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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.

Q1 2023 vs. Q4 2022

How the institutions holding Principal Financial Group Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of PFG: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders78417745−22
Shares184.7M187.9K184.6M+50.1K (0.0%)
Value$15.5B$16.1M$13.4B−$2.05B (−13.2%)

17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held Principal Financial Group Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to PFG in Q1 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC625,035$46.5M0.15%
Brookfield Asset Management Inc.177,840$13.2M0.05%
NewEdge Wealth, LLC150,481$11.2M0.42%
MKP Capital Management, L.L.C.61,194$4.55M0.73%
Quantbot Technologies LP34,168$2.54M0.18%
CBOE Vest Financial, LLC19,272$1.43M0.19%
Tudor Investment Corp Et Al18,105$1.35M0.03%
Kestra Private Wealth Services, LLC17,788$1.32M0.05%
Centric Wealth Management15,970$1.19M0.52%
Crestline Management, LP15,000$1.11M0.14%
Industrial Alliance Investment Management Inc.14,963$1.11M0.03%
Polianta Ltd14,000$1.04M0.48%
Laurion Capital Management LP13,821$1.03M0.05%
Estate Counselors, LLC13,070$971.4K0.13%
SageView Advisory Group, LLC11,691$868.9K0.06%
Aigen Investment Management, LP11,288$838.9K0.12%
Axq Capital, LP9,700$720.9K0.29%
Strategic Investment Advisors9,595$713.1K0.13%
Ostrum Asset Management9,472$704.0K0.06%
Proquility Private Wealth Partners, LLC9,391$697.9K0.28%
Magnetar Financial LLC8,996$668.6K0.01%
Unigestion Holding SA8,659$642.0K0.03%
Lion Street Advisors, LLC8,389$623.5K0.19%
Strategy Asset Managers LLC7,916$588.3K0.14%
Blueshift Asset Management, LLC6,515$484.2K0.20%
ISAM Funds (UK) Ltd6,325$470.1K0.60%
Ramiah Investment Group6,134$455.9K0.41%
Versor Investments LP5,908$439.1K0.06%
Cipher Capital LP5,631$418.5K0.08%
Seven Eight Capital, LP5,596$415.9K0.09%
Resolute Wealth Strategies, LLC5,467$406.3K0.35%
Maven Securities LTD5,115$380.1K0.06%
Kula Investments, LLC4,994$371.2K0.09%
Independent Advisor Alliance4,554$338.5K0.02%
Fox Run Management, L.L.C.4,478$332.8K0.11%
Capstone Investment Advisors, LLC4,385$325.9K0.01%
XTX Topco Ltd4,188$311.3K0.07%
Harbor Capital Advisors, Inc.3,923$291.6K0.08%
Bayesian Capital Management, LP3,800$282.4K0.03%
Itau Unibanco Holding S.A.3,798$282.3K0.01%
Northern Oak Wealth Management Inc3,414$253.7K0.03%
Gateway Advisory, LLC3,269$243.0K0.05%
Kapitalo Investimentos Ltda3,258$242.1K0.08%
Brinker Capital Investments, LLC3,162$235.0K0.00%
Meritage Group LP3,063$228.0K0.01%
Wexford Capital LP2,963$220.2K0.05%
Nilsine Partners, LLC2,949$219.2K0.03%
StrategIQ Financial Group, LLC2,920$217.0K0.03%
PFG Investments, LLC2,776$206.3K0.04%
International Assets Investment Management, LLC1,908$141.8K0.02%
Bokf, NA1,188$88.3K0.00%
Ameritas Advisory Services, LLC922$69.3K0.00%
Systematic Alpha Investments, LLC700$52.0K0.00%
Ahrens Investment Partners LLC600$44.6K0.02%
PEAK6 Investments LLC480$35.7K0.00%
Avalon Trust Co465$34.6K0.00%
Paladin Advisory Group, LLC449$33.4K0.03%
Venturi Wealth Management, LLC436$32.4K0.00%
GPS Wealth Strategies Group, LLC382$28.4K0.01%
Belmont Capital, LLC198$14.7K0.01%
Strategic Investment Solutions, Inc.189$14.0K0.00%
Jones Financial Companies LLLP125$9.29K0.00%
Pointe Capital Management LLC115$8.55K0.01%
Ridgewood Investments LLC96$7.13K0.00%
Loomis Sayles & Co L P42$3.00K0.00%
Guardian Wealth Management, Inc.40$2.97K0.00%
SkyView Investment Advisors, LLC26$2.00K0.00%
Central Bank & Trust Co16$1.19K0.00%
Baldrige Asset Management LLC16$1.00K0.00%
25 LLC7$5000.00%
Wolff Wiese Magana LLC5$3720.00%

Sold out (93)

Institutions that held Principal Financial Group Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of PFG in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Twinbeech Capital LP235,930$19.8M
Bridgewater Associates, LP58,518$4.91M
Dynamic Technology Lab Private Ltd57,146$4.80M
CIBC World Markets Inc.48,102$4.04M
Occudo Quantitative Strategies LP42,101$3.53M
Trexquant Investment LP41,137$3.45M
Worldquant Millennium Advisors LLC38,660$3.24M
Engineers Gate Manager LP35,552$2.98M
Dai-Ichi Life Insurance Company, Ltd32,252$2.71M
Wakefield Asset Management LLLP29,666$2.49M
Holocene Advisors, LP19,707$1.65M
Eqis Capital Management, Inc.19,149$1.61M
Headlands Technologies LLC17,590$1.48M
Redwood Investment Management, LLC17,396$1.46M
Intrua Financial, LLC16,482$1.43M
Syntal Capital Partners, LLC15,918$1.34M
Renaissance Technologies LLC15,822$1.33M
Y-Intercept (Hong Kong) Ltd15,428$1.29M
Pearl River Capital, LLC11,833$993.0K
Panagora Asset Management Inc11,466$962.2K
Gladstone Institutional Advisory LLC10,928$917.1K
Friedenthal Financial8,921$749.0K
FORA Capital, LLC8,858$743.4K
Allstate Corp8,335$699.5K
Burns Matteson Capital Management, LLC7,645$641.6K
Cypress Capital Group6,852$575.0K
Meiji Yasuda Life Insurance Co6,540$549.0K
Jmac Enterprises LLC6,000$503.5K
Quantitative Investment Management, LLC5,428$455.0K
Caliber Wealth Management, LLC5,312$445.8K
Graham Capital Management, L.P.5,286$443.6K
BCJ Capital Management, LLC4,992$418.9K
Miramar Capital, LLC4,475$375.5K
Cambiar Investors LLC3,670$308.0K
D'Orazio & Associates, Inc.3,586$300.9K
Dynamic Advisor Solutions LLC3,564$299.1K
Eads & Heald Wealth Management3,321$279.0K
ING Groep NV3,208$269.2K
CenterBook Partners LP3,095$259.7K
Cornerstone Advisors Asset Management, LLC3,068$257.5K
Community Capital Management, Inc.3,000$251.8K
Glassy Mountain Advisors, Inc.3,000$251.8K
Lane & Associates LLC2,950$247.6K
Global Assets Advisory, LLC2,945$247.2K
Brookstone Capital Management2,817$246.4K
Checchi Capital Advisers, LLC2,934$246.2K
Leavell Investment Management, Inc.2,730$229.0K
VisionPoint Advisory Group, LLC2,462$229.0K
Stock Yards Bank & Trust Co2,716$228.0K
Trust Asset Management LLC2,673$224.3K
Meeder Advisory Services, Inc.2,655$222.8K
Brighton Jones LLC2,627$220.4K
First National Trust Co2,606$218.7K
Chicago Trust Co NA2,600$218.0K
Rothschild Investment Corp2,580$217.0K
Moody National Bank Trust Division2,582$217.0K
Wesbanco Bank Inc2,557$215.0K
Patriot Financial Group Insurance Agency, LLC2,553$214.2K
Ashton Thomas Private Wealth, LLC2,541$213.2K
NJ State Employees Deferred Compensation Plan2,500$209.8K
Wedmont Private Capital2,392$209.2K
S&CO Inc2,500$209.0K
SeaCrest Wealth Management, LLC2,453$205.9K
RIA Advisory Group LLC3,042$204.6K
Independent Wealth Network Inc.2,423$203.3K
Hunter Associates Investment Management LLC2,411$201.0K
Tompkins Financial Corp2,080$175.0K
Sentry Investment Management LLC1,557$131.0K
Ameliora Wealth Management Ltd.1,199$100.6K
Money Concepts Capital Corp1,169$98.1K
Dark Forest Capital Management LP725$60.8K
DuPont Capital Management Corp599$50.3K
Clearview Wealth Advisors LLC513$43.1K
Point72 Middle East FZE468$39.3K
Fiduciary Alliance LLC457$38.4K
Hanseatic Management Services Inc411$34.0K
3Chopt Investment Partners, LLC387$32.5K
MinichMacGregor Wealth Management, LLC300$25.2K
Zullo Investment Group, Inc.235$19.7K
U.S. Capital Wealth Advisors, LLC192$16.1K
Accurate Wealth Management, LLC121$10.6K
Coppell Advisory Solutions LLC122$10.2K
Coppell Advisory Solutions Corp.122$10.2K
Adirondack Retirement Specialists, Inc.100$8.39K
Crewe Advisors LLC91$7.64K
PFG Private Wealth Management, LLC56$5.00K
Paragon Wealth Strategies, LLC53$4.45K
FWL Investment Management, LLC40$3.36K
Antonetti Capital Management LLC33$2.80K
American National Bank22$2.00K
Ogorek Anthony Joseph12$1.00K
New Millennium Group LLC10$839
Addison Advisors LLC5$420

Not filed for Q1 2023 yet (17)

Institutions that held Principal Financial Group Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank59,872$5.35M
Alaska Permanent Fund Corp35,700$3.00M
CoreCap Advisors, LLC20,391$1.71M
ARGI Investment Services, LLC16,295$1.37M
Seeyond12,402$1.04M
Gibson Wealth Advisors LLC10,962$940.0K
Allstate Investment Management Co8,335$699.5K
Alpha Paradigm Partners, LLC7,700$646.0K
Keeler & Nadler Financial Planning & Wealth Management3,575$300.0K
First Citizens Financial Corp3,306$277.0K
Zeke Capital Advisors, LLC3,110$261.0K
Security National Bank of So Dak3,000$252.0K
Trustcore Financial Services, LLC971$81.5K
Capital Directions Investment Advisors, LLC947$79.5K
Burleson & Company, LLC785$65.9K
Align Wealth Management, LLC450$32.5K
Cornerstone Planning Group LLC100$8.69K