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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 6,913 | $580.1K | 0.13% | +672+10.8% | Added |
| Twin Capital Management Inc | 6,937 | $582.0K | 0.08% | −69−1.0% | Reduced |
| Johnson Investment Counsel Inc | 6,952 | $583.4K | 0.01% | −23−0.3% | Reduced |
| Two Sigma Securities, LLC | 6,955 | $583.7K | 0.08% | +956+15.9% | Added |
| Palisade Asset Management, LLC | 7,080 | $594.2K | 0.07% | +30+0.4% | Added |
| Argonautica Private Wealth Management, Inc | 7,122 | $597.7K | 0.31% | +7,122 | New |
| City State Bank | 7,123 | $598.0K | 0.37% | −1,140−13.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,132 | $598.5K | 0.02% | −1,477−17.2% | Reduced |
| KC Investment Advisors, LLC | 7,151 | $600.0K | 0.57% | −313−4.2% | Reduced |
| Greenleaf Trust | 7,222 | $606.0K | 0.01% | +112+1.6% | Added |
| Pacer Advisors, Inc. | 7,266 | $609.8K | 0.00% | +6,793+1,436.2% | Added |
| IFP Advisors, Inc | 10,720 | $614.0K | 0.02% | −1,853−14.7% | Reduced |
| Allworth Financial LP | 7,354 | $617.2K | 0.01% | +30+0.4% | Added |
| Burney Co | 7,431 | $623.6K | 0.03% | −1,053−12.4% | Reduced |
| Proequities, Inc. | 7,512 | $630.4K | 0.05% | −247−3.2% | Reduced |
| GWM Advisors LLC | 15,406 | $633.7K | 0.02% | +8,048+109.4% | Added |
| Burns Matteson Capital Management, LLC | 7,645 | $641.6K | 0.43% | +7,645 | New |
| Wetherby Asset Management Inc | 7,661 | $642.9K | 0.04% | +10.0% | Added |
| Alpha Paradigm Partners, LLC | 7,700 | $646.0K | 0.27% | −2,135−21.7% | Reduced |
| Quantinno Capital Management LP | 7,763 | $651.0K | 0.05% | +7,763 | New |
| Wolff Financial Management LLC | 7,815 | $656.0K | 0.24% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,851 | $658.9K | 0.01% | +31+0.4% | Added |
| United Capital Financial Advisers, LLC | 7,923 | $664.9K | 0.00% | −142−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,170 | $685.6K | 0.16% | +8,170 | New |
| HRT Financial LP | 8,260 | $693.0K | 0.01% | +8,260 | New |
| Csenge Advisory Group | 8,297 | $696.2K | 0.05% | +1,011+13.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,307 | $697.0K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 8,316 | $698.0K | 0.10% | 00.0% | Unchanged |
| Allstate Corp | 8,335 | $699.5K | 0.02% | 00.0% | Unchanged |
| Allstate Investment Management Co | 8,335 | $699.5K | 0.02% | +8,335 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,369 | $702.0K | 0.03% | +1,150+15.9% | Added |
| Basepoint Wealth LLC | 8,404 | $705.2K | 0.62% | +30.0% | Added |
| Gilbert & Cook, Inc. | 8,406 | $705.5K | 0.13% | +495+6.3% | Added |
| Impax Asset Management Group plc | 8,698 | $729.9K | 0.00% | −6−0.1% | Reduced |
| Sunbelt Securities, Inc. | 8,743 | $733.7K | 0.14% | +400+4.8% | Added |
| Empowered Funds, LLC | 8,837 | $741.6K | 0.05% | +8,837 | New |
| FORA Capital, LLC | 8,858 | $743.4K | 0.12% | +8,858 | New |
| Friedenthal Financial | 8,921 | $749.0K | 0.52% | +8,921 | New |
| Vontobel Holding Ltd. | 9,043 | $763.2K | 0.01% | +5,117+130.3% | Added |
| Personal Cfo Solutions, LLC | 9,320 | $782.2K | 0.17% | +6,378+216.8% | Added |
| Cetera Advisors LLC | 9,329 | $782.9K | 0.01% | +2,551+37.6% | Added |
| CWM, LLC | 9,422 | $791.0K | 0.01% | −745−7.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $798.2K | 0.06% | +343+3.7% | Added |
| Virtus ETF Advisers LLC | 9,801 | $822.5K | 0.43% | +9,801 | New |
| Savant Capital, LLC | 11,726 | $824.5K | 0.02% | +3,156+36.8% | Added |
| Acropolis Investment Management, LLC | 9,860 | $827.5K | 0.07% | −5,416−35.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,895 | $830.4K | 0.04% | +230+2.4% | Added |
| Ausdal Financial Partners, Inc. | 9,901 | $830.9K | 0.12% | +70+0.7% | Added |
| My Legacy Advisors, LLC | 9,032 | $833.7K | 0.36% | +2,130+30.9% | Added |
| Holderness Investments Co | 9,994 | $838.7K | 0.36% | −165−1.6% | Reduced |
| Balentine LLC | 10,178 | $854.1K | 0.03% | +444+4.6% | Added |
| Horizon Investments, LLC | 10,231 | $859.0K | 0.02% | +1,016+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 10,443 | $876.4K | 0.01% | −403−3.7% | Reduced |
| Plimoth Trust Co LLC | 10,513 | $883.0K | 0.28% | −440−4.0% | Reduced |
| Martin Capital Partners, LLC | 10,557 | $886.0K | 0.37% | −1,002−8.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,608 | $890.2K | 0.01% | −4,124−28.0% | Reduced |
| E. Ohman J:or Asset Management AB | 10,700 | $897.9K | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 10,854 | $911.0K | 0.05% | −1,200−10.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,588 | $911.6K | 0.10% | +659+6.0% | Added |
| Park Edge Advisors, LLC | 10,891 | $914.0K | 0.40% | +10,891 | New |
| Argent Trust Co | 10,903 | $915.0K | 0.06% | +2,421+28.5% | Added |
| Gladstone Institutional Advisory LLC | 10,928 | $917.1K | 0.06% | +10,928 | New |
| Gibson Wealth Advisors LLC | 10,962 | $940.0K | 0.02% | +10,788+6,200.0% | Added |
| Pinnacle Associates Ltd | 11,244 | $943.6K | 0.02% | −1,926−14.6% | Reduced |
| Panagora Asset Management Inc | 11,466 | $962.2K | 0.01% | −4,664−28.9% | Reduced |
| Adams Wealth Management | 11,639 | $976.7K | 0.35% | +307+2.7% | Added |
| Pearl River Capital, LLC | 11,833 | $993.0K | 0.17% | +11,833 | New |
| Banque Cantonale Vaudoise | 11,955 | $1.00M | 0.05% | +2,600+27.8% | Added |
| Norinchukin Bank, The | 12,142 | $1.02M | 0.02% | −4,020−24.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,286 | $1.03M | 0.70% | −128−1.0% | Reduced |
| West Bancorporation Inc | 12,363 | $1.04M | 0.77% | −48−0.4% | Reduced |
| Seeyond | 12,402 | $1.04M | 0.10% | −913−6.9% | Reduced |
| Federated Hermes, Inc. | 12,410 | $1.04M | 0.00% | +4,090+49.2% | Added |
| Virtu Financial LLC | 12,472 | $1.05M | 0.14% | +5,440+77.4% | Added |
| MAI Capital Management | 12,783 | $1.07M | 0.02% | +7,655+149.3% | Added |
| South Dakota Investment Council | 12,830 | $1.08M | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,834 | $1.08M | 0.05% | −964−7.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,126 | $1.10M | 0.02% | −7,186−35.4% | Reduced |
| Resources Investment Advisors, LLC. | 13,193 | $1.11M | 0.03% | −4,426−25.1% | Reduced |
| Foster Group, Inc. | 13,387 | $1.12M | 0.08% | −577−4.1% | Reduced |
| Gotham Asset Management, LLC | 13,510 | $1.13M | 0.03% | −6,623−32.9% | Reduced |
| PSI Advisors, LLC | 13,514 | $1.13M | 0.60% | −1,783−11.7% | Reduced |
| Advisor Partners II, LLC | 13,758 | $1.15M | 0.07% | +970+7.6% | Added |
| Veritable, L.P. | 13,886 | $1.17M | 0.02% | −2,388−14.7% | Reduced |
| Toroso Investments, LLC | 13,931 | $1.17M | 0.04% | −3,916−21.9% | Reduced |
| Glaxis Capital Management, LLC | 14,005 | $1.18M | 15.91% | +226+1.6% | Added |
| Greenwood Capital Associates LLC | 14,074 | $1.18M | 0.19% | −7,898−35.9% | Reduced |
| Rockland Trust Co | 14,132 | $1.19M | 0.08% | −3,385−19.3% | Reduced |
| Glenmede Trust Co NA | 14,475 | $1.21M | 0.01% | −151,569−91.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,489 | $1.22M | 0.00% | −6,973−32.5% | Reduced |
| Louisiana State Employees Retirement System | 14,700 | $1.23M | 0.03% | −100−0.7% | Reduced |
| D.A. Davidson & Co. | 14,748 | $1.24M | 0.01% | −433−2.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,428 | $1.29M | 0.19% | +7,679+99.1% | Added |
| GoalVest Advisory LLC | 15,818 | $1.33M | 0.86% | +1,021+6.9% | Added |
| Renaissance Technologies LLC | 15,822 | $1.33M | 0.00% | +15,822 | New |
| Syntal Capital Partners, LLC | 15,918 | $1.34M | 0.53% | +15,918 | New |
| Investment Management Corp of Ontario | 16,103 | $1.35M | 0.07% | +16,103 | New |
| ARGI Investment Services, LLC | 16,295 | $1.37M | 0.04% | −342−2.1% | Reduced |
| Nordea Investment Management AB | 16,440 | $1.39M | 0.00% | +317+2.0% | Added |
| Intrua Financial, LLC | 16,482 | $1.43M | 0.33% | +3,318+25.2% | Added |