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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 514 | $39.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 513 | $38.9K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $38.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 501 | $38.0K | 0.00% | +5+1.0% | Added |
| Truvestments Capital LLC | 500 | $37.9K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 498 | $37.8K | 0.01% | +16+3.3% | Added |
| Motco | 494 | $37.5K | 0.00% | −642−56.5% | Reduced |
| American State Bank (Iowa) | 483 | $36.6K | 0.03% | −34−6.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 470 | $35.6K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 465 | $35.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 453 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 457 | $34.7K | 0.01% | +457 | New |
| Lee Financial Co | 455 | $34.5K | 0.01% | −25−5.2% | Reduced |
| Paladin Advisory Group, LLC | 449 | $34.1K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 445 | $33.8K | 0.00% | −346−43.7% | Reduced |
| Venturi Wealth Management, LLC | 440 | $33.4K | 0.00% | +4+0.9% | Added |
| Bell Investment Advisors, Inc | 418 | $31.7K | 0.01% | +9+2.2% | Added |
| Brown, Lisle/Cummings, Inc. | 416 | $31.5K | 0.01% | +416 | New |
| Boyd Watterson Asset Management LLC | 415 | $31.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 414 | $31.4K | 0.01% | +3+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 404 | $30.6K | 0.01% | +22+5.8% | Added |
| ICA Group Wealth Management, LLC | 400 | $30.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $30.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $30.0K | 0.02% | −608−60.6% | Reduced |
| MCF Advisors LLC | 394 | $29.9K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 389 | $29.5K | 0.02% | +2+0.5% | Added |
| Annapolis Financial Services, LLC | 379 | $28.7K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $28.6K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 368 | $27.9K | 0.00% | +45+13.9% | Added |
| Toth Financial Advisory Corp | 365 | $27.7K | 0.00% | −6−1.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 364 | $27.6K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 360 | $27.0K | 0.01% | −50−12.2% | Reduced |
| Providence Capital Advisors, LLC | 320 | $24.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 306 | $24.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $23.5K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 302 | $22.9K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $22.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $22.8K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 300 | $22.8K | 0.03% | +300 | New |
| Cary Street Partner Investment Advisory LLC | 296 | $22.4K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 296 | $22.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 295 | $22.4K | 0.01% | +295 | New |
| Clear Street Markets LLC | 296 | $22.0K | 0.01% | −153−34.1% | Reduced |
| Pflug Koory, LLC | 285 | $21.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 277 | $21.0K | 0.00% | −13−4.5% | Reduced |
| Tradition Wealth Management, LLC | 279 | $21.0K | 0.00% | +2+0.7% | Added |
| Hoertkorn Richard Charles | 272 | $20.6K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 270 | $20.5K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 262 | $19.9K | 0.00% | +3+1.2% | Added |
| St Germain D J Co Inc | 239 | $18.1K | 0.00% | +239 | New |
| Financial Perspectives, Inc | 238 | $18.1K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 240 | $18.0K | 0.00% | −11−4.4% | Reduced |
| Caldwell Trust Co | 235 | $17.8K | 0.00% | −100−29.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 225 | $17.1K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 220 | $16.7K | 0.01% | −647−74.6% | Reduced |
| Key Financial Inc | 219 | $16.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 217 | $16.5K | 0.00% | −800−78.7% | Reduced |
| Rocky Mountain Advisers, LLC | 211 | $15.7K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 198 | $15.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 199 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 197 | $14.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 170 | $12.9K | 0.00% | +70+70.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 168 | $12.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 166 | $12.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 166 | $12.6K | 0.00% | +31+23.0% | Added |
| GHP Investment Advisors, Inc. | 158 | $12.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $12.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 159 | $12.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 159 | $12.1K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 158 | $12.0K | 0.00% | −98−38.3% | Reduced |
| MRP Capital Investments, LLC | 150 | $11.4K | 0.01% | +150 | New |
| Spire Wealth Management | 148 | $11.2K | 0.00% | −64−30.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 144 | $10.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 144 | $10.9K | 0.00% | +44+44.0% | Added |
| Park Place Capital Corp | 143 | $10.8K | 0.00% | −22−13.3% | Reduced |
| HM Payson & Co | 128 | $9.71K | 0.00% | +128 | New |
| First Capital Advisors Group, LLC. | 127 | $9.63K | 0.01% | +127 | New |
| Investors Research Corp | 126 | $9.56K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 126 | $9.56K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 124 | $9.40K | 0.00% | −1−0.8% | Reduced |
| Coppell Advisory Solutions LLC | 122 | $9.22K | 0.00% | +122 | New |
| Mendota Financial Group, LLC | 118 | $8.95K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 118 | $8.95K | 0.00% | −13−9.9% | Reduced |
| Earnest Partners LLC | 116 | $8.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 114 | $8.65K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 113 | $8.57K | 0.00% | −23−16.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 110 | $8.34K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 108 | $8.19K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 103 | $7.81K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $7.66K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $7.58K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $7.58K | 0.00% | +100 | New |
| Ridgewood Investments LLC | 96 | $7.28K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 96 | $7.28K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 92 | $7.00K | 0.00% | +92 | New |
| Ancora Advisors, LLC | 90 | $6.83K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 87 | $6.60K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 80 | $6.07K | 0.00% | −217−73.1% | Reduced |