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 |
|---|---|---|---|---|---|
| DoubleLine ETF Adviser LP | 3,680 | $289.5K | 0.08% | +256+7.5% | Added |
| Farmers & Merchants Investments Inc | 3,696 | $290.8K | 0.01% | −812−18.0% | Reduced |
| Continuum Advisory, LLC | 3,723 | $293.0K | 0.04% | −2,525−40.4% | Reduced |
| 9258 Wealth Management, LLC | 3,783 | $297.6K | 0.05% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,793 | $298.4K | 0.09% | +3,793 | New |
| Lake Street Advisors Group, LLC | 3,796 | $298.6K | 0.01% | +3,796 | New |
| Stratos Wealth Partners, LTD. | 3,800 | $299.0K | 0.01% | −584−13.3% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,824 | $300.8K | 0.30% | +3,824 | New |
| Harbor Capital Advisors, Inc. | 3,925 | $308.8K | 0.06% | +2+0.1% | Added |
| Sageworth Trust Co of South Dakota | 3,955 | $311.1K | 0.59% | −616−13.5% | Reduced |
| Boston Private Wealth LLC | 3,988 | $313.8K | 0.01% | +1,096+37.9% | Added |
| Federation des caisses Desjardins du Quebec | 4,000 | $314.7K | 0.00% | −300−7.0% | Reduced |
| Qtron Investments LLC | 4,154 | $326.8K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,155 | $329.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,155 | $329.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,267 | $336.0K | 0.01% | +3,903+1,072.3% | Added |
| NorthRock Partners, LLC | 4,313 | $339.3K | 0.01% | +4,313 | New |
| Nomura Holdings Inc | 4,420 | $347.7K | 0.00% | +4,420 | New |
| Gotham Asset Management, LLC | 4,440 | $349.3K | 0.01% | +4,440 | New |
| Resolute Wealth Strategies, LLC | 4,448 | $349.9K | 0.24% | −1,027−18.8% | Reduced |
| Kinneret Advisory, LLC | 4,473 | $351.9K | 0.04% | −28−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 4,487 | $353.0K | 0.01% | −279−5.9% | Reduced |
| J. W. Coons Advisors, LLC | 4,495 | $353.6K | 0.10% | 00.0% | Unchanged |
| EHP Funds Inc. | 4,500 | $354.0K | 0.18% | +100+2.3% | Added |
| Centennial Wealth Advisory LLC | 4,505 | $354.4K | 0.18% | −243−5.1% | Reduced |
| Beacon Pointe Advisors, LLC | 4,551 | $358.1K | 0.00% | −376−7.6% | Reduced |
| Ellevest, Inc. | 4,554 | $358.3K | 0.02% | −90−1.9% | Reduced |
| Blair William & Co | 4,563 | $359.0K | 0.00% | +269+6.3% | Added |
| Koshinski Asset Management, Inc. | 4,565 | $359.1K | 0.05% | +1,262+38.2% | Added |
| 180 Wealth Advisors, LLC | 4,549 | $359.9K | 0.07% | −430−8.6% | Reduced |
| Arete Wealth Advisors, LLC | 4,638 | $364.9K | 0.03% | +149+3.3% | Added |
| Vestcor Inc | 4,703 | $370.0K | 0.01% | −78−1.6% | Reduced |
| Wedbush Securities Inc | 4,821 | $379.0K | 0.02% | −371−7.1% | Reduced |
| Hancock Whitney Corp | 4,884 | $384.2K | 0.01% | −19,707−80.1% | Reduced |
| Veriti Management LLC | 4,890 | $384.7K | 0.03% | +1,873+62.1% | Added |
| Buckingham Strategic Wealth, LLC | 4,910 | $386.3K | 0.00% | −979−16.6% | Reduced |
| Erste Asset Management GmbH | 4,900 | $388.3K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,994 | $392.9K | 0.03% | +1,080+27.6% | Added |
| Sequoia Financial Advisors, LLC | 5,014 | $394.5K | 0.00% | +5,014 | New |
| Romano Brothers and Company | 5,028 | $395.6K | 0.06% | −250−4.7% | Reduced |
| Apollon Wealth Management, LLC | 5,034 | $396.0K | 0.01% | +894+21.6% | Added |
| Ieq Capital, LLC | 5,051 | $397.4K | 0.01% | −361−6.7% | Reduced |
| Independent Advisor Alliance | 5,130 | $403.6K | 0.01% | +524+11.4% | Added |
| Jacobi Capital Management LLC | 5,141 | $404.5K | 0.04% | +295+6.1% | Added |
| Legacy Financial Advisors, Inc. | 5,154 | $405.5K | 0.08% | +188+3.8% | Added |
| Sawtooth Solutions, LLC | 5,157 | $405.7K | 0.01% | +97+1.9% | Added |
| Bleakley Financial Group, LLC | 5,157 | $405.7K | 0.01% | +97+1.9% | Added |
| Benin Management CORP | 5,202 | $409.2K | 0.14% | +20.0% | Added |
| My Legacy Advisors, LLC | 5,193 | $410.1K | 0.15% | +530+11.4% | Added |
| SageView Advisory Group, LLC | 5,154 | $416.2K | 0.02% | −3,200−38.3% | Reduced |
| GTS Securities LLC | 5,325 | $418.9K | 0.01% | +827+18.4% | Added |
| Waldron Private Wealth LLC | 5,334 | $419.6K | 0.02% | −45−0.8% | Reduced |
| CWA Asset Management Group, LLC | 5,353 | $421.1K | 0.03% | −5−0.1% | Reduced |
| V-Square Quantitative Management LLC | 5,357 | $421.4K | 0.10% | +1,079+25.2% | Added |
| Syon Capital LLC | 5,487 | $431.6K | 0.04% | +1,457+36.2% | Added |
| Coldstream Capital Management Inc | 5,494 | $432.2K | 0.01% | +126+2.3% | Added |
| Twin Capital Management Inc | 5,551 | $436.7K | 0.06% | −174−3.0% | Reduced |
| Farther Finance Advisors, LLC | 5,562 | $437.6K | 0.03% | +5,366+2,737.8% | Added |
| Csenge Advisory Group | 5,573 | $438.4K | 0.03% | −3,684−39.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,577 | $438.7K | 0.17% | −4,145−42.6% | Reduced |
| Burney Co | 5,585 | $439.4K | 0.02% | −364−6.1% | Reduced |
| Nicolet Bankshares Inc | 5,618 | $442.0K | 0.12% | −190−3.3% | Reduced |
| Investment Management Corp of Ontario | 5,620 | $442.1K | 0.01% | +5,620 | New |
| Bridgewater Associates, LP | 5,647 | $444.2K | 0.00% | −15,983−73.9% | Reduced |
| FJ Investments, LLC | 5,700 | $448.4K | 0.02% | +5,700 | New |
| Steele Capital Management, Inc. | 5,792 | $455.6K | 0.03% | +5,792 | New |
| Equitable Holdings, Inc. | 5,859 | $460.9K | 0.01% | −131−2.2% | Reduced |
| Capital Investment Advisors, LLC | 5,975 | $470.0K | 0.01% | +251+4.4% | Added |
| Marquette Asset Management, LLC | 6,062 | $476.9K | 0.09% | −200−3.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,069 | $477.5K | 0.01% | +547+9.9% | Added |
| Hilltop Holdings Inc. | 6,100 | $479.8K | 0.05% | +51+0.8% | Added |
| Credit Agricole S A | 6,206 | $488.2K | 0.01% | +4,113+196.5% | Added |
| Regions Financial Corp | 6,235 | $490.5K | 0.00% | −437−6.5% | Reduced |
| Venture Visionary Partners LLC | 6,252 | $491.9K | 0.03% | −559−8.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,329 | $497.9K | 0.03% | +392+6.6% | Added |
| Merit Financial Group, LLC | 6,348 | $499.4K | 0.02% | −599−8.6% | Reduced |
| Premier Path Wealth Partners, LLC | 6,388 | $502.5K | 0.11% | +6,388 | New |
| Forum Financial Management, LP | 6,429 | $505.8K | 0.01% | −450−6.5% | Reduced |
| Proequities, Inc. | 6,437 | $506.4K | 0.04% | −2,048−24.1% | Reduced |
| Greenleaf Trust | 6,563 | $516.3K | 0.01% | +66+1.0% | Added |
| Impact Partnership Wealth, LLC | 6,570 | $516.9K | 0.19% | +6,570 | New |
| MAI Capital Management | 6,676 | $525.2K | 0.01% | +1,511+29.3% | Added |
| Sompo Asset Management Co., Ltd. | 6,720 | $528.7K | 0.10% | +650+10.7% | Added |
| KC Investment Advisors, LLC | 6,772 | $532.8K | 0.32% | −2,421−26.3% | Reduced |
| Palisade Asset Management, LLC | 6,800 | $535.0K | 0.06% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 6,817 | $536.3K | 0.22% | +20.0% | Added |
| Impax Asset Management Group plc | 6,867 | $540.2K | 0.00% | −11−0.2% | Reduced |
| Mokosak Advisory Group, LLC | 6,876 | $541.0K | 0.19% | +116+1.7% | Added |
| IFP Advisors, Inc | 6,909 | $543.5K | 0.03% | +99+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,943 | $546.2K | 0.01% | −76−1.1% | Reduced |
| Johnson Investment Counsel Inc | 6,945 | $546.4K | 0.01% | +47+0.7% | Added |
| Vontobel Holding Ltd. | 7,076 | $556.7K | 0.00% | −1,212−14.6% | Reduced |
| Agf Management Ltd | 7,108 | $559.2K | 0.00% | −187−2.6% | Reduced |
| Sunbelt Securities, Inc. | 7,120 | $560.2K | 0.07% | −223−3.0% | Reduced |
| Carret Asset Management, LLC | 7,191 | $565.7K | 0.07% | −100−1.4% | Reduced |
| RSM US Wealth Management LLC | 7,265 | $571.5K | 0.02% | +1,961+37.0% | Added |
| TownSquare Capital, LLC | 7,422 | $583.9K | 0.01% | +729+10.9% | Added |
| Metis Global Partners, LLC | 7,457 | $586.6K | 0.02% | −977−11.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,513 | $591.0K | 0.02% | −368−4.7% | Reduced |
| Vivid Wealth Management, LLC | 7,531 | $592.4K | 0.40% | +7,531 | New |