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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 300 | $25.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 300 | $25.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 304 | $26.2K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $26.8K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 314 | $27.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 315 | $27.2K | 0.00% | −1,173−78.8% | Reduced |
| Providence Capital Advisors, LLC | 320 | $27.6K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 364 | $31.4K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $31.5K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 372 | $32.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 376 | $32.5K | 0.00% | +3+0.8% | Added |
| Massmutual Trust Co FSB | 394 | $34.0K | 0.00% | +52+15.2% | Added |
| MCF Advisors LLC | 394 | $34.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $34.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $34.2K | 0.03% | +396 | New |
| Planning Capital Management Corp | 396 | $34.2K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 404 | $34.9K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 415 | $35.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $35.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 418 | $36.1K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 436 | $37.6K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $38.6K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 449 | $38.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 453 | $39.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $39.5K | 0.01% | −458−50.0% | Reduced |
| Jones Financial Companies LLLP | 462 | $39.9K | 0.00% | +338+272.6% | Added |
| St Germain D J Co Inc | 489 | $42.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 494 | $42.6K | 0.00% | −586−54.3% | Reduced |
| Motco | 494 | $42.6K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 499 | $43.1K | 0.00% | +380+319.3% | Added |
| Truvestments Capital LLC | 500 | $43.2K | 0.02% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 500 | $43.2K | 0.01% | +500 | New |
| Hexagon Capital Partners LLC | 506 | $43.7K | 0.01% | −41−7.5% | Reduced |
| PrairieView Partners, LLC | 499 | $44.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 514 | $44.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 516 | $44.4K | 0.01% | +516 | New |
| Dynamic Wealth Strategies, LLC | 528 | $46.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 546 | $47.1K | 0.01% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $47.2K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 554 | $47.8K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 559 | $48.2K | 0.02% | −100−15.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 583 | $50.0K | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $50.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 593 | $51.2K | 0.01% | −10−1.7% | Reduced |
| Winch Advisory Services, LLC | 602 | $51.9K | 0.02% | +4+0.7% | Added |
| Gradient Investments LLC | 622 | $53.7K | 0.00% | −22−3.4% | Reduced |
| WR Wealth Planners, LLC | 626 | $54.0K | 0.02% | +626 | New |
| First Command Advisory Services, Inc. | 628 | $54.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 653 | $56.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 670 | $57.8K | 0.00% | +55+8.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 676 | $58.3K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 684 | $59.1K | 0.03% | +287+72.3% | Added |
| RE Dickinson Investment Advisors, LLC | 691 | $60.0K | 0.04% | −50−6.7% | Reduced |
| Clearstead Advisors, LLC | 719 | $60.3K | 0.00% | −17−2.3% | Reduced |
| Godsey & Gibb Associates | 700 | $60.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 719 | $62.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 787 | $62.3K | 0.00% | +85+12.1% | Added |
| Stephens Consulting, LLC | 725 | $62.6K | 0.02% | 00.0% | Unchanged |
| Tobam | 745 | $64.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 771 | $66.0K | 0.01% | +15+2.0% | Added |
| McClarren Financial Advisors, Inc. | 797 | $69.0K | 0.05% | +7+0.9% | Added |
| Johnson Financial Group, Inc. | 804 | $69.4K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 817 | $70.5K | 0.07% | −193−19.1% | Reduced |
| Smartleaf Asset Management LLC | 835 | $71.9K | 0.01% | +667+397.0% | Added |
| Geneos Wealth Management Inc. | 893 | $77.1K | 0.00% | −10−1.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $77.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 906 | $78.2K | 0.01% | −463−33.8% | Reduced |
| CVA Family Office, LLC | 925 | $79.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $82.1K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 958 | $82.7K | 0.01% | +78+8.9% | Added |
| MV Capital Management, Inc. | 974 | $84.1K | 0.01% | +1+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 997 | $86.1K | 0.00% | +110+12.4% | Added |
| Duncker Streett & Co Inc | 1,010 | $87.2K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,049 | $90.5K | 0.01% | +8+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,082 | $93.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,085 | $93.6K | 0.05% | +606+126.5% | Added |
| CoreCap Advisors, LLC | 1,102 | $95.1K | 0.01% | +1,102 | New |
| Pingora Partners LLC | 1,150 | $99.3K | 0.07% | +150+15.0% | Added |
| Clarity Asset Management, Inc. | 1,213 | $104.7K | 0.07% | +3+0.2% | Added |
| Covestor Ltd | 1,246 | $108.0K | 0.07% | −19−1.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,249 | $108.0K | 0.01% | +23+1.9% | Added |
| Quent Capital, LLC | 1,277 | $110.2K | 0.01% | +92+7.8% | Added |
| Global Retirement Partners, LLC | 1,294 | $111.7K | 0.00% | +201+18.4% | Added |
| JFS Wealth Advisors, LLC | 1,336 | $115.3K | 0.01% | −12−0.9% | Reduced |
| Capital Analysts, LLC | 1,382 | $119.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,380 | $119.1K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $120.1K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,402 | $121.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,444 | $124.6K | 0.00% | −378−20.7% | Reduced |
| Nemes Rush Group LLC | 1,504 | $129.8K | 0.02% | −2−0.1% | Reduced |
| JNBA Financial Advisors | 1,532 | $132.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,576 | $136.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,580 | $136.4K | 0.10% | +180+12.9% | Added |
| iA Global Asset Management Inc. | 1,618 | $140.0K | 0.00% | −10,560−86.7% | Reduced |
| Parallel Advisors, LLC | 1,723 | $148.7K | 0.00% | +63+3.8% | Added |
| Bokf, NA | 1,750 | $150.5K | 0.00% | +1,750 | New |
| Silvant Capital Management LLC | 1,747 | $150.8K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,859 | $160.4K | 0.01% | +388+26.4% | Added |
| Atlas Capital Advisors LLC | 1,886 | $162.8K | 0.03% | 00.0% | Unchanged |