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, Q3 2022
Institutional positions in Principal Financial Group Inc as of Sep 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
- 707
- +24 vs. Q2 2022
- Shares held
- 184.8M
- −3.73M (−2.0%) vs. Q2 2022
- Total value
- $13.3B
- +$758.4M (+6.0%) vs. Q2 2022
- New holders
- 81
- 227 more added
- Sold out
- 57
- 246 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MCF Advisors LLC | 394 | $28.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $29.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 405 | $29.0K | 0.01% | +55+15.7% | Added |
| WR Wealth Planners, LLC | 404 | $29.2K | 0.02% | +3+0.7% | Added |
| Bell Investment Advisors, Inc | 410 | $30.0K | 0.01% | +5+1.2% | Added |
| Assetmark, Inc | 432 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 452 | $32.0K | 0.01% | +2+0.4% | Added |
| TD Private Client Wealth LLC | 455 | $32.8K | 0.00% | +72+18.8% | Added |
| Pacer Advisors, Inc. | 473 | $34.0K | 0.00% | −4,245−90.0% | Reduced |
| Glassman Wealth Services | 472 | $34.0K | 0.01% | −41−8.0% | Reduced |
| O'Dell Group, LLC | 465 | $34.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 488 | $35.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 486 | $35.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 513 | $37.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 514 | $37.1K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $37.8K | 0.02% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $39.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 554 | $39.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 550 | $40.0K | 0.11% | +550 | New |
| Sutton Wealth Advisors Inc. | 566 | $40.8K | 0.02% | −65−10.3% | Reduced |
| Sit Investment Associates Inc | 575 | $41.0K | 0.00% | −497−46.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 583 | $42.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 574 | $42.0K | 0.01% | +14+2.5% | Added |
| Plante Moran Financial Advisors, LLC | 595 | $43.0K | 0.01% | +111+22.9% | Added |
| First Command Bank | 628 | $45.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $45.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 652 | $47.0K | 0.01% | −253−28.0% | Reduced |
| DuPont Capital Management Corp | 657 | $47.0K | 0.00% | −163−19.9% | Reduced |
| Parkside Financial Bank & Trust | 661 | $47.0K | 0.02% | −58−8.1% | Reduced |
| City Holding Co | 672 | $48.0K | 0.01% | −6−0.9% | Reduced |
| Clean Yield Group | 659 | $48.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 665 | $48.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 959 | $48.0K | 0.04% | +296+44.6% | Added |
| Strategic Asset Management, LLC | 670 | $48.0K | 0.08% | +360+116.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 676 | $49.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 680 | $49.0K | 0.01% | +80+13.3% | Added |
| Hexagon Capital Partners LLC | 705 | $51.0K | 0.02% | +338+92.1% | Added |
| Stephens Consulting, LLC | 725 | $52.3K | 0.05% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 757 | $54.0K | 0.05% | +757 | New |
| Burleson & Company, LLC | 785 | $57.0K | 0.01% | +100+14.6% | Added |
| Johnson Financial Group, Inc. | 665 | $59.0K | 0.01% | −239−26.4% | Reduced |
| Desjardins Global Asset Management Inc. | 842 | $60.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 867 | $63.0K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 960 | $69.0K | 0.01% | −21−2.1% | Reduced |
| First Financial Corp | 955 | $69.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $69.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 971 | $70.0K | 0.01% | 00.0% | Unchanged |
| Motco | 994 | $72.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,017 | $73.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,010 | $73.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,034 | $74.6K | 0.00% | +522+102.0% | Added |
| TCI Wealth Advisors, Inc. | 1,054 | $76.0K | 0.01% | −205−16.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,132 | $76.0K | 0.00% | +865+324.0% | Added |
| Harbor Investment Advisory, LLC | 1,076 | $78.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,152 | $83.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,203 | $87.0K | 0.00% | +620+106.3% | Added |
| Covestor Ltd | 1,235 | $89.0K | 0.08% | −269−17.9% | Reduced |
| Covington Capital Management | 1,237 | $89.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,255 | $91.0K | 0.04% | +1,255 | New |
| Ameliora Wealth Management Ltd. | 1,199 | $91.0K | 0.05% | +1,199 | New |
| Iron Horse Wealth Management, LLC | 1,278 | $92.0K | 0.13% | −2,676−67.7% | Reduced |
| AdvisorNet Financial, Inc | 1,282 | $92.0K | 0.01% | +50+4.1% | Added |
| Tobam | 1,304 | $94.0K | 0.01% | −956−42.3% | Reduced |
| FinTrust Capital Advisors, LLC | 1,191 | $95.0K | 0.02% | −439−26.9% | Reduced |
| Sentry Investment Management LLC | 1,333 | $96.0K | 0.05% | −333−20.0% | Reduced |
| Quent Capital, LLC | 1,336 | $96.0K | 0.02% | +510+61.7% | Added |
| JFS Wealth Advisors, LLC | 1,345 | $97.0K | 0.01% | +44+3.4% | Added |
| TCTC Holdings, LLC | 1,380 | $99.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $100.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $100.4K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,402 | $101.0K | 0.01% | +1,402 | New |
| Central Trust Co | 1,428 | $103.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,458 | $105.0K | 0.03% | −381−20.7% | Reduced |
| MBM Wealth Consultants, LLC | 1,408 | $106.0K | 0.05% | +382+37.2% | Added |
| JNBA Financial Advisors | 1,568 | $113.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,570 | $113.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,578 | $114.0K | 0.05% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,700 | $123.0K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,747 | $126.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,631 | $129.0K | 0.07% | +1+0.1% | Added |
| Denali Advisors LLC | 1,800 | $130.0K | 0.06% | +1,500+500.0% | Added |
| AIA Group Ltd | 1,848 | $133.0K | 0.01% | −1,138−38.1% | Reduced |
| West Financial Advisors, LLC | 1,862 | $134.0K | 0.04% | +194+11.6% | Added |
| AlphaCentric Advisors LLC | 1,909 | $138.0K | 0.14% | +1,909 | New |
| Huntington National Bank | 1,945 | $140.0K | 0.00% | +67+3.6% | Added |
| Optimum Investment Advisors | 1,950 | $141.0K | 0.08% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,990 | $144.0K | 0.17% | +1,990 | New |
| Harbour Investments, Inc. | 2,184 | $146.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,080 | $150.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,089 | $151.0K | 0.01% | −133−6.0% | Reduced |
| First Horizon Advisors, Inc. | 2,138 | $154.0K | 0.01% | +1,405+191.7% | Added |
| Quadrant Capital Group LLC | 2,200 | $159.0K | 0.02% | −566−20.5% | Reduced |
| Meeder Asset Management Inc | 2,232 | $161.0K | 0.01% | −185−7.7% | Reduced |
| Wipfli Financial Advisors LLC, | 2,258 | $163.0K | 0.01% | +2,258 | New |
| Longfellow Investment Management Co LLC | 2,289 | $165.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,288 | $165.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,288 | $165.1K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 2,410 | $174.0K | 0.09% | +6+0.2% | Added |
| TSFG, LLC | 2,479 | $179.0K | 0.08% | −28−1.1% | Reduced |