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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
Fifth Third Bancorp5,351$321.0K0.00%––
Ossiam5,325$319.0K0.01%––
Banque Cantonale Vaudoise5,255$315.0K0.02%––
CWA Asset Management Group, LLC5,229$314.0K0.03%––
Redpoint Investment Management Pty Ltd5,112$307.0K0.03%––
Renaissance Group LLC5,047$303.0K0.01%––
Resources Investment Advisors, LLC.5,034$302.0K0.01%––
Elliott Investment Management L.P.SuperinvestorElliott Investment Management5,000$300.0K0.00%––
Capital Bank & Trust Co4,876$292.0K0.00%––
Foster & Motley Inc4,849$291.0K0.03%––
Arete Wealth Advisors, LLC4,832$290.0K0.04%––
JustInvest LLC4,779$287.0K0.04%––
Vestcor Inc4,754$285.0K0.01%––
Wesbanco Bank Inc4,644$278.0K0.01%––
Allworth Financial LP4,602$276.0K0.01%––
Qtron Investments LLC4,587$275.0K0.08%––
Legacy Bridge, LLC4,570$274.0K0.18%––
Wexford Capital LP4,500$270.0K0.04%––
Precision Wealth Strategies, LLC4,493$269.0K0.26%––
IndexIQ Advisors LLC4,383$263.0K0.01%––
Vontobel Holding Ltd.4,232$254.0K0.00%––
Johnson Midwest Financial, LLC4,139$248.0K0.26%––
Stonebridge Capital Advisors LLC4,111$247.0K0.03%––
LeJeune Puetz Investment Counsel LLC4,125$247.0K0.10%––
Farmers & Merchants Investments Inc4,085$245.0K0.01%––
Two Sigma Securities, LLC4,021$241.0K0.06%––
Inlet Private Wealth, LLC4,000$240.0K0.07%––
Veriti Management LLC3,963$238.0K0.06%––
DuPont Capital Management Corp3,937$236.0K0.01%––
KMG Fiduciary Partners, LLC3,942$236.0K0.05%––
Profund Advisors LLC3,869$232.0K0.01%––
9258 Wealth Management, LLC3,865$232.0K0.07%––
Mma Asset Management LLC3,837$230.0K0.20%––
Institutional & Family Asset Management, LLC3,695$222.0K0.04%––
Institute for Wealth Management, LLC.3,685$221.0K0.04%––
Dynamic Advisor Solutions LLC3,656$219.0K0.02%––
Sigma Planning Corp3,627$218.0K0.01%––
Vestmark Advisory Solutions, Inc.3,635$218.0K0.02%––
Legacy Financial Advisors, Inc.3,620$217.0K0.06%––
Longfellow Investment Management Co LLC3,542$213.0K0.03%––
Iron Horse Wealth Management, LLC3,554$213.0K0.16%––
Regions Financial Corp3,535$212.0K0.00%––
Versor Investments LP3,533$212.0K0.01%––
Ziegler Capital Management, LLC3,520$211.0K0.01%––
Ameritas Investment Partners, Inc.3,509$210.0K0.01%––
Quantbot Technologies LP3,518$210.0K0.02%––
Kinloch Capital, LLC3,480$209.0K0.16%––
Archford Capital Strategies, LLC3,293$208.0K0.06%––
Hunter Associates Investment Management LLC3,435$206.0K0.05%––
Johnson Investment Counsel Inc3,405$204.0K0.00%––
Eads & Heald Wealth Management3,370$202.0K0.10%––
Clarius Group, LLC3,362$202.0K0.02%––
Ellevest, Inc.3,245$195.0K0.02%––
Standard Family Office LLC3,243$194.0K0.05%––
Berman Capital Advisors, LLC3,192$190.0K0.04%––
Syverson Strege & Co3,088$185.0K0.19%––
Jackson, Grant Investment Advisers, Inc.3,071$184.0K0.08%––
Concord Wealth Partners3,065$184.0K0.06%––
International Assets Investment Management, LLC2,932$159.0K0.01%––
Jacobi Capital Management LLC2,581$155.0K0.02%––
Optimum Investment Advisors2,550$153.0K0.04%––
Sentry Investment Management LLC2,542$152.0K0.04%––
Cullen/Frost Bankers, Inc.2,487$149.0K0.00%––
TSFG, LLC2,479$149.0K0.08%––
Focused Wealth Management, Inc2,450$147.0K0.03%––
FORA Capital, LLC2,343$140.0K0.05%––
Signaturefd, LLC2,292$137.0K0.01%––
Quadrant Capital Group LLC2,192$131.0K0.02%––
Fortis Advisors, LLC2,055$123.0K0.09%––
Clearstead Advisors, LLC1,995$120.0K0.01%––
D'Orazio & Associates, Inc.1,983$119.0K0.03%––
Bartlett & Co. Wealth Management LLC1,938$116.2K0.00%––
Bartlett & Co. LLC1,938$116.0K0.00%––
FinTrust Capital Advisors, LLC1,940$116.0K0.03%––
Belpointe Asset Management LLC1,905$114.0K0.01%––
Federated Hermes, Inc.1,723$103.0K0.00%––
AdvisorNet Financial, Inc1,699$102.0K0.01%––
Cutler Group LP1,690$101.0K0.01%––
Shell Asset Management Co1,672$100.0K0.00%––
Federation des caisses Desjardins du Quebec1,574$94.4K0.00%––
Brewin Dolphin Ltd1,574$94.4K0.01%––
Valeo Financial Advisors, LLC1,572$94.0K0.00%––
Carroll Financial Associates, Inc.1,515$90.0K0.01%––
Accel Wealth Management1,496$90.0K0.07%––
Huntington National Bank1,457$88.0K0.00%––
Parallel Advisors, LLC1,474$88.0K0.00%––
NuWave Investment Management, LLC1,431$86.0K0.11%––
Laffer Tengler Investments1,392$83.5K0.03%––
Capital Analysts, LLC1,382$83.0K0.01%––
TCTC Holdings, LLC1,380$82.0K0.00%––
Meeder Asset Management Inc1,339$80.0K0.00%––
Silvant Capital Management LLC1,297$78.0K0.01%––
Graves-Light Private Wealth Management, Inc.1,300$78.0K0.01%––
First Quadrant L P1,244$75.0K0.01%––
JNBA Financial Advisors1,193$72.0K0.01%––
First Mercantile Trust Co1,178$71.0K0.01%––
Harbor Investment Advisory, LLC1,076$65.0K0.01%––
Compagnie Lombard Odier SCmA1,090$65.0K0.00%––
Central Trust Co1,068$64.0K0.00%––
Sit Investment Associates Inc1,072$64.0K0.00%––