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Livermore
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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.

Q4 2022 vs. Q3 2022

How the institutions holding Principal Financial Group Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of PFG: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders70712784+89
Shares184.8M557.1K184.7M+447.4K (+0.2%)
Value$13.3B$40.2M$15.5B+$2.20B (+16.5%)

12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (137)

Institutions that held Principal Financial Group Inc at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 137 by value.

Institutions new to PFG in Q4 2022
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd272,774$22.9M0.14%
Twinbeech Capital LP235,930$19.8M0.38%
Healthcare of Ontario Pension Plan Trust Fund207,000$17.4M0.09%
AustralianSuper Pty Ltd151,017$12.7M0.09%
Man Group plc143,920$12.1M0.04%
Marshall Wace, LLP113,594$9.53M0.02%
Caisse de Depot Et Placement du Quebec59,296$4.98M0.02%
Dynamic Technology Lab Private Ltd57,146$4.80M0.48%
Cyndeo Wealth Partners, LLC51,023$4.28M0.50%
Occudo Quantitative Strategies LP42,101$3.53M0.41%
Teamwork Financial Advisors, LLC41,930$3.52M0.71%
Worldquant Millennium Advisors LLC38,660$3.24M0.07%
Jefferies Financial Group Inc.35,663$2.99M0.05%
Engineers Gate Manager LP35,552$2.98M0.18%
CI Private Wealth, LLC31,653$2.66M0.01%
Van Eck Associates Corp31,265$2.62M0.01%
ExodusPoint Capital Management, LP30,425$2.55M0.04%
La Banque Postale Asset Management SA29,988$2.52M0.07%
B.O.S.S. Retirement Advisors, LLC23,698$1.99M0.51%
Holocene Advisors, LP19,707$1.65M0.01%
Maryland State Retirement & Pension System19,249$1.62M0.05%
Headlands Technologies LLC17,590$1.48M1.17%
Investment Management Corp of Ontario16,103$1.35M0.07%
Syntal Capital Partners, LLC15,918$1.34M0.53%
Renaissance Technologies LLC15,822$1.33M0.00%
Pearl River Capital, LLC11,833$993.0K0.17%
Gladstone Institutional Advisory LLC10,928$917.1K0.06%
Park Edge Advisors, LLC10,891$914.0K0.40%
Virtus ETF Advisers LLC9,801$822.5K0.43%
Friedenthal Financial8,921$749.0K0.52%
FORA Capital, LLC8,858$743.4K0.12%
Empowered Funds, LLC8,837$741.6K0.05%
Allstate Investment Management Co8,335$699.5K0.02%
HRT Financial LP8,260$693.0K0.01%
Campbell & CO Investment Adviser LLC8,170$685.6K0.16%
Quantinno Capital Management LP7,763$651.0K0.05%
Burns Matteson Capital Management, LLC7,645$641.6K0.43%
Argonautica Private Wealth Management, Inc7,122$597.7K0.31%
Integrated Wealth Concepts LLC6,899$579.0K0.02%
Meiji Yasuda Life Insurance Co6,540$549.0K0.01%
Bleakley Financial Group, LLC6,220$522.0K0.02%
Coldstream Capital Management Inc5,961$500.2K0.02%
Merit Financial Group, LLC5,781$485.2K0.02%
Great Diamond Partners, LLC5,596$469.6K0.14%
Heartland Bank & Trust Co5,508$462.2K0.34%
Quantitative Investment Management, LLC5,428$455.0K0.09%
Caliber Wealth Management, LLC5,312$445.8K0.34%
Graham Capital Management, L.P.5,286$443.6K0.02%
Agf Management Ltd5,224$438.4K0.00%
Prime Capital Investment Advisors, LLC4,694$393.9K0.01%
Verdence Capital Advisors LLC4,561$382.7K0.05%
TownSquare Capital, LLC4,514$378.8K0.01%
Lincoln National Corp4,463$374.6K0.01%
FDx Advisors, Inc.4,162$349.0K0.02%
Centiva Capital, LP4,051$340.0K0.03%
WESPAC Advisors, LLC3,970$333.2K0.58%
Prossimo Advisors, LLC3,900$327.0K0.76%
Olistico Wealth, LLC3,778$317.0K0.34%
Echo Street Capital Management LLC3,721$312.3K0.00%
Keeler & Nadler Financial Planning & Wealth Management3,575$300.0K0.27%
DoubleLine ETF Adviser LP3,221$270.3K0.14%
ING Groep NV3,208$269.2K0.00%
Comerica Securities,inc.3,170$266.0K0.02%
HB Wealth Management, LLC3,147$264.1K0.00%
Astoria Portfolio Advisors LLC.2,987$262.7K0.12%
CenterBook Partners LP3,095$259.7K0.04%
IHT Wealth Management, LLC3,085$258.9K0.02%
Affinity Wealth Management LLC3,073$257.9K0.06%
Glassy Mountain Advisors, Inc.3,000$251.8K0.14%
Lane & Associates LLC2,950$247.6K0.23%
Brookstone Capital Management2,817$246.4K0.00%
Orion Portfolio Solutions, LLC2,876$241.4K0.01%
Sather Financial Group Inc2,754$231.1K0.02%
Leavell Investment Management, Inc.2,730$229.0K0.02%
VisionPoint Advisory Group, LLC2,462$229.0K0.09%
Stock Yards Bank & Trust Co2,716$228.0K0.01%
Trust Asset Management LLC2,673$224.3K0.03%
WealthPLAN Partners, LLC2,427$223.2K0.02%
Meeder Advisory Services, Inc.2,655$222.8K0.03%
Brighton Jones LLC2,627$220.4K0.01%
First National Trust Co2,606$218.7K0.01%
Profund Advisors LLC2,586$217.0K0.01%
Rothschild Investment Corp2,580$217.0K0.02%
Moody National Bank Trust Division2,582$217.0K0.02%
Axxcess Wealth Management, LLC2,578$216.3K0.02%
Wesbanco Bank Inc2,557$215.0K0.01%
Patriot Financial Group Insurance Agency, LLC2,553$214.2K0.05%
Ashton Thomas Private Wealth, LLC2,541$213.2K0.02%
Fund Management at Engine No. 1 LLC2,506$210.3K0.05%
NJ State Employees Deferred Compensation Plan2,500$209.8K0.03%
Wedmont Private Capital2,392$209.2K0.03%
S&CO Inc2,500$209.0K0.02%
Resurgent Financial Advisors LLC2,482$208.3K0.11%
RIA Advisory Group LLC3,042$204.6K0.12%
Sawtooth Solutions, LLC2,425$203.5K0.03%
Independent Wealth Network Inc.2,423$203.3K0.14%
Hunter Associates Investment Management LLC2,411$201.0K0.05%
BI Asset Management Fondsmaeglerselskab A/S2,215$186.0K0.00%
Koesten, Hirschmann & Crabtree, INC.1,296$108.8K0.09%
Capital Directions Investment Advisors, LLC947$79.5K0.03%

Sold out (48)

Institutions that held Principal Financial Group Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of PFG in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Kempen Capital Management N.V.164,415$11.9M
Artemis Investment Management LLP85,239$6.15M
Mirabella Financial Services LLP55,768$3.98M
Voloridge Investment Management, LLC41,802$3.02M
Edmp, Inc.38,752$2.80M
Weiss Asset Management LP37,525$2.71M
Jump Financial, LLC27,709$2.00M
Alberta Investment Management Corp18,942$1.37M
Oppenheimer Asset Management Inc.14,619$1.05M
Kiwi Wealth Investments Limited Partnership13,457$898.8K
AlphaCrest Capital Management LLC12,263$885.0K
WBI Investments12,107$873.0K
Quadrature Capital Ltd11,512$830.0K
DCM Advisors, LLC10,078$727.1K
Bridgefront Capital, LLC9,430$680.0K
V Wealth Advisors LLC8,995$649.0K
Bayesian Capital Management, LP8,406$606.0K
Cookson Peirce & Co Inc7,006$505.0K
Arete Wealth Advisors, LLC5,963$430.0K
First Hawaiian Bank5,410$390.0K
Wolverine Trading, LLC4,464$319.0K
Independent Advisor Alliance4,076$294.0K
Mutual Advisors, LLC3,739$270.0K
Premier Asset Management LLC3,650$264.0K
Sunflower Bank, N.A.3,645$263.0K
CenterStar Asset Management, LLC–$254.0K
Aquatic Capital Management LLC3,500$253.0K
OPSEU Pension Plan Trust Fund3,200$237.0K
PEAK6 Investments LLC3,291$237.0K
Inlet Private Wealth, LLC3,237$234.0K
Eudaimonia Partners, LLC3,114$225.0K
RFG Advisory, LLC2,382$216.0K
Pinnacle Financial Partners Inc2,838$205.0K
BCGM Wealth Management, LLC2,340$203.0K
Longfellow Investment Management Co LLC2,289$165.0K
Meeder Asset Management Inc2,232$161.0K
Standard Family Office LLC1,700$123.0K
Neo Ivy Capital Management550$40.0K
Kayne Anderson Rudnick Investment Management LLC486$35.0K
O'Dell Group, LLC465$34.0K
Hudock, Inc.452$32.0K
Bellwether Advisors, LLC237$17.0K
Pittenger & Anderson Inc215$16.0K
Blue Bell Private Wealth Management, LLC134$10.0K
Selective Wealth Management, Inc.110$8.00K
EdgeRock Capital LLC64$5.00K
Cambridge Trust Co23$2.00K
Evoke Wealth, LLC28$2.00K

Not filed for Q4 2022 yet (12)

Institutions that held Principal Financial Group Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management339,922$24.5M
Jefferies Group LLC164,200$11.8M
Regentatlantic Capital LLC23,252$1.68M
Corient Capital Partners, LLC7,343$490.0K
UBP Investment Advisors SA6,829$490.0K
Redpoint Investment Management Pty Ltd5,112$369.0K
55I, LLC3,251$234.0K
Wipfli Financial Advisors LLC,2,258$163.0K
NuWave Investment Management, LLC1,990$144.0K
Covington Capital Management1,237$89.0K
American Portfolios Advisors1,034$74.6K
Strategic Asset Management, LLC670$48.0K