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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 5,922 | $426.8K | 0.08% | −1,226−17.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,889 | $424.4K | 0.01% | +451+8.3% | Added |
| GWM Advisors LLC | 5,876 | $423.5K | 0.00% | −1,647−21.9% | Reduced |
| Nicolet Bankshares Inc | 5,808 | $418.6K | 0.13% | −190−3.2% | Reduced |
| Heartland Bank & Trust Co | 5,732 | $413.1K | 0.33% | +84+1.5% | Added |
| Twin Capital Management Inc | 5,725 | $412.6K | 0.06% | −551−8.8% | Reduced |
| Capital Investment Advisors, LLC | 5,724 | $412.6K | 0.01% | +114+2.0% | Added |
| Advisory Services Network, LLC | 5,550 | $399.9K | 0.01% | +2,278+69.6% | Added |
| Prime Capital Investment Advisors, LLC | 5,522 | $398.0K | 0.01% | −450−7.5% | Reduced |
| Bessemer Group Inc | 5,486 | $396.0K | 0.00% | +2,547+86.7% | Added |
| Resolute Wealth Strategies, LLC | 5,475 | $394.6K | 0.30% | +4+0.1% | Added |
| Ieq Capital, LLC | 5,412 | $390.0K | 0.01% | +1,267+30.6% | Added |
| Waldron Private Wealth LLC | 5,379 | $387.7K | 0.02% | −151−2.7% | Reduced |
| Coldstream Capital Management Inc | 5,368 | $386.9K | 0.01% | +43+0.8% | Added |
| CWA Asset Management Group, LLC | 5,358 | $386.2K | 0.03% | −4−0.1% | Reduced |
| RSM US Wealth Management LLC | 5,304 | $382.2K | 0.01% | −22−0.4% | Reduced |
| Romano Brothers and Company | 5,278 | $380.4K | 0.06% | 00.0% | Unchanged |
| Benin Management CORP | 5,200 | $374.8K | 0.14% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,192 | $374.0K | 0.02% | −361−6.5% | Reduced |
| MAI Capital Management | 5,165 | $372.2K | 0.01% | −145−2.7% | Reduced |
| Balentine LLC | 5,150 | $371.2K | 0.01% | +12+0.2% | Added |
| Symmetry Partners, LLC | 5,082 | $366.0K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,060 | $364.7K | 0.01% | −321−6.0% | Reduced |
| Sawtooth Solutions, LLC | 5,060 | $364.7K | 0.01% | −315−5.9% | Reduced |
| United Capital Financial Advisers, LLC | 5,018 | $361.7K | 0.00% | −393−7.3% | Reduced |
| 180 Wealth Advisors, LLC | 4,979 | $358.9K | 0.08% | +34+0.7% | Added |
| Legacy Financial Advisors, Inc. | 4,966 | $357.9K | 0.07% | −104−2.1% | Reduced |
| Erste Asset Management GmbH | 4,900 | $356.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 4,939 | $356.0K | 0.03% | −1,870−27.5% | Reduced |
| Beacon Pointe Advisors, LLC | 4,927 | $355.1K | 0.00% | −669−12.0% | Reduced |
| HB Wealth Management, LLC | 4,861 | $350.3K | 0.01% | +4,861 | New |
| Cedrus LLC | 4,850 | $349.5K | 0.25% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,846 | $349.2K | 0.04% | −1,068−18.1% | Reduced |
| Vestcor Inc | 4,781 | $345.0K | 0.01% | −1,095−18.6% | Reduced |
| Kingsview Wealth Management, LLC | 4,766 | $343.5K | 0.01% | −25−0.5% | Reduced |
| Centennial Wealth Advisory LLC | 4,748 | $342.2K | 0.18% | +153+3.3% | Added |
| Integrated Wealth Concepts LLC | 4,733 | $341.1K | 0.01% | −821−14.8% | Reduced |
| Ellevest, Inc. | 4,644 | $334.7K | 0.03% | +149+3.3% | Added |
| Independent Advisor Alliance | 4,606 | $332.0K | 0.02% | −31−0.7% | Reduced |
| Sageworth Trust Co of South Dakota | 4,571 | $329.4K | 0.73% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,508 | $324.9K | 0.01% | +170+3.9% | Added |
| Kinneret Advisory, LLC | 4,501 | $324.4K | 0.04% | −3−0.1% | Reduced |
| GTS Securities LLC | 4,498 | $324.2K | 0.01% | +4,498 | New |
| My Legacy Advisors, LLC | 4,663 | $324.1K | 0.13% | −3,830−45.1% | Reduced |
| J. W. Coons Advisors, LLC | 4,495 | $324.0K | 0.09% | −40−0.9% | Reduced |
| Arete Wealth Advisors, LLC | 4,489 | $323.5K | 0.06% | −214−4.6% | Reduced |
| Hartford Funds Management Co LLC | 4,478 | $322.7K | 0.03% | +4,478 | New |
| EHP Funds Inc. | 4,400 | $317.1K | 0.15% | −16,700−79.1% | Reduced |
| Stratos Wealth Partners, LTD. | 4,384 | $316.0K | 0.01% | +789+21.9% | Added |
| Federation des caisses Desjardins du Quebec | 4,300 | $309.9K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 4,294 | $309.4K | 0.00% | −181−4.0% | Reduced |
| V-Square Quantitative Management LLC | 4,278 | $308.3K | 0.14% | +2,779+185.4% | Added |
| Center For Asset Management LLC | 4,190 | $302.0K | 0.30% | −24−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,155 | $299.5K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,154 | $299.4K | 0.06% | −1,688−28.9% | Reduced |
| Bartlett & Co. LLC | 4,155 | $299.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,145 | $298.7K | 0.01% | −8−0.2% | Reduced |
| Apollon Wealth Management, LLC | 4,140 | $298.4K | 0.01% | −625−13.1% | Reduced |
| Syon Capital LLC | 4,030 | $290.4K | 0.04% | +4,030 | New |
| Adviser Investments LLC | 3,957 | $285.2K | 0.01% | +205+5.5% | Added |
| Harbor Capital Advisors, Inc. | 3,923 | $282.7K | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,914 | $282.1K | 0.02% | +123+3.2% | Added |
| Qsemble Capital Management, LP | 3,900 | $281.1K | 0.05% | +3,900 | New |
| Legacy Bridge, LLC | 3,895 | $280.7K | 0.20% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,852 | $278.0K | 0.02% | −2,050−34.7% | Reduced |
| Auxano Advisors, LLC | 3,855 | $277.8K | 0.11% | 00.0% | Unchanged |
| Lake Street Financial LLC | 3,820 | $277.6K | 0.05% | −392−9.3% | Reduced |
| Colony Group LLC | 3,802 | $274.0K | 0.00% | −154−3.9% | Reduced |
| 9258 Wealth Management, LLC | 3,783 | $272.6K | 0.05% | −100−2.6% | Reduced |
| Affinity Wealth Management LLC | 3,780 | $272.4K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,746 | $270.0K | 0.03% | −302−7.5% | Reduced |
| Pitcairn Co | 3,739 | $269.5K | 0.02% | −124−3.2% | Reduced |
| Raymond James Trust N.A. | 3,635 | $262.0K | 0.01% | +185+5.4% | Added |
| Iron Horse Wealth Management, LLC | 3,629 | $261.5K | 0.13% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,613 | $260.4K | 0.19% | +290+8.7% | Added |
| Clarius Group, LLC | 3,536 | $254.8K | 0.02% | −672−16.0% | Reduced |
| Cornercap Investment Counsel Inc | 3,535 | $254.8K | 0.05% | −452−11.3% | Reduced |
| Archer Investment Corp | 3,479 | $250.7K | 0.09% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 3,474 | $250.4K | 0.03% | +54+1.6% | Added |
| Keybank National Association | 3,467 | $249.9K | 0.00% | +29+0.8% | Added |
| DoubleLine ETF Adviser LP | 3,424 | $246.8K | 0.09% | +191+5.9% | Added |
| Renaissance Group LLC | 3,392 | $244.5K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,378 | $243.4K | 0.01% | −1,226−26.6% | Reduced |
| Concord Wealth Partners | 3,354 | $241.7K | 0.05% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,308 | $238.4K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,303 | $238.0K | 0.03% | +132+4.2% | Added |
| Chesley Taft & Associates LLC | 3,268 | $235.5K | 0.02% | +2+0.1% | Added |
| First Citizens Financial Corp | 3,261 | $235.0K | 0.17% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 3,239 | $233.0K | 0.55% | −20−0.6% | Reduced |
| Snowden Capital Advisors LLC | 3,194 | $230.2K | 0.01% | −293−8.4% | Reduced |
| Western Wealth Management, LLC | 3,183 | $229.4K | 0.02% | +4+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 3,179 | $229.1K | 0.04% | +239+8.1% | Added |
| JT Stratford LLC | 3,164 | $228.0K | 0.06% | −1,849−36.9% | Reduced |
| Horizon Investments, LLC | 3,135 | $225.9K | 0.01% | −27−0.9% | Reduced |
| Kinloch Capital, LLC | 3,130 | $225.6K | 0.14% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,178 | $221.7K | 0.10% | +196+6.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $221.3K | 0.11% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,060 | $220.5K | 0.02% | +66+2.2% | Added |
| Park National Corp | 3,055 | $220.2K | 0.01% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 3,036 | $218.8K | 0.10% | +3,036 | New |