Teachers Retirement System | 0.04% | Reduce -1.3% | 368,045 | $31.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -0.1% | 367,845 | $31.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +11.6% | 339,362 | $29.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.6% | 302,913 | $26.0M |
| AMF Tjanstepension AB | 0.18% | Add +28.8% | 290,723 | $25.0M |
| Acadian Asset Management LLC | 0.07% | Reduce -21.1% | 279,816 | $24.0M |
| Wells Fargo & Company | 0.01% | Add +32.1% | 259,471 | $22.3M |
| Korea Investment CORP | 0.05% | Add +170.1% | 258,366 | $22.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.3% | 255,583 | $22.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +1.4% | 254,858 | $21.9M |
| Citigroup Inc. | 0.02% | Reduce -16.1% | 243,993 | $21.0M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -9.0% | 240,901 | $20.7M |
| Intech Investment Management LLC | 0.22% | Reduce -21.7% | 233,758 | $20.1M |
| Principal Financial Group Inc. | 0.01% | Add +3.0% | 231,277 | $19.9M |
| Verition Fund Management LLC | 0.15% | Reduce -39.8% | 226,796 | $19.5M |
| Man Group plc | 0.06% | Reduce -42.7% | 219,133 | $18.8M |
| Storebrand Asset Management As | 0.06% | Add +0.6% | 213,999 | $18.4M |
| American Century Companies Inc. | 0.01% | Add +27.6% | 211,929 | $18.2M |
| Sound Income Strategies, LLC | 1.16% | Add +7.6% | 210,139 | $18.1M |
| GW Henssler & Associates Ltd. | 0.99% | Add +0.6% | 203,522 | $17.5M |
| Gillson Capital LP | 1.52% | New | 195,101 | $16.8M |
| Two Sigma Investments, LP | 0.04% | Add +646.7% | 184,343 | $15.8M |
| Bridgewater Associates | 0.09% | Add +86.9% | 184,083 | $15.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.9% | 183,310 | $15.7M |
| Swiss Life Asset Management Ltd | 0.17% | Reduce -0.9% | 176,116 | $15.1M |
| DNB Asset Management AS | 0.07% | Add +368.8% | 173,260 | $14.9M |
| State of Wisconsin Investment Board | 0.04% | Add +0.0% | 171,090 | $14.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 170,295 | $14.6M |
| Swedbank AB | 0.02% | No change | 162,158 | $13.9M |
| D. E. Shaw & Co. | 0.02% | Reduce -49.5% | 160,944 | $13.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.7% | 156,185 | $13.4M |
| Brandywine Global Investment Management, LLC | 0.09% | Add +4.8% | 145,082 | $13.0M |
| Cambria Investment Management, L.P. | 0.74% | Reduce -0.7% | 143,870 | $12.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +8.8% | 142,719 | $12.3M |
| Worldquant Millennium Advisors LLC | 0.09% | Add +34.8% | 140,831 | $12.1M |
| Natixis | 0.07% | Add +141.6% | 140,781 | $12.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -18.8% | 133,285 | $11.4M |
| Prudential Financial Inc. | 0.02% | Reduce -3.0% | 132,762 | $11.4M |
| Illinois Municipal Retirement Fund | 0.16% | Add +0.5% | 131,311 | $11.3M |
| National Bank of Canada | 0.01% | Add +61.6% | 128,755 | $11.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.9% | 127,704 | $11.0M |
| Allianz Asset Management GmbH | 0.02% | Add +2.3% | 126,219 | $10.8M |
| Goelzer Investment Management, Inc. | 0.59% | Reduce -0.9% | 124,665 | $10.7M |
| Toronto Dominion Bank | 0.02% | Add +15.8% | 123,958 | $10.6M |
| Pictet Asset Management Holding SA | 0.01% | Add +0.8% | 122,576 | $10.5M |
| Aviva PLC | 0.03% | Add +2.0% | 121,949 | $10.5M |
| Hudson Bay Capital Management LP | 0.08% | New | 120,000 | $10.3M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -47.4% | 117,801 | $10.1M |
| Raymond James & Associates | 0.01% | Add +36.3% | 116,364 | $10.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +18.4% | 115,582 | $9.9M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.0% | 114,237 | $9.8M |
| AE Wealth Management LLC | 0.09% | Reduce -3.2% | 114,033 | $9.8M |
| Interval Partners, LP | 0.28% | Reduce -27.8% | 112,643 | $9.7M |
| Lighthouse Investment Partners, LLC | 0.52% | New | 112,540 | $9.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +0.7% | 111,971 | $9.6M |
| Asset Management One Co., Ltd. | 0.03% | Add +15.4% | 109,100 | $9.4M |
| AMG National Trust Bank | 0.25% | Reduce -10.0% | 108,697 | $9.3M |
| Holocene Advisors, LP | 0.04% | Add +92.6% | 108,326 | $9.3M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.