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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 41 | $2.96K | 0.00% | −10−19.6% | Reduced |
| Raffa Wealth Management, LLC | 41 | $2.96K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 41 | $2.93K | 0.00% | +1+2.5% | Added |
| Versant Capital Management, Inc | 37 | $2.67K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 35 | $2.53K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $2.32K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 32 | $2.31K | 0.00% | +32 | New |
| Baystate Wealth Management LLC | 30 | $2.18K | 0.00% | +30 | New |
| Carolinas Wealth Consulting LLC | 29 | $1.96K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $1.37K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $1.25K | 0.00% | +5+41.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $865 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $577 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $576 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 6 | $455 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6 | $432 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $289 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $73 | 0.00% | +1 | New |
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −159,029−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −143,245−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −83,683−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −31,607−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −28,069−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,936−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,885−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,238−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,425−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −11,315−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,927−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −8,474−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,216−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −7,138−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,859−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −5,346−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,319−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,101−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −4,769−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,306−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,124−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −2,925−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Cora Capital Advisors LLC | 0 | $0 | 0.00% | −2,878−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −2,873−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Sather Financial Group Inc | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −2,751−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,969−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Ten Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Command Bank | – | – | – | – | Not filed |
| First Command Financial Services, Inc. | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |