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 |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 364 | $27.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 371 | $27.6K | 0.00% | +21+6.0% | Added |
| Winch Advisory Services, LLC | 371 | $28.0K | 0.01% | +3+0.8% | Added |
| DB Wealth Management Group, LLC | 377 | $28.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 379 | $28.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 382 | $28.4K | 0.01% | +382 | New |
| WFA Asset Management Corp | 387 | $28.7K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $29.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $29.4K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $29.7K | 0.01% | +200+100.0% | Added |
| Steward Financial Group LLC | 410 | $30.0K | 0.01% | +53+14.8% | Added |
| Bell Investment Advisors, Inc | 409 | $30.4K | 0.01% | −13−3.1% | Reduced |
| WR Wealth Planners, LLC | 411 | $30.5K | 0.01% | +4+1.0% | Added |
| Boyd Watterson Asset Management LLC | 415 | $30.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 436 | $32.4K | 0.00% | +436 | New |
| Asset Dedication, LLC | 453 | $33.0K | 0.00% | +113+33.2% | Added |
| Clear Street Markets LLC | 449 | $33.0K | 0.01% | +220+96.1% | Added |
| Paladin Advisory Group, LLC | 449 | $33.4K | 0.03% | +449 | New |
| Avalon Trust Co | 465 | $34.6K | 0.00% | +465 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 470 | $34.9K | 0.00% | +206+78.0% | Added |
| Lee Financial Co | 480 | $35.7K | 0.01% | −43−8.2% | Reduced |
| PEAK6 Investments LLC | 480 | $35.7K | 0.00% | +480 | New |
| Glassman Wealth Services | 482 | $35.8K | 0.01% | +17+3.7% | Added |
| Global Financial Private Client, LLC | 500 | $36.8K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 496 | $36.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $37.2K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 513 | $38.1K | 0.02% | −53−9.4% | Reduced |
| Anchor Investment Management, LLC | 514 | $38.2K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 517 | $38.4K | 0.03% | −33−6.0% | Reduced |
| Stilwell Value LLC | 547 | $40.7K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 554 | $41.2K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 583 | $43.0K | 0.04% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 600 | $44.6K | 0.02% | +600 | New |
| Hexagon Capital Partners LLC | 604 | $44.9K | 0.01% | −128−17.5% | Reduced |
| Covestor Ltd | 610 | $45.0K | 0.04% | +36+6.3% | Added |
| First Command Bank | 628 | $46.7K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $46.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 628 | $46.7K | 0.01% | +54+9.4% | Added |
| First Community Trust NA | 634 | $47.1K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 659 | $49.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1,023 | $49.0K | 0.02% | +361+54.5% | Added |
| Riggs Asset Managment Co. Inc. | 665 | $49.4K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 672 | $49.9K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 676 | $50.2K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $52.0K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 700 | $52.0K | 0.00% | +700 | New |
| Parkside Financial Bank & Trust | 711 | $52.8K | 0.01% | +3+0.4% | Added |
| Stephens Consulting, LLC | 725 | $53.9K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 725 | $53.9K | 0.01% | +5+0.7% | Added |
| Marquette Asset Management, LLC | 728 | $54.1K | 0.01% | +360+97.8% | Added |
| MV Capital Management, Inc. | 738 | $54.8K | 0.01% | +588+392.0% | Added |
| Gradient Investments LLC | 744 | $55.3K | 0.00% | −201−21.3% | Reduced |
| Deseret Mutual Benefit Administrators | 750 | $55.7K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 768 | $57.0K | 0.05% | +5+0.7% | Added |
| First Horizon Advisors, Inc. | 791 | $58.8K | 0.00% | −1,211−60.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 795 | $59.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 803 | $59.7K | 0.00% | −245−23.4% | Reduced |
| Johnson Financial Group, Inc. | 804 | $59.8K | 0.00% | +239+42.3% | Added |
| Ronald Blue Trust, Inc. | 719 | $60.0K | 0.00% | −775−51.9% | Reduced |
| Level Financial Advisors, Inc. | 867 | $64.4K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 922 | $69.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 922 | $69.3K | 0.00% | +922 | New |
| TD Private Client Wealth LLC | 937 | $69.6K | 0.00% | −22−2.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $70.6K | 0.00% | −202−17.5% | Reduced |
| Pinnacle Bancorp, Inc. | 951 | $70.7K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 955 | $71.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,025 | $71.8K | 0.00% | +826+415.1% | Added |
| Manchester Capital Management LLC | 977 | $72.6K | 0.01% | +17+1.8% | Added |
| Duncker Streett & Co Inc | 1,010 | $75.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,017 | $75.6K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,054 | $78.3K | 0.01% | −2−0.2% | Reduced |
| Motco | 1,136 | $84.4K | 0.01% | +142+14.3% | Added |
| State of Wyoming | 1,158 | $86.1K | 0.03% | −62−5.1% | Reduced |
| Bokf, NA | 1,188 | $88.3K | 0.00% | +1,188 | New |
| Benjamin F. Edwards & Company, Inc. | 1,203 | $89.0K | 0.00% | −100−7.7% | Reduced |
| Quent Capital, LLC | 1,222 | $90.8K | 0.02% | −66−5.1% | Reduced |
| Tobam | 1,246 | $93.0K | 0.01% | +463+59.1% | Added |
| AdvisorNet Financial, Inc | 1,300 | $96.6K | 0.01% | −49−3.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,309 | $97.3K | 0.01% | −43−3.2% | Reduced |
| Archer Investment Corp | 1,244 | $98.0K | 0.04% | +1,200+2,727.3% | Added |
| FinTrust Capital Advisors, LLC | 1,202 | $100.9K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,380 | $102.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $103.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $103.5K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,402 | $104.2K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,422 | $105.7K | 0.00% | −205,578−99.3% | Reduced |
| AlphaCentric Advisors LLC | 1,518 | $112.8K | 0.08% | −76−4.8% | Reduced |
| JNBA Financial Advisors | 1,532 | $113.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,565 | $116.3K | 0.00% | +137+9.6% | Added |
| Harbor Investment Advisory, LLC | 1,576 | $117.1K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,578 | $117.3K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,644 | $122.2K | 0.01% | +74+4.7% | Added |
| Desjardins Global Asset Management Inc. | 1,710 | $127.0K | 0.02% | +888+108.0% | Added |
| Silvant Capital Management LLC | 1,747 | $129.8K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,771 | $131.6K | 0.03% | −55−3.0% | Reduced |
| Syverson Strege & Co | 1,875 | $139.3K | 0.06% | +38+2.1% | Added |
| International Assets Investment Management, LLC | 1,908 | $141.8K | 0.02% | +1,908 | New |
| Optimum Investment Advisors | 1,950 | $144.9K | 0.08% | 00.0% | Unchanged |
| Accel Wealth Management | 1,956 | $145.4K | 0.06% | +323+19.8% | Added |