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, Q1 2023
Institutional positions in Principal Financial Group Inc as of Mar 31, 2023. 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
- 745
- −22 vs. Q4 2022
- Shares held
- 184.6M
- +50.1K (0.0%) vs. Q4 2022
- Total value
- $13.4B
- −$2.05B (−13.2%) vs. Q4 2022
- New holders
- 71
- 279 more added
- Sold out
- 93
- 246 more reduced
17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 74 | $4 | 0.00% | −10−11.9% | Reduced |
| Canada Pension Plan Investment Board | 1 | $74 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $304 | 0.00% | −78−95.1% | Reduced |
| Rosenberg Matthew Hamilton | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $372 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $446 | 0.00% | +4+200.0% | Added |
| 25 LLC | 7 | $500 | 0.00% | +7 | New |
| North Star Investment Management Corp. | 12 | $892 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $900 | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,004 | $1.00K | 0.01% | +608+153.5% | Added |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | −1,216−99.2% | Reduced |
| Penserra Capital Management LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 16 | $1.00K | 0.00% | +16 | New |
| Central Bank & Trust Co | 16 | $1.19K | 0.00% | +16 | New |
| Tucker Asset Management LLC | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.78K | 0.00% | −17−41.5% | Reduced |
| SkyView Investment Advisors, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Carolinas Wealth Consulting LLC | 29 | $2.15K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $2.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $2.53K | 0.00% | +27+385.7% | Added |
| Piscataqua Savings Bank | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $2.60K | 0.00% | −6−14.6% | Reduced |
| SOA Wealth Advisors, LLC. | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $2.75K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 40 | $2.97K | 0.00% | +40 | New |
| Householder Group Estate & Retirement Specialist, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 42 | $3.00K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 41 | $3.05K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $3.05K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 60 | $4.46K | 0.00% | +30+100.0% | Added |
| Globeflex Capital L P | 63 | $4.68K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $5.28K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 78 | $6.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 87 | $6.47K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 90 | $6.69K | 0.00% | −7−7.2% | Reduced |
| Eagle Bay Advisors LLC | 96 | $7.13K | 0.00% | −51−34.7% | Reduced |
| Ridgewood Investments LLC | 96 | $7.13K | 0.00% | +96 | New |
| Clearstead Advisors, LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $7.51K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 103 | $7.66K | 0.01% | −1,193−92.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 108 | $8.03K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $8.18K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 114 | $8.47K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 115 | $8.55K | 0.01% | +115 | New |
| Earnest Partners LLC | 116 | $8.62K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 118 | $8.66K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $8.96K | 0.01% | −124−55.4% | Reduced |
| Jones Financial Companies LLLP | 125 | $9.29K | 0.00% | +125 | New |
| WealthPlan Investment Management, LLC | 126 | $9.36K | 0.00% | −2,301−94.8% | Reduced |
| Investors Research Corp | 126 | $9.36K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 126 | $9.36K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 131 | $9.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 133 | $9.86K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 135 | $10.0K | 0.00% | −17−11.2% | Reduced |
| Farther Finance Advisors, LLC | 136 | $10.1K | 0.00% | +34+33.3% | Added |
| Ritter Daniher Financial Advisory LLC | 144 | $10.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 158 | $11.7K | 0.00% | −46−22.5% | Reduced |
| Lindbrook Capital, LLC | 159 | $11.8K | 0.00% | −78−32.9% | Reduced |
| Beacon Capital Management, LLC | 159 | $11.8K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $11.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 165 | $12.3K | 0.00% | +40+32.0% | Added |
| Creative Financial Designs Inc | 166 | $12.3K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 168 | $12.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $14.0K | 0.00% | +189 | New |
| CoreFirst Bank & Trust | 197 | $14.6K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 198 | $14.7K | 0.01% | +198 | New |
| Financial Management Professionals, Inc. | 199 | $15.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 212 | $15.8K | 0.00% | +58+37.7% | Added |
| Rocky Mountain Advisers, LLC | 211 | $16.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $16.3K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 225 | $16.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 238 | $17.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 251 | $18.0K | 0.00% | −3−1.2% | Reduced |
| First Manhattan Co | 256 | $19.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 259 | $19.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 270 | $20.1K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $20.2K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 277 | $21.0K | 0.00% | −25−8.3% | Reduced |
| Pflug Koory, LLC | 285 | $21.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 290 | $21.6K | 0.00% | +62+27.2% | Added |
| Cary Street Partner Investment Advisory LLC | 296 | $22.0K | 0.00% | −642−68.4% | Reduced |
| Halpern Financial, Inc. | 296 | $22.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 297 | $22.1K | 0.00% | +47+18.8% | Added |
| Old Second National Bank of Aurora | 300 | $22.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $22.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 302 | $22.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 306 | $23.0K | 0.00% | +3+1.0% | Added |
| HighMark Wealth Management LLC | 310 | $23.0K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $23.8K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 321 | $23.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 323 | $24.0K | 0.00% | +79+32.4% | Added |
| Caldwell Trust Co | 335 | $24.9K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 351 | $26.1K | 0.02% | −26−6.9% | Reduced |