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.
Q4 2023 vs. Q3 2023
How the institutions holding Principal Financial Group Inc changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 723 | 9 | 757 | +43 |
| Shares | 171.5M | 97.3K | 169.2M | −2.29M (−1.3%) |
| Value | $12.4B | $7.01M | $13.2B | +$847.1M (+6.8%) |
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (116)
Institutions that held Principal Financial Group Inc at the end of Q4 2023 but not at the end of Q3 2023.
Showing the largest 100 of 116 by value.
Sold out (73)
Institutions that held Principal Financial Group Inc at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (9)
Institutions that held Principal Financial Group Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| First Republic Investment Management, Inc. | 29,294 | $2.11M |
| Virginia Retirement Systems Et Al | 23,400 | $1.69M |
| Advisor Partners II, LLC | 15,921 | $1.15M |
| Pathstone Family Office, LLC | 11,830 | $852.6K |
| Johnson Midwest Financial, LLC | 9,488 | $683.8K |
| Colony Group LLC | 3,802 | $274.0K |
| Comerica Securities,inc. | 3,060 | $220.5K |
| Sutton Wealth Advisors Inc. | 344 | $24.8K |
| Steward Financial Group LLC | 123 | $8.00K |