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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 3,948 | $249.0K | 0.01% | +3,948 | New |
| 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 |
| Archford Capital Strategies, LLC | 3,890 | $246.0K | 0.06% | +597+18.1% | Added |
| Buckingham Strategic Wealth, LLC | 3,885 | $245.0K | 0.01% | +3,885 | New |
| 9258 Wealth Management, LLC | 3,865 | $244.0K | 0.07% | 00.0% | Unchanged |
| Mma Asset Management LLC | 3,837 | $242.0K | 0.18% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,813 | $240.0K | 0.00% | −419−9.9% | Reduced |
| Profund Advisors LLC | 3,697 | $234.0K | 0.01% | −172−4.4% | Reduced |
| Squarepoint Ops LLC | 3,665 | $232.0K | 0.00% | −123,844−97.1% | Reduced |
| 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 |
| Blair William & Co | 3,540 | $224.0K | 0.00% | +3,540 | New |
| Regions Financial Corp | 3,535 | $223.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,509 | $222.0K | 0.01% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 3,480 | $220.0K | 0.16% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,451 | $218.0K | 0.02% | +206+6.3% | Added |
| Cresset Asset Management, LLC | 3,438 | $217.0K | 0.00% | +3,438 | New |
| Johnson Investment Counsel Inc | 3,405 | $215.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,366 | $213.0K | 0.02% | +4+0.1% | Added |
| Eads & Heald Wealth Management | 3,301 | $209.0K | 0.10% | −69−2.0% | Reduced |
| Centennial Wealth Advisory LLC | 3,293 | $208.0K | 0.13% | +3,293 | 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 |
| Cetera Advisors LLC | 3,206 | $203.0K | 0.00% | +3,206 | New |
| SG Americas Securities, LLC | 3,192 | $202.0K | 0.00% | −10,773−77.1% | Reduced |
| Deseret Mutual Benefit Administrators | 3,097 | $196.0K | 0.05% | +3,097 | New |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $194.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,913 | $184.0K | 0.03% | +721+32.9% | Added |
| PGGM Investments | 2,858 | $181.0K | 0.00% | +2,858 | New |
| Cullen/Frost Bankers, Inc. | 2,637 | $167.0K | 0.00% | +150+6.0% | Added |
| Optimum Investment Advisors | 2,550 | $161.0K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 2,479 | $157.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,482 | $157.0K | 0.01% | +190+8.3% | Added |
| Syverson Strege & Co | 2,442 | $154.0K | 0.14% | −646−20.9% | Reduced |
| Jacobi Capital Management LLC | 2,330 | $147.0K | 0.02% | −251−9.7% | Reduced |
| NuWave Investment Management, LLC | 2,316 | $146.0K | 0.16% | +885+61.8% | Added |
| Longfellow Investment Management Co LLC | 2,289 | $145.0K | 0.02% | −1,253−35.4% | Reduced |
| Parallel Advisors, LLC | 2,162 | $137.0K | 0.01% | +688+46.7% | Added |
| Focused Wealth Management, Inc | 2,150 | $136.0K | 0.02% | −300−12.2% | Reduced |
| Stonebridge Capital Advisors LLC | 2,022 | $128.0K | 0.02% | −2,089−50.8% | Reduced |
| Clearstead Advisors, LLC | 2,017 | $127.0K | 0.01% | +22+1.1% | Added |
| D'Orazio & Associates, Inc. | 1,983 | $125.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,974 | $124.0K | 0.01% | +459+30.3% | Added |
| Bartlett & Co. Wealth Management LLC | 1,938 | $122.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,938 | $122.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,905 | $120.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,733 | $110.0K | 0.00% | +1,733 | New |
| Huntington National Bank | 1,685 | $107.0K | 0.00% | +228+15.6% | Added |
| Meeder Asset Management Inc | 1,648 | $104.0K | 0.00% | +309+23.1% | Added |
| Federated Hermes, Inc. | 1,632 | $103.0K | 0.00% | −91−5.3% | Reduced |
| 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 |
| Brewin Dolphin Ltd | 1,574 | $99.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,574 | $99.3K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,555 | $98.0K | 0.00% | +1,555 | New |
| Accel Wealth Management | 1,459 | $92.0K | 0.06% | −37−2.5% | 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 |
| Institutional & Family Asset Management, LLC | 1,359 | $86.0K | 0.01% | −2,336−63.2% | Reduced |
| 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 |
| Fieldpoint Private Securities, LLC | 1,198 | $79.0K | 0.02% | +432+56.4% | Added |
| JNBA Financial Advisors | 1,193 | $75.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,090 | $69.0K | 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 |
| 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 |
| Shell Asset Management Co | 1,048 | $66.0K | 0.00% | −624−37.3% | Reduced |
| Reilly Financial Advisors, LLC | 1,032 | $65.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 999 | $63.0K | 0.01% | +21+2.1% | Added |
| Manchester Capital Management LLC | 960 | $61.0K | 0.01% | 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 |
| Old North State Trust, LLC | 922 | $58.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 817 | $52.0K | 0.01% | +7+0.9% | Added |
| City Holding Co | 778 | $49.0K | 0.01% | +100+14.7% | Added |
| NEXT Financial Group, Inc | 755 | $48.0K | 0.00% | +134+21.6% | Added |
| tru Independence LLC | 769 | $48.0K | 0.01% | +769 | New |
| Washington Trust Co | 739 | $47.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 700 | $46.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| O'Shaughnessy Asset Management, LLC | 697 | $44.0K | 0.00% | +103+17.3% | Added |
| Burleson & Company, LLC | 685 | $43.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 685 | $43.0K | 0.01% | +265+63.1% | Added |
| Sutton Wealth Advisors Inc. | 668 | $42.2K | 0.02% | 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 |
| CoreFirst Bank & Trust | 655 | $41.0K | 0.03% | 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 |
| WealthShield Partners, LLC | 601 | $38.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 584 | $36.9K | 0.00% | −97−14.2% | Reduced |
| TD Private Client Wealth LLC | 575 | $36.3K | 0.00% | +10+1.8% | Added |
| Stilwell Value LLC | 547 | $35.0K | 0.02% | 00.0% | Unchanged |