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All holdings

Principal Financial Group

PFG

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$14.6m
Combined value at quarter end
Last quarter
0 bought
1 sold or trimmed
Price at Q2 ’26 end
$107.78
+19.6% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+9.5%Q3 ’24
-9.9%Q4 ’24
+9.0%Q1 ’25
-5.9%Q2 ’25
+4.4%Q3 ’25
+6.4%Q4 ’25
+2.2%Q1 ’26
+19.6%Q2 ’26
Q3 ’24: +9.5%; Q4 ’24: -9.9%; Q1 ’25: +9.0%; Q2 ’25: -5.9%; Q3 ’25: +4.4%; Q4 ’25: +6.4%; Q1 ’26: +2.2%; Q2 ’26: +19.6%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
1Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Principal Financial Group.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Principal Financial Group
Mairs & Power0.1%$14.6m$14.6mTrimmed -17%53 qtrs

Download the holders: CSV · JSON · Markdown

About the company

Sector
Insurance · Accident & Health Insurance
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
214m at 22 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$9.3bn2013
$12bn2015
$14bn2017
$16bn2019
$14bn2021
$14bn2023
$16bn2025
2013: $9.3bn; 2014: $10bn; 2015: $12bn; 2016: $12bn; 2017: $14bn; 2018: $14bn; 2019: $16bn; 2020: $15bn; 2021: $14bn; 2022: $18bn; 2023: $14bn; 2024: $16bn; 2025: $16bn
Principal Financial Group revenue and net income by year
YearRevenueNet income
2025$16bn$1.3bn
2024$16bn$1.6bn
2023$14bn$670m
2022$18bn$4.9bn
2021$14bn$1.8bn
2020$15bn$1.4bn
2019$16bn$1.4bn
2018$14bn$1.5bn
2017$14bn$2.3bn
2016$12bn$1.3bn
2015$12bn$1.2bn
2014$10bn$1.1bn
2013$9.3bn$913m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.