Principal Financial GroupPFG
13F holders, Q3 2025 (September 30)829holders +15
72new positions
52sold out
8famous investors
$82.97avg. 13F price*
At the end of Q3 2025, 829 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 15 from Q2 2025. 72 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.7B) and Nippon Life Insurance Co. ($1.5B). 8 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $68.5M |
| Exits | 52 | $55.8M |
All 13F filers, Q2 2025 → Q3 2025: 6,763,044 shares bought and 10,004,538 shares sold, net −3,241,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 829 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.8% | 27,131,356 | $2.2B |
| BlackRock, Inc. | 0.03% | Reduce -0.9% | 20,026,704 | $1.7B |
| Nippon Life Insurance Co. | 25.31% | No change | 18,137,000 | $1.5B |
| State Street Corp. | 0.03% | Reduce -1.2% | 10,560,056 | $875.5M |
| Bank of America Corp. | 0.05% | Reduce -31.9% | 8,426,764 | $698.7M |
| Geode Capital Management, LLC | 0.03% | Add +2.4% | 5,617,443 | $463.9M |
| Victory Capital Management Inc. | 0.19% | Reduce -9.0% | 3,906,748 | $323.9M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.0% | 3,766,362 | $312.3M |
| Northern Trust Corp. | 0.04% | Reduce -0.5% | 3,468,764 | $287.6M |
| Invesco Ltd. | 0.04% | Add +23.2% | 3,376,797 | $280.0M |
| Morgan Stanley | 0.02% | Reduce -4.7% | 3,024,188 | $250.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +22.4% | 2,363,135 | $195.9M |
| UBS Group AG | 0.03% | Add +62.3% | 2,023,880 | $167.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -14.3% | 1,799,149 | $149.2M |
| Royal Bank of Canada | 0.02% | Reduce -3.5% | 1,675,800 | $138.9M |
| Legal & General Group Plc | 0.03% | Add +2.1% | 1,615,616 | $134.0M |
| Amundi | 0.04% | Reduce -13.9% | 1,542,925 | $129.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.6% | 1,444,405 | $119.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.5% | 1,234,629 | $102.4M |
| AQR Capital Management | 0.06% | Add +84.9% | 1,103,565 | $90.9M |
| Deutsche Bank AG | 0.03% | Add +0.4% | 1,054,450 | $87.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.5% | 977,625 | $81.1M |
| AustralianSuper Pty Ltd | 0.32% | Reduce -17.7% | 817,959 | $67.8M |
| BNP Paribas Financial Markets | 0.05% | Add +53.6% | 804,141 | $66.7M |
| HSBC Holdings PLC | 0.04% | Reduce -29.3% | 797,708 | $65.9M |
| Assenagon Asset Management S.A. | 0.09% | Add +1048.8% | 697,735 | $57.8M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -23.6% | 688,538 | $57.1M |
| Barclays PLC | 0.02% | Reduce -15.1% | 669,856 | $55.5M |
| Swiss National Bank | 0.03% | Reduce -5.1% | 646,300 | $53.6M |
| Man Group plc | 0.10% | Add +199.1% | 637,358 | $52.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +13.4% | 624,468 | $51.8M |
| FMR LLC | 0.00% | Reduce -1.1% | 609,932 | $50.6M |
| Swiss Life Asset Management Ltd | 0.26% | Add +1.3% | 594,297 | $49.3M |
| First Trust Advisors LP | 0.04% | Reduce -16.0% | 580,047 | $48.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -7.8% | 561,314 | $46.5M |
| Nuveen, LLC | 0.01% | Reduce -1.4% | 560,129 | $46.4M |
| Rhumbline Advisers | 0.03% | Add +1.7% | 492,804 | $40.9M |
| Bridgewater Associates | 0.16% | Add +8.9% | 491,533 | $40.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +8.3% | 433,407 | $35.9M |
| Marshall Wace, LLP | 0.04% | Add +3.9% | 427,014 | $35.4M |
| California Public Employees Retirement System | 0.02% | Add +5.1% | 425,383 | $35.3M |
| Two Sigma Investments, LP | 0.06% | Add +20.8% | 419,129 | $34.7M |
| Conning Inc. | 1.19% | Reduce -8.0% | 409,864 | $34.0M |
| North Star Asset Management Inc. | 1.33% | Reduce -1.7% | 395,121 | $32.8M |
| California State Teachers Retirement System | 0.03% | Reduce -0.1% | 394,625 | $32.7M |
| National Pension Service | 0.03% | Add +1.5% | 388,046 | $32.2M |
| Rakuten Investment Management, Inc. | 0.11% | — | 223,450 | $31.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +276.3% | 372,433 | $30.9M |
| Trust Point Inc. | 2.47% | Reduce -0.0% | 369,624 | $30.6M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -26.2% | 327,368 | $27.1M |
| Two Sigma Advisers, LP | 0.05% | Add +16.5% | 319,100 | $26.5M |
| Squarepoint Ops LLC | 0.06% | Add +154.5% | 318,555 | $26.4M |
| Fort Washington Investment Advisors Inc. | 0.14% | Reduce -0.7% | 312,165 | $25.9M |
| American Century Companies Inc. | 0.01% | Add +29.8% | 309,768 | $25.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.0% | 294,929 | $24.5M |
| Millennium Management | 0.02% | Reduce -8.0% | 267,137 | $22.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -18.8% | 254,898 | $21.1M |
| Mairs & Power Inc. | 0.20% | Reduce -29.9% | 254,418 | $21.1M |
| Sound Income Strategies, LLC | 1.11% | Reduce -1.1% | 246,068 | $20.3M |
| Prana Capital Management, LP | 0.67% | Reduce -6.9% | 241,339 | $20.0M |
| Alliancebernstein L.P. | 0.01% | Add +0.6% | 234,504 | $19.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +1.1% | 235,219 | $19.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 232,743 | $19.3M |
| D. E. Shaw & Co. | 0.02% | Reduce -35.3% | 228,622 | $19.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.12% | New | 223,000 | $18.5M |
| GW Henssler & Associates Ltd. | 0.91% | Add +2.5% | 218,932 | $18.2M |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 218,264 | $18.1M |
| Teacher Retirement System of Texas | 0.07% | Add +21.1% | 215,843 | $17.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.5% | 210,795 | $17.5M |
| Swedbank AB | 0.02% | Add +4.4% | 206,073 | $17.1M |
| State of Wisconsin Investment Board | 0.04% | Reduce -2.7% | 205,344 | $17.0M |
| Citigroup Inc. | 0.01% | Reduce -5.8% | 203,574 | $16.9M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -7.9% | 202,996 | $16.8M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +4.8% | 199,557 | $16.5M |
| Bank of Montreal | 0.01% | Add +8.6% | 197,648 | $16.4M |
| Pictet Asset Management Holding SA | 0.02% | Add +21.0% | 194,981 | $16.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.4% | 192,862 | $16.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -39.5% | 190,261 | $15.8M |
| Korea Investment CORP | 0.03% | Reduce -1.8% | 188,766 | $15.7M |
| Focus Partners Wealth | 0.03% | Add +144.8% | 186,477 | $15.5M |
| Aviva PLC | 0.03% | Add +10.1% | 185,065 | $15.3M |
| Storebrand Asset Management As | 0.04% | Reduce -1.4% | 174,159 | $14.4M |
| Capital Management Corp. | 2.25% | Add +19.2% | 172,736 | $14.3M |
| AE Wealth Management LLC | 0.09% | Add +8.8% | 170,695 | $14.2M |
| Aberdeen Group plc | 0.02% | Reduce -1.9% | 170,101 | $14.1M |
| Canada Pension Plan Investment Board | 0.01% | Add +94.0% | 168,710 | $14.0M |
| EDENTREE ASSET MANAGEMENT Ltd | 3.36% | Add +13.5% | 168,600 | $14.0M |
| Citadel Advisors | 0.01% | Reduce -31.8% | 164,212 | $13.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +6.0% | 161,017 | $13.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.1% | 159,856 | $13.3M |
| Forsta Ap-Fonden | 0.08% | Add +3.3% | 158,500 | $13.1M |
| Alyeska Investment Group, L.P. | 0.04% | New | 148,973 | $12.4M |
| National Bank of Canada | 0.01% | Reduce -11.2% | 146,807 | $12.2M |
| Schonfeld Strategic Advisors LLC | 0.08% | Reduce -8.0% | 143,254 | $11.9M |
| Interval Partners, LP | 0.25% | Reduce -20.8% | 140,422 | $11.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +1.2% | 139,285 | $11.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.8% | 135,150 | $11.2M |
| Azimuth Capital Investment Management LLC | 0.40% | Add +71.0% | 134,405 | $11.1M |
| Brandywine Global Investment Management, LLC | 0.08% | Add +0.1% | 134,380 | $11.1M |
| New York State Common Retirement Fund | 0.01% | Add +3.5% | 130,685 | $10.8M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.