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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
Fund Management at Engine No. 1 LLC2,940$223.0K0.04%+179+6.5%Added
Cigna Investments Inc2,925$221.0K0.04%00.0%Unchanged
IHT Wealth Management, LLC2,886$218.9K0.01%+167+6.1%Added
Cora Capital Advisors LLC2,878$218.3K0.15%+2,878New
Latitude Advisors, LLC2,873$217.9K0.15%+2,873New
Harvest Fund Management Co., Ltd2,825$214.0K0.04%00.0%Unchanged
J.W. Cole Advisors, Inc.2,797$212.1K0.02%+17+0.6%Added
Atria Wealth Solutions, Inc.2,796$212.1K0.00%+17+0.6%Added
Security National Bank2,795$212.0K0.05%00.0%Unchanged
Commons Capital, LLC2,754$208.9K0.31%−464−14.4%Reduced
Sather Financial Group Inc2,754$208.9K0.02%00.0%Unchanged
Oxford Financial Group Ltd2,751$208.7K0.02%+2,751New
Ameritas Investment Partners, Inc.2,747$208.3K0.01%00.0%Unchanged
Sigma Planning Corp2,744$208.2K0.01%−286−9.4%Reduced
Profund Advisors LLC2,702$204.9K0.01%−70−2.5%Reduced
Brighton Jones LLC2,701$204.8K0.01%+2,701New
Resurgent Financial Advisors LLC2,690$204.0K0.14%−2−0.1%Reduced
Trust Asset Management LLC2,678$203.1K0.02%+2,678New
Checchi Capital Advisers, LLC2,651$201.1K0.02%+2,651New
Tower Research Capital LLC (TRC)2,557$193.9K0.01%−3,314−56.4%Reduced
Atlas Capital Advisors LLC2,535$192.3K0.03%−392−13.4%Reduced
West Financial Advisors, LLC2,525$191.5K0.05%+754+42.6%Added
Whittier Trust Co2,500$189.6K0.00%−18−0.7%Reduced
TSFG, LLC2,479$188.0K0.07%00.0%Unchanged
VisionPoint Advisory Group, LLC2,462$186.7K0.08%+2,462New
Signaturefd, LLC2,410$182.8K0.00%−33−1.4%Reduced
Parallel Advisors, LLC2,216$168.1K0.01%−257−10.4%Reduced
Tobam2,169$164.0K0.01%+923+74.1%Added
Quadrant Capital Group LLC2,119$160.7K0.02%−7−0.3%Reduced
WealthPLAN Partners, LLC1,969$149.4K0.02%−497−20.2%Reduced
Optimum Investment Advisors1,950$147.9K0.07%00.0%Unchanged
Huntington National Bank1,876$142.3K0.00%−292−13.5%Reduced
Harbour Investments, Inc.1,852$140.5K0.01%−504−21.4%Reduced
UniSuper Management Pty Ltd1,800$136.5K0.00%+1,800New
Silvant Capital Management LLC1,747$132.5K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC1,707$129.0K0.04%+129+8.2%Added
Stonebridge Capital Advisors LLC1,644$124.7K0.01%00.0%Unchanged
State of Wyoming1,606$121.8K0.04%+448+38.7%Added
Harbor Investment Advisory, LLC1,576$119.5K0.02%00.0%Unchanged
Hills Bank & Trust Co1,552$117.7K0.02%+150+10.7%Added
JNBA Financial Advisors1,532$116.2K0.01%00.0%Unchanged
V-Square Quantitative Management LLC1,499$113.7K0.08%+1,499New
Penserra Capital Management LLC1,468$111.0K0.00%+1,454+10,385.7%Added
Caisse de Depot Et Placement du Quebec1,457$110.5K0.00%−344,494−99.6%Reduced
AlphaCentric Advisors LLC1,448$109.8K0.06%−70−4.6%Reduced
Laffer Tengler Investments1,392$105.6K0.03%00.0%Unchanged
Capital Analysts, LLC1,382$105.0K0.01%00.0%Unchanged
TCTC Holdings, LLC1,380$104.7K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC1,202$100.9K0.02%00.0%Unchanged
AdvisorNet Financial, Inc1,321$100.2K0.01%+21+1.6%Added
JFS Wealth Advisors, LLC1,316$99.8K0.01%+7+0.5%Added
Cullen/Frost Bankers, Inc.1,291$97.9K0.00%−2,330−64.3%Reduced
Capital Advisors, Ltd. LLC1,202$91.0K0.01%+1,192+11,920.0%Added
Bokf, NA1,177$89.3K0.00%−11−0.9%Reduced
Global Retirement Partners, LLC1,014$76.9K0.00%−11−1.1%Reduced
Duncker Streett & Co Inc1,010$76.6K0.02%00.0%Unchanged
First Community Trust NA1,010$76.6K0.09%+376+59.3%Added
Manchester Capital Management LLC999$75.8K0.01%+22+2.3%Added
Quent Capital, LLC961$72.9K0.01%−261−21.4%Reduced
TD Private Client Wealth LLC955$72.4K0.00%+18+1.9%Added
First Financial Corp955$72.4K0.05%00.0%Unchanged
Pinnacle Bancorp, Inc.951$72.1K0.02%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP950$72.0K0.00%00.0%Unchanged
Covestor Ltd945$72.0K0.05%+335+54.9%Added
MV Capital Management, Inc.933$70.8K0.01%+195+26.4%Added
Denali Advisors LLC926$70.2K0.02%−1,507−61.9%Reduced
Westpac Banking Corp920$69.8K0.00%−22,728−96.1%Reduced
Geneos Wealth Management Inc.903$68.5K0.00%+100+12.5%Added
Johnson Financial Group, Inc.804$61.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC798$60.0K0.02%+427+115.1%Added
ORG Partners LLC781$59.8K0.01%+781New
Benjamin F. Edwards & Company, Inc.779$59.0K0.00%−424−35.2%Reduced
Gradient Investments LLC771$58.5K0.00%+27+3.6%Added
McClarren Financial Advisors, Inc.776$58.0K0.05%+8+1.0%Added
Deseret Mutual Benefit Administrators750$56.9K0.02%00.0%Unchanged
CVA Family Office, LLC750$56.9K0.01%+25+3.4%Added
Marquette Asset Management, LLC728$55.2K0.01%00.0%Unchanged
Stephens Consulting, LLC725$55.0K0.02%00.0%Unchanged
Clearstead Advisors, LLC719$54.5K0.00%+619+619.0%Added
Godsey & Gibb Associates700$53.1K0.01%00.0%Unchanged
Systematic Alpha Investments, LLC700$53.1K0.00%00.0%Unchanged
Fairfield, Bush & Co.700$53.1K0.01%+700New
Plante Moran Financial Advisors, LLC694$52.6K0.01%−101−12.7%Reduced
Oliver Lagore Vanvalin Investment Group676$51.3K0.02%00.0%Unchanged
Parkside Financial Bank & Trust674$51.1K0.01%−37−5.2%Reduced
RE Dickinson Investment Advisors, LLC668$51.0K0.02%−355−34.7%Reduced
Riggs Asset Managment Co. Inc.665$50.4K0.02%00.0%Unchanged
Clean Yield Group659$50.0K0.02%00.0%Unchanged
City Holding Co653$49.5K0.01%−19−2.8%Reduced
First Command Bank628$47.6K0.00%00.0%Unchanged
First Command Financial Services, Inc.628$47.6K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC628$47.6K0.01%00.0%Unchanged
O'Dell Group, LLC609$46.2K0.01%+609New
Hazlett, Burt & Watson, Inc.583$44.0K0.03%00.0%Unchanged
Sit Investment Associates Inc575$44.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC555$42.1K0.01%−49−8.1%Reduced
Private Ocean, LLC554$42.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.563$42.0K0.00%−156−21.7%Reduced
Stilwell Value LLC547$41.5K0.03%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt541$41.0K0.00%−25,500−97.9%Reduced