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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
Smithfield Trust Co190$14.0K0.00%00.0%Unchanged
HM Payson & Co181$13.0K0.00%−26−12.6%Reduced
Gibson Wealth Advisors LLC174$13.0K0.01%+174New
Horizon Financial Services, LLC176$12.7K0.01%−28−13.7%Reduced
Peregrine Capital Management LLC160$12.0K0.00%00.0%Unchanged
Richwood Investment Advisors, LLC162$12.0K0.01%+162New
Delta Asset Management LLC151$11.0K0.00%00.0%Unchanged
Retirement Planning Co of New England, Inc.165$11.0K0.01%+165New
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
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
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
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
Carmichael Hill & Associates, Inc.87$6.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$6.00K0.01%00.0%Unchanged
McIlrath & Eck, LLC71$5.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC56$4.00K0.00%00.0%Unchanged
Signet Financial Management, LLC50$4.00K0.00%+50New
Archer Investment Corp44$3.18K0.00%+44New
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
Raffa Wealth Management, LLC41$2.97K0.00%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
Tucker Asset Management LLC18$1.30K0.00%00.0%Unchanged
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
WestEnd Advisors, LLC3$2160.00%––
WFA Asset Management Corp1$650.00%+1New
JJJ Advisors Inc.4$00.00%−40−90.9%Reduced
Addison Advisors LLC4$00.00%+4New
Nomura Holdings Inc0$00.00%−364,366−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−323,240−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−234,300−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−221,150−100.0%Sold out
AMF Pensionsforsakring AB0$00.00%−188,839−100.0%Sold out
Putnam Investments LLC0$00.00%−172,046−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−93,244−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−86,841−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−54,618−100.0%Sold out
Crestline Management, LP0$00.00%−42,604−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−42,529−100.0%Sold out
AQR Capital Management LLC0$00.00%−32,115−100.0%Sold out
Twin Tree Management, LP0$00.00%−28,936−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−28,818−100.0%Sold out
HRT Financial LP0$00.00%−26,720−100.0%Sold out
Paloma Partners Management Co0$00.00%−23,711−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−22,109−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−20,796−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−18,960−100.0%Sold out
Seven Eight Capital, LP0$00.00%−18,310−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−16,858−100.0%Sold out
Ergoteles LLC0$00.00%−14,370−100.0%Sold out
McDonald Partners LLC0$00.00%−11,126−100.0%Sold out
United Services Automobile Association0$00.00%−10,204−100.0%Sold out
Shelton Capital Management0$00.00%−7,776−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−7,763−100.0%Sold out
Teza Capital Management LLC0$00.00%−7,663−100.0%Sold out
Simplex Trading, LLC0$00.00%−7,673−100.0%Sold out
Wolverine Trading, LLC0$00.00%−6,442−100.0%Sold out
KMG Fiduciary Partners, LLC0$00.00%−6,179−100.0%Sold out
Mma Asset Management LLC0$00.00%−3,837−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,560−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−3,392−100.0%Sold out
ACG Wealth0$00.00%−3,122−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−2,150−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−1,983−100.0%Sold out