Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding Principal Financial Group Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of PFG: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders75710765+18
Shares169.2M15.4K167.1M−2.07M (−1.2%)
Value$13.2B$1.22M$14.4B+$1.18B (+8.9%)

10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (82)

Institutions that held Principal Financial Group Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to PFG in Q1 2024
InstitutionSharesValue% of portfolio
Danske Bank A/S95,503$8.24M0.03%
Holocene Advisors, LP94,584$8.16M0.03%
Resona Asset Management Co.,Ltd.80,300$6.93M0.04%
Interval Partners, LP73,190$6.32M0.24%
Azimuth Capital Investment Management LLC60,810$5.25M0.22%
Point72 (DIFC) Ltd34,508$2.98M0.23%
Mirabella Financial Services LLP31,300$2.70M0.20%
Lighthouse Investment Partners, LLC25,122$2.17M0.13%
PEAK6 Investments LLC21,380$1.85M0.09%
Seven Eight Capital, LP19,287$1.66M0.17%
Quantitative Investment Management, LLC17,475$1.51M0.09%
Catalyst Funds Management Pty Ltd14,900$1.29M0.36%
Axq Capital, LP13,787$1.19M0.29%
Quantbot Technologies LP12,706$1.10M0.06%
Lloyd Advisory Services, LLC.11,065$955.1K0.20%
BBR Partners, LLC11,000$949.4K0.08%
Legacy Financial Group LLC8,319$718.0K0.15%
Laurion Capital Management LP8,161$704.4K0.02%
Vinva Investment Management Ltd7,874$679.6K0.04%
Walleye Capital LLC7,770$670.6K0.01%
OmniStar Financial Group, Inc.7,379$636.9K0.58%
Prana Capital Management, LP7,364$635.6K0.03%
Hillsdale Investment Management Inc.7,160$618.0K0.05%
Hilltop National Bank6,299$543.7K0.18%
Sherbrooke Park Advisers LLC6,129$529.0K0.10%
Heartland Bank & Trust Co5,262$454.2K0.26%
Simplicity Wealth,LLC5,161$445.5K0.01%
Lido Advisors, LLC4,713$406.8K0.00%
Buckingham Strategic Partners4,654$401.8K0.01%
Simplex Trading, LLC4,477$386.0K0.01%
International Private Wealth Advisors LLC3,905$337.1K0.65%
Regal Investment Advisors LLC3,734$322.3K0.02%
Warren Averett Asset Management, LLC3,708$320.1K0.01%
Fullerton Fund Management Co Ltd.3,689$318.4K0.02%
Lombard Odier Asset Management (Switzerland) SA3,228$278.6K0.02%
Longfellow Investment Management Co LLC2,960$255.5K0.06%
Blueshift Asset Management, LLC2,890$249.4K0.13%
Valeo Financial Advisors, LLC3,029$248.9K0.01%
Seeds Investor LLC2,852$246.2K0.23%
CIBC World Markets Inc.2,811$243.0K0.00%
Mutual Advisors, LLC2,795$241.2K0.01%
Advisory Alpha, LLC2,742$236.7K0.01%
CIBC Private Wealth Group, LLC2,612$224.7K0.00%
Aptus Capital Advisors, LLC2,579$222.6K0.00%
Geller Advisors LLC2,516$217.2K0.02%
Graypoint LLC2,514$217.0K0.02%
NJ State Employees Deferred Compensation Plan2,500$215.8K0.03%
S&CO Inc2,500$215.0K0.02%
Wolverine Trading, LLC2,479$214.0K0.00%
Cigna Investments Inc2,456$212.0K0.04%
Leavell Investment Management, Inc.2,456$212.0K0.01%
Axxcess Wealth Management, LLC2,435$210.2K0.01%
Integrated Wealth Concepts LLC2,424$209.2K0.00%
Wedmont Private Capital2,526$209.2K0.02%
Hunter Associates Investment Management LLC2,411$208.0K0.03%
Vantage Consulting Group Inc2,378$205.2K0.13%
Systematic Portfolios LLC2,374$204.9K0.70%
Eads & Heald Wealth Management2,326$201.0K0.09%
Auxier Asset Management2,322$200.4K0.03%
Group One Trading, L.P.2,000$172.6K0.01%
Mather Group, LLC.2,117$166.6K0.00%
Bokf, NA1,750$150.5K0.00%
CoreCap Advisors, LLC1,102$95.1K0.01%
WR Wealth Planners, LLC626$54.0K0.02%
Colonial Trust Co516$44.4K0.01%
Fernwood Investment Management, LLC500$43.2K0.01%
Riverview Trust Co396$34.2K0.03%
Independence Bank of Kentucky280$24.2K0.01%
New Covenant Trust Company, N.A.200$17.3K0.02%
Union Savings Bank195$16.8K0.01%
Gilliland Jeter Wealth Management LLC131$11.3K0.00%
Exchange Traded Concepts, LLC108$9.32K0.00%
Westend Capital Management, LLC80$6.91K0.00%
Crewe Advisors LLC61$5.26K0.00%
FWL Investment Management, LLC40$3.45K0.00%
LRI Investments, LLC26$2.24K0.00%
Horizon Financial Services, LLC14$1.21K0.00%
Jamison Private Wealth Management, Inc.10$8640.00%
NVWM, LLC5$4320.00%
Sofos Investments, Inc.3$2700.00%
Annis Gardner Whiting Capital Advisors, LLC3$2590.00%
WestEnd Advisors, LLC1$860.00%

Sold out (64)

Institutions that held Principal Financial Group Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of PFG in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Balyasny Asset Management LLC1,397,497$109.9M
CBOE Vest Financial, LLC167,313$13.2M
Adage Capital Partners GP, L.L.C.63,100$4.96M
Teza Capital Management LLC53,007$4.17M
Point72 Middle East FZE49,172$3.87M
Caisse de Depot Et Placement du Quebec45,857$3.61M
Aquatic Capital Management LLC29,300$2.31M
Hennessy Advisors Inc28,900$2.27M
Point72 Hong Kong Ltd25,665$2.02M
Numerai GP LLC24,255$1.91M
Point72 Europe (London) LLP23,913$1.88M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH21,193$1.67M
Occudo Quantitative Strategies LP19,218$1.51M
Ontario Teachers Pension Plan Board18,800$1.48M
Eisler Capital (UK) Ltd.17,948$1.41M
Cetera Advisor Networks LLC17,542$1.38M
Connor, Clark & Lunn Investment Management Ltd.15,835$1.25M
Bayesian Capital Management, LP10,657$838.4K
Meiji Yasuda Life Insurance Co10,610$834.7K
Two Sigma Securities, LLC10,052$790.8K
Cetera Advisors LLC9,513$748.4K
Agf Management Ltd7,108$559.2K
Johnson Investment Counsel Inc6,945$546.4K
Impax Asset Management Group plc6,867$540.2K
Impact Partnership Wealth, LLC6,570$516.9K
FJ Investments, LLC5,700$448.4K
GTS Securities LLC5,325$418.9K
SageView Advisory Group, LLC5,154$416.2K
Arete Wealth Advisors, LLC4,638$364.9K
EHP Funds Inc.4,500$354.0K
J. W. Coons Advisors, LLC4,495$353.6K
Kingsview Wealth Management, LLC4,487$353.0K
Gotham Asset Management, LLC4,440$349.3K
Nomura Holdings Inc4,420$347.7K
WESPAC Advisors, LLC3,613$284.2K
Garda Capital Partners LP3,434$270.2K
Balentine LLC2,787$219.3K
Western Wealth Management, LLC2,675$210.5K
EntryPoint Capital, LLC1,740$136.9K
McGlone Suttner Wealth Management, Inc.1,439$113.2K
Abich Financial Wealth Management LLC834$65.6K
Fairfield, Bush & Co.700$55.1K
Systematic Alpha Investments, LLC700$55.1K
American State Bank (Iowa)614$48.3K
DAGCO, Inc.528$41.5K
Lee Financial Co507$39.9K
Glassman Wealth Services493$38.8K
O'Dell Group, LLC465$36.6K
EdgeRock Capital LLC403$31.5K
Annapolis Financial Services, LLC379$29.8K
Thompson Siegel & Walmsley LLC300$24.0K
Tradition Wealth Management, LLC291$23.0K
Rockbridge Investment Management, LCC258$20.3K
Tennessee Valley Asset Management Partners204$16.0K
BKM Wealth Management, LLC200$15.7K
Quarry LP183$14.4K
Team Financial Group, LLC163$12.8K
Heritage Wealth Advisors150$11.8K
Park Place Capital Corp108$8.50K
Turtle Creek Wealth Advisors, LLC38$2.99K
Arlington Trust Co LLC25$1.97K
Pineridge Advisors LLC11$873
Evermay Wealth Management LLC4$315
Clear Street Markets LLC1$0

Not filed for Q1 2024 yet (10)

Institutions that held Principal Financial Group Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Sawtooth Solutions, LLC5,157$405.7K
Bartlett & Co. LLC4,155$329.0K
StrategIQ Financial Group, LLC3,441$270.7K
Desjardins Global Asset Management Inc.1,388$109.2K
Neo Ivy Capital Management402$32.0K
DB Wealth Management Group, LLC377$29.7K
Strategic Investment Solutions, Inc.189$14.9K
Hobbs Group Advisors, LLC172$13.5K
Coppell Advisory Solutions LLC146$11.5K
Baystate Wealth Management LLC1$138