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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 5,115 | $342.0K | 0.07% | +267+5.5% | Added |
| Summit X, LLC | 5,190 | $344.0K | 0.10% | +2,102+68.1% | Added |
| Benin Management CORP | 5,200 | $347.0K | 0.13% | −100−1.9% | Reduced |
| TCWP LLC | 5,203 | $347.0K | 0.07% | +1,044+25.1% | Added |
| Wedbush Securities Inc | 5,282 | $353.0K | 0.02% | +4+0.1% | Added |
| CWA Asset Management Group, LLC | 5,299 | $354.0K | 0.03% | −36−0.7% | Reduced |
| Contravisory Investment Management, Inc. | 5,334 | $356.0K | 0.12% | +6+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,355 | $358.0K | 0.00% | +5,355 | New |
| First Hawaiian Bank | 5,410 | $361.0K | 0.01% | −4,033−42.7% | Reduced |
| Ellevest, Inc. | 5,484 | $366.0K | 0.03% | −108−1.9% | Reduced |
| Waldron Private Wealth LLC | 5,536 | $369.0K | 0.02% | −56−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 5,612 | $374.0K | 0.00% | +1,481+35.9% | Added |
| Geneos Wealth Management Inc. | 5,560 | $376.0K | 0.02% | −20−0.4% | Reduced |
| Synovus Financial Corp | 5,642 | $377.0K | 0.00% | +203+3.7% | Added |
| Capital Investment Advisors, LLC | 5,705 | $381.0K | 0.01% | −6−0.1% | Reduced |
| Coldstream Capital Management Inc | 5,775 | $385.0K | 0.01% | +977+20.4% | Added |
| Beacon Pointe Advisors, LLC | 5,756 | $387.0K | 0.01% | −716−11.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,829 | $389.0K | 0.01% | −389−6.3% | Reduced |
| Erste Asset Management GmbH | 5,800 | $390.5K | 0.01% | −1,400−19.4% | Reduced |
| Allworth Financial LP | 5,854 | $391.0K | 0.01% | −369−5.9% | Reduced |
| Hilltop Holdings Inc. | 5,864 | $392.0K | 0.05% | +266+4.8% | Added |
| Centennial Wealth Advisory LLC | 5,914 | $395.0K | 0.22% | +1,637+38.3% | Added |
| Arete Wealth Advisors, LLC | 5,959 | $398.0K | 0.04% | +5+0.1% | Added |
| Cetera Advisors LLC | 6,052 | $404.0K | 0.01% | +1,507+33.2% | Added |
| Archford Capital Strategies, LLC | 6,063 | $405.0K | 0.10% | +1,774+41.4% | Added |
| Vestcor Inc | 6,079 | $406.0K | 0.02% | +1,884+44.9% | Added |
| Lake Street Financial LLC | 6,088 | $407.0K | 0.09% | +1,692+38.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,128 | $409.0K | 0.00% | +836+15.8% | Added |
| Western Wealth Management, LLC | 6,137 | $410.0K | 0.02% | +10.0% | Added |
| Mercer Global Advisors Inc | 6,178 | $413.0K | 0.00% | +873+16.5% | Added |
| Cookson Peirce & Co Inc | 6,288 | $420.0K | 0.03% | +568+9.9% | Added |
| Community Capital Management, Inc. | 6,300 | $421.0K | 0.51% | +6,300 | New |
| GWM Advisors LLC | 6,382 | $426.0K | 0.01% | −11,657−64.6% | Reduced |
| Nicolet Bankshares Inc | 6,418 | $429.0K | 0.11% | −25−0.4% | Reduced |
| Regions Financial Corp | 6,465 | $432.0K | 0.00% | +10.0% | Added |
| Corient Capital Partners, LLC | 6,556 | $437.0K | 0.03% | −583−8.2% | Reduced |
| Johnson Investment Counsel Inc | 6,600 | $441.0K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,608 | $441.0K | 0.37% | +2,818+74.4% | Added |
| Jmac Enterprises LLC | 6,800 | $454.0K | 0.12% | 00.0% | Unchanged |
| Prudential PLC | 6,818 | $455.0K | 0.01% | −135−1.9% | Reduced |
| Greenleaf Trust | 6,833 | $456.0K | 0.01% | +60+0.9% | Added |
| Forum Financial Management, LP | 6,879 | $459.0K | 0.02% | +192+2.9% | Added |
| UBP Investment Advisors SA | 6,829 | $460.0K | 0.18% | +6,829 | New |
| Alpha Paradigm Partners, LLC | 6,981 | $466.0K | 0.19% | +6,559+1,554.3% | Added |
| Mokosak Advisory Group, LLC | 6,997 | $467.0K | 0.22% | +65+0.9% | Added |
| Sageworth Trust Co of South Dakota | 7,040 | $470.0K | 0.97% | −2,235−24.1% | Reduced |
| Csenge Advisory Group | 7,044 | $470.0K | 0.04% | +524+8.0% | Added |
| HighPoint Advisor Group LLC | 7,204 | $478.0K | 0.05% | +7,204 | New |
| Palisade Asset Management, LLC | 7,250 | $484.0K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,330 | $490.0K | 0.00% | +705+10.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,679 | $513.0K | 0.03% | +310+4.2% | Added |
| Wetherby Asset Management Inc | 7,740 | $517.0K | 0.04% | −592−7.1% | Reduced |
| Wolff Financial Management LLC | 7,815 | $522.0K | 0.23% | 00.0% | Unchanged |
| LMR Partners LLP | 7,843 | $524.0K | 0.01% | +1,051+15.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,851 | $525.0K | 0.01% | +2,003+34.3% | Added |
| Proequities, Inc. | 7,916 | $529.0K | 0.04% | +735+10.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,029 | $536.0K | 0.05% | +858+12.0% | Added |
| Basepoint Wealth LLC | 8,283 | $553.3K | 0.58% | +67+0.8% | Added |
| Carret Asset Management, LLC | 8,316 | $555.0K | 0.08% | 00.0% | Unchanged |
| Allstate Corp | 8,335 | $557.0K | 0.02% | −220−2.6% | Reduced |
| City State Bank | 8,463 | $565.0K | 0.39% | +1,872+28.4% | Added |
| ING Groep NV | 8,517 | $569.0K | 0.01% | −32,823−79.4% | Reduced |
| SEI Investments Co | 8,546 | $571.0K | 0.00% | +8,546 | New |
| Kinneret Advisory, LLC | 8,559 | $572.0K | 0.07% | +182+2.2% | Added |
| Gilbert & Cook, Inc. | 8,636 | $577.0K | 0.10% | +137+1.6% | Added |
| V Wealth Advisors LLC | 8,691 | $581.0K | 0.11% | +8,691 | New |
| Sunbelt Securities, Inc. | 8,743 | $584.0K | 0.12% | −442−4.8% | Reduced |
| Savant Capital, LLC | 8,814 | $589.0K | 0.02% | +26+0.3% | Added |
| Umb Bank N A | 8,864 | $592.0K | 0.01% | −100−1.1% | Reduced |
| Impax Asset Management Group plc | 8,895 | $594.0K | 0.00% | −286−3.1% | Reduced |
| Federated Hermes, Inc. | 8,991 | $600.0K | 0.00% | +7,511+507.5% | Added |
| Chicago Trust Co NA | 9,000 | $601.0K | 0.15% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 9,168 | $612.0K | 0.04% | +122+1.3% | Added |
| Walleye Trading LLC | 9,184 | $613.0K | 0.01% | +9,184 | New |
| Banque Cantonale Vaudoise | 9,355 | $624.0K | 0.03% | +2,000+27.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,392 | $627.0K | 0.01% | −271−2.8% | Reduced |
| WBI Investments | 9,500 | $634.0K | 0.14% | −3,026−24.2% | Reduced |
| Colony Group LLC | 9,787 | $654.0K | 0.01% | −421−4.1% | Reduced |
| Burney Co | 9,842 | $657.0K | 0.03% | −9,167−48.2% | Reduced |
| Ausdal Financial Partners, Inc. | 10,023 | $669.0K | 0.10% | −400−3.8% | Reduced |
| CWM, LLC | 10,075 | $673.0K | 0.01% | +630+6.7% | Added |
| United Capital Financial Advisers, LLC | 10,179 | $680.0K | 0.00% | −1,473−12.6% | Reduced |
| Holderness Investments Co | 10,195 | $681.0K | 0.28% | −295−2.8% | Reduced |
| DCM Advisors, LLC | 10,206 | $683.0K | 0.30% | −1,659−14.0% | Reduced |
| Martin Capital Partners, LLC | 10,269 | $686.0K | 0.33% | +93+0.9% | Added |
| Thrivent Financial for Lutherans | 10,401 | $695.0K | 0.00% | −309−2.9% | Reduced |
| IFP Advisors, Inc | 12,227 | $697.0K | 0.02% | −6,769−35.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,573 | $706.0K | 0.01% | +448+4.4% | Added |
| Natixis Investment Managers International | 10,657 | $711.0K | 0.01% | +4,996+88.3% | Added |
| E. Ohman J:or Asset Management AB | 10,700 | $714.7K | 0.03% | −4,000−27.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,840 | $724.0K | 0.04% | −3,072−22.1% | Reduced |
| Plimoth Trust Co LLC | 11,075 | $740.0K | 0.23% | −513−4.4% | Reduced |
| McDonald Partners LLC | 11,118 | $743.0K | 0.19% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,158 | $745.0K | 0.01% | +678+6.5% | Added |
| Everence Capital Management Inc | 11,170 | $746.0K | 0.07% | 00.0% | Unchanged |
| Miramar Capital, LLC | 11,575 | $773.0K | 0.22% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11,596 | $774.6K | 0.06% | +1,742+17.7% | Added |
| Financial Advisory Service, Inc. | 11,830 | $790.0K | 0.08% | −325−2.7% | Reduced |
| Adams Wealth Management | 12,016 | $803.0K | 0.30% | −277−2.3% | Reduced |
| M&T Bank Corp | 13,652 | $812.0K | 0.00% | +2,286+20.1% | Added |