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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.

Q1 2022 vs. Q4 2021

How the institutions holding Principal Financial Group Inc changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of PFG: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders66410687+33
Shares196.6M166.1K187.7M−8.78M (−4.5%)
Value$14.2B$12.0M$13.8B−$442.4M (−3.1%)

10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Principal Financial Group Inc at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to PFG in Q1 2022
InstitutionSharesValue% of portfolio
Schonfeld Strategic Advisors LLC273,900$20.1M0.22%
Gillson Capital LP256,861$18.9M1.51%
Susquehanna Fundamental Investments, LLC146,738$10.8M0.21%
Churchill Management Corp91,155$6.69M0.12%
Occudo Quantitative Strategies LP71,002$5.21M0.44%
ExodusPoint Capital Management, LP64,207$4.71M0.07%
Amalgamated Financial Corp.63,301$4.65M0.04%
Tudor Investment Corp Et Al63,284$4.65M0.12%
Dakota Wealth Management35,120$2.58M0.21%
Global Retirement Partners, LLC28,991$2.04M0.16%
1832 Asset Management L.P.25,036$1.81M0.00%
Achmea Investment Management B.V.20,796$1.53M0.04%
Ergoteles LLC19,048$1.40M0.05%
CIBC World Markets Inc.18,325$1.34M0.00%
Ascent Group, LLC16,800$1.23M0.14%
Paradigm Financial Partners, LLC15,735$1.16M0.26%
Eqis Capital Management, Inc.14,615$1.07M0.10%
Park Avenue Securities LLC14,008$1.03M0.02%
Glaxis Capital Management, LLC13,650$1.00M1.42%
XTX Topco Ltd11,740$862.0K0.38%
Intrua Financial, LLC11,732$861.0K0.15%
Miramar Capital, LLC11,575$850.0K0.23%
McDonald Partners LLC11,118$816.0K0.18%
Aaron Wealth Advisors52,047$709.0K0.01%
Seven Eight Capital, LP8,541$627.0K0.08%
Paloma Partners Management Co8,300$609.0K0.05%
Prudential PLC6,953$510.0K0.01%
LMR Partners LLP6,792$499.0K0.01%
Csenge Advisory Group6,520$479.0K0.04%
Natixis Investment Managers International5,661$415.0K0.01%
Contravisory Investment Management, Inc.5,328$391.0K0.11%
Walleye Capital LLC4,988$366.0K0.01%
Sound View Wealth Advisors Group, LLC4,848$356.0K0.07%
Latitude Advisors, LLC4,766$350.0K0.08%
Nomura Holdings Inc4,635$342.0K0.00%
Continuum Advisory, LLC5,021$342.0K0.06%
Laurion Capital Management LP4,600$338.0K0.01%
HRT Financial LP4,514$331.0K0.00%
Jefferies Group LLC4,097$300.8K0.01%
Cypress Capital Group4,231$296.0K0.04%
Metis Global Partners, LLC4,014$295.0K0.04%
Rappaport Reiches Capital Management, LLC4,000$293.6K0.16%
Zeke Capital Advisors, LLC3,899$286.0K0.01%
KC Investment Advisors, LLC3,790$278.0K0.19%
Apollon Wealth Management, LLC3,593$264.0K0.02%
ETF Managers Group, LLC3,494$261.0K0.01%
Duality Advisers, LP3,550$261.0K0.03%
Mma Asset Management LLC3,482$241.0K0.19%
Northwest Wealth Management, LLC3,200$235.0K0.12%
Summit X, LLC3,088$228.0K0.06%
Eudaimonia Partners, LLC3,064$225.0K0.04%
Horizon Investments, LLC3,023$222.0K0.01%
Security National Bank of So Dak3,000$220.0K0.15%
Avantax Advisory Services, Inc.2,998$220.0K0.00%
Glassy Mountain Advisors, Inc.3,000$220.0K0.11%
Checchi Capital Advisers, LLC2,982$219.0K0.02%
Brighton Jones LLC2,803$206.0K0.01%
J.W. Cole Advisors, Inc.2,804$206.0K0.01%
AQR Capital Management LLC2,786$205.0K0.00%
Blueshift Asset Management, LLC2,764$203.0K0.02%
Bartlett & Co. LLC2,288$168.0K0.00%
Bartlett & Co. Wealth Management LLC2,288$168.0K0.00%
BI Asset Management Fondsmaeglerselskab A/S2,164$159.0K0.01%
Tompkins Financial Corp2,080$153.0K0.02%
Hills Bank & Trust Co1,402$103.0K0.01%
Exchange Traded Concepts, LLC1,233$91.0K0.00%
Tobam1,216$89.0K0.00%
Paladin Advisory Group, LLC783$57.0K0.05%
Oliver Lagore Vanvalin Investment Group676$50.0K0.03%
Hazlett, Burt & Watson, Inc.583$43.0K0.03%
Global Financial Private Client, LLC500$36.9K0.02%
MCF Advisors LLC434$32.0K0.00%
Alpha Paradigm Partners, LLC422$31.0K0.01%
WR Wealth Planners, LLC397$29.1K0.02%
Riverview Trust Co396$29.0K0.02%
Joseph P. Lucia & Associates, LLC305$22.0K0.01%
Loomis Sayles & Co L P166$12.0K0.00%
Money Concepts Capital Corp94$7.00K0.00%
Clear Street Markets LLC99$7.00K0.00%
GW&K Investment Management, LLC44$3.00K0.00%
Prospera Financial Services Inc38$3.00K0.00%
Cordant, Inc.45$3.00K0.00%
GHP Investment Advisors, Inc.31$2.00K0.00%
Disciplined Investments, LLC29$2.00K0.00%
West Paces Advisors Inc.19$1.40K0.00%
GoalVest Advisory LLC8$1.00K0.00%
Asset Dedication, LLC6$00.00%
SJS Investment Consulting Inc.5$00.00%
Sofos Investments, Inc.73––

Sold out (56)

Institutions that held Principal Financial Group Inc at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of PFG in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Capstone Investment Advisors, LLC400,000$28.9M
Assenagon Asset Management S.A.86,286$6.24M
Interval Partners, LP51,961$3.76M
Artemis Investment Management LLP49,354$3.57M
Sciencast Management LP38,561$2.91M
Advisors Asset Management, Inc.36,597$2.65M
Dai-Ichi Life Insurance Company, Ltd32,252$2.33M
Capitolis Advisors LLC27,915$2.02M
Mork Capital Management, LLC20,500$1.48M
Aigen Investment Management, LP18,781$1.34M
Trilogy Capital Inc.16,180$1.17M
Premier Asset Management LLC14,160$1.02M
Community Capital Management, Inc.18,400$959.0K
Squarepoint Ops LLC7,002$506.0K
Roosevelt Investment Group LLC6,594$477.0K
TownSquare Capital, LLC4,409$319.0K
Qtron Investments LLC4,412$319.0K
Echo Street Capital Management LLC3,786$274.0K
Lombard Odier Asset Management (Switzerland) SA3,720$269.0K
FORA Capital, LLC3,550$257.0K
Focus Financial Network, Inc.3,539$256.0K
Jacobi Capital Management LLC3,056$221.0K
Gateway Investment Advisers LLC2,893$209.0K
Two Sigma Securities, LLC2,895$209.0K
SevenBridge Financial Group, LLC2,819$204.0K
Parallax Volatility Advisers, L.P.2,217$160.0K
Neo Ivy Capital Management1,793$130.0K
Standard Family Office LLC1,300$94.0K
Pinebridge Investments, L.P.1,230$89.0K
Cornerstone Advisory, LLC1,100$80.0K
Old North State Trust, LLC922$67.0K
FSB Premier Wealth Management, Inc.883$63.0K
CoreFirst Bank & Trust655$47.0K
Mystic Asset Management, Inc.485$35.0K
Ford Financial Group, LLC365$26.0K
Lake Point Wealth Management335$24.0K
Optiver Holding B.V.320$21.0K
Leverty Financial Group, LLC247$17.0K
Cassady Schiller Wealth Management, LLC227$16.0K
Horizon Financial Services, LLC176$12.7K
Richwood Investment Advisors, LLC162$12.0K
Delta Asset Management LLC151$11.0K
Retirement Planning Co of New England, Inc.165$11.0K
Confluence Wealth Services, Inc.145$10.0K
Spire Wealth Management125$9.00K
Ahl Investment Management, Inc.125$9.00K
Aspire Private Capital, LLC113$8.00K
Amplius Wealth Advisors, LLC116$8.00K
Arlington Partners LLC91$7.00K
Investmark Advisory Group LLC100$7.00K
Signet Financial Management, LLC50$4.00K
Hanson & Doremus Investment Management35$3.00K
Lee Financial Co30$2.00K
Concorde Financial Corp33$2.00K
Capital Advisors, Ltd. LLC8$1.00K
Morton Brown Family Wealth, LLC10$1.00K

Not filed for Q1 2022 yet (10)

Institutions that held Principal Financial Group Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden108,100$7.82M
Pineno Levin & Ford Asset Management, Inc.36,195$2.62M
Legg Mason Asset Management (Japan) Co., Ltd.10,701$774.0K
Keeler & Nadler Financial Planning & Wealth Management4,533$327.9K
NEXT Financial Group, Inc1,754$127.0K
AlphaCentric Advisors LLC1,189$86.0K
Harbour Investments, Inc.1,103$80.0K
Carroll Financial Associates, Inc.1,084$79.0K
Reilly Financial Advisors, LLC1,000$72.0K
Bell Investment Advisors, Inc454$33.0K