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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 9,155 | $694.4K | 0.05% | −100−1.1% | Reduced |
| Aviva PLC | 9,282 | $703.9K | 0.00% | −25,360−73.2% | Reduced |
| Cetera Advisors LLC | 9,454 | $717.0K | 0.01% | +1,066+12.7% | Added |
| Johnson Midwest Financial, LLC | 9,488 | $719.6K | 0.64% | +5,559+141.5% | Added |
| Ostrum Asset Management | 9,507 | $721.0K | 0.06% | +35+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $721.3K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 9,784 | $742.0K | 0.00% | −401−3.9% | Reduced |
| Vontobel Holding Ltd. | 9,788 | $742.3K | 0.01% | −374−3.7% | Reduced |
| Pinnacle Associates Ltd | 9,807 | $743.8K | 0.01% | −880−8.2% | Reduced |
| Metropolitan Life Insurance Co | 9,838 | $746.1K | 0.04% | −339−3.3% | Reduced |
| Strategic Investment Advisors | 9,861 | $747.9K | 0.10% | +266+2.8% | Added |
| Holderness Investments Co | 10,014 | $759.5K | 0.28% | −15−0.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 10,031 | $760.8K | 0.30% | +640+6.8% | Added |
| Plimoth Trust Co LLC | 10,043 | $761.7K | 0.23% | −185−1.8% | Reduced |
| Thrivent Financial for Lutherans | 10,064 | $763.0K | 0.00% | −55,329−84.6% | Reduced |
| Virtus ETF Advisers LLC | 10,176 | $771.7K | 0.46% | +242+2.4% | Added |
| Ausdal Financial Partners, Inc. | 10,218 | $774.9K | 0.11% | +58+0.6% | Added |
| E. Ohman J:or Asset Management AB | 10,700 | $811.5K | 0.03% | 00.0% | Unchanged |
| West Bancorporation Inc | 10,716 | $812.7K | 0.55% | −10−0.1% | Reduced |
| Empowered Funds, LLC | 10,872 | $824.5K | 0.03% | +1,083+11.1% | Added |
| EA Series Trust | 10,872 | $824.5K | 0.03% | +10,872 | New |
| Park Edge Advisors, LLC | 10,891 | $826.0K | 0.28% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 11,035 | $837.0K | 0.34% | +130+1.2% | Added |
| New Mexico Educational Retirement Board | 11,054 | $838.0K | 0.04% | +500+4.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,062 | $839.0K | 0.02% | −22,383−66.9% | Reduced |
| SageView Advisory Group, LLC | 11,298 | $856.9K | 0.05% | −393−3.4% | Reduced |
| Gotham Asset Management, LLC | 11,315 | $858.1K | 0.02% | −5,234−31.6% | Reduced |
| Bridgefront Capital, LLC | 11,425 | $866.5K | 0.47% | +11,425 | New |
| iA Global Asset Management Inc. | 11,646 | $883.0K | 0.02% | +11,646 | New |
| South Dakota Investment Council | 11,930 | $905.0K | 0.02% | −900−7.0% | Reduced |
| Foster Group, Inc. | 11,970 | $907.8K | 0.05% | −820−6.4% | Reduced |
| Oppenheimer & Co Inc | 12,273 | $930.8K | 0.02% | −1,523−11.0% | Reduced |
| Glenmede Trust Co NA | 12,555 | $933.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 12,309 | $934.0K | 0.67% | −50−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,483 | $946.7K | 0.01% | −643−4.9% | Reduced |
| Natixis | 12,827 | $972.8K | 0.01% | −4,088−24.2% | Reduced |
| Savant Capital, LLC | 12,888 | $977.4K | 0.02% | +555+4.5% | Added |
| PSI Advisors, LLC | 12,993 | $985.4K | 0.43% | 00.0% | Unchanged |
| Estate Counselors, LLC | 13,070 | $991.2K | 0.13% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 13,238 | $1.00M | 0.02% | +7,743+140.9% | Added |
| Adams Wealth Management | 13,555 | $1.03M | 0.32% | +351+2.7% | Added |
| Rockland Trust Co | 13,596 | $1.03M | 0.06% | −316−2.3% | Reduced |
| Bridgewater Associates, LP | 13,615 | $1.03M | 0.01% | +13,615 | New |
| Kestra Private Wealth Services, LLC | 13,628 | $1.03M | 0.04% | −4,160−23.4% | Reduced |
| Ergoteles LLC | 13,885 | $1.05M | 0.05% | −316,227−95.8% | Reduced |
| Candriam Luxembourg S.C.A. | 13,984 | $1.06M | 0.01% | −13,809−49.7% | Reduced |
| Polianta Ltd | 14,000 | $1.06M | 0.49% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 13,993 | $1.06M | 0.00% | −140−1.0% | Reduced |
| Louisiana State Employees Retirement System | 14,000 | $1.06M | 0.02% | −800−5.4% | Reduced |
| Kestra Advisory Services, LLC | 14,025 | $1.06M | 0.01% | +1,018+7.8% | Added |
| Glaxis Capital Management, LLC | 14,127 | $1.07M | 4.07% | +122+0.9% | Added |
| Umb Bank N A | 14,250 | $1.08M | 0.02% | −198,544−93.3% | Reduced |
| Cresset Asset Management, LLC | 14,258 | $1.08M | 0.01% | +10,720+303.0% | Added |
| Duality Advisers, LP | 14,478 | $1.10M | 0.14% | +14,478 | New |
| Banque Cantonale Vaudoise | 14,655 | $1.11M | 0.05% | +7,000+91.4% | Added |
| Sound View Wealth Advisors Group, LLC | 14,763 | $1.12M | 0.15% | +2,517+20.6% | Added |
| Edgestream Partners, L.P. | 14,936 | $1.13M | 0.10% | +14,936 | New |
| GoalVest Advisory LLC | 14,982 | $1.14M | 0.59% | −2,718−15.4% | Reduced |
| Advisor Partners II, LLC | 15,162 | $1.15M | 0.05% | +664+4.6% | Added |
| Quantinno Capital Management LP | 15,451 | $1.17M | 0.07% | +3,262+26.8% | Added |
| Argent Trust Co | 15,664 | $1.19M | 0.06% | +3,768+31.7% | Added |
| D.A. Davidson & Co. | 15,756 | $1.20M | 0.01% | +635+4.2% | Added |
| Paradigm Financial Partners, LLC | 15,804 | $1.20M | 0.32% | −2,218−12.3% | Reduced |
| MML Investors Services, LLC | 16,105 | $1.22M | 0.01% | +333+2.1% | Added |
| Old National Bancorp | 16,342 | $1.24M | 0.04% | −7,289−30.8% | Reduced |
| Resources Investment Advisors, LLC. | 16,354 | $1.24M | 0.03% | −339−2.0% | Reduced |
| Greenwood Capital Associates LLC | 16,355 | $1.24M | 0.17% | −216−1.3% | Reduced |
| Nordea Investment Management AB | 16,440 | $1.25M | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,729 | $1.25M | 0.03% | −545−3.3% | Reduced |
| Hartford Investment Management Co | 16,869 | $1.28M | 0.05% | −2,993−15.1% | Reduced |
| Stifel Financial Corp | 17,240 | $1.31M | 0.00% | −6,848−28.4% | Reduced |
| Centric Wealth Management | 17,226 | $1.32M | 0.53% | +1,256+7.9% | Added |
| Federated Hermes, Inc. | 17,470 | $1.32M | 0.00% | +12,646+262.1% | Added |
| Prudential PLC | 17,860 | $1.35M | 0.02% | +2,086+13.2% | Added |
| Montag A & Associates Inc | 17,946 | $1.36M | 0.08% | −630−3.4% | Reduced |
| Kentucky Retirement Systems | 18,153 | $1.38M | 0.05% | +161+0.9% | Added |
| Maryland State Retirement & Pension System | 18,456 | $1.40M | 0.03% | −793−4.1% | Reduced |
| Guggenheim Capital LLC | 18,523 | $1.40M | 0.01% | −34,707−65.2% | Reduced |
| Daiwa Securities Group Inc. | 18,602 | $1.41M | 0.01% | +432+2.4% | Added |
| CI Private Wealth, LLC | 18,607 | $1.41M | 0.00% | −11,441−38.1% | Reduced |
| Securian Asset Management, Inc | 18,626 | $1.41M | 0.04% | −227−1.2% | Reduced |
| Norinchukin Bank, The | 18,905 | $1.43M | 0.02% | +6,400+51.2% | Added |
| Assenagon Asset Management S.A. | 19,187 | $1.46M | 0.01% | −90,184−82.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,554 | $1.48M | 0.02% | +72+0.4% | Added |
| M&T Bank Corp | 19,617 | $1.49M | 0.01% | −2,979−13.2% | Reduced |
| Great Diamond Partners, LLC | 19,822 | $1.50M | 0.40% | −56−0.3% | Reduced |
| Crestline Management, LP | 20,000 | $1.52M | 0.17% | +5,000+33.3% | Added |
| Elo Mutual Pension Insurance Co | 20,061 | $1.52M | 0.04% | +317+1.6% | Added |
| Bank of Nova Scotia | 20,095 | $1.52M | 0.00% | +2,611+14.9% | Added |
| HighTower Advisors, LLC | 20,302 | $1.54M | 0.00% | −17,956−46.9% | Reduced |
| Cerity Partners LLC | 20,262 | $1.54M | 0.01% | +13,383+194.5% | Added |
| Northwestern Mutual Wealth Management Co | 20,431 | $1.55M | 0.00% | −295−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,608 | $1.56M | 0.02% | −1,501−6.8% | Reduced |
| Truist Financial Corp | 20,668 | $1.57M | 0.00% | −2,347−10.2% | Reduced |
| Financial Advisory Service, Inc. | 20,760 | $1.57M | 0.20% | +2,733+15.2% | Added |
| Occudo Quantitative Strategies LP | 20,773 | $1.58M | 0.16% | +20,773 | New |
| EHP Funds Inc. | 21,100 | $1.60M | 0.45% | −28,230−57.2% | Reduced |
| Canada Pension Plan Investment Board | 21,601 | $1.64M | 0.00% | +21,600+2,160,000.0% | Added |
| British Columbia Investment Management Corp | 21,795 | $1.65M | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 21,998 | $1.67M | 0.01% | −540−2.4% | Reduced |