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 |
|---|---|---|---|---|---|
| Blair William & Co | 3,540 | $224.0K | 0.00% | +3,540 | New |
| Foster & Motley Inc | 3,661 | $231.0K | 0.02% | −1,188−24.5% | Reduced |
| Dynamic Advisor Solutions LLC | 3,656 | $231.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,654 | $231.0K | 0.15% | +100+2.8% | Added |
| Squarepoint Ops LLC | 3,665 | $232.0K | 0.00% | −123,844−97.1% | Reduced |
| Profund Advisors LLC | 3,697 | $234.0K | 0.01% | −172−4.4% | Reduced |
| Vontobel Holding Ltd. | 3,813 | $240.0K | 0.00% | −419−9.9% | Reduced |
| Mma Asset Management LLC | 3,837 | $242.0K | 0.18% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,865 | $244.0K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,885 | $245.0K | 0.01% | +3,885 | New |
| Archford Capital Strategies, LLC | 3,890 | $246.0K | 0.06% | +597+18.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $248.0K | 0.09% | −200−4.8% | Reduced |
| Concord Wealth Partners | 3,919 | $248.0K | 0.07% | +854+27.9% | Added |
| Beacon Pointe Advisors, LLC | 3,948 | $249.0K | 0.01% | +3,948 | New |
| Renaissance Group LLC | 3,971 | $251.0K | 0.01% | −1,076−21.3% | Reduced |
| Inlet Private Wealth, LLC | 4,000 | $253.0K | 0.07% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4,041 | $255.0K | 0.01% | +104+2.6% | Added |
| Farmers & Merchants Investments Inc | 4,085 | $258.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,081 | $258.0K | 0.02% | +446+12.3% | Added |
| Brown Advisory Inc | 4,141 | $261.0K | 0.00% | +4,141 | New |
| Johnson Midwest Financial, LLC | 4,148 | $262.0K | 0.26% | +9+0.2% | Added |
| Legacy Financial Advisors, Inc. | 4,222 | $267.0K | 0.07% | +602+16.6% | Added |
| Ontario Teachers Pension Plan Board | 4,277 | $270.0K | 0.00% | −5,907−58.0% | Reduced |
| Wesbanco Bank Inc | 4,283 | $270.0K | 0.01% | −361−7.8% | Reduced |
| Advisory Services Network, LLC | 4,341 | $274.0K | 0.01% | +4,341 | New |
| Wealthstar Advisors, LLC | 4,397 | $277.0K | 0.11% | +4,397 | New |
| IndexIQ Advisors LLC | 4,494 | $284.0K | 0.01% | +111+2.5% | Added |
| Standard Family Office LLC | 4,543 | $287.0K | 0.06% | +1,300+40.1% | Added |
| Vestcor Inc | 4,574 | $289.0K | 0.01% | −180−3.8% | Reduced |
| Legacy Bridge, LLC | 4,570 | $289.0K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,579 | $289.0K | 0.00% | +4,474+4,261.0% | Added |
| Allworth Financial LP | 4,607 | $291.0K | 0.01% | +5+0.1% | Added |
| KMG Fiduciary Partners, LLC | 4,801 | $303.0K | 0.05% | +859+21.8% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 5,000 | $316.0K | 0.00% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 5,112 | $323.0K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,315 | $335.0K | 0.02% | −1,223−18.7% | Reduced |
| Fifth Third Bancorp | 5,316 | $336.0K | 0.00% | −35−0.7% | Reduced |
| Arete Wealth Advisors, LLC | 5,320 | $336.0K | 0.05% | +488+10.1% | Added |
| Tower Research Capital LLC (TRC) | 5,322 | $337.0K | 0.01% | −37,551−87.6% | Reduced |
| Denali Advisors LLC | 5,400 | $341.0K | 0.13% | −14,100−72.3% | Reduced |
| CWA Asset Management Group, LLC | 5,386 | $342.0K | 0.03% | +157+3.0% | Added |
| Wedbush Securities Inc | 5,483 | $346.0K | 0.02% | +4+0.1% | Added |
| Corient Capital Partners, LLC | 5,700 | $360.0K | 0.03% | −463−7.5% | Reduced |
| Mirabella Financial Services LLP | 5,945 | $376.0K | 0.07% | +5,945 | New |
| Pendal Group Limited | 6,003 | $379.0K | 0.00% | +6,003 | New |
| CWM, LLC | 6,008 | $380.0K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,089 | $385.0K | 0.01% | +457+8.1% | Added |
| Burns Matteson Capital Management, LLC | 6,224 | $393.3K | 0.31% | +6,224 | New |
| Symmetry Partners, LLC | 6,284 | $397.0K | 0.03% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 6,299 | $398.0K | 0.06% | −707−10.1% | Reduced |
| Greenleaf Trust | 6,314 | $399.0K | 0.00% | +340+5.7% | Added |
| Barings LLC | 6,334 | $400.0K | 0.01% | +6,334 | New |
| Maven Securities LTD | 6,329 | $400.0K | 0.04% | +6,329 | New |
| Benin Management CORP | 6,500 | $411.0K | 0.13% | −5,800−47.2% | Reduced |
| Mokosak Advisory Group, LLC | 6,590 | $415.0K | 0.17% | +411+6.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,584 | $416.0K | 0.04% | −573−8.0% | Reduced |
| Roosevelt Investment Group LLC | 6,594 | $417.0K | 0.03% | −1,724−20.7% | Reduced |
| JT Stratford LLC | 6,606 | $417.0K | 0.13% | −76−1.1% | Reduced |
| Capital Investment Advisors, LLC | 6,596 | $417.0K | 0.01% | +90+1.4% | Added |
| DCM Advisors, LLC | 6,641 | $420.0K | 0.24% | −988−13.0% | Reduced |
| Nicolet Bankshares Inc | 6,768 | $428.0K | 0.11% | −75−1.1% | Reduced |
| Paloma Partners Management Co | 6,831 | $431.0K | 0.01% | −32,792−82.8% | Reduced |
| Verition Fund Management LLC | 7,012 | $443.0K | 0.01% | −7,253−50.8% | Reduced |
| Venture Visionary Partners LLC | 7,135 | $450.0K | 0.04% | +299+4.4% | Added |
| Harbour Investments, Inc. | 7,156 | $452.0K | 0.01% | −59−0.8% | Reduced |
| Erste Asset Management GmbH | 7,200 | $453.3K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 7,250 | $458.0K | 0.05% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 7,271 | $459.0K | 0.02% | +1,837+33.8% | Added |
| Umb Bank N A | 7,392 | $467.0K | 0.01% | −240−3.1% | Reduced |
| Simplex Trading, LLC | 7,442 | $470.0K | 0.02% | −975−11.6% | Reduced |
| HighPoint Advisor Group LLC | 7,549 | $477.0K | 0.05% | +543+7.8% | Added |
| IBM Retirement Fund | 7,586 | $479.0K | 0.04% | −1,694−18.3% | Reduced |
| Synovus Financial Corp | 7,646 | $482.0K | 0.00% | +107+1.4% | Added |
| Geneos Wealth Management Inc. | 7,642 | $483.0K | 0.02% | −460−5.7% | Reduced |
| Norinchukin Bank, The | 7,709 | $487.0K | 0.01% | −117−1.5% | Reduced |
| Gotham Asset Management, LLC | 7,787 | $492.0K | 0.02% | −6,752−46.4% | Reduced |
| Wetherby Asset Management Inc | 7,791 | $492.0K | 0.03% | +104+1.4% | Added |
| BP PLC | 7,889 | $498.0K | 0.02% | −3,282−29.4% | Reduced |
| Savant Capital, LLC | 7,984 | $504.0K | 0.02% | +34+0.4% | Added |
| Cigna Investments Inc | 7,976 | $505.0K | 0.04% | −1,255−13.6% | Reduced |
| IFP Advisors, Inc | 8,055 | $505.0K | 0.01% | +2,285+39.6% | Added |
| RSM US Wealth Management LLC | 8,164 | $516.0K | 0.03% | +279+3.5% | Added |
| Kinneret Advisory, LLC | 8,190 | $518.0K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,243 | $521.0K | 0.03% | −113−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 8,287 | $524.0K | 0.01% | +842+11.3% | Added |
| Seeyond | 8,322 | $525.0K | 0.05% | −540−6.1% | Reduced |
| Gilbert & Cook, Inc. | 8,458 | $534.0K | 0.10% | +49+0.6% | Added |
| Carret Asset Management, LLC | 8,499 | $537.0K | 0.06% | −10.0% | Reduced |
| Oppenheimer & Co Inc | 8,691 | $549.0K | 0.01% | +3,155+57.0% | Added |
| World Asset Management Inc | 8,819 | $557.0K | 0.05% | −575−6.1% | Reduced |
| Toroso Investments, LLC | 8,846 | $559.0K | 0.02% | +1,026+13.1% | Added |
| Illinois Municipal Retirement Fund | 8,880 | $561.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,923 | $564.0K | 0.01% | −3,275−26.8% | Reduced |
| Chicago Trust Co NA | 9,000 | $569.0K | 0.13% | +9,000 | New |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $572.0K | 0.03% | −852−8.6% | Reduced |
| Greenwood Capital Associates LLC | 9,187 | $581.0K | 0.09% | +1,799+24.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,307 | $588.0K | 0.03% | +1,350+17.0% | Added |
| Martin Capital Partners, LLC | 9,349 | $591.0K | 0.30% | +234+2.6% | Added |
| Ossiam | 9,548 | $593.0K | 0.02% | +4,223+79.3% | Added |
| First Hawaiian Bank | 9,443 | $597.0K | 0.02% | −305−3.1% | Reduced |