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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 5,381 | $408.1K | 0.01% | −29−0.5% | Reduced |
| Sawtooth Solutions, LLC | 5,375 | $407.7K | 0.01% | −40−0.7% | Reduced |
| CWA Asset Management Group, LLC | 5,362 | $406.7K | 0.03% | +159+3.1% | Added |
| Banco BTG Pactual S.A. | 5,346 | $405.4K | 0.26% | +5,346 | New |
| RSM US Wealth Management LLC | 5,326 | $404.0K | 0.01% | +257+5.1% | Added |
| Coldstream Capital Management Inc | 5,325 | $403.8K | 0.01% | −550−9.4% | Reduced |
| MQS Management LLC | 5,319 | $403.4K | 0.27% | +5,319 | New |
| MAI Capital Management | 5,310 | $402.7K | 0.01% | −1,074−16.8% | Reduced |
| Romano Brothers and Company | 5,278 | $400.3K | 0.06% | −175−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,242 | $397.6K | 0.03% | +162+3.2% | Added |
| Benin Management CORP | 5,200 | $394.4K | 0.14% | 00.0% | Unchanged |
| Balentine LLC | 5,138 | $389.7K | 0.01% | −4,161−44.7% | Reduced |
| IFP Advisors, Inc | 6,885 | $388.7K | 0.02% | +981+16.6% | Added |
| Rockefeller Capital Management L.P. | 5,101 | $386.9K | 0.00% | −173−3.3% | Reduced |
| Symmetry Partners, LLC | 5,082 | $385.0K | 0.02% | −1,055−17.2% | Reduced |
| Legacy Financial Advisors, Inc. | 5,070 | $384.5K | 0.07% | +322+6.8% | Added |
| JT Stratford LLC | 5,013 | $380.2K | 0.10% | −1,697−25.3% | Reduced |
| 180 Wealth Advisors, LLC | 4,945 | $378.8K | 0.08% | −1,228−19.9% | Reduced |
| Erste Asset Management GmbH | 4,900 | $370.5K | 0.01% | 00.0% | Unchanged |
| Cedrus LLC | 4,850 | $367.8K | 0.26% | +148+3.1% | Added |
| Kingsview Wealth Management, LLC | 4,791 | $363.3K | 0.01% | +398+9.1% | Added |
| Summit X, LLC | 4,769 | $361.8K | 0.09% | −151−3.1% | Reduced |
| Apollon Wealth Management, LLC | 4,765 | $361.4K | 0.02% | +333+7.5% | Added |
| Arete Wealth Advisors, LLC | 4,703 | $357.0K | 0.03% | +4,703 | New |
| Independent Advisor Alliance | 4,637 | $351.7K | 0.02% | +83+1.8% | Added |
| Ritholtz Wealth Management | 4,604 | $349.1K | 0.02% | −696−13.1% | Reduced |
| Centennial Wealth Advisory LLC | 4,595 | $348.5K | 0.18% | −51−1.1% | Reduced |
| Sageworth Trust Co of South Dakota | 4,571 | $346.7K | 0.86% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,535 | $343.9K | 0.09% | +356+8.5% | Added |
| Kinneret Advisory, LLC | 4,504 | $341.6K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,495 | $340.9K | 0.03% | −5−0.1% | Reduced |
| Verition Fund Management LLC | 4,478 | $339.6K | 0.01% | −4,288−48.9% | Reduced |
| Blair William & Co | 4,475 | $339.4K | 0.00% | −9−0.2% | Reduced |
| Farmers & Merchants Investments Inc | 4,338 | $329.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,306 | $326.6K | 0.01% | −79−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,300 | $326.1K | 0.00% | −454−9.5% | Reduced |
| Center For Asset Management LLC | 4,214 | $319.6K | 0.30% | +4,214 | New |
| Lake Street Financial LLC | 4,212 | $319.4K | 0.06% | −985−19.0% | Reduced |
| Clarius Group, LLC | 4,208 | $319.1K | 0.02% | +574+15.8% | Added |
| Bartlett & Co. Wealth Management LLC | 4,155 | $315.1K | 0.01% | +2,000+92.8% | Added |
| Bartlett & Co. LLC | 4,155 | $315.0K | 0.01% | +2,000+92.8% | Added |
| HBK Sorce Advisory LLC | 4,153 | $315.0K | 0.01% | +140+3.5% | Added |
| Ieq Capital, LLC | 4,145 | $314.3K | 0.01% | −1,536−27.0% | Reduced |
| Alps Advisors Inc | 4,124 | $312.8K | 0.00% | +30+0.7% | Added |
| Petrus Trust Company, LTA | 4,048 | $307.0K | 0.03% | +4,048 | New |
| Cornercap Investment Counsel Inc | 3,987 | $302.4K | 0.05% | 00.0% | Unchanged |
| Colony Group LLC | 3,956 | $300.0K | 0.00% | −25−0.6% | Reduced |
| Harbor Capital Advisors, Inc. | 3,923 | $297.5K | 0.06% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,530 | $297.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 3,895 | $295.4K | 0.20% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,883 | $294.5K | 0.06% | +18+0.5% | Added |
| Pitcairn Co | 3,863 | $293.0K | 0.02% | −19−0.5% | Reduced |
| Olistico Wealth, LLC | 3,830 | $290.5K | 0.25% | +26+0.7% | Added |
| CAPROCK Group, Inc. | 3,791 | $287.6K | 0.02% | −340−8.2% | Reduced |
| Inceptionr LLC | 3,791 | $287.5K | 0.15% | +3,791 | New |
| Sompo Asset Management Co., Ltd. | 3,790 | $287.4K | 0.05% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 3,780 | $286.7K | 0.07% | +521+16.0% | Added |
| Auxano Advisors, LLC | 3,855 | $286.5K | 0.11% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,752 | $284.6K | 0.01% | +3,752 | New |
| Iron Horse Wealth Management, LLC | 3,629 | $275.2K | 0.14% | −250−6.4% | Reduced |
| Stratos Wealth Partners, LTD. | 3,595 | $272.7K | 0.01% | +242+7.2% | Added |
| Mma Asset Management LLC | 3,505 | $265.8K | 0.16% | +57+1.7% | Added |
| Snowden Capital Advisors LLC | 3,487 | $264.5K | 0.01% | −93−2.6% | Reduced |
| Archer Investment Corp | 3,479 | $263.8K | 0.09% | +2,235+179.7% | Added |
| Raymond James Trust N.A. | 3,450 | $262.0K | 0.01% | −61−1.7% | Reduced |
| Keybank National Association | 3,438 | $260.7K | 0.00% | −75−2.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,260 | $260.5K | 0.10% | +89+2.8% | Added |
| StrategIQ Financial Group, LLC | 3,420 | $259.4K | 0.03% | +500+17.1% | Added |
| Renaissance Group LLC | 3,392 | $257.2K | 0.01% | +342+11.2% | Added |
| Concord Wealth Partners | 3,354 | $254.4K | 0.05% | +137+4.3% | Added |
| WESPAC Advisors, LLC | 3,323 | $252.0K | 0.20% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,308 | $250.9K | 0.03% | −106−3.1% | Reduced |
| Ossiam | 3,303 | $250.5K | 0.00% | −108,355−97.0% | Reduced |
| Advisory Services Network, LLC | 3,272 | $248.2K | 0.01% | −3,048−48.2% | Reduced |
| Chesley Taft & Associates LLC | 3,266 | $247.7K | 0.02% | +3+0.1% | Added |
| First Citizens Financial Corp | 3,261 | $247.3K | 0.17% | +3,261 | New |
| Prossimo Advisors, LLC | 3,259 | $247.0K | 0.24% | −280−7.9% | Reduced |
| Geller Advisors LLC | 3,248 | $246.3K | 0.03% | +3,248 | New |
| DoubleLine ETF Adviser LP | 3,233 | $245.2K | 0.09% | +481+17.5% | Added |
| Pathstone Family Office, LLC | 3,208 | $243.3K | 0.00% | −332−9.4% | Reduced |
| Western Wealth Management, LLC | 3,179 | $241.1K | 0.02% | −367−10.3% | Reduced |
| Koshinski Asset Management, Inc. | 3,171 | $240.5K | 0.03% | +167+5.6% | Added |
| Horizon Investments, LLC | 3,162 | $239.8K | 0.01% | +202+6.8% | Added |
| AXA S.A. | 3,151 | $239.0K | 0.00% | −32,191−91.1% | Reduced |
| Kinloch Capital, LLC | 3,130 | $237.4K | 0.14% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,107 | $235.6K | 0.02% | −305−8.9% | Reduced |
| Lincoln National Corp | 3,106 | $235.5K | 0.00% | −695−18.3% | Reduced |
| MBM Wealth Consultants, LLC | 2,982 | $234.4K | 0.10% | +1,294+76.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $232.9K | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 3,065 | $232.4K | 0.01% | +1,500+95.8% | Added |
| Park National Corp | 3,055 | $231.7K | 0.01% | +3,055 | New |
| Veriti Management LLC | 3,035 | $230.2K | 0.03% | +3,035 | New |
| Northwest Wealth Management, LLC | 3,023 | $229.3K | 0.08% | −251−7.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,015 | $228.7K | 0.07% | +15+0.5% | Added |
| CRA Financial Services, LLC | 3,000 | $227.5K | 0.06% | 00.0% | Unchanged |
| Security National Bank of So Dak | 3,000 | $227.5K | 0.16% | +3,000 | New |
| Glassy Mountain Advisors, Inc. | 3,000 | $227.5K | 0.10% | +3,000 | New |
| Comerica Securities,inc. | 2,994 | $227.1K | 0.02% | −19−0.6% | Reduced |
| Nilsine Partners, LLC | 2,971 | $225.3K | 0.03% | +22+0.7% | Added |
| Bessemer Group Inc | 2,939 | $223.0K | 0.00% | −258−8.1% | Reduced |