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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 410 | $30.0K | 0.01% | +5+1.2% | Added |
| WR Wealth Planners, LLC | 404 | $29.2K | 0.02% | +3+0.7% | Added |
| Riverview Trust Co | 396 | $29.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 405 | $29.0K | 0.01% | +55+15.7% | Added |
| MCF Advisors LLC | 394 | $28.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 386 | $27.9K | 0.02% | +186+93.0% | Added |
| Marquette Asset Management, LLC | 368 | $27.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 379 | $27.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $27.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 364 | $27.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $26.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 365 | $26.0K | 0.01% | +3+0.8% | Added |
| Schubert & Co | 357 | $26.0K | 0.02% | +13+3.8% | Added |
| WFA Asset Management Corp | 353 | $25.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 346 | $25.0K | 0.00% | +340+5,666.7% | Added |
| Financial Perspectives, Inc | 341 | $24.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 301 | $24.0K | 0.00% | +3+1.0% | Added |
| Gradient Investments LLC | 339 | $24.0K | 0.00% | +67+24.6% | Added |
| Caldwell Trust Co | 322 | $23.2K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $23.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 321 | $23.0K | 0.02% | +321 | New |
| HighMark Wealth Management LLC | 310 | $22.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 302 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 299 | $22.0K | 0.00% | +24+8.7% | Added |
| Halpern Financial, Inc. | 296 | $21.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 290 | $21.0K | 0.00% | −202−41.1% | Reduced |
| First Community Trust NA | 293 | $21.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 272 | $20.0K | 0.00% | +5+1.9% | Added |
| Kistler-Tiffany Companies, LLC | 270 | $19.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 259 | $19.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 270 | $19.0K | 0.00% | +49+22.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 263 | $18.0K | 0.00% | +1+0.4% | Added |
| First Manhattan Co | 256 | $18.0K | 0.00% | +158+161.2% | Added |
| Zullo Investment Group, Inc. | 235 | $17.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 242 | $17.0K | 0.00% | +118+95.2% | Added |
| Lazard Asset Management LLC | 248 | $17.0K | 0.00% | +218+726.7% | Added |
| Bellwether Advisors, LLC | 237 | $17.0K | 0.01% | +237 | New |
| Pittenger & Anderson Inc | 215 | $16.0K | 0.00% | −227−51.4% | Reduced |
| Zions Bancorporation, N.A. | 227 | $16.0K | 0.00% | −21−8.5% | Reduced |
| Key Financial Inc | 219 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 224 | $16.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $15.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 212 | $15.0K | 0.00% | +11+5.5% | Added |
| GHP Investment Advisors, Inc. | 203 | $15.0K | 0.00% | +91+81.3% | Added |
| Smithfield Trust Co | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 199 | $14.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $14.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 197 | $14.0K | 0.01% | +197 | New |
| Gibson Wealth Advisors LLC | 174 | $13.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 177 | $13.0K | 0.00% | +67+60.9% | Added |
| Peregrine Capital Management LLC | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 166 | $12.0K | 0.00% | +166 | New |
| Global Retirement Partners, LLC | 128 | $11.0K | 0.00% | −28,849−99.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 147 | $11.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 150 | $11.0K | 0.00% | +29+24.0% | Added |
| Spire Wealth Management | 152 | $11.0K | 0.00% | +140+1,166.7% | Added |
| Blue Bell Private Wealth Management, LLC | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 137 | $10.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 124 | $9.00K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 108 | $8.00K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 110 | $8.00K | 0.00% | +110 | New |
| Beacon Capital Management, LLC | 122 | $8.00K | 0.00% | +122 | New |
| Clearstead Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 97 | $7.00K | 0.00% | +97 | New |
| Ogorek Anthony Joseph | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 78 | $6.00K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 82 | $6.00K | 0.00% | +78+1,950.0% | Added |
| Ancora Advisors, LLC | 90 | $6.00K | 0.00% | +90 | New |
| Canada Pension Plan Investment Board | 79 | $5.00K | 0.00% | −196,821−100.0% | Reduced |
| McIlrath & Eck, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 63 | $5.00K | 0.00% | +63 | New |
| EdgeRock Capital LLC | 64 | $5.00K | 0.00% | +64 | New |
| PFG Private Wealth Management, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $3.17K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $3.00K | 0.00% | −5−11.9% | Reduced |
| Disciplined Investments, LLC | 37 | $3.00K | 0.00% | +1+2.8% | Added |
| Piscataqua Savings Bank | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $2.96K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 35 | $2.00K | 0.00% | −2−5.4% | Reduced |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | +24+240.0% | Added |
| Cambridge Trust Co | 23 | $2.00K | 0.00% | +23 | New |
| American National Bank | 22 | $2.00K | 0.00% | +22 | New |
| Householder Group Estate & Retirement Specialist, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Tucker Asset Management LLC | 18 | $1.59K | 0.00% | 00.0% | Unchanged |