Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Principal Financial Group Inc as of Dec 31, 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
757
+43 vs. Q3 2023
Shares held
169.2M
−2.29M (−1.3%) vs. Q3 2023
Total value
$13.2B
+$847.1M (+6.8%) vs. Q3 2023
New holders
116
226 more added
Sold out
73
284 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 757 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ4 2023: $13.2B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$11.4B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2023.

Institutions holding PFG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%+1New
Dogwood Wealth Management LLC0$30.00%0New
SOA Wealth Advisors, LLC.1$860.00%−34−97.1%Reduced
Baystate Wealth Management LLC1$1380.00%−29−96.7%Reduced
JJJ Advisors Inc.4$3150.00%00.0%Unchanged
Evermay Wealth Management LLC4$3150.00%+4New
Caitlin John, LLC4$3190.00%+4New
Tfo-TDC, LLC6$4720.00%00.0%Unchanged
Rosenberg Matthew Hamilton6$4720.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$6300.00%00.0%Unchanged
Aspect Partners, LLC11$8650.00%+11New
Pineridge Advisors LLC11$8730.00%+11New
Avion Wealth14$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC13$1.06K0.00%−4−23.5%Reduced
Kayne Anderson Rudnick Investment Management LLC14$1.10K0.00%−1−6.7%Reduced
Wolff Wiese Magana LLC15$1.18K0.00%+15New
RIA Advisory Group LLC1,080,000$1.19K0.00%+1,076,964+35,473.1%Added
Valued Wealth Advisors LLC18$1.30K0.00%+18New
Dunhill Financial, LLC17$1.32K0.00%+17New
Tucker Asset Management LLC18$1.42K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.57K0.00%00.0%Unchanged
West Paces Advisors Inc.24$1.89K0.00%+5+26.3%Added
Arlington Trust Co LLC25$1.97K0.00%+25New
Carolinas Wealth Consulting LLC29$2.28K0.00%00.0%Unchanged
SJS Investment Consulting Inc.29$2.28K0.00%−14−32.6%Reduced
DiNuzzo Private Wealth, Inc.30$2.36K0.00%+30New
TFC Financial Management32$2.54K0.00%00.0%Unchanged
Plato Investment Management Ltd34$2.67K0.00%+34New
Prestige Wealth Management Group LLC34$2.67K0.00%−8−19.0%Reduced
Turtle Creek Wealth Advisors, LLC38$2.99K0.00%+38New
Raffa Wealth Management, LLC41$3.23K0.00%00.0%Unchanged
Abound Wealth Management41$3.23K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.41$3.26K0.00%00.0%Unchanged
Versant Capital Management, Inc45$3.54K0.00%+8+21.6%Added
Davis Capital Management46$3.62K0.00%+46New
Globeflex Capital L P63$4.96K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC66$5.20K0.00%+66New
McIlrath & Eck, LLC71$5.59K0.00%00.0%Unchanged
Raleigh Capital Management Inc.75$5.90K0.00%+75New
Pin Oak Investment Advisors Inc78$6.00K0.01%00.0%Unchanged
Eagle Bay Advisors LLC78$6.14K0.00%−40−33.9%Reduced
Atwood & Palmer Inc100$7.87K0.00%00.0%Unchanged
Cornerstone Planning Group LLC100$7.87K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$7.87K0.00%+100New
Bray Capital Advisors101$7.95K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.103$8.10K0.01%00.0%Unchanged
Park Place Capital Corp108$8.50K0.00%−44−28.9%Reduced
REAP Financial Group, LLC108$8.51K0.00%+108New
Salomon & Ludwin, LLC119$8.58K0.00%00.0%Unchanged
Peoples Bank110$8.65K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$8.65K0.00%00.0%Unchanged
Sachetta, LLC115$9.05K0.00%+115New
Ritter Daniher Financial Advisory LLC117$9.21K0.00%00.0%Unchanged
Mendota Financial Group, LLC118$9.28K0.01%00.0%Unchanged
Jones Financial Companies LLLP124$9.76K0.00%00.0%Unchanged
RFP Financial Group LLC126$9.91K0.00%00.0%Unchanged
GW&K Investment Management, LLC122$10.0K0.00%+27+28.4%Added
Center for Financial Planning, Inc.144$11.3K0.00%00.0%Unchanged
Beacon Capital Management, LLC159$11.5K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC146$11.5K0.00%+24+19.7%Added
Lindbrook Capital, LLC148$11.6K0.00%00.0%Unchanged
CoreFirst Bank & Trust150$11.8K0.01%−47−23.9%Reduced
Heritage Wealth Advisors150$11.8K0.00%+150New
TD Waterhouse Canada Inc.112$11.9K0.00%00.0%Unchanged
Peregrine Capital Management LLC160$12.6K0.00%00.0%Unchanged
Private Wealth Management Group, LLC161$12.7K0.01%+161New
Team Financial Group, LLC163$12.8K0.01%+3+1.9%Added
Zions Bancorporation, N.A.165$13.0K0.00%00.0%Unchanged
Creative Financial Designs Inc166$13.1K0.00%00.0%Unchanged
Smartleaf Asset Management LLC168$13.3K0.00%+168New
Hobbs Group Advisors, LLC172$13.5K0.01%+172New
Investors Research Corp173$13.6K0.00%+47+37.3%Added
NBC Securities, Inc.190$14.0K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.172$14.0K0.01%+172New
Quarry LP183$14.4K0.01%+183New
Strategic Investment Solutions, Inc.189$14.9K0.00%+189New
Smithfield Trust Co190$15.0K0.00%00.0%Unchanged
BKM Wealth Management, LLC200$15.7K0.01%+200New
Financial Management Professionals, Inc.199$16.0K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners204$16.0K0.00%+204New
Rocky Mountain Advisers, LLC211$16.6K0.01%00.0%Unchanged
Key Financial Inc219$17.2K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC221$17.4K0.02%+221New
Salem Investment Counselors Inc223$17.5K0.00%+223New
Cassady Schiller Wealth Management, LLC225$17.7K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.226$17.8K0.00%−158−41.1%Reduced
Caldwell Trust Co235$18.5K0.00%00.0%Unchanged
Lazard Asset Management LLC246$19.0K0.00%+6+2.5%Added
Private Trust Co NA250$19.7K0.00%+33+15.2%Added
Rockbridge Investment Management, LCC258$20.3K0.00%+258New
Institutional & Family Asset Management, LLC259$20.4K0.00%00.0%Unchanged
Hoertkorn Richard Charles272$21.4K0.01%00.0%Unchanged
North Star Investment Management Corp.277$21.8K0.00%+265+2,208.3%Added
Pflug Koory, LLC285$22.4K0.01%00.0%Unchanged
Brown Brothers Harriman & Co289$22.7K0.00%−22−7.1%Reduced
Tradition Wealth Management, LLC291$23.0K0.00%+10+3.6%Added
Advantage Trust Co293$23.1K0.02%+293New
Halpern Financial, Inc.296$23.3K0.01%00.0%Unchanged
Old Second National Bank of Aurora300$23.6K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC300$23.6K0.01%+300New