Principal Financial GroupPFG
13F holders, Q1 2025 (March 31)841holders +56
108new positions
54sold out
7famous investors
$84.31avg. 13F price*
At the end of Q1 2025, 841 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 56 from Q4 2024. 108 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.7B) and Nippon Life Insurance Co. ($1.5B). 7 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Principal Financial Group
- Sector
- Finance
- CUSIP
- 74251V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $87.4M |
| Exits | 54 | $64.2M |
All 13F filers, Q4 2024 → Q1 2025: 12,982,165 shares bought and 8,712,396 shares sold, net +4,269,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 841 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.7% | 27,247,915 | $2.3B |
| BlackRock, Inc. | 0.03% | Reduce -1.4% | 19,588,317 | $1.7B |
| Nippon Life Insurance Co. | 24.26% | No change | 18,137,000 | $1.5B |
| Bank of America Corp. | 0.08% | Add +15.1% | 11,286,861 | $952.3M |
| State Street Corp. | 0.04% | Add +11.3% | 10,766,566 | $908.4M |
| Geode Capital Management, LLC | 0.04% | Add +0.3% | 5,480,842 | $460.9M |
| Capital Research Global Investors | 0.09% | Add +0.3% | 4,983,302 | $420.4M |
| Victory Capital Management Inc. | 0.33% | Add +802.2% | 3,707,534 | $312.8M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -6.4% | 3,663,656 | $309.1M |
| Northern Trust Corp. | 0.04% | Reduce -2.2% | 3,581,196 | $302.1M |
| Morgan Stanley | 0.02% | Add +2.0% | 2,969,821 | $250.6M |
| Norges Bank | 0.03% | Add +2.1% | 2,861,630 | $241.4M |
| Goldman Sachs Group Inc. | 0.04% | Add +114.2% | 2,613,143 | $220.5M |
| Invesco Ltd. | 0.04% | Reduce -5.6% | 2,600,510 | $219.4M |
| Wellington Management Group LLP | 0.03% | Reduce -50.6% | 2,070,573 | $174.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -3.7% | 1,808,484 | $152.6M |
| Legal & General Group Plc | 0.04% | Add +1.4% | 1,650,346 | $139.2M |
| UBS Group AG | 0.03% | Reduce -1.1% | 1,472,230 | $124.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,468,728 | $123.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.2% | 1,433,473 | $120.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -35.9% | 1,269,676 | $107.1M |
| HSBC Holdings PLC | 0.07% | Reduce -18.1% | 1,177,467 | $99.2M |
| Royal Bank of Canada | 0.02% | Add +1.7% | 1,080,097 | $91.1M |
| Amundi | 0.03% | Reduce -16.4% | 1,136,838 | $90.2M |
| Deutsche Bank AG | 0.03% | Reduce -32.5% | 1,000,837 | $84.4M |
| AustralianSuper Pty Ltd | 0.43% | Add +34.2% | 893,246 | $75.4M |
| Mairs & Power Inc. | 0.70% | Reduce -3.8% | 791,944 | $66.8M |
| Barclays PLC | 0.03% | Add +45.2% | 785,461 | $66.3M |
| Voloridge Investment Management, LLC | 0.24% | Reduce -12.1% | 773,019 | $65.2M |
| FMR LLC | 0.00% | Add +35.3% | 649,543 | $54.8M |
| Swiss National Bank | 0.04% | Reduce -1.4% | 645,100 | $54.4M |
| AQR Capital Management | 0.06% | Add +443.6% | 645,431 | $53.6M |
| BNP Paribas Financial Markets | 0.04% | Add +28.7% | 604,121 | $51.0M |
| Massachusetts Financial Services Co. | 0.02% | Add +29.5% | 591,970 | $49.9M |
| Swiss Life Asset Management Ltd | 0.36% | Add +0.6% | 586,834 | $49.5M |
| Nuveen, LLC | 0.01% | — | 568,757 | $48.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.6% | 526,649 | $44.4M |
| Verition Fund Management LLC | 0.26% | Add +6.7% | 514,608 | $43.4M |
| Rhumbline Advisers | 0.04% | Add +8.3% | 474,956 | $40.1M |
| Bridgewater Associates | 0.18% | Add +79.1% | 454,436 | $38.3M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -40.1% | 426,383 | $36.0M |
| Conning Inc. | 1.26% | Add +5081.7% | 404,953 | $34.2M |
| North Star Asset Management Inc. | 1.54% | Add +0.6% | 399,769 | $33.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +12.2% | 397,103 | $33.5M |
| National Pension Service | 0.03% | Add +8.4% | 379,861 | $32.0M |
| Trust Point Inc. | 2.85% | Reduce -0.1% | 369,684 | $31.2M |
| California Public Employees Retirement System | 0.02% | Reduce -1.1% | 367,039 | $31.0M |
| California State Teachers Retirement System | 0.04% | Reduce -1.8% | 358,997 | $30.3M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +1.9% | 310,103 | $26.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.9% | 305,217 | $25.8M |
| Citadel Advisors | 0.03% | Reduce -26.3% | 303,662 | $25.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +88.9% | 291,979 | $24.6M |
| Alliancebernstein L.P. | 0.01% | Add +4.8% | 251,296 | $21.2M |
| Marshall Wace, LLP | 0.03% | Add +2948.7% | 248,102 | $20.9M |
| Sound Income Strategies, LLC | 1.18% | Add +3.5% | 236,617 | $20.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 229,603 | $19.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -7.6% | 226,579 | $19.1M |
| First Trust Advisors LP | 0.02% | Add +17.1% | 223,742 | $18.9M |
| State Board of Administration of Florida Retirement System | 0.04% | No change | 218,115 | $18.4M |
| Bank of Montreal | 0.01% | Reduce -15.3% | 214,617 | $18.1M |
| Allianz Asset Management GmbH | 0.03% | Add +9.6% | 212,050 | $17.9M |
| Two Sigma Advisers, LP | 0.04% | Add +145.4% | 209,600 | $17.7M |
| GW Henssler & Associates Ltd. | 1.01% | Add +4.2% | 209,494 | $17.7M |
| Citigroup Inc. | 0.01% | Add +37.5% | 206,726 | $17.4M |
| Teacher Retirement System of Texas | 0.07% | New | 199,900 | $16.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.2% | 199,878 | $16.9M |
| Wells Fargo & Company | 0.00% | Add +8.1% | 197,062 | $16.6M |
| Ameriprise Financial Inc. | 0.00% | Add +30.7% | 195,731 | $16.5M |
| Man Group plc | 0.05% | Add +30.9% | 183,877 | $15.5M |
| New York State Teachers Retirement System | 0.04% | Add +0.6% | 180,325 | $15.2M |
| National Bank of Canada | 0.02% | Add +50.4% | 179,095 | $15.1M |
| Storebrand Asset Management As | 0.05% | Reduce -12.1% | 174,790 | $14.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +11.8% | 167,481 | $14.1M |
| KBC Group NV | 0.04% | Reduce -43.1% | 165,753 | $14.0M |
| Aberdeen Group plc | 0.03% | Add +113.5% | 165,700 | $13.9M |
| Swedbank AB | 0.02% | No change | 162,158 | $13.7M |
| Aviva PLC | 0.03% | Add +14.4% | 159,647 | $13.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.1% | 152,034 | $12.8M |
| American Century Companies Inc. | 0.01% | Reduce -22.6% | 150,026 | $12.7M |
| Assenagon Asset Management S.A. | 0.02% | Add +1721.1% | 148,183 | $12.5M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -0.6% | 144,437 | $12.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +211.5% | 143,547 | $12.1M |
| Treasurer of the State of North Carolina | 0.05% | Add +39.3% | 142,740 | $12.0M |
| Holocene Advisors, LP | 0.04% | Add +14.2% | 142,314 | $12.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -40.8% | 140,719 | $11.9M |
| Brandywine Global Investment Management, LLC | 0.08% | Add +2.1% | 137,495 | $11.6M |
| AE Wealth Management LLC | 0.10% | Add +11.1% | 137,256 | $11.6M |
| Cambria Investment Management, L.P. | 0.80% | Reduce -9.0% | 136,127 | $11.5M |
| State of Wisconsin Investment Board | 0.03% | Add +1.2% | 134,665 | $11.4M |
| Worldquant Millennium Advisors LLC | 0.07% | Reduce -2.1% | 133,710 | $11.3M |
| Korea Investment CORP | 0.03% | Reduce -46.8% | 133,166 | $11.2M |
| Millennium Management | 0.01% | Reduce -61.3% | 130,420 | $11.0M |
| Prudential Financial Inc. | 0.02% | Add +9.5% | 128,093 | $10.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -0.4% | 126,285 | $10.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.9% | 125,798 | $10.6M |
| Capital Management Corp. | 1.83% | Add +8.5% | 125,457 | $10.6M |
| Forsta Ap-Fonden | 0.08% | Add +109.4% | 125,000 | $10.5M |
| Illinois Municipal Retirement Fund | 0.15% | Add +3.6% | 120,746 | $10.2M |
| Goelzer Investment Management, Inc. | 0.59% | Reduce -1.4% | 120,215 | $10.1M |
| Ossiam | 0.14% | Add +1920.5% | 119,796 | $10.1M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.