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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 302 | $25.3K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $26.0K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $26.9K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 321 | $26.9K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 303 | $27.0K | 0.00% | +2+0.7% | Added |
| Caldwell Trust Co | 335 | $28.1K | 0.00% | +13+4.0% | Added |
| Asset Dedication, LLC | 340 | $29.0K | 0.00% | −6−1.7% | Reduced |
| Steward Financial Group LLC | 357 | $29.0K | 0.01% | +357 | New |
| Toth Financial Advisory Corp | 350 | $29.4K | 0.00% | −55−13.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 364 | $30.5K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 368 | $30.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 368 | $31.0K | 0.01% | +3+0.8% | Added |
| DB Wealth Management Group, LLC | 377 | $31.6K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 377 | $31.6K | 0.03% | +20+5.6% | Added |
| Annapolis Financial Services, LLC | 379 | $31.8K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 387 | $32.5K | 0.02% | +34+9.6% | Added |
| Align Wealth Management, LLC | 450 | $32.5K | 0.03% | +450 | New |
| 3Chopt Investment Partners, LLC | 387 | $32.5K | 0.02% | +387 | New |
| Riverview Trust Co | 396 | $33.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $33.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $33.1K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 411 | $34.0K | 0.09% | +411 | New |
| WR Wealth Planners, LLC | 407 | $34.2K | 0.02% | +3+0.7% | Added |
| Boyd Watterson Asset Management LLC | 415 | $34.8K | 0.01% | +415 | New |
| Bell Investment Advisors, Inc | 422 | $35.4K | 0.01% | +12+2.9% | Added |
| Fiduciary Alliance LLC | 457 | $38.4K | 0.01% | +457 | New |
| Glassman Wealth Services | 465 | $39.0K | 0.01% | −7−1.5% | Reduced |
| Point72 Middle East FZE | 468 | $39.3K | 0.00% | +468 | New |
| SRS Capital Advisors, Inc. | 496 | $41.6K | 0.01% | +8+1.6% | Added |
| Global Financial Private Client, LLC | 500 | $42.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $42.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 513 | $43.1K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 514 | $43.1K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 523 | $43.9K | 0.01% | −129−19.8% | Reduced |
| Stilwell Value LLC | 547 | $45.9K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 550 | $46.2K | 0.04% | +164+42.5% | Added |
| Private Ocean, LLC | 554 | $46.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 565 | $47.4K | 0.00% | −100−15.0% | Reduced |
| Sutton Wealth Advisors Inc. | 566 | $47.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 574 | $48.0K | 0.04% | −661−53.5% | Reduced |
| Sit Investment Associates Inc | 575 | $48.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 574 | $48.2K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 583 | $49.0K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 599 | $50.3K | 0.00% | −58−8.8% | Reduced |
| First Command Bank | 628 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 634 | $53.0K | 0.06% | +341+116.4% | Added |
| RE Dickinson Investment Advisors, LLC | 662 | $55.0K | 0.02% | −297−31.0% | Reduced |
| Clean Yield Group | 659 | $55.3K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 665 | $55.8K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 672 | $56.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 676 | $56.7K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $58.7K | 0.01% | +700 | New |
| Parkside Financial Bank & Trust | 708 | $59.4K | 0.02% | +47+7.1% | Added |
| CVA Family Office, LLC | 720 | $60.4K | 0.01% | +40+5.9% | Added |
| Stephens Consulting, LLC | 725 | $60.8K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 725 | $60.8K | 0.01% | +725 | New |
| Hexagon Capital Partners LLC | 732 | $61.4K | 0.02% | +27+3.8% | Added |
| Deseret Mutual Benefit Administrators | 750 | $62.9K | 0.03% | −708−48.6% | Reduced |
| McClarren Financial Advisors, Inc. | 763 | $64.0K | 0.06% | +6+0.8% | Added |
| Burleson & Company, LLC | 785 | $65.9K | 0.02% | 00.0% | Unchanged |
| Tobam | 783 | $66.0K | 0.00% | −521−40.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 795 | $66.7K | 0.01% | +200+33.6% | Added |
| Desjardins Global Asset Management Inc. | 822 | $68.0K | 0.01% | −20−2.4% | Reduced |
| Level Financial Advisors, Inc. | 867 | $73.0K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 922 | $77.0K | 0.05% | +922 | New |
| Cary Street Partner Investment Advisory LLC | 938 | $78.7K | 0.01% | +938 | New |
| Gradient Investments LLC | 945 | $79.3K | 0.00% | +606+178.8% | Added |
| Capital Directions Investment Advisors, LLC | 947 | $79.5K | 0.03% | +947 | New |
| Pinnacle Bancorp, Inc. | 951 | $80.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 955 | $80.1K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 959 | $80.5K | 0.00% | +504+110.8% | Added |
| Manchester Capital Management LLC | 960 | $80.6K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 971 | $81.5K | 0.01% | 00.0% | Unchanged |
| Motco | 994 | $83.4K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,010 | $84.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,017 | $85.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,048 | $87.9K | 0.01% | −4,100−79.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,056 | $88.6K | 0.01% | +2+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,152 | $96.7K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,169 | $98.1K | 0.00% | +1,072+1,105.2% | Added |
| Ameliora Wealth Management Ltd. | 1,199 | $100.6K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,202 | $100.9K | 0.02% | +11+0.9% | Added |
| State of Wyoming | 1,220 | $102.4K | 0.03% | −35−2.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,494 | $108.0K | 0.00% | +362+32.0% | Added |
| Quent Capital, LLC | 1,288 | $108.1K | 0.02% | −48−3.6% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,296 | $108.8K | 0.09% | +1,296 | New |
| Benjamin F. Edwards & Company, Inc. | 1,303 | $109.0K | 0.00% | +100+8.3% | Added |
| AdvisorNet Financial, Inc | 1,349 | $113.2K | 0.01% | +67+5.2% | Added |
| JFS Wealth Advisors, LLC | 1,352 | $113.5K | 0.01% | +7+0.5% | Added |
| TCTC Holdings, LLC | 1,380 | $115.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $116.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $116.8K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,402 | $118.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,428 | $119.8K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,532 | $128.6K | 0.02% | −36−2.3% | Reduced |
| Sentry Investment Management LLC | 1,557 | $131.0K | 0.06% | +224+16.8% | Added |
| Stonebridge Capital Advisors LLC | 1,570 | $131.8K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,576 | $132.3K | 0.02% | +500+46.5% | Added |
| Ten Capital Wealth Advisors, LLC | 1,578 | $132.4K | 0.05% | 00.0% | Unchanged |