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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 745 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 heldQ1 2023: $13.4B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2022.

Institutions holding PFG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Quadrant Capital Group LLC2,126$158.0K0.02%−3−0.1%Reduced
Bartlett & Co. LLC2,155$160.0K0.00%−133−5.8%Reduced
Bartlett & Co. Wealth Management LLC2,155$160.2K0.00%−133−5.8%Reduced
Huntington National Bank2,168$161.1K0.00%+249+13.0%Added
Harbour Investments, Inc.2,356$175.1K0.01%+366+18.4%Added
Denali Advisors LLC2,433$180.8K0.08%−1,967−44.7%Reduced
Signaturefd, LLC2,443$181.6K0.00%−102−4.0%Reduced
WealthPLAN Partners, LLC2,466$183.3K0.02%+39+1.6%Added
Parallel Advisors, LLC2,473$183.8K0.01%+529+27.2%Added
TSFG, LLC2,479$184.0K0.07%00.0%Unchanged
Whittier Trust Co2,518$187.1K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC1,688$190.0K0.08%00.0%Unchanged
Sageworth Trust Co2,577$191.5K0.01%00.0%Unchanged
Resurgent Financial Advisors LLC2,692$200.1K0.13%+210+8.5%Added
IHT Wealth Management, LLC2,719$202.0K0.01%−366−11.9%Reduced
Ameritas Investment Partners, Inc.2,747$204.2K0.01%00.0%Unchanged
DoubleLine ETF Adviser LP2,752$204.5K0.09%−469−14.6%Reduced
Sather Financial Group Inc2,754$204.7K0.02%00.0%Unchanged
Fund Management at Engine No. 1 LLC2,761$205.2K0.04%+255+10.2%Added
Profund Advisors LLC2,772$206.0K0.01%+186+7.2%Added
PFG Investments, LLC2,776$206.3K0.04%+2,776New
Atria Wealth Solutions, Inc.2,779$206.5K0.00%−5,072−64.6%Reduced
J.W. Cole Advisors, Inc.2,780$206.6K0.01%+3+0.1%Added
Security National Bank2,795$207.7K0.06%00.0%Unchanged
Axxcess Wealth Management, LLC2,823$209.8K0.02%+245+9.5%Added
Harvest Fund Management Co., Ltd2,825$210.0K0.05%−2,221−44.0%Reduced
Boston Private Wealth LLC2,891$214.9K0.00%−2,392−45.3%Reduced
Avantax Advisory Services, Inc.2,896$215.3K0.00%+456+18.7%Added
StrategIQ Financial Group, LLC2,920$217.0K0.03%+2,920New
Prime Capital Investment Advisors, LLC2,925$217.4K0.01%−1,769−37.7%Reduced
Atlas Capital Advisors LLC2,927$217.5K0.03%−193−6.2%Reduced
Cigna Investments Inc2,925$218.0K0.04%−104−3.4%Reduced
Nilsine Partners, LLC2,949$219.2K0.03%+2,949New
Horizon Investments, LLC2,960$220.0K0.01%−7,271−71.1%Reduced
Wexford Capital LP2,963$220.2K0.05%+2,963New
Redhawk Wealth Advisors, Inc.3,000$223.0K0.08%00.0%Unchanged
CRA Financial Services, LLC3,000$223.0K0.07%00.0%Unchanged
Koshinski Asset Management, Inc.3,004$223.3K0.02%−15−0.5%Reduced
Brown Advisory Inc3,010$223.7K0.00%−117−3.7%Reduced
Comerica Securities,inc.3,013$223.9K0.02%−157−5.0%Reduced
Sigma Planning Corp3,030$225.2K0.01%+9+0.3%Added
Renaissance Group LLC3,050$226.7K0.01%−312−9.3%Reduced
Paragon Capital Management Ltd3,059$227.3K0.05%−14−0.5%Reduced
Meritage Group LP3,063$228.0K0.01%+3,063New
Jackson, Grant Investment Advisers, Inc.3,071$228.2K0.11%00.0%Unchanged
Astoria Portfolio Advisors LLC.3,171$229.6K0.10%+184+6.2%Added
Kinloch Capital, LLC3,130$233.0K0.14%00.0%Unchanged
Orion Portfolio Solutions, LLC3,162$235.0K0.00%+286+9.9%Added
Brinker Capital Investments, LLC3,162$235.0K0.00%+3,162New
Bessemer Group Inc3,197$238.0K0.00%−457−12.5%Reduced
Concord Wealth Partners3,217$239.1K0.07%−829−20.5%Reduced
Commons Capital, LLC3,218$239.2K0.38%−273−7.8%Reduced
Kapitalo Investimentos Ltda3,258$242.1K0.08%+3,258New
HB Wealth Management, LLC3,259$242.2K0.00%+112+3.6%Added
Affinity Wealth Management LLC3,259$242.2K0.06%+186+6.1%Added
Chesley Taft & Associates LLC3,263$242.5K0.02%00.0%Unchanged
Gateway Advisory, LLC3,269$243.0K0.05%+3,269New
Northwest Wealth Management, LLC3,274$243.4K0.09%−99−2.9%Reduced
Wedge Capital Management L L P3,295$244.9K0.00%+384+13.2%Added
WESPAC Advisors, LLC3,323$247.0K0.23%−647−16.3%Reduced
Stratos Wealth Partners, LTD.3,353$249.2K0.01%−62−1.8%Reduced
Rehmann Capital Advisory Group3,412$253.6K0.02%+34+1.0%Added
Northern Oak Wealth Management Inc3,414$253.7K0.03%+3,414New
Mma Asset Management LLC3,448$256.3K0.18%00.0%Unchanged
AIA Group Ltd3,464$257.4K0.01%−323−8.5%Reduced
Campbell & CO Investment Adviser LLC3,489$259.3K0.05%−4,681−57.3%Reduced
LeJeune Puetz Investment Counsel LLC3,500$260.1K0.09%−425−10.8%Reduced
Raymond James Trust N.A.3,511$261.0K0.01%+184+5.5%Added
Keybank National Association3,513$261.1K0.00%+25+0.7%Added
Prossimo Advisors, LLC3,539$263.0K0.64%−361−9.3%Reduced
Cresset Asset Management, LLC3,538$263.0K0.01%+1,120+46.3%Added
Western Wealth Management, LLC3,546$263.6K0.02%+72+2.1%Added
Snowden Capital Advisors LLC3,580$266.1K0.01%−393−9.9%Reduced
Cullen/Frost Bankers, Inc.3,621$269.1K0.00%+1,100+43.6%Added
Clarius Group, LLC3,634$270.1K0.02%−28−0.8%Reduced
Pathstone Family Office, LLC3,540$271.9K0.00%−7,621−68.3%Reduced
Sompo Asset Management Co., Ltd.3,790$281.7K0.06%−750−16.5%Reduced
Itau Unibanco Holding S.A.3,798$282.3K0.01%+3,798New
Bayesian Capital Management, LP3,800$282.4K0.03%+3,800New
Lincoln National Corp3,801$282.5K0.01%−662−14.8%Reduced
Olistico Wealth, LLC3,804$282.7K0.27%+26+0.7%Added
Auxano Advisors, LLC3,855$286.5K0.11%00.0%Unchanged
9258 Wealth Management, LLC3,865$287.2K0.06%00.0%Unchanged
Iron Horse Wealth Management, LLC3,879$288.3K0.14%00.0%Unchanged
Pitcairn Co3,882$288.5K0.03%+892+29.8%Added
Legacy Bridge, LLC3,895$289.5K0.20%−4−0.1%Reduced
Harbor Capital Advisors, Inc.3,923$291.6K0.08%+3,923New
Johnson Midwest Financial, LLC3,929$292.0K0.42%+6+0.2%Added
Colony Group LLC3,981$296.0K0.00%−10.0%Reduced
Cornercap Investment Counsel Inc3,987$296.3K0.05%00.0%Unchanged
HBK Sorce Advisory LLC4,013$298.2K0.01%−1,875−31.8%Reduced
Belpointe Asset Management LLC4,017$298.6K0.02%+742+22.7%Added
Alps Advisors Inc4,094$304.3K0.00%+17+0.4%Added
CAPROCK Group, Inc.4,131$307.1K0.02%+226+5.8%Added
J. W. Coons Advisors, LLC4,179$310.6K0.09%+25+0.6%Added
XTX Topco Ltd4,188$311.3K0.07%+4,188New
Cyndeo Wealth Partners, LLC4,314$320.7K0.03%−46,709−91.5%Reduced
Farmers & Merchants Investments Inc4,338$322.4K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC4,385$325.9K0.01%+4,385New
Kingsview Wealth Management, LLC4,393$326.5K0.01%−14,679−77.0%Reduced