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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 665 | $49.4K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1,023 | $49.0K | 0.02% | +361+54.5% | Added |
| Clean Yield Group | 659 | $49.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 634 | $47.1K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 628 | $46.7K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $46.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 628 | $46.7K | 0.01% | +54+9.4% | Added |
| Covestor Ltd | 610 | $45.0K | 0.04% | +36+6.3% | Added |
| Hexagon Capital Partners LLC | 604 | $44.9K | 0.01% | −128−17.5% | Reduced |
| Ahrens Investment Partners LLC | 600 | $44.6K | 0.02% | +600 | New |
| Hazlett, Burt & Watson, Inc. | 583 | $43.0K | 0.04% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $43.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 554 | $41.2K | 0.01% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $40.7K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 517 | $38.4K | 0.03% | −33−6.0% | Reduced |
| Anchor Investment Management, LLC | 514 | $38.2K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 513 | $38.1K | 0.02% | −53−9.4% | Reduced |
| Truvestments Capital LLC | 500 | $37.2K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 496 | $36.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $36.8K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 482 | $35.8K | 0.01% | +17+3.7% | Added |
| Lee Financial Co | 480 | $35.7K | 0.01% | −43−8.2% | Reduced |
| PEAK6 Investments LLC | 480 | $35.7K | 0.00% | +480 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 470 | $34.9K | 0.00% | +206+78.0% | Added |
| Avalon Trust Co | 465 | $34.6K | 0.00% | +465 | New |
| Paladin Advisory Group, LLC | 449 | $33.4K | 0.03% | +449 | New |
| Asset Dedication, LLC | 453 | $33.0K | 0.00% | +113+33.2% | Added |
| Clear Street Markets LLC | 449 | $33.0K | 0.01% | +220+96.1% | Added |
| Venturi Wealth Management, LLC | 436 | $32.4K | 0.00% | +436 | New |
| Boyd Watterson Asset Management LLC | 415 | $30.8K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 411 | $30.5K | 0.01% | +4+1.0% | Added |
| Bell Investment Advisors, Inc | 409 | $30.4K | 0.01% | −13−3.1% | Reduced |
| Steward Financial Group LLC | 410 | $30.0K | 0.01% | +53+14.8% | Added |
| ICA Group Wealth Management, LLC | 400 | $29.7K | 0.01% | +200+100.0% | Added |
| Riverview Trust Co | 396 | $29.4K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $29.3K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 387 | $28.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 382 | $28.4K | 0.01% | +382 | New |
| Annapolis Financial Services, LLC | 379 | $28.2K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $28.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 371 | $28.0K | 0.01% | +3+0.8% | Added |
| Toth Financial Advisory Corp | 371 | $27.6K | 0.00% | +21+6.0% | Added |
| Sugarloaf Wealth Management, LLC | 364 | $27.1K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 351 | $26.1K | 0.02% | −26−6.9% | Reduced |
| Caldwell Trust Co | 335 | $24.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 323 | $24.0K | 0.00% | +79+32.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 321 | $23.9K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $23.8K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $23.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 306 | $23.0K | 0.00% | +3+1.0% | Added |
| Atwood & Palmer Inc | 302 | $22.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $22.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $22.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 297 | $22.1K | 0.00% | +47+18.8% | Added |
| Thompson Siegel & Walmsley LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 296 | $22.0K | 0.00% | −642−68.4% | Reduced |
| Halpern Financial, Inc. | 296 | $22.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 290 | $21.6K | 0.00% | +62+27.2% | Added |
| Pflug Koory, LLC | 285 | $21.2K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 277 | $21.0K | 0.00% | −25−8.3% | Reduced |
| Hoertkorn Richard Charles | 272 | $20.2K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 270 | $20.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 259 | $19.2K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 256 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 251 | $18.0K | 0.00% | −3−1.2% | Reduced |
| Financial Perspectives, Inc | 238 | $17.7K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 225 | $16.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $16.3K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $16.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 212 | $15.8K | 0.00% | +58+37.7% | Added |
| Financial Management Professionals, Inc. | 199 | $15.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 198 | $14.7K | 0.01% | +198 | New |
| CoreFirst Bank & Trust | 197 | $14.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $14.0K | 0.00% | +189 | New |
| Smithfield Trust Co | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 168 | $12.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 166 | $12.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 165 | $12.3K | 0.00% | +40+32.0% | Added |
| Peregrine Capital Management LLC | 160 | $11.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 159 | $11.8K | 0.00% | −78−32.9% | Reduced |
| Beacon Capital Management, LLC | 159 | $11.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 158 | $11.7K | 0.00% | −46−22.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 144 | $10.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 136 | $10.1K | 0.00% | +34+33.3% | Added |
| Zions Bancorporation, N.A. | 135 | $10.0K | 0.00% | −17−11.2% | Reduced |
| Colonial Trust Co | 133 | $9.86K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 131 | $9.74K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 126 | $9.36K | 0.00% | −2,301−94.8% | Reduced |
| Investors Research Corp | 126 | $9.36K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 126 | $9.36K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 125 | $9.29K | 0.00% | +125 | New |
| Hoese & Co LLP | 100 | $8.96K | 0.01% | −124−55.4% | Reduced |
| Mendota Financial Group, LLC | 118 | $8.66K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 116 | $8.62K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 115 | $8.55K | 0.01% | +115 | New |
| South State Corp. | 114 | $8.47K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $8.18K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 108 | $8.03K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 103 | $7.66K | 0.01% | −1,193−92.1% | Reduced |
| Bray Capital Advisors | 101 | $7.51K | 0.00% | 00.0% | Unchanged |