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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 5,082 | $367.0K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,100 | $368.0K | 0.10% | −3,900−43.3% | Reduced |
| CWA Asset Management Group, LLC | 5,119 | $369.0K | 0.04% | −180−3.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,112 | $369.0K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 5,128 | $370.0K | 0.01% | +5,128 | New |
| Geneos Wealth Management Inc. | 5,148 | $371.0K | 0.03% | −412−7.4% | Reduced |
| Benin Management CORP | 5,200 | $375.0K | 0.16% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,233 | $378.0K | 0.02% | −49−0.9% | Reduced |
| Summit X, LLC | 5,293 | $378.0K | 0.11% | +103+2.0% | Added |
| Contravisory Investment Management, Inc. | 5,334 | $385.0K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,380 | $388.0K | 0.01% | −325−5.7% | Reduced |
| First Hawaiian Bank | 5,410 | $390.0K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,530 | $398.0K | 0.02% | −6−0.1% | Reduced |
| Assenagon Asset Management S.A. | 5,534 | $399.0K | 0.00% | −30,083−84.5% | Reduced |
| Romano Brothers and Company | 5,628 | $406.0K | 0.07% | +5,628 | New |
| Lake Street Financial LLC | 5,722 | $413.0K | 0.10% | −366−6.0% | Reduced |
| TCWP LLC | 5,728 | $413.0K | 0.09% | +525+10.1% | Added |
| Buckingham Strategic Wealth, LLC | 5,889 | $425.0K | 0.01% | +60+1.0% | Added |
| Arete Wealth Advisors, LLC | 5,963 | $430.0K | 0.04% | +4+0.1% | Added |
| Two Sigma Securities, LLC | 5,999 | $433.0K | 0.06% | +5,999 | New |
| Hilltop Holdings Inc. | 6,027 | $435.0K | 0.06% | +163+2.8% | Added |
| Beacon Pointe Advisors, LLC | 6,042 | $435.0K | 0.01% | +286+5.0% | Added |
| Empirical Finance, LLC | 6,044 | $436.0K | 0.05% | +922+18.0% | Added |
| Colony Group LLC | 6,076 | $438.0K | 0.01% | −3,711−37.9% | Reduced |
| Archford Capital Strategies, LLC | 6,241 | $450.0K | 0.12% | +178+2.9% | Added |
| Rockefeller Capital Management L.P. | 6,244 | $450.0K | 0.00% | +632+11.3% | Added |
| Trustmark National Bank Trust Department | 6,286 | $454.0K | 0.04% | +6,286 | New |
| Fifth Third Bancorp | 6,375 | $460.0K | 0.00% | −955−13.0% | Reduced |
| Nicolet Bankshares Inc | 6,418 | $463.0K | 0.13% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 6,700 | $478.5K | 0.01% | +900+15.5% | Added |
| Sompo Asset Management Co., Ltd. | 6,660 | $480.0K | 0.12% | +2,550+62.0% | Added |
| Mokosak Advisory Group, LLC | 6,679 | $482.0K | 0.24% | −318−4.5% | Reduced |
| Regions Financial Corp | 6,764 | $488.0K | 0.00% | +299+4.6% | Added |
| Cetera Advisors LLC | 6,778 | $489.0K | 0.01% | +726+12.0% | Added |
| UBP Investment Advisors SA | 6,829 | $490.0K | 0.25% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 7,343 | $490.0K | 0.04% | +787+12.0% | Added |
| Jmac Enterprises LLC | 6,800 | $491.0K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,879 | $496.0K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,975 | $503.0K | 0.01% | +375+5.7% | Added |
| Twin Capital Management Inc | 7,006 | $505.0K | 0.07% | −12,929−64.9% | Reduced |
| Cookson Peirce & Co Inc | 7,006 | $505.0K | 0.04% | +718+11.4% | Added |
| Virtu Financial LLC | 7,032 | $507.0K | 0.05% | +7,032 | New |
| Palisade Asset Management, LLC | 7,050 | $509.0K | 0.07% | −200−2.8% | Reduced |
| Greenleaf Trust | 7,110 | $513.0K | 0.01% | +277+4.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,219 | $521.0K | 0.03% | −460−6.0% | Reduced |
| Csenge Advisory Group | 7,286 | $526.0K | 0.04% | +242+3.4% | Added |
| Allworth Financial LP | 7,324 | $528.0K | 0.01% | +1,470+25.1% | Added |
| My Legacy Advisors, LLC | 6,902 | $529.0K | 0.27% | +1,800+35.3% | Added |
| GWM Advisors LLC | 7,358 | $531.0K | 0.01% | +976+15.3% | Added |
| KC Investment Advisors, LLC | 7,464 | $539.0K | 0.47% | +856+13.0% | Added |
| Western Wealth Management, LLC | 7,618 | $549.0K | 0.03% | +1,481+24.1% | Added |
| Wetherby Asset Management Inc | 7,660 | $553.0K | 0.04% | −80−1.0% | Reduced |
| Prudential PLC | 7,678 | $554.0K | 0.01% | +860+12.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,749 | $559.1K | 0.06% | +7,749 | New |
| Proequities, Inc. | 7,759 | $560.0K | 0.05% | −157−2.0% | Reduced |
| Wolff Financial Management LLC | 7,815 | $563.0K | 0.26% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,820 | $564.2K | 0.01% | +7,820 | New |
| United Capital Financial Advisers, LLC | 8,065 | $582.0K | 0.00% | −2,114−20.8% | Reduced |
| SEI Investments Co | 8,165 | $589.0K | 0.00% | −381−4.5% | Reduced |
| City State Bank | 8,263 | $596.0K | 0.42% | −200−2.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,307 | $599.0K | 0.06% | +278+3.5% | Added |
| Federated Hermes, Inc. | 8,320 | $600.0K | 0.00% | −671−7.5% | Reduced |
| Carret Asset Management, LLC | 8,316 | $600.0K | 0.09% | 00.0% | Unchanged |
| Allstate Corp | 8,335 | $601.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,343 | $602.0K | 0.13% | −400−4.6% | Reduced |
| Bayesian Capital Management, LP | 8,406 | $606.0K | 0.12% | +8,406 | New |
| Basepoint Wealth LLC | 8,401 | $606.2K | 0.65% | +118+1.4% | Added |
| Burney Co | 8,484 | $612.0K | 0.03% | −1,358−13.8% | Reduced |
| Argent Trust Co | 8,482 | $612.0K | 0.04% | +3,679+76.6% | Added |
| Savant Capital, LLC | 8,570 | $618.0K | 0.02% | −244−2.8% | Reduced |
| Kinneret Advisory, LLC | 8,559 | $618.0K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,609 | $621.0K | 0.02% | −783−8.3% | Reduced |
| Miramar Capital, LLC | 6,975 | $624.0K | 0.17% | −4,600−39.7% | Reduced |
| Impax Asset Management Group plc | 8,704 | $628.0K | 0.00% | −191−2.1% | Reduced |
| Umb Bank N A | 8,821 | $636.0K | 0.01% | −43−0.5% | Reduced |
| V Wealth Advisors LLC | 8,995 | $649.0K | 0.13% | +304+3.5% | Added |
| Verition Fund Management LLC | 9,000 | $649.0K | 0.01% | +9,000 | New |
| Obermeyer Wood Investment Counsel, LLLP | 9,168 | $661.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9,215 | $665.0K | 0.02% | +9,215 | New |
| Banque Cantonale Vaudoise | 9,355 | $675.0K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 9,430 | $680.0K | 0.70% | +9,430 | New |
| Gilbert & Cook, Inc. | 7,911 | $687.0K | 0.15% | −725−8.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,665 | $697.0K | 0.04% | −1,175−10.8% | Reduced |
| Balentine LLC | 9,734 | $702.0K | 0.03% | −12,176−55.6% | Reduced |
| Ausdal Financial Partners, Inc. | 9,831 | $709.0K | 0.11% | −192−1.9% | Reduced |
| Alpha Paradigm Partners, LLC | 9,835 | $710.0K | 0.31% | +2,854+40.9% | Added |
| IFP Advisors, Inc | 12,573 | $721.0K | 0.02% | +346+2.8% | Added |
| DCM Advisors, LLC | 10,078 | $727.1K | 0.37% | −128−1.3% | Reduced |
| Holderness Investments Co | 10,159 | $733.0K | 0.33% | −36−0.4% | Reduced |
| CWM, LLC | 10,167 | $734.0K | 0.01% | +92+0.9% | Added |
| E. Ohman J:or Asset Management AB | 10,700 | $772.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,846 | $783.0K | 0.01% | +273+2.6% | Added |
| Sound View Wealth Advisors Group, LLC | 10,929 | $789.0K | 0.18% | +5,814+113.7% | Added |
| Plimoth Trust Co LLC | 10,953 | $790.0K | 0.27% | −122−1.1% | Reduced |
| Everence Capital Management Inc | 11,170 | $806.0K | 0.07% | 00.0% | Unchanged |
| Adams Wealth Management | 11,332 | $818.0K | 0.31% | −684−5.7% | Reduced |
| Quadrature Capital Ltd | 11,512 | $830.0K | 0.03% | +11,512 | New |
| Martin Capital Partners, LLC | 11,559 | $834.0K | 0.39% | +1,290+12.6% | Added |
| New Mexico Educational Retirement Board | 12,054 | $870.0K | 0.05% | −1,400−10.4% | Reduced |
| WBI Investments | 12,107 | $873.0K | 0.25% | +2,607+27.4% | Added |