Principal Financial GroupPFG
13F holders, Q4 2024 (December 31)785holders
44new positions
77sold out
6famous investors
$77.42avg. 13F price*
At the end of Q4 2024, 785 institutions reported holding Principal Financial Group (PFG) in their 13F filings, unchanged from Q3 2024. 44 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.5B) and Nippon Life Insurance Co. ($1.4B). 6 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $72.3M |
| Exits | 77 | $87.2M |
All 13F filers, Q3 2024 → Q4 2024: 7,355,360 shares bought and 8,234,804 shares sold, net −879,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 785 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.3% | 27,430,527 | $2.1B |
| BlackRock, Inc. | 0.03% | Reduce -0.2% | 19,856,054 | $1.5B |
| Nippon Life Insurance Co. | 23.74% | No change | 18,137,000 | $1.4B |
| Bank of America Corp. | 0.07% | Reduce -11.9% | 9,802,354 | $758.8M |
| State Street Corp. | 0.03% | Add +1.3% | 9,669,088 | $748.5M |
| Geode Capital Management, LLC | 0.03% | Add +1.0% | 5,466,587 | $422.1M |
| Capital Research Global Investors | 0.08% | Add +0.2% | 4,967,857 | $384.6M |
| Wellington Management Group LLP | 0.06% | Reduce -4.1% | 4,191,838 | $324.5M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.6% | 3,913,064 | $302.9M |
| Northern Trust Corp. | 0.04% | Add +9.8% | 3,662,918 | $283.5M |
| Morgan Stanley | 0.02% | Add +0.3% | 2,911,596 | $225.4M |
| Norges Bank | 0.03% | Reduce -14.6% | 2,803,530 | $217.0M |
| Invesco Ltd. | 0.04% | Reduce -16.2% | 2,753,987 | $213.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.6% | 1,979,558 | $153.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +12.6% | 1,877,246 | $145.3M |
| Legal & General Group Plc | 0.03% | Reduce -6.4% | 1,627,120 | $126.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -18.7% | 1,528,038 | $118.3M |
| UBS Group AG | 0.03% | Add +54.0% | 1,489,373 | $115.3M |
| Deutsche Bank AG | 0.04% | Add +73.5% | 1,482,053 | $114.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.2% | 1,448,507 | $112.1M |
| HSBC Holdings PLC | 0.07% | Reduce -1.2% | 1,436,859 | $111.2M |
| Amundi | 0.04% | Add +24.1% | 1,359,779 | $106.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -29.6% | 1,220,135 | $94.5M |
| Royal Bank of Canada | 0.02% | Add +8.7% | 1,062,128 | $82.2M |
| Voloridge Investment Management, LLC | 0.24% | Add +2.0% | 879,704 | $68.1M |
| Mairs & Power Inc. | 0.62% | Reduce -5.3% | 823,478 | $63.7M |
| Qube Research & Technologies Ltd | 0.09% | Add +1046.9% | 712,023 | $55.1M |
| AustralianSuper Pty Ltd | 0.24% | Add +23.2% | 665,410 | $51.5M |
| Swiss National Bank | 0.03% | Reduce -6.0% | 654,200 | $50.6M |
| Swiss Life Asset Management Ltd | 0.33% | Add +231.1% | 583,149 | $45.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.4% | 553,555 | $42.9M |
| Barclays PLC | 0.02% | Reduce -32.9% | 541,102 | $41.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.9% | 513,166 | $39.7M |
| Verition Fund Management LLC | 0.19% | Add +112.6% | 482,215 | $37.3M |
| FMR LLC | 0.00% | Reduce -4.6% | 479,980 | $37.2M |
| BNP Paribas Financial Markets | 0.03% | Add +27.6% | 469,424 | $36.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -1.9% | 457,142 | $35.4M |
| Rhumbline Advisers | 0.03% | Reduce -5.5% | 438,647 | $34.0M |
| Citadel Advisors | 0.03% | Add +20132.5% | 411,731 | $31.9M |
| Victory Capital Management Inc. | 0.03% | Add +2.8% | 410,926 | $31.8M |
| North Star Asset Management Inc. | 1.36% | Add +0.3% | 397,545 | $30.8M |
| California Public Employees Retirement System | 0.02% | Reduce -9.2% | 371,093 | $28.7M |
| Trust Point Inc. | 1.99% | Reduce -12.0% | 370,044 | $28.6M |
| Woodline Partners LP | 0.19% | New | 367,504 | $28.4M |
| California State Teachers Retirement System | 0.03% | Reduce -0.7% | 365,440 | $28.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +4.3% | 353,846 | $27.6M |
| National Pension Service | 0.03% | Reduce -7.2% | 350,543 | $27.1M |
| Millennium Management | 0.02% | Reduce -44.7% | 337,038 | $26.1M |
| Fort Washington Investment Advisors Inc. | 0.14% | Reduce -19.2% | 304,197 | $23.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 302,579 | $23.4M |
| KBC Group NV | 0.06% | Add +398.4% | 291,379 | $22.6M |
| Bridgewater Associates | 0.09% | Add +37.9% | 253,752 | $19.6M |
| Bank of Montreal | 0.01% | Reduce -49.7% | 253,404 | $19.6M |
| Korea Investment CORP | 0.05% | Reduce -3.1% | 250,366 | $19.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -3.7% | 245,316 | $19.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.2% | 239,775 | $18.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +211.9% | 237,791 | $18.4M |
| Sound Income Strategies, LLC | 1.09% | Add +8.8% | 228,677 | $17.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 227,090 | $17.6M |
| GW Henssler & Associates Ltd. | 0.99% | Reduce -1.2% | 201,091 | $17.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -9.5% | 218,115 | $16.9M |
| Raymond James Financial Inc. | 0.01% | — | 204,385 | $15.8M |
| Storebrand Asset Management As | 0.05% | Reduce -7.1% | 198,781 | $15.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +87.6% | 197,000 | $15.2M |
| American Century Companies Inc. | 0.01% | Reduce -8.6% | 193,722 | $15.0M |
| Allianz Asset Management GmbH | 0.02% | Add +53.4% | 193,569 | $15.0M |
| Engineers Gate Manager LP | 0.26% | Add +225.3% | 192,327 | $14.9M |
| First Trust Advisors LP | 0.01% | Add +86.5% | 191,092 | $14.8M |
| Wells Fargo & Company | 0.00% | Reduce -29.7% | 182,322 | $14.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.2% | 179,282 | $13.9M |
| Susquehanna International Group, LLP | 0.02% | Add +207.7% | 169,966 | $13.2M |
| Swedbank AB | 0.02% | No change | 162,158 | $12.6M |
| Bank of Nova Scotia | 0.02% | Add +124.1% | 156,826 | $12.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +33.7% | 154,534 | $12.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.6% | 153,682 | $11.9M |
| Citigroup Inc. | 0.01% | Reduce -38.4% | 150,308 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 149,802 | $11.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +4.9% | 149,743 | $11.6M |
| Cambria Investment Management, L.P. | 0.70% | Add +4.0% | 149,657 | $11.6M |
| Quantbot Technologies LP | 0.42% | Add +2064.3% | 148,299 | $11.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +18.5% | 145,275 | $11.2M |
| Natixis | 0.08% | Add +1.9% | 143,391 | $11.1M |
| Man Group plc | 0.03% | Reduce -35.9% | 140,518 | $10.9M |
| Aviva PLC | 0.03% | Add +14.4% | 139,485 | $10.8M |
| Worldquant Millennium Advisors LLC | 0.07% | Reduce -3.0% | 136,540 | $10.6M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -7.2% | 134,700 | $10.4M |
| State of Wisconsin Investment Board | 0.03% | Reduce -22.2% | 133,032 | $10.3M |
| Danske Bank A/S | 0.03% | Add +49.5% | 129,444 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.4% | 128,206 | $9.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.9% | 126,785 | $9.8M |
| Holocene Advisors, LP | 0.03% | Add +15.0% | 124,606 | $9.6M |
| AE Wealth Management LLC | 0.08% | Add +8.4% | 123,573 | $9.6M |
| APG Asset Management N.V. | 0.03% | New | 127,000 | $9.5M |
| Goelzer Investment Management, Inc. | 0.55% | Reduce -2.2% | 121,946 | $9.4M |
| DNB Asset Management AS | 0.04% | Reduce -30.2% | 120,933 | $9.4M |
| National Bank of Canada | 0.01% | Reduce -7.5% | 119,071 | $9.2M |
| AQR Capital Management | 0.01% | Add +431.3% | 118,730 | $9.2M |
| Prudential Financial Inc. | 0.01% | Reduce -11.9% | 116,991 | $9.1M |
| Illinois Municipal Retirement Fund | 0.13% | Reduce -11.2% | 116,557 | $9.0M |
| Capital Management Corp. | 1.60% | Add +14.1% | 115,614 | $8.9M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.