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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
Bartlett & Co. LLC0$00.00%−1,924−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−1,924−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−1,766−100.0%Sold out
Brewin Dolphin Ltd0$00.00%−1,574−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−1,385−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−1,090−100.0%Sold out
CX Institutional0$00.00%−902−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−903−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−700−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−711−100.0%Sold out
TD Ameritrade Investment Management, LLC0$00.00%−835−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−536−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−425−100.0%Sold out
MCF Advisors LLC0$00.00%−394−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−317−100.0%Sold out
Joseph P. Lucia & Associates, LLC0$00.00%−305−100.0%Sold out
Glen Eagle Advisors, LLC0$00.00%−270−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−250−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−234−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−200−100.0%Sold out
West Paces Advisors Inc.0$00.00%−120−100.0%Sold out
Cutler Group LP0$00.00%−123−100.0%Sold out
Ironwood Financial, llc0$00.00%−100−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−91−100.0%Sold out
Resolute Partners Group0$00.00%−51−100.0%Sold out
Baystate Wealth Management LLC0$00.00%−11−100.0%Sold out
Covenant Multifamily Offices, LLC––––Not filed
World Asset Management Inc––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
HighPoint Advisor Group LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed
First Mercantile Trust Co––––Not filed
BBVA USA––––Not filed
Sonora Investment Management, LLC––––Not filed
Security National Trust Co––––Not filed