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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 5,615 | $417.0K | 0.04% | −6,857−55.0% | Reduced |
| Beacon Pointe Advisors, LLC | 5,608 | $416.8K | 0.01% | −535−8.7% | Reduced |
| Seven Eight Capital, LP | 5,596 | $415.9K | 0.09% | +5,596 | New |
| Waldron Private Wealth LLC | 5,512 | $409.7K | 0.02% | −18−0.3% | Reduced |
| Hilltop Holdings Inc. | 5,502 | $408.9K | 0.06% | +30+0.5% | Added |
| Jefferies Financial Group Inc. | 5,495 | $408.4K | 0.01% | −30,168−84.6% | Reduced |
| United Capital Financial Advisers, LLC | 5,488 | $407.9K | 0.00% | −2,435−30.7% | Reduced |
| Resolute Wealth Strategies, LLC | 5,467 | $406.3K | 0.35% | +5,467 | New |
| Romano Brothers and Company | 5,453 | $405.3K | 0.06% | −175−3.1% | Reduced |
| Sawtooth Solutions, LLC | 5,415 | $402.4K | 0.01% | +2,990+123.3% | Added |
| Bleakley Financial Group, LLC | 5,410 | $402.0K | 0.01% | −810−13.0% | Reduced |
| Contravisory Investment Management, Inc. | 5,401 | $401.4K | 0.11% | +63+1.2% | Added |
| Equitable Holdings, Inc. | 5,383 | $400.1K | 0.01% | +304+6.0% | Added |
| Ritholtz Wealth Management | 5,300 | $393.9K | 0.02% | +97+1.9% | Added |
| Capital Investment Advisors, LLC | 5,277 | $392.2K | 0.01% | +101+2.0% | Added |
| Rockefeller Capital Management L.P. | 5,274 | $391.0K | 0.00% | +71+1.4% | Added |
| CWA Asset Management Group, LLC | 5,203 | $386.7K | 0.03% | +69+1.3% | Added |
| Benin Management CORP | 5,200 | $386.5K | 0.15% | 00.0% | Unchanged |
| Lake Street Financial LLC | 5,197 | $386.2K | 0.07% | −331−6.0% | Reduced |
| Maven Securities LTD | 5,115 | $380.1K | 0.06% | +5,115 | New |
| Tokio Marine Asset Management Co Ltd | 5,080 | $377.5K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,069 | $376.7K | 0.01% | +36+0.7% | Added |
| Echo Street Capital Management LLC | 5,052 | $375.5K | 0.00% | +1,331+35.8% | Added |
| Kula Investments, LLC | 4,994 | $371.2K | 0.09% | +4,994 | New |
| Summit X, LLC | 4,920 | $365.6K | 0.09% | −270−5.2% | Reduced |
| Erste Asset Management GmbH | 4,900 | $363.3K | 0.01% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,832 | $359.1K | 0.07% | −37,098−88.5% | Reduced |
| Federated Hermes, Inc. | 4,824 | $358.5K | 0.00% | −7,586−61.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,754 | $353.3K | 0.00% | +7+0.1% | Added |
| Legacy Financial Advisors, Inc. | 4,748 | $352.9K | 0.07% | +141+3.1% | Added |
| Cedrus LLC | 4,702 | $349.5K | 0.25% | +308+7.0% | Added |
| FDx Advisors, Inc. | 4,162 | $349.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,676 | $347.5K | 0.04% | +1,215+35.1% | Added |
| Centennial Wealth Advisory LLC | 4,646 | $345.3K | 0.18% | +576+14.2% | Added |
| Sageworth Trust Co of South Dakota | 4,571 | $339.7K | 0.79% | −497−9.8% | Reduced |
| Independent Advisor Alliance | 4,554 | $338.5K | 0.02% | +4,554 | New |
| Everence Capital Management Inc | 4,530 | $337.0K | 0.03% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 4,504 | $334.7K | 0.04% | −242−5.1% | Reduced |
| Ellevest, Inc. | 4,500 | $334.4K | 0.03% | −742−14.2% | Reduced |
| IFP Advisors, Inc | 5,904 | $333.3K | 0.02% | −4,816−44.9% | Reduced |
| Blair William & Co | 4,484 | $333.3K | 0.00% | −763−14.5% | Reduced |
| Fox Run Management, L.L.C. | 4,478 | $332.8K | 0.11% | +4,478 | New |
| Apollon Wealth Management, LLC | 4,432 | $329.4K | 0.02% | +375+9.2% | Added |
| Kingsview Wealth Management, LLC | 4,393 | $326.5K | 0.01% | −14,679−77.0% | Reduced |
| Capstone Investment Advisors, LLC | 4,385 | $325.9K | 0.01% | +4,385 | New |
| Farmers & Merchants Investments Inc | 4,338 | $322.4K | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,314 | $320.7K | 0.03% | −46,709−91.5% | Reduced |
| XTX Topco Ltd | 4,188 | $311.3K | 0.07% | +4,188 | New |
| J. W. Coons Advisors, LLC | 4,179 | $310.6K | 0.09% | +25+0.6% | Added |
| CAPROCK Group, Inc. | 4,131 | $307.1K | 0.02% | +226+5.8% | Added |
| Alps Advisors Inc | 4,094 | $304.3K | 0.00% | +17+0.4% | Added |
| Belpointe Asset Management LLC | 4,017 | $298.6K | 0.02% | +742+22.7% | Added |
| HBK Sorce Advisory LLC | 4,013 | $298.2K | 0.01% | −1,875−31.8% | Reduced |
| Cornercap Investment Counsel Inc | 3,987 | $296.3K | 0.05% | 00.0% | Unchanged |
| Colony Group LLC | 3,981 | $296.0K | 0.00% | −10.0% | Reduced |
| Johnson Midwest Financial, LLC | 3,929 | $292.0K | 0.42% | +6+0.2% | Added |
| Harbor Capital Advisors, Inc. | 3,923 | $291.6K | 0.08% | +3,923 | New |
| Legacy Bridge, LLC | 3,895 | $289.5K | 0.20% | −4−0.1% | Reduced |
| Pitcairn Co | 3,882 | $288.5K | 0.03% | +892+29.8% | Added |
| Iron Horse Wealth Management, LLC | 3,879 | $288.3K | 0.14% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,865 | $287.2K | 0.06% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,855 | $286.5K | 0.11% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3,804 | $282.7K | 0.27% | +26+0.7% | Added |
| Lincoln National Corp | 3,801 | $282.5K | 0.01% | −662−14.8% | Reduced |
| Bayesian Capital Management, LP | 3,800 | $282.4K | 0.03% | +3,800 | New |
| Itau Unibanco Holding S.A. | 3,798 | $282.3K | 0.01% | +3,798 | New |
| Sompo Asset Management Co., Ltd. | 3,790 | $281.7K | 0.06% | −750−16.5% | Reduced |
| Pathstone Family Office, LLC | 3,540 | $271.9K | 0.00% | −7,621−68.3% | Reduced |
| Clarius Group, LLC | 3,634 | $270.1K | 0.02% | −28−0.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,621 | $269.1K | 0.00% | +1,100+43.6% | Added |
| Snowden Capital Advisors LLC | 3,580 | $266.1K | 0.01% | −393−9.9% | Reduced |
| Western Wealth Management, LLC | 3,546 | $263.6K | 0.02% | +72+2.1% | Added |
| Cresset Asset Management, LLC | 3,538 | $263.0K | 0.01% | +1,120+46.3% | Added |
| Prossimo Advisors, LLC | 3,539 | $263.0K | 0.64% | −361−9.3% | Reduced |
| Keybank National Association | 3,513 | $261.1K | 0.00% | +25+0.7% | Added |
| Raymond James Trust N.A. | 3,511 | $261.0K | 0.01% | +184+5.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,500 | $260.1K | 0.09% | −425−10.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,489 | $259.3K | 0.05% | −4,681−57.3% | Reduced |
| AIA Group Ltd | 3,464 | $257.4K | 0.01% | −323−8.5% | Reduced |
| Mma Asset Management LLC | 3,448 | $256.3K | 0.18% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,414 | $253.7K | 0.03% | +3,414 | New |
| Rehmann Capital Advisory Group | 3,412 | $253.6K | 0.02% | +34+1.0% | Added |
| Stratos Wealth Partners, LTD. | 3,353 | $249.2K | 0.01% | −62−1.8% | Reduced |
| WESPAC Advisors, LLC | 3,323 | $247.0K | 0.23% | −647−16.3% | Reduced |
| Wedge Capital Management L L P | 3,295 | $244.9K | 0.00% | +384+13.2% | Added |
| Northwest Wealth Management, LLC | 3,274 | $243.4K | 0.09% | −99−2.9% | Reduced |
| Gateway Advisory, LLC | 3,269 | $243.0K | 0.05% | +3,269 | New |
| Chesley Taft & Associates LLC | 3,263 | $242.5K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,259 | $242.2K | 0.00% | +112+3.6% | Added |
| Affinity Wealth Management LLC | 3,259 | $242.2K | 0.06% | +186+6.1% | Added |
| Kapitalo Investimentos Ltda | 3,258 | $242.1K | 0.08% | +3,258 | New |
| Commons Capital, LLC | 3,218 | $239.2K | 0.38% | −273−7.8% | Reduced |
| Concord Wealth Partners | 3,217 | $239.1K | 0.07% | −829−20.5% | Reduced |
| Bessemer Group Inc | 3,197 | $238.0K | 0.00% | −457−12.5% | Reduced |
| Orion Portfolio Solutions, LLC | 3,162 | $235.0K | 0.00% | +286+9.9% | Added |
| Brinker Capital Investments, LLC | 3,162 | $235.0K | 0.00% | +3,162 | New |
| Kinloch Capital, LLC | 3,130 | $233.0K | 0.14% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,171 | $229.6K | 0.10% | +184+6.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $228.2K | 0.11% | 00.0% | Unchanged |
| Meritage Group LP | 3,063 | $228.0K | 0.01% | +3,063 | New |