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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ossiam | 317 | $23.0K | 0.00% | −12,066−97.4% | Reduced |
| Schubert & Co | 314 | $23.0K | 0.02% | +314 | New |
| Plante Moran Financial Advisors, LLC | 336 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 335 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 341 | $24.7K | 0.01% | +103+43.3% | Added |
| Johnson Financial Group, Inc. | 339 | $25.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 350 | $25.0K | 0.00% | +50+16.7% | Added |
| Winch Advisory Services, LLC | 355 | $26.0K | 0.01% | +3+0.9% | Added |
| Sugarloaf Wealth Management, LLC | 364 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 365 | $26.0K | 0.01% | +365 | New |
| Marquette Asset Management, LLC | 368 | $27.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 379 | $27.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $27.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $29.0K | 0.02% | +396 | New |
| Parkside Financial Bank & Trust | 428 | $31.0K | 0.01% | +16+3.9% | Added |
| Assetmark, Inc | 432 | $31.0K | 0.00% | +375+657.9% | Added |
| Pittenger & Anderson Inc | 442 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 447 | $32.0K | 0.01% | +1+0.2% | Added |
| O'Dell Group, LLC | 457 | $33.0K | 0.01% | +2+0.4% | Added |
| Bell Investment Advisors, Inc | 454 | $33.0K | 0.01% | +7+1.6% | Added |
| TD Private Client Wealth LLC | 461 | $33.3K | 0.00% | −79−14.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 486 | $35.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 479 | $35.0K | 0.00% | +4+0.8% | Added |
| Mystic Asset Management, Inc. | 485 | $35.0K | 0.02% | +485 | New |
| Clearview Wealth Advisors LLC | 513 | $37.0K | 0.02% | +513 | New |
| Anchor Investment Management, LLC | 514 | $37.2K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 526 | $38.0K | 0.01% | −1−0.2% | Reduced |
| Lloyd Advisory Services, LLC. | 537 | $39.0K | 0.02% | +42+8.5% | Added |
| Glassman Wealth Services | 538 | $39.0K | 0.01% | +100+22.8% | Added |
| First Command Bank | 628 | $40.0K | 0.01% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $40.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 554 | $40.0K | 0.00% | +395+248.4% | Added |
| EverSource Wealth Advisors, LLC | 560 | $41.0K | 0.01% | +560 | New |
| McClarren Financial Advisors, Inc. | 568 | $42.0K | 0.03% | +6+1.1% | Added |
| CVA Family Office, LLC | 580 | $42.0K | 0.01% | +580 | New |
| Ahrens Investment Partners LLC | 600 | $43.0K | 0.02% | +600 | New |
| CoreCap Advisors, LLC | 587 | $43.0K | 0.00% | +587 | New |
| First Horizon Advisors, Inc. | 615 | $44.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $45.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 635 | $45.9K | 0.02% | −25−3.8% | Reduced |
| American Portfolios Advisors | 649 | $46.9K | 0.00% | +1+0.2% | Added |
| CoreFirst Bank & Trust | 655 | $47.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 651 | $47.0K | 0.04% | +651 | New |
| City Holding Co | 678 | $48.0K | 0.01% | −100−12.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 665 | $48.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 659 | $48.0K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 672 | $49.0K | 0.04% | +672 | New |
| Burleson & Company, LLC | 685 | $50.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 710 | $51.0K | 0.02% | +190+36.5% | Added |
| Quent Capital, LLC | 704 | $51.0K | 0.01% | +704 | New |
| Trustcore Financial Services, LLC | 717 | $52.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 725 | $52.4K | 0.04% | +725 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 808 | $58.0K | 0.02% | +808 | New |
| Patriot Financial Group Insurance Agency, LLC | 829 | $60.0K | 0.01% | +6+0.7% | Added |
| FSB Premier Wealth Management, Inc. | 883 | $63.0K | 0.03% | +883 | New |
| Level Financial Advisors, Inc. | 867 | $63.0K | 0.05% | +867 | New |
| Desjardins Global Asset Management Inc. | 894 | $64.0K | 0.01% | +894 | New |
| Old North State Trust, LLC | 922 | $67.0K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 955 | $69.0K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 960 | $69.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $69.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 980 | $71.0K | 0.10% | +980 | New |
| Motco | 994 | $72.0K | 0.00% | −515−34.1% | Reduced |
| Reilly Financial Advisors, LLC | 1,000 | $72.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,010 | $73.0K | 0.01% | −55−5.2% | Reduced |
| Central Trust Co | 1,068 | $77.0K | 0.00% | +100+10.3% | Added |
| Harbor Investment Advisory, LLC | 1,076 | $78.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,072 | $78.0K | 0.00% | +1,072 | New |
| Carroll Financial Associates, Inc. | 1,084 | $79.0K | 0.00% | −727−40.1% | Reduced |
| Harbour Investments, Inc. | 1,103 | $80.0K | 0.00% | −6,545−85.6% | Reduced |
| Cornerstone Advisory, LLC | 1,100 | $80.0K | 0.01% | +1,100 | New |
| DuPont Capital Management Corp | 1,167 | $84.0K | 0.00% | −45,693−97.5% | Reduced |
| JNBA Financial Advisors | 1,193 | $86.0K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,189 | $86.0K | 0.03% | +1,189 | New |
| AIA Group Ltd | 1,221 | $88.0K | 0.00% | +1,221 | New |
| Pinebridge Investments, L.P. | 1,230 | $89.0K | 0.00% | −290−19.1% | Reduced |
| Gemmer Asset Management LLC | 1,233 | $89.0K | 0.01% | +694+128.8% | Added |
| Covington Capital Management | 1,244 | $90.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,243 | $90.0K | 0.01% | +1,143+1,143.0% | Added |
| TCI Wealth Advisors, Inc. | 1,259 | $91.0K | 0.01% | +213+20.4% | Added |
| Silvant Capital Management LLC | 1,297 | $94.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,300 | $94.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,300 | $94.0K | 0.83% | 00.0% | Unchanged |
| Accel Wealth Management | 1,365 | $99.0K | 0.05% | −95−6.5% | Reduced |
| TCTC Holdings, LLC | 1,380 | $100.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $100.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $100.7K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,423 | $103.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,526 | $110.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,537 | $111.0K | 0.00% | −32−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,574 | $113.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,578 | $114.0K | 0.01% | +201+14.6% | Added |
| Koshinski Asset Management, Inc. | 1,661 | $120.1K | 0.01% | +9+0.5% | Added |
| West Financial Advisors, LLC | 1,688 | $122.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,754 | $127.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,754 | $127.0K | 0.01% | +192+12.3% | Added |
| Neo Ivy Capital Management | 1,793 | $130.0K | 0.19% | +1,793 | New |
| Huntington National Bank | 1,868 | $135.0K | 0.00% | +416+28.7% | Added |
| Belpointe Asset Management LLC | 1,905 | $138.0K | 0.01% | 00.0% | Unchanged |