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Livermore
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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
Valeo Financial Advisors, LLC3,029$248.9K0.01%+3,029New
Northwest Wealth Management, LLC2,875$248.1K0.07%−31−1.1%Reduced
Acropolis Investment Management, LLC2,871$247.8K0.02%−193−6.3%Reduced
Seeds Investor LLC2,852$246.2K0.23%+2,852New
Checchi Capital Advisers, LLC2,835$244.7K0.02%+39+1.4%Added
Snowden Capital Advisors LLC2,828$244.1K0.01%+41+1.5%Added
CIBC World Markets Inc.2,811$243.0K0.00%+2,811New
Security National Bank2,795$241.2K0.04%00.0%Unchanged
Mutual Advisors, LLC2,795$241.2K0.01%+2,795New
HB Wealth Management, LLC2,793$241.1K0.00%−222−7.4%Reduced
Prossimo Advisors, LLC2,783$240.0K0.46%+195+7.5%Added
Park National Corp2,780$239.9K0.01%−137−4.7%Reduced
Brighton Jones LLC2,780$239.9K0.01%+7+0.3%Added
Signaturefd, LLC2,776$239.6K0.01%+29+1.1%Added
Ballentine Partners, LLC2,768$238.9K0.00%−45−1.6%Reduced
Advisory Services Network, LLC2,757$237.9K0.01%−371−11.9%Reduced
Advisory Alpha, LLC2,742$236.7K0.01%+2,742New
Lincoln National Corp2,703$233.3K0.00%−100−3.6%Reduced
Westmount Partners, LLC2,687$231.9K0.08%00.0%Unchanged
Trust Asset Management LLC2,678$231.1K0.02%00.0%Unchanged
Old National Bancorp2,676$231.0K0.01%−196−6.8%Reduced
Shepherd Financial Partners LLC2,656$229.2K0.03%+48+1.8%Added
We Are One Seven, LLC2,640$227.9K0.01%−476−15.3%Reduced
Ameritas Investment Partners, Inc.2,638$227.7K0.01%−220−7.7%Reduced
Kinloch Capital, LLC2,630$227.0K0.12%−500−16.0%Reduced
Commons Capital, LLC2,628$226.8K0.33%+3+0.1%Added
Clarius Group, LLC2,613$225.5K0.02%−320−10.9%Reduced
CIBC Private Wealth Group, LLC2,612$224.7K0.00%+2,612New
Aptus Capital Advisors, LLC2,579$222.6K0.00%+2,579New
Sageworth Trust Co2,577$222.4K0.01%00.0%Unchanged
Robertson Stephens Wealth Management, LLC2,564$221.3K0.01%00.0%Unchanged
Resurgent Financial Advisors LLC2,532$218.5K0.12%00.0%Unchanged
Geller Advisors LLC2,516$217.2K0.02%+2,516New
Graypoint LLC2,514$217.0K0.02%+2,514New
NJ State Employees Deferred Compensation Plan2,500$215.8K0.03%+2,500New
Whittier Trust Co2,500$215.8K0.00%00.0%Unchanged
Sequoia Financial Advisors, LLC2,498$215.6K0.00%−2,516−50.2%Reduced
S&CO Inc2,500$215.0K0.02%+2,500New
TSFG, LLC2,479$214.0K0.05%00.0%Unchanged
Wolverine Trading, LLC2,479$214.0K0.00%+2,479New
Huntington National Bank2,471$213.3K0.00%+457+22.7%Added
West Financial Advisors, LLC2,462$212.5K0.05%00.0%Unchanged
VisionPoint Advisory Group, LLC2,462$212.5K0.08%00.0%Unchanged
Cigna Investments Inc2,456$212.0K0.04%+2,456New
Leavell Investment Management, Inc.2,456$212.0K0.01%+2,456New
Axxcess Wealth Management, LLC2,435$210.2K0.01%+2,435New
Integrated Wealth Concepts LLC2,424$209.2K0.00%+2,424New
Wedmont Private Capital2,526$209.2K0.02%+2,526New
Northern Oak Wealth Management Inc2,410$208.0K0.02%−532−18.1%Reduced
Hunter Associates Investment Management LLC2,411$208.0K0.03%+2,411New
GeoWealth Management, LLC2,381$205.5K0.01%+1,033+76.6%Added
Vantage Consulting Group Inc2,378$205.2K0.13%+2,378New
Harvest Fund Management Co., Ltd2,378$205.0K0.02%+1,603+206.8%Added
Systematic Portfolios LLC2,374$204.9K0.70%+2,374New
Eads & Heald Wealth Management2,326$201.0K0.09%+2,326New
Auxier Asset Management2,322$200.4K0.03%+2,322New
Continuum Advisory, LLC2,282$190.5K0.03%−1,441−38.7%Reduced
FinTrust Capital Advisors, LLC2,200$189.9K0.04%+1,535+230.8%Added
Assetmark, Inc2,053$177.2K0.00%+847+70.2%Added
Harbour Investments, Inc.2,025$174.8K0.01%+2+0.1%Added
Group One Trading, L.P.2,000$172.6K0.01%+2,000New
Fuller & Thaler Asset Management, Inc.1,943$167.7K0.00%00.0%Unchanged
GAMMA Investing LLC1,942$167.6K0.03%+284+17.1%Added
Quadrant Capital Group LLC1,935$167.0K0.01%−53−2.7%Reduced
Mather Group, LLC.2,117$166.6K0.00%+2,117New
Atlas Capital Advisors LLC1,886$162.8K0.03%00.0%Unchanged
Westpac Banking Corp1,859$160.4K0.01%+388+26.4%Added
Silvant Capital Management LLC1,747$150.8K0.01%00.0%Unchanged
Bokf, NA1,750$150.5K0.00%+1,750New
Parallel Advisors, LLC1,723$148.7K0.00%+63+3.8%Added
iA Global Asset Management Inc.1,618$140.0K0.00%−10,560−86.7%Reduced
Richardson Financial Services Inc.1,580$136.4K0.10%+180+12.9%Added
Harbor Investment Advisory, LLC1,576$136.0K0.01%00.0%Unchanged
JNBA Financial Advisors1,532$132.2K0.01%00.0%Unchanged
Nemes Rush Group LLC1,504$129.8K0.02%−2−0.1%Reduced
Principal Securities, Inc.1,444$124.6K0.00%−378−20.7%Reduced
Hills Bank & Trust Co1,402$121.0K0.01%00.0%Unchanged
Laffer Tengler Investments1,392$120.1K0.03%00.0%Unchanged
TCTC Holdings, LLC1,380$119.1K0.00%00.0%Unchanged
Capital Analysts, LLC1,382$119.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC1,336$115.3K0.01%−12−0.9%Reduced
Global Retirement Partners, LLC1,294$111.7K0.00%+201+18.4%Added
Quent Capital, LLC1,277$110.2K0.01%+92+7.8%Added
Covestor Ltd1,246$108.0K0.07%−19−1.5%Reduced
Capital Advisors, Ltd. LLC1,249$108.0K0.01%+23+1.9%Added
Clarity Asset Management, Inc.1,213$104.7K0.07%+3+0.2%Added
Pingora Partners LLC1,150$99.3K0.07%+150+15.0%Added
CoreCap Advisors, LLC1,102$95.1K0.01%+1,102New
Deseret Mutual Benefit Administrators1,085$93.6K0.05%+606+126.5%Added
Livforsakringsbolaget Skandia, Omsesidigt1,082$93.3K0.01%00.0%Unchanged
Manchester Capital Management LLC1,049$90.5K0.01%+8+0.8%Added
Duncker Streett & Co Inc1,010$87.2K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC997$86.1K0.00%+110+12.4%Added
MV Capital Management, Inc.974$84.1K0.01%+1+0.1%Added
BFSG, LLC958$82.7K0.01%+78+8.9%Added
Pinnacle Bancorp, Inc.951$82.1K0.02%00.0%Unchanged
CVA Family Office, LLC925$79.8K0.01%00.0%Unchanged
AdvisorNet Financial, Inc906$78.2K0.01%−463−33.8%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP950$77.3K0.00%00.0%Unchanged
Geneos Wealth Management Inc.893$77.1K0.00%−10−1.1%Reduced