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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 4,504 | $341.6K | 0.04% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,535 | $343.9K | 0.09% | +356+8.5% | Added |
| Sageworth Trust Co of South Dakota | 4,571 | $346.7K | 0.86% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,595 | $348.5K | 0.18% | −51−1.1% | Reduced |
| Ritholtz Wealth Management | 4,604 | $349.1K | 0.02% | −696−13.1% | Reduced |
| Independent Advisor Alliance | 4,637 | $351.7K | 0.02% | +83+1.8% | Added |
| Arete Wealth Advisors, LLC | 4,703 | $357.0K | 0.03% | +4,703 | New |
| Apollon Wealth Management, LLC | 4,765 | $361.4K | 0.02% | +333+7.5% | Added |
| Summit X, LLC | 4,769 | $361.8K | 0.09% | −151−3.1% | Reduced |
| Kingsview Wealth Management, LLC | 4,791 | $363.3K | 0.01% | +398+9.1% | Added |
| Cedrus LLC | 4,850 | $367.8K | 0.26% | +148+3.1% | Added |
| Erste Asset Management GmbH | 4,900 | $370.5K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 4,945 | $378.8K | 0.08% | −1,228−19.9% | Reduced |
| JT Stratford LLC | 5,013 | $380.2K | 0.10% | −1,697−25.3% | Reduced |
| Legacy Financial Advisors, Inc. | 5,070 | $384.5K | 0.07% | +322+6.8% | Added |
| Symmetry Partners, LLC | 5,082 | $385.0K | 0.02% | −1,055−17.2% | Reduced |
| Rockefeller Capital Management L.P. | 5,101 | $386.9K | 0.00% | −173−3.3% | Reduced |
| IFP Advisors, Inc | 6,885 | $388.7K | 0.02% | +981+16.6% | Added |
| Balentine LLC | 5,138 | $389.7K | 0.01% | −4,161−44.7% | Reduced |
| Benin Management CORP | 5,200 | $394.4K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,242 | $397.6K | 0.03% | +162+3.2% | Added |
| Romano Brothers and Company | 5,278 | $400.3K | 0.06% | −175−3.2% | Reduced |
| MAI Capital Management | 5,310 | $402.7K | 0.01% | −1,074−16.8% | Reduced |
| MQS Management LLC | 5,319 | $403.4K | 0.27% | +5,319 | New |
| Coldstream Capital Management Inc | 5,325 | $403.8K | 0.01% | −550−9.4% | Reduced |
| RSM US Wealth Management LLC | 5,326 | $404.0K | 0.01% | +257+5.1% | Added |
| Banco BTG Pactual S.A. | 5,346 | $405.4K | 0.26% | +5,346 | New |
| CWA Asset Management Group, LLC | 5,362 | $406.7K | 0.03% | +159+3.1% | Added |
| Sawtooth Solutions, LLC | 5,375 | $407.7K | 0.01% | −40−0.7% | Reduced |
| Bleakley Financial Group, LLC | 5,381 | $408.1K | 0.01% | −29−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 5,411 | $410.4K | 0.00% | −77−1.4% | Reduced |
| Equitable Holdings, Inc. | 5,421 | $411.1K | 0.01% | +38+0.7% | Added |
| Buckingham Strategic Wealth, LLC | 5,438 | $412.4K | 0.01% | −211−3.7% | Reduced |
| Resolute Wealth Strategies, LLC | 5,471 | $414.9K | 0.32% | +4+0.1% | Added |
| Waldron Private Wealth LLC | 5,530 | $419.4K | 0.02% | +18+0.3% | Added |
| Wedbush Securities Inc | 5,553 | $421.0K | 0.02% | −389−6.5% | Reduced |
| Integrated Wealth Concepts LLC | 5,554 | $421.2K | 0.01% | −2,468−30.8% | Reduced |
| Engineers Gate Manager LP | 5,596 | $424.4K | 0.02% | +5,596 | New |
| Beacon Pointe Advisors, LLC | 5,596 | $424.4K | 0.01% | −12−0.2% | Reduced |
| Capital Investment Advisors, LLC | 5,610 | $425.5K | 0.01% | +333+6.3% | Added |
| Heartland Bank & Trust Co | 5,648 | $428.3K | 0.33% | −238−4.0% | Reduced |
| Nemes Rush Group LLC | 5,673 | $430.2K | 0.08% | +5,673 | New |
| Sherbrooke Park Advisers LLC | 5,700 | $432.3K | 0.23% | +5,700 | New |
| Desjardins Global Asset Management Inc. | 5,733 | $434.8K | 0.05% | +4,023+235.3% | Added |
| Qtron Investments LLC | 5,842 | $443.1K | 0.08% | −1,487−20.3% | Reduced |
| Donoghue Forlines LLC | 5,859 | $444.3K | 0.14% | −13,522−69.8% | Reduced |
| Vestcor Inc | 5,876 | $446.0K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,903 | $447.7K | 0.02% | +5,903 | New |
| FDx Advisors, Inc. | 5,902 | $448.0K | 0.02% | +1,740+41.8% | Added |
| Jacobi Capital Management LLC | 5,914 | $448.5K | 0.05% | +1,238+26.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,972 | $452.9K | 0.01% | +3,047+104.2% | Added |
| Nicolet Bankshares Inc | 5,998 | $454.9K | 0.13% | −50−0.8% | Reduced |
| Hilltop Holdings Inc. | 6,017 | $456.3K | 0.06% | +515+9.4% | Added |
| Burney Co | 6,176 | $468.4K | 0.02% | −1,304−17.4% | Reduced |
| Continuum Advisory, LLC | 6,267 | $475.3K | 0.08% | −62−1.0% | Reduced |
| Twin Capital Management Inc | 6,276 | $476.0K | 0.06% | −159−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,389 | $485.0K | 0.02% | −320−4.8% | Reduced |
| TownSquare Capital, LLC | 6,499 | $492.9K | 0.01% | −72−1.1% | Reduced |
| Axq Capital, LP | 6,600 | $500.5K | 0.62% | −3,100−32.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,726 | $510.1K | 0.23% | +199+3.0% | Added |
| Regions Financial Corp | 6,765 | $513.1K | 0.00% | +33+0.5% | Added |
| ING Groep NV | 6,771 | $513.5K | 0.00% | +6,771 | New |
| Merit Financial Group, LLC | 6,794 | $515.2K | 0.02% | +638+10.4% | Added |
| Mokosak Advisory Group, LLC | 6,803 | $515.9K | 0.20% | +18+0.3% | Added |
| Acropolis Investment Management, LLC | 6,809 | $516.4K | 0.04% | −1,214−15.1% | Reduced |
| Forum Financial Management, LP | 6,879 | $521.7K | 0.01% | −20.0% | Reduced |
| Impax Asset Management Group plc | 6,892 | $522.7K | 0.00% | +54+0.8% | Added |
| Palisade Asset Management, LLC | 6,900 | $523.3K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 6,915 | $524.4K | 0.01% | −160−2.3% | Reduced |
| Fifth Third Bancorp | 6,952 | $527.2K | 0.00% | −213−3.0% | Reduced |
| Johnson Investment Counsel Inc | 6,952 | $527.2K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,110 | $539.2K | 0.03% | −164−2.3% | Reduced |
| Unigestion Holding SA | 7,138 | $539.7K | 0.03% | −1,521−17.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,121 | $540.1K | 0.01% | −32−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 7,148 | $542.1K | 0.11% | +106+1.5% | Added |
| Agf Management Ltd | 7,295 | $553.3K | 0.00% | −5,498−43.0% | Reduced |
| Sunbelt Securities, Inc. | 7,343 | $556.9K | 0.08% | −1,400−16.0% | Reduced |
| Carret Asset Management, LLC | 7,391 | $560.5K | 0.07% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 8,366 | $561.3K | 0.19% | −23−0.3% | Reduced |
| City State Bank | 7,438 | $564.0K | 0.30% | −220−2.9% | Reduced |
| Venture Visionary Partners LLC | 7,467 | $566.3K | 0.03% | −1,178−13.6% | Reduced |
| Wetherby Asset Management Inc | 7,486 | $567.7K | 0.03% | −120−1.6% | Reduced |
| Empirical Finance, LLC | 7,517 | $570.1K | 0.04% | +761+11.3% | Added |
| GWM Advisors LLC | 7,523 | $570.6K | 0.01% | +176+2.4% | Added |
| Wolff Financial Management LLC | 7,815 | $593.0K | 0.52% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,850 | $595.3K | 0.02% | −2,074−20.9% | Reduced |
| Archford Capital Strategies, LLC | 7,246 | $606.5K | 0.12% | +94+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,105 | $615.0K | 0.05% | +8+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 8,161 | $618.9K | 0.01% | −1,774−17.9% | Reduced |
| Veritable, L.P. | 8,216 | $623.1K | 0.01% | −1,328−13.9% | Reduced |
| Gilbert & Cook, Inc. | 8,406 | $637.5K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 8,410 | $637.8K | 0.01% | −110−1.3% | Reduced |
| Strategy Asset Managers LLC | 8,474 | $642.7K | 0.14% | +558+7.0% | Added |
| Proequities, Inc. | 8,478 | $643.0K | 0.05% | −641−7.0% | Reduced |
| Verdence Capital Advisors LLC | 8,510 | $645.4K | 0.07% | +1,851+27.8% | Added |
| APG Asset Management N.V. | 9,347 | $649.7K | 0.00% | −900−8.8% | Reduced |
| Basepoint Wealth LLC | 8,710 | $660.5K | 0.55% | +203+2.4% | Added |
| Magnetar Financial LLC | 8,927 | $677.0K | 0.01% | −69−0.8% | Reduced |
| My Legacy Advisors, LLC | 8,493 | $678.6K | 0.27% | −1,690−16.6% | Reduced |
| KC Investment Advisors, LLC | 9,024 | $684.4K | 0.46% | +878+10.8% | Added |