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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 423 | $27.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 423 | $27.0K | 0.01% | +2+0.5% | Added |
| Pittenger & Anderson Inc | 442 | $28.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 471 | $30.0K | 0.00% | +471 | New |
| Motco | 494 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 486 | $31.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 503 | $32.0K | 0.00% | +69+15.9% | Added |
| BBVA USA | 514 | $32.0K | 0.00% | +514 | New |
| C M Bidwell & Associates Ltd | 504 | $32.0K | 0.02% | +504 | New |
| Tarbox Family Office, Inc. | 527 | $33.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 536 | $33.0K | 0.00% | +140+35.4% | Added |
| Harvest Fund Management Co., Ltd | 541 | $34.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 532 | $34.0K | 0.00% | +9+1.7% | Added |
| Stilwell Value LLC | 547 | $35.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 557 | $35.0K | 0.03% | +5+0.9% | Added |
| TD Private Client Wealth LLC | 575 | $36.3K | 0.00% | +10+1.8% | Added |
| American Portfolios Advisors | 584 | $36.9K | 0.00% | −97−14.2% | Reduced |
| WealthShield Partners, LLC | 601 | $38.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 628 | $40.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $40.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 655 | $41.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 665 | $42.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 659 | $42.0K | 0.02% | +659 | New |
| Sutton Wealth Advisors Inc. | 668 | $42.2K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 685 | $43.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 685 | $43.0K | 0.01% | +265+63.1% | Added |
| O'Shaughnessy Asset Management, LLC | 697 | $44.0K | 0.00% | +103+17.3% | Added |
| Cutler Group LP | 723 | $45.0K | 0.00% | −967−57.2% | Reduced |
| Trustcore Financial Services, LLC | 717 | $45.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 711 | $45.0K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 700 | $46.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 739 | $47.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 755 | $48.0K | 0.00% | +134+21.6% | Added |
| tru Independence LLC | 769 | $48.0K | 0.01% | +769 | New |
| City Holding Co | 778 | $49.0K | 0.01% | +100+14.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 817 | $52.0K | 0.01% | +7+0.9% | Added |
| Old North State Trust, LLC | 922 | $58.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 955 | $60.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $60.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 960 | $61.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 999 | $63.0K | 0.01% | +21+2.1% | Added |
| Reilly Financial Advisors, LLC | 1,032 | $65.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,048 | $66.0K | 0.00% | −624−37.3% | Reduced |
| First Mercantile Trust Co | 1,061 | $67.0K | 0.01% | −117−9.9% | Reduced |
| Central Trust Co | 1,068 | $67.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,076 | $68.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,072 | $68.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,090 | $69.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,193 | $75.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,198 | $79.0K | 0.02% | +432+56.4% | Added |
| Silvant Capital Management LLC | 1,297 | $82.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,300 | $82.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,359 | $86.0K | 0.01% | −2,336−63.2% | Reduced |
| AdvisorNet Financial, Inc | 1,373 | $87.0K | 0.01% | −326−19.2% | Reduced |
| Capital Analysts, LLC | 1,382 | $87.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,380 | $87.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,459 | $92.0K | 0.06% | −37−2.5% | Reduced |
| Pinebridge Investments, L.P. | 1,555 | $98.0K | 0.00% | +1,555 | New |
| Federation des caisses Desjardins du Quebec | 1,574 | $99.3K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,574 | $99.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,580 | $100.0K | 0.00% | −5,454−77.5% | Reduced |
| FinTrust Capital Advisors, LLC | 1,576 | $100.0K | 0.03% | −364−18.8% | Reduced |
| Federated Hermes, Inc. | 1,632 | $103.0K | 0.00% | −91−5.3% | Reduced |
| Meeder Asset Management Inc | 1,648 | $104.0K | 0.00% | +309+23.1% | Added |
| Huntington National Bank | 1,685 | $107.0K | 0.00% | +228+15.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,733 | $110.0K | 0.00% | +1,733 | New |
| Belpointe Asset Management LLC | 1,905 | $120.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,938 | $122.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,938 | $122.5K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,974 | $124.0K | 0.01% | +459+30.3% | Added |
| D'Orazio & Associates, Inc. | 1,983 | $125.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,017 | $127.0K | 0.01% | +22+1.1% | Added |
| Stonebridge Capital Advisors LLC | 2,022 | $128.0K | 0.02% | −2,089−50.8% | Reduced |
| Focused Wealth Management, Inc | 2,150 | $136.0K | 0.02% | −300−12.2% | Reduced |
| Parallel Advisors, LLC | 2,162 | $137.0K | 0.01% | +688+46.7% | Added |
| Longfellow Investment Management Co LLC | 2,289 | $145.0K | 0.02% | −1,253−35.4% | Reduced |
| NuWave Investment Management, LLC | 2,316 | $146.0K | 0.16% | +885+61.8% | Added |
| Jacobi Capital Management LLC | 2,330 | $147.0K | 0.02% | −251−9.7% | Reduced |
| Syverson Strege & Co | 2,442 | $154.0K | 0.14% | −646−20.9% | Reduced |
| TSFG, LLC | 2,479 | $157.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,482 | $157.0K | 0.01% | +190+8.3% | Added |
| Optimum Investment Advisors | 2,550 | $161.0K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,637 | $167.0K | 0.00% | +150+6.0% | Added |
| PGGM Investments | 2,858 | $181.0K | 0.00% | +2,858 | New |
| Quadrant Capital Group LLC | 2,913 | $184.0K | 0.03% | +721+32.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $194.0K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,097 | $196.0K | 0.05% | +3,097 | New |
| SG Americas Securities, LLC | 3,192 | $202.0K | 0.00% | −10,773−77.1% | Reduced |
| Cetera Advisors LLC | 3,206 | $203.0K | 0.00% | +3,206 | New |
| Berman Capital Advisors, LLC | 3,265 | $205.0K | 0.03% | +73+2.3% | Added |
| Equitable Holdings, Inc. | 3,249 | $205.0K | 0.00% | +3,249 | New |
| Centennial Wealth Advisory LLC | 3,293 | $208.0K | 0.13% | +3,293 | New |
| Eads & Heald Wealth Management | 3,301 | $209.0K | 0.10% | −69−2.0% | Reduced |
| Clarius Group, LLC | 3,366 | $213.0K | 0.02% | +4+0.1% | Added |
| Johnson Investment Counsel Inc | 3,405 | $215.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,438 | $217.0K | 0.00% | +3,438 | New |
| Ellevest, Inc. | 3,451 | $218.0K | 0.02% | +206+6.3% | Added |
| Kinloch Capital, LLC | 3,480 | $220.0K | 0.16% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,509 | $222.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 3,535 | $223.0K | 0.00% | 00.0% | Unchanged |