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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 5,335 | $392.0K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,439 | $396.0K | 0.00% | −166−3.0% | Reduced |
| JT Stratford LLC | 5,462 | $401.0K | 0.12% | −952−14.8% | Reduced |
| Independent Advisor Alliance | 5,521 | $405.0K | 0.02% | −4,868−46.9% | Reduced |
| IndexIQ Advisors LLC | 5,542 | $407.0K | 0.01% | −70−1.2% | Reduced |
| Geneos Wealth Management Inc. | 5,580 | $409.0K | 0.02% | −456−7.6% | Reduced |
| Waldron Private Wealth LLC | 5,592 | $410.0K | 0.02% | +97+1.8% | Added |
| Hilltop Holdings Inc. | 5,598 | $411.0K | 0.05% | +172+3.2% | Added |
| Ellevest, Inc. | 5,592 | $411.0K | 0.03% | +678+13.8% | Added |
| Natixis Investment Managers International | 5,661 | $415.0K | 0.01% | +5,661 | New |
| Capital Investment Advisors, LLC | 5,711 | $419.0K | 0.01% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 5,720 | $420.0K | 0.02% | +1,320+30.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,848 | $433.0K | 0.01% | −322−5.2% | Reduced |
| Arete Wealth Advisors, LLC | 5,954 | $437.0K | 0.04% | +726+13.9% | Added |
| Western Wealth Management, LLC | 6,136 | $450.0K | 0.02% | +3,069+100.1% | Added |
| RSM US Wealth Management LLC | 6,176 | $453.0K | 0.02% | +10.0% | Added |
| Buckingham Strategic Wealth, LLC | 6,218 | $456.0K | 0.01% | +609+10.9% | Added |
| Allworth Financial LP | 6,223 | $456.0K | 0.01% | +1,870+43.0% | Added |
| Nicolet Bankshares Inc | 6,443 | $473.0K | 0.10% | −208−3.1% | Reduced |
| Regions Financial Corp | 6,464 | $475.0K | 0.00% | +29+0.5% | Added |
| Beacon Pointe Advisors, LLC | 6,472 | $475.0K | 0.01% | +2,735+73.2% | Added |
| Csenge Advisory Group | 6,520 | $479.0K | 0.04% | +6,520 | New |
| City State Bank | 6,591 | $484.0K | 0.29% | −2,248−25.4% | Reduced |
| Johnson Investment Counsel Inc | 6,600 | $485.0K | 0.01% | +1,170+21.5% | Added |
| Fifth Third Bancorp | 6,625 | $486.0K | 0.00% | +626+10.4% | Added |
| Forum Financial Management, LP | 6,687 | $490.0K | 0.02% | −202−2.9% | Reduced |
| Greenleaf Trust | 6,773 | $497.0K | 0.01% | −174−2.5% | Reduced |
| Jmac Enterprises LLC | 6,800 | $499.0K | 0.12% | 00.0% | Unchanged |
| LMR Partners LLP | 6,792 | $499.0K | 0.01% | +6,792 | New |
| Mokosak Advisory Group, LLC | 6,932 | $510.0K | 0.21% | +57+0.8% | Added |
| Prudential PLC | 6,953 | $510.0K | 0.01% | +6,953 | New |
| Corient Capital Partners, LLC | 7,139 | $524.0K | 0.03% | +1,618+29.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,171 | $526.0K | 0.05% | +647+9.9% | Added |
| Proequities, Inc. | 7,181 | $527.0K | 0.04% | +6,924+2,694.2% | Added |
| Palisade Asset Management, LLC | 7,250 | $532.0K | 0.06% | +3,000+70.6% | Added |
| Erste Asset Management GmbH | 7,200 | $536.8K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,355 | $540.0K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,369 | $541.0K | 0.03% | −590−7.4% | Reduced |
| Wolff Financial Management LLC | 7,815 | $574.0K | 0.23% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,880 | $578.0K | 0.13% | −3,810−32.6% | Reduced |
| Basepoint Wealth LLC | 8,216 | $603.1K | 0.56% | +20.0% | Added |
| Paloma Partners Management Co | 8,300 | $609.0K | 0.05% | +8,300 | New |
| Carret Asset Management, LLC | 8,316 | $610.0K | 0.07% | −133−1.6% | Reduced |
| Wetherby Asset Management Inc | 8,332 | $612.0K | 0.04% | −34−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 8,356 | $613.0K | 0.01% | −2,856−25.5% | Reduced |
| Kinneret Advisory, LLC | 8,377 | $615.0K | 0.07% | +187+2.3% | Added |
| Gilbert & Cook, Inc. | 8,499 | $624.0K | 0.10% | +1,217+16.7% | Added |
| Seven Eight Capital, LP | 8,541 | $627.0K | 0.08% | +8,541 | New |
| Allstate Corp | 8,555 | $628.0K | 0.02% | −20,456−70.5% | Reduced |
| Cresset Asset Management, LLC | 8,616 | $633.0K | 0.01% | −286−3.2% | Reduced |
| Savant Capital, LLC | 8,788 | $645.0K | 0.02% | +206+2.4% | Added |
| Umb Bank N A | 8,964 | $658.0K | 0.01% | −280−3.0% | Reduced |
| Chicago Trust Co NA | 9,000 | $661.0K | 0.14% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $664.0K | 0.04% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 9,181 | $674.0K | 0.00% | +9+0.1% | Added |
| Sageworth Trust Co of South Dakota | 9,275 | $681.0K | 1.27% | −1,412−13.2% | Reduced |
| Sunbelt Securities, Inc. | 9,185 | $685.0K | 0.13% | −15,362−62.6% | Reduced |
| First Hawaiian Bank | 9,443 | $693.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 9,445 | $693.0K | 0.00% | +1,669+21.5% | Added |
| Seeyond | 9,470 | $695.0K | 0.07% | +1,698+21.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,663 | $709.0K | 0.02% | −1,428−12.9% | Reduced |
| Aaron Wealth Advisors | 52,047 | $709.0K | 0.01% | +52,047 | New |
| Venture Visionary Partners LLC | 9,854 | $723.0K | 0.05% | +296+3.1% | Added |
| Norinchukin Bank, The | 9,928 | $729.0K | 0.01% | +1,728+21.1% | Added |
| Steward Partners Investment Advisory, LLC | 10,125 | $743.0K | 0.01% | +9+0.1% | Added |
| Martin Capital Partners, LLC | 10,176 | $747.0K | 0.34% | +611+6.4% | Added |
| Colony Group LLC | 10,208 | $749.0K | 0.01% | +261+2.6% | Added |
| Ossiam | 10,228 | $751.0K | 0.02% | +9,911+3,126.5% | Added |
| Ausdal Financial Partners, Inc. | 10,423 | $765.0K | 0.10% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,480 | $769.0K | 0.01% | −1,092−9.4% | Reduced |
| Holderness Investments Co | 10,490 | $770.0K | 0.26% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,710 | $786.0K | 0.00% | −122−1.1% | Reduced |
| Winton Group Ltd | 11,030 | $810.0K | 0.04% | +2,899+35.7% | Added |
| McDonald Partners LLC | 11,118 | $816.0K | 0.18% | +11,118 | New |
| Everence Capital Management Inc | 11,170 | $820.0K | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 11,366 | $835.0K | 0.00% | −1,666−12.8% | Reduced |
| JustInvest LLC | 11,417 | $838.0K | 0.04% | −3,164−21.7% | Reduced |
| Miramar Capital, LLC | 11,575 | $850.0K | 0.23% | +11,575 | New |
| Plimoth Trust Co LLC | 11,588 | $851.0K | 0.23% | −2,795−19.4% | Reduced |
| United Capital Financial Advisers, LLC | 11,652 | $855.0K | 0.00% | −2,939−20.1% | Reduced |
| Intrua Financial, LLC | 11,732 | $861.0K | 0.15% | +11,732 | New |
| XTX Topco Ltd | 11,740 | $862.0K | 0.38% | +11,740 | New |
| DCM Advisors, LLC | 11,865 | $871.0K | 0.31% | +3,796+47.0% | Added |
| Advisor Partners LLC | 12,083 | $887.0K | 0.06% | −1,203−9.1% | Reduced |
| Financial Advisory Service, Inc. | 12,155 | $892.0K | 0.08% | +3,606+42.2% | Added |
| CoreCap Advisors, LLC | 12,152 | $892.0K | 0.06% | +11,565+1,970.2% | Added |
| Adams Wealth Management | 12,293 | $902.0K | 0.30% | −655−5.1% | Reduced |
| West Bancorporation Inc | 12,487 | $917.0K | 0.57% | +11,815+1,758.2% | Added |
| Pinnacle Associates Ltd | 12,521 | $919.0K | 0.02% | −27,930−69.0% | Reduced |
| WBI Investments | 12,526 | $919.0K | 0.15% | −1,607−11.4% | Reduced |
| Illinois Municipal Retirement Fund | 12,686 | $931.0K | 0.03% | 00.0% | Unchanged |
| South Dakota Investment Council | 12,830 | $942.0K | 0.02% | −4,457−25.8% | Reduced |
| Cetera Advisor Networks LLC | 12,872 | $945.0K | 0.01% | +2,844+28.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,889 | $946.0K | 0.44% | −154−1.2% | Reduced |
| Glaxis Capital Management, LLC | 13,650 | $1.00M | 1.42% | +13,650 | New |
| SG Americas Securities, LLC | 13,685 | $1.00M | 0.01% | −202,274−93.7% | Reduced |
| Foster & Motley Inc | 13,723 | $1.01M | 0.08% | +2,310+20.2% | Added |
| Kestra Advisory Services, LLC | 13,831 | $1.01M | 0.01% | +1,057+8.3% | Added |
| TKG Advisors, LLC | 13,848 | $1.02M | 0.81% | +786+6.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,912 | $1.02M | 0.05% | −842−5.7% | Reduced |