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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 3,147 | $264.1K | 0.00% | +3,147 | New |
| Kinloch Capital, LLC | 3,130 | $263.0K | 0.15% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,987 | $262.7K | 0.12% | +2,987 | New |
| Brown Advisory Inc | 3,127 | $262.4K | 0.00% | +89+2.9% | Added |
| Atlas Capital Advisors LLC | 3,120 | $261.8K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,118 | $261.7K | 0.01% | −657−17.4% | Reduced |
| Zeke Capital Advisors, LLC | 3,110 | $261.0K | 0.02% | −789−20.2% | Reduced |
| CenterBook Partners LP | 3,095 | $259.7K | 0.04% | +3,095 | New |
| IHT Wealth Management, LLC | 3,085 | $258.9K | 0.02% | +3,085 | New |
| 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 |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $257.7K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 3,068 | $257.5K | 0.14% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,029 | $254.0K | 0.05% | −48−1.6% | Reduced |
| Sigma Planning Corp | 3,021 | $253.6K | 0.01% | +39+1.3% | Added |
| Koshinski Asset Management, Inc. | 3,019 | $253.4K | 0.02% | +222+7.9% | Added |
| Security National Bank of So Dak | 3,000 | $252.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| Pitcairn Co | 2,990 | $250.9K | 0.03% | −59−1.9% | Reduced |
| Lane & Associates LLC | 2,950 | $247.6K | 0.23% | +2,950 | New |
| Global Assets Advisory, LLC | 2,945 | $247.2K | 0.26% | +120+4.2% | Added |
| Brookstone Capital Management | 2,817 | $246.4K | 0.00% | +2,817 | New |
| Checchi Capital Advisers, LLC | 2,934 | $246.2K | 0.03% | −247−7.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,747 | $245.4K | 0.01% | −194−6.6% | Reduced |
| Wedge Capital Management L L P | 2,911 | $244.0K | 0.00% | −411−12.4% | Reduced |
| Orion Portfolio Solutions, LLC | 2,876 | $241.4K | 0.01% | +2,876 | New |
| Security National Bank | 2,795 | $234.6K | 0.06% | −110−3.8% | Reduced |
| J.W. Cole Advisors, Inc. | 2,777 | $233.1K | 0.02% | +2+0.1% | Added |
| Sather Financial Group Inc | 2,754 | $231.1K | 0.02% | +2,754 | New |
| Leavell Investment Management, Inc. | 2,730 | $229.0K | 0.02% | +2,730 | New |
| VisionPoint Advisory Group, LLC | 2,462 | $229.0K | 0.09% | +2,462 | New |
| Stock Yards Bank & Trust Co | 2,716 | $228.0K | 0.01% | +2,716 | New |
| WealthPlan Investment Management, LLC | 2,427 | $225.7K | 0.02% | +3+0.1% | Added |
| Trust Asset Management LLC | 2,673 | $224.3K | 0.03% | +2,673 | New |
| WealthPLAN Partners, LLC | 2,427 | $223.2K | 0.02% | +2,427 | New |
| Meeder Advisory Services, Inc. | 2,655 | $222.8K | 0.03% | +2,655 | New |
| Brighton Jones LLC | 2,627 | $220.4K | 0.01% | +2,627 | New |
| First National Trust Co | 2,606 | $218.7K | 0.01% | +2,606 | New |
| Chicago Trust Co NA | 2,600 | $218.0K | 0.05% | −2,500−49.0% | Reduced |
| Profund Advisors LLC | 2,586 | $217.0K | 0.01% | +2,586 | 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 |
| Axxcess Wealth Management, LLC | 2,578 | $216.3K | 0.02% | +2,578 | New |
| Sageworth Trust Co | 2,577 | $216.0K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,557 | $215.0K | 0.01% | +2,557 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,553 | $214.2K | 0.05% | +2,553 | New |
| Signaturefd, LLC | 2,545 | $213.6K | 0.01% | −14−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,541 | $213.2K | 0.02% | +2,541 | New |
| Cullen/Frost Bankers, Inc. | 2,521 | $211.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,518 | $211.3K | 0.00% | −37−1.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,506 | $210.3K | 0.05% | +2,506 | New |
| NJ State Employees Deferred Compensation Plan | 2,500 | $209.8K | 0.03% | +2,500 | New |
| Wedmont Private Capital | 2,392 | $209.2K | 0.03% | +2,392 | New |
| S&CO Inc | 2,500 | $209.0K | 0.02% | +2,500 | New |
| Resurgent Financial Advisors LLC | 2,482 | $208.3K | 0.11% | +2,482 | New |
| TSFG, LLC | 2,479 | $208.0K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,453 | $205.9K | 0.03% | −937−27.6% | Reduced |
| Avantax Advisory Services, Inc. | 2,440 | $204.8K | 0.00% | −696−22.2% | Reduced |
| RIA Advisory Group LLC | 3,042 | $204.6K | 0.12% | +3,042 | New |
| Sawtooth Solutions, LLC | 2,425 | $203.5K | 0.03% | +2,425 | New |
| Independent Wealth Network Inc. | 2,423 | $203.3K | 0.14% | +2,423 | New |
| Cresset Asset Management, LLC | 2,418 | $202.9K | 0.00% | −698−22.4% | Reduced |
| Hunter Associates Investment Management LLC | 2,411 | $201.0K | 0.05% | +2,411 | New |
| Bartlett & Co. Wealth Management LLC | 2,288 | $192.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,288 | $192.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,215 | $186.0K | 0.00% | +2,215 | New |
| Assetmark, Inc | 2,204 | $185.0K | 0.00% | +1,772+410.2% | Added |
| Quadrant Capital Group LLC | 2,129 | $178.7K | 0.02% | −71−3.2% | Reduced |
| Tompkins Financial Corp | 2,080 | $175.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,002 | $168.0K | 0.01% | −136−6.4% | Reduced |
| Harbour Investments, Inc. | 1,990 | $167.0K | 0.01% | −194−8.9% | Reduced |
| Optimum Investment Advisors | 1,950 | $163.6K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,944 | $163.2K | 0.01% | −145−6.9% | Reduced |
| Huntington National Bank | 1,919 | $161.0K | 0.00% | −26−1.3% | Reduced |
| Syverson Strege & Co | 1,837 | $154.1K | 0.07% | −573−23.8% | Reduced |
| West Financial Advisors, LLC | 1,826 | $153.2K | 0.04% | −36−1.9% | Reduced |
| Silvant Capital Management LLC | 1,747 | $146.6K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,688 | $141.0K | 0.07% | +280+19.9% | Added |
| Accel Wealth Management | 1,633 | $137.0K | 0.07% | +2+0.1% | Added |
| AlphaCentric Advisors LLC | 1,594 | $133.8K | 0.13% | −315−16.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,578 | $132.4K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,576 | $132.3K | 0.02% | +500+46.5% | Added |
| Stonebridge Capital Advisors LLC | 1,570 | $131.8K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,557 | $131.0K | 0.06% | +224+16.8% | Added |
| JNBA Financial Advisors | 1,532 | $128.6K | 0.02% | −36−2.3% | Reduced |
| Central Trust Co | 1,428 | $119.8K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,402 | $118.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $116.8K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $116.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,380 | $115.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,352 | $113.5K | 0.01% | +7+0.5% | Added |
| AdvisorNet Financial, Inc | 1,349 | $113.2K | 0.01% | +67+5.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,303 | $109.0K | 0.00% | +100+8.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,296 | $108.8K | 0.09% | +1,296 | New |
| Quent Capital, LLC | 1,288 | $108.1K | 0.02% | −48−3.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,494 | $108.0K | 0.00% | +362+32.0% | Added |
| State of Wyoming | 1,220 | $102.4K | 0.03% | −35−2.8% | Reduced |