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 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 8,507 | $632.2K | 0.53% | +103+1.2% | Added |
| Allworth Financial LP | 8,520 | $633.2K | 0.01% | +1,166+15.9% | Added |
| Unigestion Holding SA | 8,659 | $642.0K | 0.03% | +8,659 | New |
| Venture Visionary Partners LLC | 8,645 | $642.5K | 0.04% | −10,000−53.6% | Reduced |
| Sunbelt Securities, Inc. | 8,743 | $648.2K | 0.10% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,766 | $651.5K | 0.01% | +3,490+66.1% | Added |
| Magnetar Financial LLC | 8,996 | $668.6K | 0.01% | +8,996 | New |
| Two Sigma Securities, LLC | 9,051 | $672.7K | 0.06% | +2,096+30.1% | Added |
| Proequities, Inc. | 9,119 | $677.7K | 0.05% | +1,607+21.4% | Added |
| Csenge Advisory Group | 9,255 | $687.8K | 0.05% | +958+11.5% | Added |
| Balentine LLC | 9,299 | $691.1K | 0.02% | −879−8.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 9,391 | $697.9K | 0.28% | +9,391 | New |
| APG Asset Management N.V. | 10,247 | $701.0K | 0.00% | −44,565−81.3% | Reduced |
| Ostrum Asset Management | 9,472 | $704.0K | 0.06% | +9,472 | New |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $706.9K | 0.05% | 00.0% | Unchanged |
| Veritable, L.P. | 9,544 | $709.3K | 0.01% | −4,342−31.3% | Reduced |
| Strategic Investment Advisors | 9,595 | $713.1K | 0.13% | +9,595 | New |
| Axq Capital, LP | 9,700 | $720.9K | 0.29% | +9,700 | New |
| SG Americas Securities, LLC | 9,709 | $722.0K | 0.01% | +3,910+67.4% | Added |
| Empowered Funds, LLC | 9,789 | $727.5K | 0.04% | +952+10.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,924 | $737.6K | 0.03% | +29+0.3% | Added |
| Virtus ETF Advisers LLC | 9,934 | $738.3K | 0.41% | +133+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 9,935 | $738.4K | 0.01% | −508−4.9% | Reduced |
| Holderness Investments Co | 10,029 | $745.4K | 0.30% | +35+0.4% | Added |
| Ausdal Financial Partners, Inc. | 10,160 | $755.1K | 0.10% | +259+2.6% | Added |
| Vontobel Holding Ltd. | 10,162 | $755.2K | 0.01% | +1,119+12.4% | Added |
| Metropolitan Life Insurance Co | 10,177 | $756.4K | 0.04% | −2,657−20.7% | Reduced |
| My Legacy Advisors, LLC | 10,183 | $756.4K | 0.32% | +1,151+12.7% | Added |
| CWM, LLC | 10,185 | $757.0K | 0.01% | +763+8.1% | Added |
| Plimoth Trust Co LLC | 10,228 | $760.1K | 0.24% | −285−2.7% | Reduced |
| New Mexico Educational Retirement Board | 10,554 | $784.0K | 0.04% | −300−2.8% | Reduced |
| Pinnacle Associates Ltd | 10,687 | $794.3K | 0.02% | −557−5.0% | Reduced |
| E. Ohman J:or Asset Management AB | 10,700 | $795.2K | 0.03% | 00.0% | Unchanged |
| West Bancorporation Inc | 10,726 | $797.2K | 0.61% | −1,637−13.2% | Reduced |
| Park Edge Advisors, LLC | 10,891 | $809.4K | 0.31% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 10,905 | $810.0K | 0.34% | +348+3.3% | Added |
| Aigen Investment Management, LP | 11,288 | $838.9K | 0.12% | +11,288 | New |
| SageView Advisory Group, LLC | 11,691 | $868.9K | 0.06% | +11,691 | New |
| Argent Trust Co | 11,896 | $884.1K | 0.06% | +993+9.1% | Added |
| Citadel Advisors LLC | 12,069 | $897.0K | 0.00% | −40,474−77.0% | Reduced |
| Quantinno Capital Management LP | 12,189 | $906.0K | 0.06% | +4,426+57.0% | Added |
| Sound View Wealth Advisors Group, LLC | 12,246 | $910.1K | 0.12% | +658+5.7% | Added |
| Savant Capital, LLC | 12,333 | $916.6K | 0.02% | +607+5.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,359 | $918.5K | 0.55% | +73+0.6% | Added |
| Norinchukin Bank, The | 12,505 | $929.4K | 0.02% | +363+3.0% | Added |
| Glenmede Trust Co NA | 12,555 | $933.1K | 0.01% | −1,920−13.3% | Reduced |
| Foster Group, Inc. | 12,790 | $950.6K | 0.06% | −597−4.5% | Reduced |
| Agf Management Ltd | 12,793 | $950.8K | 0.01% | +7,569+144.9% | Added |
| South Dakota Investment Council | 12,830 | $954.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 12,993 | $965.6K | 0.47% | −521−3.9% | Reduced |
| Kestra Advisory Services, LLC | 13,007 | $966.6K | 0.01% | −23,381−64.3% | Reduced |
| Estate Counselors, LLC | 13,070 | $971.4K | 0.13% | +13,070 | New |
| B. Metzler seel. Sohn & Co. AG | 13,126 | $975.5K | 0.02% | 00.0% | Unchanged |
| Adams Wealth Management | 13,204 | $981.3K | 0.32% | +1,565+13.4% | Added |
| Oppenheimer & Co Inc | 13,796 | $1.03M | 0.02% | −5,059−26.8% | Reduced |
| Laurion Capital Management LP | 13,821 | $1.03M | 0.05% | +13,821 | New |
| Rockland Trust Co | 13,912 | $1.03M | 0.06% | −220−1.6% | Reduced |
| Polianta Ltd | 14,000 | $1.04M | 0.48% | +14,000 | New |
| Glaxis Capital Management, LLC | 14,005 | $1.04M | 15.51% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 14,133 | $1.05M | 0.00% | +6,867+94.5% | Added |
| Advisor Partners II, LLC | 14,498 | $1.08M | 0.06% | +740+5.4% | Added |
| Louisiana State Employees Retirement System | 14,800 | $1.10M | 0.03% | +100+0.7% | Added |
| Industrial Alliance Investment Management Inc. | 14,963 | $1.11M | 0.03% | +14,963 | New |
| Crestline Management, LP | 15,000 | $1.11M | 0.14% | +15,000 | New |
| D.A. Davidson & Co. | 15,121 | $1.12M | 0.01% | +373+2.5% | Added |
| MML Investors Services, LLC | 15,772 | $1.17M | 0.01% | −6,572−29.4% | Reduced |
| Prudential PLC | 15,774 | $1.17M | 0.01% | −1,699−9.7% | Reduced |
| Centric Wealth Management | 15,970 | $1.19M | 0.52% | +15,970 | New |
| Nordea Investment Management AB | 16,440 | $1.20M | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,274 | $1.21M | 0.03% | −1,208−6.9% | Reduced |
| Banque Pictet & Cie SA | 16,500 | $1.23M | 0.01% | −5,563−25.2% | Reduced |
| Gotham Asset Management, LLC | 16,549 | $1.23M | 0.03% | +3,039+22.5% | Added |
| Greenwood Capital Associates LLC | 16,571 | $1.23M | 0.18% | +2,497+17.7% | Added |
| Resources Investment Advisors, LLC. | 16,693 | $1.24M | 0.03% | +3,500+26.5% | Added |
| Natixis | 16,915 | $1.26M | 0.01% | −3,695−17.9% | Reduced |
| Bank of Nova Scotia | 17,484 | $1.30M | 0.00% | −5,554−24.1% | Reduced |
| GoalVest Advisory LLC | 17,700 | $1.32M | 0.77% | +1,882+11.9% | Added |
| Kestra Private Wealth Services, LLC | 17,788 | $1.32M | 0.05% | +17,788 | New |
| Kentucky Retirement Systems | 17,992 | $1.34M | 0.05% | −232−1.3% | Reduced |
| Paradigm Financial Partners, LLC | 18,022 | $1.34M | 0.36% | +787+4.6% | Added |
| Financial Advisory Service, Inc. | 18,027 | $1.34M | 0.15% | +893+5.2% | Added |
| Tudor Investment Corp Et Al | 18,105 | $1.35M | 0.03% | +18,105 | New |
| Daiwa Securities Group Inc. | 18,170 | $1.35M | 0.01% | −752−4.0% | Reduced |
| Montag A & Associates Inc | 18,576 | $1.38M | 0.09% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 18,853 | $1.40M | 0.04% | −100−0.5% | Reduced |
| Maryland State Retirement & Pension System | 19,249 | $1.43M | 0.03% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 19,272 | $1.43M | 0.19% | +19,272 | New |
| Donoghue Forlines LLC | 19,381 | $1.44M | 0.52% | −6,590−25.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,482 | $1.45M | 0.03% | +88+0.5% | Added |
| LMR Partners LLP | 19,660 | $1.46M | 0.03% | −20,661−51.2% | Reduced |
| Elo Mutual Pension Insurance Co | 19,744 | $1.47M | 0.05% | +450+2.3% | Added |
| Hartford Investment Management Co | 19,862 | $1.48M | 0.05% | −3,085−13.4% | Reduced |
| Great Diamond Partners, LLC | 19,878 | $1.48M | 0.43% | +14,282+255.2% | Added |
| Toroso Investments, LLC | 20,411 | $1.52M | 0.05% | +6,480+46.5% | Added |
| Northwestern Mutual Wealth Management Co | 20,726 | $1.54M | 0.00% | +328+1.6% | Added |
| British Columbia Investment Management Corp | 21,795 | $1.62M | 0.02% | −285−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,109 | $1.64M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 22,217 | $1.65M | 0.00% | +435+2.0% | Added |
| Janney Montgomery Scott LLC | 22,538 | $1.68M | 0.01% | −2,232−9.0% | Reduced |
| M&T Bank Corp | 22,596 | $1.68M | 0.01% | +1,445+6.8% | Added |