Principal Financial GroupPFG
13F holders, Q4 2025 (December 31)893holders +64
95new positions
60sold out
7famous investors
$88.20avg. 13F price*
At the end of Q4 2025, 893 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 64 from Q3 2025. 95 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.8B) and Nippon Life Insurance Co. ($1.6B). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $79.3M |
| Exits | 60 | $90.2M |
All 13F filers, Q3 2025 → Q4 2025: 9,760,878 shares bought and 12,508,929 shares sold, net −2,748,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 893 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.6% | 26,969,104 | $2.4B |
| BlackRock, Inc. | 0.03% | Add +1.9% | 20,414,121 | $1.8B |
| Nippon Life Insurance Co. | 27.53% | No change | 18,137,000 | $1.6B |
| State Street Corp. | 0.03% | Reduce -0.5% | 10,509,360 | $927.0M |
| Bank of America Corp. | 0.05% | Reduce -0.3% | 8,399,133 | $740.9M |
| Geode Capital Management, LLC | 0.03% | Reduce -0.7% | 5,575,729 | $489.9M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.0% | 3,767,182 | $332.3M |
| Northern Trust Corp. | 0.04% | Reduce -1.2% | 3,427,612 | $302.3M |
| Invesco Ltd. | 0.03% | Reduce -2.7% | 3,284,734 | $289.7M |
| Norges Bank | 0.03% | — | 3,098,015 | $273.3M |
| Morgan Stanley | 0.02% | Add +1.8% | 3,079,857 | $271.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +5.8% | 2,499,181 | $220.5M |
| AQR Capital Management | 0.11% | Add +112.8% | 2,348,233 | $207.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +9.9% | 1,976,898 | $174.4M |
| Legal & General Group Plc | 0.03% | Add +1.5% | 1,639,302 | $144.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.0% | 1,444,682 | $127.4M |
| Amundi | 0.03% | Reduce -19.9% | 1,236,385 | $109.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.7% | 1,213,883 | $107.1M |
| Deutsche Bank AG | 0.03% | Add +9.5% | 1,154,605 | $101.8M |
| JPMorgan Chase & Co. | 0.01% | Add +9.2% | 1,067,815 | $94.2M |
| UBS Group AG | 0.02% | Reduce -52.6% | 959,342 | $84.6M |
| AustralianSuper Pty Ltd | 0.37% | Add +9.6% | 896,710 | $79.1M |
| HSBC Holdings PLC | 0.04% | Add +1.8% | 812,064 | $71.7M |
| Royal Bank of Canada | 0.01% | Reduce -54.1% | 768,682 | $67.8M |
| Marshall Wace, LLP | 0.06% | Add +71.6% | 732,606 | $64.6M |
| First Trust Advisors LP | 0.04% | Add +18.6% | 688,028 | $60.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +67.5% | 623,684 | $55.0M |
| Swiss National Bank | 0.03% | Reduce -5.5% | 610,900 | $53.9M |
| FMR LLC | 0.00% | Add +0.1% | 610,521 | $53.9M |
| Weiss Asset Management LP | 0.97% | Add +597.5% | 608,926 | $53.7M |
| Citadel Advisors | 0.04% | Add +263.3% | 596,575 | $52.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -84.8% | 591,838 | $52.2M |
| Barclays PLC | 0.02% | Reduce -12.8% | 584,244 | $51.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -28.1% | 577,889 | $51.0M |
| Nuveen, LLC | 0.01% | Reduce -2.1% | 548,524 | $48.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -16.1% | 523,859 | $46.2M |
| LPL Financial LLC | 0.01% | Add +338.9% | 521,319 | $46.0M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -7.3% | 520,463 | $45.9M |
| Bridgewater Associates | 0.15% | Reduce -3.3% | 475,487 | $41.9M |
| Teacher Retirement System of Texas | 0.14% | Add +117.0% | 468,336 | $41.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.0% | 455,175 | $40.7M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -33.3% | 459,205 | $40.5M |
| Rhumbline Advisers | 0.03% | Reduce -8.4% | 451,478 | $39.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +129.8% | 437,217 | $38.6M |
| American Century Companies Inc. | 0.02% | Add +38.8% | 429,991 | $37.9M |
| California Public Employees Retirement System | 0.02% | Reduce -3.0% | 412,402 | $36.4M |
| Wedge Capital Management L L P | 0.65% | Add +1173.8% | 411,887 | $36.3M |
| California State Teachers Retirement System | 0.04% | Add +2.8% | 405,497 | $35.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.21% | Add +78.1% | 397,100 | $35.0M |
| KBC Group NV | 0.08% | Add +1144.6% | 397,070 | $35.0M |
| Fort Washington Investment Advisors Inc. | 0.18% | Add +26.1% | 393,629 | $34.7M |
| North Star Asset Management Inc. | 1.38% | Reduce -1.6% | 388,746 | $34.3M |
| Trust Point Inc. | 2.57% | Reduce -0.1% | 369,443 | $32.6M |
| Conning Inc. | 1.15% | Reduce -10.0% | 368,763 | $32.5M |
| Eurizon Capital SGR S.p.A. | 0.10% | — | 368,119 | $32.5M |
| Raymond James Financial Inc. | 0.01% | Add +66.7% | 321,565 | $28.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 300,121 | $26.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +10.2% | 280,919 | $24.8M |
| Interval Partners, LP | 0.58% | Add +99.8% | 280,590 | $24.8M |
| Two Sigma Investments, LP | 0.04% | Reduce -37.4% | 262,337 | $23.1M |
| Wells Fargo & Company | 0.00% | Add +18.8% | 259,347 | $22.9M |
| Sound Income Strategies, LLC | 1.02% | Reduce -0.8% | 244,092 | $21.6M |
| SG Americas Securities, LLC | 0.03% | Add +2878.1% | 244,711 | $21.6M |
| Citigroup Inc. | 0.01% | Add +17.6% | 239,433 | $21.1M |
| Alliancebernstein L.P. | 0.01% | Add +1.0% | 236,836 | $20.9M |
| Korea Investment CORP | 0.04% | Add +24.9% | 235,766 | $20.8M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +15.9% | 231,285 | $20.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +103.4% | 229,903 | $20.3M |
| Acadian Asset Management LLC | 0.03% | Add +144.5% | 225,123 | $19.9M |
| GW Henssler & Associates Ltd. | 0.95% | Add +2.1% | 223,539 | $19.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.9% | 218,990 | $19.3M |
| State of Wisconsin Investment Board | 0.04% | Add +5.8% | 217,211 | $19.2M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 215,144 | $19.0M |
| Mairs & Power Inc. | 0.18% | Reduce -16.7% | 211,818 | $18.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +49.2% | 207,809 | $18.4M |
| Swedbank AB | 0.02% | No change | 206,073 | $18.2M |
| Caisse de depot et placement du Quebec | 0.03% | New | 204,500 | $18.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -13.4% | 203,653 | $18.0M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 202,996 | $17.9M |
| Aviva PLC | 0.03% | Add +4.4% | 193,232 | $17.0M |
| Bank of Montreal | 0.01% | Reduce -3.1% | 191,598 | $16.9M |
| Cerity Partners LLC | 0.02% | Add +224.0% | 180,494 | $15.9M |
| New York State Teachers Retirement System | 0.03% | Add +12.2% | 179,303 | $15.8M |
| AE Wealth Management LLC | 0.09% | Add +4.7% | 178,641 | $15.8M |
| Jane Street Group, LLC | 0.02% | Add +1395.9% | 170,761 | $15.1M |
| Canada Pension Plan Investment Board | 0.01% | No change | 168,710 | $14.9M |
| Capital Management Corp. | 2.43% | Reduce -2.6% | 168,206 | $14.8M |
| Storebrand Asset Management As | 0.04% | Reduce -4.1% | 167,015 | $14.7M |
| Quantinno Capital Management LP | 0.03% | Add +30.0% | 166,387 | $14.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +1.7% | 163,759 | $14.5M |
| Focus Partners Wealth | 0.02% | Reduce -13.1% | 161,965 | $14.3M |
| Aberdeen Group plc | 0.02% | Reduce -4.9% | 161,708 | $14.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +67.2% | 158,121 | $13.9M |
| Forsta Ap-Fonden | 0.08% | Reduce -0.4% | 157,900 | $13.9M |
| Man Group plc | 0.02% | Reduce -77.3% | 144,831 | $12.8M |
| Franklin Resources Inc. | 0.00% | Add +28.6% | 144,828 | $12.8M |
| Public Sector Pension Investment Board | 0.04% | Add +229.5% | 144,076 | $12.7M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -26.2% | 143,954 | $12.7M |
| Allianz Asset Management GmbH | 0.01% | Add +286.8% | 138,344 | $12.2M |
| Azimuth Capital Investment Management LLC | 0.44% | Add +2.6% | 137,953 | $12.2M |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.