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 |
|---|---|---|---|---|---|
| Natixis Investment Managers International | 10,657 | $711.0K | 0.01% | +4,996+88.3% | Added |
| Steward Partners Investment Advisory, LLC | 10,573 | $706.0K | 0.01% | +448+4.4% | Added |
| IFP Advisors, Inc | 12,227 | $697.0K | 0.02% | −6,769−35.6% | Reduced |
| Thrivent Financial for Lutherans | 10,401 | $695.0K | 0.00% | −309−2.9% | Reduced |
| Martin Capital Partners, LLC | 10,269 | $686.0K | 0.33% | +93+0.9% | Added |
| DCM Advisors, LLC | 10,206 | $683.0K | 0.30% | −1,659−14.0% | Reduced |
| Holderness Investments Co | 10,195 | $681.0K | 0.28% | −295−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,179 | $680.0K | 0.00% | −1,473−12.6% | Reduced |
| CWM, LLC | 10,075 | $673.0K | 0.01% | +630+6.7% | Added |
| Ausdal Financial Partners, Inc. | 10,023 | $669.0K | 0.10% | −400−3.8% | Reduced |
| Burney Co | 9,842 | $657.0K | 0.03% | −9,167−48.2% | Reduced |
| Colony Group LLC | 9,787 | $654.0K | 0.01% | −421−4.1% | Reduced |
| WBI Investments | 9,500 | $634.0K | 0.14% | −3,026−24.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,392 | $627.0K | 0.01% | −271−2.8% | Reduced |
| Banque Cantonale Vaudoise | 9,355 | $624.0K | 0.03% | +2,000+27.2% | Added |
| Walleye Trading LLC | 9,184 | $613.0K | 0.01% | +9,184 | New |
| Obermeyer Wood Investment Counsel, LLLP | 9,168 | $612.0K | 0.04% | +122+1.3% | Added |
| Chicago Trust Co NA | 9,000 | $601.0K | 0.15% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 8,991 | $600.0K | 0.00% | +7,511+507.5% | Added |
| Impax Asset Management Group plc | 8,895 | $594.0K | 0.00% | −286−3.1% | Reduced |
| Umb Bank N A | 8,864 | $592.0K | 0.01% | −100−1.1% | Reduced |
| Savant Capital, LLC | 8,814 | $589.0K | 0.02% | +26+0.3% | Added |
| Sunbelt Securities, Inc. | 8,743 | $584.0K | 0.12% | −442−4.8% | Reduced |
| V Wealth Advisors LLC | 8,691 | $581.0K | 0.11% | +8,691 | New |
| Gilbert & Cook, Inc. | 8,636 | $577.0K | 0.10% | +137+1.6% | Added |
| Kinneret Advisory, LLC | 8,559 | $572.0K | 0.07% | +182+2.2% | Added |
| SEI Investments Co | 8,546 | $571.0K | 0.00% | +8,546 | New |
| ING Groep NV | 8,517 | $569.0K | 0.01% | −32,823−79.4% | Reduced |
| City State Bank | 8,463 | $565.0K | 0.39% | +1,872+28.4% | Added |
| Allstate Corp | 8,335 | $557.0K | 0.02% | −220−2.6% | Reduced |
| Carret Asset Management, LLC | 8,316 | $555.0K | 0.08% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 8,283 | $553.3K | 0.58% | +67+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,029 | $536.0K | 0.05% | +858+12.0% | Added |
| Proequities, Inc. | 7,916 | $529.0K | 0.04% | +735+10.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,851 | $525.0K | 0.01% | +2,003+34.3% | Added |
| LMR Partners LLP | 7,843 | $524.0K | 0.01% | +1,051+15.5% | Added |
| Wolff Financial Management LLC | 7,815 | $522.0K | 0.23% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,740 | $517.0K | 0.04% | −592−7.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,679 | $513.0K | 0.03% | +310+4.2% | Added |
| Fifth Third Bancorp | 7,330 | $490.0K | 0.00% | +705+10.6% | Added |
| Palisade Asset Management, LLC | 7,250 | $484.0K | 0.06% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,204 | $478.0K | 0.05% | +7,204 | New |
| 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 |
| Mokosak Advisory Group, LLC | 6,997 | $467.0K | 0.22% | +65+0.9% | Added |
| Alpha Paradigm Partners, LLC | 6,981 | $466.0K | 0.19% | +6,559+1,554.3% | Added |
| UBP Investment Advisors SA | 6,829 | $460.0K | 0.18% | +6,829 | New |
| Forum Financial Management, LP | 6,879 | $459.0K | 0.02% | +192+2.9% | Added |
| Greenleaf Trust | 6,833 | $456.0K | 0.01% | +60+0.9% | Added |
| Prudential PLC | 6,818 | $455.0K | 0.01% | −135−1.9% | Reduced |
| Jmac Enterprises LLC | 6,800 | $454.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| Corient Capital Partners, LLC | 6,556 | $437.0K | 0.03% | −583−8.2% | Reduced |
| Regions Financial Corp | 6,465 | $432.0K | 0.00% | +10.0% | Added |
| Nicolet Bankshares Inc | 6,418 | $429.0K | 0.11% | −25−0.4% | Reduced |
| GWM Advisors LLC | 6,382 | $426.0K | 0.01% | −11,657−64.6% | Reduced |
| Community Capital Management, Inc. | 6,300 | $421.0K | 0.51% | +6,300 | New |
| Cookson Peirce & Co Inc | 6,288 | $420.0K | 0.03% | +568+9.9% | Added |
| Mercer Global Advisors Inc | 6,178 | $413.0K | 0.00% | +873+16.5% | Added |
| Western Wealth Management, LLC | 6,137 | $410.0K | 0.02% | +10.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,128 | $409.0K | 0.00% | +836+15.8% | Added |
| Lake Street Financial LLC | 6,088 | $407.0K | 0.09% | +1,692+38.5% | Added |
| Vestcor Inc | 6,079 | $406.0K | 0.02% | +1,884+44.9% | Added |
| Archford Capital Strategies, LLC | 6,063 | $405.0K | 0.10% | +1,774+41.4% | Added |
| Cetera Advisors LLC | 6,052 | $404.0K | 0.01% | +1,507+33.2% | Added |
| Arete Wealth Advisors, LLC | 5,959 | $398.0K | 0.04% | +5+0.1% | Added |
| Centennial Wealth Advisory LLC | 5,914 | $395.0K | 0.22% | +1,637+38.3% | Added |
| Hilltop Holdings Inc. | 5,864 | $392.0K | 0.05% | +266+4.8% | Added |
| Allworth Financial LP | 5,854 | $391.0K | 0.01% | −369−5.9% | Reduced |
| Erste Asset Management GmbH | 5,800 | $390.5K | 0.01% | −1,400−19.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,829 | $389.0K | 0.01% | −389−6.3% | Reduced |
| Beacon Pointe Advisors, LLC | 5,756 | $387.0K | 0.01% | −716−11.1% | Reduced |
| Coldstream Capital Management Inc | 5,775 | $385.0K | 0.01% | +977+20.4% | Added |
| Capital Investment Advisors, LLC | 5,705 | $381.0K | 0.01% | −6−0.1% | Reduced |
| Synovus Financial Corp | 5,642 | $377.0K | 0.00% | +203+3.7% | Added |
| Geneos Wealth Management Inc. | 5,560 | $376.0K | 0.02% | −20−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 5,612 | $374.0K | 0.00% | +1,481+35.9% | Added |
| Waldron Private Wealth LLC | 5,536 | $369.0K | 0.02% | −56−1.0% | Reduced |
| Ellevest, Inc. | 5,484 | $366.0K | 0.03% | −108−1.9% | Reduced |
| First Hawaiian Bank | 5,410 | $361.0K | 0.01% | −4,033−42.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,355 | $358.0K | 0.00% | +5,355 | New |
| Contravisory Investment Management, Inc. | 5,334 | $356.0K | 0.12% | +6+0.1% | Added |
| CWA Asset Management Group, LLC | 5,299 | $354.0K | 0.03% | −36−0.7% | Reduced |
| Wedbush Securities Inc | 5,282 | $353.0K | 0.02% | +4+0.1% | 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 |
| Summit X, LLC | 5,190 | $344.0K | 0.10% | +2,102+68.1% | Added |
| Empirical Finance, LLC | 5,122 | $342.0K | 0.04% | +260+5.3% | Added |
| Sound View Wealth Advisors Group, LLC | 5,115 | $342.0K | 0.07% | +267+5.5% | Added |
| Redpoint Investment Management Pty Ltd | 5,112 | $341.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,082 | $339.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 5,068 | $338.0K | 0.09% | +317+6.7% | Added |
| My Legacy Advisors, LLC | 5,102 | $338.0K | 0.17% | +5,102 | New |
| Equitable Holdings, Inc. | 5,038 | $336.0K | 0.01% | +10.0% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 5,000 | $334.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,940 | $330.0K | 0.02% | −1,236−20.0% | Reduced |
| Sunflower Bank, N.A. | 4,934 | $330.0K | 0.07% | −198−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 4,935 | $330.0K | 0.01% | +220+4.7% | Added |
| Argent Trust Co | 4,803 | $321.0K | 0.02% | +4,803 | New |