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 |
|---|---|---|---|---|---|
| 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 |
| FinTrust Capital Advisors, LLC | 1,630 | $104.0K | 0.03% | −26−1.6% | Reduced |
| Accel Wealth Management | 1,630 | $102.0K | 0.06% | +264+19.3% | Added |
| Covestor Ltd | 1,504 | $100.0K | 0.08% | −312−17.2% | Reduced |
| Central Trust Co | 1,428 | $95.0K | 0.00% | −40−2.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,399 | $93.0K | 0.02% | +514+58.1% | Added |
| Laffer Tengler Investments | 1,392 | $93.0K | 0.03% | 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 |
| 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 |
| TCI Wealth Advisors, Inc. | 1,259 | $84.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 1,237 | $83.0K | 0.00% | −7−0.6% | Reduced |
| AdvisorNet Financial, Inc | 1,232 | $82.0K | 0.01% | −531−30.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,152 | $77.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| MBM Wealth Consultants, LLC | 1,026 | $69.0K | 0.03% | +36+3.6% | Added |
| Private Trust Co NA | 1,017 | $68.0K | 0.01% | +1,017 | New |
| Duncker Streett & Co Inc | 1,010 | $67.0K | 0.02% | +1,010 | New |
| Motco | 994 | $66.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 981 | $66.0K | 0.01% | −15−1.5% | Reduced |
| Trustcore Financial Services, LLC | 971 | $65.0K | 0.01% | +254+35.4% | Added |
| First Financial Corp | 955 | $64.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $64.0K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 947 | $63.0K | 0.02% | +947 | New |
| Johnson Financial Group, Inc. | 904 | $60.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 905 | $60.0K | 0.01% | +905 | New |
| Level Financial Advisors, Inc. | 867 | $58.0K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 842 | $56.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| First Horizon Advisors, Inc. | 733 | $49.0K | 0.00% | +20+2.8% | Added |
| Stephens Consulting, LLC | 725 | $48.4K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 719 | $48.0K | 0.01% | +156+27.7% | Added |
| Fairfield, Bush & Co. | 700 | $47.0K | 0.03% | +700 | New |
| Burleson & Company, LLC | 685 | $46.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 678 | $45.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 676 | $45.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 631 | $42.1K | 0.02% | −22−3.4% | Reduced |
| First Command Bank | 628 | $42.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $42.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 613 | $41.0K | 0.00% | +613 | New |
| 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 |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 514 | $34.3K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 512 | $34.2K | 0.00% | −211−29.2% | Reduced |
| Glassman Wealth Services | 513 | $34.0K | 0.01% | −7−1.3% | Reduced |
| Clearview Wealth Advisors LLC | 513 | $34.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $33.9K | 0.02% | 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 |
| 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 |
| O'Dell Group, LLC | 465 | $31.0K | 0.01% | +1+0.2% | Added |
| Pittenger & Anderson Inc | 442 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 450 | $30.0K | 0.01% | +1+0.2% | Added |
| Assetmark, Inc | 432 | $29.0K | 0.00% | −18−4.0% | Reduced |
| HHM Wealth Advisors, LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 405 | $27.0K | 0.01% | +405 | New |
| WR Wealth Planners, LLC | 401 | $26.8K | 0.02% | +4+1.0% | Added |
| 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 |
| TD Private Client Wealth LLC | 383 | $25.6K | 0.00% | −103−21.2% | Reduced |
| 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 |
| 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 |
| WFA Asset Management Corp | 353 | $23.6K | 0.02% | −135−27.7% | Reduced |
| Toth Financial Advisory Corp | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 344 | $23.0K | 0.02% | +34+11.0% | Added |
| Financial Perspectives, Inc | 341 | $22.8K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 332 | $22.0K | 0.02% | +23+7.4% | Added |
| Caldwell Trust Co | 322 | $21.5K | 0.00% | +25+8.4% | Added |
| HighMark Wealth Management LLC | 310 | $21.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 310 | $21.0K | 0.03% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $21.0K | 0.01% | +267+503.8% | Added |
| Denali Advisors LLC | 300 | $20.0K | 0.01% | −300−50.0% | Reduced |
| Valley National Advisers Inc | 298 | $20.0K | 0.00% | +3+1.0% | Added |
| Old Second National Bank of Aurora | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 302 | $20.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 293 | $20.0K | 0.02% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 305 | $20.0K | 0.01% | 00.0% | Unchanged |