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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 78 | $6.00K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $5.38K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 63 | $4.78K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 51 | $3.88K | 0.00% | +10+24.4% | Added |
| SJS Investment Consulting Inc. | 41 | $3.11K | 0.00% | +17+70.8% | Added |
| Raffa Wealth Management, LLC | 41 | $3.11K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 40 | $3.06K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $3.03K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 35 | $3.00K | 0.00% | +9+34.6% | Added |
| Versant Capital Management, Inc | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 35 | $2.66K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $2.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $2.44K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $2.20K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 76 | $1.95K | 0.01% | +2+2.7% | Added |
| Impact Partnership Wealth, LLC | 25 | $1.90K | 0.00% | +25 | New |
| Global Wealth Strategies & Associates | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.14K | 0.00% | +15 | New |
| Bollard Group LLC | 15 | $1.00K | 0.00% | +15 | New |
| Larson Financial Group LLC | 12 | $926 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $910 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $607 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 6 | $455 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6 | $455 | 0.00% | +1+20.0% | Added |
| JJJ Advisors Inc. | 4 | $304 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −184,724−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −64,806−100.0% | Sold out |
| MKP Capital Management, L.L.C. | 0 | $0 | 0.00% | −61,194−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,168−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −32,725−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,533−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −19,660−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,105−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −14,963−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,821−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,288−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,051−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,465−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −6,823−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,515−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,325−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −6,134−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,908−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −5,729−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,631−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,615−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,596−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,052−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −4,832−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,489−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −3,259−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −3,059−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −2,963−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −2,896−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,891−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,823−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −2,776−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −2,577−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |
| LeJeune Puetz Investment Counsel LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |