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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
Paragon Capital Management Ltd3,059$227.3K0.05%−14−0.5%Reduced
Renaissance Group LLC3,050$226.7K0.01%−312−9.3%Reduced
Sigma Planning Corp3,030$225.2K0.01%+9+0.3%Added
Comerica Securities,inc.3,013$223.9K0.02%−157−5.0%Reduced
Brown Advisory Inc3,010$223.7K0.00%−117−3.7%Reduced
Koshinski Asset Management, Inc.3,004$223.3K0.02%−15−0.5%Reduced
Redhawk Wealth Advisors, Inc.3,000$223.0K0.08%00.0%Unchanged
CRA Financial Services, LLC3,000$223.0K0.07%00.0%Unchanged
Wexford Capital LP2,963$220.2K0.05%+2,963New
Horizon Investments, LLC2,960$220.0K0.01%−7,271−71.1%Reduced
Nilsine Partners, LLC2,949$219.2K0.03%+2,949New
Cigna Investments Inc2,925$218.0K0.04%−104−3.4%Reduced
Atlas Capital Advisors LLC2,927$217.5K0.03%−193−6.2%Reduced
Prime Capital Investment Advisors, LLC2,925$217.4K0.01%−1,769−37.7%Reduced
StrategIQ Financial Group, LLC2,920$217.0K0.03%+2,920New
Avantax Advisory Services, Inc.2,896$215.3K0.00%+456+18.7%Added
Boston Private Wealth LLC2,891$214.9K0.00%−2,392−45.3%Reduced
Harvest Fund Management Co., Ltd2,825$210.0K0.05%−2,221−44.0%Reduced
Axxcess Wealth Management, LLC2,823$209.8K0.02%+245+9.5%Added
Security National Bank2,795$207.7K0.06%00.0%Unchanged
J.W. Cole Advisors, Inc.2,780$206.6K0.01%+3+0.1%Added
Atria Wealth Solutions, Inc.2,779$206.5K0.00%−5,072−64.6%Reduced
PFG Investments, LLC2,776$206.3K0.04%+2,776New
Profund Advisors LLC2,772$206.0K0.01%+186+7.2%Added
Fund Management at Engine No. 1 LLC2,761$205.2K0.04%+255+10.2%Added
Sather Financial Group Inc2,754$204.7K0.02%00.0%Unchanged
DoubleLine ETF Adviser LP2,752$204.5K0.09%−469−14.6%Reduced
Ameritas Investment Partners, Inc.2,747$204.2K0.01%00.0%Unchanged
IHT Wealth Management, LLC2,719$202.0K0.01%−366−11.9%Reduced
Resurgent Financial Advisors LLC2,692$200.1K0.13%+210+8.5%Added
Sageworth Trust Co2,577$191.5K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC1,688$190.0K0.08%00.0%Unchanged
Whittier Trust Co2,518$187.1K0.00%00.0%Unchanged
TSFG, LLC2,479$184.0K0.07%00.0%Unchanged
Parallel Advisors, LLC2,473$183.8K0.01%+529+27.2%Added
WealthPLAN Partners, LLC2,466$183.3K0.02%+39+1.6%Added
Signaturefd, LLC2,443$181.6K0.00%−102−4.0%Reduced
Denali Advisors LLC2,433$180.8K0.08%−1,967−44.7%Reduced
Harbour Investments, Inc.2,356$175.1K0.01%+366+18.4%Added
Huntington National Bank2,168$161.1K0.00%+249+13.0%Added
Bartlett & Co. Wealth Management LLC2,155$160.2K0.00%−133−5.8%Reduced
Bartlett & Co. LLC2,155$160.0K0.00%−133−5.8%Reduced
Quadrant Capital Group LLC2,126$158.0K0.02%−3−0.1%Reduced
Accel Wealth Management1,956$145.4K0.06%+323+19.8%Added
Optimum Investment Advisors1,950$144.9K0.08%00.0%Unchanged
International Assets Investment Management, LLC1,908$141.8K0.02%+1,908New
Syverson Strege & Co1,875$139.3K0.06%+38+2.1%Added
West Financial Advisors, LLC1,771$131.6K0.03%−55−3.0%Reduced
Silvant Capital Management LLC1,747$129.8K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.1,710$127.0K0.02%+888+108.0%Added
Stonebridge Capital Advisors LLC1,644$122.2K0.01%+74+4.7%Added
Ten Capital Wealth Advisors, LLC1,578$117.3K0.04%00.0%Unchanged
Harbor Investment Advisory, LLC1,576$117.1K0.02%00.0%Unchanged
Central Trust Co1,565$116.3K0.00%+137+9.6%Added
JNBA Financial Advisors1,532$113.9K0.01%00.0%Unchanged
AlphaCentric Advisors LLC1,518$112.8K0.08%−76−4.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund1,422$105.7K0.00%−205,578−99.3%Reduced
Hills Bank & Trust Co1,402$104.2K0.01%00.0%Unchanged
Laffer Tengler Investments1,392$103.5K0.03%00.0%Unchanged
Capital Analysts, LLC1,382$103.0K0.01%00.0%Unchanged
TCTC Holdings, LLC1,380$102.6K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC1,202$100.9K0.02%00.0%Unchanged
Archer Investment Corp1,244$98.0K0.04%+1,200+2,727.3%Added
JFS Wealth Advisors, LLC1,309$97.3K0.01%−43−3.2%Reduced
AdvisorNet Financial, Inc1,300$96.6K0.01%−49−3.6%Reduced
Tobam1,246$93.0K0.01%+463+59.1%Added
Quent Capital, LLC1,222$90.8K0.02%−66−5.1%Reduced
Benjamin F. Edwards & Company, Inc.1,203$89.0K0.00%−100−7.7%Reduced
Bokf, NA1,188$88.3K0.00%+1,188New
State of Wyoming1,158$86.1K0.03%−62−5.1%Reduced
Motco1,136$84.4K0.01%+142+14.3%Added
TCI Wealth Advisors, Inc.1,054$78.3K0.01%−2−0.2%Reduced
Private Trust Co NA1,017$75.6K0.01%00.0%Unchanged
Duncker Streett & Co Inc1,010$75.1K0.02%00.0%Unchanged
Manchester Capital Management LLC977$72.6K0.01%+17+1.8%Added
Global Retirement Partners, LLC1,025$71.8K0.00%+826+415.1%Added
First Financial Corp955$71.0K0.04%00.0%Unchanged
Pinnacle Bancorp, Inc.951$70.7K0.03%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP950$70.6K0.00%−202−17.5%Reduced
TD Private Client Wealth LLC937$69.6K0.00%−22−2.3%Reduced
Ameritas Advisory Services, LLC922$69.3K0.00%+922New
Old North State Trust, LLC922$69.0K0.05%00.0%Unchanged
Level Financial Advisors, Inc.867$64.4K0.04%00.0%Unchanged
Ronald Blue Trust, Inc.719$60.0K0.00%−775−51.9%Reduced
Johnson Financial Group, Inc.804$59.8K0.00%+239+42.3%Added
Geneos Wealth Management Inc.803$59.7K0.00%−245−23.4%Reduced
Plante Moran Financial Advisors, LLC795$59.1K0.01%00.0%Unchanged
First Horizon Advisors, Inc.791$58.8K0.00%−1,211−60.5%Reduced
McClarren Financial Advisors, Inc.768$57.0K0.05%+5+0.7%Added
Deseret Mutual Benefit Administrators750$55.7K0.02%00.0%Unchanged
Gradient Investments LLC744$55.3K0.00%−201−21.3%Reduced
MV Capital Management, Inc.738$54.8K0.01%+588+392.0%Added
Marquette Asset Management, LLC728$54.1K0.01%+360+97.8%Added
Stephens Consulting, LLC725$53.9K0.03%00.0%Unchanged
CVA Family Office, LLC725$53.9K0.01%+5+0.7%Added
Parkside Financial Bank & Trust711$52.8K0.01%+3+0.4%Added
Godsey & Gibb Associates700$52.0K0.01%00.0%Unchanged
Systematic Alpha Investments, LLC700$52.0K0.00%+700New
Oliver Lagore Vanvalin Investment Group676$50.2K0.02%00.0%Unchanged
City Holding Co672$49.9K0.01%00.0%Unchanged