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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 309 | $22.0K | 0.02% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 304 | $22.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 293 | $22.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 295 | $22.0K | 0.00% | +2+0.7% | Added |
| Old Second National Bank of Aurora | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 305 | $22.0K | 0.01% | +305 | New |
| Caldwell Trust Co | 297 | $21.8K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 296 | $21.7K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 268 | $20.0K | 0.00% | −28−9.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 270 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 258 | $19.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 259 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 265 | $19.0K | 0.00% | +3+1.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 260 | $19.0K | 0.00% | +1+0.4% | Added |
| Tarbox Family Office, Inc. | 240 | $18.0K | 0.00% | −286−54.4% | Reduced |
| Zullo Investment Group, Inc. | 235 | $17.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 223 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 224 | $16.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $16.0K | 0.01% | +106+93.8% | Added |
| Atlas Capital Advisors LLC | 208 | $15.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 204 | $15.0K | 0.00% | −20−8.9% | Reduced |
| Rocky Mountain Advisers, LLC | 211 | $15.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 210 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 201 | $15.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 200 | $14.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 194 | $14.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 181 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 174 | $13.0K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 159 | $12.0K | 0.00% | +36+29.3% | Added |
| Loomis Sayles & Co L P | 166 | $12.0K | 0.00% | +166 | New |
| Blue Bell Private Wealth Management, LLC | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 116 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $9.00K | 0.00% | +14+12.3% | Added |
| Ogorek Anthony Joseph | 117 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 108 | $8.00K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 94 | $7.00K | 0.00% | +94 | New |
| Clear Street Markets LLC | 99 | $7.00K | 0.00% | +99 | New |
| Pin Oak Investment Advisors Inc | 78 | $6.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 53 | $4.00K | 0.00% | −54−50.5% | Reduced |
| PFG Private Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $3.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $3.01K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $3.00K | 0.00% | −4−8.7% | Reduced |
| SOA Wealth Advisors, LLC. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Prospera Financial Services Inc | 38 | $3.00K | 0.00% | +38 | New |
| Cordant, Inc. | 45 | $3.00K | 0.00% | +45 | New |
| Lazard Asset Management LLC | 30 | $2.00K | 0.00% | −101−77.1% | Reduced |
| Evoke Wealth, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $2.00K | 0.00% | +13+81.3% | Added |
| GHP Investment Advisors, Inc. | 31 | $2.00K | 0.00% | +31 | New |
| Disciplined Investments, LLC | 29 | $2.00K | 0.00% | +29 | New |
| West Paces Advisors Inc. | 19 | $1.40K | 0.00% | +19 | New |
| Tucker Asset Management LLC | 18 | $1.32K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16 | $1.00K | 0.00% | −129−89.0% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 9 | $1.00K | 0.00% | −6−40.0% | Reduced |
| GoalVest Advisory LLC | 8 | $1.00K | 0.00% | +8 | New |
| WestEnd Advisors, LLC | – | $220 | 0.00% | – | – |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 73 | – | – | +73 | New |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −86,286−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −51,961−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −49,354−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −38,561−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −36,597−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −32,252−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −27,915−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,781−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −16,180−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −14,160−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |