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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 2,933 | $230.7K | 0.02% | −603−17.1% | Reduced |
| Park National Corp | 2,917 | $229.5K | 0.01% | −138−4.5% | Reduced |
| Northwest Wealth Management, LLC | 2,906 | $228.6K | 0.07% | −123−4.1% | Reduced |
| Brevan Howard Capital Management LP | 2,874 | $226.1K | 0.02% | +2,874 | New |
| Old National Bancorp | 2,872 | $225.9K | 0.01% | −8,063−73.7% | Reduced |
| Fox Run Management, L.L.C. | 2,864 | $225.3K | 0.06% | −8,068−73.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,858 | $224.8K | 0.01% | +27+1.0% | Added |
| Ballentine Partners, LLC | 2,813 | $221.3K | 0.00% | +2,813 | New |
| Lincoln National Corp | 2,803 | $220.5K | 0.00% | −199−6.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,796 | $220.0K | 0.02% | −107−3.7% | Reduced |
| Security National Bank | 2,795 | $219.9K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,787 | $219.3K | 0.01% | −407−12.7% | Reduced |
| Balentine LLC | 2,787 | $219.3K | 0.01% | −2,363−45.9% | Reduced |
| Brighton Jones LLC | 2,773 | $218.1K | 0.01% | +2,773 | New |
| Signaturefd, LLC | 2,747 | $216.1K | 0.00% | −263−8.7% | Reduced |
| Westmount Partners, LLC | 2,687 | $211.4K | 0.09% | +2,687 | New |
| UniSuper Management Pty Ltd | 2,684 | $211.2K | 0.00% | +884+49.1% | Added |
| Trust Asset Management LLC | 2,678 | $210.7K | 0.02% | +2,678 | New |
| Western Wealth Management, LLC | 2,675 | $210.5K | 0.02% | −508−16.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,671 | $210.1K | 0.05% | +2,671 | New |
| Commons Capital, LLC | 2,625 | $206.5K | 0.33% | +2,625 | New |
| Shepherd Financial Partners LLC | 2,608 | $205.2K | 0.03% | +2,608 | New |
| Prossimo Advisors, LLC | 2,588 | $204.0K | 0.43% | −651−20.1% | Reduced |
| Sageworth Trust Co | 2,577 | $202.7K | 0.01% | +2,577 | New |
| Robertson Stephens Wealth Management, LLC | 2,564 | $201.7K | 0.01% | +2,564 | New |
| Resurgent Financial Advisors LLC | 2,532 | $199.2K | 0.12% | −158−5.9% | Reduced |
| Whittier Trust Co | 2,500 | $196.7K | 0.00% | −41−1.6% | Reduced |
| TSFG, LLC | 2,479 | $195.0K | 0.06% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 2,462 | $193.7K | 0.04% | −53−2.1% | Reduced |
| VisionPoint Advisory Group, LLC | 2,462 | $193.7K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,023 | $159.2K | 0.01% | +394+24.2% | Added |
| Huntington National Bank | 2,014 | $158.4K | 0.00% | +136+7.2% | Added |
| Quadrant Capital Group LLC | 1,988 | $156.4K | 0.01% | −131−6.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,943 | $152.9K | 0.00% | +1,775+1,056.5% | Added |
| Atlas Capital Advisors LLC | 1,886 | $148.4K | 0.02% | −594−24.0% | Reduced |
| Denali Advisors LLC | 1,848 | $145.4K | 0.04% | +1,032+126.5% | Added |
| Principal Securities, Inc. | 1,822 | $143.3K | 0.01% | +1,822 | New |
| Silvant Capital Management LLC | 1,747 | $137.4K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,745 | $137.3K | 0.00% | −16,571−90.5% | Reduced |
| EntryPoint Capital, LLC | 1,740 | $136.9K | 0.13% | +1,740 | New |
| GAMMA Investing LLC | 1,658 | $131.1K | 0.04% | +1,658 | New |
| Parallel Advisors, LLC | 1,660 | $130.6K | 0.00% | −216−11.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,576 | $124.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,532 | $120.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,506 | $118.5K | 0.02% | −771−33.9% | Reduced |
| TD Private Client Wealth LLC | 1,488 | $117.1K | 0.00% | +111+8.1% | Added |
| Westpac Banking Corp | 1,471 | $115.7K | 0.01% | +551+59.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,439 | $113.2K | 0.02% | +1,439 | New |
| Hills Bank & Trust Co | 1,402 | $110.3K | 0.01% | −150−9.7% | Reduced |
| Richardson Financial Services Inc. | 1,400 | $110.1K | 0.10% | +1,400 | New |
| Laffer Tengler Investments | 1,392 | $109.5K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,388 | $109.2K | 0.01% | −5,800−80.7% | Reduced |
| Capital Analysts, LLC | 1,382 | $109.0K | 0.01% | −66−4.6% | Reduced |
| TCTC Holdings, LLC | 1,380 | $108.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,369 | $107.7K | 0.01% | −9−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,348 | $106.0K | 0.01% | −11−0.8% | Reduced |
| GeoWealth Management, LLC | 1,348 | $106.0K | 0.01% | +1,348 | New |
| Covestor Ltd | 1,265 | $100.0K | 0.07% | +263+26.2% | Added |
| Capital Advisors, Ltd. LLC | 1,226 | $96.0K | 0.01% | +24+2.0% | Added |
| Clarity Asset Management, Inc. | 1,210 | $95.2K | 0.08% | +1,210 | New |
| Assetmark, Inc | 1,206 | $94.9K | 0.00% | −476,983−99.7% | Reduced |
| Quent Capital, LLC | 1,185 | $93.2K | 0.01% | +159+15.5% | Added |
| Global Retirement Partners, LLC | 1,093 | $85.4K | 0.00% | −112−9.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,082 | $85.1K | 0.01% | +541+100.0% | Added |
| Manchester Capital Management LLC | 1,041 | $81.9K | 0.01% | +40+4.0% | Added |
| Duncker Streett & Co Inc | 1,010 | $79.5K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,010 | $79.5K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,017 | $79.0K | 0.00% | −232−18.6% | Reduced |
| Pingora Partners LLC | 1,000 | $78.7K | 0.07% | +1,000 | New |
| Ronald Blue Trust, Inc. | 1,080 | $78.0K | 0.00% | +367+51.5% | Added |
| MV Capital Management, Inc. | 973 | $76.5K | 0.01% | +27+2.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $75.1K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 955 | $75.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $74.8K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 925 | $72.8K | 0.01% | +925 | New |
| Fortis Group Advisors, LLC | 916 | $72.1K | 0.02% | +458+100.0% | Added |
| Geneos Wealth Management Inc. | 903 | $71.0K | 0.00% | −400−30.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 887 | $69.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 880 | $69.2K | 0.01% | +880 | New |
| Abich Financial Wealth Management LLC | 834 | $65.6K | 0.06% | +834 | New |
| Johnson Financial Group, Inc. | 804 | $63.3K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 790 | $62.0K | 0.05% | +14+1.8% | Added |
| ORG Partners LLC | 784 | $61.7K | 0.01% | +3+0.4% | Added |
| Tobam | 745 | $59.0K | 0.01% | −1,424−65.7% | Reduced |
| Valley National Advisers Inc | 756 | $59.0K | 0.01% | +200+36.0% | Added |
| Clearstead Advisors, LLC | 736 | $57.9K | 0.00% | +17+2.4% | Added |
| Stephens Consulting, LLC | 725 | $57.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 719 | $56.6K | 0.00% | +629+698.9% | Added |
| Capstone Investment Advisors, LLC | 704 | $55.4K | 0.00% | +704 | New |
| EverSource Wealth Advisors, LLC | 702 | $55.2K | 0.01% | +49+7.5% | Added |
| Godsey & Gibb Associates | 700 | $55.1K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 700 | $55.1K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 700 | $55.1K | 0.03% | +700 | New |
| Oliver Lagore Vanvalin Investment Group | 676 | $53.2K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 670 | $53.0K | 0.01% | +498+289.5% | Added |
| FinTrust Capital Advisors, LLC | 665 | $52.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 659 | $51.8K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 653 | $51.4K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 644 | $50.6K | 0.00% | −127−16.5% | Reduced |
| Harvest Fund Management Co., Ltd | 775 | $50.0K | 0.01% | 00.0% | Unchanged |