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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.

Institutional holdersQ3 2021: 624 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ3 2021: $12.5B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$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.

Institutions holding PFG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Center for Financial Planning, Inc.100$6.00K0.00%00.0%Unchanged
Hoese & Co LLP100$6.00K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.87$6.00K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC91$6.00K0.00%+91New
McIlrath & Eck, LLC71$5.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$5.00K0.01%+78New
Assetmark, Inc57$4.00K0.00%−59,115−99.9%Reduced
PFG Private Wealth Management, LLC56$4.00K0.00%+56New
Dark Forest Capital Management LP58$4.00K0.00%+58New
Versant Capital Management, Inc46$3.00K0.00%00.0%Unchanged
Resolute Partners Group51$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.51$3.00K0.00%−1−1.9%Reduced
JJJ Advisors Inc.44$3.00K0.00%+44New
Raffa Wealth Management, LLC41$2.64K0.00%00.0%Unchanged
TFC Financial Management32$2.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC34$2.00K0.00%00.0%Unchanged
Piscataqua Savings Bank35$2.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management35$2.00K0.00%+35New
Tucker Asset Management LLC18$1.21K0.00%00.0%Unchanged
Baystate Wealth Management LLC11$1.00K0.00%00.0%Unchanged
Evoke Wealth, LLC23$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC16$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC–$1930.00%––
Prestige Wealth Management Group LLC7$00.00%00.0%Unchanged
Proequities, Inc.0$00.00%−197−100.0%Sold out
Two Sigma Investments, LP0$00.00%−329,162−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−199,300−100.0%Sold out
Zimmer Partners, LP0$00.00%−175,000−100.0%Sold out
Capitolis Advisors LLC0$00.00%−129,785−100.0%Sold out
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH0$00.00%−99,366−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−87,000−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−36,753−100.0%Sold out
MD Financial Management Inc.0$00.00%−36,073−100.0%Sold out
M&G Investment Management Ltd0$00.00%−22,409−100.0%Sold out
Old Mission Capital LLC0$00.00%−20,023−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−15,747−100.0%Sold out
Trexquant Investment LP0$00.00%−11,412−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−10,305−100.0%Sold out
BP PLC0$00.00%−7,889−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−7,787−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−7,271−100.0%Sold out
Verition Fund Management LLC0$00.00%−7,012−100.0%Sold out
Maven Securities LTD0$00.00%−6,329−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−6,224−100.0%Sold out
Pendal Group Limited0$00.00%−6,003−100.0%Sold out
Wealthstar Advisors, LLC0$00.00%−4,397−100.0%Sold out
Sit Investment Associates Inc0$00.00%−1,072−100.0%Sold out
Shell Asset Management Co0$00.00%−1,048−100.0%Sold out
tru Independence LLC0$00.00%−769−100.0%Sold out
Washington Trust Co0$00.00%−739−100.0%Sold out
CVA Family Office, LLC0$00.00%−685−100.0%Sold out
WealthShield Partners, LLC0$00.00%−601−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−504−100.0%Sold out
Ford Financial Group, LLC0$00.00%−365−100.0%Sold out
Heritage Wealth Management, LLC0$00.00%−225−100.0%Sold out
Flagship Private Wealth, LLC0$00.00%−140−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−109−100.0%Sold out
Isthmus Partners, LLC0$00.00%−79−100.0%Sold out
Paradigm, Strategies in Wealth Management, LLC0$00.00%−56−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
QS Investors, LLC––––Not filed
CWM, LLC––––Not filed
First Horizon Corp––––Not filed
Horan Securities, Inc.––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed
FormulaFolio Investments, LLC––––Not filed