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Livermore
Livermore
ZHEN

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
Gladius Capital Management LP1,897$138.0K0.05%+1,897New
Stonebridge Capital Advisors LLC2,022$146.0K0.02%00.0%Unchanged
Snowden Capital Advisors LLC2,051$148.0K0.01%+2,051New
Commons Capital, LLC2,153$156.0K0.15%+2,153New
Deseret Mutual Benefit Administrators2,214$160.0K0.03%00.0%Unchanged
Parallax Volatility Advisers, L.P.2,217$160.0K0.00%+500+29.1%Added
Longfellow Investment Management Co LLC2,289$166.0K0.03%00.0%Unchanged
Harvest Fund Management Co., Ltd2,364$170.0K0.03%+1,823+337.0%Added
TSFG, LLC2,479$179.0K0.06%00.0%Unchanged
Whittier Trust Co2,500$181.0K0.00%+2,500New
Cullen/Frost Bankers, Inc.2,510$182.0K0.00%00.0%Unchanged
Meeder Asset Management Inc2,527$183.0K0.02%+336+15.3%Added
Optimum Investment Advisors2,550$184.0K0.07%00.0%Unchanged
Bessemer Group Inc2,677$193.0K0.00%−57−2.1%Reduced
Syverson Strege & Co2,698$195.0K0.14%−805−23.0%Reduced
Evergreen Capital Management LLC2,783$201.0K0.01%+2,783New
Wesbanco Bank Inc2,783$202.0K0.01%−1,500−35.0%Reduced
SevenBridge Financial Group, LLC2,819$204.0K0.06%+2,819New
Cerity Partners LLC2,836$205.0K0.00%+2,836New
Quadrant Capital Group LLC2,895$209.0K0.02%+101+3.6%Added
Gateway Investment Advisers LLC2,893$209.0K0.00%+2,893New
Two Sigma Securities, LLC2,895$209.0K0.04%+2,895New
Security National Bank2,905$210.0K0.05%+2,905New
Lake Street Financial LLC2,958$214.0K0.04%+2,958New
Ieq Capital, LLC2,982$216.0K0.00%−231−7.2%Reduced
CRA Financial Services, LLC3,000$217.0K0.06%+3,000New
Paragon Capital Management Ltd3,037$220.0K0.04%+3,037New
Jacobi Capital Management LLC3,056$221.0K0.03%+48+1.6%Added
Western Wealth Management, LLC3,067$221.0K0.02%+3,067New
Jackson, Grant Investment Advisers, Inc.3,071$222.0K0.11%00.0%Unchanged
SeaCrest Wealth Management, LLC3,066$222.0K0.02%+3,066New
Pitcairn Co3,102$224.0K0.01%+3,102New
Redhawk Wealth Advisors, Inc.3,129$226.0K0.06%00.0%Unchanged
Kinloch Capital, LLC3,130$226.0K0.14%00.0%Unchanged
Parallel Advisors, LLC3,145$227.0K0.01%+416+15.2%Added
Sigma Planning Corp3,144$227.0K0.01%+3,144New
Keybank National Association3,165$229.0K0.00%+3,165New
Sageworth Trust Co3,212$232.0K0.02%−10,692−76.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,203$232.0K0.00%−6,574−67.2%Reduced
Ameritas Investment Partners, Inc.3,232$234.0K0.01%−277−7.9%Reduced
Stratos Wealth Partners, LTD.3,237$234.0K0.01%+87+2.8%Added
Denali Advisors LLC3,300$239.0K0.09%−4,700−58.8%Reduced
Foundations Investment Advisors, LLC3,149$241.0K0.01%+3,149New
MML Investors Services, LLC3,354$243.0K0.00%+3,354New
Profund Advisors LLC3,404$246.0K0.01%−66−1.9%Reduced
TCWP LLC3,407$246.0K0.05%+3,407New
Brown Advisory Inc3,493$252.0K0.00%00.0%Unchanged
Equitable Holdings, Inc.3,536$256.0K0.00%+286+8.8%Added
Focus Financial Network, Inc.3,539$256.0K0.04%+3,539New
FORA Capital, LLC3,550$257.0K0.10%+3,550New
Blair William & Co3,639$263.0K0.00%−725−16.6%Reduced
Iron Horse Wealth Management, LLC3,654$264.0K0.15%00.0%Unchanged
Tokio Marine Asset Management Co Ltd3,650$264.0K0.02%+366+11.1%Added
Centennial Wealth Advisory LLC3,668$265.0K0.15%+205+5.9%Added
Dynamic Advisor Solutions LLC3,677$266.0K0.02%00.0%Unchanged
Signaturefd, LLC3,708$268.0K0.01%+658+21.6%Added
CAPROCK Group, Inc.3,704$268.0K0.02%+3,704New
Lombard Odier Asset Management (Switzerland) SA3,720$269.0K0.02%+3,720New
Beacon Pointe Advisors, LLC3,737$270.0K0.01%−811−17.8%Reduced
Echo Street Capital Management LLC3,786$274.0K0.00%−409−9.7%Reduced
9258 Wealth Management, LLC3,865$280.0K0.06%00.0%Unchanged
Archford Capital Strategies, LLC3,888$281.0K0.06%+26+0.7%Added
LeJeune Puetz Investment Counsel LLC3,925$284.0K0.10%00.0%Unchanged
ASB Consultores, LLC3,920$284.0K0.14%+3,920New
Renaissance Group LLC3,971$287.0K0.01%00.0%Unchanged
Vestmark Advisory Solutions, Inc.4,006$290.0K0.02%−31−0.8%Reduced
Inlet Private Wealth, LLC4,009$290.0K0.07%+9+0.2%Added
Clarius Group, LLC4,040$292.0K0.02%+242+6.4%Added
Cornerstone Advisors Asset Management, LLC4,091$295.9K0.22%+4,091New
Johnson Midwest Financial, LLC4,164$301.0K0.23%+8+0.2%Added
Palisade Asset Management, LLC4,250$307.0K0.03%−3,000−41.4%Reduced
Cetera Advisors LLC4,352$315.0K0.01%−349−7.4%Reduced
Allworth Financial LP4,353$315.0K0.00%+166+4.0%Added
Empirical Finance, LLC4,358$315.0K0.04%+1,130+35.0%Added
Cookson Peirce & Co Inc4,400$318.0K0.02%+4,400New
Qtron Investments LLC4,412$319.0K0.07%00.0%Unchanged
TownSquare Capital, LLC4,409$319.0K0.01%+4,409New
IBM Retirement Fund4,424$320.0K0.04%−3,219−42.1%Reduced
Marshall Financial Group LLC4,465$323.0K0.12%+4,465New
Advisory Services Network, LLC4,503$326.0K0.01%+1,033+29.8%Added
Keeler & Nadler Financial Planning & Wealth Management4,533$327.9K0.30%+4,533New
Eads & Heald Wealth Management4,531$328.0K0.14%−30−0.7%Reduced
Legacy Financial Advisors, Inc.4,541$328.0K0.08%+236+5.5%Added
Legacy Bridge, LLC4,570$331.0K0.17%00.0%Unchanged
Concord Wealth Partners4,606$333.0K0.08%+1,275+38.3%Added
Ellevest, Inc.4,914$355.0K0.03%+834+20.4%Added
Farmers & Merchants Investments Inc4,955$358.0K0.01%+905+22.3%Added
Elliott Investment Management L.P.SuperinvestorElliott Investment Management5,000$362.0K0.01%00.0%Unchanged
Symmetry Partners, LLC5,082$368.0K0.02%−1,202−19.1%Reduced
Redpoint Investment Management Pty Ltd5,112$370.0K0.03%00.0%Unchanged
Sunflower Bank, N.A.5,219$377.0K0.05%−460−8.1%Reduced
Wedbush Securities Inc5,275$382.0K0.02%−146−2.7%Reduced
Benin Management CORP5,300$383.0K0.12%−1,200−18.5%Reduced
Arete Wealth Advisors, LLC5,228$383.0K0.03%−269−4.9%Reduced
CWA Asset Management Group, LLC5,335$386.0K0.03%+20.0%Added
Mercer Global Advisors Inc5,340$386.0K0.00%+427+8.7%Added
Hilltop Holdings Inc.5,426$392.0K0.04%+982+22.1%Added
Johnson Investment Counsel Inc5,430$393.0K0.00%+135+2.5%Added
Waldron Private Wealth LLC5,495$397.0K0.02%00.0%Unchanged
Coldstream Capital Management Inc5,507$398.0K0.01%+5,507New