Skip to main content

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
Ameritas Investment Partners, Inc.3,509$210.0K0.01%––
Quantbot Technologies LP3,518$210.0K0.02%––
Ziegler Capital Management, LLC3,520$211.0K0.01%––
Regions Financial Corp3,535$212.0K0.00%––
Versor Investments LP3,533$212.0K0.01%––
Longfellow Investment Management Co LLC3,542$213.0K0.03%––
Iron Horse Wealth Management, LLC3,554$213.0K0.16%––
Legacy Financial Advisors, Inc.3,620$217.0K0.06%––
Sigma Planning Corp3,627$218.0K0.01%––
Vestmark Advisory Solutions, Inc.3,635$218.0K0.02%––
Dynamic Advisor Solutions LLC3,656$219.0K0.02%––
Institute for Wealth Management, LLC.3,685$221.0K0.04%––
Institutional & Family Asset Management, LLC3,695$222.0K0.04%––
Mma Asset Management LLC3,837$230.0K0.20%––
Profund Advisors LLC3,869$232.0K0.01%––
9258 Wealth Management, LLC3,865$232.0K0.07%––
DuPont Capital Management Corp3,937$236.0K0.01%––
KMG Fiduciary Partners, LLC3,942$236.0K0.05%––
Veriti Management LLC3,963$238.0K0.06%––
Inlet Private Wealth, LLC4,000$240.0K0.07%––
Two Sigma Securities, LLC4,021$241.0K0.06%––
Farmers & Merchants Investments Inc4,085$245.0K0.01%––
Stonebridge Capital Advisors LLC4,111$247.0K0.03%––
LeJeune Puetz Investment Counsel LLC4,125$247.0K0.10%––
Johnson Midwest Financial, LLC4,139$248.0K0.26%––
Vontobel Holding Ltd.4,232$254.0K0.00%––
IndexIQ Advisors LLC4,383$263.0K0.01%––
Precision Wealth Strategies, LLC4,493$269.0K0.26%––
Wexford Capital LP4,500$270.0K0.04%––
Legacy Bridge, LLC4,570$274.0K0.18%––
Qtron Investments LLC4,587$275.0K0.08%––
Allworth Financial LP4,602$276.0K0.01%––
Wesbanco Bank Inc4,644$278.0K0.01%––
Vestcor Inc4,754$285.0K0.01%––
JustInvest LLC4,779$287.0K0.04%––
Arete Wealth Advisors, LLC4,832$290.0K0.04%––
Foster & Motley Inc4,849$291.0K0.03%––
Capital Bank & Trust Co4,876$292.0K0.00%––
Elliott Investment Management L.P.SuperinvestorElliott Investment Management5,000$300.0K0.00%––
Resources Investment Advisors, LLC.5,034$302.0K0.01%––
Renaissance Group LLC5,047$303.0K0.01%––
Redpoint Investment Management Pty Ltd5,112$307.0K0.03%––
CWA Asset Management Group, LLC5,229$314.0K0.03%––
Banque Cantonale Vaudoise5,255$315.0K0.02%––
Ossiam5,325$319.0K0.01%––
Fifth Third Bancorp5,351$321.0K0.00%––
Parallax Volatility Advisers, L.P.5,424$325.0K0.00%––
Lombard Odier Asset Management (Switzerland) SA5,434$326.0K0.02%––
Wedbush Securities Inc5,479$329.0K0.02%––
AQR Capital Management LLC5,494$329.0K0.00%––
Oppenheimer & Co Inc5,536$332.0K0.01%––
Banco Bilbao Vizcaya Argentaria, S.A.5,632$338.0K0.01%––
IFP Advisors, Inc5,770$345.0K0.01%––
Wealthspire Advisors, LLC5,869$352.0K0.01%––
Neo Ivy Capital Management5,942$356.0K0.39%––
Greenleaf Trust5,974$358.0K0.00%––
Magnetar Financial LLC6,097$366.0K0.00%––
Corient Capital Partners, LLC6,163$370.0K0.03%––
Mokosak Advisory Group, LLC6,179$370.0K0.17%––
Symmetry Partners, LLC6,284$377.0K0.03%––
AlphaCentric Advisors LLC6,283$377.0K0.13%––
CWM, LLC6,008$380.0K0.00%––
Capital Investment Advisors, LLC6,506$390.0K0.01%––
Waldron Private Wealth LLC6,538$392.0K0.03%––
Group One Trading, L.P.6,562$393.0K0.01%––
JT Stratford LLC6,682$401.0K0.14%––
Veritable, L.P.6,814$409.0K0.01%––
Venture Visionary Partners LLC6,836$409.0K0.03%––
Nicolet Bankshares Inc6,843$410.0K0.11%––
Sunflower Bank, N.A.7,006$420.0K0.07%––
Bessemer Group Inc7,034$422.0K0.00%––
Cetera Advisor Networks LLC7,032$422.0K0.01%––
Kentucky Retirement Systems Insurance Trust Fund7,157$429.0K0.05%––
Sowell Financial Services LLC6,447$429.0K0.01%––
Seven Eight Capital, LP8,676$430.0K0.10%––
Harbour Investments, Inc.7,215$433.0K0.02%––
HighPoint Advisor Group LLC7,006$434.0K0.05%––
Palisade Asset Management, LLC7,250$435.0K0.06%––
Erste Asset Management GmbH7,200$436.6K0.01%––
Marshall Wace North America L.P.7,305$438.0K0.00%––
Greenwood Capital Associates LLC7,388$443.0K0.07%––
B. Metzler seel. Sohn & Co. Holding AG7,445$446.0K0.01%––
Synovus Financial Corp7,539$451.0K0.01%––
Marshall Wace, LLP7,521$451.0K0.00%––
DCM Advisors, LLC7,629$457.0K0.27%––
Umb Bank N A7,632$458.0K0.01%––
Wetherby Asset Management Inc7,687$461.0K0.04%––
Man Group plc7,799$468.0K0.00%––
Norinchukin Bank, The7,826$469.0K0.01%––
Toroso Investments, LLC7,820$469.0K0.02%––
Wolff Financial Management LLC7,815$469.0K0.21%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH7,876$472.0K0.05%––
RSM US Wealth Management LLC7,885$473.0K0.03%––
Echo Street Capital Management LLC7,913$474.0K0.00%––
Savant Capital, LLC7,950$477.0K0.03%––
Meiji Yasuda Asset Management Co Ltd.7,957$477.0K0.04%––
GWM Advisors LLC7,948$477.0K0.01%––
XTX Topco Ltd8,177$490.0K0.24%––
Kinneret Advisory, LLC8,190$491.0K0.06%––
Roosevelt Investment Group LLC8,318$499.0K0.03%––