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, Q1 2024
Institutional positions in Principal Financial Group Inc as of Mar 31, 2024. 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
- 765
- +18 vs. Q4 2023
- Shares held
- 167.1M
- −2.07M (−1.2%) vs. Q4 2023
- Total value
- $14.4B
- +$1.18B (+8.9%) vs. Q4 2023
- New holders
- 82
- 252 more added
- Sold out
- 64
- 271 more reduced
10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $86 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2 | $173 | 0.00% | −124−98.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $259 | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $266 | 0.00% | −1−25.0% | Reduced |
| Sofos Investments, Inc. | 3 | $270 | 0.00% | +3 | New |
| JJJ Advisors Inc. | 4 | $346 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $430 | 0.00% | −1−16.7% | Reduced |
| NVWM, LLC | 5 | $432 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $518 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $691 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10 | $864 | 0.00% | +10 | New |
| Aspect Partners, LLC | 11 | $949 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −999−98.2% | Reduced |
| Larson Financial Group LLC | 14 | $1.17K | 0.00% | +1+7.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 14 | $1.21K | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $1.64K | 0.00% | −5−20.8% | Reduced |
| Dunhill Financial, LLC | 20 | $1.72K | 0.00% | +3+17.6% | Added |
| Global Wealth Strategies & Associates | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 23 | $1.95K | 0.00% | −18−43.9% | Reduced |
| Valued Wealth Advisors LLC | 23 | $1.99K | 0.00% | +5+27.8% | Added |
| Avion Wealth | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 26 | $2.24K | 0.00% | +26 | New |
| Carolinas Wealth Consulting LLC | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $2.87K | 0.00% | +1+3.1% | Added |
| Prestige Wealth Management Group LLC | 34 | $2.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $2.94K | 0.00% | +5+17.2% | Added |
| Lazard Asset Management LLC | 43 | $3.00K | 0.00% | −203−82.5% | Reduced |
| FWL Investment Management, LLC | 40 | $3.45K | 0.00% | +40 | New |
| Abound Wealth Management | 41 | $3.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $3.54K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $3.80K | 0.00% | −3,435−98.7% | Reduced |
| Versant Capital Management, Inc | 45 | $3.88K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 46 | $3.96K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 61 | $5.26K | 0.00% | +61 | New |
| Globeflex Capital L P | 63 | $5.44K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $5.70K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $6.13K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 78 | $6.73K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 80 | $6.91K | 0.00% | +80 | New |
| Financial Management Professionals, Inc. | 76 | $7.00K | 0.00% | −123−61.8% | Reduced |
| Pin Oak Investment Advisors Inc | 78 | $7.00K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $8.63K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $8.63K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $8.72K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 103 | $8.89K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 115 | $9.05K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 108 | $9.32K | 0.00% | +108 | New |
| Tucker Asset Management LLC | 109 | $9.41K | 0.00% | +91+505.6% | Added |
| REAP Financial Group, LLC | 109 | $9.41K | 0.00% | +1+0.9% | Added |
| Peoples Bank | 110 | $9.49K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $9.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 121 | $9.83K | 0.00% | +21+21.0% | Added |
| Ritter Daniher Financial Advisory LLC | 117 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 118 | $10.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 122 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 131 | $11.3K | 0.00% | +131 | New |
| Raleigh Capital Management Inc. | 135 | $11.7K | 0.01% | +60+80.0% | Added |
| First Financial Corp | 140 | $12.1K | 0.01% | −815−85.3% | Reduced |
| Creative Financial Designs Inc | 145 | $12.5K | 0.00% | −21−12.7% | Reduced |
| Lindbrook Capital, LLC | 148 | $12.8K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 150 | $12.9K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 112 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 172 | $13.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 159 | $13.7K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $13.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 161 | $13.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 165 | $14.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 173 | $14.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 181 | $15.6K | 0.03% | −603−76.9% | Reduced |
| Smithfield Trust Co | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 195 | $16.8K | 0.00% | −64−24.7% | Reduced |
| Union Savings Bank | 195 | $16.8K | 0.01% | +195 | New |
| New Covenant Trust Company, N.A. | 200 | $17.3K | 0.02% | +200 | New |
| Rocky Mountain Advisers, LLC | 211 | $18.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 221 | $19.1K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 223 | $19.2K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 225 | $19.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 226 | $19.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 235 | $20.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 250 | $21.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 260 | $22.4K | 0.00% | −46−15.0% | Reduced |
| Brown Brothers Harriman & Co | 262 | $22.6K | 0.00% | −27−9.3% | Reduced |
| SRS Capital Advisors, Inc. | 262 | $22.7K | 0.00% | −247−48.5% | Reduced |
| Center for Financial Planning, Inc. | 264 | $22.8K | 0.00% | +120+83.3% | Added |
| Hoertkorn Richard Charles | 272 | $23.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 277 | $23.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 280 | $24.2K | 0.01% | +280 | New |
| First Horizon Advisors, Inc. | 282 | $24.3K | 0.00% | −60−17.5% | Reduced |
| Pflug Koory, LLC | 285 | $24.6K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 293 | $25.3K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 296 | $25.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 295 | $25.5K | 0.01% | −269−47.7% | Reduced |
| Bogart Wealth, LLC | 300 | $25.9K | 0.00% | −8−2.6% | Reduced |