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 |
|---|---|---|---|---|---|
| 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 |
| Advisor Partners LLC | 12,083 | $887.0K | 0.06% | −1,203−9.1% | Reduced |
| DCM Advisors, LLC | 11,865 | $871.0K | 0.31% | +3,796+47.0% | Added |
| XTX Topco Ltd | 11,740 | $862.0K | 0.38% | +11,740 | New |
| Intrua Financial, LLC | 11,732 | $861.0K | 0.15% | +11,732 | New |
| United Capital Financial Advisers, LLC | 11,652 | $855.0K | 0.00% | −2,939−20.1% | Reduced |
| Plimoth Trust Co LLC | 11,588 | $851.0K | 0.23% | −2,795−19.4% | Reduced |
| Miramar Capital, LLC | 11,575 | $850.0K | 0.23% | +11,575 | New |
| JustInvest LLC | 11,417 | $838.0K | 0.04% | −3,164−21.7% | Reduced |
| M&T Bank Corp | 11,366 | $835.0K | 0.00% | −1,666−12.8% | Reduced |
| Everence Capital Management Inc | 11,170 | $820.0K | 0.06% | 00.0% | Unchanged |
| McDonald Partners LLC | 11,118 | $816.0K | 0.18% | +11,118 | New |
| Winton Group Ltd | 11,030 | $810.0K | 0.04% | +2,899+35.7% | Added |
| Thrivent Financial for Lutherans | 10,710 | $786.0K | 0.00% | −122−1.1% | Reduced |
| Holderness Investments Co | 10,490 | $770.0K | 0.26% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,480 | $769.0K | 0.01% | −1,092−9.4% | Reduced |
| Ausdal Financial Partners, Inc. | 10,423 | $765.0K | 0.10% | 00.0% | Unchanged |
| Ossiam | 10,228 | $751.0K | 0.02% | +9,911+3,126.5% | Added |
| Colony Group LLC | 10,208 | $749.0K | 0.01% | +261+2.6% | Added |
| Martin Capital Partners, LLC | 10,176 | $747.0K | 0.34% | +611+6.4% | Added |
| Steward Partners Investment Advisory, LLC | 10,125 | $743.0K | 0.01% | +9+0.1% | Added |
| Norinchukin Bank, The | 9,928 | $729.0K | 0.01% | +1,728+21.1% | Added |
| Venture Visionary Partners LLC | 9,854 | $723.0K | 0.05% | +296+3.1% | 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 |
| Seeyond | 9,470 | $695.0K | 0.07% | +1,698+21.8% | Added |
| 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 |
| Sunbelt Securities, Inc. | 9,185 | $685.0K | 0.13% | −15,362−62.6% | Reduced |
| Sageworth Trust Co of South Dakota | 9,275 | $681.0K | 1.27% | −1,412−13.2% | Reduced |
| Impax Asset Management Group plc | 9,181 | $674.0K | 0.00% | +9+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $664.0K | 0.04% | 00.0% | Unchanged |
| Chicago Trust Co NA | 9,000 | $661.0K | 0.14% | 00.0% | Unchanged |
| Umb Bank N A | 8,964 | $658.0K | 0.01% | −280−3.0% | Reduced |
| Savant Capital, LLC | 8,788 | $645.0K | 0.02% | +206+2.4% | Added |
| Cresset Asset Management, LLC | 8,616 | $633.0K | 0.01% | −286−3.2% | Reduced |
| Allstate Corp | 8,555 | $628.0K | 0.02% | −20,456−70.5% | Reduced |
| Seven Eight Capital, LP | 8,541 | $627.0K | 0.08% | +8,541 | New |
| Gilbert & Cook, Inc. | 8,499 | $624.0K | 0.10% | +1,217+16.7% | Added |
| Kinneret Advisory, LLC | 8,377 | $615.0K | 0.07% | +187+2.3% | Added |
| Ontario Teachers Pension Plan Board | 8,356 | $613.0K | 0.01% | −2,856−25.5% | Reduced |
| Wetherby Asset Management Inc | 8,332 | $612.0K | 0.04% | −34−0.4% | Reduced |
| Carret Asset Management, LLC | 8,316 | $610.0K | 0.07% | −133−1.6% | Reduced |
| Paloma Partners Management Co | 8,300 | $609.0K | 0.05% | +8,300 | New |
| Basepoint Wealth LLC | 8,216 | $603.1K | 0.56% | +20.0% | Added |
| Sompo Asset Management Co., Ltd. | 7,880 | $578.0K | 0.13% | −3,810−32.6% | Reduced |
| Wolff Financial Management LLC | 7,815 | $574.0K | 0.23% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,369 | $541.0K | 0.03% | −590−7.4% | Reduced |
| Banque Cantonale Vaudoise | 7,355 | $540.0K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 7,200 | $536.8K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 7,250 | $532.0K | 0.06% | +3,000+70.6% | Added |
| Proequities, Inc. | 7,181 | $527.0K | 0.04% | +6,924+2,694.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,171 | $526.0K | 0.05% | +647+9.9% | Added |
| Corient Capital Partners, LLC | 7,139 | $524.0K | 0.03% | +1,618+29.3% | Added |
| 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 |
| Jmac Enterprises LLC | 6,800 | $499.0K | 0.12% | 00.0% | Unchanged |
| LMR Partners LLP | 6,792 | $499.0K | 0.01% | +6,792 | New |
| Greenleaf Trust | 6,773 | $497.0K | 0.01% | −174−2.5% | Reduced |
| Forum Financial Management, LP | 6,687 | $490.0K | 0.02% | −202−2.9% | Reduced |
| Fifth Third Bancorp | 6,625 | $486.0K | 0.00% | +626+10.4% | Added |
| Johnson Investment Counsel Inc | 6,600 | $485.0K | 0.01% | +1,170+21.5% | Added |
| City State Bank | 6,591 | $484.0K | 0.29% | −2,248−25.4% | Reduced |
| Csenge Advisory Group | 6,520 | $479.0K | 0.04% | +6,520 | New |
| 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 |
| Nicolet Bankshares Inc | 6,443 | $473.0K | 0.10% | −208−3.1% | Reduced |
| 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 |
| RSM US Wealth Management LLC | 6,176 | $453.0K | 0.02% | +10.0% | Added |
| Western Wealth Management, LLC | 6,136 | $450.0K | 0.02% | +3,069+100.1% | Added |
| Arete Wealth Advisors, LLC | 5,954 | $437.0K | 0.04% | +726+13.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,848 | $433.0K | 0.01% | −322−5.2% | Reduced |
| Cookson Peirce & Co Inc | 5,720 | $420.0K | 0.02% | +1,320+30.0% | Added |
| Capital Investment Advisors, LLC | 5,711 | $419.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 5,661 | $415.0K | 0.01% | +5,661 | New |
| 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 |
| Waldron Private Wealth LLC | 5,592 | $410.0K | 0.02% | +97+1.8% | Added |
| Geneos Wealth Management Inc. | 5,580 | $409.0K | 0.02% | −456−7.6% | Reduced |
| IndexIQ Advisors LLC | 5,542 | $407.0K | 0.01% | −70−1.2% | Reduced |
| Independent Advisor Alliance | 5,521 | $405.0K | 0.02% | −4,868−46.9% | Reduced |
| JT Stratford LLC | 5,462 | $401.0K | 0.12% | −952−14.8% | Reduced |
| Synovus Financial Corp | 5,439 | $396.0K | 0.00% | −166−3.0% | Reduced |
| CWA Asset Management Group, LLC | 5,335 | $392.0K | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5,247 | $391.0K | 0.00% | −406−7.2% | Reduced |
| Contravisory Investment Management, Inc. | 5,328 | $391.0K | 0.11% | +5,328 | New |
| Mercer Global Advisors Inc | 5,305 | $389.0K | 0.00% | −35−0.7% | Reduced |
| Benin Management CORP | 5,300 | $389.0K | 0.12% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,292 | $388.0K | 0.00% | +2,089+65.2% | Added |
| Wedbush Securities Inc | 5,278 | $387.0K | 0.02% | +3+0.1% | Added |
| Sunflower Bank, N.A. | 5,132 | $377.0K | 0.05% | −87−1.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,112 | $375.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,082 | $373.0K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,037 | $370.0K | 0.01% | +1,501+42.4% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 5,000 | $367.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,988 | $366.0K | 0.01% | +4,988 | New |
| Empirical Finance, LLC | 4,862 | $357.0K | 0.04% | +504+11.6% | Added |
| Sound View Wealth Advisors Group, LLC | 4,848 | $356.0K | 0.07% | +4,848 | New |