Skip to main content
Livermore
Livermore
ZHEN

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
Coldstream Capital Management Inc4,798$352.0K0.01%−709−12.9%Reduced
Latitude Advisors, LLC4,766$350.0K0.08%+4,766New
Concord Wealth Partners4,751$349.0K0.09%+145+3.1%Added
Farmers & Merchants Investments Inc4,715$346.0K0.01%−240−4.8%Reduced
Nomura Holdings Inc4,635$342.0K0.00%+4,635New
Continuum Advisory, LLC5,021$342.0K0.06%+5,021New
Laurion Capital Management LP4,600$338.0K0.01%+4,600New
Advisory Services Network, LLC4,578$336.0K0.01%+75+1.7%Added
Cetera Advisors LLC4,545$334.0K0.01%+193+4.4%Added
Eads & Heald Wealth Management4,531$333.0K0.15%00.0%Unchanged
HRT Financial LP4,514$331.0K0.00%+4,514New
Marshall Financial Group LLC4,465$328.0K0.13%00.0%Unchanged
Cigna Investments Inc4,409$323.0K0.04%−1,311−22.9%Reduced
Lake Street Financial LLC4,396$323.0K0.06%+1,438+48.6%Added
Archford Capital Strategies, LLC4,289$319.0K0.07%+401+10.3%Added
Centennial Wealth Advisory LLC4,277$314.0K0.17%+609+16.6%Added
Legacy Financial Advisors, Inc.4,266$313.0K0.07%−275−6.1%Reduced
Vestcor Inc4,195$308.0K0.01%−11,118−72.6%Reduced
IBM Retirement Fund4,185$307.0K0.04%−239−5.4%Reduced
Johnson Midwest Financial, LLC4,172$306.0K0.43%+8+0.2%Added
TCWP LLC4,159$305.0K0.06%+752+22.1%Added
Y-Intercept (Hong Kong) Ltd4,139$304.0K0.07%−4,354−51.3%Reduced
Rockefeller Capital Management L.P.4,131$303.0K0.00%+3,990+2,829.8%Added
Jefferies Group LLC4,097$300.8K0.01%+4,097New
Cornerstone Advisors Asset Management, LLC4,091$300.3K0.21%00.0%Unchanged
Cypress Capital Group4,231$296.0K0.04%+4,231New
Inlet Private Wealth, LLC4,018$295.0K0.07%+9+0.2%Added
Metis Global Partners, LLC4,014$295.0K0.04%+4,014New
Vestmark Advisory Solutions, Inc.4,006$294.0K0.02%00.0%Unchanged
Rappaport Reiches Capital Management, LLC4,000$293.6K0.16%+4,000New
Barings LLC3,980$292.0K0.01%−5,554−58.3%Reduced
Clarius Group, LLC4,040$292.0K0.02%00.0%Unchanged
Renaissance Group LLC3,971$292.0K0.01%00.0%Unchanged
LeJeune Puetz Investment Counsel LLC3,925$288.0K0.10%00.0%Unchanged
Legacy Bridge, LLC3,895$286.0K0.17%−675−14.8%Reduced
Zeke Capital Advisors, LLC3,899$286.0K0.01%+3,899New
9258 Wealth Management, LLC3,865$284.0K0.07%00.0%Unchanged
CAPROCK Group, Inc.3,813$280.0K0.03%+109+2.9%Added
KC Investment Advisors, LLC3,790$278.0K0.19%+3,790New
Signaturefd, LLC3,777$277.0K0.01%+69+1.9%Added
Iron Horse Wealth Management, LLC3,754$276.0K0.15%+100+2.7%Added
Blair William & Co3,762$276.0K0.00%+123+3.4%Added
Tokio Marine Asset Management Co Ltd3,728$274.0K0.02%+78+2.1%Added
Stratos Wealth Partners, LTD.3,694$271.0K0.01%+457+14.1%Added
MML Investors Services, LLC3,615$265.0K0.00%+261+7.8%Added
Apollon Wealth Management, LLC3,593$264.0K0.02%+3,593New
Ieq Capital, LLC3,578$263.0K0.01%+596+20.0%Added
Dynamic Advisor Solutions LLC3,555$261.0K0.02%−122−3.3%Reduced
ETF Managers Group, LLC3,494$261.0K0.01%+3,494New
Duality Advisers, LP3,550$261.0K0.03%+3,550New
SeaCrest Wealth Management, LLC3,532$259.0K0.03%+466+15.2%Added
Commons Capital, LLC3,519$258.0K0.28%+1,366+63.4%Added
ASB Consultores, LLC3,396$249.0K0.11%−524−13.4%Reduced
Profund Advisors LLC3,303$242.0K0.01%−101−3.0%Reduced
Mma Asset Management LLC3,482$241.0K0.19%+3,482New
Ameritas Investment Partners, Inc.3,232$237.0K0.01%00.0%Unchanged
Northwest Wealth Management, LLC3,200$235.0K0.12%+3,200New
Keybank National Association3,181$234.0K0.00%+16+0.5%Added
Foundations Investment Advisors, LLC3,149$233.0K0.01%00.0%Unchanged
Sigma Planning Corp3,150$231.0K0.01%+6+0.2%Added
Snowden Capital Advisors LLC3,157$231.0K0.01%+1,106+53.9%Added
Kinloch Capital, LLC3,130$230.0K0.14%00.0%Unchanged
Paragon Capital Management Ltd3,138$230.0K0.04%+101+3.3%Added
Summit X, LLC3,088$228.0K0.06%+3,088New
Jackson, Grant Investment Advisers, Inc.3,071$225.0K0.09%00.0%Unchanged
Eudaimonia Partners, LLC3,064$225.0K0.04%+3,064New
Brown Advisory Inc3,038$223.0K0.00%−455−13.0%Reduced
Pitcairn Co3,039$223.0K0.02%−63−2.0%Reduced
Wesbanco Bank Inc3,047$223.0K0.01%+264+9.5%Added
Whittier Trust Co3,037$223.0K0.00%+537+21.5%Added
Horizon Investments, LLC3,023$222.0K0.01%+3,023New
Redhawk Wealth Advisors, Inc.3,000$220.0K0.06%−129−4.1%Reduced
CRA Financial Services, LLC3,000$220.0K0.07%00.0%Unchanged
Security National Bank of So Dak3,000$220.0K0.15%+3,000New
Avantax Advisory Services, Inc.2,998$220.0K0.00%+2,998New
Glassy Mountain Advisors, Inc.3,000$220.0K0.11%+3,000New
Checchi Capital Advisers, LLC2,982$219.0K0.02%+2,982New
Cerity Partners LLC2,956$218.0K0.00%+120+4.2%Added
Security National Bank2,905$213.0K0.05%00.0%Unchanged
Quadrant Capital Group LLC2,895$213.0K0.03%00.0%Unchanged
Parallel Advisors, LLC2,766$206.0K0.01%−379−12.1%Reduced
Brighton Jones LLC2,803$206.0K0.01%+2,803New
J.W. Cole Advisors, Inc.2,804$206.0K0.01%+2,804New
Evergreen Capital Management LLC2,790$205.0K0.01%+7+0.3%Added
AQR Capital Management LLC2,786$205.0K0.00%+2,786New
Koshinski Asset Management, Inc.2,767$203.1K0.02%+1,106+66.6%Added
Blueshift Asset Management, LLC2,764$203.0K0.02%+2,764New
Bessemer Group Inc2,722$200.0K0.00%+45+1.7%Added
Syverson Strege & Co2,701$198.0K0.22%+3+0.1%Added
Sageworth Trust Co2,577$189.0K0.01%−635−19.8%Reduced
Cullen/Frost Bankers, Inc.2,510$184.0K0.00%00.0%Unchanged
TSFG, LLC2,479$182.0K0.07%00.0%Unchanged
Optimum Investment Advisors2,350$173.0K0.07%−200−7.8%Reduced
Meeder Asset Management Inc2,359$173.0K0.01%−168−6.6%Reduced
Harvest Fund Management Co., Ltd2,364$173.0K0.04%00.0%Unchanged
Longfellow Investment Management Co LLC2,289$169.0K0.03%00.0%Unchanged
Bartlett & Co. LLC2,288$168.0K0.00%+2,288New
Bartlett & Co. Wealth Management LLC2,288$168.0K0.00%+2,288New
Gladius Capital Management LP2,265$167.0K0.06%+368+19.4%Added
AIA Group Ltd2,281$167.0K0.01%+1,060+86.8%Added