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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 365 | $27.7K | 0.00% | −6−1.6% | Reduced |
| Massmutual Trust Co FSB | 368 | $27.9K | 0.00% | +45+13.9% | Added |
| DB Wealth Management Group, LLC | 377 | $28.6K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 379 | $28.7K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 389 | $29.5K | 0.02% | +2+0.5% | Added |
| MCF Advisors LLC | 394 | $29.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $30.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $30.0K | 0.02% | −608−60.6% | Reduced |
| ICA Group Wealth Management, LLC | 400 | $30.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 404 | $30.6K | 0.01% | +22+5.8% | Added |
| WR Wealth Planners, LLC | 414 | $31.4K | 0.01% | +3+0.7% | Added |
| Boyd Watterson Asset Management LLC | 415 | $31.5K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $31.5K | 0.01% | +416 | New |
| Bell Investment Advisors, Inc | 418 | $31.7K | 0.01% | +9+2.2% | Added |
| Venturi Wealth Management, LLC | 440 | $33.4K | 0.00% | +4+0.9% | Added |
| First Horizon Advisors, Inc. | 445 | $33.8K | 0.00% | −346−43.7% | Reduced |
| Paladin Advisory Group, LLC | 449 | $34.1K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 455 | $34.5K | 0.01% | −25−5.2% | Reduced |
| Fiduciary Alliance LLC | 457 | $34.7K | 0.01% | +457 | New |
| Asset Dedication, LLC | 453 | $35.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 465 | $35.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 470 | $35.6K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 483 | $36.6K | 0.03% | −34−6.6% | Reduced |
| Motco | 494 | $37.5K | 0.00% | −642−56.5% | Reduced |
| Glassman Wealth Services | 498 | $37.8K | 0.01% | +16+3.3% | Added |
| Truvestments Capital LLC | 500 | $37.9K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 501 | $38.0K | 0.00% | +5+1.0% | Added |
| Global Financial Private Client, LLC | 500 | $38.3K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 513 | $38.9K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 514 | $39.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 541 | $41.0K | 0.00% | −25,500−97.9% | Reduced |
| Stilwell Value LLC | 547 | $41.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 563 | $42.0K | 0.00% | −156−21.7% | Reduced |
| Private Ocean, LLC | 554 | $42.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 555 | $42.1K | 0.01% | −49−8.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 583 | $44.0K | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $44.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 609 | $46.2K | 0.01% | +609 | New |
| EverSource Wealth Advisors, LLC | 628 | $47.6K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 628 | $47.6K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 628 | $47.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 653 | $49.5K | 0.01% | −19−2.8% | Reduced |
| Clean Yield Group | 659 | $50.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 665 | $50.4K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 668 | $51.0K | 0.02% | −355−34.7% | Reduced |
| Parkside Financial Bank & Trust | 674 | $51.1K | 0.01% | −37−5.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 676 | $51.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 694 | $52.6K | 0.01% | −101−12.7% | Reduced |
| Godsey & Gibb Associates | 700 | $53.1K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 700 | $53.1K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 700 | $53.1K | 0.01% | +700 | New |
| Clearstead Advisors, LLC | 719 | $54.5K | 0.00% | +619+619.0% | Added |
| Stephens Consulting, LLC | 725 | $55.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 728 | $55.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 750 | $56.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 750 | $56.9K | 0.01% | +25+3.4% | Added |
| McClarren Financial Advisors, Inc. | 776 | $58.0K | 0.05% | +8+1.0% | Added |
| Gradient Investments LLC | 771 | $58.5K | 0.00% | +27+3.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 779 | $59.0K | 0.00% | −424−35.2% | Reduced |
| ORG Partners LLC | 781 | $59.8K | 0.01% | +781 | New |
| Winch Advisory Services, LLC | 798 | $60.0K | 0.02% | +427+115.1% | Added |
| Johnson Financial Group, Inc. | 804 | $61.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 903 | $68.5K | 0.00% | +100+12.5% | Added |
| Westpac Banking Corp | 920 | $69.8K | 0.00% | −22,728−96.1% | Reduced |
| Denali Advisors LLC | 926 | $70.2K | 0.02% | −1,507−61.9% | Reduced |
| MV Capital Management, Inc. | 933 | $70.8K | 0.01% | +195+26.4% | Added |
| Covestor Ltd | 945 | $72.0K | 0.05% | +335+54.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $72.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $72.1K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 955 | $72.4K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 955 | $72.4K | 0.00% | +18+1.9% | Added |
| Quent Capital, LLC | 961 | $72.9K | 0.01% | −261−21.4% | Reduced |
| Manchester Capital Management LLC | 999 | $75.8K | 0.01% | +22+2.3% | Added |
| Duncker Streett & Co Inc | 1,010 | $76.6K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,010 | $76.6K | 0.09% | +376+59.3% | Added |
| Global Retirement Partners, LLC | 1,014 | $76.9K | 0.00% | −11−1.1% | Reduced |
| Bokf, NA | 1,177 | $89.3K | 0.00% | −11−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,202 | $91.0K | 0.01% | +1,192+11,920.0% | Added |
| Cullen/Frost Bankers, Inc. | 1,291 | $97.9K | 0.00% | −2,330−64.3% | Reduced |
| JFS Wealth Advisors, LLC | 1,316 | $99.8K | 0.01% | +7+0.5% | Added |
| AdvisorNet Financial, Inc | 1,321 | $100.2K | 0.01% | +21+1.6% | Added |
| FinTrust Capital Advisors, LLC | 1,202 | $100.9K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,380 | $104.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,382 | $105.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $105.6K | 0.03% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,448 | $109.8K | 0.06% | −70−4.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,457 | $110.5K | 0.00% | −344,494−99.6% | Reduced |
| Penserra Capital Management LLC | 1,468 | $111.0K | 0.00% | +1,454+10,385.7% | Added |
| V-Square Quantitative Management LLC | 1,499 | $113.7K | 0.08% | +1,499 | New |
| JNBA Financial Advisors | 1,532 | $116.2K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,552 | $117.7K | 0.02% | +150+10.7% | Added |
| Harbor Investment Advisory, LLC | 1,576 | $119.5K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,606 | $121.8K | 0.04% | +448+38.7% | Added |
| Stonebridge Capital Advisors LLC | 1,644 | $124.7K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,707 | $129.0K | 0.04% | +129+8.2% | Added |
| Silvant Capital Management LLC | 1,747 | $132.5K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,800 | $136.5K | 0.00% | +1,800 | New |
| Harbour Investments, Inc. | 1,852 | $140.5K | 0.01% | −504−21.4% | Reduced |
| Huntington National Bank | 1,876 | $142.3K | 0.00% | −292−13.5% | Reduced |
| Optimum Investment Advisors | 1,950 | $147.9K | 0.07% | 00.0% | Unchanged |