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 |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 557 | $35.0K | 0.03% | +5+0.9% | 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 |
| Tarbox Family Office, Inc. | 527 | $33.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 536 | $33.0K | 0.00% | +140+35.4% | Added |
| 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 |
| Motco | 494 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 486 | $31.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 471 | $30.0K | 0.00% | +471 | New |
| Pittenger & Anderson Inc | 442 | $28.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 420 | $27.0K | 0.01% | +4+1.0% | Added |
| 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 |
| 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 |
| HHM Wealth Advisors, LLC | 400 | $25.0K | 0.01% | 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 |
| Anchor Investment Management, LLC | 364 | $23.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Winch Advisory Services, LLC | 349 | $22.0K | 0.01% | +3+0.9% | Added |
| 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 |
| HighMark Wealth Management LLC | 310 | $20.0K | 0.01% | 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 |
| Caldwell Trust Co | 297 | $18.8K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 296 | $18.7K | 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 |
| Glen Eagle Advisors, LLC | 270 | $17.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Financial Perspectives, Inc | 238 | $15.0K | 0.01% | −14,032−98.3% | Reduced |
| 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 |
| 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 Capital Advisors LLC | 208 | $13.1K | 0.00% | 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 |
| American State Bank (Iowa) | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Flagship Private Wealth, LLC | 140 | $8.66K | 0.01% | 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 |
| West Paces Advisors Inc. | 120 | $7.58K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| McIlrath & Eck, LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |