Skip to main content

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
Rothschild Investment Corp0$00.00%−2,580−100.0%Sold out
Moody National Bank Trust Division0$00.00%−2,582−100.0%Sold out
Wesbanco Bank Inc0$00.00%−2,557−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−2,553−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−2,541−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−2,500−100.0%Sold out
Wedmont Private Capital0$00.00%−2,392−100.0%Sold out
S&CO Inc0$00.00%−2,500−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−2,453−100.0%Sold out
RIA Advisory Group LLC0$00.00%−3,042−100.0%Sold out
Independent Wealth Network Inc.0$00.00%−2,423−100.0%Sold out
Hunter Associates Investment Management LLC0$00.00%−2,411−100.0%Sold out
Tompkins Financial Corp0$00.00%−2,080−100.0%Sold out
Sentry Investment Management LLC0$00.00%−1,557−100.0%Sold out
Ameliora Wealth Management Ltd.0$00.00%−1,199−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,169−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−725−100.0%Sold out
DuPont Capital Management Corp0$00.00%−599−100.0%Sold out
Point72 Middle East FZE0$00.00%−468−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−457−100.0%Sold out
Hanseatic Management Services Inc0$00.00%−411−100.0%Sold out
3Chopt Investment Partners, LLC0$00.00%−387−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−300−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−235−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−192−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−121−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−122−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−122−100.0%Sold out
Adirondack Retirement Specialists, Inc.0$00.00%−100−100.0%Sold out
Crewe Advisors LLC0$00.00%−91−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−56−100.0%Sold out
Paragon Wealth Strategies, LLC0$00.00%−53−100.0%Sold out
FWL Investment Management, LLC0$00.00%−40−100.0%Sold out
Antonetti Capital Management LLC0$00.00%−33−100.0%Sold out
American National Bank0$00.00%−22−100.0%Sold out
Ogorek Anthony Joseph0$00.00%−12−100.0%Sold out
New Millennium Group LLC0$00.00%−10−100.0%Sold out
Addison Advisors LLC0$00.00%−5−100.0%Sold out
Comerica Bank––––Not filed
Alaska Permanent Fund Corp––––Not filed
CoreCap Advisors, LLC––––Not filed
ARGI Investment Services, LLC––––Not filed
Seeyond––––Not filed
Gibson Wealth Advisors LLC––––Not filed
Allstate Investment Management Co––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Keeler & Nadler Financial Planning & Wealth Management––––Not filed
First Citizens Financial Corp––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Security National Bank of So Dak––––Not filed
Trustcore Financial Services, LLC––––Not filed
Capital Directions Investment Advisors, LLC––––Not filed
Burleson & Company, LLC––––Not filed
Align Wealth Management, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed