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, Q1 2022
Institutional positions in Principal Financial Group Inc as of Mar 31, 2022. 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
- 687
- +33 vs. Q4 2021
- Shares held
- 187.7M
- −8.78M (−4.5%) vs. Q4 2021
- Total value
- $13.8B
- −$442.4M (−3.1%) vs. Q4 2021
- New holders
- 89
- 234 more added
- Sold out
- 56
- 214 more reduced
10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 961 | $18.4B |
| Q1 2026 | 914 | $15.2B |
| Q4 2025 | 892 | $14.2B |
| Q3 2025 | 829 | $13.3B |
| Q2 2025 | 814 | $13.2B |
| Q1 2025 | 841 | $14.2B |
| Q4 2024 | 785 | $12.7B |
| Q3 2024 | 786 | $14.1B |
| Q2 2024 | 796 | $13.0B |
| Q1 2024 | 765 | $14.4B |
| Q4 2023 | 757 | $13.2B |
| Q3 2023 | 723 | $12.4B |
| Q2 2023 | 731 | $13.2B |
| Q1 2023 | 745 | $13.4B |
| Q4 2022 | 784 | $15.5B |
| Q3 2022 | 707 | $13.3B |
| Q2 2022 | 691 | $12.6B |
| Q1 2022 | 687 | $13.8B |
| Q4 2021 | 664 | $14.2B |
| Q3 2021 | 624 | $12.5B |
| Q2 2021 | 615 | $12.2B |
| Q1 2021 | 646 | $11.4B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $220 | 0.00% | – | – |
| Dark Forest Capital Management LP | 16 | $1.00K | 0.00% | −129−89.0% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 9 | $1.00K | 0.00% | −6−40.0% | Reduced |
| GoalVest Advisory LLC | 8 | $1.00K | 0.00% | +8 | New |
| Tucker Asset Management LLC | 18 | $1.32K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $1.40K | 0.00% | +19 | New |
| Lazard Asset Management LLC | 30 | $2.00K | 0.00% | −101−77.1% | Reduced |
| Evoke Wealth, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $2.00K | 0.00% | +13+81.3% | Added |
| GHP Investment Advisors, Inc. | 31 | $2.00K | 0.00% | +31 | New |
| Disciplined Investments, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Cambridge Trust Co | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $3.00K | 0.00% | −4−8.7% | Reduced |
| SOA Wealth Advisors, LLC. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Prospera Financial Services Inc | 38 | $3.00K | 0.00% | +38 | New |
| Cordant, Inc. | 45 | $3.00K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 41 | $3.01K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $3.23K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 53 | $4.00K | 0.00% | −54−50.5% | Reduced |
| PFG Private Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 78 | $6.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 94 | $7.00K | 0.00% | +94 | New |
| Clear Street Markets LLC | 99 | $7.00K | 0.00% | +99 | New |
| Ogorek Anthony Joseph | 117 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 108 | $8.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 116 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $9.00K | 0.00% | +14+12.3% | Added |
| Blue Bell Private Wealth Management, LLC | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 159 | $12.0K | 0.00% | +36+29.3% | Added |
| Loomis Sayles & Co L P | 166 | $12.0K | 0.00% | +166 | New |
| HM Payson & Co | 181 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 174 | $13.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 194 | $14.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 200 | $14.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 204 | $15.0K | 0.00% | −20−8.9% | Reduced |
| Rocky Mountain Advisers, LLC | 211 | $15.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 210 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 201 | $15.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 208 | $15.3K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 223 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 224 | $16.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $16.0K | 0.01% | +106+93.8% | Added |
| Zullo Investment Group, Inc. | 235 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 240 | $18.0K | 0.00% | −286−54.4% | Reduced |
| Institutional & Family Asset Management, LLC | 259 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 265 | $19.0K | 0.00% | +3+1.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 260 | $19.0K | 0.00% | +1+0.4% | Added |
| Rockbridge Investment Management, LCC | 258 | $19.1K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 268 | $20.0K | 0.00% | −28−9.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 270 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $20.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $21.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 296 | $21.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 297 | $21.8K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 302 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 309 | $22.0K | 0.02% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 304 | $22.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 293 | $22.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 295 | $22.0K | 0.00% | +2+0.7% | Added |
| Old Second National Bank of Aurora | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 305 | $22.0K | 0.01% | +305 | New |
| Schubert & Co | 310 | $23.0K | 0.03% | −4−1.3% | Reduced |
| HighMark Wealth Management LLC | 310 | $23.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 310 | $23.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 341 | $25.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 358 | $26.0K | 0.01% | +3+0.8% | Added |
| Toth Financial Advisory Corp | 350 | $26.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 368 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 364 | $27.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 379 | $28.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $28.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $29.0K | 0.02% | 00.0% | Unchanged |