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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 12,788 | $923.0K | 0.07% | +12,788 | New |
| Kiwi Wealth Investments Limited Partnership | 13,457 | $898.8K | 0.06% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 12,414 | $896.0K | 0.62% | −430−3.3% | Reduced |
| West Bancorporation Inc | 12,411 | $895.0K | 0.66% | −16−0.1% | Reduced |
| AlphaCrest Capital Management LLC | 12,263 | $885.0K | 0.05% | −13,409−52.2% | Reduced |
| WBI Investments | 12,107 | $873.0K | 0.25% | +2,607+27.4% | Added |
| New Mexico Educational Retirement Board | 12,054 | $870.0K | 0.05% | −1,400−10.4% | Reduced |
| Martin Capital Partners, LLC | 11,559 | $834.0K | 0.39% | +1,290+12.6% | Added |
| Quadrature Capital Ltd | 11,512 | $830.0K | 0.03% | +11,512 | New |
| Adams Wealth Management | 11,332 | $818.0K | 0.31% | −684−5.7% | Reduced |
| Everence Capital Management Inc | 11,170 | $806.0K | 0.07% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 10,953 | $790.0K | 0.27% | −122−1.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,929 | $789.0K | 0.18% | +5,814+113.7% | Added |
| Steward Partners Investment Advisory, LLC | 10,846 | $783.0K | 0.01% | +273+2.6% | Added |
| E. Ohman J:or Asset Management AB | 10,700 | $772.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 10,167 | $734.0K | 0.01% | +92+0.9% | Added |
| Holderness Investments Co | 10,159 | $733.0K | 0.33% | −36−0.4% | Reduced |
| DCM Advisors, LLC | 10,078 | $727.1K | 0.37% | −128−1.3% | Reduced |
| IFP Advisors, Inc | 12,573 | $721.0K | 0.02% | +346+2.8% | Added |
| Alpha Paradigm Partners, LLC | 9,835 | $710.0K | 0.31% | +2,854+40.9% | Added |
| Ausdal Financial Partners, Inc. | 9,831 | $709.0K | 0.11% | −192−1.9% | Reduced |
| Balentine LLC | 9,734 | $702.0K | 0.03% | −12,176−55.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,665 | $697.0K | 0.04% | −1,175−10.8% | Reduced |
| Gilbert & Cook, Inc. | 7,911 | $687.0K | 0.15% | −725−8.4% | Reduced |
| Bridgefront Capital, LLC | 9,430 | $680.0K | 0.70% | +9,430 | New |
| Banque Cantonale Vaudoise | 9,355 | $675.0K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9,215 | $665.0K | 0.02% | +9,215 | New |
| Obermeyer Wood Investment Counsel, LLLP | 9,168 | $661.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Umb Bank N A | 8,821 | $636.0K | 0.01% | −43−0.5% | Reduced |
| Impax Asset Management Group plc | 8,704 | $628.0K | 0.00% | −191−2.1% | Reduced |
| Miramar Capital, LLC | 6,975 | $624.0K | 0.17% | −4,600−39.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,609 | $621.0K | 0.02% | −783−8.3% | Reduced |
| 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 |
| 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 |
| Basepoint Wealth LLC | 8,401 | $606.2K | 0.65% | +118+1.4% | Added |
| Bayesian Capital Management, LP | 8,406 | $606.0K | 0.12% | +8,406 | New |
| Sunbelt Securities, Inc. | 8,343 | $602.0K | 0.13% | −400−4.6% | Reduced |
| Allstate Corp | 8,335 | $601.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,307 | $599.0K | 0.06% | +278+3.5% | Added |
| City State Bank | 8,263 | $596.0K | 0.42% | −200−2.4% | Reduced |
| SEI Investments Co | 8,165 | $589.0K | 0.00% | −381−4.5% | Reduced |
| United Capital Financial Advisers, LLC | 8,065 | $582.0K | 0.00% | −2,114−20.8% | Reduced |
| Atria Wealth Solutions, Inc. | 7,820 | $564.2K | 0.01% | +7,820 | New |
| Wolff Financial Management LLC | 7,815 | $563.0K | 0.26% | 00.0% | Unchanged |
| Proequities, Inc. | 7,759 | $560.0K | 0.05% | −157−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,749 | $559.1K | 0.06% | +7,749 | New |
| Prudential PLC | 7,678 | $554.0K | 0.01% | +860+12.6% | Added |
| Wetherby Asset Management Inc | 7,660 | $553.0K | 0.04% | −80−1.0% | Reduced |
| Western Wealth Management, LLC | 7,618 | $549.0K | 0.03% | +1,481+24.1% | Added |
| KC Investment Advisors, LLC | 7,464 | $539.0K | 0.47% | +856+13.0% | Added |
| GWM Advisors LLC | 7,358 | $531.0K | 0.01% | +976+15.3% | Added |
| My Legacy Advisors, LLC | 6,902 | $529.0K | 0.27% | +1,800+35.3% | Added |
| Allworth Financial LP | 7,324 | $528.0K | 0.01% | +1,470+25.1% | Added |
| Csenge Advisory Group | 7,286 | $526.0K | 0.04% | +242+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,219 | $521.0K | 0.03% | −460−6.0% | Reduced |
| Greenleaf Trust | 7,110 | $513.0K | 0.01% | +277+4.1% | Added |
| Palisade Asset Management, LLC | 7,050 | $509.0K | 0.07% | −200−2.8% | Reduced |
| Virtu Financial LLC | 7,032 | $507.0K | 0.05% | +7,032 | New |
| 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 |
| Johnson Investment Counsel Inc | 6,975 | $503.0K | 0.01% | +375+5.7% | Added |
| Forum Financial Management, LP | 6,879 | $496.0K | 0.02% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 6,800 | $491.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Cetera Advisors LLC | 6,778 | $489.0K | 0.01% | +726+12.0% | Added |
| Regions Financial Corp | 6,764 | $488.0K | 0.00% | +299+4.6% | Added |
| Mokosak Advisory Group, LLC | 6,679 | $482.0K | 0.24% | −318−4.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,660 | $480.0K | 0.12% | +2,550+62.0% | Added |
| Erste Asset Management GmbH | 6,700 | $478.5K | 0.01% | +900+15.5% | Added |
| Nicolet Bankshares Inc | 6,418 | $463.0K | 0.13% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,375 | $460.0K | 0.00% | −955−13.0% | Reduced |
| Trustmark National Bank Trust Department | 6,286 | $454.0K | 0.04% | +6,286 | New |
| 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 |
| Colony Group LLC | 6,076 | $438.0K | 0.01% | −3,711−37.9% | Reduced |
| Empirical Finance, LLC | 6,044 | $436.0K | 0.05% | +922+18.0% | Added |
| 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 |
| Two Sigma Securities, LLC | 5,999 | $433.0K | 0.06% | +5,999 | New |
| Arete Wealth Advisors, LLC | 5,963 | $430.0K | 0.04% | +4+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 5,889 | $425.0K | 0.01% | +60+1.0% | Added |
| 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 |
| Romano Brothers and Company | 5,628 | $406.0K | 0.07% | +5,628 | New |
| Assenagon Asset Management S.A. | 5,534 | $399.0K | 0.00% | −30,083−84.5% | Reduced |
| Waldron Private Wealth LLC | 5,530 | $398.0K | 0.02% | −6−0.1% | Reduced |
| First Hawaiian Bank | 5,410 | $390.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,380 | $388.0K | 0.01% | −325−5.7% | Reduced |
| Contravisory Investment Management, Inc. | 5,334 | $385.0K | 0.13% | 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 |
| Benin Management CORP | 5,200 | $375.0K | 0.16% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,148 | $371.0K | 0.03% | −412−7.4% | Reduced |