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Livermore
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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, Q4 2021

Institutional positions in Principal Financial Group Inc as of Dec 31, 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
664
+49 vs. Q3 2021
Shares held
196.6M
+2.96M (+1.5%) vs. Q3 2021
Total value
$14.2B
+$1.74B (+13.9%) vs. Q3 2021
New holders
111
202 more added
Sold out
62
214 more reduced

9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 664 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 heldQ4 2021: $14.2B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2021.

Institutions holding PFG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JJJ Advisors Inc.4$00.00%−40−90.9%Reduced
Addison Advisors LLC4$00.00%+4New
WFA Asset Management Corp1$650.00%+1New
WestEnd Advisors, LLC3$2160.00%––
Carolinas Wealth Consulting LLC16$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$1.00K0.00%+8New
Morton Brown Family Wealth, LLC10$1.00K0.00%+10New
Karlinski Andrew C15$1.00K0.00%+15New
Tucker Asset Management LLC18$1.30K0.00%00.0%Unchanged
TFC Financial Management32$2.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC34$2.00K0.00%00.0%Unchanged
Evoke Wealth, LLC23$2.00K0.00%00.0%Unchanged
Lee Financial Co30$2.00K0.00%+30New
Concorde Financial Corp33$2.00K0.00%+33New
Raffa Wealth Management, LLC41$2.97K0.00%00.0%Unchanged
Versant Capital Management, Inc46$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.51$3.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management35$3.00K0.00%00.0%Unchanged
Piscataqua Savings Bank35$3.00K0.00%00.0%Unchanged
Cambridge Trust Co44$3.00K0.00%+44New
Sandy Spring Bank43$3.00K0.00%+43New
Horan Securities, Inc.40$3.00K0.00%+40New
Archer Investment Corp44$3.18K0.00%+44New
PFG Private Wealth Management, LLC56$4.00K0.00%00.0%Unchanged
Signet Financial Management, LLC50$4.00K0.00%+50New
McIlrath & Eck, LLC71$5.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.87$6.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$6.00K0.01%00.0%Unchanged
Clearstead Advisors, LLC100$7.00K0.00%−1,895−95.0%Reduced
Bray Capital Advisors101$7.00K0.00%00.0%Unchanged
First Manhattan Co98$7.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC100$7.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$7.00K0.00%00.0%Unchanged
Arlington Partners LLC91$7.00K0.00%+91New
Investmark Advisory Group LLC100$7.00K0.01%+100New
Spectrum Management Group, LLC104$8.00K0.00%−187−64.3%Reduced
Providence Capital Advisors, LLC107$8.00K0.00%−53−33.1%Reduced
Ogorek Anthony Joseph117$8.00K0.00%00.0%Unchanged
Earnest Partners LLC116$8.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB114$8.00K0.00%+18+18.8%Added
Aspire Private Capital, LLC113$8.00K0.00%+113New
Key Financial Inc113$8.00K0.00%+113New
Amplius Wealth Advisors, LLC116$8.00K0.00%+116New
Tilia Fiduciary Partners, Inc.108$8.00K0.01%+108New
Financial Management Professionals, Inc.123$9.00K0.00%00.0%Unchanged
Investors Research Corp126$9.00K0.00%00.0%Unchanged
MV Capital Management, Inc.119$9.00K0.00%+18+17.8%Added
Lazard Asset Management LLC131$9.00K0.00%+131New
Spire Wealth Management125$9.00K0.00%+125New
Ahl Investment Management, Inc.125$9.00K0.01%+125New
Rockefeller Capital Management L.P.141$10.0K0.00%−34−19.4%Reduced
Gradient Investments LLC138$10.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP145$10.0K0.00%+87+150.0%Added
Blue Bell Private Wealth Management, LLC134$10.0K0.00%+134New
Confluence Wealth Services, Inc.145$10.0K0.00%+145New
Delta Asset Management LLC151$11.0K0.00%00.0%Unchanged
Retirement Planning Co of New England, Inc.165$11.0K0.01%+165New
Peregrine Capital Management LLC160$12.0K0.00%00.0%Unchanged
Richwood Investment Advisors, LLC162$12.0K0.01%+162New
Horizon Financial Services, LLC176$12.7K0.01%−28−13.7%Reduced
HM Payson & Co181$13.0K0.00%−26−12.6%Reduced
Gibson Wealth Advisors LLC174$13.0K0.01%+174New
Zions Bancorporation, N.A.194$14.0K0.00%−223−53.5%Reduced
Antonetti Capital Management LLC200$14.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC200$14.0K0.00%00.0%Unchanged
Smithfield Trust Co190$14.0K0.00%00.0%Unchanged
American State Bank (Iowa)200$14.5K0.01%00.0%Unchanged
Old Second National Bank of Aurora300$15.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC211$15.0K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC210$15.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC201$15.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC208$15.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co224$16.0K0.00%00.0%Unchanged
Private Capital Group, LLC223$16.0K0.00%00.0%Unchanged
Hoese & Co LLP224$16.0K0.02%+124+124.0%Added
Cassady Schiller Wealth Management, LLC227$16.0K0.01%+227New
Leverty Financial Group, LLC247$17.0K0.01%+247New
Zullo Investment Group, Inc.235$17.0K0.01%+235New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC259$18.0K0.00%−242−48.3%Reduced
Institutional & Family Asset Management, LLC259$19.0K0.00%−1,100−80.9%Reduced
Rockbridge Investment Management, LCC258$19.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC262$19.0K0.00%+2+0.8%Added
Proequities, Inc.257$19.0K0.00%+257New
Hoertkorn Richard Charles272$20.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC270$20.0K0.00%00.0%Unchanged
Optiver Holding B.V.320$21.0K0.00%00.0%Unchanged
Valley National Advisers Inc293$21.0K0.00%+3+1.0%Added
Pflug Koory, LLC285$21.0K0.01%00.0%Unchanged
Lenox Wealth Advisors, LLC296$21.0K0.00%+28+10.4%Added
First Community Trust NA293$21.2K0.02%+293New
Halpern Financial, Inc.296$21.4K0.01%00.0%Unchanged
Caldwell Trust Co297$21.5K0.00%00.0%Unchanged
Strategic Asset Management, LLC310$22.0K0.03%00.0%Unchanged
HighMark Wealth Management LLC310$22.0K0.01%00.0%Unchanged
Thompson Siegel & Walmsley LLC300$22.0K0.00%00.0%Unchanged
Atwood & Palmer Inc302$22.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC300$22.0K0.01%00.0%Unchanged
Steward Financial Group LLC309$22.0K0.02%+309New
Bivin & Associates, Inc.304$22.0K0.02%+304New