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 |
|---|---|---|---|---|---|
| Fullerton Fund Management Co Ltd. | 3,689 | $318.4K | 0.02% | +3,689 | New |
| Farmers & Merchants Investments Inc | 3,696 | $319.0K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,708 | $320.1K | 0.01% | +3,708 | New |
| Nilsine Partners, LLC | 3,710 | $320.2K | 0.04% | +423+12.9% | Added |
| Lake Street Financial LLC | 3,713 | $320.5K | 0.04% | +738+24.8% | Added |
| Regal Investment Advisors LLC | 3,734 | $322.3K | 0.02% | +3,734 | New |
| Stratos Wealth Partners, LTD. | 3,752 | $323.9K | 0.01% | −48−1.3% | Reduced |
| Sageworth Trust Co of South Dakota | 3,756 | $324.2K | 0.50% | −199−5.0% | Reduced |
| 9258 Wealth Management, LLC | 3,783 | $326.5K | 0.05% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 3,820 | $329.7K | 0.01% | −1,800−32.0% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,821 | $329.8K | 0.32% | −3−0.1% | Reduced |
| International Private Wealth Advisors LLC | 3,905 | $337.1K | 0.65% | +3,905 | New |
| Lake Street Advisors Group, LLC | 3,942 | $340.3K | 0.02% | +146+3.8% | Added |
| Centennial Wealth Advisory LLC | 4,068 | $351.1K | 0.16% | −437−9.7% | Reduced |
| Prudential PLC | 4,081 | $352.2K | 0.00% | −10,606−72.2% | Reduced |
| DoubleLine ETF Adviser LP | 4,098 | $353.7K | 0.09% | +418+11.4% | Added |
| Redhawk Wealth Advisors, Inc. | 4,125 | $356.0K | 0.06% | +890+27.5% | Added |
| Qtron Investments LLC | 4,154 | $358.5K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,155 | $358.6K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 4,182 | $361.0K | 0.06% | −367−8.1% | Reduced |
| NorthRock Partners, LLC | 4,288 | $370.1K | 0.01% | −25−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,343 | $375.0K | 0.01% | +76+1.8% | Added |
| Kinneret Advisory, LLC | 4,459 | $384.9K | 0.04% | −14−0.3% | Reduced |
| Resolute Wealth Strategies, LLC | 4,460 | $384.9K | 0.23% | +12+0.3% | Added |
| Wedbush Securities Inc | 4,457 | $385.0K | 0.01% | −364−7.6% | Reduced |
| Beacon Pointe Advisors, LLC | 4,467 | $385.6K | 0.00% | −84−1.8% | Reduced |
| Simplex Trading, LLC | 4,477 | $386.0K | 0.01% | +4,477 | New |
| Buckingham Strategic Partners | 4,654 | $401.8K | 0.01% | +4,654 | New |
| Vestcor Inc | 4,663 | $402.0K | 0.01% | −40−0.9% | Reduced |
| Lido Advisors, LLC | 4,713 | $406.8K | 0.00% | +4,713 | New |
| Burney Co | 4,824 | $416.4K | 0.02% | −761−13.6% | Reduced |
| Erste Asset Management GmbH | 4,900 | $421.7K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 4,905 | $423.4K | 0.00% | +342+7.5% | Added |
| Harbor Capital Advisors, Inc. | 4,935 | $426.0K | 0.06% | +1,010+25.7% | Added |
| NEOS Investment Management LLC | 4,944 | $426.7K | 0.03% | +1,829+58.7% | Added |
| Hancock Whitney Corp | 4,969 | $428.9K | 0.01% | +85+1.7% | Added |
| Ellevest, Inc. | 4,978 | $429.7K | 0.03% | +424+9.3% | Added |
| Beacon Financial Group | 5,061 | $436.8K | 0.05% | −51,891−91.1% | Reduced |
| Apollon Wealth Management, LLC | 5,105 | $440.6K | 0.01% | +71+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 5,471 | $441.6K | 0.00% | +1,471+36.8% | Added |
| Veriti Management LLC | 5,126 | $442.4K | 0.03% | +236+4.8% | Added |
| MML Investors Services, LLC | 5,138 | $443.0K | 0.00% | −10,234−66.6% | Reduced |
| Bleakley Financial Group, LLC | 5,161 | $445.5K | 0.01% | +4+0.1% | Added |
| Simplicity Wealth,LLC | 5,161 | $445.5K | 0.01% | +5,161 | New |
| CAPROCK Group, Inc. | 5,172 | $446.5K | 0.03% | +178+3.6% | Added |
| My Legacy Advisors, LLC | 5,185 | $447.5K | 0.15% | −8−0.2% | Reduced |
| Benin Management CORP | 5,200 | $448.8K | 0.14% | −20.0% | Reduced |
| Heartland Bank & Trust Co | 5,262 | $454.2K | 0.26% | +5,262 | New |
| CWA Asset Management Group, LLC | 5,297 | $457.2K | 0.03% | −56−1.0% | Reduced |
| Jacobi Capital Management LLC | 5,301 | $457.5K | 0.04% | +160+3.1% | Added |
| Waldron Private Wealth LLC | 5,334 | $460.4K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,380 | $464.4K | 0.01% | +329+6.5% | Added |
| Nicolet Bankshares Inc | 5,418 | $467.6K | 0.12% | −200−3.6% | Reduced |
| Legacy Financial Advisors, Inc. | 5,430 | $468.7K | 0.08% | +276+5.4% | Added |
| Twin Capital Management Inc | 5,507 | $475.3K | 0.06% | −44−0.8% | Reduced |
| Coldstream Capital Management Inc | 5,515 | $476.0K | 0.01% | +21+0.4% | Added |
| Buckingham Strategic Wealth, LLC | 5,558 | $479.7K | 0.01% | +648+13.2% | Added |
| Proequities, Inc. | 5,605 | $483.8K | 0.03% | −832−12.9% | Reduced |
| Syon Capital LLC | 5,622 | $485.2K | 0.05% | +135+2.5% | Added |
| Csenge Advisory Group | 5,659 | $488.4K | 0.03% | +86+1.5% | Added |
| Equitable Holdings, Inc. | 5,760 | $497.1K | 0.01% | −99−1.7% | Reduced |
| Capital Investment Advisors, LLC | 5,802 | $500.8K | 0.01% | −173−2.9% | Reduced |
| GWM Advisors LLC | 5,808 | $501.3K | 0.00% | +2,745+89.6% | Added |
| Plato Investment Management Ltd | 5,993 | $517.3K | 0.05% | +5,959+17,526.5% | Added |
| Sompo Asset Management Co., Ltd. | 6,010 | $518.7K | 0.08% | −710−10.6% | Reduced |
| Marquette Asset Management, LLC | 6,062 | $523.2K | 0.09% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 6,063 | $523.3K | 0.00% | +5,505+986.6% | Added |
| Hilltop Holdings Inc. | 6,108 | $527.2K | 0.06% | +8+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 6,112 | $527.5K | 0.03% | −217−3.4% | Reduced |
| Sherbrooke Park Advisers LLC | 6,129 | $529.0K | 0.10% | +6,129 | New |
| Farther Finance Advisors, LLC | 6,190 | $532.4K | 0.03% | +628+11.3% | Added |
| Argonautica Private Wealth Management, Inc | 6,214 | $536.3K | 0.19% | −603−8.8% | Reduced |
| Regions Financial Corp | 6,235 | $538.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,236 | $538.2K | 0.09% | +879+16.4% | Added |
| Venture Visionary Partners LLC | 6,254 | $539.8K | 0.03% | +20.0% | Added |
| Hilltop National Bank | 6,299 | $543.7K | 0.18% | +6,299 | New |
| Premier Path Wealth Partners, LLC | 6,360 | $548.9K | 0.10% | −28−0.4% | Reduced |
| Independent Advisor Alliance | 6,369 | $549.7K | 0.02% | +1,239+24.2% | Added |
| Romano Brothers and Company | 6,485 | $559.7K | 0.08% | +1,457+29.0% | Added |
| Merit Financial Group, LLC | 6,918 | $561.8K | 0.01% | +570+9.0% | Added |
| RIA Advisory Group LLC | 6,529 | $563.5K | 0.23% | −1,073,471−99.4% | Reduced |
| Greenleaf Trust | 6,553 | $565.6K | 0.01% | −10−0.2% | Reduced |
| Denali Advisors LLC | 6,648 | $573.8K | 0.17% | +4,800+259.7% | Added |
| Great Diamond Partners, LLC | 6,700 | $578.3K | 0.13% | −2,232−25.0% | Reduced |
| Palisade Asset Management, LLC | 6,800 | $586.9K | 0.06% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 6,832 | $589.7K | 0.01% | +763+12.6% | Added |
| Forum Financial Management, LP | 6,879 | $593.7K | 0.01% | +450+7.0% | Added |
| Paradigm Financial Partners, LLC | 6,900 | $595.5K | 0.13% | −710−9.3% | Reduced |
| Vontobel Holding Ltd. | 6,954 | $600.2K | 0.00% | −122−1.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,960 | $600.7K | 0.02% | +17+0.2% | Added |
| Sunbelt Securities, Inc. | 7,120 | $614.6K | 0.07% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 7,151 | $617.1K | 0.20% | +275+4.0% | Added |
| Carret Asset Management, LLC | 7,156 | $617.6K | 0.07% | −35−0.5% | Reduced |
| Hillsdale Investment Management Inc. | 7,160 | $618.0K | 0.05% | +7,160 | New |
| Gilbert & Cook, Inc. | 7,217 | $622.9K | 0.08% | −429−5.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,238 | $624.7K | 0.04% | −576−7.4% | Reduced |
| IFP Advisors, Inc | 7,248 | $625.6K | 0.03% | +339+4.9% | Added |
| Prana Capital Management, LP | 7,364 | $635.6K | 0.03% | +7,364 | New |
| OmniStar Financial Group, Inc. | 7,379 | $636.9K | 0.58% | +7,379 | New |
| AQR Capital Management LLC | 7,450 | $640.3K | 0.00% | −26,010−77.7% | Reduced |