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 |
|---|---|---|---|---|---|
| AlphaCentric Advisors LLC | 1,594 | $133.8K | 0.13% | −315−16.5% | Reduced |
| Accel Wealth Management | 1,633 | $137.0K | 0.07% | +2+0.1% | Added |
| MBM Wealth Consultants, LLC | 1,688 | $141.0K | 0.07% | +280+19.9% | Added |
| Silvant Capital Management LLC | 1,747 | $146.6K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,826 | $153.2K | 0.04% | −36−1.9% | Reduced |
| Syverson Strege & Co | 1,837 | $154.1K | 0.07% | −573−23.8% | Reduced |
| Huntington National Bank | 1,919 | $161.0K | 0.00% | −26−1.3% | Reduced |
| Parallel Advisors, LLC | 1,944 | $163.2K | 0.01% | −145−6.9% | Reduced |
| Optimum Investment Advisors | 1,950 | $163.6K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,990 | $167.0K | 0.01% | −194−8.9% | Reduced |
| First Horizon Advisors, Inc. | 2,002 | $168.0K | 0.01% | −136−6.4% | Reduced |
| Tompkins Financial Corp | 2,080 | $175.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,129 | $178.7K | 0.02% | −71−3.2% | Reduced |
| Assetmark, Inc | 2,204 | $185.0K | 0.00% | +1,772+410.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,215 | $186.0K | 0.00% | +2,215 | New |
| Bartlett & Co. LLC | 2,288 | $192.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,288 | $192.0K | 0.00% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,411 | $201.0K | 0.05% | +2,411 | New |
| Cresset Asset Management, LLC | 2,418 | $202.9K | 0.00% | −698−22.4% | Reduced |
| Independent Wealth Network Inc. | 2,423 | $203.3K | 0.14% | +2,423 | New |
| Sawtooth Solutions, LLC | 2,425 | $203.5K | 0.03% | +2,425 | New |
| RIA Advisory Group LLC | 3,042 | $204.6K | 0.12% | +3,042 | New |
| Avantax Advisory Services, Inc. | 2,440 | $204.8K | 0.00% | −696−22.2% | Reduced |
| SeaCrest Wealth Management, LLC | 2,453 | $205.9K | 0.03% | −937−27.6% | Reduced |
| TSFG, LLC | 2,479 | $208.0K | 0.08% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,482 | $208.3K | 0.11% | +2,482 | New |
| S&CO Inc | 2,500 | $209.0K | 0.02% | +2,500 | New |
| Wedmont Private Capital | 2,392 | $209.2K | 0.03% | +2,392 | New |
| NJ State Employees Deferred Compensation Plan | 2,500 | $209.8K | 0.03% | +2,500 | New |
| Fund Management at Engine No. 1 LLC | 2,506 | $210.3K | 0.05% | +2,506 | New |
| Whittier Trust Co | 2,518 | $211.3K | 0.00% | −37−1.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,521 | $211.6K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,541 | $213.2K | 0.02% | +2,541 | New |
| Signaturefd, LLC | 2,545 | $213.6K | 0.01% | −14−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,553 | $214.2K | 0.05% | +2,553 | New |
| Wesbanco Bank Inc | 2,557 | $215.0K | 0.01% | +2,557 | New |
| Sageworth Trust Co | 2,577 | $216.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,578 | $216.3K | 0.02% | +2,578 | New |
| Rothschild Investment Corp | 2,580 | $217.0K | 0.02% | +2,580 | New |
| Moody National Bank Trust Division | 2,582 | $217.0K | 0.02% | +2,582 | New |
| Profund Advisors LLC | 2,586 | $217.0K | 0.01% | +2,586 | New |
| Chicago Trust Co NA | 2,600 | $218.0K | 0.05% | −2,500−49.0% | Reduced |
| First National Trust Co | 2,606 | $218.7K | 0.01% | +2,606 | New |
| Brighton Jones LLC | 2,627 | $220.4K | 0.01% | +2,627 | New |
| Meeder Advisory Services, Inc. | 2,655 | $222.8K | 0.03% | +2,655 | New |
| WealthPLAN Partners, LLC | 2,427 | $223.2K | 0.02% | +2,427 | New |
| Trust Asset Management LLC | 2,673 | $224.3K | 0.03% | +2,673 | New |
| WealthPlan Investment Management, LLC | 2,427 | $225.7K | 0.02% | +3+0.1% | Added |
| Stock Yards Bank & Trust Co | 2,716 | $228.0K | 0.01% | +2,716 | New |
| VisionPoint Advisory Group, LLC | 2,462 | $229.0K | 0.09% | +2,462 | New |
| Leavell Investment Management, Inc. | 2,730 | $229.0K | 0.02% | +2,730 | New |
| Sather Financial Group Inc | 2,754 | $231.1K | 0.02% | +2,754 | New |
| J.W. Cole Advisors, Inc. | 2,777 | $233.1K | 0.02% | +2+0.1% | Added |
| Security National Bank | 2,795 | $234.6K | 0.06% | −110−3.8% | Reduced |
| Orion Portfolio Solutions, LLC | 2,876 | $241.4K | 0.01% | +2,876 | New |
| Wedge Capital Management L L P | 2,911 | $244.0K | 0.00% | −411−12.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,747 | $245.4K | 0.01% | −194−6.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,934 | $246.2K | 0.03% | −247−7.8% | Reduced |
| Brookstone Capital Management | 2,817 | $246.4K | 0.00% | +2,817 | New |
| Global Assets Advisory, LLC | 2,945 | $247.2K | 0.26% | +120+4.2% | Added |
| Lane & Associates LLC | 2,950 | $247.6K | 0.23% | +2,950 | New |
| Pitcairn Co | 2,990 | $250.9K | 0.03% | −59−1.9% | Reduced |
| Community Capital Management, Inc. | 3,000 | $251.8K | 0.33% | −1,350−31.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,000 | $251.8K | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,000 | $251.8K | 0.08% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $251.8K | 0.14% | +3,000 | New |
| Security National Bank of So Dak | 3,000 | $252.0K | 0.18% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,019 | $253.4K | 0.02% | +222+7.9% | Added |
| Sigma Planning Corp | 3,021 | $253.6K | 0.01% | +39+1.3% | Added |
| Cigna Investments Inc | 3,029 | $254.0K | 0.05% | −48−1.6% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 3,068 | $257.5K | 0.14% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $257.7K | 0.12% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,073 | $257.9K | 0.07% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 3,073 | $257.9K | 0.06% | +3,073 | New |
| IHT Wealth Management, LLC | 3,085 | $258.9K | 0.02% | +3,085 | New |
| CenterBook Partners LP | 3,095 | $259.7K | 0.04% | +3,095 | New |
| Zeke Capital Advisors, LLC | 3,110 | $261.0K | 0.02% | −789−20.2% | Reduced |
| Advisory Services Network, LLC | 3,118 | $261.7K | 0.01% | −657−17.4% | Reduced |
| Atlas Capital Advisors LLC | 3,120 | $261.8K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 3,127 | $262.4K | 0.00% | +89+2.9% | Added |
| Astoria Portfolio Advisors LLC. | 2,987 | $262.7K | 0.12% | +2,987 | New |
| Kinloch Capital, LLC | 3,130 | $263.0K | 0.15% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,147 | $264.1K | 0.00% | +3,147 | New |
| Comerica Securities,inc. | 3,170 | $266.0K | 0.02% | +3,170 | New |
| ING Groep NV | 3,208 | $269.2K | 0.00% | +3,208 | New |
| DoubleLine ETF Adviser LP | 3,221 | $270.3K | 0.14% | +3,221 | New |
| Chesley Taft & Associates LLC | 3,263 | $273.9K | 0.02% | +4+0.1% | Added |
| Belpointe Asset Management LLC | 3,275 | $274.8K | 0.02% | +247+8.2% | Added |
| First Citizens Financial Corp | 3,306 | $277.0K | 0.24% | +507+18.1% | Added |
| Eads & Heald Wealth Management | 3,321 | $279.0K | 0.14% | −840−20.2% | Reduced |
| Raymond James Trust N.A. | 3,327 | $279.0K | 0.01% | +417+14.3% | Added |
| Ieq Capital, LLC | 3,339 | $280.2K | 0.01% | −196−5.5% | Reduced |
| Renaissance Group LLC | 3,362 | $282.1K | 0.01% | −740−18.0% | Reduced |
| Northwest Wealth Management, LLC | 3,373 | $283.1K | 0.12% | +33+1.0% | Added |
| Rehmann Capital Advisory Group | 3,378 | $283.5K | 0.03% | +494+17.1% | Added |
| Stratos Wealth Partners, LTD. | 3,415 | $286.6K | 0.01% | −127−3.6% | Reduced |
| Mma Asset Management LLC | 3,448 | $289.4K | 0.24% | −180−5.0% | Reduced |
| Jacobi Capital Management LLC | 3,461 | $290.5K | 0.04% | −36−1.0% | Reduced |
| Western Wealth Management, LLC | 3,474 | $291.6K | 0.03% | −4,144−54.4% | Reduced |
| Keybank National Association | 3,488 | $292.7K | 0.00% | −68−1.9% | Reduced |