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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 2,240 | $164.0K | 0.01% | +335+17.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,164 | $159.0K | 0.01% | +2,164 | New |
| Tompkins Financial Corp | 2,080 | $153.0K | 0.02% | +2,080 | New |
| Federation des caisses Desjardins du Quebec | 2,021 | $148.4K | 0.00% | +447+28.4% | Added |
| Huntington National Bank | 1,858 | $137.0K | 0.00% | −10−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,839 | $135.0K | 0.03% | −375−16.9% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 1,763 | $129.0K | 0.01% | +185+11.7% | Added |
| Silvant Capital Management LLC | 1,747 | $128.0K | 0.02% | +450+34.7% | Added |
| FinTrust Capital Advisors, LLC | 1,656 | $121.0K | 0.03% | +130+8.5% | Added |
| Stonebridge Capital Advisors LLC | 1,570 | $115.0K | 0.01% | −452−22.4% | Reduced |
| Sentry Investment Management LLC | 1,501 | $110.0K | 0.04% | −253−14.4% | Reduced |
| Federated Hermes, Inc. | 1,480 | $109.0K | 0.00% | −57−3.7% | Reduced |
| Central Trust Co | 1,468 | $108.0K | 0.00% | +400+37.5% | Added |
| Hills Bank & Trust Co | 1,402 | $103.0K | 0.01% | +1,402 | New |
| Laffer Tengler Investments | 1,392 | $102.2K | 0.03% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 1,309 | $96.0K | 0.01% | +66+5.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,300 | $95.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,259 | $93.0K | 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 |
| Gemmer Asset Management LLC | 1,233 | $90.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,216 | $89.0K | 0.00% | +1,216 | New |
| JNBA Financial Advisors | 1,193 | $88.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,152 | $85.0K | 0.00% | −271−19.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Johnson Financial Group, Inc. | 904 | $66.0K | 0.00% | +565+166.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 885 | $65.0K | 0.01% | +56+6.8% | Added |
| Level Financial Advisors, Inc. | 867 | $64.0K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 842 | $61.0K | 0.01% | −52−5.8% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 806 | $59.0K | 0.02% | −2−0.2% | Reduced |
| Fieldpoint Private Securities, LLC | 794 | $58.0K | 0.01% | −216−21.4% | Reduced |
| Paladin Advisory Group, LLC | 783 | $57.0K | 0.05% | +783 | New |
| CVA Family Office, LLC | 750 | $55.0K | 0.01% | +170+29.3% | Added |
| Stephens Consulting, LLC | 725 | $53.2K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 723 | $53.1K | 0.00% | +74+11.4% | Added |
| Trustcore Financial Services, LLC | 717 | $53.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Riggs Asset Managment Co. Inc. | 665 | $49.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 653 | $47.9K | 0.02% | +18+2.8% | 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 |
| 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 |
| 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 |
| 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 |
| Private Ocean, LLC | 554 | $41.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 560 | $41.0K | 0.02% | +23+4.3% | Added |
| Stilwell Value LLC | 547 | $40.0K | 0.03% | 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 |
| Anchor Investment Management, LLC | 514 | $37.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $36.9K | 0.02% | +500 | New |
| 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 |
| WFA Asset Management Corp | 488 | $35.8K | 0.02% | +487+48,700.0% | Added |
| TD Private Client Wealth LLC | 486 | $35.7K | 0.00% | +25+5.4% | Added |
| O'Dell Group, LLC | 464 | $34.0K | 0.01% | +7+1.5% | Added |
| Assetmark, Inc | 450 | $33.0K | 0.00% | +18+4.2% | Added |
| 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 |
| Alpha Paradigm Partners, LLC | 422 | $31.0K | 0.01% | +422 | New |
| WR Wealth Planners, LLC | 397 | $29.1K | 0.02% | +397 | New |
| HHM Wealth Advisors, LLC | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $29.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $29.0K | 0.02% | +396 | New |
| Annapolis Financial Services, LLC | 379 | $28.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $28.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 368 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 364 | $27.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 358 | $26.0K | 0.01% | +3+0.8% | Added |
| Toth Financial Advisory Corp | 350 | $26.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 341 | $25.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 310 | $23.0K | 0.03% | −4−1.3% | Reduced |
| HighMark Wealth Management LLC | 310 | $23.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 310 | $23.0K | 0.03% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 302 | $22.0K | 0.00% | 00.0% | Unchanged |