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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 1,202 | $100.9K | 0.02% | +11+0.9% | Added |
| Ameliora Wealth Management Ltd. | 1,199 | $100.6K | 0.05% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,169 | $98.1K | 0.00% | +1,072+1,105.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,152 | $96.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,056 | $88.6K | 0.01% | +2+0.2% | Added |
| Geneos Wealth Management Inc. | 1,048 | $87.9K | 0.01% | −4,100−79.6% | Reduced |
| Private Trust Co NA | 1,017 | $85.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,010 | $84.8K | 0.02% | 00.0% | Unchanged |
| Motco | 994 | $83.4K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 971 | $81.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 960 | $80.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 959 | $80.5K | 0.00% | +504+110.8% | Added |
| First Financial Corp | 955 | $80.1K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $80.0K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 947 | $79.5K | 0.03% | +947 | New |
| Gradient Investments LLC | 945 | $79.3K | 0.00% | +606+178.8% | Added |
| Cary Street Partner Investment Advisory LLC | 938 | $78.7K | 0.01% | +938 | New |
| Old North State Trust, LLC | 922 | $77.0K | 0.05% | +922 | New |
| Level Financial Advisors, Inc. | 867 | $73.0K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 822 | $68.0K | 0.01% | −20−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 795 | $66.7K | 0.01% | +200+33.6% | Added |
| Tobam | 783 | $66.0K | 0.00% | −521−40.0% | Reduced |
| Burleson & Company, LLC | 785 | $65.9K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 763 | $64.0K | 0.06% | +6+0.8% | Added |
| Deseret Mutual Benefit Administrators | 750 | $62.9K | 0.03% | −708−48.6% | Reduced |
| Hexagon Capital Partners LLC | 732 | $61.4K | 0.02% | +27+3.8% | Added |
| Stephens Consulting, LLC | 725 | $60.8K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 725 | $60.8K | 0.01% | +725 | New |
| CVA Family Office, LLC | 720 | $60.4K | 0.01% | +40+5.9% | Added |
| Parkside Financial Bank & Trust | 708 | $59.4K | 0.02% | +47+7.1% | Added |
| Godsey & Gibb Associates | 700 | $58.7K | 0.01% | +700 | New |
| Oliver Lagore Vanvalin Investment Group | 676 | $56.7K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 672 | $56.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 665 | $55.8K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 659 | $55.3K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 662 | $55.0K | 0.02% | −297−31.0% | Reduced |
| First Command Bank | 628 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 634 | $53.0K | 0.06% | +341+116.4% | Added |
| DuPont Capital Management Corp | 599 | $50.3K | 0.00% | −58−8.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 583 | $49.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 574 | $48.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 574 | $48.0K | 0.04% | −661−53.5% | Reduced |
| Sit Investment Associates Inc | 575 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 566 | $47.5K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 565 | $47.4K | 0.00% | −100−15.0% | Reduced |
| Private Ocean, LLC | 554 | $46.5K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 550 | $46.2K | 0.04% | +164+42.5% | Added |
| Stilwell Value LLC | 547 | $45.9K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 523 | $43.9K | 0.01% | −129−19.8% | Reduced |
| Anchor Investment Management, LLC | 514 | $43.1K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 513 | $43.1K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $42.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $42.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 496 | $41.6K | 0.01% | +8+1.6% | Added |
| Point72 Middle East FZE | 468 | $39.3K | 0.00% | +468 | New |
| Glassman Wealth Services | 465 | $39.0K | 0.01% | −7−1.5% | Reduced |
| Fiduciary Alliance LLC | 457 | $38.4K | 0.01% | +457 | New |
| Bell Investment Advisors, Inc | 422 | $35.4K | 0.01% | +12+2.9% | Added |
| Boyd Watterson Asset Management LLC | 415 | $34.8K | 0.01% | +415 | New |
| WR Wealth Planners, LLC | 407 | $34.2K | 0.02% | +3+0.7% | Added |
| Hanseatic Management Services Inc | 411 | $34.0K | 0.09% | +411 | New |
| MCF Advisors LLC | 394 | $33.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $33.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $33.0K | 0.02% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 387 | $32.5K | 0.02% | +387 | New |
| Align Wealth Management, LLC | 450 | $32.5K | 0.03% | +450 | New |
| WFA Asset Management Corp | 387 | $32.5K | 0.02% | +34+9.6% | Added |
| Annapolis Financial Services, LLC | 379 | $31.8K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $31.6K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 377 | $31.6K | 0.03% | +20+5.6% | Added |
| Winch Advisory Services, LLC | 368 | $31.0K | 0.01% | +3+0.8% | Added |
| Marquette Asset Management, LLC | 368 | $30.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 364 | $30.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 350 | $29.4K | 0.00% | −55−13.6% | Reduced |
| Asset Dedication, LLC | 340 | $29.0K | 0.00% | −6−1.7% | Reduced |
| Steward Financial Group LLC | 357 | $29.0K | 0.01% | +357 | New |
| Caldwell Trust Co | 335 | $28.1K | 0.00% | +13+4.0% | Added |
| Valley National Advisers Inc | 303 | $27.0K | 0.00% | +2+0.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 321 | $26.9K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $26.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $26.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 302 | $25.3K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $25.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $25.2K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 300 | $25.2K | 0.01% | +300 | New |
| Thompson Siegel & Walmsley LLC | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 302 | $25.0K | 0.00% | +30+11.0% | Added |
| Halpern Financial, Inc. | 296 | $24.8K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $22.8K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 270 | $22.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 264 | $22.2K | 0.00% | +1+0.4% | Added |
| Institutional & Family Asset Management, LLC | 259 | $21.7K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 256 | $21.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 254 | $21.0K | 0.00% | +6+2.4% | Added |
| Grove Bank & Trust | 250 | $21.0K | 0.00% | +250 | New |
| Massmutual Trust Co FSB | 244 | $20.0K | 0.00% | +2+0.8% | Added |
| Hoese & Co LLP | 224 | $20.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 238 | $20.0K | 0.01% | −103−30.2% | Reduced |