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, Q2 2023
Institutional positions in Principal Financial Group Inc as of Jun 30, 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
- 731
- −9 vs. Q1 2023
- Shares held
- 174.2M
- −10.3M (−5.6%) vs. Q1 2023
- Total value
- $13.2B
- −$228.4M (−1.7%) vs. Q1 2023
- New holders
- 57
- 225 more added
- Sold out
- 66
- 296 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| JJJ Advisors Inc. | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $455 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6 | $455 | 0.00% | +1+20.0% | Added |
| Cherry Tree Wealth Management, LLC | 8 | $607 | 0.00% | +8 | New |
| North Star Investment Management Corp. | 12 | $910 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $926 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $1.00K | 0.00% | +15 | New |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.14K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 25 | $1.90K | 0.00% | +25 | New |
| Sofos Investments, Inc. | 76 | $1.95K | 0.01% | +2+2.7% | Added |
| Carolinas Wealth Consulting LLC | 29 | $2.20K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $2.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $2.58K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 35 | $2.66K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 35 | $3.00K | 0.00% | +9+34.6% | Added |
| Horan Securities, Inc. | 40 | $3.03K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 40 | $3.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $3.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $3.11K | 0.00% | +17+70.8% | Added |
| Abound Wealth Management | 51 | $3.88K | 0.00% | +10+24.4% | Added |
| Globeflex Capital L P | 63 | $4.78K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $5.38K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 78 | $6.00K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 80 | $6.07K | 0.00% | −217−73.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 87 | $6.60K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 90 | $6.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 92 | $7.00K | 0.00% | +92 | New |
| Ridgewood Investments LLC | 96 | $7.28K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 96 | $7.28K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $7.58K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $7.58K | 0.00% | +100 | New |
| Bray Capital Advisors | 101 | $7.66K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 103 | $7.81K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 108 | $8.19K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $8.34K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 113 | $8.57K | 0.00% | −23−16.9% | Reduced |
| South State Corp. | 114 | $8.65K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 116 | $8.80K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 118 | $8.95K | 0.00% | −13−9.9% | Reduced |
| Mendota Financial Group, LLC | 118 | $8.95K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 122 | $9.22K | 0.00% | +122 | New |
| Jones Financial Companies LLLP | 124 | $9.40K | 0.00% | −1−0.8% | Reduced |
| Investors Research Corp | 126 | $9.56K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 126 | $9.56K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 127 | $9.63K | 0.01% | +127 | New |
| HM Payson & Co | 128 | $9.71K | 0.00% | +128 | New |
| Park Place Capital Corp | 143 | $10.8K | 0.00% | −22−13.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 144 | $10.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 144 | $10.9K | 0.00% | +44+44.0% | Added |
| Spire Wealth Management | 148 | $11.2K | 0.00% | −64−30.2% | Reduced |
| MRP Capital Investments, LLC | 150 | $11.4K | 0.01% | +150 | New |
| First Manhattan Co | 158 | $12.0K | 0.00% | −98−38.3% | Reduced |
| Lindbrook Capital, LLC | 159 | $12.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 159 | $12.1K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $12.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 158 | $12.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 166 | $12.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 166 | $12.6K | 0.00% | +31+23.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 168 | $12.7K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 170 | $12.9K | 0.00% | +70+70.0% | Added |
| Smithfield Trust Co | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 197 | $14.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 199 | $15.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 198 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $15.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 217 | $16.5K | 0.00% | −800−78.7% | Reduced |
| Key Financial Inc | 219 | $16.6K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 220 | $16.7K | 0.01% | −647−74.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 225 | $17.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 235 | $17.8K | 0.00% | −100−29.9% | Reduced |
| Lazard Asset Management LLC | 240 | $18.0K | 0.00% | −11−4.4% | Reduced |
| Financial Perspectives, Inc | 238 | $18.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 239 | $18.1K | 0.00% | +239 | New |
| Institutional & Family Asset Management, LLC | 262 | $19.9K | 0.00% | +3+1.2% | Added |
| Kistler-Tiffany Companies, LLC | 270 | $20.5K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $20.6K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 279 | $21.0K | 0.00% | +2+0.7% | Added |
| Brown Brothers Harriman & Co | 277 | $21.0K | 0.00% | −13−4.5% | Reduced |
| Pflug Koory, LLC | 285 | $21.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 296 | $22.0K | 0.01% | −153−34.1% | Reduced |
| First Pacific Financial | 295 | $22.4K | 0.01% | +295 | New |
| Cary Street Partner Investment Advisory LLC | 296 | $22.4K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 296 | $22.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $22.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $22.8K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 300 | $22.8K | 0.03% | +300 | New |
| Atwood & Palmer Inc | 302 | $22.9K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $23.5K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 306 | $24.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $24.3K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 360 | $27.0K | 0.01% | −50−12.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 364 | $27.6K | 0.01% | 00.0% | Unchanged |