Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2022

Institutional positions in Principal Financial Group Inc as of Dec 31, 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
784
+89 vs. Q3 2022
Shares held
184.7M
+447.4K (+0.2%) vs. Q3 2022
Total value
$15.5B
+$2.20B (+16.5%) vs. Q3 2022
New holders
137
275 more added
Sold out
48
234 more reduced

12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 784 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ4 2022: $15.5B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$11.4B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2022.

Institutions holding PFG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Canada Pension Plan Investment Board1$840.00%−78−98.7%Reduced
Tfo-TDC, LLC2$2840.00%+2New
Addison Advisors LLC5$4200.00%00.0%Unchanged
Rosenberg Matthew Hamilton5$4200.00%+5New
Prestige Wealth Management Group LLC7$5870.00%00.0%Unchanged
New Millennium Group LLC10$8390.00%−127−92.7%Reduced
Ogorek Anthony Joseph12$1.00K0.00%−78−86.7%Reduced
Penserra Capital Management LLC14$1.00K0.00%+14New
North Star Investment Management Corp.12$1.01K0.00%+12New
Larson Financial Group LLC12$1.01K0.00%+12New
Tucker Asset Management LLC18$1.54K0.00%00.0%Unchanged
West Paces Advisors Inc.19$1.59K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.68K0.00%+20New
American National Bank22$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC29$2.43K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC30$2.52K0.00%+30New
TFC Financial Management32$2.71K0.00%00.0%Unchanged
Antonetti Capital Management LLC33$2.80K0.00%−167−83.5%Reduced
Piscataqua Savings Bank35$2.94K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.35$2.94K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1,226$3.00K0.00%+1,192+3,505.9%Added
Householder Group Estate & Retirement Specialist, LLC41$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc37$3.10K0.00%00.0%Unchanged
Horan Securities, Inc.40$3.36K0.00%00.0%Unchanged
FWL Investment Management, LLC40$3.36K0.00%+40New
Disciplined Investments, LLC41$3.44K0.00%+4+10.8%Added
Raffa Wealth Management, LLC41$3.44K0.00%00.0%Unchanged
Abound Wealth Management41$3.44K0.00%+25+156.3%Added
SJS Investment Consulting Inc.41$3.44K0.00%+22+115.8%Added
Archer Investment Corp44$3.69K0.00%00.0%Unchanged
Paragon Wealth Strategies, LLC53$4.45K0.01%+53New
PFG Private Wealth Management, LLC56$5.00K0.00%00.0%Unchanged
Globeflex Capital L P63$5.29K0.00%00.0%Unchanged
McIlrath & Eck, LLC71$5.96K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$7.00K0.01%00.0%Unchanged
JJJ Advisors Inc.82$7.25K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.87$7.30K0.00%00.0%Unchanged
Crewe Advisors LLC91$7.64K0.00%−179−66.3%Reduced
Clearstead Advisors, LLC100$8.39K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC100$8.39K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$8.39K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.100$8.39K0.01%+100New
Bray Capital Advisors101$8.48K0.00%00.0%Unchanged
Farther Finance Advisors, LLC102$8.56K0.00%+102New
Sofos Investments, Inc.84$8.59K0.09%−1,140−93.1%Reduced
Cornerstone Planning Group LLC100$8.69K0.00%+100New
Ancora Advisors, LLC97$9.00K0.00%+7+7.8%Added
Tilia Fiduciary Partners, Inc.108$9.06K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$9.23K0.00%−67−37.9%Reduced
South State Corp.114$9.57K0.00%00.0%Unchanged
Earnest Partners LLC116$9.73K0.00%00.0%Unchanged
Mendota Financial Group, LLC118$9.90K0.01%+118New
Park Place Capital Corp125$10.0K0.00%+125New
Coppell Advisory Solutions LLC122$10.2K0.00%+122New
Coppell Advisory Solutions Corp.122$10.2K0.00%+122New
Investors Research Corp126$10.6K0.00%00.0%Unchanged
RFP Financial Group LLC126$10.6K0.00%+126New
Accurate Wealth Management, LLC121$10.6K0.00%+121New
Baker Avenue Asset Management, LP131$11.0K0.00%+131New
Colonial Trust Co133$11.4K0.00%+133New
Ritter Daniher Financial Advisory LLC144$12.1K0.01%−3−2.0%Reduced
Eagle Bay Advisors LLC147$12.3K0.01%+23+18.5%Added
MV Capital Management, Inc.150$12.6K0.00%00.0%Unchanged
Zions Bancorporation, N.A.152$12.8K0.00%−75−33.0%Reduced
Peregrine Capital Management LLC160$13.0K0.00%00.0%Unchanged
Spire Wealth Management154$13.0K0.00%+2+1.3%Added
Beacon Capital Management, LLC159$13.3K0.00%+37+30.3%Added
Creative Financial Designs Inc166$13.9K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.168$14.0K0.00%+168New
Key Financial Inc219$15.8K0.01%00.0%Unchanged
Smithfield Trust Co190$16.0K0.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC192$16.1K0.00%+192New
CoreFirst Bank & Trust197$16.5K0.01%00.0%Unchanged
Global Retirement Partners, LLC199$16.7K0.00%+71+55.5%Added
ICA Group Wealth Management, LLC200$16.8K0.00%+200New
Financial Management Professionals, Inc.199$17.0K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.204$17.1K0.00%+1+0.5%Added
Rocky Mountain Advisers, LLC211$18.0K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC225$18.9K0.01%+225New
Clear Street Markets LLC229$19.0K0.00%−61−21.0%Reduced
Brown Brothers Harriman & Co228$19.1K0.00%−71−23.7%Reduced
Zullo Investment Group, Inc.235$19.7K0.01%00.0%Unchanged
Lindbrook Capital, LLC237$19.9K0.00%+25+11.8%Added
Financial Perspectives, Inc238$20.0K0.01%−103−30.2%Reduced
Massmutual Trust Co FSB244$20.0K0.00%+2+0.8%Added
Hoese & Co LLP224$20.0K0.02%00.0%Unchanged
Lazard Asset Management LLC254$21.0K0.00%+6+2.4%Added
Grove Bank & Trust250$21.0K0.00%+250New
First Manhattan Co256$21.5K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC259$21.7K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC264$22.2K0.00%+1+0.4%Added
Kistler-Tiffany Companies, LLC270$22.7K0.00%00.0%Unchanged
Hoertkorn Richard Charles272$22.8K0.01%00.0%Unchanged
Pflug Koory, LLC285$24.0K0.01%00.0%Unchanged
Halpern Financial, Inc.296$24.8K0.01%00.0%Unchanged
Thompson Siegel & Walmsley LLC300$25.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC302$25.0K0.00%+30+11.0%Added
Old Second National Bank of Aurora300$25.2K0.01%00.0%Unchanged
Bogart Wealth, LLC300$25.2K0.00%00.0%Unchanged
MinichMacGregor Wealth Management, LLC300$25.2K0.01%+300New