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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 5,649 | $474.1K | 0.01% | −240−4.1% | Reduced |
| Romano Brothers and Company | 5,628 | $472.3K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,596 | $469.6K | 0.14% | +5,596 | New |
| Lake Street Financial LLC | 5,528 | $463.9K | 0.10% | −194−3.4% | Reduced |
| Heartland Bank & Trust Co | 5,508 | $462.2K | 0.34% | +5,508 | New |
| Cerity Partners LLC | 5,474 | $459.5K | 0.00% | +1,525+38.6% | Added |
| Hilltop Holdings Inc. | 5,472 | $459.2K | 0.06% | −555−9.2% | Reduced |
| Wedbush Securities Inc | 5,436 | $456.0K | 0.03% | +203+3.9% | Added |
| Quantitative Investment Management, LLC | 5,428 | $455.0K | 0.09% | +5,428 | New |
| TCWP LLC | 5,398 | $453.0K | 0.09% | −330−5.8% | Reduced |
| 180 Wealth Advisors, LLC | 4,857 | $448.1K | 0.11% | −124−2.5% | Reduced |
| Contravisory Investment Management, Inc. | 5,338 | $448.0K | 0.12% | +4+0.1% | Added |
| Caliber Wealth Management, LLC | 5,312 | $445.8K | 0.34% | +5,312 | New |
| Graham Capital Management, L.P. | 5,286 | $443.6K | 0.02% | +5,286 | New |
| Boston Private Wealth LLC | 5,283 | $443.4K | 0.01% | +752+16.6% | Added |
| Verition Fund Management LLC | 5,276 | $442.8K | 0.01% | −3,724−41.4% | Reduced |
| Blair William & Co | 5,247 | $440.3K | 0.00% | +365+7.5% | Added |
| Ellevest, Inc. | 5,242 | $439.9K | 0.04% | +150+2.9% | Added |
| Agf Management Ltd | 5,224 | $438.4K | 0.00% | +5,224 | New |
| Ritholtz Wealth Management | 5,203 | $436.7K | 0.02% | +1,737+50.1% | Added |
| Benin Management CORP | 5,200 | $436.4K | 0.18% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,203 | $436.0K | 0.00% | −1,041−16.7% | Reduced |
| Capital Investment Advisors, LLC | 5,176 | $434.0K | 0.01% | −204−3.8% | Reduced |
| Harvest Fund Management Co., Ltd | 5,046 | $431.0K | 0.11% | +1,165+30.0% | Added |
| CWA Asset Management Group, LLC | 5,134 | $430.8K | 0.03% | +15+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 5,080 | $426.3K | 0.03% | +307+6.4% | Added |
| Equitable Holdings, Inc. | 5,079 | $426.2K | 0.01% | +10.0% | Added |
| Symmetry Partners, LLC | 5,082 | $426.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5,068 | $425.0K | 0.95% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,033 | $422.4K | 0.02% | +3+0.1% | Added |
| Erste Asset Management GmbH | 4,900 | $419.0K | 0.01% | −1,800−26.9% | Reduced |
| BCJ Capital Management, LLC | 4,992 | $418.9K | 0.04% | +357+7.7% | Added |
| Metis Global Partners, LLC | 4,880 | $409.5K | 0.04% | +1,320+37.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,747 | $398.4K | 0.00% | +773+19.5% | Added |
| Kinneret Advisory, LLC | 4,746 | $398.3K | 0.05% | −3,813−44.5% | Reduced |
| Waldron Private Wealth LLC | 5,530 | $398.0K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,694 | $393.9K | 0.01% | +4,694 | New |
| Legacy Financial Advisors, Inc. | 4,607 | $386.7K | 0.08% | −247−5.1% | Reduced |
| Verdence Capital Advisors LLC | 4,561 | $382.7K | 0.05% | +4,561 | New |
| Sompo Asset Management Co., Ltd. | 4,540 | $381.0K | 0.09% | −2,120−31.8% | Reduced |
| Everence Capital Management Inc | 4,530 | $380.0K | 0.03% | −6,640−59.4% | Reduced |
| TownSquare Capital, LLC | 4,514 | $378.8K | 0.01% | +4,514 | New |
| Tower Research Capital LLC (TRC) | 4,502 | $378.0K | 0.02% | −16,220−78.3% | Reduced |
| Miramar Capital, LLC | 4,475 | $375.5K | 0.10% | −2,500−35.8% | Reduced |
| Lincoln National Corp | 4,463 | $374.6K | 0.01% | +4,463 | New |
| Denali Advisors LLC | 4,400 | $369.2K | 0.15% | +2,600+144.4% | Added |
| 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 |
| Farmers & Merchants Investments Inc | 4,338 | $364.0K | 0.01% | −628−12.6% | Reduced |
| Hohimer Wealth Management, LLC | 4,333 | $363.6K | 0.12% | −20,815−82.8% | Reduced |
| Continuum Advisory, LLC | 4,316 | $362.2K | 0.07% | +108+2.6% | Added |
| FDx Advisors, Inc. | 4,162 | $349.0K | 0.02% | +4,162 | New |
| 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 |
| Summit X, LLC | 5,190 | $346.7K | 0.10% | −103−1.9% | Reduced |
| Alps Advisors Inc | 4,077 | $342.1K | 0.00% | −315,152−98.7% | Reduced |
| Centennial Wealth Advisory LLC | 4,070 | $341.6K | 0.19% | +246+6.4% | Added |
| Apollon Wealth Management, LLC | 4,057 | $340.5K | 0.02% | −143−3.4% | Reduced |
| Centiva Capital, LP | 4,051 | $340.0K | 0.03% | +4,051 | New |
| Concord Wealth Partners | 4,046 | $339.6K | 0.10% | −592−12.8% | Reduced |
| Cornercap Investment Counsel Inc | 3,987 | $334.6K | 0.06% | −134−3.3% | Reduced |
| Colony Group LLC | 3,982 | $334.0K | 0.00% | −2,094−34.5% | Reduced |
| Snowden Capital Advisors LLC | 3,973 | $333.4K | 0.01% | −432−9.8% | Reduced |
| WESPAC Advisors, LLC | 3,970 | $333.2K | 0.58% | +3,970 | New |
| LeJeune Puetz Investment Counsel LLC | 3,925 | $329.4K | 0.12% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 3,923 | $329.0K | 1.20% | −104−2.6% | Reduced |
| CAPROCK Group, Inc. | 3,905 | $327.7K | 0.03% | +260+7.1% | Added |
| Legacy Bridge, LLC | 3,899 | $327.2K | 0.23% | +4+0.1% | Added |
| Prossimo Advisors, LLC | 3,900 | $327.0K | 0.76% | +3,900 | New |
| Iron Horse Wealth Management, LLC | 3,879 | $326.0K | 0.18% | +2,601+203.5% | Added |
| 9258 Wealth Management, LLC | 3,865 | $324.4K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,855 | $323.5K | 0.15% | 00.0% | Unchanged |
| AIA Group Ltd | 3,787 | $317.8K | 0.02% | +1,939+104.9% | Added |
| Olistico Wealth, LLC | 3,778 | $317.0K | 0.34% | +3,778 | New |
| Echo Street Capital Management LLC | 3,721 | $312.3K | 0.00% | +3,721 | New |
| Bessemer Group Inc | 3,654 | $308.0K | 0.00% | +173+5.0% | Added |
| Cambiar Investors LLC | 3,670 | $308.0K | 0.01% | −418,798−99.1% | Reduced |
| Clarius Group, LLC | 3,662 | $307.0K | 0.03% | −68−1.8% | Reduced |
| D'Orazio & Associates, Inc. | 3,586 | $300.9K | 0.07% | +679+23.4% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,575 | $300.0K | 0.27% | +3,575 | New |
| Dynamic Advisor Solutions LLC | 3,564 | $299.1K | 0.02% | +4+0.1% | Added |
| Pathstone Family Office, LLC | 11,161 | $298.9K | 0.01% | +7,805+232.6% | Added |
| Commons Capital, LLC | 3,491 | $293.0K | 0.48% | +12+0.3% | Added |
| Keybank National Association | 3,488 | $292.7K | 0.00% | −68−1.9% | Reduced |
| Western Wealth Management, LLC | 3,474 | $291.6K | 0.03% | −4,144−54.4% | Reduced |
| Jacobi Capital Management LLC | 3,461 | $290.5K | 0.04% | −36−1.0% | Reduced |
| Mma Asset Management LLC | 3,448 | $289.4K | 0.24% | −180−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 3,415 | $286.6K | 0.01% | −127−3.6% | Reduced |
| Rehmann Capital Advisory Group | 3,378 | $283.5K | 0.03% | +494+17.1% | Added |
| Northwest Wealth Management, LLC | 3,373 | $283.1K | 0.12% | +33+1.0% | Added |
| Renaissance Group LLC | 3,362 | $282.1K | 0.01% | −740−18.0% | Reduced |
| Ieq Capital, LLC | 3,339 | $280.2K | 0.01% | −196−5.5% | Reduced |
| 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 |
| First Citizens Financial Corp | 3,306 | $277.0K | 0.24% | +507+18.1% | Added |
| Belpointe Asset Management LLC | 3,275 | $274.8K | 0.02% | +247+8.2% | Added |
| Chesley Taft & Associates LLC | 3,263 | $273.9K | 0.02% | +4+0.1% | Added |
| DoubleLine ETF Adviser LP | 3,221 | $270.3K | 0.14% | +3,221 | New |
| ING Groep NV | 3,208 | $269.2K | 0.00% | +3,208 | New |
| Comerica Securities,inc. | 3,170 | $266.0K | 0.02% | +3,170 | New |