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 |
|---|---|---|---|---|---|
| Commons Capital, LLC | 3,491 | $293.0K | 0.48% | +12+0.3% | Added |
| Pathstone Family Office, LLC | 11,161 | $298.9K | 0.01% | +7,805+232.6% | Added |
| Dynamic Advisor Solutions LLC | 3,564 | $299.1K | 0.02% | +4+0.1% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,575 | $300.0K | 0.27% | +3,575 | New |
| D'Orazio & Associates, Inc. | 3,586 | $300.9K | 0.07% | +679+23.4% | Added |
| Clarius Group, LLC | 3,662 | $307.0K | 0.03% | −68−1.8% | Reduced |
| Cambiar Investors LLC | 3,670 | $308.0K | 0.01% | −418,798−99.1% | Reduced |
| Bessemer Group Inc | 3,654 | $308.0K | 0.00% | +173+5.0% | Added |
| Echo Street Capital Management LLC | 3,721 | $312.3K | 0.00% | +3,721 | New |
| Olistico Wealth, LLC | 3,778 | $317.0K | 0.34% | +3,778 | New |
| AIA Group Ltd | 3,787 | $317.8K | 0.02% | +1,939+104.9% | Added |
| Auxano Advisors, LLC | 3,855 | $323.5K | 0.15% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,865 | $324.4K | 0.07% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,879 | $326.0K | 0.18% | +2,601+203.5% | Added |
| Prossimo Advisors, LLC | 3,900 | $327.0K | 0.76% | +3,900 | New |
| Legacy Bridge, LLC | 3,899 | $327.2K | 0.23% | +4+0.1% | Added |
| CAPROCK Group, Inc. | 3,905 | $327.7K | 0.03% | +260+7.1% | Added |
| Johnson Midwest Financial, LLC | 3,923 | $329.0K | 1.20% | −104−2.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $329.4K | 0.12% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,970 | $333.2K | 0.58% | +3,970 | New |
| Snowden Capital Advisors LLC | 3,973 | $333.4K | 0.01% | −432−9.8% | Reduced |
| Colony Group LLC | 3,982 | $334.0K | 0.00% | −2,094−34.5% | Reduced |
| Cornercap Investment Counsel Inc | 3,987 | $334.6K | 0.06% | −134−3.3% | Reduced |
| Concord Wealth Partners | 4,046 | $339.6K | 0.10% | −592−12.8% | Reduced |
| Centiva Capital, LP | 4,051 | $340.0K | 0.03% | +4,051 | New |
| Apollon Wealth Management, LLC | 4,057 | $340.5K | 0.02% | −143−3.4% | Reduced |
| Centennial Wealth Advisory LLC | 4,070 | $341.6K | 0.19% | +246+6.4% | Added |
| Alps Advisors Inc | 4,077 | $342.1K | 0.00% | −315,152−98.7% | Reduced |
| Summit X, LLC | 5,190 | $346.7K | 0.10% | −103−1.9% | Reduced |
| Qtron Investments LLC | 4,154 | $348.6K | 0.07% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,154 | $348.6K | 0.10% | +301+7.8% | Added |
| FDx Advisors, Inc. | 4,162 | $349.0K | 0.02% | +4,162 | New |
| Continuum Advisory, LLC | 4,316 | $362.2K | 0.07% | +108+2.6% | Added |
| Hohimer Wealth Management, LLC | 4,333 | $363.6K | 0.12% | −20,815−82.8% | Reduced |
| Farmers & Merchants Investments Inc | 4,338 | $364.0K | 0.01% | −628−12.6% | Reduced |
| JT Stratford LLC | 4,394 | $368.7K | 0.12% | +276+6.7% | Added |
| Cedrus LLC | 4,394 | $368.7K | 0.30% | +1,443+48.9% | Added |
| Denali Advisors LLC | 4,400 | $369.2K | 0.15% | +2,600+144.4% | Added |
| Lincoln National Corp | 4,463 | $374.6K | 0.01% | +4,463 | New |
| Miramar Capital, LLC | 4,475 | $375.5K | 0.10% | −2,500−35.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,502 | $378.0K | 0.02% | −16,220−78.3% | Reduced |
| TownSquare Capital, LLC | 4,514 | $378.8K | 0.01% | +4,514 | New |
| Everence Capital Management Inc | 4,530 | $380.0K | 0.03% | −6,640−59.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,540 | $381.0K | 0.09% | −2,120−31.8% | Reduced |
| Verdence Capital Advisors LLC | 4,561 | $382.7K | 0.05% | +4,561 | New |
| Legacy Financial Advisors, Inc. | 4,607 | $386.7K | 0.08% | −247−5.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,694 | $393.9K | 0.01% | +4,694 | New |
| Waldron Private Wealth LLC | 5,530 | $398.0K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 4,746 | $398.3K | 0.05% | −3,813−44.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,747 | $398.4K | 0.00% | +773+19.5% | Added |
| Metis Global Partners, LLC | 4,880 | $409.5K | 0.04% | +1,320+37.1% | Added |
| BCJ Capital Management, LLC | 4,992 | $418.9K | 0.04% | +357+7.7% | Added |
| Erste Asset Management GmbH | 4,900 | $419.0K | 0.01% | −1,800−26.9% | Reduced |
| RSM US Wealth Management LLC | 5,033 | $422.4K | 0.02% | +3+0.1% | Added |
| Sageworth Trust Co of South Dakota | 5,068 | $425.0K | 0.95% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,082 | $426.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,079 | $426.2K | 0.01% | +10.0% | Added |
| Tokio Marine Asset Management Co Ltd | 5,080 | $426.3K | 0.03% | +307+6.4% | Added |
| CWA Asset Management Group, LLC | 5,134 | $430.8K | 0.03% | +15+0.3% | Added |
| Harvest Fund Management Co., Ltd | 5,046 | $431.0K | 0.11% | +1,165+30.0% | Added |
| Capital Investment Advisors, LLC | 5,176 | $434.0K | 0.01% | −204−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 5,203 | $436.0K | 0.00% | −1,041−16.7% | Reduced |
| Benin Management CORP | 5,200 | $436.4K | 0.18% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,203 | $436.7K | 0.02% | +1,737+50.1% | Added |
| Agf Management Ltd | 5,224 | $438.4K | 0.00% | +5,224 | New |
| Ellevest, Inc. | 5,242 | $439.9K | 0.04% | +150+2.9% | Added |
| Blair William & Co | 5,247 | $440.3K | 0.00% | +365+7.5% | Added |
| Verition Fund Management LLC | 5,276 | $442.8K | 0.01% | −3,724−41.4% | Reduced |
| Boston Private Wealth LLC | 5,283 | $443.4K | 0.01% | +752+16.6% | Added |
| Graham Capital Management, L.P. | 5,286 | $443.6K | 0.02% | +5,286 | New |
| Caliber Wealth Management, LLC | 5,312 | $445.8K | 0.34% | +5,312 | New |
| Contravisory Investment Management, Inc. | 5,338 | $448.0K | 0.12% | +4+0.1% | Added |
| 180 Wealth Advisors, LLC | 4,857 | $448.1K | 0.11% | −124−2.5% | Reduced |
| TCWP LLC | 5,398 | $453.0K | 0.09% | −330−5.8% | Reduced |
| Quantitative Investment Management, LLC | 5,428 | $455.0K | 0.09% | +5,428 | New |
| Wedbush Securities Inc | 5,436 | $456.0K | 0.03% | +203+3.9% | Added |
| Hilltop Holdings Inc. | 5,472 | $459.2K | 0.06% | −555−9.2% | Reduced |
| Cerity Partners LLC | 5,474 | $459.5K | 0.00% | +1,525+38.6% | Added |
| Heartland Bank & Trust Co | 5,508 | $462.2K | 0.34% | +5,508 | New |
| Lake Street Financial LLC | 5,528 | $463.9K | 0.10% | −194−3.4% | Reduced |
| Great Diamond Partners, LLC | 5,596 | $469.6K | 0.14% | +5,596 | New |
| Romano Brothers and Company | 5,628 | $472.3K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,649 | $474.1K | 0.01% | −240−4.1% | Reduced |
| Merit Financial Group, LLC | 5,781 | $485.2K | 0.02% | +5,781 | New |
| SG Americas Securities, LLC | 5,799 | $487.0K | 0.01% | −10,924−65.3% | Reduced |
| HBK Sorce Advisory LLC | 5,888 | $494.0K | 0.01% | +3,036+106.5% | Added |
| Coldstream Capital Management Inc | 5,961 | $500.2K | 0.02% | +5,961 | New |
| Jmac Enterprises LLC | 6,000 | $503.5K | 0.14% | −800−11.8% | Reduced |
| Beacon Pointe Advisors, LLC | 6,143 | $515.5K | 0.01% | +101+1.7% | Added |
| Bleakley Financial Group, LLC | 6,220 | $522.0K | 0.02% | +6,220 | New |
| Nicolet Bankshares Inc | 6,263 | $525.6K | 0.18% | −155−2.4% | Reduced |
| Empirical Finance, LLC | 6,501 | $545.6K | 0.06% | +457+7.6% | Added |
| Fifth Third Bancorp | 6,525 | $547.6K | 0.00% | +150+2.4% | Added |
| Meiji Yasuda Life Insurance Co | 6,540 | $549.0K | 0.01% | +6,540 | New |
| Regions Financial Corp | 6,585 | $553.0K | 0.01% | −179−2.6% | Reduced |
| Trustmark National Bank Trust Department | 6,608 | $554.5K | 0.05% | +322+5.1% | Added |
| Mokosak Advisory Group, LLC | 6,781 | $569.3K | 0.25% | +102+1.5% | Added |
| Cypress Capital Group | 6,852 | $575.0K | 0.09% | +2,481+56.8% | Added |
| Forum Financial Management, LP | 6,879 | $577.3K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,899 | $579.0K | 0.02% | +6,899 | New |