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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 4,080 | $263.0K | 0.03% | +629+18.2% | Added |
| Farmers & Merchants Investments Inc | 4,050 | $261.0K | 0.01% | −35−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,037 | $260.0K | 0.02% | −44−1.1% | Reduced |
| Vestcor Inc | 4,023 | $259.0K | 0.01% | −551−12.0% | Reduced |
| Inlet Private Wealth, LLC | 4,000 | $258.0K | 0.07% | 00.0% | Unchanged |
| Renaissance Group LLC | 3,971 | $256.0K | 0.01% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $253.0K | 0.09% | 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 |
| Mma Asset Management LLC | 3,837 | $247.0K | 0.19% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,798 | $245.0K | 0.02% | +432+12.8% | Added |
| Cresset Asset Management, LLC | 3,794 | $244.0K | 0.00% | +356+10.4% | Added |
| Dynamic Advisor Solutions LLC | 3,677 | $237.0K | 0.02% | +21+0.6% | Added |
| Iron Horse Wealth Management, LLC | 3,654 | $235.0K | 0.15% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,560 | $229.0K | 0.03% | −2,385−40.1% | 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 |
| Brown Advisory Inc | 3,493 | $225.0K | 0.00% | −648−15.6% | Reduced |
| Advisory Services Network, LLC | 3,470 | $224.0K | 0.01% | −871−20.1% | 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 |
| Regions Financial Corp | 3,435 | $221.0K | 0.00% | −100−2.8% | Reduced |
| Wealthspire Advisors, LLC | 3,392 | $218.0K | 0.00% | +3,392 | New |
| Concord Wealth Partners | 3,331 | $215.0K | 0.09% | −588−15.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,284 | $211.0K | 0.02% | +3,284 | New |
| Equitable Holdings, Inc. | 3,250 | $209.0K | 0.00% | +10.0% | Added |
| Empirical Finance, LLC | 3,228 | $208.0K | 0.03% | +3,228 | New |
| Ieq Capital, LLC | 3,213 | $207.0K | 0.01% | +3,213 | New |
| Stratos Wealth Partners, LTD. | 3,150 | $203.0K | 0.01% | +3,150 | New |
| Kinloch Capital, LLC | 3,130 | $202.0K | 0.14% | −350−10.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,129 | $202.0K | 0.06% | +3,129 | New |
| ACG Wealth | 3,122 | $201.0K | 0.03% | +3,122 | New |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $198.0K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,050 | $196.0K | 0.01% | +568+22.9% | Added |
| Jacobi Capital Management LLC | 3,008 | $194.0K | 0.02% | +678+29.1% | Added |
| Quadrant Capital Group LLC | 2,794 | $180.0K | 0.03% | −119−4.1% | Reduced |
| Parallel Advisors, LLC | 2,729 | $176.0K | 0.01% | +567+26.2% | Added |
| Bessemer Group Inc | 2,734 | $176.0K | 0.00% | +1,154+73.0% | Added |
| Tower Research Capital LLC (TRC) | 2,638 | $170.0K | 0.00% | −2,684−50.4% | Reduced |
| Optimum Investment Advisors | 2,550 | $164.0K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,510 | $162.0K | 0.00% | −127−4.8% | Reduced |
| TSFG, LLC | 2,479 | $160.0K | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,289 | $148.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,214 | $143.0K | 0.03% | −883−28.5% | Reduced |
| Meeder Asset Management Inc | 2,191 | $141.0K | 0.01% | +543+32.9% | Added |
| Focused Wealth Management, Inc | 2,150 | $138.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,022 | $130.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,995 | $128.0K | 0.01% | −22−1.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,983 | $128.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,924 | $124.0K | 0.00% | −14−0.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,924 | $123.9K | 0.00% | −14−0.7% | Reduced |
| Belpointe Asset Management LLC | 1,905 | $123.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,811 | $116.0K | 0.01% | −163−8.3% | Reduced |
| NuWave Investment Management, LLC | 1,766 | $114.0K | 0.13% | −550−23.7% | Reduced |
| Sentry Investment Management LLC | 1,754 | $113.0K | 0.03% | +1,594+996.3% | Added |
| Parallax Volatility Advisers, L.P. | 1,717 | $111.0K | 0.00% | +1,717 | New |
| West Financial Advisors, LLC | 1,688 | $109.0K | 0.03% | +1,274+307.7% | Added |
| Koshinski Asset Management, Inc. | 1,652 | $106.4K | 0.01% | +1,652 | New |
| Brewin Dolphin Ltd | 1,574 | $101.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,574 | $101.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,569 | $101.0K | 0.00% | −63−3.9% | Reduced |
| NEXT Financial Group, Inc | 1,562 | $101.0K | 0.01% | +807+106.9% | Added |
| FinTrust Capital Advisors, LLC | 1,526 | $98.0K | 0.03% | −50−3.2% | Reduced |
| Pinebridge Investments, L.P. | 1,520 | $98.0K | 0.00% | −35−2.3% | Reduced |
| Motco | 1,509 | $97.0K | 0.01% | +1,015+205.5% | Added |
| Huntington National Bank | 1,452 | $94.0K | 0.00% | −233−13.8% | Reduced |
| Accel Wealth Management | 1,460 | $94.0K | 0.06% | +1+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,423 | $92.0K | 0.00% | −310−17.9% | Reduced |
| Laffer Tengler Investments | 1,392 | $89.6K | 0.03% | +1,392 | New |
| AdvisorNet Financial, Inc | 1,377 | $89.0K | 0.01% | +4+0.3% | Added |
| TCTC Holdings, LLC | 1,380 | $89.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $89.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,385 | $89.0K | 0.00% | +1,385 | New |
| Institutional & Family Asset Management, LLC | 1,359 | $88.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,300 | $84.0K | 0.02% | −3,243−71.4% | Reduced |
| Silvant Capital Management LLC | 1,297 | $84.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,300 | $84.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 1,244 | $80.0K | 0.00% | +1,244 | New |
| JNBA Financial Advisors | 1,193 | $77.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,090 | $70.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,065 | $69.0K | 0.02% | −133−11.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,076 | $69.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,046 | $67.0K | 0.01% | +47+4.7% | Added |
| First Mercantile Trust Co | 1,006 | $65.0K | 0.01% | −55−5.2% | Reduced |
| Reilly Financial Advisors, LLC | 1,000 | $64.0K | 0.01% | −32−3.1% | Reduced |
| Central Trust Co | 968 | $62.0K | 0.00% | −100−9.4% | Reduced |
| Manchester Capital Management LLC | 960 | $62.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 955 | $62.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $61.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 922 | $59.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 902 | $58.0K | 0.00% | +399+79.3% | Added |
| Kowal Investment Group, LLC | 903 | $58.0K | 0.02% | +903 | New |
| Capstone Investment Advisors, LLC | 883 | $57.0K | 0.00% | +883 | New |
| Patriot Financial Group Insurance Agency, LLC | 823 | $53.0K | 0.01% | +6+0.7% | Added |
| City Holding Co | 778 | $50.0K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 700 | $47.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 717 | $46.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 711 | $46.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 698 | $45.0K | 0.00% | +1+0.1% | Added |