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 |
|---|---|---|---|---|---|
| Foster Group, Inc. | 12,412 | $1.07M | 0.05% | −17−0.1% | Reduced |
| Adams Wealth Management | 12,231 | $1.06M | 0.26% | −533−4.2% | Reduced |
| Credit Agricole S A | 13,323 | $1.05M | 0.02% | +7,117+114.7% | Added |
| Thrivent Financial for Lutherans | 12,155 | $1.05M | 0.00% | −11−0.1% | Reduced |
| Glenmede Trust Co NA | 12,045 | $1.04M | 0.01% | −120−1.0% | Reduced |
| D.A. Davidson & Co. | 12,035 | $1.04M | 0.01% | −2,759−18.6% | Reduced |
| Fox Run Management, L.L.C. | 11,589 | $1.00M | 0.22% | +8,725+304.6% | Added |
| LSV Asset Management | 11,500 | $993.0K | 0.00% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 11,386 | $982.7K | 0.34% | +5,809+104.2% | Added |
| South Dakota Investment Council | 11,130 | $961.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 11,065 | $955.1K | 0.20% | +11,065 | New |
| New Mexico Educational Retirement Board | 11,054 | $954.0K | 0.03% | −700−6.0% | Reduced |
| BBR Partners, LLC | 11,000 | $949.4K | 0.08% | +11,000 | New |
| Martin Capital Partners, LLC | 10,982 | $948.0K | 0.36% | −106−1.0% | Reduced |
| Park Edge Advisors, LLC | 10,891 | $940.0K | 0.26% | 00.0% | Unchanged |
| Umb Bank N A | 10,848 | $936.3K | 0.01% | −1,270−10.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,733 | $926.4K | 0.00% | −142−1.3% | Reduced |
| Metis Global Partners, LLC | 10,732 | $926.3K | 0.03% | +3,275+43.9% | Added |
| West Bancorporation Inc | 10,610 | $915.7K | 0.60% | 00.0% | Unchanged |
| CWM, LLC | 10,522 | $908.0K | 0.00% | −1,419−11.9% | Reduced |
| Gsa Capital Partners LLP | 10,428 | $900.0K | 0.07% | +6,958+200.5% | Added |
| Oppenheimer & Co Inc | 10,346 | $893.0K | 0.01% | −204−1.9% | Reduced |
| E. Ohman J:or Asset Management AB | 10,300 | $889.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10,284 | $887.6K | 0.32% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,136 | $875.0K | 0.01% | −4,877−32.5% | Reduced |
| Ausdal Financial Partners, Inc. | 10,093 | $871.1K | 0.10% | −33−0.3% | Reduced |
| Hartford Funds Management Co LLC | 10,002 | $863.3K | 0.08% | +1,793+21.8% | Added |
| Holderness Investments Co | 9,906 | $855.0K | 0.21% | −30−0.3% | Reduced |
| Modern Wealth Management, LLC | 9,752 | $841.7K | 0.08% | −15−0.2% | Reduced |
| Verdence Capital Advisors LLC | 9,582 | $827.0K | 0.08% | −2,194−18.6% | Reduced |
| Basepoint Wealth LLC | 9,538 | $823.2K | 0.62% | −83−0.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $820.9K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,279 | $800.9K | 0.01% | +7,534+431.7% | Added |
| Pinnacle Associates Ltd | 9,222 | $796.0K | 0.01% | −437−4.5% | Reduced |
| Metropolitan Life Insurance Co | 8,845 | $763.4K | 0.03% | −82−0.9% | Reduced |
| APG Asset Management N.V. | 9,475 | $757.2K | 0.00% | +700+8.0% | Added |
| Rockland Trust Co | 8,753 | $755.5K | 0.04% | −481−5.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,597 | $742.0K | 0.01% | +257+3.1% | Added |
| HighPoint Advisor Group LLC | 8,809 | $739.0K | 0.05% | +312+3.7% | Added |
| RSM US Wealth Management LLC | 8,526 | $735.9K | 0.02% | +1,261+17.4% | Added |
| Empirical Finance, LLC | 8,486 | $732.4K | 0.04% | +265+3.2% | Added |
| Plimoth Trust Co LLC | 8,478 | $731.7K | 0.19% | −400−4.5% | Reduced |
| Petrus Trust Company, LTA | 8,411 | $726.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 8,319 | $718.0K | 0.15% | +8,319 | New |
| Fifth Third Bancorp | 8,242 | $711.4K | 0.00% | −60−0.7% | Reduced |
| KC Investment Advisors, LLC | 8,221 | $709.6K | 0.37% | +1,449+21.4% | Added |
| City State Bank | 8,216 | $709.0K | 0.31% | +141+1.7% | Added |
| Laurion Capital Management LP | 8,161 | $704.4K | 0.02% | +8,161 | New |
| Sciencast Management LP | 8,090 | $698.2K | 0.43% | −2,252−21.8% | Reduced |
| Allworth Financial LP | 8,073 | $696.8K | 0.00% | −165−2.0% | Reduced |
| Iowa State Bank | 7,970 | $687.9K | 0.15% | −32,536−80.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,969 | $687.8K | 0.03% | −23,940−75.0% | Reduced |
| Vinva Investment Management Ltd | 7,874 | $679.6K | 0.04% | +7,874 | New |
| Wolff Financial Management LLC | 7,815 | $675.0K | 0.20% | 00.0% | Unchanged |
| Walleye Capital LLC | 7,770 | $670.6K | 0.01% | +7,770 | New |
| Lion Street Advisors, LLC | 8,410 | $661.6K | 0.27% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,665 | $661.6K | 0.01% | −13,275−63.4% | Reduced |
| Norinchukin Bank, The | 7,647 | $660.0K | 0.02% | −105−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 7,613 | $657.1K | 0.01% | −972−11.3% | Reduced |
| Vident Advisory, LLC | 7,592 | $655.3K | 0.01% | −29,052−79.3% | Reduced |
| Wetherby Asset Management Inc | 7,580 | $654.2K | 0.03% | −48−0.6% | Reduced |
| Vivid Wealth Management, LLC | 7,532 | $650.1K | 0.41% | +10.0% | Added |
| TownSquare Capital, LLC | 7,510 | $648.2K | 0.01% | +88+1.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,504 | $647.7K | 0.02% | −9−0.1% | Reduced |
| Steele Capital Management, Inc. | 7,491 | $646.5K | 0.04% | +1,699+29.3% | Added |
| AQR Capital Management LLC | 7,450 | $640.3K | 0.00% | −26,010−77.7% | Reduced |
| OmniStar Financial Group, Inc. | 7,379 | $636.9K | 0.58% | +7,379 | New |
| Prana Capital Management, LP | 7,364 | $635.6K | 0.03% | +7,364 | New |
| IFP Advisors, Inc | 7,248 | $625.6K | 0.03% | +339+4.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,238 | $624.7K | 0.04% | −576−7.4% | Reduced |
| Gilbert & Cook, Inc. | 7,217 | $622.9K | 0.08% | −429−5.6% | Reduced |
| Hillsdale Investment Management Inc. | 7,160 | $618.0K | 0.05% | +7,160 | New |
| Carret Asset Management, LLC | 7,156 | $617.6K | 0.07% | −35−0.5% | Reduced |
| Mokosak Advisory Group, LLC | 7,151 | $617.1K | 0.20% | +275+4.0% | Added |
| Sunbelt Securities, Inc. | 7,120 | $614.6K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,960 | $600.7K | 0.02% | +17+0.2% | Added |
| Vontobel Holding Ltd. | 6,954 | $600.2K | 0.00% | −122−1.7% | Reduced |
| Paradigm Financial Partners, LLC | 6,900 | $595.5K | 0.13% | −710−9.3% | Reduced |
| Forum Financial Management, LP | 6,879 | $593.7K | 0.01% | +450+7.0% | Added |
| Prime Capital Investment Advisors, LLC | 6,832 | $589.7K | 0.01% | +763+12.6% | Added |
| Palisade Asset Management, LLC | 6,800 | $586.9K | 0.06% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 6,700 | $578.3K | 0.13% | −2,232−25.0% | Reduced |
| Denali Advisors LLC | 6,648 | $573.8K | 0.17% | +4,800+259.7% | Added |
| Greenleaf Trust | 6,553 | $565.6K | 0.01% | −10−0.2% | Reduced |
| RIA Advisory Group LLC | 6,529 | $563.5K | 0.23% | −1,073,471−99.4% | Reduced |
| Merit Financial Group, LLC | 6,918 | $561.8K | 0.01% | +570+9.0% | Added |
| Romano Brothers and Company | 6,485 | $559.7K | 0.08% | +1,457+29.0% | Added |
| Independent Advisor Alliance | 6,369 | $549.7K | 0.02% | +1,239+24.2% | Added |
| Premier Path Wealth Partners, LLC | 6,360 | $548.9K | 0.10% | −28−0.4% | Reduced |
| Hilltop National Bank | 6,299 | $543.7K | 0.18% | +6,299 | New |
| Venture Visionary Partners LLC | 6,254 | $539.8K | 0.03% | +20.0% | Added |
| V-Square Quantitative Management LLC | 6,236 | $538.2K | 0.09% | +879+16.4% | Added |
| Regions Financial Corp | 6,235 | $538.1K | 0.00% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 6,214 | $536.3K | 0.19% | −603−8.8% | Reduced |
| Farther Finance Advisors, LLC | 6,190 | $532.4K | 0.03% | +628+11.3% | Added |
| Sherbrooke Park Advisers LLC | 6,129 | $529.0K | 0.10% | +6,129 | New |
| Tokio Marine Asset Management Co Ltd | 6,112 | $527.5K | 0.03% | −217−3.4% | Reduced |
| Hilltop Holdings Inc. | 6,108 | $527.2K | 0.06% | +8+0.1% | Added |
| Rakuten Investment Management, Inc. | 6,063 | $523.3K | 0.00% | +5,505+986.6% | Added |
| Marquette Asset Management, LLC | 6,062 | $523.2K | 0.09% | 00.0% | Unchanged |