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.

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.

Institutional holdersQ1 2024: 765 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 heldQ1 2024: $14.4B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2023.

Institutions holding PFG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mather Group, LLC.2,117$166.6K0.00%+2,117New
Quadrant Capital Group LLC1,935$167.0K0.01%−53−2.7%Reduced
GAMMA Investing LLC1,942$167.6K0.03%+284+17.1%Added
Fuller & Thaler Asset Management, Inc.1,943$167.7K0.00%00.0%Unchanged
Group One Trading, L.P.2,000$172.6K0.01%+2,000New
Harbour Investments, Inc.2,025$174.8K0.01%+2+0.1%Added
Assetmark, Inc2,053$177.2K0.00%+847+70.2%Added
FinTrust Capital Advisors, LLC2,200$189.9K0.04%+1,535+230.8%Added
Continuum Advisory, LLC2,282$190.5K0.03%−1,441−38.7%Reduced
Auxier Asset Management2,322$200.4K0.03%+2,322New
Eads & Heald Wealth Management2,326$201.0K0.09%+2,326New
Systematic Portfolios LLC2,374$204.9K0.70%+2,374New
Harvest Fund Management Co., Ltd2,378$205.0K0.02%+1,603+206.8%Added
Vantage Consulting Group Inc2,378$205.2K0.13%+2,378New
GeoWealth Management, LLC2,381$205.5K0.01%+1,033+76.6%Added
Hunter Associates Investment Management LLC2,411$208.0K0.03%+2,411New
Northern Oak Wealth Management Inc2,410$208.0K0.02%−532−18.1%Reduced
Wedmont Private Capital2,526$209.2K0.02%+2,526New
Integrated Wealth Concepts LLC2,424$209.2K0.00%+2,424New
Axxcess Wealth Management, LLC2,435$210.2K0.01%+2,435New
Cigna Investments Inc2,456$212.0K0.04%+2,456New
Leavell Investment Management, Inc.2,456$212.0K0.01%+2,456New
VisionPoint Advisory Group, LLC2,462$212.5K0.08%00.0%Unchanged
West Financial Advisors, LLC2,462$212.5K0.05%00.0%Unchanged
Huntington National Bank2,471$213.3K0.00%+457+22.7%Added
Wolverine Trading, LLC2,479$214.0K0.00%+2,479New
TSFG, LLC2,479$214.0K0.05%00.0%Unchanged
S&CO Inc2,500$215.0K0.02%+2,500New
Sequoia Financial Advisors, LLC2,498$215.6K0.00%−2,516−50.2%Reduced
Whittier Trust Co2,500$215.8K0.00%00.0%Unchanged
NJ State Employees Deferred Compensation Plan2,500$215.8K0.03%+2,500New
Graypoint LLC2,514$217.0K0.02%+2,514New
Geller Advisors LLC2,516$217.2K0.02%+2,516New
Resurgent Financial Advisors LLC2,532$218.5K0.12%00.0%Unchanged
Robertson Stephens Wealth Management, LLC2,564$221.3K0.01%00.0%Unchanged
Sageworth Trust Co2,577$222.4K0.01%00.0%Unchanged
Aptus Capital Advisors, LLC2,579$222.6K0.00%+2,579New
CIBC Private Wealth Group, LLC2,612$224.7K0.00%+2,612New
Clarius Group, LLC2,613$225.5K0.02%−320−10.9%Reduced
Commons Capital, LLC2,628$226.8K0.33%+3+0.1%Added
Kinloch Capital, LLC2,630$227.0K0.12%−500−16.0%Reduced
Ameritas Investment Partners, Inc.2,638$227.7K0.01%−220−7.7%Reduced
We Are One Seven, LLC2,640$227.9K0.01%−476−15.3%Reduced
Shepherd Financial Partners LLC2,656$229.2K0.03%+48+1.8%Added
Old National Bancorp2,676$231.0K0.01%−196−6.8%Reduced
Trust Asset Management LLC2,678$231.1K0.02%00.0%Unchanged
Westmount Partners, LLC2,687$231.9K0.08%00.0%Unchanged
Lincoln National Corp2,703$233.3K0.00%−100−3.6%Reduced
Advisory Alpha, LLC2,742$236.7K0.01%+2,742New
Advisory Services Network, LLC2,757$237.9K0.01%−371−11.9%Reduced
Ballentine Partners, LLC2,768$238.9K0.00%−45−1.6%Reduced
Signaturefd, LLC2,776$239.6K0.01%+29+1.1%Added
Brighton Jones LLC2,780$239.9K0.01%+7+0.3%Added
Park National Corp2,780$239.9K0.01%−137−4.7%Reduced
Prossimo Advisors, LLC2,783$240.0K0.46%+195+7.5%Added
HB Wealth Management, LLC2,793$241.1K0.00%−222−7.4%Reduced
Mutual Advisors, LLC2,795$241.2K0.01%+2,795New
Security National Bank2,795$241.2K0.04%00.0%Unchanged
CIBC World Markets Inc.2,811$243.0K0.00%+2,811New
Snowden Capital Advisors LLC2,828$244.1K0.01%+41+1.5%Added
Checchi Capital Advisers, LLC2,835$244.7K0.02%+39+1.4%Added
Seeds Investor LLC2,852$246.2K0.23%+2,852New
Acropolis Investment Management, LLC2,871$247.8K0.02%−193−6.3%Reduced
Northwest Wealth Management, LLC2,875$248.1K0.07%−31−1.1%Reduced
Valeo Financial Advisors, LLC3,029$248.9K0.01%+3,029New
Blueshift Asset Management, LLC2,890$249.4K0.13%+2,890New
Pitcairn Co2,950$254.6K0.02%+16+0.5%Added
Longfellow Investment Management Co LLC2,960$255.5K0.06%+2,960New
Security National Bank of So Dak3,000$258.9K0.16%00.0%Unchanged
Glassy Mountain Advisors, Inc.3,000$258.9K0.10%00.0%Unchanged
Colony Group, LLC3,049$263.0K0.00%−99−3.1%Reduced
Skopos Labs, Inc.3,070$264.1K0.11%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.3,071$265.1K0.11%00.0%Unchanged
J.W. Cole Advisors, Inc.3,126$269.8K0.01%+107+3.5%Added
Concord Wealth Partners3,137$270.8K0.05%+2,583+466.2%Added
Legacy Bridge, LLC3,145$271.4K0.16%00.0%Unchanged
Horizon Investments, LLC3,147$271.6K0.01%−41−1.3%Reduced
Chesley Taft & Associates LLC3,156$272.4K0.01%+2+0.1%Added
Capstone Investment Advisors, LLC3,169$273.5K0.01%+2,465+350.1%Added
Belpointe Asset Management LLC3,169$273.6K0.02%+46+1.5%Added
Empowered Funds, LLC3,176$274.1K0.00%−8,025−71.6%Reduced
Central Trust Co3,179$274.4K0.01%+151+5.0%Added
Lombard Odier Asset Management (Switzerland) SA3,228$278.6K0.02%+3,228New
First Citizens Financial Corp3,261$281.5K0.17%00.0%Unchanged
Koshinski Asset Management, Inc.3,262$281.6K0.03%−1,303−28.5%Reduced
Profund Advisors LLC3,264$281.7K0.01%+95+3.0%Added
Transamerica Financial Advisors, Inc.3,275$283.0K0.03%+2,605+388.8%Added
Rothschild Investment LLC3,324$286.9K0.02%+60+1.8%Added
Keeler & Nadler Financial Planning & Wealth Management3,332$287.6K0.17%00.0%Unchanged
Raymond James Trust N.A.3,356$289.7K0.01%−125−3.6%Reduced
Tower Research Capital LLC (TRC)3,382$291.9K0.01%−31,578−90.3%Reduced
Symmetry Partners, LLC3,395$293.0K0.02%00.0%Unchanged
HBK Sorce Advisory LLC3,462$298.8K0.01%+106+3.2%Added
Renaissance Group LLC3,485$300.8K0.01%+48+1.4%Added
Keybank National Association3,487$301.0K0.00%−47−1.3%Reduced
Cornercap Investment Counsel Inc3,535$305.1K0.05%00.0%Unchanged
Iron Horse Wealth Management, LLC3,599$310.6K0.12%−30−0.8%Reduced
Sonora Investment Management Group, LLC3,600$310.7K0.02%00.0%Unchanged
Boston Private Wealth LLC3,636$313.9K0.01%−352−8.8%Reduced
Headlands Technologies LLC3,651$315.1K0.08%−142−3.7%Reduced