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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 11,930 | $905.0K | 0.02% | −900−7.0% | Reduced |
| iA Global Asset Management Inc. | 11,646 | $883.0K | 0.02% | +11,646 | New |
| Bridgefront Capital, LLC | 11,425 | $866.5K | 0.47% | +11,425 | New |
| Gotham Asset Management, LLC | 11,315 | $858.1K | 0.02% | −5,234−31.6% | Reduced |
| SageView Advisory Group, LLC | 11,298 | $856.9K | 0.05% | −393−3.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,062 | $839.0K | 0.02% | −22,383−66.9% | Reduced |
| New Mexico Educational Retirement Board | 11,054 | $838.0K | 0.04% | +500+4.7% | Added |
| Martin Capital Partners, LLC | 11,035 | $837.0K | 0.34% | +130+1.2% | Added |
| Park Edge Advisors, LLC | 10,891 | $826.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| West Bancorporation Inc | 10,716 | $812.7K | 0.55% | −10−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 10,700 | $811.5K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,218 | $774.9K | 0.11% | +58+0.6% | Added |
| Virtus ETF Advisers LLC | 10,176 | $771.7K | 0.46% | +242+2.4% | Added |
| Thrivent Financial for Lutherans | 10,064 | $763.0K | 0.00% | −55,329−84.6% | Reduced |
| Plimoth Trust Co LLC | 10,043 | $761.7K | 0.23% | −185−1.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 10,031 | $760.8K | 0.30% | +640+6.8% | Added |
| Holderness Investments Co | 10,014 | $759.5K | 0.28% | −15−0.1% | Reduced |
| Strategic Investment Advisors | 9,861 | $747.9K | 0.10% | +266+2.8% | Added |
| Metropolitan Life Insurance Co | 9,838 | $746.1K | 0.04% | −339−3.3% | Reduced |
| Pinnacle Associates Ltd | 9,807 | $743.8K | 0.01% | −880−8.2% | Reduced |
| Vontobel Holding Ltd. | 9,788 | $742.3K | 0.01% | −374−3.7% | Reduced |
| CWM, LLC | 9,784 | $742.0K | 0.00% | −401−3.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $721.3K | 0.05% | 00.0% | Unchanged |
| Ostrum Asset Management | 9,507 | $721.0K | 0.06% | +35+0.4% | Added |
| Johnson Midwest Financial, LLC | 9,488 | $719.6K | 0.64% | +5,559+141.5% | Added |
| Cetera Advisors LLC | 9,454 | $717.0K | 0.01% | +1,066+12.7% | Added |
| Aviva PLC | 9,282 | $703.9K | 0.00% | −25,360−73.2% | Reduced |
| Csenge Advisory Group | 9,155 | $694.4K | 0.05% | −100−1.1% | Reduced |
| KC Investment Advisors, LLC | 9,024 | $684.4K | 0.46% | +878+10.8% | Added |
| My Legacy Advisors, LLC | 8,493 | $678.6K | 0.27% | −1,690−16.6% | Reduced |
| Magnetar Financial LLC | 8,927 | $677.0K | 0.01% | −69−0.8% | Reduced |
| Basepoint Wealth LLC | 8,710 | $660.5K | 0.55% | +203+2.4% | Added |
| APG Asset Management N.V. | 9,347 | $649.7K | 0.00% | −900−8.8% | Reduced |
| Verdence Capital Advisors LLC | 8,510 | $645.4K | 0.07% | +1,851+27.8% | Added |
| Proequities, Inc. | 8,478 | $643.0K | 0.05% | −641−7.0% | Reduced |
| Strategy Asset Managers LLC | 8,474 | $642.7K | 0.14% | +558+7.0% | Added |
| Allworth Financial LP | 8,410 | $637.8K | 0.01% | −110−1.3% | Reduced |
| Gilbert & Cook, Inc. | 8,406 | $637.5K | 0.10% | 00.0% | Unchanged |
| Veritable, L.P. | 8,216 | $623.1K | 0.01% | −1,328−13.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,161 | $618.9K | 0.01% | −1,774−17.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,105 | $615.0K | 0.05% | +8+0.1% | Added |
| Archford Capital Strategies, LLC | 7,246 | $606.5K | 0.12% | +94+1.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,850 | $595.3K | 0.02% | −2,074−20.9% | Reduced |
| Wolff Financial Management LLC | 7,815 | $593.0K | 0.52% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,523 | $570.6K | 0.01% | +176+2.4% | Added |
| Empirical Finance, LLC | 7,517 | $570.1K | 0.04% | +761+11.3% | Added |
| Wetherby Asset Management Inc | 7,486 | $567.7K | 0.03% | −120−1.6% | Reduced |
| Venture Visionary Partners LLC | 7,467 | $566.3K | 0.03% | −1,178−13.6% | Reduced |
| City State Bank | 7,438 | $564.0K | 0.30% | −220−2.9% | Reduced |
| Lion Street Advisors, LLC | 8,366 | $561.3K | 0.19% | −23−0.3% | Reduced |
| Carret Asset Management, LLC | 7,391 | $560.5K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,343 | $556.9K | 0.08% | −1,400−16.0% | Reduced |
| Agf Management Ltd | 7,295 | $553.3K | 0.00% | −5,498−43.0% | Reduced |
| Personal Cfo Solutions, LLC | 7,148 | $542.1K | 0.11% | +106+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,121 | $540.1K | 0.01% | −32−0.4% | Reduced |
| Unigestion Holding SA | 7,138 | $539.7K | 0.03% | −1,521−17.6% | Reduced |
| Metis Global Partners, LLC | 7,110 | $539.2K | 0.03% | −164−2.3% | 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 |
| Greenleaf Trust | 6,915 | $524.4K | 0.01% | −160−2.3% | Reduced |
| Palisade Asset Management, LLC | 6,900 | $523.3K | 0.06% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 6,892 | $522.7K | 0.00% | +54+0.8% | Added |
| Forum Financial Management, LP | 6,879 | $521.7K | 0.01% | −20.0% | Reduced |
| Acropolis Investment Management, LLC | 6,809 | $516.4K | 0.04% | −1,214−15.1% | Reduced |
| Mokosak Advisory Group, LLC | 6,803 | $515.9K | 0.20% | +18+0.3% | Added |
| Merit Financial Group, LLC | 6,794 | $515.2K | 0.02% | +638+10.4% | Added |
| ING Groep NV | 6,771 | $513.5K | 0.00% | +6,771 | New |
| Regions Financial Corp | 6,765 | $513.1K | 0.00% | +33+0.5% | Added |
| Argonautica Private Wealth Management, Inc | 6,726 | $510.1K | 0.23% | +199+3.0% | Added |
| Axq Capital, LP | 6,600 | $500.5K | 0.62% | −3,100−32.0% | Reduced |
| TownSquare Capital, LLC | 6,499 | $492.9K | 0.01% | −72−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,389 | $485.0K | 0.02% | −320−4.8% | Reduced |
| Twin Capital Management Inc | 6,276 | $476.0K | 0.06% | −159−2.5% | Reduced |
| Continuum Advisory, LLC | 6,267 | $475.3K | 0.08% | −62−1.0% | Reduced |
| Burney Co | 6,176 | $468.4K | 0.02% | −1,304−17.4% | Reduced |
| Hilltop Holdings Inc. | 6,017 | $456.3K | 0.06% | +515+9.4% | Added |
| Nicolet Bankshares Inc | 5,998 | $454.9K | 0.13% | −50−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,972 | $452.9K | 0.01% | +3,047+104.2% | Added |
| Jacobi Capital Management LLC | 5,914 | $448.5K | 0.05% | +1,238+26.5% | Added |
| FDx Advisors, Inc. | 5,902 | $448.0K | 0.02% | +1,740+41.8% | Added |
| Graham Capital Management, L.P. | 5,903 | $447.7K | 0.02% | +5,903 | New |
| Vestcor Inc | 5,876 | $446.0K | 0.02% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 5,859 | $444.3K | 0.14% | −13,522−69.8% | Reduced |
| Qtron Investments LLC | 5,842 | $443.1K | 0.08% | −1,487−20.3% | Reduced |
| Desjardins Global Asset Management Inc. | 5,733 | $434.8K | 0.05% | +4,023+235.3% | Added |
| Sherbrooke Park Advisers LLC | 5,700 | $432.3K | 0.23% | +5,700 | New |
| Nemes Rush Group LLC | 5,673 | $430.2K | 0.08% | +5,673 | New |
| Heartland Bank & Trust Co | 5,648 | $428.3K | 0.33% | −238−4.0% | Reduced |
| Capital Investment Advisors, LLC | 5,610 | $425.5K | 0.01% | +333+6.3% | Added |
| Beacon Pointe Advisors, LLC | 5,596 | $424.4K | 0.01% | −12−0.2% | Reduced |
| Engineers Gate Manager LP | 5,596 | $424.4K | 0.02% | +5,596 | New |
| Integrated Wealth Concepts LLC | 5,554 | $421.2K | 0.01% | −2,468−30.8% | Reduced |
| Wedbush Securities Inc | 5,553 | $421.0K | 0.02% | −389−6.5% | Reduced |
| Waldron Private Wealth LLC | 5,530 | $419.4K | 0.02% | +18+0.3% | Added |
| Resolute Wealth Strategies, LLC | 5,471 | $414.9K | 0.32% | +4+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 5,438 | $412.4K | 0.01% | −211−3.7% | Reduced |
| Equitable Holdings, Inc. | 5,421 | $411.1K | 0.01% | +38+0.7% | Added |
| United Capital Financial Advisers, LLC | 5,411 | $410.4K | 0.00% | −77−1.4% | Reduced |