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, Q2 2022
Institutional positions in Principal Financial Group Inc as of Jun 30, 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
- 691
- +14 vs. Q1 2022
- Shares held
- 188.6M
- +2.65M (+1.4%) vs. Q1 2022
- Total value
- $12.6B
- −$1.04B (−7.6%) vs. Q1 2022
- New holders
- 68
- 240 more added
- Sold out
- 54
- 238 more reduced
10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 332 | $22.0K | 0.02% | +23+7.4% | Added |
| Financial Perspectives, Inc | 341 | $22.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 344 | $23.0K | 0.02% | +34+11.0% | Added |
| WFA Asset Management Corp | 353 | $23.6K | 0.02% | −135−27.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 364 | $24.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 362 | $24.0K | 0.01% | +4+1.1% | Added |
| Heritage Financial Services, LLC | 369 | $24.0K | 0.01% | +369 | New |
| Annapolis Financial Services, LLC | 379 | $25.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $25.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 368 | $25.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 367 | $25.0K | 0.01% | +67+22.3% | Added |
| TD Private Client Wealth LLC | 383 | $25.6K | 0.00% | −103−21.2% | Reduced |
| MCF Advisors LLC | 394 | $26.0K | 0.00% | −40−9.2% | Reduced |
| Riverview Trust Co | 396 | $26.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $26.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 401 | $26.8K | 0.02% | +4+1.0% | Added |
| HHM Wealth Advisors, LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 405 | $27.0K | 0.01% | +405 | New |
| Assetmark, Inc | 432 | $29.0K | 0.00% | −18−4.0% | Reduced |
| Pittenger & Anderson Inc | 442 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 450 | $30.0K | 0.01% | +1+0.2% | Added |
| O'Dell Group, LLC | 465 | $31.0K | 0.01% | +1+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 486 | $32.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 484 | $32.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 488 | $33.0K | 0.00% | +4+0.8% | Added |
| Clear Street Markets LLC | 492 | $33.0K | 0.01% | +393+397.0% | Added |
| Truvestments Capital LLC | 500 | $33.0K | 0.02% | +500 | New |
| Global Financial Private Client, LLC | 500 | $33.9K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 513 | $34.0K | 0.01% | −7−1.3% | Reduced |
| Clearview Wealth Advisors LLC | 513 | $34.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 512 | $34.2K | 0.00% | −211−29.2% | Reduced |
| Anchor Investment Management, LLC | 514 | $34.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 560 | $37.0K | 0.01% | −34−5.7% | Reduced |
| Private Ocean, LLC | 554 | $37.0K | 0.01% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $37.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 583 | $39.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 583 | $39.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 600 | $40.0K | 0.01% | −150−20.0% | Reduced |
| Ahrens Investment Partners LLC | 600 | $40.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 613 | $41.0K | 0.00% | +613 | New |
| First Command Bank | 628 | $42.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $42.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 631 | $42.1K | 0.02% | −22−3.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 665 | $44.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 659 | $44.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 663 | $44.0K | 0.04% | +7+1.1% | Added |
| City Holding Co | 678 | $45.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 676 | $45.0K | 0.03% | 00.0% | Unchanged |
| Burleson & Company, LLC | 685 | $46.0K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 700 | $47.0K | 0.03% | +700 | New |
| Parkside Financial Bank & Trust | 719 | $48.0K | 0.01% | +156+27.7% | Added |
| Stephens Consulting, LLC | 725 | $48.4K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 733 | $49.0K | 0.00% | +20+2.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 824 | $55.0K | 0.00% | −81,176−99.0% | Reduced |
| DuPont Capital Management Corp | 820 | $55.0K | 0.00% | −132−13.9% | Reduced |
| Quent Capital, LLC | 826 | $55.0K | 0.01% | +121+17.2% | Added |
| Desjardins Global Asset Management Inc. | 842 | $56.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 867 | $58.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 904 | $60.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 905 | $60.0K | 0.01% | +905 | New |
| Capital Directions Investment Advisors, LLC | 947 | $63.0K | 0.02% | +947 | New |
| First Financial Corp | 955 | $64.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $64.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 971 | $65.0K | 0.01% | +254+35.4% | Added |
| Motco | 994 | $66.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 981 | $66.0K | 0.01% | −15−1.5% | Reduced |
| Duncker Streett & Co Inc | 1,010 | $67.0K | 0.02% | +1,010 | New |
| Private Trust Co NA | 1,017 | $68.0K | 0.01% | +1,017 | New |
| MBM Wealth Consultants, LLC | 1,026 | $69.0K | 0.03% | +36+3.6% | Added |
| Gladius Capital Management LP | 1,075 | $72.0K | 0.02% | −1,190−52.5% | Reduced |
| Sit Investment Associates Inc | 1,072 | $72.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,076 | $72.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,152 | $77.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,232 | $82.0K | 0.01% | −531−30.1% | Reduced |
| Covington Capital Management | 1,237 | $83.0K | 0.00% | −7−0.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,259 | $84.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,301 | $87.0K | 0.01% | −8−0.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,300 | $87.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,380 | $92.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $92.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $93.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,399 | $93.0K | 0.02% | +514+58.1% | Added |
| Central Trust Co | 1,428 | $95.0K | 0.00% | −40−2.7% | Reduced |
| Covestor Ltd | 1,504 | $100.0K | 0.08% | −312−17.2% | Reduced |
| Accel Wealth Management | 1,630 | $102.0K | 0.06% | +264+19.3% | Added |
| FinTrust Capital Advisors, LLC | 1,630 | $104.0K | 0.03% | −26−1.6% | Reduced |
| Stonebridge Capital Advisors LLC | 1,570 | $105.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,568 | $105.0K | 0.02% | +375+31.4% | Added |
| Ten Capital Wealth Advisors, LLC | 1,578 | $105.0K | 0.05% | +1,578 | New |
| Cubist Systematic Strategies, LLC | 1,655 | $111.0K | 0.00% | −57,105−97.2% | Reduced |
| West Financial Advisors, LLC | 1,668 | $111.0K | 0.03% | −145−8.0% | Reduced |
| Sentry Investment Management LLC | 1,666 | $111.0K | 0.05% | +165+11.0% | Added |
| Counterpoint Mutual Funds LLC | 1,705 | $114.0K | 0.08% | +1,705 | New |
| Standard Family Office LLC | 1,700 | $114.0K | 1.13% | +1,700 | New |
| Silvant Capital Management LLC | 1,747 | $117.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,839 | $123.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 1,878 | $125.0K | 0.00% | +20+1.1% | Added |
| Optimum Investment Advisors | 1,950 | $130.0K | 0.07% | −400−17.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,034 | $136.0K | 0.00% | +801+65.0% | Added |