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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.

Q3 2022 vs. Q2 2022

How the institutions holding Principal Financial Group Inc changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of PFG: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders6918707+24
Shares188.6M29.8K184.8M−3.73M (−2.0%)
Value$12.6B$1.98M$13.3B+$758.4M (+6.0%)

8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Principal Financial Group Inc at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to PFG in Q3 2022
InstitutionSharesValue% of portfolio
Jefferies Group LLC164,200$11.8M0.35%
AQR Capital Management LLC159,984$11.5M0.03%
PGGM Investments74,360$5.37M0.09%
Schonfeld Strategic Advisors LLC65,550$4.73M0.04%
Voloridge Investment Management, LLC41,802$3.02M0.02%
Trexquant Investment LP38,646$2.79M0.10%
Weiss Asset Management LP37,525$2.71M0.07%
Wakefield Asset Management LLLP33,460$2.41M1.11%
Czech National Bank26,913$1.94M0.06%
EHP Funds Inc.26,760$1.93M0.42%
Banque Pictet & Cie SA23,105$1.67M0.02%
Teachers Retirement System of the State of Kentucky22,109$1.59M0.02%
Ergoteles LLC21,420$1.54M0.05%
Gotham Asset Management, LLC20,133$1.45M0.04%
Alberta Investment Management Corp18,942$1.37M0.01%
Donoghue Forlines LLC15,410$1.11M0.40%
Advisor Partners II, LLC12,788$923.0K0.07%
Quadrature Capital Ltd11,512$830.0K0.03%
Bridgefront Capital, LLC9,430$680.0K0.70%
Horizon Investments, LLC9,215$665.0K0.02%
Verition Fund Management LLC9,000$649.0K0.01%
Bayesian Capital Management, LP8,406$606.0K0.12%
Atria Wealth Solutions, Inc.7,820$564.2K0.01%
Y-Intercept (Hong Kong) Ltd7,749$559.1K0.06%
Virtu Financial LLC7,032$507.0K0.05%
Trustmark National Bank Trust Department6,286$454.0K0.04%
Two Sigma Securities, LLC5,999$433.0K0.06%
Romano Brothers and Company5,628$406.0K0.07%
MAI Capital Management5,128$370.0K0.01%
BCJ Capital Management, LLC4,635$334.0K0.04%
Boston Private Wealth LLC4,531$327.0K0.00%
Auxano Advisors, LLC3,855$278.0K0.13%
Mutual Advisors, LLC3,739$270.0K0.01%
Premier Asset Management LLC3,650$264.0K0.27%
CenterStar Asset Management, LLC–$254.0K0.45%
Aquatic Capital Management LLC3,500$253.0K0.02%
Jacobi Capital Management LLC3,497$252.0K0.03%
Ritholtz Wealth Management3,466$250.0K0.01%
Global Assets Advisory, LLC2,825$249.0K0.25%
PEAK6 Investments LLC3,291$237.0K0.01%
55I, LLC3,251$234.0K0.01%
Avantax Advisory Services, Inc.3,136$226.0K0.00%
Cresset Asset Management, LLC3,116$225.0K0.00%
WealthPlan Investment Management, LLC2,424$219.0K0.02%
RFG Advisory, LLC2,382$216.0K0.01%
Sigma Planning Corp2,982$215.0K0.01%
Cedrus LLC2,951$212.9K0.20%
Personal Cfo Solutions, LLC2,942$212.0K0.05%
Raymond James Trust N.A.2,910$210.0K0.01%
D'Orazio & Associates, Inc.2,907$210.0K0.06%
Security National Bank2,905$210.0K0.06%
Rehmann Capital Advisory Group2,884$208.1K0.02%
HBK Sorce Advisory LLC2,852$206.0K0.01%
Pinnacle Financial Partners Inc2,838$205.0K0.01%
BCGM Wealth Management, LLC2,340$203.0K0.10%
Koshinski Asset Management, Inc.2,797$202.0K0.02%
First Citizens Financial Corp2,799$202.0K0.20%
J.W. Cole Advisors, Inc.2,775$200.0K0.02%
Wipfli Financial Advisors LLC,2,258$163.0K0.01%
NuWave Investment Management, LLC1,990$144.0K0.17%
AlphaCentric Advisors LLC1,909$138.0K0.14%
Hills Bank & Trust Co1,402$101.0K0.01%
State of Wyoming1,255$91.0K0.04%
Ameliora Wealth Management Ltd.1,199$91.0K0.05%
McClarren Financial Advisors, Inc.757$54.0K0.05%
Neo Ivy Capital Management550$40.0K0.11%
Mine & Arao Wealth Creation & Management, LLC.321$23.0K0.02%
Bellwether Advisors, LLC237$17.0K0.01%
CoreFirst Bank & Trust197$14.0K0.01%
Creative Financial Designs Inc166$12.0K0.00%
Selective Wealth Management, Inc.110$8.00K0.00%
Beacon Capital Management, LLC122$8.00K0.00%
Money Concepts Capital Corp97$7.00K0.00%
Ancora Advisors, LLC90$6.00K0.00%
Globeflex Capital L P63$5.00K0.00%
EdgeRock Capital LLC64$5.00K0.00%
Cambridge Trust Co23$2.00K0.00%
American National Bank22$2.00K0.00%
Householder Group Estate & Retirement Specialist, LLC41$2.00K0.00%
Abound Wealth Management16$1.16K0.00%
SJS Investment Consulting Inc.19$1.00K0.00%

Sold out (57)

Institutions that held Principal Financial Group Inc at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of PFG in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Old Republic International Corporation1,010,000$67.5M
Employees Retirement System of Texas87,725$5.86M
Point72 Hong Kong Ltd38,370$2.56M
Man Group plc–$2.11M
HRT Financial LP29,738$1.99M
Cypress Capital, LLC21,449$1.43M
Maryland State Retirement & Pension System19,249$1.29M
McDonald Partners LLC11,118$743.0K
Natixis Investment Managers International10,657$711.0K
Walleye Trading LLC9,184$613.0K
ING Groep NV8,517$569.0K
Synovus Financial Corp5,642$377.0K
Elliott Investment Management L.P.SuperinvestorElliott Investment Management5,000$334.0K
Winton Group Ltd4,069$272.0K
Ground Swell Capital, LLC4,033$269.0K
Rappaport Reiches Capital Management, LLC4,004$267.4K
Boothbay Fund Management, LLC3,674$245.0K
ExodusPoint Capital Management, LP3,476$232.0K
Hunter Associates Investment Management LLC3,411$228.0K
Oak Thistle LLC3,163$212.0K
Foundations Investment Advisors, LLC3,149$209.0K
Barings LLC3,069$205.0K
Wesbanco Bank Inc3,047$203.0K
Simplex Trading, LLC2,353$157.0K
Exchange Traded Concepts, LLC2,034$136.0K
Counterpoint Mutual Funds LLC1,705$114.0K
Patriot Financial Group Insurance Agency, LLC1,399$93.0K
Graves-Light Private Wealth Management, Inc.1,300$87.0K
Gladius Capital Management LP1,075$72.0K
Capital Directions Investment Advisors, LLC947$63.0K
Healthcare of Ontario Pension Plan Trust Fund824$55.0K
Fairfield, Bush & Co.700$47.0K
CX Institutional613$41.0K
Ahrens Investment Partners LLC600$40.0K
HHM Wealth Advisors, LLC400$27.0K
Heritage Financial Services, LLC369$24.0K
Steward Financial Group LLC332$22.0K
Joseph P. Lucia & Associates, LLC305$20.0K
Jones Financial Companies LLLP279$19.0K
Rockbridge Investment Management, LCC258$17.2K
Spectrum Management Group, LLC259$17.0K
Vectors Research Management, LLC216$14.0K
Charter Oak Capital Management, LLC200$13.0K
Global Wealth Management Investment Advisory, Inc.162$11.0K
Loomis Sayles & Co L P137$9.00K
Northern Oak Wealth Management Inc129$9.00K
Legacy CG, LLC107$7.00K
Field & Main Bank83$6.00K
GW&K Investment Management, LLC68$5.00K
HM Payson & Co41$3.00K
Sandy Spring Bank43$3.00K
Tfo-TDC, LLC27$2.00K
Wolff Wiese Magana LLC10$1.00K
Karlinski Andrew C9$1.00K
Whittier Trust Co of Nevada Inc1$0
ACG Wealth2$0
Avion Wealth1$0

Not filed for Q3 2022 yet (8)

Institutions that held Principal Financial Group Inc at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Advisor Partners LLC13,178$880.0K
HighPoint Advisor Group LLC7,204$478.0K
Coldstream Capital Management Inc5,775$385.0K
Glassy Mountain Advisors, Inc.3,000$200.0K
Bivin & Associates, Inc.304$20.0K
Fieldpoint Private Securities, LLC191$13.0K
Enterprise Trust & Investment Co124$8.00K
Private Capital Group, LLC5$0