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 |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 2,515 | $181.3K | 0.05% | −10−0.4% | Reduced |
| Whittier Trust Co | 2,541 | $183.1K | 0.00% | +41+1.6% | Added |
| Resurgent Financial Advisors LLC | 2,690 | $193.9K | 0.13% | 00.0% | Unchanged |
| Security National Bank | 2,795 | $203.1K | 0.06% | 00.0% | Unchanged |
| Maven Securities LTD | 2,826 | $203.7K | 0.02% | +2,826 | New |
| Ameritas Investment Partners, Inc. | 2,831 | $204.0K | 0.01% | +84+3.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,843 | $204.9K | 0.00% | +2,843 | New |
| Virtu Financial LLC | 2,854 | $206.0K | 0.02% | +2,854 | New |
| Boston Private Wealth LLC | 2,892 | $208.5K | 0.00% | +2,892 | New |
| Checchi Capital Advisers, LLC | 2,903 | $209.2K | 0.02% | +252+9.5% | Added |
| Glassy Mountain Advisors, Inc. | 3,000 | $210.6K | 0.10% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,935 | $211.6K | 0.02% | +138+4.9% | Added |
| Geller Advisors LLC | 2,958 | $213.2K | 0.02% | −290−8.9% | Reduced |
| Nilsine Partners, LLC | 2,980 | $214.8K | 0.03% | +9+0.3% | Added |
| Rehmann Capital Advisory Group | 2,980 | $214.8K | 0.02% | −127−4.1% | Reduced |
| Security National Bank of So Dak | 3,000 | $216.2K | 0.16% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,000 | $216.2K | 0.06% | 00.0% | Unchanged |
| Lincoln National Corp | 3,002 | $216.4K | 0.00% | −104−3.3% | Reduced |
| Signaturefd, LLC | 3,010 | $216.9K | 0.01% | +600+24.9% | Added |
| Redhawk Wealth Advisors, Inc. | 3,015 | $217.3K | 0.07% | 00.0% | Unchanged |
| Veriti Management LLC | 3,017 | $217.4K | 0.02% | −18−0.6% | Reduced |
| Central Trust Co | 3,028 | $218.2K | 0.01% | −37−1.2% | Reduced |
| Northwest Wealth Management, LLC | 3,029 | $218.3K | 0.08% | +6+0.2% | Added |
| RIA Advisory Group LLC | 3,036 | $218.8K | 0.10% | +3,036 | New |
| Park National Corp | 3,055 | $220.2K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,060 | $220.5K | 0.02% | +66+2.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $221.3K | 0.11% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,178 | $221.7K | 0.10% | +196+6.6% | Added |
| Kinloch Capital, LLC | 3,130 | $225.6K | 0.14% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,135 | $225.9K | 0.01% | −27−0.9% | Reduced |
| JT Stratford LLC | 3,164 | $228.0K | 0.06% | −1,849−36.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,179 | $229.1K | 0.04% | +239+8.1% | Added |
| Western Wealth Management, LLC | 3,183 | $229.4K | 0.02% | +4+0.1% | Added |
| Snowden Capital Advisors LLC | 3,194 | $230.2K | 0.01% | −293−8.4% | Reduced |
| Prossimo Advisors, LLC | 3,239 | $233.0K | 0.55% | −20−0.6% | Reduced |
| First Citizens Financial Corp | 3,261 | $235.0K | 0.17% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,268 | $235.5K | 0.02% | +2+0.1% | Added |
| Koshinski Asset Management, Inc. | 3,303 | $238.0K | 0.03% | +132+4.2% | Added |
| Northern Oak Wealth Management Inc | 3,308 | $238.4K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,354 | $241.7K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,378 | $243.4K | 0.01% | −1,226−26.6% | Reduced |
| Renaissance Group LLC | 3,392 | $244.5K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,424 | $246.8K | 0.09% | +191+5.9% | Added |
| Keybank National Association | 3,467 | $249.9K | 0.00% | +29+0.8% | Added |
| StrategIQ Financial Group, LLC | 3,474 | $250.4K | 0.03% | +54+1.6% | Added |
| Archer Investment Corp | 3,479 | $250.7K | 0.09% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 3,535 | $254.8K | 0.05% | −452−11.3% | Reduced |
| Clarius Group, LLC | 3,536 | $254.8K | 0.02% | −672−16.0% | Reduced |
| WESPAC Advisors, LLC | 3,613 | $260.4K | 0.19% | +290+8.7% | Added |
| Iron Horse Wealth Management, LLC | 3,629 | $261.5K | 0.13% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,635 | $262.0K | 0.01% | +185+5.4% | Added |
| Pitcairn Co | 3,739 | $269.5K | 0.02% | −124−3.2% | Reduced |
| Petrus Trust Company, LTA | 3,746 | $270.0K | 0.03% | −302−7.5% | Reduced |
| Affinity Wealth Management LLC | 3,780 | $272.4K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,783 | $272.6K | 0.05% | −100−2.6% | Reduced |
| Colony Group LLC | 3,802 | $274.0K | 0.00% | −154−3.9% | Reduced |
| Lake Street Financial LLC | 3,820 | $277.6K | 0.05% | −392−9.3% | Reduced |
| Auxano Advisors, LLC | 3,855 | $277.8K | 0.11% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,852 | $278.0K | 0.02% | −2,050−34.7% | Reduced |
| Legacy Bridge, LLC | 3,895 | $280.7K | 0.20% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,900 | $281.1K | 0.05% | +3,900 | New |
| CAPROCK Group, Inc. | 3,914 | $282.1K | 0.02% | +123+3.2% | Added |
| Harbor Capital Advisors, Inc. | 3,923 | $282.7K | 0.06% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,957 | $285.2K | 0.01% | +205+5.5% | Added |
| Syon Capital LLC | 4,030 | $290.4K | 0.04% | +4,030 | New |
| Apollon Wealth Management, LLC | 4,140 | $298.4K | 0.01% | −625−13.1% | Reduced |
| HBK Sorce Advisory LLC | 4,145 | $298.7K | 0.01% | −8−0.2% | Reduced |
| Bartlett & Co. LLC | 4,155 | $299.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,154 | $299.4K | 0.06% | −1,688−28.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,155 | $299.5K | 0.01% | 00.0% | Unchanged |
| Center For Asset Management LLC | 4,190 | $302.0K | 0.30% | −24−0.6% | Reduced |
| V-Square Quantitative Management LLC | 4,278 | $308.3K | 0.14% | +2,779+185.4% | Added |
| Blair William & Co | 4,294 | $309.4K | 0.00% | −181−4.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,300 | $309.9K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,384 | $316.0K | 0.01% | +789+21.9% | Added |
| EHP Funds Inc. | 4,400 | $317.1K | 0.15% | −16,700−79.1% | Reduced |
| Hartford Funds Management Co LLC | 4,478 | $322.7K | 0.03% | +4,478 | New |
| Arete Wealth Advisors, LLC | 4,489 | $323.5K | 0.06% | −214−4.6% | Reduced |
| J. W. Coons Advisors, LLC | 4,495 | $324.0K | 0.09% | −40−0.9% | Reduced |
| My Legacy Advisors, LLC | 4,663 | $324.1K | 0.13% | −3,830−45.1% | Reduced |
| GTS Securities LLC | 4,498 | $324.2K | 0.01% | +4,498 | New |
| Kinneret Advisory, LLC | 4,501 | $324.4K | 0.04% | −3−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 4,508 | $324.9K | 0.01% | +170+3.9% | Added |
| Sageworth Trust Co of South Dakota | 4,571 | $329.4K | 0.73% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,606 | $332.0K | 0.02% | −31−0.7% | Reduced |
| Ellevest, Inc. | 4,644 | $334.7K | 0.03% | +149+3.3% | Added |
| Integrated Wealth Concepts LLC | 4,733 | $341.1K | 0.01% | −821−14.8% | Reduced |
| Centennial Wealth Advisory LLC | 4,748 | $342.2K | 0.18% | +153+3.3% | Added |
| Kingsview Wealth Management, LLC | 4,766 | $343.5K | 0.01% | −25−0.5% | Reduced |
| Vestcor Inc | 4,781 | $345.0K | 0.01% | −1,095−18.6% | Reduced |
| Jacobi Capital Management LLC | 4,846 | $349.2K | 0.04% | −1,068−18.1% | Reduced |
| Cedrus LLC | 4,850 | $349.5K | 0.25% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,861 | $350.3K | 0.01% | +4,861 | New |
| Beacon Pointe Advisors, LLC | 4,927 | $355.1K | 0.00% | −669−12.0% | Reduced |
| Acropolis Investment Management, LLC | 4,939 | $356.0K | 0.03% | −1,870−27.5% | Reduced |
| Erste Asset Management GmbH | 4,900 | $356.0K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,966 | $357.9K | 0.07% | −104−2.1% | Reduced |
| 180 Wealth Advisors, LLC | 4,979 | $358.9K | 0.08% | +34+0.7% | Added |
| United Capital Financial Advisers, LLC | 5,018 | $361.7K | 0.00% | −393−7.3% | Reduced |
| Bleakley Financial Group, LLC | 5,060 | $364.7K | 0.01% | −321−6.0% | Reduced |