Skip to main content
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
LeJeune Puetz Investment Counsel LLC3,925$284.0K0.10%00.0%Unchanged
ASB Consultores, LLC3,920$284.0K0.14%+3,920New
Archford Capital Strategies, LLC3,888$281.0K0.06%+26+0.7%Added
9258 Wealth Management, LLC3,865$280.0K0.06%00.0%Unchanged
Echo Street Capital Management LLC3,786$274.0K0.00%−409−9.7%Reduced
Beacon Pointe Advisors, LLC3,737$270.0K0.01%−811−17.8%Reduced
Lombard Odier Asset Management (Switzerland) SA3,720$269.0K0.02%+3,720New
Signaturefd, LLC3,708$268.0K0.01%+658+21.6%Added
CAPROCK Group, Inc.3,704$268.0K0.02%+3,704New
Dynamic Advisor Solutions LLC3,677$266.0K0.02%00.0%Unchanged
Centennial Wealth Advisory LLC3,668$265.0K0.15%+205+5.9%Added
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
Blair William & Co3,639$263.0K0.00%−725−16.6%Reduced
FORA Capital, LLC3,550$257.0K0.10%+3,550New
Focus Financial Network, Inc.3,539$256.0K0.04%+3,539New
Equitable Holdings, Inc.3,536$256.0K0.00%+286+8.8%Added
Brown Advisory Inc3,493$252.0K0.00%00.0%Unchanged
Profund Advisors LLC3,404$246.0K0.01%−66−1.9%Reduced
TCWP LLC3,407$246.0K0.05%+3,407New
MML Investors Services, LLC3,354$243.0K0.00%+3,354New
Foundations Investment Advisors, LLC3,149$241.0K0.01%+3,149New
Denali Advisors LLC3,300$239.0K0.09%−4,700−58.8%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
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
Keybank National Association3,165$229.0K0.00%+3,165New
Parallel Advisors, LLC3,145$227.0K0.01%+416+15.2%Added
Sigma Planning Corp3,144$227.0K0.01%+3,144New
Redhawk Wealth Advisors, Inc.3,129$226.0K0.06%00.0%Unchanged
Kinloch Capital, LLC3,130$226.0K0.14%00.0%Unchanged
Pitcairn Co3,102$224.0K0.01%+3,102New
Jackson, Grant Investment Advisers, Inc.3,071$222.0K0.11%00.0%Unchanged
SeaCrest Wealth Management, LLC3,066$222.0K0.02%+3,066New
Jacobi Capital Management LLC3,056$221.0K0.03%+48+1.6%Added
Western Wealth Management, LLC3,067$221.0K0.02%+3,067New
Paragon Capital Management Ltd3,037$220.0K0.04%+3,037New
CRA Financial Services, LLC3,000$217.0K0.06%+3,000New
Ieq Capital, LLC2,982$216.0K0.00%−231−7.2%Reduced
Lake Street Financial LLC2,958$214.0K0.04%+2,958New
Security National Bank2,905$210.0K0.05%+2,905New
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
Cerity Partners LLC2,836$205.0K0.00%+2,836New
SevenBridge Financial Group, LLC2,819$204.0K0.06%+2,819New
Wesbanco Bank Inc2,783$202.0K0.01%−1,500−35.0%Reduced
Evergreen Capital Management LLC2,783$201.0K0.01%+2,783New
Syverson Strege & Co2,698$195.0K0.14%−805−23.0%Reduced
Bessemer Group Inc2,677$193.0K0.00%−57−2.1%Reduced
Optimum Investment Advisors2,550$184.0K0.07%00.0%Unchanged
Meeder Asset Management Inc2,527$183.0K0.02%+336+15.3%Added
Cullen/Frost Bankers, Inc.2,510$182.0K0.00%00.0%Unchanged
Whittier Trust Co2,500$181.0K0.00%+2,500New
TSFG, LLC2,479$179.0K0.06%00.0%Unchanged
Harvest Fund Management Co., Ltd2,364$170.0K0.03%+1,823+337.0%Added
Longfellow Investment Management Co LLC2,289$166.0K0.03%00.0%Unchanged
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
Commons Capital, LLC2,153$156.0K0.15%+2,153New
Snowden Capital Advisors LLC2,051$148.0K0.01%+2,051New
Stonebridge Capital Advisors LLC2,022$146.0K0.02%00.0%Unchanged
Belpointe Asset Management LLC1,905$138.0K0.01%00.0%Unchanged
Gladius Capital Management LP1,897$138.0K0.05%+1,897New
Huntington National Bank1,868$135.0K0.00%+416+28.7%Added
Neo Ivy Capital Management1,793$130.0K0.19%+1,793New
Sentry Investment Management LLC1,754$127.0K0.03%00.0%Unchanged
NEXT Financial Group, Inc1,754$127.0K0.01%+192+12.3%Added
West Financial Advisors, LLC1,688$122.0K0.03%00.0%Unchanged
Koshinski Asset Management, Inc.1,661$120.1K0.01%+9+0.5%Added
AdvisorNet Financial, Inc1,578$114.0K0.01%+201+14.6%Added
Federation des caisses Desjardins du Quebec1,574$113.8K0.00%00.0%Unchanged
Federated Hermes, Inc.1,537$111.0K0.00%−32−2.0%Reduced
FinTrust Capital Advisors, LLC1,526$110.0K0.03%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,423$103.0K0.00%00.0%Unchanged
Laffer Tengler Investments1,392$100.7K0.03%00.0%Unchanged
TCTC Holdings, LLC1,380$100.0K0.00%00.0%Unchanged
Capital Analysts, LLC1,382$100.0K0.01%00.0%Unchanged
Accel Wealth Management1,365$99.0K0.05%−95−6.5%Reduced
Silvant Capital Management LLC1,297$94.0K0.02%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.1,300$94.0K0.01%00.0%Unchanged
Standard Family Office LLC1,300$94.0K0.83%00.0%Unchanged
TCI Wealth Advisors, Inc.1,259$91.0K0.01%+213+20.4%Added
Covington Capital Management1,244$90.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC1,243$90.0K0.01%+1,143+1,143.0%Added
Pinebridge Investments, L.P.1,230$89.0K0.00%−290−19.1%Reduced
Gemmer Asset Management LLC1,233$89.0K0.01%+694+128.8%Added
AIA Group Ltd1,221$88.0K0.00%+1,221New
JNBA Financial Advisors1,193$86.0K0.01%00.0%Unchanged
AlphaCentric Advisors LLC1,189$86.0K0.03%+1,189New
DuPont Capital Management Corp1,167$84.0K0.00%−45,693−97.5%Reduced
Harbour Investments, Inc.1,103$80.0K0.00%−6,545−85.6%Reduced
Cornerstone Advisory, LLC1,100$80.0K0.01%+1,100New
Carroll Financial Associates, Inc.1,084$79.0K0.00%−727−40.1%Reduced
Harbor Investment Advisory, LLC1,076$78.0K0.01%00.0%Unchanged
Sit Investment Associates Inc1,072$78.0K0.00%+1,072New
Central Trust Co1,068$77.0K0.00%+100+10.3%Added
Fieldpoint Private Securities, LLC1,010$73.0K0.01%−55−5.2%Reduced
Motco994$72.0K0.00%−515−34.1%Reduced