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Principal Financial Group Inc

PFG
Exchange
Nasdaq
Industry
Accident & Health Insurance
SEC CIK
0001126328

No open-market purchases or sales by Principal Financial Group Inc insiders were filed in the last 90 days; 961 institutions reported holding it in 13F filings for Q2 2026, worth $18.4B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Principal Financial Group Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
646
No complete 13F data for Q4 2020
Shares held
190.9M
No complete 13F data for Q4 2020
Total value
$11.4B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 646 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ1 2021: $11.4B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$11.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PFG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
HHM Wealth Advisors, LLC400$24.0K0.01%––
MBM Wealth Consultants, LLC405$24.0K0.01%––
McCarthy Grittinger Financial Group, LLC410$24.6K0.01%––
Parkside Financial Bank & Trust416$25.0K0.01%––
First Horizon Advisors, Inc.423$25.0K0.00%––
CVA Family Office, LLC420$25.0K0.01%––
Eudaimonia Partners, LLC415$25.0K0.01%––
Wealthcare Advisory Partners LLC429$26.0K0.00%––
CX Institutional434$26.0K0.00%––
Pittenger & Anderson Inc442$27.0K0.00%––
Kayne Anderson Rudnick Investment Management LLC486$29.0K0.00%––
Loomis Sayles & Co L P496$30.0K0.00%––
Motco494$30.0K0.00%––
RMR Wealth Builders506$30.0K0.01%––
Gemmer Asset Management LLC523$31.0K0.00%––
Tarbox Family Office, Inc.527$32.0K0.01%––
Harvest Fund Management Co., Ltd541$32.0K0.00%––
Stilwell Value LLC547$33.0K0.02%––
McClarren Financial Advisors, Inc.552$33.0K0.03%––
TD Private Client Wealth LLC565$33.9K0.00%––
O'Shaughnessy Asset Management, LLC594$36.0K0.00%––
WealthShield Partners, LLC601$36.0K0.01%––
West Financial Advisors, LLC599$36.0K0.01%––
TD Ameritrade Investment Management, LLC738$37.0K0.00%––
NEXT Financial Group, Inc621$37.0K0.00%––
First Command Bank628$38.0K0.01%––
First Command Financial Services, Inc.628$38.0K0.01%––
CoreFirst Bank & Trust655$39.0K0.03%––
Riggs Asset Managment Co. Inc.665$40.0K0.01%––
Sutton Wealth Advisors Inc.668$40.1K0.02%––
American Portfolios Advisors681$40.9K0.00%––
City Holding Co678$41.0K0.01%––
Burleson & Company, LLC685$41.0K0.01%––
Systematic Alpha Investments, LLC700$42.0K0.00%––
Trustcore Financial Services, LLC717$43.0K0.00%––
Evolution Wealth Advisors, LLC711$43.0K0.01%––
Washington Trust Co739$44.0K0.00%––
Fieldpoint Private Securities, LLC766$46.0K0.01%––
Patriot Financial Group Insurance Agency, LLC810$49.0K0.01%––
CSat Investment Advisory, L.P.858$51.0K0.04%––
First Financial Corp955$57.0K0.04%––
Pinnacle Bancorp, Inc.951$57.0K0.03%––
Manchester Capital Management LLC960$58.0K0.01%––
TCI Wealth Advisors, Inc.978$59.0K0.03%––
Old North State Trust, LLC922$59.0K0.05%––
Reilly Financial Advisors, LLC1,032$62.0K0.01%––
Central Trust Co1,068$64.0K0.00%––
Sit Investment Associates Inc1,072$64.0K0.00%––
Harbor Investment Advisory, LLC1,076$65.0K0.01%––
Compagnie Lombard Odier SCmA1,090$65.0K0.00%––
First Mercantile Trust Co1,178$71.0K0.01%––
JNBA Financial Advisors1,193$72.0K0.01%––
First Quadrant L P1,244$75.0K0.01%––
Silvant Capital Management LLC1,297$78.0K0.01%––
Graves-Light Private Wealth Management, Inc.1,300$78.0K0.01%––
Meeder Asset Management Inc1,339$80.0K0.00%––
TCTC Holdings, LLC1,380$82.0K0.00%––
Capital Analysts, LLC1,382$83.0K0.01%––
Laffer Tengler Investments1,392$83.5K0.03%––
NuWave Investment Management, LLC1,431$86.0K0.11%––
Huntington National Bank1,457$88.0K0.00%––
Parallel Advisors, LLC1,474$88.0K0.00%––
Carroll Financial Associates, Inc.1,515$90.0K0.01%––
Accel Wealth Management1,496$90.0K0.07%––
Valeo Financial Advisors, LLC1,572$94.0K0.00%––
Brewin Dolphin Ltd1,574$94.4K0.01%––
Federation des caisses Desjardins du Quebec1,574$94.4K0.00%––
Shell Asset Management Co1,672$100.0K0.00%––
Cutler Group LP1,690$101.0K0.01%––
AdvisorNet Financial, Inc1,699$102.0K0.01%––
Federated Hermes, Inc.1,723$103.0K0.00%––
Belpointe Asset Management LLC1,905$114.0K0.01%––
Bartlett & Co. LLC1,938$116.0K0.00%––
FinTrust Capital Advisors, LLC1,940$116.0K0.03%––
Bartlett & Co. Wealth Management LLC1,938$116.2K0.00%––
D'Orazio & Associates, Inc.1,983$119.0K0.03%––
Clearstead Advisors, LLC1,995$120.0K0.01%––
Fortis Advisors, LLC2,055$123.0K0.09%––
Quadrant Capital Group LLC2,192$131.0K0.02%––
Signaturefd, LLC2,292$137.0K0.01%––
FORA Capital, LLC2,343$140.0K0.05%––
Focused Wealth Management, Inc2,450$147.0K0.03%––
Cullen/Frost Bankers, Inc.2,487$149.0K0.00%––
TSFG, LLC2,479$149.0K0.08%––
Sentry Investment Management LLC2,542$152.0K0.04%––
Optimum Investment Advisors2,550$153.0K0.04%––
Jacobi Capital Management LLC2,581$155.0K0.02%––
International Assets Investment Management, LLC2,932$159.0K0.01%––
Jackson, Grant Investment Advisers, Inc.3,071$184.0K0.08%––
Concord Wealth Partners3,065$184.0K0.06%––
Syverson Strege & Co3,088$185.0K0.19%––
Berman Capital Advisors, LLC3,192$190.0K0.04%––
Standard Family Office LLC3,243$194.0K0.05%––
Ellevest, Inc.3,245$195.0K0.02%––
Eads & Heald Wealth Management3,370$202.0K0.10%––
Clarius Group, LLC3,362$202.0K0.02%––
Johnson Investment Counsel Inc3,405$204.0K0.00%––
Hunter Associates Investment Management LLC3,435$206.0K0.05%––
Archford Capital Strategies, LLC3,293$208.0K0.06%––
Kinloch Capital, LLC3,480$209.0K0.16%––