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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 4,432 | $329.4K | 0.02% | +375+9.2% | Added |
| Fox Run Management, L.L.C. | 4,478 | $332.8K | 0.11% | +4,478 | New |
| Blair William & Co | 4,484 | $333.3K | 0.00% | −763−14.5% | Reduced |
| IFP Advisors, Inc | 5,904 | $333.3K | 0.02% | −4,816−44.9% | Reduced |
| Ellevest, Inc. | 4,500 | $334.4K | 0.03% | −742−14.2% | Reduced |
| Kinneret Advisory, LLC | 4,504 | $334.7K | 0.04% | −242−5.1% | Reduced |
| Everence Capital Management Inc | 4,530 | $337.0K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,554 | $338.5K | 0.02% | +4,554 | New |
| Sageworth Trust Co of South Dakota | 4,571 | $339.7K | 0.79% | −497−9.8% | Reduced |
| Centennial Wealth Advisory LLC | 4,646 | $345.3K | 0.18% | +576+14.2% | Added |
| Jacobi Capital Management LLC | 4,676 | $347.5K | 0.04% | +1,215+35.1% | Added |
| FDx Advisors, Inc. | 4,162 | $349.0K | 0.02% | 00.0% | Unchanged |
| Cedrus LLC | 4,702 | $349.5K | 0.25% | +308+7.0% | Added |
| Legacy Financial Advisors, Inc. | 4,748 | $352.9K | 0.07% | +141+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,754 | $353.3K | 0.00% | +7+0.1% | Added |
| Federated Hermes, Inc. | 4,824 | $358.5K | 0.00% | −7,586−61.1% | Reduced |
| Teamwork Financial Advisors, LLC | 4,832 | $359.1K | 0.07% | −37,098−88.5% | Reduced |
| Erste Asset Management GmbH | 4,900 | $363.3K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 4,920 | $365.6K | 0.09% | −270−5.2% | Reduced |
| Kula Investments, LLC | 4,994 | $371.2K | 0.09% | +4,994 | New |
| Echo Street Capital Management LLC | 5,052 | $375.5K | 0.00% | +1,331+35.8% | Added |
| RSM US Wealth Management LLC | 5,069 | $376.7K | 0.01% | +36+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 5,080 | $377.5K | 0.03% | 00.0% | Unchanged |
| Maven Securities LTD | 5,115 | $380.1K | 0.06% | +5,115 | New |
| Lake Street Financial LLC | 5,197 | $386.2K | 0.07% | −331−6.0% | Reduced |
| Benin Management CORP | 5,200 | $386.5K | 0.15% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5,203 | $386.7K | 0.03% | +69+1.3% | Added |
| Rockefeller Capital Management L.P. | 5,274 | $391.0K | 0.00% | +71+1.4% | Added |
| Capital Investment Advisors, LLC | 5,277 | $392.2K | 0.01% | +101+2.0% | Added |
| Ritholtz Wealth Management | 5,300 | $393.9K | 0.02% | +97+1.9% | Added |
| Equitable Holdings, Inc. | 5,383 | $400.1K | 0.01% | +304+6.0% | Added |
| Contravisory Investment Management, Inc. | 5,401 | $401.4K | 0.11% | +63+1.2% | Added |
| Bleakley Financial Group, LLC | 5,410 | $402.0K | 0.01% | −810−13.0% | Reduced |
| Sawtooth Solutions, LLC | 5,415 | $402.4K | 0.01% | +2,990+123.3% | Added |
| Romano Brothers and Company | 5,453 | $405.3K | 0.06% | −175−3.1% | Reduced |
| Resolute Wealth Strategies, LLC | 5,467 | $406.3K | 0.35% | +5,467 | New |
| United Capital Financial Advisers, LLC | 5,488 | $407.9K | 0.00% | −2,435−30.7% | Reduced |
| Jefferies Financial Group Inc. | 5,495 | $408.4K | 0.01% | −30,168−84.6% | Reduced |
| Hilltop Holdings Inc. | 5,502 | $408.9K | 0.06% | +30+0.5% | Added |
| Waldron Private Wealth LLC | 5,512 | $409.7K | 0.02% | −18−0.3% | Reduced |
| Seven Eight Capital, LP | 5,596 | $415.9K | 0.09% | +5,596 | New |
| Beacon Pointe Advisors, LLC | 5,608 | $416.8K | 0.01% | −535−8.7% | Reduced |
| Virtu Financial LLC | 5,615 | $417.0K | 0.04% | −6,857−55.0% | Reduced |
| Cipher Capital LP | 5,631 | $418.5K | 0.08% | +5,631 | New |
| Ieq Capital, LLC | 5,681 | $422.2K | 0.01% | +2,342+70.1% | Added |
| TCWP LLC | 5,729 | $425.8K | 0.08% | +331+6.1% | Added |
| Tower Research Capital LLC (TRC) | 5,871 | $436.0K | 0.01% | +1,369+30.4% | Added |
| Coldstream Capital Management Inc | 5,875 | $436.6K | 0.01% | −86−1.4% | Reduced |
| Vestcor Inc | 5,876 | $437.0K | 0.02% | −15,822−72.9% | Reduced |
| Heartland Bank & Trust Co | 5,886 | $437.4K | 0.33% | +378+6.9% | Added |
| Versor Investments LP | 5,908 | $439.1K | 0.06% | +5,908 | New |
| Wedbush Securities Inc | 5,942 | $442.0K | 0.02% | +506+9.3% | Added |
| Nicolet Bankshares Inc | 6,048 | $449.5K | 0.15% | −215−3.4% | Reduced |
| Ramiah Investment Group | 6,134 | $455.9K | 0.41% | +6,134 | New |
| Symmetry Partners, LLC | 6,137 | $456.0K | 0.03% | +1,055+20.8% | Added |
| Merit Financial Group, LLC | 6,156 | $457.6K | 0.02% | +375+6.5% | Added |
| 180 Wealth Advisors, LLC | 6,173 | $458.8K | 0.11% | +1,316+27.1% | Added |
| Advisory Services Network, LLC | 6,320 | $469.7K | 0.01% | +3,202+102.7% | Added |
| ISAM Funds (UK) Ltd | 6,325 | $470.1K | 0.60% | +6,325 | New |
| Continuum Advisory, LLC | 6,329 | $470.4K | 0.08% | +2,013+46.6% | Added |
| Buckingham Strategic Wealth, LLC | 5,649 | $474.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 6,384 | $474.4K | 0.01% | −6,399−50.1% | Reduced |
| Twin Capital Management Inc | 6,435 | $478.2K | 0.07% | −502−7.2% | Reduced |
| Blueshift Asset Management, LLC | 6,515 | $484.2K | 0.20% | +6,515 | New |
| Argonautica Private Wealth Management, Inc | 6,527 | $485.1K | 0.24% | −595−8.4% | Reduced |
| TownSquare Capital, LLC | 6,571 | $488.4K | 0.01% | +2,057+45.6% | Added |
| Verdence Capital Advisors LLC | 6,659 | $494.9K | 0.06% | +2,098+46.0% | Added |
| JT Stratford LLC | 6,710 | $498.7K | 0.14% | +2,316+52.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,709 | $499.0K | 0.03% | −1,660−19.8% | Reduced |
| Regions Financial Corp | 6,732 | $500.0K | 0.00% | +147+2.2% | Added |
| Empirical Finance, LLC | 6,756 | $502.1K | 0.05% | +255+3.9% | Added |
| Mokosak Advisory Group, LLC | 6,785 | $504.2K | 0.21% | +4+0.1% | Added |
| Trustmark National Bank Trust Department | 6,823 | $507.1K | 0.05% | +215+3.3% | Added |
| Impax Asset Management Group plc | 6,838 | $508.2K | 0.00% | −1,860−21.4% | Reduced |
| Forum Financial Management, LP | 6,881 | $511.4K | 0.01% | +20.0% | Added |
| Palisade Asset Management, LLC | 6,900 | $512.8K | 0.06% | −180−2.5% | Reduced |
| Johnson Investment Counsel Inc | 6,952 | $516.7K | 0.01% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 7,152 | $522.6K | 0.11% | +239+3.5% | Added |
| Personal Cfo Solutions, LLC | 7,042 | $523.3K | 0.11% | −2,278−24.4% | Reduced |
| Greenleaf Trust | 7,075 | $525.8K | 0.01% | −147−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,153 | $531.6K | 0.01% | +21+0.3% | Added |
| Fifth Third Bancorp | 7,165 | $532.5K | 0.00% | +640+9.8% | Added |
| Metis Global Partners, LLC | 7,274 | $540.6K | 0.03% | +2,394+49.1% | Added |
| Qtron Investments LLC | 7,329 | $544.7K | 0.11% | +3,175+76.4% | Added |
| GWM Advisors LLC | 7,347 | $546.0K | 0.01% | −8,059−52.3% | Reduced |
| Carret Asset Management, LLC | 7,391 | $549.0K | 0.08% | −925−11.1% | Reduced |
| Cubist Systematic Strategies, LLC | 7,465 | $554.8K | 0.01% | −54,359−87.9% | Reduced |
| Burney Co | 7,480 | $555.9K | 0.03% | +49+0.7% | Added |
| Wetherby Asset Management Inc | 7,606 | $565.3K | 0.03% | −55−0.7% | Reduced |
| Banque Cantonale Vaudoise | 7,655 | $568.0K | 0.03% | −4,300−36.0% | Reduced |
| City State Bank | 7,658 | $569.0K | 0.33% | +535+7.5% | Added |
| Wolff Financial Management LLC | 7,815 | $581.0K | 0.20% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 7,916 | $588.3K | 0.14% | +7,916 | New |
| Integrated Wealth Concepts LLC | 8,022 | $596.0K | 0.01% | +1,123+16.3% | Added |
| Acropolis Investment Management, LLC | 8,023 | $596.3K | 0.05% | −1,837−18.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,097 | $602.0K | 0.05% | −210−2.5% | Reduced |
| KC Investment Advisors, LLC | 8,146 | $605.0K | 0.57% | +995+13.9% | Added |
| Cetera Advisors LLC | 8,388 | $623.4K | 0.01% | −941−10.1% | Reduced |
| Lion Street Advisors, LLC | 8,389 | $623.5K | 0.19% | +8,389 | New |
| Gilbert & Cook, Inc. | 8,406 | $624.8K | 0.11% | 00.0% | Unchanged |