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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 122 | $10.0K | 0.00% | +27+28.4% | Added |
| RFP Financial Group LLC | 126 | $9.91K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 124 | $9.76K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 118 | $9.28K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 117 | $9.21K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 115 | $9.05K | 0.00% | +115 | New |
| Moisand Fitzgerald Tamayo, LLC | 110 | $8.65K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 110 | $8.65K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 119 | $8.58K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 108 | $8.51K | 0.00% | +108 | New |
| Park Place Capital Corp | 108 | $8.50K | 0.00% | −44−28.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 103 | $8.10K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $7.95K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $7.87K | 0.00% | +100 | New |
| Eagle Bay Advisors LLC | 78 | $6.14K | 0.00% | −40−33.9% | Reduced |
| Pin Oak Investment Advisors Inc | 78 | $6.00K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 75 | $5.90K | 0.00% | +75 | New |
| McIlrath & Eck, LLC | 71 | $5.59K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $5.20K | 0.00% | +66 | New |
| Globeflex Capital L P | 63 | $4.96K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 46 | $3.62K | 0.00% | +46 | New |
| Versant Capital Management, Inc | 45 | $3.54K | 0.00% | +8+21.6% | Added |
| Guardian Wealth Management, Inc. | 41 | $3.26K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $3.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $3.23K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 38 | $2.99K | 0.00% | +38 | New |
| Prestige Wealth Management Group LLC | 34 | $2.67K | 0.00% | −8−19.0% | Reduced |
| Plato Investment Management Ltd | 34 | $2.67K | 0.00% | +34 | New |
| TFC Financial Management | 32 | $2.54K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $2.36K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 29 | $2.28K | 0.00% | −14−32.6% | Reduced |
| Carolinas Wealth Consulting LLC | 29 | $2.28K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 25 | $1.97K | 0.00% | +25 | New |
| West Paces Advisors Inc. | 24 | $1.89K | 0.00% | +5+26.3% | Added |
| Global Wealth Strategies & Associates | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $1.32K | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 18 | $1.30K | 0.00% | +18 | New |
| RIA Advisory Group LLC | 1,080,000 | $1.19K | 0.00% | +1,076,964+35,473.1% | Added |
| Wolff Wiese Magana LLC | 15 | $1.18K | 0.00% | +15 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $1.10K | 0.00% | −1−6.7% | Reduced |
| Larson Financial Group LLC | 13 | $1.06K | 0.00% | −4−23.5% | Reduced |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 11 | $873 | 0.00% | +11 | New |
| Aspect Partners, LLC | 11 | $865 | 0.00% | +11 | New |
| Cherry Tree Wealth Management, LLC | 8 | $630 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $472 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6 | $472 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $319 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 4 | $315 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4 | $315 | 0.00% | +4 | New |
| Baystate Wealth Management LLC | 1 | $138 | 0.00% | −29−96.7% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $86 | 0.00% | −34−97.1% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Gillson Capital LP | 0 | $0 | 0.00% | −322,491−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −173,335−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −73,220−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −59,776−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −41,833−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −34,468−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,580−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −25,916−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −21,725−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −20,532−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −20,081−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,861−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −13,542−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −13,210−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −12,115−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −11,208−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −10,389−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,649−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −9,355−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −8,928−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −8,002−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,842−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,128−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,378−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −6,333−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −5,922−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −5,732−100.0% | Sold out |
| Cedrus LLC | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −3,957−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Auxano Advisors, LLC | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| CRA Financial Services, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |