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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
Reilly Financial Advisors, LLC1,032$62.0K0.01%––
TCI Wealth Advisors, Inc.978$59.0K0.03%––
Old North State Trust, LLC922$59.0K0.05%––
Manchester Capital Management LLC960$58.0K0.01%––
First Financial Corp955$57.0K0.04%––
Pinnacle Bancorp, Inc.951$57.0K0.03%––
CSat Investment Advisory, L.P.858$51.0K0.04%––
Patriot Financial Group Insurance Agency, LLC810$49.0K0.01%––
Fieldpoint Private Securities, LLC766$46.0K0.01%––
Washington Trust Co739$44.0K0.00%––
Trustcore Financial Services, LLC717$43.0K0.00%––
Evolution Wealth Advisors, LLC711$43.0K0.01%––
Systematic Alpha Investments, LLC700$42.0K0.00%––
City Holding Co678$41.0K0.01%––
Burleson & Company, LLC685$41.0K0.01%––
American Portfolios Advisors681$40.9K0.00%––
Sutton Wealth Advisors Inc.668$40.1K0.02%––
Riggs Asset Managment Co. Inc.665$40.0K0.01%––
CoreFirst Bank & Trust655$39.0K0.03%––
First Command Bank628$38.0K0.01%––
First Command Financial Services, Inc.628$38.0K0.01%––
TD Ameritrade Investment Management, LLC738$37.0K0.00%––
NEXT Financial Group, Inc621$37.0K0.00%––
O'Shaughnessy Asset Management, LLC594$36.0K0.00%––
WealthShield Partners, LLC601$36.0K0.01%––
West Financial Advisors, LLC599$36.0K0.01%––
TD Private Client Wealth LLC565$33.9K0.00%––
Stilwell Value LLC547$33.0K0.02%––
McClarren Financial Advisors, Inc.552$33.0K0.03%––
Tarbox Family Office, Inc.527$32.0K0.01%––
Harvest Fund Management Co., Ltd541$32.0K0.00%––
Gemmer Asset Management LLC523$31.0K0.00%––
Loomis Sayles & Co L P496$30.0K0.00%––
Motco494$30.0K0.00%––
RMR Wealth Builders506$30.0K0.01%––
Kayne Anderson Rudnick Investment Management LLC486$29.0K0.00%––
Pittenger & Anderson Inc442$27.0K0.00%––
Wealthcare Advisory Partners LLC429$26.0K0.00%––
CX Institutional434$26.0K0.00%––
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%––
McCarthy Grittinger Financial Group, LLC410$24.6K0.01%––
Glassman Wealth Services407$24.0K0.01%––
HHM Wealth Advisors, LLC400$24.0K0.01%––
MBM Wealth Consultants, LLC405$24.0K0.01%––
Arkadios Wealth Advisors396$23.0K0.00%––
Annapolis Financial Services, LLC379$23.0K0.01%––
DB Wealth Management Group, LLC377$23.0K0.02%––
Marquette Asset Management, LLC368$22.0K0.01%––
Sugarloaf Wealth Management, LLC364$22.0K0.01%––
Anchor Investment Management, LLC364$21.8K0.00%––
Winch Advisory Services, LLC346$21.0K0.01%––
Liberty Wealth Management LLC421$21.0K0.01%––
Plante Moran Financial Advisors, LLC336$20.0K0.01%––
Johnson Financial Group, Inc.339$20.0K0.00%––
Rockefeller Capital Management L.P.326$19.0K0.00%––
HighMark Wealth Management LLC310$19.0K0.02%––
Toth Financial Advisory Corp300$18.0K0.00%––
Old Second National Bank of Aurora300$18.0K0.01%––
Thompson Siegel & Walmsley LLC300$18.0K0.00%––
Atwood & Palmer Inc302$18.0K0.00%––
Caldwell Trust Co297$17.8K0.00%––
Halpern Financial, Inc.296$17.7K0.01%––
Valley National Advisers Inc285$17.0K0.00%––
MCF Advisors LLC284$17.0K0.00%––
Pflug Koory, LLC285$17.0K0.01%––
Hexagon Capital Partners LLC300$17.0K0.00%––
Glen Eagle Advisors, LLC270$16.2K0.01%––
Kistler-Tiffany Companies, LLC270$16.0K0.00%––
Lenox Wealth Advisors, LLC259$16.0K0.00%––
Hoertkorn Richard Charles272$16.0K0.01%––
Horizon Financial Services, LLC269$16.0K0.01%––
Tradition Wealth Management, LLC256$15.0K0.00%––
Leelyn Smith, LLC234$14.0K0.00%––
Atlas Private Wealth Advisors239$14.0K0.01%––
HM Payson & Co210$13.0K0.00%––
Sonora Investment Management, LLC213$13.0K0.00%––
Rocky Mountain Advisers, LLC211$13.0K0.02%––
Moisand Fitzgerald Tamayo, LLC210$13.0K0.01%––
Private Capital Group, LLC223$13.0K0.00%––
Heritage Wealth Management, LLC225$13.0K0.01%––
Atlas Capital Advisors LLC208$12.5K0.00%––
Ogorek Anthony Joseph209$12.0K0.01%––
Proequities, Inc.197$12.0K0.00%––
Peregrine Capital Management LLC200$12.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC216$12.0K0.00%––
Versant Capital Management, Inc206$12.0K0.00%––
Lindbrook Capital, LLC201$12.0K0.00%––
Charter Oak Capital Management, LLC200$12.0K0.00%––
American State Bank (Iowa)200$12.0K0.01%––
Brown Brothers Harriman & Co180$11.0K0.00%––
First Horizon Corp192$11.0K0.00%––
Smithfield Trust Co190$11.0K0.00%––
Country Trust Bank184$11.0K0.00%––
Zions Bancorporation, N.A.177$11.0K0.00%––
Private Ocean, LLC159$10.0K0.00%––
Delta Asset Management LLC151$9.00K0.00%––
Enterprise Financial Services Corp151$9.00K0.00%––