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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 12,885 | $1.01M | 0.06% | −8,505−39.8% | Reduced |
| Qsemble Capital Management, LP | 12,808 | $1.01M | 0.25% | +8,908+228.4% | Added |
| Adams Wealth Management | 12,764 | $1.00M | 0.30% | −476−3.6% | Reduced |
| iA Global Asset Management Inc. | 12,178 | $958.0K | 0.02% | +3,808+45.5% | Added |
| Glenmede Trust Co NA | 12,165 | $957.0K | 0.00% | +202+1.7% | Added |
| Thrivent Financial for Lutherans | 12,166 | $957.0K | 0.00% | +2,367+24.2% | Added |
| Umb Bank N A | 12,118 | $953.3K | 0.01% | −803−6.2% | Reduced |
| Kestra Advisory Services, LLC | 12,070 | $949.5K | 0.01% | −2,214−15.5% | Reduced |
| CWM, LLC | 11,941 | $939.0K | 0.01% | +1,606+15.5% | Added |
| Verdence Capital Advisors LLC | 11,776 | $926.4K | 0.09% | +153+1.3% | Added |
| New Mexico Educational Retirement Board | 11,754 | $925.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 11,588 | $911.6K | 0.10% | +445+4.0% | Added |
| LSV Asset Management | 11,500 | $905.0K | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 12,429 | $895.8K | 0.05% | 00.0% | Unchanged |
| Empowered Funds, LLC | 11,201 | $881.2K | 0.02% | +1,562+16.2% | Added |
| South Dakota Investment Council | 11,130 | $876.0K | 0.02% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 11,088 | $872.0K | 0.36% | +21+0.2% | Added |
| Park Edge Advisors, LLC | 10,891 | $856.8K | 0.30% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,875 | $855.5K | 0.00% | −565−4.9% | Reduced |
| Bayesian Capital Management, LP | 10,657 | $838.4K | 0.09% | +10,657 | New |
| 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 |
| Oppenheimer & Co Inc | 10,550 | $830.0K | 0.02% | −1,383−11.6% | Reduced |
| Sciencast Management LP | 10,342 | $813.6K | 0.44% | +2,742+36.1% | Added |
| E. Ohman J:or Asset Management AB | 10,300 | $810.3K | 0.03% | −1,600−13.4% | Reduced |
| PSI Advisors, LLC | 10,284 | $809.0K | 0.30% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,126 | $796.6K | 0.10% | −19−0.2% | Reduced |
| Two Sigma Securities, LLC | 10,052 | $790.8K | 0.04% | +3,673+57.6% | Added |
| Holderness Investments Co | 9,936 | $781.7K | 0.21% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 9,767 | $768.4K | 0.10% | +9,767 | New |
| Pinnacle Associates Ltd | 9,659 | $759.9K | 0.01% | −41−0.4% | Reduced |
| Basepoint Wealth LLC | 9,621 | $756.9K | 0.61% | +346+3.7% | Added |
| Cetera Advisors LLC | 9,513 | $748.4K | 0.01% | −195−2.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $748.2K | 0.05% | 00.0% | Unchanged |
| Rockland Trust Co | 9,234 | $726.4K | 0.04% | −3,778−29.0% | Reduced |
| Aviva PLC | 9,155 | $720.2K | 0.00% | −33,864−78.7% | Reduced |
| HighPoint Advisor Group LLC | 8,497 | $718.0K | 0.05% | +8,497 | New |
| Great Diamond Partners, LLC | 8,932 | $702.7K | 0.17% | −10,763−54.6% | Reduced |
| Metropolitan Life Insurance Co | 8,927 | $702.3K | 0.03% | −273−3.0% | Reduced |
| Plimoth Trust Co LLC | 8,878 | $698.4K | 0.20% | −655−6.9% | Reduced |
| United Capital Financial Advisers, LLC | 8,585 | $675.4K | 0.01% | +3,567+71.1% | Added |
| Petrus Trust Company, LTA | 8,411 | $661.7K | 0.06% | +4,665+124.5% | Added |
| Lion Street Advisors, LLC | 8,410 | $661.6K | 0.27% | −12−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,348 | $657.0K | 0.01% | −2,714−24.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,340 | $656.1K | 0.01% | +44+0.5% | Added |
| Fifth Third Bancorp | 8,302 | $653.1K | 0.00% | +791+10.5% | Added |
| Allworth Financial LP | 8,238 | $648.1K | 0.00% | −188−2.2% | Reduced |
| Empirical Finance, LLC | 8,221 | $646.7K | 0.05% | +13+0.2% | Added |
| Hartford Funds Management Co LLC | 8,209 | $645.8K | 0.06% | +3,731+83.3% | Added |
| City State Bank | 8,075 | $635.0K | 0.32% | +650+8.8% | Added |
| APG Asset Management N.V. | 8,775 | $624.9K | 0.00% | +128+1.5% | Added |
| Wolff Financial Management LLC | 7,815 | $615.0K | 0.19% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,814 | $614.7K | 0.04% | −140−1.8% | Reduced |
| Norinchukin Bank, The | 7,752 | $609.9K | 0.01% | −912−10.5% | Reduced |
| Gilbert & Cook, Inc. | 7,646 | $601.5K | 0.09% | −610−7.4% | Reduced |
| Wetherby Asset Management Inc | 7,628 | $600.1K | 0.03% | +278+3.8% | Added |
| Paradigm Financial Partners, LLC | 7,610 | $598.7K | 0.15% | −109−1.4% | Reduced |
| Vivid Wealth Management, LLC | 7,531 | $592.4K | 0.40% | +7,531 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,513 | $591.0K | 0.02% | −368−4.7% | Reduced |
| Metis Global Partners, LLC | 7,457 | $586.6K | 0.02% | −977−11.6% | Reduced |
| TownSquare Capital, LLC | 7,422 | $583.9K | 0.01% | +729+10.9% | Added |
| RSM US Wealth Management LLC | 7,265 | $571.5K | 0.02% | +1,961+37.0% | Added |
| Carret Asset Management, LLC | 7,191 | $565.7K | 0.07% | −100−1.4% | Reduced |
| Sunbelt Securities, Inc. | 7,120 | $560.2K | 0.07% | −223−3.0% | Reduced |
| Agf Management Ltd | 7,108 | $559.2K | 0.00% | −187−2.6% | Reduced |
| Vontobel Holding Ltd. | 7,076 | $556.7K | 0.00% | −1,212−14.6% | Reduced |
| Johnson Investment Counsel Inc | 6,945 | $546.4K | 0.01% | +47+0.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,943 | $546.2K | 0.01% | −76−1.1% | Reduced |
| IFP Advisors, Inc | 6,909 | $543.5K | 0.03% | +99+1.5% | Added |
| Mokosak Advisory Group, LLC | 6,876 | $541.0K | 0.19% | +116+1.7% | Added |
| Impax Asset Management Group plc | 6,867 | $540.2K | 0.00% | −11−0.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,817 | $536.3K | 0.22% | +20.0% | Added |
| Palisade Asset Management, LLC | 6,800 | $535.0K | 0.06% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,772 | $532.8K | 0.32% | −2,421−26.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,720 | $528.7K | 0.10% | +650+10.7% | Added |
| MAI Capital Management | 6,676 | $525.2K | 0.01% | +1,511+29.3% | Added |
| Impact Partnership Wealth, LLC | 6,570 | $516.9K | 0.19% | +6,570 | New |
| Greenleaf Trust | 6,563 | $516.3K | 0.01% | +66+1.0% | Added |
| Proequities, Inc. | 6,437 | $506.4K | 0.04% | −2,048−24.1% | Reduced |
| Forum Financial Management, LP | 6,429 | $505.8K | 0.01% | −450−6.5% | Reduced |
| Premier Path Wealth Partners, LLC | 6,388 | $502.5K | 0.11% | +6,388 | New |
| Merit Financial Group, LLC | 6,348 | $499.4K | 0.02% | −599−8.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,329 | $497.9K | 0.03% | +392+6.6% | Added |
| Venture Visionary Partners LLC | 6,252 | $491.9K | 0.03% | −559−8.2% | Reduced |
| Regions Financial Corp | 6,235 | $490.5K | 0.00% | −437−6.5% | Reduced |
| Credit Agricole S A | 6,206 | $488.2K | 0.01% | +4,113+196.5% | Added |
| Hilltop Holdings Inc. | 6,100 | $479.8K | 0.05% | +51+0.8% | Added |
| Prime Capital Investment Advisors, LLC | 6,069 | $477.5K | 0.01% | +547+9.9% | Added |
| Marquette Asset Management, LLC | 6,062 | $476.9K | 0.09% | −200−3.2% | Reduced |
| Capital Investment Advisors, LLC | 5,975 | $470.0K | 0.01% | +251+4.4% | Added |
| Equitable Holdings, Inc. | 5,859 | $460.9K | 0.01% | −131−2.2% | Reduced |
| Steele Capital Management, Inc. | 5,792 | $455.6K | 0.03% | +5,792 | New |
| FJ Investments, LLC | 5,700 | $448.4K | 0.02% | +5,700 | New |
| Bridgewater Associates, LP | 5,647 | $444.2K | 0.00% | −15,983−73.9% | Reduced |
| Investment Management Corp of Ontario | 5,620 | $442.1K | 0.01% | +5,620 | New |
| Nicolet Bankshares Inc | 5,618 | $442.0K | 0.12% | −190−3.3% | Reduced |
| Burney Co | 5,585 | $439.4K | 0.02% | −364−6.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,577 | $438.7K | 0.17% | −4,145−42.6% | Reduced |
| Csenge Advisory Group | 5,573 | $438.4K | 0.03% | −3,684−39.8% | Reduced |
| Farther Finance Advisors, LLC | 5,562 | $437.6K | 0.03% | +5,366+2,737.8% | Added |