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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 7,610 | $598.7K | 0.15% | −109−1.4% | Reduced |
| Wetherby Asset Management Inc | 7,628 | $600.1K | 0.03% | +278+3.8% | Added |
| Gilbert & Cook, Inc. | 7,646 | $601.5K | 0.09% | −610−7.4% | Reduced |
| Norinchukin Bank, The | 7,752 | $609.9K | 0.01% | −912−10.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,814 | $614.7K | 0.04% | −140−1.8% | Reduced |
| Wolff Financial Management LLC | 7,815 | $615.0K | 0.19% | 00.0% | Unchanged |
| APG Asset Management N.V. | 8,775 | $624.9K | 0.00% | +128+1.5% | Added |
| City State Bank | 8,075 | $635.0K | 0.32% | +650+8.8% | Added |
| Hartford Funds Management Co LLC | 8,209 | $645.8K | 0.06% | +3,731+83.3% | Added |
| Empirical Finance, LLC | 8,221 | $646.7K | 0.05% | +13+0.2% | Added |
| Allworth Financial LP | 8,238 | $648.1K | 0.00% | −188−2.2% | Reduced |
| Fifth Third Bancorp | 8,302 | $653.1K | 0.00% | +791+10.5% | Added |
| Steward Partners Investment Advisory, LLC | 8,340 | $656.1K | 0.01% | +44+0.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,348 | $657.0K | 0.01% | −2,714−24.5% | Reduced |
| Lion Street Advisors, LLC | 8,410 | $661.6K | 0.27% | −12−0.1% | Reduced |
| Petrus Trust Company, LTA | 8,411 | $661.7K | 0.06% | +4,665+124.5% | Added |
| United Capital Financial Advisers, LLC | 8,585 | $675.4K | 0.01% | +3,567+71.1% | Added |
| Plimoth Trust Co LLC | 8,878 | $698.4K | 0.20% | −655−6.9% | Reduced |
| Metropolitan Life Insurance Co | 8,927 | $702.3K | 0.03% | −273−3.0% | Reduced |
| Great Diamond Partners, LLC | 8,932 | $702.7K | 0.17% | −10,763−54.6% | Reduced |
| HighPoint Advisor Group LLC | 8,497 | $718.0K | 0.05% | +8,497 | New |
| Aviva PLC | 9,155 | $720.2K | 0.00% | −33,864−78.7% | Reduced |
| Rockland Trust Co | 9,234 | $726.4K | 0.04% | −3,778−29.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $748.2K | 0.05% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,513 | $748.4K | 0.01% | −195−2.0% | Reduced |
| Basepoint Wealth LLC | 9,621 | $756.9K | 0.61% | +346+3.7% | Added |
| Pinnacle Associates Ltd | 9,659 | $759.9K | 0.01% | −41−0.4% | Reduced |
| Modern Wealth Management, LLC | 9,767 | $768.4K | 0.10% | +9,767 | New |
| Holderness Investments Co | 9,936 | $781.7K | 0.21% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,052 | $790.8K | 0.04% | +3,673+57.6% | Added |
| Ausdal Financial Partners, Inc. | 10,126 | $796.6K | 0.10% | −19−0.2% | Reduced |
| PSI Advisors, LLC | 10,284 | $809.0K | 0.30% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 10,300 | $810.3K | 0.03% | −1,600−13.4% | Reduced |
| Sciencast Management LP | 10,342 | $813.6K | 0.44% | +2,742+36.1% | Added |
| Oppenheimer & Co Inc | 10,550 | $830.0K | 0.02% | −1,383−11.6% | Reduced |
| West Bancorporation Inc | 10,610 | $834.7K | 0.54% | −68−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,610 | $834.7K | 0.02% | +10,610 | New |
| Bayesian Capital Management, LP | 10,657 | $838.4K | 0.09% | +10,657 | New |
| Allspring Global Investments Holdings, LLC | 10,875 | $855.5K | 0.00% | −565−4.9% | Reduced |
| Park Edge Advisors, LLC | 10,891 | $856.8K | 0.30% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 11,088 | $872.0K | 0.36% | +21+0.2% | Added |
| South Dakota Investment Council | 11,130 | $876.0K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 11,201 | $881.2K | 0.02% | +1,562+16.2% | Added |
| Foster Group, Inc. | 12,429 | $895.8K | 0.05% | 00.0% | Unchanged |
| LSV Asset Management | 11,500 | $905.0K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 11,588 | $911.6K | 0.10% | +445+4.0% | Added |
| New Mexico Educational Retirement Board | 11,754 | $925.0K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,776 | $926.4K | 0.09% | +153+1.3% | Added |
| CWM, LLC | 11,941 | $939.0K | 0.01% | +1,606+15.5% | Added |
| Kestra Advisory Services, LLC | 12,070 | $949.5K | 0.01% | −2,214−15.5% | Reduced |
| Umb Bank N A | 12,118 | $953.3K | 0.01% | −803−6.2% | Reduced |
| Thrivent Financial for Lutherans | 12,166 | $957.0K | 0.00% | +2,367+24.2% | Added |
| Glenmede Trust Co NA | 12,165 | $957.0K | 0.00% | +202+1.7% | Added |
| iA Global Asset Management Inc. | 12,178 | $958.0K | 0.02% | +3,808+45.5% | Added |
| Adams Wealth Management | 12,764 | $1.00M | 0.30% | −476−3.6% | Reduced |
| Qsemble Capital Management, LP | 12,808 | $1.01M | 0.25% | +8,908+228.4% | Added |
| Centiva Capital, LP | 12,885 | $1.01M | 0.06% | −8,505−39.8% | Reduced |
| Savant Capital, LLC | 12,964 | $1.02M | 0.01% | +346+2.7% | Added |
| Verition Fund Management LLC | 13,055 | $1.03M | 0.01% | +3,863+42.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,083 | $1.03M | 0.01% | −861−6.2% | Reduced |
| Louisiana State Employees Retirement System | 13,300 | $1.05M | 0.02% | −500−3.6% | Reduced |
| Ascent Group, LLC | 13,307 | $1.05M | 0.10% | −1,281−8.8% | Reduced |
| Ossiam | 13,784 | $1.08M | 0.02% | −3,169−18.7% | Reduced |
| Everence Capital Management Inc | 13,800 | $1.09M | 0.08% | +4,720+52.0% | Added |
| Truist Financial Corp | 13,811 | $1.09M | 0.00% | −3,792−21.5% | Reduced |
| Securian Asset Management, Inc | 13,891 | $1.09M | 0.03% | −2,066−12.9% | Reduced |
| Kestra Private Wealth Services, LLC | 14,027 | $1.10M | 0.03% | −203−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 14,219 | $1.12M | 0.02% | +607+4.5% | Added |
| Glaxis Capital Management, LLC | 14,500 | $1.14M | 4.07% | +373+2.6% | Added |
| M&T Bank Corp | 14,519 | $1.14M | 0.00% | −376−2.5% | Reduced |
| Prudential PLC | 14,687 | $1.16M | 0.01% | −32−0.2% | Reduced |
| Ostrum Asset Management | 14,763 | $1.16M | 0.10% | +41+0.3% | Added |
| D.A. Davidson & Co. | 14,794 | $1.16M | 0.01% | −861−5.5% | Reduced |
| Pacer Advisors, Inc. | 14,849 | $1.17M | 0.00% | +510+3.6% | Added |
| Diversified Trust Co | 14,879 | $1.17M | 0.04% | +14,879 | New |
| Hartford Investment Management Co | 14,912 | $1.17M | 0.04% | −331−2.2% | Reduced |
| Park Avenue Securities LLC | 15,013 | $1.18M | 0.02% | −16,175−51.9% | Reduced |
| SEI Investments Co | 15,227 | $1.20M | 0.00% | −6,618−30.3% | Reduced |
| Lecap Asset Management Ltd | 15,332 | $1.21M | 0.44% | +15,332 | New |
| MML Investors Services, LLC | 15,372 | $1.21M | 0.01% | −4,411−22.3% | Reduced |
| Federated Hermes, Inc. | 15,465 | $1.22M | 0.00% | −4,991−24.4% | Reduced |
| Candriam Luxembourg S.C.A. | 15,709 | $1.24M | 0.01% | +10.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,835 | $1.25M | 0.01% | +15,835 | New |
| Midland Wealth Advisors LLC | 15,932 | $1.25M | 0.09% | +15,932 | New |
| Nordea Investment Management AB | 16,440 | $1.30M | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,546 | $1.30M | 0.03% | +557+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 16,932 | $1.33M | 0.00% | −2,133−11.2% | Reduced |
| Greenwood Capital Associates LLC | 17,068 | $1.34M | 0.17% | +116+0.7% | Added |
| GoalVest Advisory LLC | 17,071 | $1.34M | 0.59% | +1,156+7.3% | Added |
| Oregon Public Employees Retirement Fund | 17,132 | $1.35M | 0.02% | −12,816−42.8% | Reduced |
| Toroso Investments, LLC | 17,415 | $1.37M | 0.03% | −2,339−11.8% | Reduced |
| SG Americas Securities, LLC | 17,502 | $1.38M | 0.02% | +10,859+163.5% | Added |
| Cetera Advisor Networks LLC | 17,542 | $1.38M | 0.01% | −10,022−36.4% | Reduced |
| Kentucky Retirement Systems | 17,549 | $1.38M | 0.04% | −266−1.5% | Reduced |
| Montag A & Associates Inc | 17,596 | $1.38M | 0.08% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 17,948 | $1.41M | 0.13% | +17,948 | New |
| Schroder Investment Management Group | 18,355 | $1.44M | 0.00% | −14,564−44.2% | Reduced |
| Maryland State Retirement & Pension System | 18,456 | $1.45M | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 18,715 | $1.47M | 0.01% | +2,166+13.1% | Added |
| Janney Montgomery Scott LLC | 18,771 | $1.48M | 0.00% | +579+3.2% | Added |