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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.

Institutional holdersQ4 2023: 757 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ4 2023: $13.2B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$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.

Institutions holding PFG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.628$49.4K0.00%00.0%Unchanged
Venturi Wealth Management, LLC615$48.4K0.00%+90+17.1%Added
American State Bank (Iowa)614$48.3K0.03%+131+27.1%Added
Parkside Financial Bank & Trust603$47.4K0.01%−71−10.5%Reduced
Winch Advisory Services, LLC598$47.0K0.02%−56−8.6%Reduced
Hazlett, Burt & Watson, Inc.583$46.0K0.03%00.0%Unchanged
Sit Investment Associates Inc575$45.0K0.00%00.0%Unchanged
First Pacific Financial564$44.4K0.01%+269+91.2%Added
Rakuten Investment Management, Inc.558$44.2K0.00%+558New
Concord Wealth Partners554$43.6K0.01%−2,800−83.5%Reduced
Private Ocean, LLC554$43.6K0.00%00.0%Unchanged
Hexagon Capital Partners LLC547$43.0K0.01%−27−4.7%Reduced
Stilwell Value LLC547$43.0K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC546$43.0K0.00%−77−12.4%Reduced
DAGCO, Inc.528$41.5K0.04%+528New
Dynamic Wealth Strategies, LLC528$41.5K0.04%+528New
Anchor Investment Management, LLC514$40.4K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.509$40.1K0.00%00.0%Unchanged
Lee Financial Co507$39.9K0.01%+52+11.4%Added
Truvestments Capital LLC500$39.3K0.02%00.0%Unchanged
Global Financial Private Client, LLC500$39.3K0.02%00.0%Unchanged
PrairieView Partners, LLC499$39.0K0.00%+499New
Motco494$38.9K0.00%00.0%Unchanged
Glassman Wealth Services493$38.8K0.01%00.0%Unchanged
St Germain D J Co Inc489$38.5K0.00%+250+104.6%Added
Deseret Mutual Benefit Administrators479$37.7K0.02%−142−22.9%Reduced
O'Dell Group, LLC465$36.6K0.01%+465New
Asset Dedication, LLC453$36.0K0.00%00.0%Unchanged
Paladin Advisory Group, LLC449$35.3K0.03%00.0%Unchanged
Bell Investment Advisors, Inc449$35.3K0.01%+7+1.6%Added
Leonteq Securities AG436$34.3K0.00%+436New
Newbridge Financial Services Group, Inc.418$32.9K0.02%+418New
Brown, Lisle/Cummings, Inc.416$32.7K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC415$32.6K0.01%00.0%Unchanged
Neo Ivy Capital Management402$32.0K0.07%−12,926−97.0%Reduced
GPS Wealth Strategies Group, LLC404$31.8K0.01%00.0%Unchanged
EdgeRock Capital LLC403$31.5K0.02%+403New
WFA Asset Management Corp397$31.2K0.02%+6+1.5%Added
Planning Capital Management Corp396$31.2K0.02%+396New
Miller Wealth Advisors, LLC396$31.2K0.02%00.0%Unchanged
MCF Advisors LLC394$31.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC379$29.8K0.01%00.0%Unchanged
DB Wealth Management Group, LLC377$29.7K0.02%00.0%Unchanged
Riggs Asset Managment Co. Inc.372$29.3K0.01%00.0%Unchanged
Spire Wealth Management373$29.2K0.00%+225+152.0%Added
Toth Financial Advisory Corp365$28.7K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC364$28.6K0.01%00.0%Unchanged
Massmutual Trust Co FSB342$26.9K0.00%−70−17.0%Reduced
First Horizon Advisors, Inc.342$26.9K0.00%−106−23.7%Reduced
Providence Capital Advisors, LLC320$25.2K0.01%00.0%Unchanged
Financial Perspectives, Inc314$24.7K0.01%00.0%Unchanged
HighMark Wealth Management LLC310$24.4K0.02%00.0%Unchanged
Bogart Wealth, LLC308$24.2K0.00%+8+2.7%Added
Cullen/Frost Bankers, Inc.306$24.1K0.00%−304−49.8%Reduced
RE Dickinson Investment Advisors, LLC741$24.0K0.02%+68+10.1%Added
Thompson Siegel & Walmsley LLC300$24.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC304$23.9K0.02%+304New
Old Second National Bank of Aurora300$23.6K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC300$23.6K0.01%+300New
Halpern Financial, Inc.296$23.3K0.01%00.0%Unchanged
Advantage Trust Co293$23.1K0.02%+293New
Tradition Wealth Management, LLC291$23.0K0.00%+10+3.6%Added
Brown Brothers Harriman & Co289$22.7K0.00%−22−7.1%Reduced
Pflug Koory, LLC285$22.4K0.01%00.0%Unchanged
North Star Investment Management Corp.277$21.8K0.00%+265+2,208.3%Added
Hoertkorn Richard Charles272$21.4K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC259$20.4K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC258$20.3K0.00%+258New
Private Trust Co NA250$19.7K0.00%+33+15.2%Added
Lazard Asset Management LLC246$19.0K0.00%+6+2.5%Added
Caldwell Trust Co235$18.5K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.226$17.8K0.00%−158−41.1%Reduced
Cassady Schiller Wealth Management, LLC225$17.7K0.01%00.0%Unchanged
Salem Investment Counselors Inc223$17.5K0.00%+223New
Bruce G. Allen Investments, LLC221$17.4K0.02%+221New
Key Financial Inc219$17.2K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC211$16.6K0.01%00.0%Unchanged
Tennessee Valley Asset Management Partners204$16.0K0.00%+204New
Financial Management Professionals, Inc.199$16.0K0.00%00.0%Unchanged
BKM Wealth Management, LLC200$15.7K0.01%+200New
Smithfield Trust Co190$15.0K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.189$14.9K0.00%+189New
Quarry LP183$14.4K0.01%+183New
NBC Securities, Inc.190$14.0K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.172$14.0K0.01%+172New
Investors Research Corp173$13.6K0.00%+47+37.3%Added
Hobbs Group Advisors, LLC172$13.5K0.01%+172New
Smartleaf Asset Management LLC168$13.3K0.00%+168New
Creative Financial Designs Inc166$13.1K0.00%00.0%Unchanged
Zions Bancorporation, N.A.165$13.0K0.00%00.0%Unchanged
Team Financial Group, LLC163$12.8K0.01%+3+1.9%Added
Private Wealth Management Group, LLC161$12.7K0.01%+161New
Peregrine Capital Management LLC160$12.6K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.112$11.9K0.00%00.0%Unchanged
CoreFirst Bank & Trust150$11.8K0.01%−47−23.9%Reduced
Heritage Wealth Advisors150$11.8K0.00%+150New
Lindbrook Capital, LLC148$11.6K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC146$11.5K0.00%+24+19.7%Added
Beacon Capital Management, LLC159$11.5K0.00%00.0%Unchanged
Center for Financial Planning, Inc.144$11.3K0.00%00.0%Unchanged