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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 13,758 | $1.15M | 0.07% | +970+7.6% | Added |
| PSI Advisors, LLC | 13,514 | $1.13M | 0.60% | −1,783−11.7% | Reduced |
| Gotham Asset Management, LLC | 13,510 | $1.13M | 0.03% | −6,623−32.9% | Reduced |
| Foster Group, Inc. | 13,387 | $1.12M | 0.08% | −577−4.1% | Reduced |
| Resources Investment Advisors, LLC. | 13,193 | $1.11M | 0.03% | −4,426−25.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,126 | $1.10M | 0.02% | −7,186−35.4% | Reduced |
| Metropolitan Life Insurance Co | 12,834 | $1.08M | 0.05% | −964−7.0% | Reduced |
| South Dakota Investment Council | 12,830 | $1.08M | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 12,783 | $1.07M | 0.02% | +7,655+149.3% | Added |
| Virtu Financial LLC | 12,472 | $1.05M | 0.14% | +5,440+77.4% | Added |
| Federated Hermes, Inc. | 12,410 | $1.04M | 0.00% | +4,090+49.2% | Added |
| Seeyond | 12,402 | $1.04M | 0.10% | −913−6.9% | Reduced |
| West Bancorporation Inc | 12,363 | $1.04M | 0.77% | −48−0.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,286 | $1.03M | 0.70% | −128−1.0% | Reduced |
| Norinchukin Bank, The | 12,142 | $1.02M | 0.02% | −4,020−24.9% | Reduced |
| Banque Cantonale Vaudoise | 11,955 | $1.00M | 0.05% | +2,600+27.8% | Added |
| Pearl River Capital, LLC | 11,833 | $993.0K | 0.17% | +11,833 | New |
| Adams Wealth Management | 11,639 | $976.7K | 0.35% | +307+2.7% | Added |
| Panagora Asset Management Inc | 11,466 | $962.2K | 0.01% | −4,664−28.9% | Reduced |
| Pinnacle Associates Ltd | 11,244 | $943.6K | 0.02% | −1,926−14.6% | Reduced |
| Gibson Wealth Advisors LLC | 10,962 | $940.0K | 0.02% | +10,788+6,200.0% | Added |
| Gladstone Institutional Advisory LLC | 10,928 | $917.1K | 0.06% | +10,928 | New |
| Argent Trust Co | 10,903 | $915.0K | 0.06% | +2,421+28.5% | Added |
| Park Edge Advisors, LLC | 10,891 | $914.0K | 0.40% | +10,891 | New |
| Sound View Wealth Advisors Group, LLC | 11,588 | $911.6K | 0.10% | +659+6.0% | Added |
| New Mexico Educational Retirement Board | 10,854 | $911.0K | 0.05% | −1,200−10.0% | Reduced |
| E. Ohman J:or Asset Management AB | 10,700 | $897.9K | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,608 | $890.2K | 0.01% | −4,124−28.0% | Reduced |
| Martin Capital Partners, LLC | 10,557 | $886.0K | 0.37% | −1,002−8.7% | Reduced |
| Plimoth Trust Co LLC | 10,513 | $883.0K | 0.28% | −440−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,443 | $876.4K | 0.01% | −403−3.7% | Reduced |
| Horizon Investments, LLC | 10,231 | $859.0K | 0.02% | +1,016+11.0% | Added |
| Balentine LLC | 10,178 | $854.1K | 0.03% | +444+4.6% | Added |
| Holderness Investments Co | 9,994 | $838.7K | 0.36% | −165−1.6% | Reduced |
| My Legacy Advisors, LLC | 9,032 | $833.7K | 0.36% | +2,130+30.9% | Added |
| Ausdal Financial Partners, Inc. | 9,901 | $830.9K | 0.12% | +70+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,895 | $830.4K | 0.04% | +230+2.4% | Added |
| Acropolis Investment Management, LLC | 9,860 | $827.5K | 0.07% | −5,416−35.5% | Reduced |
| Savant Capital, LLC | 11,726 | $824.5K | 0.02% | +3,156+36.8% | Added |
| Virtus ETF Advisers LLC | 9,801 | $822.5K | 0.43% | +9,801 | New |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $798.2K | 0.06% | +343+3.7% | Added |
| CWM, LLC | 9,422 | $791.0K | 0.01% | −745−7.3% | Reduced |
| Cetera Advisors LLC | 9,329 | $782.9K | 0.01% | +2,551+37.6% | Added |
| Personal Cfo Solutions, LLC | 9,320 | $782.2K | 0.17% | +6,378+216.8% | Added |
| Vontobel Holding Ltd. | 9,043 | $763.2K | 0.01% | +5,117+130.3% | Added |
| Friedenthal Financial | 8,921 | $749.0K | 0.52% | +8,921 | New |
| FORA Capital, LLC | 8,858 | $743.4K | 0.12% | +8,858 | New |
| Empowered Funds, LLC | 8,837 | $741.6K | 0.05% | +8,837 | New |
| Sunbelt Securities, Inc. | 8,743 | $733.7K | 0.14% | +400+4.8% | Added |
| Impax Asset Management Group plc | 8,698 | $729.9K | 0.00% | −6−0.1% | Reduced |
| Gilbert & Cook, Inc. | 8,406 | $705.5K | 0.13% | +495+6.3% | Added |
| Basepoint Wealth LLC | 8,404 | $705.2K | 0.62% | +30.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,369 | $702.0K | 0.03% | +1,150+15.9% | Added |
| Allstate Corp | 8,335 | $699.5K | 0.02% | 00.0% | Unchanged |
| Allstate Investment Management Co | 8,335 | $699.5K | 0.02% | +8,335 | New |
| Carret Asset Management, LLC | 8,316 | $698.0K | 0.10% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,307 | $697.0K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,297 | $696.2K | 0.05% | +1,011+13.9% | Added |
| HRT Financial LP | 8,260 | $693.0K | 0.01% | +8,260 | New |
| Campbell & CO Investment Adviser LLC | 8,170 | $685.6K | 0.16% | +8,170 | New |
| United Capital Financial Advisers, LLC | 7,923 | $664.9K | 0.00% | −142−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 7,851 | $658.9K | 0.01% | +31+0.4% | Added |
| Wolff Financial Management LLC | 7,815 | $656.0K | 0.24% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,763 | $651.0K | 0.05% | +7,763 | New |
| Alpha Paradigm Partners, LLC | 7,700 | $646.0K | 0.27% | −2,135−21.7% | Reduced |
| Wetherby Asset Management Inc | 7,661 | $642.9K | 0.04% | +10.0% | Added |
| Burns Matteson Capital Management, LLC | 7,645 | $641.6K | 0.43% | +7,645 | New |
| GWM Advisors LLC | 15,406 | $633.7K | 0.02% | +8,048+109.4% | Added |
| Proequities, Inc. | 7,512 | $630.4K | 0.05% | −247−3.2% | Reduced |
| Burney Co | 7,431 | $623.6K | 0.03% | −1,053−12.4% | Reduced |
| Allworth Financial LP | 7,354 | $617.2K | 0.01% | +30+0.4% | Added |
| IFP Advisors, Inc | 10,720 | $614.0K | 0.02% | −1,853−14.7% | Reduced |
| Pacer Advisors, Inc. | 7,266 | $609.8K | 0.00% | +6,793+1,436.2% | Added |
| Greenleaf Trust | 7,222 | $606.0K | 0.01% | +112+1.6% | Added |
| KC Investment Advisors, LLC | 7,151 | $600.0K | 0.57% | −313−4.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,132 | $598.5K | 0.02% | −1,477−17.2% | Reduced |
| City State Bank | 7,123 | $598.0K | 0.37% | −1,140−13.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 7,122 | $597.7K | 0.31% | +7,122 | New |
| Palisade Asset Management, LLC | 7,080 | $594.2K | 0.07% | +30+0.4% | Added |
| Two Sigma Securities, LLC | 6,955 | $583.7K | 0.08% | +956+15.9% | Added |
| Johnson Investment Counsel Inc | 6,952 | $583.4K | 0.01% | −23−0.3% | Reduced |
| Twin Capital Management Inc | 6,937 | $582.0K | 0.08% | −69−1.0% | Reduced |
| Archford Capital Strategies, LLC | 6,913 | $580.1K | 0.13% | +672+10.8% | Added |
| Integrated Wealth Concepts LLC | 6,899 | $579.0K | 0.02% | +6,899 | New |
| Forum Financial Management, LP | 6,879 | $577.3K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 6,852 | $575.0K | 0.09% | +2,481+56.8% | Added |
| Mokosak Advisory Group, LLC | 6,781 | $569.3K | 0.25% | +102+1.5% | Added |
| Trustmark National Bank Trust Department | 6,608 | $554.5K | 0.05% | +322+5.1% | Added |
| Regions Financial Corp | 6,585 | $553.0K | 0.01% | −179−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,540 | $549.0K | 0.01% | +6,540 | New |
| Fifth Third Bancorp | 6,525 | $547.6K | 0.00% | +150+2.4% | Added |
| Empirical Finance, LLC | 6,501 | $545.6K | 0.06% | +457+7.6% | Added |
| Nicolet Bankshares Inc | 6,263 | $525.6K | 0.18% | −155−2.4% | Reduced |
| Bleakley Financial Group, LLC | 6,220 | $522.0K | 0.02% | +6,220 | New |
| Beacon Pointe Advisors, LLC | 6,143 | $515.5K | 0.01% | +101+1.7% | Added |
| Jmac Enterprises LLC | 6,000 | $503.5K | 0.14% | −800−11.8% | Reduced |
| Coldstream Capital Management Inc | 5,961 | $500.2K | 0.02% | +5,961 | New |
| HBK Sorce Advisory LLC | 5,888 | $494.0K | 0.01% | +3,036+106.5% | Added |
| SG Americas Securities, LLC | 5,799 | $487.0K | 0.01% | −10,924−65.3% | Reduced |
| Merit Financial Group, LLC | 5,781 | $485.2K | 0.02% | +5,781 | New |