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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 6,010 | $518.7K | 0.08% | −710−10.6% | Reduced |
| Plato Investment Management Ltd | 5,993 | $517.3K | 0.05% | +5,959+17,526.5% | Added |
| GWM Advisors LLC | 5,808 | $501.3K | 0.00% | +2,745+89.6% | Added |
| Capital Investment Advisors, LLC | 5,802 | $500.8K | 0.01% | −173−2.9% | Reduced |
| Equitable Holdings, Inc. | 5,760 | $497.1K | 0.01% | −99−1.7% | Reduced |
| Csenge Advisory Group | 5,659 | $488.4K | 0.03% | +86+1.5% | Added |
| Syon Capital LLC | 5,622 | $485.2K | 0.05% | +135+2.5% | Added |
| Proequities, Inc. | 5,605 | $483.8K | 0.03% | −832−12.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,558 | $479.7K | 0.01% | +648+13.2% | Added |
| Coldstream Capital Management Inc | 5,515 | $476.0K | 0.01% | +21+0.4% | Added |
| Twin Capital Management Inc | 5,507 | $475.3K | 0.06% | −44−0.8% | Reduced |
| Legacy Financial Advisors, Inc. | 5,430 | $468.7K | 0.08% | +276+5.4% | Added |
| Nicolet Bankshares Inc | 5,418 | $467.6K | 0.12% | −200−3.6% | Reduced |
| Ieq Capital, LLC | 5,380 | $464.4K | 0.01% | +329+6.5% | Added |
| Waldron Private Wealth LLC | 5,334 | $460.4K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,301 | $457.5K | 0.04% | +160+3.1% | Added |
| CWA Asset Management Group, LLC | 5,297 | $457.2K | 0.03% | −56−1.0% | Reduced |
| Heartland Bank & Trust Co | 5,262 | $454.2K | 0.26% | +5,262 | New |
| Benin Management CORP | 5,200 | $448.8K | 0.14% | −20.0% | Reduced |
| My Legacy Advisors, LLC | 5,185 | $447.5K | 0.15% | −8−0.2% | Reduced |
| CAPROCK Group, Inc. | 5,172 | $446.5K | 0.03% | +178+3.6% | Added |
| 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 |
| MML Investors Services, LLC | 5,138 | $443.0K | 0.00% | −10,234−66.6% | Reduced |
| Veriti Management LLC | 5,126 | $442.4K | 0.03% | +236+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 5,471 | $441.6K | 0.00% | +1,471+36.8% | Added |
| Apollon Wealth Management, LLC | 5,105 | $440.6K | 0.01% | +71+1.4% | Added |
| Beacon Financial Group | 5,061 | $436.8K | 0.05% | −51,891−91.1% | Reduced |
| Ellevest, Inc. | 4,978 | $429.7K | 0.03% | +424+9.3% | Added |
| Hancock Whitney Corp | 4,969 | $428.9K | 0.01% | +85+1.7% | Added |
| NEOS Investment Management LLC | 4,944 | $426.7K | 0.03% | +1,829+58.7% | Added |
| Harbor Capital Advisors, Inc. | 4,935 | $426.0K | 0.06% | +1,010+25.7% | Added |
| Blair William & Co | 4,905 | $423.4K | 0.00% | +342+7.5% | Added |
| Erste Asset Management GmbH | 4,900 | $421.7K | 0.01% | 00.0% | Unchanged |
| Burney Co | 4,824 | $416.4K | 0.02% | −761−13.6% | Reduced |
| Lido Advisors, LLC | 4,713 | $406.8K | 0.00% | +4,713 | New |
| Vestcor Inc | 4,663 | $402.0K | 0.01% | −40−0.9% | Reduced |
| Buckingham Strategic Partners | 4,654 | $401.8K | 0.01% | +4,654 | New |
| Simplex Trading, LLC | 4,477 | $386.0K | 0.01% | +4,477 | New |
| Beacon Pointe Advisors, LLC | 4,467 | $385.6K | 0.00% | −84−1.8% | Reduced |
| Wedbush Securities Inc | 4,457 | $385.0K | 0.01% | −364−7.6% | Reduced |
| Resolute Wealth Strategies, LLC | 4,460 | $384.9K | 0.23% | +12+0.3% | Added |
| Kinneret Advisory, LLC | 4,459 | $384.9K | 0.04% | −14−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,343 | $375.0K | 0.01% | +76+1.8% | Added |
| NorthRock Partners, LLC | 4,288 | $370.1K | 0.01% | −25−0.6% | Reduced |
| 180 Wealth Advisors, LLC | 4,182 | $361.0K | 0.06% | −367−8.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,155 | $358.6K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,154 | $358.5K | 0.05% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,125 | $356.0K | 0.06% | +890+27.5% | Added |
| DoubleLine ETF Adviser LP | 4,098 | $353.7K | 0.09% | +418+11.4% | Added |
| Prudential PLC | 4,081 | $352.2K | 0.00% | −10,606−72.2% | Reduced |
| Centennial Wealth Advisory LLC | 4,068 | $351.1K | 0.16% | −437−9.7% | Reduced |
| Lake Street Advisors Group, LLC | 3,942 | $340.3K | 0.02% | +146+3.8% | Added |
| International Private Wealth Advisors LLC | 3,905 | $337.1K | 0.65% | +3,905 | New |
| Robinson Smith Wealth Advisors LLC | 3,821 | $329.8K | 0.32% | −3−0.1% | Reduced |
| Investment Management Corp of Ontario | 3,820 | $329.7K | 0.01% | −1,800−32.0% | Reduced |
| 9258 Wealth Management, LLC | 3,783 | $326.5K | 0.05% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 3,756 | $324.2K | 0.50% | −199−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 3,752 | $323.9K | 0.01% | −48−1.3% | Reduced |
| Regal Investment Advisors LLC | 3,734 | $322.3K | 0.02% | +3,734 | New |
| Lake Street Financial LLC | 3,713 | $320.5K | 0.04% | +738+24.8% | Added |
| Nilsine Partners, LLC | 3,710 | $320.2K | 0.04% | +423+12.9% | Added |
| Warren Averett Asset Management, LLC | 3,708 | $320.1K | 0.01% | +3,708 | New |
| Farmers & Merchants Investments Inc | 3,696 | $319.0K | 0.01% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 3,689 | $318.4K | 0.02% | +3,689 | New |
| Headlands Technologies LLC | 3,651 | $315.1K | 0.08% | −142−3.7% | Reduced |
| Boston Private Wealth LLC | 3,636 | $313.9K | 0.01% | −352−8.8% | Reduced |
| Sonora Investment Management Group, LLC | 3,600 | $310.7K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,599 | $310.6K | 0.12% | −30−0.8% | Reduced |
| Cornercap Investment Counsel Inc | 3,535 | $305.1K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 3,487 | $301.0K | 0.00% | −47−1.3% | Reduced |
| Renaissance Group LLC | 3,485 | $300.8K | 0.01% | +48+1.4% | Added |
| HBK Sorce Advisory LLC | 3,462 | $298.8K | 0.01% | +106+3.2% | Added |
| Symmetry Partners, LLC | 3,395 | $293.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,382 | $291.9K | 0.01% | −31,578−90.3% | Reduced |
| Raymond James Trust N.A. | 3,356 | $289.7K | 0.01% | −125−3.6% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $287.6K | 0.17% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,324 | $286.9K | 0.02% | +60+1.8% | Added |
| Transamerica Financial Advisors, Inc. | 3,275 | $283.0K | 0.03% | +2,605+388.8% | Added |
| Profund Advisors LLC | 3,264 | $281.7K | 0.01% | +95+3.0% | Added |
| Koshinski Asset Management, Inc. | 3,262 | $281.6K | 0.03% | −1,303−28.5% | Reduced |
| First Citizens Financial Corp | 3,261 | $281.5K | 0.17% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,228 | $278.6K | 0.02% | +3,228 | New |
| Central Trust Co | 3,179 | $274.4K | 0.01% | +151+5.0% | Added |
| Empowered Funds, LLC | 3,176 | $274.1K | 0.00% | −8,025−71.6% | Reduced |
| Belpointe Asset Management LLC | 3,169 | $273.6K | 0.02% | +46+1.5% | Added |
| Capstone Investment Advisors, LLC | 3,169 | $273.5K | 0.01% | +2,465+350.1% | Added |
| Chesley Taft & Associates LLC | 3,156 | $272.4K | 0.01% | +2+0.1% | Added |
| Horizon Investments, LLC | 3,147 | $271.6K | 0.01% | −41−1.3% | Reduced |
| Legacy Bridge, LLC | 3,145 | $271.4K | 0.16% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,137 | $270.8K | 0.05% | +2,583+466.2% | Added |
| J.W. Cole Advisors, Inc. | 3,126 | $269.8K | 0.01% | +107+3.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,071 | $265.1K | 0.11% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,070 | $264.1K | 0.11% | 00.0% | Unchanged |
| Colony Group, LLC | 3,049 | $263.0K | 0.00% | −99−3.1% | Reduced |
| Security National Bank of So Dak | 3,000 | $258.9K | 0.16% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $258.9K | 0.10% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,960 | $255.5K | 0.06% | +2,960 | New |
| Pitcairn Co | 2,950 | $254.6K | 0.02% | +16+0.5% | Added |
| Blueshift Asset Management, LLC | 2,890 | $249.4K | 0.13% | +2,890 | New |