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, Q2 2021
Institutional positions in Principal Financial Group Inc as of Jun 30, 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
- 615
- −28 vs. Q1 2021
- Shares held
- 193.5M
- +3.30M (+1.7%) vs. Q1 2021
- Total value
- $12.2B
- +$818.2M (+7.2%) vs. Q1 2021
- New holders
- 47
- 235 more added
- Sold out
- 75
- 190 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 961 | $18.4B |
| Q1 2026 | 914 | $15.2B |
| Q4 2025 | 892 | $14.2B |
| Q3 2025 | 829 | $13.3B |
| Q2 2025 | 814 | $13.2B |
| Q1 2025 | 841 | $14.2B |
| Q4 2024 | 785 | $12.7B |
| Q3 2024 | 786 | $14.1B |
| Q2 2024 | 796 | $13.0B |
| Q1 2024 | 765 | $14.4B |
| Q4 2023 | 757 | $13.2B |
| Q3 2023 | 723 | $12.4B |
| Q2 2023 | 731 | $13.2B |
| Q1 2023 | 745 | $13.4B |
| Q4 2022 | 784 | $15.5B |
| Q3 2022 | 707 | $13.3B |
| Q2 2022 | 691 | $12.6B |
| Q1 2022 | 687 | $13.8B |
| Q4 2021 | 664 | $14.2B |
| Q3 2021 | 624 | $12.5B |
| Q2 2021 | 615 | $12.2B |
| Q1 2021 | 646 | $11.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $189 | 0.00% | – | New |
| Evoke Wealth, LLC | 23 | $1.00K | 0.00% | −100−81.3% | Reduced |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.14K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $2.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 46 | $3.00K | 0.00% | −160−77.7% | Reduced |
| Resolute Partners Group | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 52 | $3.00K | 0.00% | +37+246.7% | Added |
| McIlrath & Eck, LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $5.00K | 0.00% | +60+500.0% | Added |
| Isthmus Partners, LLC | 79 | $5.00K | 0.00% | +79 | New |
| JFS Wealth Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 98 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $6.00K | 0.00% | +75+357.1% | Added |
| FormulaFolio Investments, LLC | 92 | $6.00K | 0.00% | +92 | New |
| Eagle Bay Advisors LLC | 87 | $6.00K | 0.00% | +87 | New |
| TD Ameritrade Investment Management, LLC | 118 | $7.00K | 0.00% | −620−84.0% | Reduced |
| Earnest Partners LLC | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 109 | $7.00K | 0.00% | +109 | New |
| West Paces Advisors Inc. | 120 | $7.58K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 140 | $8.66K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 148 | $9.00K | 0.00% | +2+1.4% | Added |
| Gradient Investments LLC | 138 | $9.00K | 0.00% | +138 | New |
| Sentry Investment Management LLC | 160 | $10.0K | 0.00% | −2,382−93.7% | Reduced |
| Private Ocean, LLC | 159 | $10.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 151 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 180 | $11.0K | 0.00% | +3+1.7% | Added |
| Enterprise Financial Services Corp | 173 | $11.0K | 0.00% | +22+14.6% | Added |
| Proequities, Inc. | 197 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 192 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 188 | $12.0K | 0.00% | +188 | New |
| Lake Point Wealth Management | 189 | $12.0K | 0.01% | +189 | New |
| American State Bank (Iowa) | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 207 | $13.0K | 0.00% | −3−1.4% | Reduced |
| Sonora Investment Management, LLC | 213 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $13.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 209 | $13.0K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 218 | $13.0K | 0.00% | +2+0.9% | Added |
| Lindbrook Capital, LLC | 201 | $13.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 208 | $13.1K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 223 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 225 | $14.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 224 | $14.0K | 0.00% | +44+24.4% | Added |
| Atlas Private Wealth Advisors | 239 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 241 | $15.0K | 0.01% | +105+77.2% | Added |
| Financial Perspectives, Inc | 238 | $15.0K | 0.01% | −14,032−98.3% | Reduced |
| Rockefeller Capital Management L.P. | 262 | $16.0K | 0.00% | −64−19.6% | Reduced |
| Lenox Wealth Advisors, LLC | 259 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 258 | $16.0K | 0.00% | +2+0.8% | Added |
| Kistler-Tiffany Companies, LLC | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $17.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 269 | $17.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 270 | $17.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 287 | $18.0K | 0.00% | +2+0.7% | Added |
| MCF Advisors LLC | 284 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $18.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 296 | $18.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 297 | $18.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 302 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 305 | $19.0K | 0.01% | +305 | New |
| HighMark Wealth Management LLC | 310 | $20.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 336 | $21.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 339 | $21.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 349 | $22.0K | 0.01% | +3+0.9% | Added |
| Marquette Asset Management, LLC | 368 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 364 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 365 | $23.0K | 0.01% | +365 | New |
| Anchor Investment Management, LLC | 364 | $23.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 379 | $24.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $24.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 414 | $26.0K | 0.01% | −185−30.9% | Reduced |
| Glassman Wealth Services | 416 | $26.0K | 0.01% | +9+2.2% | Added |
| MBM Wealth Consultants, LLC | 405 | $26.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 420 | $27.0K | 0.01% | +4+1.0% | Added |