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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
GeoWealth Management, LLC1,348$106.0K0.01%+1,348New
JFS Wealth Advisors, LLC1,348$106.0K0.01%−11−0.8%Reduced
AdvisorNet Financial, Inc1,369$107.7K0.01%−9−0.7%Reduced
TCTC Holdings, LLC1,380$108.6K0.00%00.0%Unchanged
Capital Analysts, LLC1,382$109.0K0.01%−66−4.6%Reduced
Desjardins Global Asset Management Inc.1,388$109.2K0.01%−5,800−80.7%Reduced
Laffer Tengler Investments1,392$109.5K0.03%00.0%Unchanged
Richardson Financial Services Inc.1,400$110.1K0.10%+1,400New
Hills Bank & Trust Co1,402$110.3K0.01%−150−9.7%Reduced
McGlone Suttner Wealth Management, Inc.1,439$113.2K0.02%+1,439New
Westpac Banking Corp1,471$115.7K0.01%+551+59.9%Added
TD Private Client Wealth LLC1,488$117.1K0.00%+111+8.1%Added
Nemes Rush Group LLC1,506$118.5K0.02%−771−33.9%Reduced
JNBA Financial Advisors1,532$120.5K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC1,576$124.0K0.01%00.0%Unchanged
Parallel Advisors, LLC1,660$130.6K0.00%−216−11.5%Reduced
GAMMA Investing LLC1,658$131.1K0.04%+1,658New
EntryPoint Capital, LLC1,740$136.9K0.13%+1,740New
Walleye Trading LLC1,745$137.3K0.00%−16,571−90.5%Reduced
Silvant Capital Management LLC1,747$137.4K0.01%00.0%Unchanged
Principal Securities, Inc.1,822$143.3K0.01%+1,822New
Denali Advisors LLC1,848$145.4K0.04%+1,032+126.5%Added
Atlas Capital Advisors LLC1,886$148.4K0.02%−594−24.0%Reduced
Fuller & Thaler Asset Management, Inc.1,943$152.9K0.00%+1,775+1,056.5%Added
Quadrant Capital Group LLC1,988$156.4K0.01%−131−6.2%Reduced
Huntington National Bank2,014$158.4K0.00%+136+7.2%Added
Harbour Investments, Inc.2,023$159.2K0.01%+394+24.2%Added
West Financial Advisors, LLC2,462$193.7K0.04%−53−2.1%Reduced
VisionPoint Advisory Group, LLC2,462$193.7K0.07%00.0%Unchanged
TSFG, LLC2,479$195.0K0.06%00.0%Unchanged
Whittier Trust Co2,500$196.7K0.00%−41−1.6%Reduced
Resurgent Financial Advisors LLC2,532$199.2K0.12%−158−5.9%Reduced
Robertson Stephens Wealth Management, LLC2,564$201.7K0.01%+2,564New
Sageworth Trust Co2,577$202.7K0.01%+2,577New
Prossimo Advisors, LLC2,588$204.0K0.43%−651−20.1%Reduced
Shepherd Financial Partners LLC2,608$205.2K0.03%+2,608New
Commons Capital, LLC2,625$206.5K0.33%+2,625New
Point72 Asia (Singapore) Pte. Ltd.2,671$210.1K0.05%+2,671New
Western Wealth Management, LLC2,675$210.5K0.02%−508−16.0%Reduced
Trust Asset Management LLC2,678$210.7K0.02%+2,678New
UniSuper Management Pty Ltd2,684$211.2K0.00%+884+49.1%Added
Westmount Partners, LLC2,687$211.4K0.09%+2,687New
Signaturefd, LLC2,747$216.1K0.00%−263−8.7%Reduced
Brighton Jones LLC2,773$218.1K0.01%+2,773New
Balentine LLC2,787$219.3K0.01%−2,363−45.9%Reduced
Snowden Capital Advisors LLC2,787$219.3K0.01%−407−12.7%Reduced
Security National Bank2,795$219.9K0.05%00.0%Unchanged
Checchi Capital Advisers, LLC2,796$220.0K0.02%−107−3.7%Reduced
Lincoln National Corp2,803$220.5K0.00%−199−6.6%Reduced
Ballentine Partners, LLC2,813$221.3K0.00%+2,813New
Ameritas Investment Partners, Inc.2,858$224.8K0.01%+27+1.0%Added
Fox Run Management, L.L.C.2,864$225.3K0.06%−8,068−73.8%Reduced
Old National Bancorp2,872$225.9K0.01%−8,063−73.7%Reduced
Brevan Howard Capital Management LP2,874$226.1K0.02%+2,874New
Northwest Wealth Management, LLC2,906$228.6K0.07%−123−4.1%Reduced
Park National Corp2,917$229.5K0.01%−138−4.5%Reduced
Clarius Group, LLC2,933$230.7K0.02%−603−17.1%Reduced
Pitcairn Co2,934$230.8K0.02%−805−21.5%Reduced
Northern Oak Wealth Management Inc2,942$231.4K0.03%−366−11.1%Reduced
Lake Street Financial LLC2,975$234.0K0.04%−845−22.1%Reduced
Security National Bank of So Dak3,000$236.0K0.16%00.0%Unchanged
Glassy Mountain Advisors, Inc.3,000$236.0K0.10%00.0%Unchanged
HB Wealth Management, LLC3,015$237.2K0.00%−1,846−38.0%Reduced
J.W. Cole Advisors, Inc.3,019$237.5K0.01%+84+2.9%Added
Central Trust Co3,028$238.2K0.01%00.0%Unchanged
GWM Advisors LLC3,063$241.0K0.00%−2,813−47.9%Reduced
Acropolis Investment Management, LLC3,064$241.0K0.02%−1,875−38.0%Reduced
Skopos Labs, Inc.3,070$241.5K0.12%+3,070New
Jackson, Grant Investment Advisers, Inc.3,071$241.6K0.11%00.0%Unchanged
NEOS Investment Management LLC3,115$245.1K0.02%+3,115New
We Are One Seven, LLC3,116$245.2K0.01%+3,116New
Belpointe Asset Management LLC3,123$245.7K0.02%+3,123New
Advisory Services Network, LLC3,128$246.1K0.01%−2,422−43.6%Reduced
Graham Capital Management, L.P.3,130$246.2K0.01%−5,632−64.3%Reduced
Kinloch Capital, LLC3,130$246.2K0.16%00.0%Unchanged
Legacy Bridge, LLC3,145$247.4K0.16%−750−19.3%Reduced
Colony Group, LLC3,148$248.0K0.00%+3,148New
Chesley Taft & Associates LLC3,154$248.1K0.01%−114−3.5%Reduced
Y-Intercept (Hong Kong) Ltd3,164$248.9K0.02%−8,344−72.5%Reduced
Profund Advisors LLC3,169$249.3K0.01%+3,169New
Horizon Investments, LLC3,188$250.8K0.01%+53+1.7%Added
Redhawk Wealth Advisors, Inc.3,235$254.5K0.05%+220+7.3%Added
First Citizens Financial Corp3,261$256.5K0.16%00.0%Unchanged
Rothschild Investment LLC3,264$256.8K0.02%+3,264New
Nilsine Partners, LLC3,287$258.6K0.04%+307+10.3%Added
Keeler & Nadler Financial Planning & Wealth Management3,332$262.1K0.19%+3,332New
HBK Sorce Advisory LLC3,356$264.0K0.01%−789−19.0%Reduced
Bessemer Group Inc3,385$266.0K0.00%−2,101−38.3%Reduced
Symmetry Partners, LLC3,395$269.0K0.01%−1,687−33.2%Reduced
Renaissance Group LLC3,437$269.7K0.01%+45+1.3%Added
Garda Capital Partners LP3,434$270.2K0.14%−4,450−56.4%Reduced
StrategIQ Financial Group, LLC3,441$270.7K0.03%−33−0.9%Reduced
Gsa Capital Partners LLP3,470$273.0K0.02%+3,470New
Archer Investment Corp3,479$273.7K0.09%00.0%Unchanged
Raymond James Trust N.A.3,481$273.9K0.01%−154−4.2%Reduced
Keybank National Association3,534$278.0K0.00%+67+1.9%Added
Cornercap Investment Counsel Inc3,535$278.1K0.05%00.0%Unchanged
Sonora Investment Management Group, LLC3,600$283.2K0.02%+3,600New
WESPAC Advisors, LLC3,613$284.2K0.20%00.0%Unchanged
Iron Horse Wealth Management, LLC3,629$285.5K0.12%00.0%Unchanged