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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.

Institutional holdersQ4 2022: 784 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ4 2022: $15.5B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$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.

Institutions holding PFG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bayesian Capital Management, LP0$00.00%−8,406−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−7,006−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−5,963−100.0%Sold out
First Hawaiian Bank0$00.00%−5,410−100.0%Sold out
Wolverine Trading, LLC0$00.00%−4,464−100.0%Sold out
Independent Advisor Alliance0$00.00%−4,076−100.0%Sold out
Mutual Advisors, LLC0$00.00%−3,739−100.0%Sold out
Premier Asset Management LLC0$00.00%−3,650−100.0%Sold out
Sunflower Bank, N.A.0$00.00%−3,645−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
Aquatic Capital Management LLC0$00.00%−3,500−100.0%Sold out
OPSEU Pension Plan Trust Fund0$00.00%−3,200−100.0%Sold out
PEAK6 Investments LLC0$00.00%−3,291−100.0%Sold out
Inlet Private Wealth, LLC0$00.00%−3,237−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−3,114−100.0%Sold out
RFG Advisory, LLC0$00.00%−2,382−100.0%Sold out
Pinnacle Financial Partners Inc0$00.00%−2,838−100.0%Sold out
BCGM Wealth Management, LLC0$00.00%−2,340−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−2,289−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2,232−100.0%Sold out
Standard Family Office LLC0$00.00%−1,700−100.0%Sold out
Neo Ivy Capital Management0$00.00%−550−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−486−100.0%Sold out
O'Dell Group, LLC0$00.00%−465−100.0%Sold out
Hudock, Inc.0$00.00%−452−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−237−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−215−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−134−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−110−100.0%Sold out
EdgeRock Capital LLC0$00.00%−64−100.0%Sold out
Cambridge Trust Co0$00.00%−23−100.0%Sold out
Evoke Wealth, LLC0$00.00%−28−100.0%Sold out
Eaton Vance Management––––Not filed
Jefferies Group LLC––––Not filed
Regentatlantic Capital LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
UBP Investment Advisors SA––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
55I, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
NuWave Investment Management, LLC––––Not filed
Covington Capital Management––––Not filed
American Portfolios Advisors––––Not filed
Strategic Asset Management, LLC––––Not filed