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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
Garda Capital Partners LP0$00.00%−3,434−100.0%Sold out
Balentine LLC0$00.00%−2,787−100.0%Sold out
Western Wealth Management, LLC0$00.00%−2,675−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−1,740−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−1,439−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−834−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−700−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−700−100.0%Sold out
American State Bank (Iowa)0$00.00%−614−100.0%Sold out
DAGCO, Inc.0$00.00%−528−100.0%Sold out
Lee Financial Co0$00.00%−507−100.0%Sold out
Glassman Wealth Services0$00.00%−493−100.0%Sold out
O'Dell Group, LLC0$00.00%−465−100.0%Sold out
EdgeRock Capital LLC0$00.00%−403−100.0%Sold out
Annapolis Financial Services, LLC0$00.00%−379−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−300−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−291−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−258−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−204−100.0%Sold out
BKM Wealth Management, LLC0$00.00%−200−100.0%Sold out
Quarry LP0$00.00%−183−100.0%Sold out
Team Financial Group, LLC0$00.00%−163−100.0%Sold out
Heritage Wealth Advisors0$00.00%−150−100.0%Sold out
Park Place Capital Corp0$00.00%−108−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−38−100.0%Sold out
Arlington Trust Co LLC0$00.00%−25−100.0%Sold out
Pineridge Advisors LLC0$00.00%−11−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−4−100.0%Sold out
Clear Street Markets LLC0$00.00%−1−100.0%Sold out
Sawtooth Solutions, LLC––––Not filed
Bartlett & Co. LLC––––Not filed
StrategIQ Financial Group, LLC––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Neo Ivy Capital Management––––Not filed
DB Wealth Management Group, LLC––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Baystate Wealth Management LLC––––Not filed