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 |
|---|---|---|---|---|---|
| Steele Capital Management, Inc. | 7,491 | $646.5K | 0.04% | +1,699+29.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,504 | $647.7K | 0.02% | −9−0.1% | Reduced |
| TownSquare Capital, LLC | 7,510 | $648.2K | 0.01% | +88+1.2% | Added |
| Vivid Wealth Management, LLC | 7,532 | $650.1K | 0.41% | +10.0% | Added |
| Wetherby Asset Management Inc | 7,580 | $654.2K | 0.03% | −48−0.6% | Reduced |
| Vident Advisory, LLC | 7,592 | $655.3K | 0.01% | −29,052−79.3% | Reduced |
| United Capital Financial Advisers, LLC | 7,613 | $657.1K | 0.01% | −972−11.3% | Reduced |
| Norinchukin Bank, The | 7,647 | $660.0K | 0.02% | −105−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,665 | $661.6K | 0.01% | −13,275−63.4% | Reduced |
| Lion Street Advisors, LLC | 8,410 | $661.6K | 0.27% | 00.0% | Unchanged |
| Walleye Capital LLC | 7,770 | $670.6K | 0.01% | +7,770 | New |
| Wolff Financial Management LLC | 7,815 | $675.0K | 0.20% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 7,874 | $679.6K | 0.04% | +7,874 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,969 | $687.8K | 0.03% | −23,940−75.0% | Reduced |
| Iowa State Bank | 7,970 | $687.9K | 0.15% | −32,536−80.3% | Reduced |
| Allworth Financial LP | 8,073 | $696.8K | 0.00% | −165−2.0% | Reduced |
| Sciencast Management LP | 8,090 | $698.2K | 0.43% | −2,252−21.8% | Reduced |
| Laurion Capital Management LP | 8,161 | $704.4K | 0.02% | +8,161 | New |
| City State Bank | 8,216 | $709.0K | 0.31% | +141+1.7% | Added |
| KC Investment Advisors, LLC | 8,221 | $709.6K | 0.37% | +1,449+21.4% | Added |
| Fifth Third Bancorp | 8,242 | $711.4K | 0.00% | −60−0.7% | Reduced |
| Legacy Financial Group LLC | 8,319 | $718.0K | 0.15% | +8,319 | New |
| Petrus Trust Company, LTA | 8,411 | $726.0K | 0.07% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 8,478 | $731.7K | 0.19% | −400−4.5% | Reduced |
| Empirical Finance, LLC | 8,486 | $732.4K | 0.04% | +265+3.2% | Added |
| RSM US Wealth Management LLC | 8,526 | $735.9K | 0.02% | +1,261+17.4% | Added |
| HighPoint Advisor Group LLC | 8,809 | $739.0K | 0.05% | +312+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 8,597 | $742.0K | 0.01% | +257+3.1% | Added |
| Rockland Trust Co | 8,753 | $755.5K | 0.04% | −481−5.2% | Reduced |
| APG Asset Management N.V. | 9,475 | $757.2K | 0.00% | +700+8.0% | Added |
| Metropolitan Life Insurance Co | 8,845 | $763.4K | 0.03% | −82−0.9% | Reduced |
| Pinnacle Associates Ltd | 9,222 | $796.0K | 0.01% | −437−4.5% | Reduced |
| Walleye Trading LLC | 9,279 | $800.9K | 0.01% | +7,534+431.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $820.9K | 0.05% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 9,538 | $823.2K | 0.62% | −83−0.9% | Reduced |
| Verdence Capital Advisors LLC | 9,582 | $827.0K | 0.08% | −2,194−18.6% | Reduced |
| Modern Wealth Management, LLC | 9,752 | $841.7K | 0.08% | −15−0.2% | Reduced |
| Holderness Investments Co | 9,906 | $855.0K | 0.21% | −30−0.3% | Reduced |
| Hartford Funds Management Co LLC | 10,002 | $863.3K | 0.08% | +1,793+21.8% | Added |
| Ausdal Financial Partners, Inc. | 10,093 | $871.1K | 0.10% | −33−0.3% | Reduced |
| Park Avenue Securities LLC | 10,136 | $875.0K | 0.01% | −4,877−32.5% | Reduced |
| PSI Advisors, LLC | 10,284 | $887.6K | 0.32% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 10,300 | $889.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,346 | $893.0K | 0.01% | −204−1.9% | Reduced |
| Gsa Capital Partners LLP | 10,428 | $900.0K | 0.07% | +6,958+200.5% | Added |
| CWM, LLC | 10,522 | $908.0K | 0.00% | −1,419−11.9% | Reduced |
| West Bancorporation Inc | 10,610 | $915.7K | 0.60% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,732 | $926.3K | 0.03% | +3,275+43.9% | Added |
| Allspring Global Investments Holdings, LLC | 10,733 | $926.4K | 0.00% | −142−1.3% | Reduced |
| Umb Bank N A | 10,848 | $936.3K | 0.01% | −1,270−10.5% | Reduced |
| Park Edge Advisors, LLC | 10,891 | $940.0K | 0.26% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 10,982 | $948.0K | 0.36% | −106−1.0% | Reduced |
| BBR Partners, LLC | 11,000 | $949.4K | 0.08% | +11,000 | New |
| New Mexico Educational Retirement Board | 11,054 | $954.0K | 0.03% | −700−6.0% | Reduced |
| Lloyd Advisory Services, LLC. | 11,065 | $955.1K | 0.20% | +11,065 | New |
| South Dakota Investment Council | 11,130 | $961.0K | 0.02% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 11,386 | $982.7K | 0.34% | +5,809+104.2% | Added |
| LSV Asset Management | 11,500 | $993.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 11,589 | $1.00M | 0.22% | +8,725+304.6% | Added |
| D.A. Davidson & Co. | 12,035 | $1.04M | 0.01% | −2,759−18.6% | Reduced |
| Glenmede Trust Co NA | 12,045 | $1.04M | 0.01% | −120−1.0% | Reduced |
| Thrivent Financial for Lutherans | 12,155 | $1.05M | 0.00% | −11−0.1% | Reduced |
| Credit Agricole S A | 13,323 | $1.05M | 0.02% | +7,117+114.7% | Added |
| Adams Wealth Management | 12,231 | $1.06M | 0.26% | −533−4.2% | Reduced |
| Foster Group, Inc. | 12,412 | $1.07M | 0.05% | −17−0.1% | Reduced |
| Quantbot Technologies LP | 12,706 | $1.10M | 0.06% | +12,706 | New |
| Truist Financial Corp | 12,760 | $1.10M | 0.00% | −1,051−7.6% | Reduced |
| Louisiana State Employees Retirement System | 12,800 | $1.10M | 0.02% | −500−3.8% | Reduced |
| Securian Asset Management, Inc | 12,913 | $1.11M | 0.03% | −978−7.0% | Reduced |
| Savant Capital, LLC | 13,240 | $1.14M | 0.01% | +276+2.1% | Added |
| Cipher Capital LP | 13,333 | $1.15M | 0.53% | −13,356−50.0% | Reduced |
| M&T Bank Corp | 13,426 | $1.16M | 0.00% | −1,093−7.5% | Reduced |
| Ascent Group, LLC | 13,654 | $1.18M | 0.10% | +347+2.6% | Added |
| Axq Capital, LP | 13,787 | $1.19M | 0.29% | +13,787 | New |
| Everence Capital Management Inc | 13,800 | $1.19M | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 13,911 | $1.20M | 0.21% | −8,794−38.7% | Reduced |
| Resources Investment Advisors, LLC. | 14,208 | $1.23M | 0.02% | −11−0.1% | Reduced |
| Hartford Investment Management Co | 14,219 | $1.23M | 0.04% | −693−4.6% | Reduced |
| UniSuper Management Pty Ltd | 14,427 | $1.25M | 0.01% | +11,743+437.5% | Added |
| Glaxis Capital Management, LLC | 14,616 | $1.26M | 2.36% | +116+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,642 | $1.26M | 0.02% | +6,294+75.4% | Added |
| Catalyst Funds Management Pty Ltd | 14,900 | $1.29M | 0.36% | +14,900 | New |
| Ostrum Asset Management | 14,933 | $1.29M | 0.10% | +170+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 15,009 | $1.30M | 0.00% | −1,923−11.4% | Reduced |
| Pacer Advisors, Inc. | 15,213 | $1.31M | 0.00% | +364+2.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 17,040 | $1.34M | 0.51% | −2,014−10.6% | Reduced |
| Midland Wealth Advisors LLC | 15,574 | $1.34M | 0.08% | −358−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 15,850 | $1.37M | 0.03% | −696−4.2% | Reduced |
| HighTower Advisors, LLC | 16,245 | $1.40M | 0.00% | −4,408−21.3% | Reduced |
| Kestra Private Wealth Services, LLC | 16,412 | $1.42M | 0.03% | +2,385+17.0% | Added |
| Kentucky Retirement Systems | 16,657 | $1.44M | 0.04% | −892−5.1% | Reduced |
| Maryland State Retirement & Pension System | 18,456 | $1.45M | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 16,825 | $1.45M | 0.01% | −559,161−97.1% | Reduced |
| Greenwood Capital Associates LLC | 17,055 | $1.47M | 0.20% | −13−0.1% | Reduced |
| Nordea Investment Management AB | 17,113 | $1.48M | 0.00% | +673+4.1% | Added |
| Montag A & Associates Inc | 17,241 | $1.49M | 0.07% | −355−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 17,350 | $1.50M | 0.16% | +5,762+49.7% | Added |
| Quantitative Investment Management, LLC | 17,475 | $1.51M | 0.09% | +17,475 | New |
| Kestra Advisory Services, LLC | 17,591 | $1.52M | 0.01% | +5,521+45.7% | Added |
| GoalVest Advisory LLC | 17,707 | $1.53M | 0.51% | +636+3.7% | Added |