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 |
|---|---|---|---|---|---|
| Bivin & Associates, Inc. | 304 | $20.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $20.0K | 0.00% | +300 | New |
| Ronald Blue Trust, Inc. | 267 | $20.0K | 0.00% | +267 | New |
| Halpern Financial, Inc. | 296 | $19.8K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $19.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 279 | $19.0K | 0.00% | +279 | New |
| Kistler-Tiffany Companies, LLC | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 267 | $18.0K | 0.00% | +2+0.8% | Added |
| Brown Brothers Harriman & Co | 275 | $18.0K | 0.00% | +71+34.8% | Added |
| Gradient Investments LLC | 272 | $18.0K | 0.00% | +134+97.1% | Added |
| Rockbridge Investment Management, LCC | 258 | $17.2K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 259 | $17.0K | 0.00% | −55,392−99.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 262 | $17.0K | 0.00% | +2+0.8% | Added |
| Institutional & Family Asset Management, LLC | 259 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 248 | $17.0K | 0.00% | +54+27.8% | Added |
| Zullo Investment Group, Inc. | 235 | $16.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 224 | $15.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 221 | $15.0K | 0.00% | +221 | New |
| Rocky Mountain Advisers, LLC | 211 | $14.0K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 216 | $14.0K | 0.00% | +216 | New |
| Atlas Capital Advisors LLC | 208 | $13.9K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 191 | $13.0K | 0.00% | −603−75.9% | Reduced |
| Antonetti Capital Management LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 201 | $13.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 199 | $13.0K | 0.00% | +40+25.2% | Added |
| Gibson Wealth Advisors LLC | 174 | $12.0K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 162 | $11.0K | 0.00% | +162 | New |
| Ritter Daniher Financial Advisory LLC | 147 | $10.0K | 0.01% | +147 | New |
| Loomis Sayles & Co L P | 137 | $9.00K | 0.00% | −29−17.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 134 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 129 | $9.00K | 0.00% | +129 | New |
| New Millennium Group LLC | 137 | $9.00K | 0.01% | +137 | New |
| Eagle Bay Advisors LLC | 124 | $8.28K | 0.01% | +124 | New |
| Earnest Partners LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $8.00K | 0.00% | −4−3.1% | Reduced |
| MV Capital Management, Inc. | 121 | $8.00K | 0.00% | +2+1.7% | Added |
| Investors Research Corp | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 114 | $8.00K | 0.00% | +114 | New |
| Enterprise Trust & Investment Co | 124 | $8.00K | 0.00% | +124 | New |
| Moisand Fitzgerald Tamayo, LLC | 110 | $7.00K | 0.00% | −100−47.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 108 | $7.00K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 112 | $7.00K | 0.00% | +81+261.3% | Added |
| Legacy CG, LLC | 107 | $7.00K | 0.00% | +107 | New |
| Ogorek Anthony Joseph | 90 | $6.00K | 0.00% | −27−23.1% | Reduced |
| First Manhattan Co | 98 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 83 | $6.00K | 0.00% | +83 | New |
| Pin Oak Investment Advisors Inc | 78 | $5.00K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 68 | $5.00K | 0.00% | +24+54.5% | Added |
| PFG Private Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 41 | $3.00K | 0.00% | −140−77.3% | Reduced |
| Sandy Spring Bank | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $2.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $2.74K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 37 | $2.00K | 0.00% | −14−27.5% | Reduced |
| Piscataqua Savings Bank | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 28 | $2.00K | 0.00% | +5+21.7% | Added |
| Carolinas Wealth Consulting LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 36 | $2.00K | 0.00% | +7+24.1% | Added |
| TFC Financial Management | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 27 | $2.00K | 0.00% | +27 | New |
| West Paces Advisors Inc. | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $1.00K | 0.00% | +10 | New |
| Spire Wealth Management | 12 | $1.00K | 0.00% | +12 | New |
| Private Capital Group, LLC | 5 | $0 | 0.00% | −218−97.8% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| Whittier Trust Co of Nevada Inc | 1 | $0 | 0.00% | +1 | New |
| ACG Wealth | 2 | $0 | 0.00% | +2 | New |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Sofos Investments, Inc. | 1,273 | – | – | +1,200+1,643.8% | Added |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −273,900−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −256,861−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −71,481−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −71,002−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,284−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −35,671−100.0% | Sold out |
| G&S Capital LLC | 0 | $0 | 0.00% | −23,902−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,048−100.0% | Sold out |