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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 304 | $23.9K | 0.02% | +304 | New |
| RE Dickinson Investment Advisors, LLC | 741 | $24.0K | 0.02% | +68+10.1% | Added |
| Thompson Siegel & Walmsley LLC | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 306 | $24.1K | 0.00% | −304−49.8% | Reduced |
| Bogart Wealth, LLC | 308 | $24.2K | 0.00% | +8+2.7% | Added |
| HighMark Wealth Management LLC | 310 | $24.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 314 | $24.7K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $25.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 342 | $26.9K | 0.00% | −106−23.7% | Reduced |
| Massmutual Trust Co FSB | 342 | $26.9K | 0.00% | −70−17.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 364 | $28.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $28.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 373 | $29.2K | 0.00% | +225+152.0% | Added |
| Riggs Asset Managment Co. Inc. | 372 | $29.3K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 377 | $29.7K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 379 | $29.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $31.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $31.2K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 396 | $31.2K | 0.02% | +396 | New |
| WFA Asset Management Corp | 397 | $31.2K | 0.02% | +6+1.5% | Added |
| EdgeRock Capital LLC | 403 | $31.5K | 0.02% | +403 | New |
| GPS Wealth Strategies Group, LLC | 404 | $31.8K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 402 | $32.0K | 0.07% | −12,926−97.0% | Reduced |
| Boyd Watterson Asset Management LLC | 415 | $32.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $32.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 418 | $32.9K | 0.02% | +418 | New |
| Leonteq Securities AG | 436 | $34.3K | 0.00% | +436 | New |
| Paladin Advisory Group, LLC | 449 | $35.3K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 449 | $35.3K | 0.01% | +7+1.6% | Added |
| Asset Dedication, LLC | 453 | $36.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 465 | $36.6K | 0.01% | +465 | New |
| Deseret Mutual Benefit Administrators | 479 | $37.7K | 0.02% | −142−22.9% | Reduced |
| St Germain D J Co Inc | 489 | $38.5K | 0.00% | +250+104.6% | Added |
| Glassman Wealth Services | 493 | $38.8K | 0.01% | 00.0% | Unchanged |
| Motco | 494 | $38.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 499 | $39.0K | 0.00% | +499 | New |
| Truvestments Capital LLC | 500 | $39.3K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $39.3K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 507 | $39.9K | 0.01% | +52+11.4% | Added |
| SRS Capital Advisors, Inc. | 509 | $40.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 514 | $40.4K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 528 | $41.5K | 0.04% | +528 | New |
| Dynamic Wealth Strategies, LLC | 528 | $41.5K | 0.04% | +528 | New |
| Plante Moran Financial Advisors, LLC | 546 | $43.0K | 0.00% | −77−12.4% | Reduced |
| Stilwell Value LLC | 547 | $43.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 547 | $43.0K | 0.01% | −27−4.7% | Reduced |
| Concord Wealth Partners | 554 | $43.6K | 0.01% | −2,800−83.5% | Reduced |
| Private Ocean, LLC | 554 | $43.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 558 | $44.2K | 0.00% | +558 | New |
| First Pacific Financial | 564 | $44.4K | 0.01% | +269+91.2% | Added |
| Sit Investment Associates Inc | 575 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 583 | $46.0K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 598 | $47.0K | 0.02% | −56−8.6% | Reduced |
| Parkside Financial Bank & Trust | 603 | $47.4K | 0.01% | −71−10.5% | Reduced |
| American State Bank (Iowa) | 614 | $48.3K | 0.03% | +131+27.1% | Added |
| Venturi Wealth Management, LLC | 615 | $48.4K | 0.00% | +90+17.1% | Added |
| First Command Advisory Services, Inc. | 628 | $49.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 775 | $50.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 644 | $50.6K | 0.00% | −127−16.5% | Reduced |
| City Holding Co | 653 | $51.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 659 | $51.8K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 665 | $52.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 670 | $53.0K | 0.01% | +498+289.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 676 | $53.2K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $55.1K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 700 | $55.1K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 700 | $55.1K | 0.03% | +700 | New |
| EverSource Wealth Advisors, LLC | 702 | $55.2K | 0.01% | +49+7.5% | Added |
| Capstone Investment Advisors, LLC | 704 | $55.4K | 0.00% | +704 | New |
| Ancora Advisors, LLC | 719 | $56.6K | 0.00% | +629+698.9% | Added |
| Stephens Consulting, LLC | 725 | $57.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 736 | $57.9K | 0.00% | +17+2.4% | Added |
| Tobam | 745 | $59.0K | 0.01% | −1,424−65.7% | Reduced |
| Valley National Advisers Inc | 756 | $59.0K | 0.01% | +200+36.0% | Added |
| ORG Partners LLC | 784 | $61.7K | 0.01% | +3+0.4% | Added |
| McClarren Financial Advisors, Inc. | 790 | $62.0K | 0.05% | +14+1.8% | Added |
| Johnson Financial Group, Inc. | 804 | $63.3K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 834 | $65.6K | 0.06% | +834 | New |
| BFSG, LLC | 880 | $69.2K | 0.01% | +880 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 887 | $69.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 903 | $71.0K | 0.00% | −400−30.7% | Reduced |
| Fortis Group Advisors, LLC | 916 | $72.1K | 0.02% | +458+100.0% | Added |
| CVA Family Office, LLC | 925 | $72.8K | 0.01% | +925 | New |
| Pinnacle Bancorp, Inc. | 951 | $74.8K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 955 | $75.1K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $75.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 973 | $76.5K | 0.01% | +27+2.9% | Added |
| Ronald Blue Trust, Inc. | 1,080 | $78.0K | 0.00% | +367+51.5% | Added |
| Pingora Partners LLC | 1,000 | $78.7K | 0.07% | +1,000 | New |
| Penserra Capital Management LLC | 1,017 | $79.0K | 0.00% | −232−18.6% | Reduced |
| Duncker Streett & Co Inc | 1,010 | $79.5K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,010 | $79.5K | 0.09% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,041 | $81.9K | 0.01% | +40+4.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,082 | $85.1K | 0.01% | +541+100.0% | Added |
| Global Retirement Partners, LLC | 1,093 | $85.4K | 0.00% | −112−9.3% | Reduced |
| Quent Capital, LLC | 1,185 | $93.2K | 0.01% | +159+15.5% | Added |
| Assetmark, Inc | 1,206 | $94.9K | 0.00% | −476,983−99.7% | Reduced |
| Clarity Asset Management, Inc. | 1,210 | $95.2K | 0.08% | +1,210 | New |
| Capital Advisors, Ltd. LLC | 1,226 | $96.0K | 0.01% | +24+2.0% | Added |
| Covestor Ltd | 1,265 | $100.0K | 0.07% | +263+26.2% | Added |