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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, 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.

Institutional holdersQ2 2022: 691 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 heldQ2 2022: $12.6B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2022.

Institutions holding PFG in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tompkins Financial Corp2,080$139.0K0.02%00.0%Unchanged
Belpointe Asset Management LLC2,183$146.0K0.01%−57−2.5%Reduced
Harbour Investments, Inc.2,184$146.0K0.01%+2,184New
Parallel Advisors, LLC2,222$148.0K0.01%−544−19.7%Reduced
Tobam2,260$151.0K0.01%+1,044+85.9%Added
Bartlett & Co. Wealth Management LLC2,288$152.8K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC2,289$153.0K0.03%00.0%Unchanged
Bartlett & Co. LLC2,288$153.0K0.00%00.0%Unchanged
Simplex Trading, LLC2,353$157.0K0.01%+2,353New
Harvest Fund Management Co., Ltd2,364$158.0K0.04%00.0%Unchanged
Syverson Strege & Co2,404$161.0K0.06%−297−11.0%Reduced
Meeder Asset Management Inc2,417$161.0K0.01%+58+2.5%Added
TSFG, LLC2,507$167.0K0.07%+28+1.1%Added
Cullen/Frost Bankers, Inc.2,510$168.0K0.00%00.0%Unchanged
Whittier Trust Co2,537$169.0K0.00%−500−16.5%Reduced
Sageworth Trust Co2,577$172.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC2,766$185.0K0.02%−129−4.5%Reduced
Federation des caisses Desjardins du Quebec2,931$195.8K0.00%+910+45.0%Added
Ameritas Investment Partners, Inc.2,941$196.0K0.01%−291−9.0%Reduced
AIA Group Ltd2,986$199.0K0.01%+705+30.9%Added
Security National Bank of So Dak3,000$200.0K0.17%00.0%Unchanged
CRA Financial Services, LLC3,000$200.0K0.07%00.0%Unchanged
Glassy Mountain Advisors, Inc.3,000$200.0K0.12%00.0%Unchanged
Redhawk Wealth Advisors, Inc.3,010$201.0K0.09%+10+0.3%Added
Ieq Capital, LLC3,041$203.0K0.01%−537−15.0%Reduced
Wesbanco Bank Inc3,047$203.0K0.01%00.0%Unchanged
Brown Advisory Inc3,038$203.0K0.00%00.0%Unchanged
Barings LLC3,069$205.0K0.01%−911−22.9%Reduced
Jackson, Grant Investment Advisers, Inc.3,071$205.0K0.10%00.0%Unchanged
Pitcairn Co3,086$206.0K0.02%+47+1.5%Added
Eudaimonia Partners, LLC3,111$208.0K0.04%+47+1.5%Added
Foundations Investment Advisors, LLC3,149$209.0K0.01%00.0%Unchanged
Kinloch Capital, LLC3,130$209.0K0.13%00.0%Unchanged
OPSEU Pension Plan Trust Fund3,171$209.0K0.05%+3,171New
Paragon Capital Management Ltd3,153$211.0K0.06%+15+0.5%Added
Oak Thistle LLC3,163$212.0K0.41%+3,163New
Checchi Capital Advisers, LLC3,181$213.0K0.02%+199+6.7%Added
Cigna Investments Inc3,215$215.0K0.04%−1,194−27.1%Reduced
Chesley Taft & Associates LLC3,259$218.0K0.01%+3,259New
Signaturefd, LLC3,322$222.0K0.01%−455−12.0%Reduced
Jump Financial, LLC3,333$222.0K0.01%+3,333New
Keybank National Association3,399$227.0K0.00%+218+6.9%Added
Bessemer Group Inc3,401$228.0K0.00%+679+24.9%Added
Hunter Associates Investment Management LLC3,411$228.0K0.06%+3,411New
Pathstone Family Office, LLC3,450$230.4K0.01%+3,450New
ExodusPoint Capital Management, LP3,476$232.0K0.00%−60,731−94.6%Reduced
Mma Asset Management LLC3,482$233.0K0.20%00.0%Unchanged
CAPROCK Group, Inc.3,502$234.0K0.02%−311−8.2%Reduced
Northwest Wealth Management, LLC3,500$234.0K0.10%+300+9.4%Added
SeaCrest Wealth Management, LLC3,543$237.0K0.03%+11+0.3%Added
Dynamic Advisor Solutions LLC3,559$238.0K0.02%+4+0.1%Added
Commons Capital, LLC3,581$239.0K0.36%+62+1.8%Added
Inlet Private Wealth, LLC3,628$242.0K0.07%−390−9.7%Reduced
Boothbay Fund Management, LLC3,674$245.0K0.01%+3,674New
Metis Global Partners, LLC3,685$246.0K0.04%−329−8.2%Reduced
Advisory Services Network, LLC3,705$247.0K0.01%−873−19.1%Reduced
Stratos Wealth Partners, LTD.3,809$254.0K0.01%+115+3.1%Added
9258 Wealth Management, LLC3,865$258.0K0.07%00.0%Unchanged
J. W. Coons Advisors, LLC3,853$258.0K0.09%+3,853New
Zeke Capital Advisors, LLC3,899$260.0K0.02%00.0%Unchanged
Legacy Bridge, LLC3,895$260.0K0.19%00.0%Unchanged
MML Investors Services, LLC3,887$260.0K0.00%+272+7.5%Added
LeJeune Puetz Investment Counsel LLC3,925$262.0K0.10%00.0%Unchanged
Iron Horse Wealth Management, LLC3,954$264.0K0.15%+200+5.3%Added
Rappaport Reiches Capital Management, LLC4,004$267.4K0.13%+4+0.1%Added
Cerity Partners LLC4,355$268.0K0.00%+1,399+47.3%Added
Johnson Midwest Financial, LLC4,020$269.0K0.36%−152−3.6%Reduced
Clarius Group, LLC4,024$269.0K0.03%−16−0.4%Reduced
Ground Swell Capital, LLC4,033$269.0K0.49%+4,033New
Winton Group Ltd4,069$272.0K0.01%−6,961−63.1%Reduced
Cornerstone Advisors Asset Management, LLC4,091$273.2K0.19%00.0%Unchanged
Sompo Asset Management Co., Ltd.4,110$274.0K0.07%−3,770−47.8%Reduced
Renaissance Group LLC4,102$274.0K0.01%+131+3.3%Added
Cornercap Investment Counsel Inc4,121$275.0K0.05%−9,871−70.5%Reduced
Qtron Investments LLC4,154$277.0K0.06%+4,154New
Cypress Capital Group4,181$279.0K0.04%−50−1.2%Reduced
Eads & Heald Wealth Management4,226$282.0K0.15%−305−6.7%Reduced
Apollon Wealth Management, LLC4,358$291.0K0.02%+765+21.3%Added
Independent Advisor Alliance4,422$295.0K0.02%−1,099−19.9%Reduced
Snowden Capital Advisors LLC4,435$296.0K0.01%+1,278+40.5%Added
JT Stratford LLC4,479$299.0K0.09%−983−18.0%Reduced
Tokio Marine Asset Management Co Ltd4,523$302.0K0.03%+795+21.3%Added
Blair William & Co4,534$303.0K0.00%+772+20.5%Added
Legacy Financial Advisors, Inc.4,565$305.0K0.08%+299+7.0%Added
Continuum Advisory, LLC4,582$306.0K0.06%−439−8.7%Reduced
Vontobel Holding Ltd.4,632$313.0K0.00%−615−11.7%Reduced
Wolverine Trading, LLC4,646$313.0K0.01%+4,646New
180 Wealth Advisors, LLC4,638$314.0K0.08%+4,638New
Pacer Advisors, Inc.4,718$315.0K0.00%−14,416−75.3%Reduced
Argent Trust Co4,803$321.0K0.02%+4,803New
RSM US Wealth Management LLC4,940$330.0K0.02%−1,236−20.0%Reduced
Sunflower Bank, N.A.4,934$330.0K0.07%−198−3.9%Reduced
Farmers & Merchants Investments Inc4,935$330.0K0.01%+220+4.7%Added
Elliott Investment Management L.P.SuperinvestorElliott Investment Management5,000$334.0K0.01%00.0%Unchanged
Equitable Holdings, Inc.5,038$336.0K0.01%+10.0%Added
Concord Wealth Partners5,068$338.0K0.09%+317+6.7%Added
My Legacy Advisors, LLC5,102$338.0K0.17%+5,102New
Symmetry Partners, LLC5,082$339.0K0.02%00.0%Unchanged
Redpoint Investment Management Pty Ltd5,112$341.0K0.04%00.0%Unchanged
Empirical Finance, LLC5,122$342.0K0.04%+260+5.3%Added