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, Q3 2023
Institutional positions in Principal Financial Group Inc as of Sep 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
- 723
- +1 vs. Q2 2023
- Shares held
- 171.5M
- −2.45M (−1.4%) vs. Q2 2023
- Total value
- $12.4B
- −$812.2M (−6.2%) vs. Q2 2023
- New holders
- 65
- 215 more added
- Sold out
- 64
- 282 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WFA Asset Management Corp | 391 | $28.2K | 0.02% | +2+0.5% | Added |
| MCF Advisors LLC | 394 | $28.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $28.5K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $28.5K | 0.02% | 00.0% | Unchanged |
| AM Squared Ltd | 400 | $28.8K | 0.04% | +100+33.3% | Added |
| GPS Wealth Strategies Group, LLC | 404 | $29.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 412 | $29.7K | 0.00% | +44+12.0% | Added |
| WR Wealth Planners, LLC | 414 | $29.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 415 | $29.9K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 442 | $31.9K | 0.01% | +24+5.7% | Added |
| First Horizon Advisors, Inc. | 448 | $32.3K | 0.00% | +3+0.7% | Added |
| Paladin Advisory Group, LLC | 449 | $32.4K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 455 | $32.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 453 | $33.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $33.0K | 0.01% | +458 | New |
| American State Bank (Iowa) | 483 | $34.8K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $35.1K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 493 | $35.5K | 0.01% | −5−1.0% | Reduced |
| Motco | 494 | $35.6K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 509 | $36.7K | 0.00% | +8+1.6% | Added |
| Anchor Investment Management, LLC | 514 | $37.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 525 | $37.8K | 0.00% | +85+19.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 541 | $39.0K | 0.00% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $39.4K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 554 | $39.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 556 | $40.0K | 0.01% | +250+81.7% | Added |
| Sit Investment Associates Inc | 575 | $41.0K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 569 | $41.0K | 0.04% | +569 | New |
| Hexagon Capital Partners LLC | 574 | $41.4K | 0.01% | +19+3.4% | Added |
| Hazlett, Burt & Watson, Inc. | 583 | $42.0K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 609 | $43.9K | 0.01% | +609 | New |
| Cullen/Frost Bankers, Inc. | 610 | $44.0K | 0.00% | −681−52.7% | Reduced |
| Deseret Mutual Benefit Administrators | 621 | $44.8K | 0.02% | −129−17.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 623 | $44.9K | 0.01% | −71−10.2% | Reduced |
| First Command Advisory Services, Inc. | 628 | $45.3K | 0.00% | +628 | New |
| Clean Yield Group | 659 | $46.6K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 654 | $47.0K | 0.02% | −144−18.0% | Reduced |
| City Holding Co | 653 | $47.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 653 | $47.1K | 0.00% | +25+4.0% | Added |
| FinTrust Capital Advisors, LLC | 665 | $47.9K | 0.01% | −537−44.7% | Reduced |
| Parkside Financial Bank & Trust | 674 | $48.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 676 | $48.7K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 673 | $49.0K | 0.03% | +5+0.7% | Added |
| Godsey & Gibb Associates | 700 | $50.4K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 700 | $50.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 719 | $51.8K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 725 | $52.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 713 | $54.0K | 0.00% | +150+26.6% | Added |
| McClarren Financial Advisors, Inc. | 776 | $55.0K | 0.05% | 00.0% | Unchanged |
| Gradient Investments LLC | 771 | $55.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 775 | $56.0K | 0.01% | −2,050−72.6% | Reduced |
| ORG Partners LLC | 781 | $56.3K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 804 | $57.9K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 816 | $58.8K | 0.02% | −110−11.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 887 | $63.9K | 0.00% | +417+88.7% | Added |
| Westpac Banking Corp | 920 | $66.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $67.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 946 | $68.2K | 0.01% | +13+1.4% | Added |
| Pinnacle Bancorp, Inc. | 951 | $68.5K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 955 | $68.8K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,002 | $72.0K | 0.05% | +57+6.0% | Added |
| Manchester Capital Management LLC | 1,001 | $72.1K | 0.01% | +2+0.2% | Added |
| Duncker Streett & Co Inc | 1,010 | $72.8K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,010 | $72.8K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,026 | $73.9K | 0.01% | +65+6.8% | Added |
| Bokf, NA | 1,120 | $75.8K | 0.00% | −57−4.8% | Reduced |
| Optiver Holding B.V. | 1,090 | $78.6K | 0.00% | +1,090 | New |
| Global Retirement Partners, LLC | 1,205 | $82.4K | 0.00% | +191+18.8% | Added |
| Capital Advisors, Ltd. LLC | 1,202 | $87.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,249 | $89.0K | 0.00% | −219−14.9% | Reduced |
| Sentry Investment Management LLC | 1,291 | $93.0K | 0.04% | +1,291 | New |
| Geneos Wealth Management Inc. | 1,303 | $93.9K | 0.00% | +400+44.3% | Added |
| AlphaCentric Advisors LLC | 1,308 | $94.3K | 0.05% | −140−9.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,359 | $97.9K | 0.01% | +43+3.3% | Added |
| TD Private Client Wealth LLC | 1,377 | $99.2K | 0.00% | +422+44.2% | Added |
| AdvisorNet Financial, Inc | 1,378 | $99.3K | 0.01% | +57+4.3% | Added |
| TCTC Holdings, LLC | 1,380 | $99.5K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $100.3K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,448 | $104.0K | 0.01% | +66+4.8% | Added |
| Caisse de Depot Et Placement du Quebec | 1,457 | $105.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,532 | $110.4K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,552 | $111.9K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,570 | $113.2K | 0.01% | −74−4.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,576 | $113.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,629 | $117.4K | 0.01% | −223−12.0% | Reduced |
| Silvant Capital Management LLC | 1,747 | $125.9K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,800 | $129.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,876 | $135.2K | 0.00% | −340−15.3% | Reduced |
| Huntington National Bank | 1,878 | $135.3K | 0.00% | +2+0.1% | Added |
| Optimum Investment Advisors | 1,950 | $140.5K | 0.07% | 00.0% | Unchanged |
| Credit Agricole S A | 2,093 | $150.8K | 0.00% | +2,093 | New |
| Quadrant Capital Group LLC | 2,119 | $152.7K | 0.02% | 00.0% | Unchanged |
| Tobam | 2,169 | $156.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,277 | $164.1K | 0.03% | −3,396−59.9% | Reduced |
| ING Groep NV | 2,436 | $175.6K | 0.00% | −4,335−64.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2,462 | $177.4K | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,480 | $178.7K | 0.03% | −55−2.2% | Reduced |
| TSFG, LLC | 2,479 | $179.0K | 0.06% | 00.0% | Unchanged |