Principal Financial GroupPFG
13F holders, Q2 2025 (June 30)814holders −27
68new positions
99sold out
8famous investors
$79.42avg. 13F price*
At the end of Q2 2025, 814 institutions reported holding Principal Financial Group (PFG) in their 13F filings, down 27 from Q1 2025. 68 opened new positions and 99 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 Ray Dalio (0.1% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $84.1M |
| Exits | 99 | $491.6M |
All 13F filers, Q1 2025 → Q2 2025: 9,927,089 shares bought and 11,945,358 shares sold, net −2,018,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 814 holders
| Vanguard Group Inc. | 0.04% | Add +0.4% | 27,345,064 | $2.2B |
| BlackRock, Inc. | 0.03% | Add +3.1% | 20,203,344 | $1.6B |
| Nippon Life Insurance Co. | 21.77% | No change | 18,137,000 | $1.4B |
| Bank of America Corp. | 0.08% | Add +9.6% | 12,370,852 | $982.6M |
| State Street Corp. | 0.03% | Reduce -0.7% | 10,692,504 | $849.3M |
| Geode Capital Management, LLC | 0.03% | Add +0.1% | 5,486,682 | $434.0M |
| Victory Capital Management Inc. | 0.22% | Add +15.8% | 4,294,685 | $341.1M |
| Dimensional Fund Advisors LP | 0.07% | Add +2.8% | 3,764,738 | $299.0M |
| Northern Trust Corp. | 0.04% | Reduce -2.7% | 3,485,067 | $276.8M |
| Morgan Stanley | 0.02% | Add +6.8% | 3,172,836 | $252.0M |
| Norges Bank | 0.03% | Reduce -0.1% | 2,859,100 | $227.1M |
| Invesco Ltd. | 0.04% | Add +5.4% | 2,740,463 | $217.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +16.1% | 2,098,718 | $166.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -26.1% | 1,930,224 | $153.3M |
| Amundi | 0.05% | Add +57.6% | 1,791,246 | $144.2M |
| Royal Bank of Canada | 0.03% | Add +60.9% | 1,737,520 | $138.0M |
| Legal & General Group Plc | 0.03% | Reduce -4.1% | 1,582,126 | $125.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.0% | 1,468,558 | $116.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.9% | 1,349,005 | $107.2M |
| UBS Group AG | 0.02% | Reduce -15.3% | 1,246,883 | $99.0M |
| HSBC Holdings PLC | 0.06% | Reduce -4.2% | 1,128,560 | $89.6M |
| Deutsche Bank AG | 0.03% | Add +5.0% | 1,050,646 | $83.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.4% | 1,023,850 | $81.3M |
| AustralianSuper Pty Ltd | 0.40% | Add +11.2% | 993,643 | $78.9M |
| Qube Research & Technologies Ltd | 0.10% | Add +111.5% | 901,652 | $71.6M |
| Barclays PLC | 0.03% | Add +0.4% | 788,860 | $62.7M |
| First Trust Advisors LP | 0.04% | Add +208.6% | 690,528 | $54.8M |
| Swiss National Bank | 0.03% | Add +5.6% | 681,000 | $54.1M |
| FMR LLC | 0.00% | Reduce -5.0% | 616,990 | $49.0M |
| Massachusetts Financial Services Co. | 0.02% | Add +2.9% | 608,954 | $48.4M |
| AQR Capital Management | 0.04% | Reduce -7.5% | 596,724 | $47.4M |
| Swiss Life Asset Management Ltd | 0.28% | Reduce -0.0% | 586,751 | $46.6M |
| Nuveen, LLC | 0.01% | Reduce -0.1% | 568,277 | $45.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +4.6% | 550,712 | $43.7M |
| BNP Paribas Financial Markets | 0.03% | Reduce -13.4% | 523,381 | $41.6M |
| Rhumbline Advisers | 0.03% | Add +2.0% | 484,457 | $38.5M |
| Bridgewater Associates | 0.14% | Reduce -0.6% | 451,548 | $35.9M |
| Conning Inc. | 1.28% | Add +10.1% | 445,660 | $35.4M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -42.6% | 443,678 | $35.2M |
| Marshall Wace, LLP | 0.04% | Add +65.7% | 411,185 | $32.7M |
| California Public Employees Retirement System | 0.02% | Add +10.3% | 404,707 | $32.1M |
| North Star Asset Management Inc. | 1.35% | Add +0.5% | 401,919 | $31.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +0.8% | 400,161 | $31.8M |
| California State Teachers Retirement System | 0.03% | Add +10.1% | 395,145 | $31.4M |
| National Pension Service | 0.03% | Add +0.7% | 382,437 | $30.4M |
| Trust Point Inc. | 2.77% | No change | 369,684 | $29.4M |
| Mairs & Power Inc. | 0.28% | Reduce -54.2% | 362,798 | $28.8M |
| D. E. Shaw & Co. | 0.03% | Add +455.8% | 353,264 | $28.1M |
| Two Sigma Investments, LP | 0.05% | Add +247.1% | 346,959 | $27.6M |
| Verition Fund Management LLC | 0.15% | Reduce -37.9% | 319,631 | $25.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +123.6% | 314,711 | $25.0M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +1.4% | 314,354 | $25.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +7.5% | 313,766 | $24.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.7% | 307,297 | $24.4M |
| Millennium Management | 0.02% | Add +122.7% | 290,381 | $23.1M |
| Two Sigma Advisers, LP | 0.04% | Add +30.7% | 274,000 | $21.8M |
| Prana Capital Management, LP | 0.75% | New | 259,230 | $20.6M |
| Sound Income Strategies, LLC | 1.13% | Add +5.2% | 248,858 | $19.8M |
| Ameriprise Financial Inc. | 0.00% | Add +24.9% | 244,388 | $19.4M |
| Citadel Advisors | 0.02% | Reduce -20.7% | 240,722 | $19.1M |
| Lighthouse Investment Partners, LLC | 0.83% | New | 239,806 | $19.0M |
| American Century Companies Inc. | 0.01% | Add +59.1% | 238,672 | $19.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.3% | 233,089 | $18.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +2.7% | 232,618 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +17.7% | 231,880 | $18.4M |
| Raymond James Financial Inc. | 0.01% | Add +14.1% | 228,037 | $18.1M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.0% | 220,315 | $17.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.8% | 216,292 | $17.2M |
| Citigroup Inc. | 0.01% | Add +4.5% | 216,141 | $17.2M |
| GW Henssler & Associates Ltd. | 0.91% | Add +2.0% | 213,618 | $17.0M |
| Man Group plc | 0.04% | Add +15.9% | 213,127 | $16.9M |
| State of Wisconsin Investment Board | 0.04% | Add +56.7% | 211,079 | $16.8M |
| Treasurer of the State of North Carolina | 0.05% | Add +43.4% | 204,613 | $16.3M |
| Swedbank AB | 0.02% | Add +21.7% | 197,386 | $15.7M |
| Tudor Investment Corporation | 0.12% | New | 195,789 | $15.6M |
| Korea Investment CORP | 0.03% | Add +44.3% | 192,166 | $15.3M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +84.8% | 190,330 | $15.1M |
| Bank of Montreal | 0.01% | Reduce -15.2% | 181,963 | $14.5M |
| Prudential Financial Inc. | 0.02% | Add +40.1% | 179,448 | $14.3M |
| Teacher Retirement System of Texas | 0.06% | Reduce -10.9% | 178,167 | $14.2M |
| Interval Partners, LP | 0.32% | Add +124.4% | 177,306 | $14.1M |
| Storebrand Asset Management As | 0.04% | Add +1.1% | 176,629 | $14.0M |
| Aberdeen Group plc | 0.02% | Add +4.7% | 173,436 | $13.8M |
| Aviva PLC | 0.03% | Add +5.3% | 168,095 | $13.4M |
| National Bank of Canada | 0.01% | Reduce -7.8% | 165,221 | $13.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +11.6% | 161,144 | $12.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.3% | 159,940 | $12.7M |
| AE Wealth Management LLC | 0.09% | Add +14.3% | 156,900 | $12.5M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +1953.8% | 155,718 | $12.4M |
| Forsta Ap-Fonden | 0.08% | Add +22.8% | 153,500 | $12.2M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -9.3% | 151,879 | $12.1M |
| EDENTREE ASSET MANAGEMENT Ltd | 3.27% | Add +37.6% | 148,600 | $11.8M |
| Capital Management Corp. | 1.96% | Add +15.5% | 144,879 | $11.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +28.7% | 137,623 | $10.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -9.5% | 137,574 | $10.9M |
| Worldquant Millennium Advisors LLC | 0.05% | Add +2.7% | 137,301 | $10.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +26.5% | 136,027 | $10.8M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -2.4% | 134,195 | $10.7M |
| Holocene Advisors, LP | 0.03% | Reduce -8.6% | 130,077 | $10.3M |
| Bank of Nova Scotia | 0.02% | Add +363.0% | 127,860 | $10.2M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.