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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 5,551 | $436.7K | 0.06% | −174−3.0% | Reduced |
| Coldstream Capital Management Inc | 5,494 | $432.2K | 0.01% | +126+2.3% | Added |
| Syon Capital LLC | 5,487 | $431.6K | 0.04% | +1,457+36.2% | Added |
| V-Square Quantitative Management LLC | 5,357 | $421.4K | 0.10% | +1,079+25.2% | Added |
| CWA Asset Management Group, LLC | 5,353 | $421.1K | 0.03% | −5−0.1% | Reduced |
| Waldron Private Wealth LLC | 5,334 | $419.6K | 0.02% | −45−0.8% | Reduced |
| GTS Securities LLC | 5,325 | $418.9K | 0.01% | +827+18.4% | Added |
| SageView Advisory Group, LLC | 5,154 | $416.2K | 0.02% | −3,200−38.3% | Reduced |
| My Legacy Advisors, LLC | 5,193 | $410.1K | 0.15% | +530+11.4% | Added |
| Benin Management CORP | 5,202 | $409.2K | 0.14% | +20.0% | 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 |
| Legacy Financial Advisors, Inc. | 5,154 | $405.5K | 0.08% | +188+3.8% | Added |
| Jacobi Capital Management LLC | 5,141 | $404.5K | 0.04% | +295+6.1% | Added |
| Independent Advisor Alliance | 5,130 | $403.6K | 0.01% | +524+11.4% | Added |
| Ieq Capital, LLC | 5,051 | $397.4K | 0.01% | −361−6.7% | Reduced |
| Apollon Wealth Management, LLC | 5,034 | $396.0K | 0.01% | +894+21.6% | Added |
| Romano Brothers and Company | 5,028 | $395.6K | 0.06% | −250−4.7% | Reduced |
| Sequoia Financial Advisors, LLC | 5,014 | $394.5K | 0.00% | +5,014 | New |
| CAPROCK Group, Inc. | 4,994 | $392.9K | 0.03% | +1,080+27.6% | Added |
| Erste Asset Management GmbH | 4,900 | $388.3K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,910 | $386.3K | 0.00% | −979−16.6% | Reduced |
| Veriti Management LLC | 4,890 | $384.7K | 0.03% | +1,873+62.1% | Added |
| Hancock Whitney Corp | 4,884 | $384.2K | 0.01% | −19,707−80.1% | Reduced |
| Wedbush Securities Inc | 4,821 | $379.0K | 0.02% | −371−7.1% | Reduced |
| Vestcor Inc | 4,703 | $370.0K | 0.01% | −78−1.6% | Reduced |
| Arete Wealth Advisors, LLC | 4,638 | $364.9K | 0.03% | +149+3.3% | Added |
| 180 Wealth Advisors, LLC | 4,549 | $359.9K | 0.07% | −430−8.6% | Reduced |
| Koshinski Asset Management, Inc. | 4,565 | $359.1K | 0.05% | +1,262+38.2% | Added |
| Blair William & Co | 4,563 | $359.0K | 0.00% | +269+6.3% | Added |
| Ellevest, Inc. | 4,554 | $358.3K | 0.02% | −90−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 4,551 | $358.1K | 0.00% | −376−7.6% | Reduced |
| Centennial Wealth Advisory LLC | 4,505 | $354.4K | 0.18% | −243−5.1% | Reduced |
| EHP Funds Inc. | 4,500 | $354.0K | 0.18% | +100+2.3% | Added |
| J. W. Coons Advisors, LLC | 4,495 | $353.6K | 0.10% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,487 | $353.0K | 0.01% | −279−5.9% | Reduced |
| Kinneret Advisory, LLC | 4,473 | $351.9K | 0.04% | −28−0.6% | Reduced |
| Resolute Wealth Strategies, LLC | 4,448 | $349.9K | 0.24% | −1,027−18.8% | Reduced |
| Gotham Asset Management, LLC | 4,440 | $349.3K | 0.01% | +4,440 | New |
| Nomura Holdings Inc | 4,420 | $347.7K | 0.00% | +4,420 | New |
| NorthRock Partners, LLC | 4,313 | $339.3K | 0.01% | +4,313 | New |
| Benjamin F. Edwards & Company, Inc. | 4,267 | $336.0K | 0.01% | +3,903+1,072.3% | Added |
| Bartlett & Co. Wealth Management LLC | 4,155 | $329.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,155 | $329.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,154 | $326.8K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,000 | $314.7K | 0.00% | −300−7.0% | Reduced |
| Boston Private Wealth LLC | 3,988 | $313.8K | 0.01% | +1,096+37.9% | Added |
| Sageworth Trust Co of South Dakota | 3,955 | $311.1K | 0.59% | −616−13.5% | Reduced |
| Harbor Capital Advisors, Inc. | 3,925 | $308.8K | 0.06% | +2+0.1% | Added |
| Robinson Smith Wealth Advisors LLC | 3,824 | $300.8K | 0.30% | +3,824 | New |
| Stratos Wealth Partners, LTD. | 3,800 | $299.0K | 0.01% | −584−13.3% | Reduced |
| Lake Street Advisors Group, LLC | 3,796 | $298.6K | 0.01% | +3,796 | New |
| Headlands Technologies LLC | 3,793 | $298.4K | 0.09% | +3,793 | New |
| 9258 Wealth Management, LLC | 3,783 | $297.6K | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,723 | $293.0K | 0.04% | −2,525−40.4% | Reduced |
| Farmers & Merchants Investments Inc | 3,696 | $290.8K | 0.01% | −812−18.0% | Reduced |
| DoubleLine ETF Adviser LP | 3,680 | $289.5K | 0.08% | +256+7.5% | Added |
| Iron Horse Wealth Management, LLC | 3,629 | $285.5K | 0.12% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,613 | $284.2K | 0.20% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,600 | $283.2K | 0.02% | +3,600 | New |
| Cornercap Investment Counsel Inc | 3,535 | $278.1K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 3,534 | $278.0K | 0.00% | +67+1.9% | Added |
| Raymond James Trust N.A. | 3,481 | $273.9K | 0.01% | −154−4.2% | Reduced |
| Archer Investment Corp | 3,479 | $273.7K | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,470 | $273.0K | 0.02% | +3,470 | New |
| StrategIQ Financial Group, LLC | 3,441 | $270.7K | 0.03% | −33−0.9% | Reduced |
| Garda Capital Partners LP | 3,434 | $270.2K | 0.14% | −4,450−56.4% | Reduced |
| Renaissance Group LLC | 3,437 | $269.7K | 0.01% | +45+1.3% | Added |
| Symmetry Partners, LLC | 3,395 | $269.0K | 0.01% | −1,687−33.2% | Reduced |
| Bessemer Group Inc | 3,385 | $266.0K | 0.00% | −2,101−38.3% | Reduced |
| HBK Sorce Advisory LLC | 3,356 | $264.0K | 0.01% | −789−19.0% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $262.1K | 0.19% | +3,332 | New |
| Nilsine Partners, LLC | 3,287 | $258.6K | 0.04% | +307+10.3% | Added |
| Rothschild Investment LLC | 3,264 | $256.8K | 0.02% | +3,264 | New |
| First Citizens Financial Corp | 3,261 | $256.5K | 0.16% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,235 | $254.5K | 0.05% | +220+7.3% | Added |
| Horizon Investments, LLC | 3,188 | $250.8K | 0.01% | +53+1.7% | Added |
| Profund Advisors LLC | 3,169 | $249.3K | 0.01% | +3,169 | New |
| Y-Intercept (Hong Kong) Ltd | 3,164 | $248.9K | 0.02% | −8,344−72.5% | Reduced |
| Chesley Taft & Associates LLC | 3,154 | $248.1K | 0.01% | −114−3.5% | Reduced |
| Colony Group, LLC | 3,148 | $248.0K | 0.00% | +3,148 | New |
| Legacy Bridge, LLC | 3,145 | $247.4K | 0.16% | −750−19.3% | Reduced |
| Graham Capital Management, L.P. | 3,130 | $246.2K | 0.01% | −5,632−64.3% | Reduced |
| Kinloch Capital, LLC | 3,130 | $246.2K | 0.16% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,128 | $246.1K | 0.01% | −2,422−43.6% | Reduced |
| Belpointe Asset Management LLC | 3,123 | $245.7K | 0.02% | +3,123 | New |
| We Are One Seven, LLC | 3,116 | $245.2K | 0.01% | +3,116 | New |
| NEOS Investment Management LLC | 3,115 | $245.1K | 0.02% | +3,115 | New |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $241.6K | 0.11% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,070 | $241.5K | 0.12% | +3,070 | New |
| Acropolis Investment Management, LLC | 3,064 | $241.0K | 0.02% | −1,875−38.0% | Reduced |
| GWM Advisors LLC | 3,063 | $241.0K | 0.00% | −2,813−47.9% | Reduced |
| Central Trust Co | 3,028 | $238.2K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,019 | $237.5K | 0.01% | +84+2.9% | Added |
| HB Wealth Management, LLC | 3,015 | $237.2K | 0.00% | −1,846−38.0% | Reduced |
| Security National Bank of So Dak | 3,000 | $236.0K | 0.16% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $236.0K | 0.10% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,975 | $234.0K | 0.04% | −845−22.1% | Reduced |
| Northern Oak Wealth Management Inc | 2,942 | $231.4K | 0.03% | −366−11.1% | Reduced |
| Pitcairn Co | 2,934 | $230.8K | 0.02% | −805−21.5% | Reduced |