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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, 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.

Institutional holdersQ2 2023: 731 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 heldQ2 2023: $13.2B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2023.

Institutions holding PFG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
WealthPLAN Partners, LLC1,969$149.4K0.02%−497−20.2%Reduced
Quadrant Capital Group LLC2,119$160.7K0.02%−7−0.3%Reduced
Tobam2,169$164.0K0.01%+923+74.1%Added
Parallel Advisors, LLC2,216$168.1K0.01%−257−10.4%Reduced
Signaturefd, LLC2,410$182.8K0.00%−33−1.4%Reduced
VisionPoint Advisory Group, LLC2,462$186.7K0.08%+2,462New
TSFG, LLC2,479$188.0K0.07%00.0%Unchanged
Whittier Trust Co2,500$189.6K0.00%−18−0.7%Reduced
West Financial Advisors, LLC2,525$191.5K0.05%+754+42.6%Added
Atlas Capital Advisors LLC2,535$192.3K0.03%−392−13.4%Reduced
Tower Research Capital LLC (TRC)2,557$193.9K0.01%−3,314−56.4%Reduced
Checchi Capital Advisers, LLC2,651$201.1K0.02%+2,651New
Trust Asset Management LLC2,678$203.1K0.02%+2,678New
Resurgent Financial Advisors LLC2,690$204.0K0.14%−2−0.1%Reduced
Brighton Jones LLC2,701$204.8K0.01%+2,701New
Profund Advisors LLC2,702$204.9K0.01%−70−2.5%Reduced
Sigma Planning Corp2,744$208.2K0.01%−286−9.4%Reduced
Ameritas Investment Partners, Inc.2,747$208.3K0.01%00.0%Unchanged
Oxford Financial Group Ltd2,751$208.7K0.02%+2,751New
Sather Financial Group Inc2,754$208.9K0.02%00.0%Unchanged
Commons Capital, LLC2,754$208.9K0.31%−464−14.4%Reduced
Security National Bank2,795$212.0K0.05%00.0%Unchanged
Atria Wealth Solutions, Inc.2,796$212.1K0.00%+17+0.6%Added
J.W. Cole Advisors, Inc.2,797$212.1K0.02%+17+0.6%Added
Harvest Fund Management Co., Ltd2,825$214.0K0.04%00.0%Unchanged
Latitude Advisors, LLC2,873$217.9K0.15%+2,873New
Cora Capital Advisors LLC2,878$218.3K0.15%+2,878New
IHT Wealth Management, LLC2,886$218.9K0.01%+167+6.1%Added
Cigna Investments Inc2,925$221.0K0.04%00.0%Unchanged
Fund Management at Engine No. 1 LLC2,940$223.0K0.04%+179+6.5%Added
Bessemer Group Inc2,939$223.0K0.00%−258−8.1%Reduced
Nilsine Partners, LLC2,971$225.3K0.03%+22+0.7%Added
Comerica Securities,inc.2,994$227.1K0.02%−19−0.6%Reduced
CRA Financial Services, LLC3,000$227.5K0.06%00.0%Unchanged
Security National Bank of So Dak3,000$227.5K0.16%+3,000New
Glassy Mountain Advisors, Inc.3,000$227.5K0.10%+3,000New
Redhawk Wealth Advisors, Inc.3,015$228.7K0.07%+15+0.5%Added
Northwest Wealth Management, LLC3,023$229.3K0.08%−251−7.7%Reduced
Veriti Management LLC3,035$230.2K0.03%+3,035New
Park National Corp3,055$231.7K0.01%+3,055New
Central Trust Co3,065$232.4K0.01%+1,500+95.8%Added
Jackson, Grant Investment Advisers, Inc.3,071$232.9K0.11%00.0%Unchanged
MBM Wealth Consultants, LLC2,982$234.4K0.10%+1,294+76.7%Added
Lincoln National Corp3,106$235.5K0.00%−695−18.3%Reduced
Rehmann Capital Advisory Group3,107$235.6K0.02%−305−8.9%Reduced
Kinloch Capital, LLC3,130$237.4K0.14%00.0%Unchanged
AXA S.A.3,151$239.0K0.00%−32,191−91.1%Reduced
Horizon Investments, LLC3,162$239.8K0.01%+202+6.8%Added
Koshinski Asset Management, Inc.3,171$240.5K0.03%+167+5.6%Added
Western Wealth Management, LLC3,179$241.1K0.02%−367−10.3%Reduced
Pathstone Family Office, LLC3,208$243.3K0.00%−332−9.4%Reduced
DoubleLine ETF Adviser LP3,233$245.2K0.09%+481+17.5%Added
Geller Advisors LLC3,248$246.3K0.03%+3,248New
Prossimo Advisors, LLC3,259$247.0K0.24%−280−7.9%Reduced
First Citizens Financial Corp3,261$247.3K0.17%+3,261New
Chesley Taft & Associates LLC3,266$247.7K0.02%+3+0.1%Added
Advisory Services Network, LLC3,272$248.2K0.01%−3,048−48.2%Reduced
Ossiam3,303$250.5K0.00%−108,355−97.0%Reduced
Northern Oak Wealth Management Inc3,308$250.9K0.03%−106−3.1%Reduced
WESPAC Advisors, LLC3,323$252.0K0.20%00.0%Unchanged
Concord Wealth Partners3,354$254.4K0.05%+137+4.3%Added
Renaissance Group LLC3,392$257.2K0.01%+342+11.2%Added
StrategIQ Financial Group, LLC3,420$259.4K0.03%+500+17.1%Added
Astoria Portfolio Advisors LLC.3,260$260.5K0.10%+89+2.8%Added
Keybank National Association3,438$260.7K0.00%−75−2.1%Reduced
Raymond James Trust N.A.3,450$262.0K0.01%−61−1.7%Reduced
Archer Investment Corp3,479$263.8K0.09%+2,235+179.7%Added
Snowden Capital Advisors LLC3,487$264.5K0.01%−93−2.6%Reduced
Mma Asset Management LLC3,505$265.8K0.16%+57+1.7%Added
Stratos Wealth Partners, LTD.3,595$272.7K0.01%+242+7.2%Added
Iron Horse Wealth Management, LLC3,629$275.2K0.14%−250−6.4%Reduced
Adviser Investments LLC3,752$284.6K0.01%+3,752New
Auxano Advisors, LLC3,855$286.5K0.11%00.0%Unchanged
Affinity Wealth Management LLC3,780$286.7K0.07%+521+16.0%Added
Sompo Asset Management Co., Ltd.3,790$287.4K0.05%00.0%Unchanged
Inceptionr LLC3,791$287.5K0.15%+3,791New
CAPROCK Group, Inc.3,791$287.6K0.02%−340−8.2%Reduced
Olistico Wealth, LLC3,830$290.5K0.25%+26+0.7%Added
Pitcairn Co3,863$293.0K0.02%−19−0.5%Reduced
9258 Wealth Management, LLC3,883$294.5K0.06%+18+0.5%Added
Legacy Bridge, LLC3,895$295.4K0.20%00.0%Unchanged
Everence Capital Management Inc4,530$297.0K0.02%00.0%Unchanged
Harbor Capital Advisors, Inc.3,923$297.5K0.06%00.0%Unchanged
Colony Group LLC3,956$300.0K0.00%−25−0.6%Reduced
Cornercap Investment Counsel Inc3,987$302.4K0.05%00.0%Unchanged
Petrus Trust Company, LTA4,048$307.0K0.03%+4,048New
Alps Advisors Inc4,124$312.8K0.00%+30+0.7%Added
Ieq Capital, LLC4,145$314.3K0.01%−1,536−27.0%Reduced
HBK Sorce Advisory LLC4,153$315.0K0.01%+140+3.5%Added
Bartlett & Co. LLC4,155$315.0K0.01%+2,000+92.8%Added
Bartlett & Co. Wealth Management LLC4,155$315.1K0.01%+2,000+92.8%Added
Clarius Group, LLC4,208$319.1K0.02%+574+15.8%Added
Lake Street Financial LLC4,212$319.4K0.06%−985−19.0%Reduced
Center For Asset Management LLC4,214$319.6K0.30%+4,214New
Federation des caisses Desjardins du Quebec4,300$326.1K0.00%−454−9.5%Reduced
Capstone Investment Advisors, LLC4,306$326.6K0.01%−79−1.8%Reduced
Farmers & Merchants Investments Inc4,338$329.0K0.01%00.0%Unchanged
Blair William & Co4,475$339.4K0.00%−9−0.2%Reduced
Verition Fund Management LLC4,478$339.6K0.01%−4,288−48.9%Reduced
Ellevest, Inc.4,495$340.9K0.03%−5−0.1%Reduced