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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 2,775 | $200.0K | 0.02% | +2,775 | New |
| Sageworth Trust Co | 2,577 | $186.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,559 | $185.0K | 0.01% | −763−23.0% | Reduced |
| Whittier Trust Co | 2,555 | $184.0K | 0.00% | +18+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,521 | $182.0K | 0.00% | +11+0.4% | Added |
| TSFG, LLC | 2,479 | $179.0K | 0.08% | −28−1.1% | Reduced |
| Syverson Strege & Co | 2,410 | $174.0K | 0.09% | +6+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,288 | $165.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wipfli Financial Advisors LLC, | 2,258 | $163.0K | 0.01% | +2,258 | New |
| Meeder Asset Management Inc | 2,232 | $161.0K | 0.01% | −185−7.7% | Reduced |
| Quadrant Capital Group LLC | 2,200 | $159.0K | 0.02% | −566−20.5% | Reduced |
| First Horizon Advisors, Inc. | 2,138 | $154.0K | 0.01% | +1,405+191.7% | Added |
| Parallel Advisors, LLC | 2,089 | $151.0K | 0.01% | −133−6.0% | Reduced |
| Tompkins Financial Corp | 2,080 | $150.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,184 | $146.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,990 | $144.0K | 0.17% | +1,990 | New |
| Optimum Investment Advisors | 1,950 | $141.0K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 1,945 | $140.0K | 0.00% | +67+3.6% | Added |
| AlphaCentric Advisors LLC | 1,909 | $138.0K | 0.14% | +1,909 | New |
| West Financial Advisors, LLC | 1,862 | $134.0K | 0.04% | +194+11.6% | Added |
| AIA Group Ltd | 1,848 | $133.0K | 0.01% | −1,138−38.1% | Reduced |
| Denali Advisors LLC | 1,800 | $130.0K | 0.06% | +1,500+500.0% | Added |
| Accel Wealth Management | 1,631 | $129.0K | 0.07% | +1+0.1% | Added |
| Silvant Capital Management LLC | 1,747 | $126.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,700 | $123.0K | 0.05% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,578 | $114.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| MBM Wealth Consultants, LLC | 1,408 | $106.0K | 0.05% | +382+37.2% | Added |
| Deseret Mutual Benefit Administrators | 1,458 | $105.0K | 0.03% | −381−20.7% | Reduced |
| Central Trust Co | 1,428 | $103.0K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,402 | $101.0K | 0.01% | +1,402 | New |
| Laffer Tengler Investments | 1,392 | $100.4K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $100.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,380 | $99.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,345 | $97.0K | 0.01% | +44+3.4% | Added |
| 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 |
| FinTrust Capital Advisors, LLC | 1,191 | $95.0K | 0.02% | −439−26.9% | Reduced |
| Tobam | 1,304 | $94.0K | 0.01% | −956−42.3% | Reduced |
| 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 |
| 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 |
| Covestor Ltd | 1,235 | $89.0K | 0.08% | −269−17.9% | Reduced |
| Covington Capital Management | 1,237 | $89.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,203 | $87.0K | 0.00% | +620+106.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,152 | $83.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,076 | $78.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 1,034 | $74.6K | 0.00% | +522+102.0% | Added |
| 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 |
| Motco | 994 | $72.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 971 | $70.0K | 0.01% | 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 |
| Level Financial Advisors, Inc. | 867 | $63.0K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 842 | $60.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 665 | $59.0K | 0.01% | −239−26.4% | Reduced |
| Burleson & Company, LLC | 785 | $57.0K | 0.01% | +100+14.6% | Added |
| McClarren Financial Advisors, Inc. | 757 | $54.0K | 0.05% | +757 | New |
| Stephens Consulting, LLC | 725 | $52.3K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 705 | $51.0K | 0.02% | +338+92.1% | 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 |
| 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 |
| 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 |
| First Command Bank | 628 | $45.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $45.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 595 | $43.0K | 0.01% | +111+22.9% | Added |
| 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 |
| Sit Investment Associates Inc | 575 | $41.0K | 0.00% | −497−46.4% | Reduced |
| Sutton Wealth Advisors Inc. | 566 | $40.8K | 0.02% | −65−10.3% | Reduced |
| Neo Ivy Capital Management | 550 | $40.0K | 0.11% | +550 | New |
| Stilwell Value LLC | 547 | $39.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 554 | $39.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $37.8K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 514 | $37.1K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 513 | $37.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $36.0K | 0.02% | 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 |
| 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 |
| TD Private Client Wealth LLC | 455 | $32.8K | 0.00% | +72+18.8% | Added |
| Hudock, Inc. | 452 | $32.0K | 0.01% | +2+0.4% | Added |
| Assetmark, Inc | 432 | $31.0K | 0.00% | 00.0% | Unchanged |