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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
Savant Capital, LLC12,333$916.6K0.02%+607+5.2%Added
Sound View Wealth Advisors Group, LLC12,246$910.1K0.12%+658+5.7%Added
Quantinno Capital Management LP12,189$906.0K0.06%+4,426+57.0%Added
Citadel Advisors LLC12,069$897.0K0.00%−40,474−77.0%Reduced
Argent Trust Co11,896$884.1K0.06%+993+9.1%Added
SageView Advisory Group, LLC11,691$868.9K0.06%+11,691New
Aigen Investment Management, LP11,288$838.9K0.12%+11,288New
Martin Capital Partners, LLC10,905$810.0K0.34%+348+3.3%Added
Park Edge Advisors, LLC10,891$809.4K0.31%00.0%Unchanged
West Bancorporation Inc10,726$797.2K0.61%−1,637−13.2%Reduced
E. Ohman J:or Asset Management AB10,700$795.2K0.03%00.0%Unchanged
Pinnacle Associates Ltd10,687$794.3K0.02%−557−5.0%Reduced
New Mexico Educational Retirement Board10,554$784.0K0.04%−300−2.8%Reduced
Plimoth Trust Co LLC10,228$760.1K0.24%−285−2.7%Reduced
CWM, LLC10,185$757.0K0.01%+763+8.1%Added
My Legacy Advisors, LLC10,183$756.4K0.32%+1,151+12.7%Added
Metropolitan Life Insurance Co10,177$756.4K0.04%−2,657−20.7%Reduced
Vontobel Holding Ltd.10,162$755.2K0.01%+1,119+12.4%Added
Ausdal Financial Partners, Inc.10,160$755.1K0.10%+259+2.6%Added
Holderness Investments Co10,029$745.4K0.30%+35+0.4%Added
Steward Partners Investment Advisory, LLC9,935$738.4K0.01%−508−4.9%Reduced
Virtus ETF Advisers LLC9,934$738.3K0.41%+133+1.4%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,924$737.6K0.03%+29+0.3%Added
Empowered Funds, LLC9,789$727.5K0.04%+952+10.8%Added
SG Americas Securities, LLC9,709$722.0K0.01%+3,910+67.4%Added
Axq Capital, LP9,700$720.9K0.29%+9,700New
Strategic Investment Advisors9,595$713.1K0.13%+9,595New
Veritable, L.P.9,544$709.3K0.01%−4,342−31.3%Reduced
Obermeyer Wood Investment Counsel, LLLP9,511$706.9K0.05%00.0%Unchanged
Ostrum Asset Management9,472$704.0K0.06%+9,472New
APG Asset Management N.V.10,247$701.0K0.00%−44,565−81.3%Reduced
Proquility Private Wealth Partners, LLC9,391$697.9K0.28%+9,391New
Balentine LLC9,299$691.1K0.02%−879−8.6%Reduced
Csenge Advisory Group9,255$687.8K0.05%+958+11.5%Added
Proequities, Inc.9,119$677.7K0.05%+1,607+21.4%Added
Two Sigma Securities, LLC9,051$672.7K0.06%+2,096+30.1%Added
Magnetar Financial LLC8,996$668.6K0.01%+8,996New
Verition Fund Management LLC8,766$651.5K0.01%+3,490+66.1%Added
Sunbelt Securities, Inc.8,743$648.2K0.10%00.0%Unchanged
Venture Visionary Partners LLC8,645$642.5K0.04%−10,000−53.6%Reduced
Unigestion Holding SA8,659$642.0K0.03%+8,659New
Allworth Financial LP8,520$633.2K0.01%+1,166+15.9%Added
Basepoint Wealth LLC8,507$632.2K0.53%+103+1.2%Added
Gilbert & Cook, Inc.8,406$624.8K0.11%00.0%Unchanged
Lion Street Advisors, LLC8,389$623.5K0.19%+8,389New
Cetera Advisors LLC8,388$623.4K0.01%−941−10.1%Reduced
KC Investment Advisors, LLC8,146$605.0K0.57%+995+13.9%Added
Kentucky Retirement Systems Insurance Trust Fund8,097$602.0K0.05%−210−2.5%Reduced
Acropolis Investment Management, LLC8,023$596.3K0.05%−1,837−18.6%Reduced
Integrated Wealth Concepts LLC8,022$596.0K0.01%+1,123+16.3%Added
Strategy Asset Managers LLC7,916$588.3K0.14%+7,916New
Wolff Financial Management LLC7,815$581.0K0.20%00.0%Unchanged
City State Bank7,658$569.0K0.33%+535+7.5%Added
Banque Cantonale Vaudoise7,655$568.0K0.03%−4,300−36.0%Reduced
Wetherby Asset Management Inc7,606$565.3K0.03%−55−0.7%Reduced
Burney Co7,480$555.9K0.03%+49+0.7%Added
Cubist Systematic Strategies, LLC7,465$554.8K0.01%−54,359−87.9%Reduced
Carret Asset Management, LLC7,391$549.0K0.08%−925−11.1%Reduced
GWM Advisors LLC7,347$546.0K0.01%−8,059−52.3%Reduced
Qtron Investments LLC7,329$544.7K0.11%+3,175+76.4%Added
Metis Global Partners, LLC7,274$540.6K0.03%+2,394+49.1%Added
Fifth Third Bancorp7,165$532.5K0.00%+640+9.8%Added
Northwestern Mutual Investment Management Company, LLC7,153$531.6K0.01%+21+0.3%Added
Greenleaf Trust7,075$525.8K0.01%−147−2.0%Reduced
Personal Cfo Solutions, LLC7,042$523.3K0.11%−2,278−24.4%Reduced
Archford Capital Strategies, LLC7,152$522.6K0.11%+239+3.5%Added
Johnson Investment Counsel Inc6,952$516.7K0.01%00.0%Unchanged
Palisade Asset Management, LLC6,900$512.8K0.06%−180−2.5%Reduced
Forum Financial Management, LP6,881$511.4K0.01%+20.0%Added
Impax Asset Management Group plc6,838$508.2K0.00%−1,860−21.4%Reduced
Trustmark National Bank Trust Department6,823$507.1K0.05%+215+3.3%Added
Mokosak Advisory Group, LLC6,785$504.2K0.21%+4+0.1%Added
Empirical Finance, LLC6,756$502.1K0.05%+255+3.9%Added
Regions Financial Corp6,732$500.0K0.00%+147+2.2%Added
Meiji Yasuda Asset Management Co Ltd.6,709$499.0K0.03%−1,660−19.8%Reduced
JT Stratford LLC6,710$498.7K0.14%+2,316+52.7%Added
Verdence Capital Advisors LLC6,659$494.9K0.06%+2,098+46.0%Added
TownSquare Capital, LLC6,571$488.4K0.01%+2,057+45.6%Added
Argonautica Private Wealth Management, Inc6,527$485.1K0.24%−595−8.4%Reduced
Blueshift Asset Management, LLC6,515$484.2K0.20%+6,515New
Twin Capital Management Inc6,435$478.2K0.07%−502−7.2%Reduced
MAI Capital Management6,384$474.4K0.01%−6,399−50.1%Reduced
Buckingham Strategic Wealth, LLC5,649$474.1K0.01%00.0%Unchanged
Continuum Advisory, LLC6,329$470.4K0.08%+2,013+46.6%Added
ISAM Funds (UK) Ltd6,325$470.1K0.60%+6,325New
Advisory Services Network, LLC6,320$469.7K0.01%+3,202+102.7%Added
180 Wealth Advisors, LLC6,173$458.8K0.11%+1,316+27.1%Added
Merit Financial Group, LLC6,156$457.6K0.02%+375+6.5%Added
Symmetry Partners, LLC6,137$456.0K0.03%+1,055+20.8%Added
Ramiah Investment Group6,134$455.9K0.41%+6,134New
Nicolet Bankshares Inc6,048$449.5K0.15%−215−3.4%Reduced
Wedbush Securities Inc5,942$442.0K0.02%+506+9.3%Added
Versor Investments LP5,908$439.1K0.06%+5,908New
Heartland Bank & Trust Co5,886$437.4K0.33%+378+6.9%Added
Vestcor Inc5,876$437.0K0.02%−15,822−72.9%Reduced
Coldstream Capital Management Inc5,875$436.6K0.01%−86−1.4%Reduced
Tower Research Capital LLC (TRC)5,871$436.0K0.01%+1,369+30.4%Added
TCWP LLC5,729$425.8K0.08%+331+6.1%Added
Ieq Capital, LLC5,681$422.2K0.01%+2,342+70.1%Added
Cipher Capital LP5,631$418.5K0.08%+5,631New