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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 96 | $7.13K | 0.00% | −51−34.7% | Reduced |
| Ridgewood Investments LLC | 96 | $7.13K | 0.00% | +96 | New |
| Ancora Advisors, LLC | 90 | $6.69K | 0.00% | −7−7.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 87 | $6.47K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 78 | $6.00K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $5.28K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 63 | $4.68K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 60 | $4.46K | 0.00% | +30+100.0% | Added |
| Abound Wealth Management | 41 | $3.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $3.05K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 42 | $3.00K | 0.00% | +42 | New |
| Horan Securities, Inc. | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 40 | $2.97K | 0.00% | +40 | New |
| Versant Capital Management, Inc | 37 | $2.75K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $2.60K | 0.00% | −6−14.6% | Reduced |
| Piscataqua Savings Bank | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $2.53K | 0.00% | +27+385.7% | Added |
| TFC Financial Management | 32 | $2.40K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $2.15K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 26 | $2.00K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 24 | $1.78K | 0.00% | −17−41.5% | Reduced |
| Global Wealth Strategies & Associates | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 16 | $1.19K | 0.00% | +16 | New |
| Miller Wealth Advisors, LLC | 1,004 | $1.00K | 0.01% | +608+153.5% | Added |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | −1,216−99.2% | Reduced |
| Penserra Capital Management LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 16 | $1.00K | 0.00% | +16 | New |
| Larson Financial Group LLC | 12 | $900 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $892 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 7 | $500 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 6 | $446 | 0.00% | +4+200.0% | Added |
| Rosenberg Matthew Hamilton | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $372 | 0.00% | +5 | New |
| JJJ Advisors Inc. | 4 | $304 | 0.00% | −78−95.1% | Reduced |
| Canada Pension Plan Investment Board | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 74 | $4 | 0.00% | −10−11.9% | Reduced |
| Cerity Partners LLC | 6,879 | – | – | +1,405+25.7% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −235,930−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −58,518−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −57,146−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −48,102−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,101−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −41,137−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −38,660−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −35,552−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −32,252−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −29,666−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −19,707−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −19,149−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −17,590−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −17,396−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −16,482−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −15,918−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −15,822−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,428−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,833−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,466−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −10,928−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −8,921−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,858−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,645−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −6,852−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −6,540−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,428−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −5,312−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,286−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −4,992−100.0% | Sold out |
| Miramar Capital, LLC | 0 | $0 | 0.00% | −4,475−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −3,208−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Cornerstone Advisors Asset Management, LLC | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Lane & Associates LLC | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,817−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −2,462−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −2,716−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −2,655−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |