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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 396 | $29.0K | 0.02% | +396 | New |
| WR Wealth Planners, LLC | 397 | $29.1K | 0.02% | +397 | New |
| Alpha Paradigm Partners, LLC | 422 | $31.0K | 0.01% | +422 | New |
| Pittenger & Anderson Inc | 442 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 449 | $32.0K | 0.01% | +2+0.4% | Added |
| MCF Advisors LLC | 434 | $32.0K | 0.00% | +434 | New |
| Assetmark, Inc | 450 | $33.0K | 0.00% | +18+4.2% | Added |
| O'Dell Group, LLC | 464 | $34.0K | 0.01% | +7+1.5% | Added |
| TD Private Client Wealth LLC | 486 | $35.7K | 0.00% | +25+5.4% | Added |
| WFA Asset Management Corp | 488 | $35.8K | 0.02% | +487+48,700.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 486 | $36.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 484 | $36.0K | 0.00% | +5+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 484 | $36.0K | 0.01% | +148+44.0% | Added |
| Global Financial Private Client, LLC | 500 | $36.9K | 0.02% | +500 | New |
| Anchor Investment Management, LLC | 514 | $37.7K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 520 | $38.0K | 0.01% | −18−3.3% | Reduced |
| Clearview Wealth Advisors LLC | 513 | $38.0K | 0.02% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $40.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 554 | $41.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 560 | $41.0K | 0.02% | +23+4.3% | Added |
| McClarren Financial Advisors, Inc. | 572 | $42.0K | 0.03% | +4+0.7% | Added |
| Parkside Financial Bank & Trust | 563 | $42.0K | 0.01% | +135+31.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 583 | $43.0K | 0.00% | −10,637−94.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 583 | $43.0K | 0.03% | +583 | New |
| Denali Advisors LLC | 600 | $44.0K | 0.02% | −2,700−81.8% | Reduced |
| Ahrens Investment Partners LLC | 600 | $44.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 594 | $44.0K | 0.01% | +34+6.1% | Added |
| First Command Financial Services, Inc. | 628 | $46.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 628 | $46.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 653 | $47.9K | 0.02% | +18+2.8% | Added |
| Clean Yield Group | 659 | $48.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 656 | $48.0K | 0.03% | +5+0.8% | Added |
| Riggs Asset Managment Co. Inc. | 665 | $49.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 685 | $50.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 678 | $50.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 676 | $50.0K | 0.03% | +676 | New |
| Quent Capital, LLC | 705 | $52.0K | 0.01% | +1+0.1% | Added |
| First Horizon Advisors, Inc. | 713 | $52.0K | 0.00% | +98+15.9% | Added |
| Trustcore Financial Services, LLC | 717 | $53.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 723 | $53.1K | 0.00% | +74+11.4% | Added |
| Stephens Consulting, LLC | 725 | $53.2K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 750 | $55.0K | 0.01% | +170+29.3% | Added |
| Paladin Advisory Group, LLC | 783 | $57.0K | 0.05% | +783 | New |
| Fieldpoint Private Securities, LLC | 794 | $58.0K | 0.01% | −216−21.4% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 806 | $59.0K | 0.02% | −2−0.2% | Reduced |
| Desjardins Global Asset Management Inc. | 842 | $61.0K | 0.01% | −52−5.8% | Reduced |
| Level Financial Advisors, Inc. | 867 | $64.0K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 885 | $65.0K | 0.01% | +56+6.8% | Added |
| Johnson Financial Group, Inc. | 904 | $66.0K | 0.00% | +565+166.7% | Added |
| DuPont Capital Management Corp | 952 | $70.0K | 0.00% | −215−18.4% | Reduced |
| First Financial Corp | 955 | $70.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $70.0K | 0.02% | 00.0% | Unchanged |
| Motco | 994 | $73.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 996 | $73.0K | 0.01% | +36+3.8% | Added |
| MBM Wealth Consultants, LLC | 990 | $73.0K | 0.03% | +280+39.4% | Added |
| Sit Investment Associates Inc | 1,072 | $79.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,076 | $79.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,152 | $85.0K | 0.00% | −271−19.0% | Reduced |
| JNBA Financial Advisors | 1,193 | $88.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,216 | $89.0K | 0.00% | +1,216 | New |
| Gemmer Asset Management LLC | 1,233 | $90.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 1,244 | $91.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,233 | $91.0K | 0.00% | +1,233 | New |
| TCI Wealth Advisors, Inc. | 1,259 | $93.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,300 | $95.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,309 | $96.0K | 0.01% | +66+5.3% | Added |
| TCTC Holdings, LLC | 1,380 | $101.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $101.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,366 | $101.0K | 0.05% | +1+0.1% | Added |
| Laffer Tengler Investments | 1,392 | $102.2K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,402 | $103.0K | 0.01% | +1,402 | New |
| Central Trust Co | 1,468 | $108.0K | 0.00% | +400+37.5% | Added |
| Federated Hermes, Inc. | 1,480 | $109.0K | 0.00% | −57−3.7% | Reduced |
| Sentry Investment Management LLC | 1,501 | $110.0K | 0.04% | −253−14.4% | Reduced |
| Stonebridge Capital Advisors LLC | 1,570 | $115.0K | 0.01% | −452−22.4% | Reduced |
| FinTrust Capital Advisors, LLC | 1,656 | $121.0K | 0.03% | +130+8.5% | Added |
| Silvant Capital Management LLC | 1,747 | $128.0K | 0.02% | +450+34.7% | Added |
| AdvisorNet Financial, Inc | 1,763 | $129.0K | 0.01% | +185+11.7% | Added |
| West Financial Advisors, LLC | 1,813 | $133.0K | 0.03% | +125+7.4% | Added |
| Covestor Ltd | 1,816 | $133.0K | 0.09% | +836+85.3% | Added |
| Deseret Mutual Benefit Administrators | 1,839 | $135.0K | 0.03% | −375−16.9% | Reduced |
| Huntington National Bank | 1,858 | $137.0K | 0.00% | −10−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,021 | $148.4K | 0.00% | +447+28.4% | Added |
| Tompkins Financial Corp | 2,080 | $153.0K | 0.02% | +2,080 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,164 | $159.0K | 0.01% | +2,164 | New |
| Belpointe Asset Management LLC | 2,240 | $164.0K | 0.01% | +335+17.6% | Added |
| Gladius Capital Management LP | 2,265 | $167.0K | 0.06% | +368+19.4% | Added |
| AIA Group Ltd | 2,281 | $167.0K | 0.01% | +1,060+86.8% | Added |
| Bartlett & Co. Wealth Management LLC | 2,288 | $168.0K | 0.00% | +2,288 | New |
| Bartlett & Co. LLC | 2,288 | $168.0K | 0.00% | +2,288 | New |
| Longfellow Investment Management Co LLC | 2,289 | $169.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,350 | $173.0K | 0.07% | −200−7.8% | Reduced |
| Meeder Asset Management Inc | 2,359 | $173.0K | 0.01% | −168−6.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,364 | $173.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 2,479 | $182.0K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,510 | $184.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,577 | $189.0K | 0.01% | −635−19.8% | Reduced |
| Syverson Strege & Co | 2,701 | $198.0K | 0.22% | +3+0.1% | Added |
| Bessemer Group Inc | 2,722 | $200.0K | 0.00% | +45+1.7% | Added |
| Blueshift Asset Management, LLC | 2,764 | $203.0K | 0.02% | +2,764 | New |