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, Q3 2021
Institutional positions in Principal Financial Group Inc as of Sep 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
- 624
- +16 vs. Q2 2021
- Shares held
- 193.7M
- +371.2K (+0.2%) vs. Q2 2021
- Total value
- $12.5B
- +$272.4M (+2.2%) vs. Q2 2021
- New holders
- 51
- 207 more added
- Sold out
- 35
- 219 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 3,392 | $218.0K | 0.00% | +3,392 | New |
| Regions Financial Corp | 3,435 | $221.0K | 0.00% | −100−2.8% | Reduced |
| Profund Advisors LLC | 3,470 | $223.0K | 0.01% | −227−6.1% | Reduced |
| Centennial Wealth Advisory LLC | 3,463 | $223.0K | 0.13% | +170+5.2% | Added |
| Berman Capital Advisors, LLC | 3,487 | $223.0K | 0.04% | +222+6.8% | Added |
| Advisory Services Network, LLC | 3,470 | $224.0K | 0.01% | −871−20.1% | Reduced |
| Brown Advisory Inc | 3,493 | $225.0K | 0.00% | −648−15.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,509 | $226.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,503 | $226.0K | 0.18% | +1,061+43.4% | Added |
| Mirabella Financial Services LLP | 3,560 | $229.0K | 0.03% | −2,385−40.1% | Reduced |
| Iron Horse Wealth Management, LLC | 3,654 | $235.0K | 0.15% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,677 | $237.0K | 0.02% | +21+0.6% | Added |
| Cresset Asset Management, LLC | 3,794 | $244.0K | 0.00% | +356+10.4% | Added |
| Clarius Group, LLC | 3,798 | $245.0K | 0.02% | +432+12.8% | Added |
| Mma Asset Management LLC | 3,837 | $247.0K | 0.19% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,862 | $249.0K | 0.06% | −28−0.7% | Reduced |
| 9258 Wealth Management, LLC | 3,865 | $249.0K | 0.07% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $253.0K | 0.09% | 00.0% | Unchanged |
| Renaissance Group LLC | 3,971 | $256.0K | 0.01% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 4,000 | $258.0K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 4,023 | $259.0K | 0.01% | −551−12.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,037 | $260.0K | 0.02% | −44−1.1% | Reduced |
| Farmers & Merchants Investments Inc | 4,050 | $261.0K | 0.01% | −35−0.9% | Reduced |
| Ellevest, Inc. | 4,080 | $263.0K | 0.03% | +629+18.2% | Added |
| Johnson Midwest Financial, LLC | 4,156 | $268.0K | 0.22% | +8+0.2% | Added |
| Allworth Financial LP | 4,187 | $270.0K | 0.00% | −420−9.1% | Reduced |
| Echo Street Capital Management LLC | 4,195 | $270.0K | 0.00% | +4,195 | New |
| Wesbanco Bank Inc | 4,283 | $276.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,289 | $276.0K | 0.03% | +4,289 | New |
| Legacy Financial Advisors, Inc. | 4,305 | $277.0K | 0.07% | +83+2.0% | Added |
| Blair William & Co | 4,364 | $281.0K | 0.00% | +824+23.3% | Added |
| Qtron Investments LLC | 4,412 | $284.0K | 0.08% | −7,383−62.6% | Reduced |
| Hilltop Holdings Inc. | 4,444 | $286.0K | 0.03% | +4,444 | New |
| Beacon Pointe Advisors, LLC | 4,548 | $293.0K | 0.01% | +600+15.2% | Added |
| Legacy Bridge, LLC | 4,570 | $294.0K | 0.17% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,561 | $294.0K | 0.14% | +1,260+38.2% | Added |
| IndexIQ Advisors LLC | 4,697 | $302.0K | 0.01% | +203+4.5% | Added |
| Cetera Advisors LLC | 4,701 | $303.0K | 0.01% | +1,495+46.6% | Added |
| Vontobel Holding Ltd. | 4,737 | $305.0K | 0.00% | +924+24.2% | Added |
| Squarepoint Ops LLC | 4,869 | $314.0K | 0.00% | +1,204+32.9% | Added |
| Mercer Global Advisors Inc | 4,913 | $317.0K | 0.00% | +334+7.3% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 5,000 | $322.0K | 0.00% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 5,112 | $329.0K | 0.03% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 5,263 | $339.0K | 0.02% | −437−7.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,262 | $339.0K | 0.01% | +1,377+35.4% | Added |
| Johnson Investment Counsel Inc | 5,295 | $341.0K | 0.00% | +1,890+55.5% | Added |
| CWA Asset Management Group, LLC | 5,333 | $343.0K | 0.03% | −53−1.0% | Reduced |
| Wedbush Securities Inc | 5,421 | $349.0K | 0.02% | −62−1.1% | Reduced |
| Synovus Financial Corp | 5,460 | $353.0K | 0.00% | −2,186−28.6% | Reduced |
| Waldron Private Wealth LLC | 5,495 | $353.0K | 0.02% | +180+3.4% | Added |
| Arete Wealth Advisors, LLC | 5,497 | $354.0K | 0.04% | +177+3.3% | Added |
| Fifth Third Bancorp | 5,531 | $356.0K | 0.00% | +215+4.0% | Added |
| Sunflower Bank, N.A. | 5,679 | $366.0K | 0.05% | −620−9.8% | Reduced |
| Ontario Teachers Pension Plan Board | 5,755 | $371.0K | 0.00% | +1,478+34.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,118 | $394.0K | 0.01% | +29+0.5% | Added |
| KMG Fiduciary Partners, LLC | 6,179 | $398.0K | 0.07% | +1,378+28.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,238 | $402.0K | 0.07% | +6,238 | New |
| RSM US Wealth Management LLC | 6,304 | $406.0K | 0.02% | −1,860−22.8% | Reduced |
| Capital Investment Advisors, LLC | 6,356 | $409.0K | 0.01% | −240−3.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,424 | $414.0K | 0.04% | −160−2.4% | Reduced |
| Benin Management CORP | 6,500 | $419.0K | 0.13% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,284 | $419.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,442 | $421.0K | 0.01% | +6,442 | New |
| Roosevelt Investment Group LLC | 6,594 | $425.0K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 6,606 | $425.0K | 0.13% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 6,599 | $427.0K | 0.18% | +9+0.1% | Added |
| IFP Advisors, Inc | 6,701 | $432.0K | 0.01% | −1,354−16.8% | Reduced |
| Greenleaf Trust | 6,702 | $432.0K | 0.01% | +388+6.1% | Added |
| Nicolet Bankshares Inc | 6,768 | $436.0K | 0.11% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6,822 | $439.0K | 0.04% | −727−9.6% | Reduced |
| Balentine LLC | 6,820 | $439.0K | 0.02% | +6,820 | New |
| Sciencast Management LP | 6,717 | $445.0K | 0.13% | +6,717 | New |
| Gilbert & Cook, Inc. | 7,058 | $455.0K | 0.08% | −1,400−16.6% | Reduced |
| Palisade Asset Management, LLC | 7,250 | $467.0K | 0.06% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 7,200 | $470.5K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 7,443 | $479.0K | 0.01% | −844−10.2% | Reduced |
| Simplex Trading, LLC | 7,673 | $487.0K | 0.02% | +231+3.1% | Added |
| IBM Retirement Fund | 7,643 | $492.0K | 0.04% | +57+0.8% | Added |
| Harbour Investments, Inc. | 7,648 | $493.0K | 0.02% | +492+6.9% | Added |
| Teza Capital Management LLC | 7,663 | $493.0K | 0.24% | +7,663 | New |
| Umb Bank N A | 7,692 | $495.0K | 0.01% | +300+4.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,709 | $496.0K | 0.04% | −1,598−17.2% | Reduced |
| Cigna Investments Inc | 7,770 | $500.0K | 0.04% | −206−2.6% | Reduced |
| Polar Asset Management Partners Inc. | 7,763 | $500.0K | 0.01% | +7,763 | New |
| Shelton Capital Management | 7,776 | $501.0K | 0.02% | −4,000−34.0% | Reduced |
| Wolff Financial Management LLC | 7,815 | $503.0K | 0.44% | +7,815 | New |
| Seeyond | 7,856 | $505.0K | 0.05% | −466−5.6% | Reduced |
| DCM Advisors, LLC | 7,867 | $507.0K | 0.20% | +1,226+18.5% | Added |
| Wetherby Asset Management Inc | 7,991 | $515.0K | 0.03% | +200+2.6% | Added |
| Denali Advisors LLC | 8,000 | $515.0K | 0.22% | +2,600+48.1% | Added |
| Geneos Wealth Management Inc. | 7,870 | $516.0K | 0.02% | +228+3.0% | Added |
| Oppenheimer & Co Inc | 8,132 | $524.0K | 0.01% | −559−6.4% | Reduced |
| Kinneret Advisory, LLC | 8,190 | $527.0K | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 8,205 | $528.0K | 0.05% | −2,882−26.0% | Reduced |
| World Asset Management Inc | 8,247 | $531.0K | 0.05% | −572−6.5% | Reduced |
| Savant Capital, LLC | 8,271 | $533.0K | 0.02% | +287+3.6% | Added |
| Venture Visionary Partners LLC | 8,337 | $536.0K | 0.04% | +1,202+16.8% | Added |
| Assenagon Asset Management S.A. | 8,338 | $537.0K | 0.00% | −54,477−86.7% | Reduced |
| Allstate Corp | 8,335 | $537.0K | 0.02% | −1,215−12.7% | Reduced |
| Norinchukin Bank, The | 8,430 | $543.0K | 0.01% | +721+9.4% | Added |