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 |
|---|---|---|---|---|---|
| Northwest Wealth Management, LLC | 3,029 | $218.3K | 0.08% | +6+0.2% | Added |
| Central Trust Co | 3,028 | $218.2K | 0.01% | −37−1.2% | Reduced |
| Veriti Management LLC | 3,017 | $217.4K | 0.02% | −18−0.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,015 | $217.3K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,010 | $216.9K | 0.01% | +600+24.9% | Added |
| Lincoln National Corp | 3,002 | $216.4K | 0.00% | −104−3.3% | 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 |
| Rehmann Capital Advisory Group | 2,980 | $214.8K | 0.02% | −127−4.1% | Reduced |
| Nilsine Partners, LLC | 2,980 | $214.8K | 0.03% | +9+0.3% | Added |
| Geller Advisors LLC | 2,958 | $213.2K | 0.02% | −290−8.9% | Reduced |
| J.W. Cole Advisors, Inc. | 2,935 | $211.6K | 0.02% | +138+4.9% | Added |
| Glassy Mountain Advisors, Inc. | 3,000 | $210.6K | 0.10% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,903 | $209.2K | 0.02% | +252+9.5% | Added |
| Boston Private Wealth LLC | 2,892 | $208.5K | 0.00% | +2,892 | New |
| Virtu Financial LLC | 2,854 | $206.0K | 0.02% | +2,854 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,843 | $204.9K | 0.00% | +2,843 | New |
| Ameritas Investment Partners, Inc. | 2,831 | $204.0K | 0.01% | +84+3.1% | Added |
| Maven Securities LTD | 2,826 | $203.7K | 0.02% | +2,826 | New |
| Security National Bank | 2,795 | $203.1K | 0.06% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,690 | $193.9K | 0.13% | 00.0% | Unchanged |
| Whittier Trust Co | 2,541 | $183.1K | 0.00% | +41+1.6% | Added |
| West Financial Advisors, LLC | 2,515 | $181.3K | 0.05% | −10−0.4% | Reduced |
| TSFG, LLC | 2,479 | $179.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,480 | $178.7K | 0.03% | −55−2.2% | Reduced |
| VisionPoint Advisory Group, LLC | 2,462 | $177.4K | 0.08% | 00.0% | Unchanged |
| ING Groep NV | 2,436 | $175.6K | 0.00% | −4,335−64.0% | Reduced |
| Nemes Rush Group LLC | 2,277 | $164.1K | 0.03% | −3,396−59.9% | Reduced |
| Tobam | 2,169 | $156.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,119 | $152.7K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 2,093 | $150.8K | 0.00% | +2,093 | New |
| Optimum Investment Advisors | 1,950 | $140.5K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 1,878 | $135.3K | 0.00% | +2+0.1% | Added |
| Parallel Advisors, LLC | 1,876 | $135.2K | 0.00% | −340−15.3% | Reduced |
| UniSuper Management Pty Ltd | 1,800 | $129.7K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,747 | $125.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,629 | $117.4K | 0.01% | −223−12.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,576 | $113.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,570 | $113.2K | 0.01% | −74−4.5% | Reduced |
| Hills Bank & Trust Co | 1,552 | $111.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,532 | $110.4K | 0.01% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 1,457 | $105.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,448 | $104.0K | 0.01% | +66+4.8% | Added |
| Laffer Tengler Investments | 1,392 | $100.3K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,380 | $99.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,378 | $99.3K | 0.01% | +57+4.3% | Added |
| TD Private Client Wealth LLC | 1,377 | $99.2K | 0.00% | +422+44.2% | Added |
| JFS Wealth Advisors, LLC | 1,359 | $97.9K | 0.01% | +43+3.3% | Added |
| AlphaCentric Advisors LLC | 1,308 | $94.3K | 0.05% | −140−9.7% | Reduced |
| Geneos Wealth Management Inc. | 1,303 | $93.9K | 0.00% | +400+44.3% | Added |
| Sentry Investment Management LLC | 1,291 | $93.0K | 0.04% | +1,291 | New |
| Penserra Capital Management LLC | 1,249 | $89.0K | 0.00% | −219−14.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,202 | $87.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,205 | $82.4K | 0.00% | +191+18.8% | Added |
| Optiver Holding B.V. | 1,090 | $78.6K | 0.00% | +1,090 | New |
| Bokf, NA | 1,120 | $75.8K | 0.00% | −57−4.8% | Reduced |
| Quent Capital, LLC | 1,026 | $73.9K | 0.01% | +65+6.8% | 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 |
| Manchester Capital Management LLC | 1,001 | $72.1K | 0.01% | +2+0.2% | Added |
| Covestor Ltd | 1,002 | $72.0K | 0.05% | +57+6.0% | Added |
| First Financial Corp | 955 | $68.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $68.5K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 946 | $68.2K | 0.01% | +13+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $67.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 920 | $66.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 887 | $63.9K | 0.00% | +417+88.7% | Added |
| Denali Advisors LLC | 816 | $58.8K | 0.02% | −110−11.9% | Reduced |
| Johnson Financial Group, Inc. | 804 | $57.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 781 | $56.3K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 775 | $56.0K | 0.01% | −2,050−72.6% | Reduced |
| Gradient Investments LLC | 771 | $55.6K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 776 | $55.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 713 | $54.0K | 0.00% | +150+26.6% | Added |
| Stephens Consulting, LLC | 725 | $52.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 719 | $51.8K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $50.4K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 700 | $50.4K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 673 | $49.0K | 0.03% | +5+0.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 676 | $48.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 674 | $48.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 665 | $47.9K | 0.01% | −537−44.7% | Reduced |
| EverSource Wealth Advisors, LLC | 653 | $47.1K | 0.00% | +25+4.0% | Added |
| City Holding Co | 653 | $47.1K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 654 | $47.0K | 0.02% | −144−18.0% | Reduced |
| Clean Yield Group | 659 | $46.6K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 628 | $45.3K | 0.00% | +628 | New |
| Plante Moran Financial Advisors, LLC | 623 | $44.9K | 0.01% | −71−10.2% | Reduced |
| Deseret Mutual Benefit Administrators | 621 | $44.8K | 0.02% | −129−17.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 610 | $44.0K | 0.00% | −681−52.7% | Reduced |
| Flaharty Asset Management, LLC | 609 | $43.9K | 0.01% | +609 | New |
| Hazlett, Burt & Watson, Inc. | 583 | $42.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 574 | $41.4K | 0.01% | +19+3.4% | Added |
| Authentikos Wealth Advisory, LLC | 569 | $41.0K | 0.04% | +569 | New |
| Sit Investment Associates Inc | 575 | $41.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 556 | $40.0K | 0.01% | +250+81.7% | Added |
| Private Ocean, LLC | 554 | $39.9K | 0.01% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $39.4K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 541 | $39.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 525 | $37.8K | 0.00% | +85+19.3% | Added |