Skip to main content

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.

Institutional holdersQ1 2022: 687 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 heldQ1 2022: $13.8B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2021.

Institutions holding PFG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Squarepoint Ops LLC0$00.00%−7,002−100.0%Sold out
Roosevelt Investment Group LLC0$00.00%−6,594−100.0%Sold out
TownSquare Capital, LLC0$00.00%−4,409−100.0%Sold out
Qtron Investments LLC0$00.00%−4,412−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−3,786−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−3,720−100.0%Sold out
FORA Capital, LLC0$00.00%−3,550−100.0%Sold out
Focus Financial Network, Inc.0$00.00%−3,539−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−3,056−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−2,893−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,895−100.0%Sold out
SevenBridge Financial Group, LLC0$00.00%−2,819−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−2,217−100.0%Sold out
Neo Ivy Capital Management0$00.00%−1,793−100.0%Sold out
Standard Family Office LLC0$00.00%−1,300−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−1,230−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−1,100−100.0%Sold out
Old North State Trust, LLC0$00.00%−922−100.0%Sold out
FSB Premier Wealth Management, Inc.0$00.00%−883−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−655−100.0%Sold out
Mystic Asset Management, Inc.0$00.00%−485−100.0%Sold out
Ford Financial Group, LLC0$00.00%−365−100.0%Sold out
Lake Point Wealth Management0$00.00%−335−100.0%Sold out
Optiver Holding B.V.0$00.00%−320−100.0%Sold out
Leverty Financial Group, LLC0$00.00%−247−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−227−100.0%Sold out
Horizon Financial Services, LLC0$00.00%−176−100.0%Sold out
Richwood Investment Advisors, LLC0$00.00%−162−100.0%Sold out
Delta Asset Management LLC0$00.00%−151−100.0%Sold out
Retirement Planning Co of New England, Inc.0$00.00%−165−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−145−100.0%Sold out
Spire Wealth Management0$00.00%−125−100.0%Sold out
Ahl Investment Management, Inc.0$00.00%−125−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−113−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−116−100.0%Sold out
Arlington Partners LLC0$00.00%−91−100.0%Sold out
Investmark Advisory Group LLC0$00.00%−100−100.0%Sold out
Signet Financial Management, LLC0$00.00%−50−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−35−100.0%Sold out
Lee Financial Co0$00.00%−30−100.0%Sold out
Concorde Financial Corp0$00.00%−33−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−8−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−10−100.0%Sold out
Andra AP-fonden––––Not filed
Pineno Levin & Ford Asset Management, Inc.––––Not filed
Legg Mason Asset Management (Japan) Co., Ltd.––––Not filed
Keeler & Nadler Financial Planning & Wealth Management––––Not filed
NEXT Financial Group, Inc––––Not filed
AlphaCentric Advisors LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Carroll Financial Associates, Inc.––––Not filed
Reilly Financial Advisors, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed