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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 835 | $71.9K | 0.01% | +667+397.0% | Added |
| First Community Trust NA | 817 | $70.5K | 0.07% | −193−19.1% | Reduced |
| Johnson Financial Group, Inc. | 804 | $69.4K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 797 | $69.0K | 0.05% | +7+0.9% | Added |
| Valley National Advisers Inc | 771 | $66.0K | 0.01% | +15+2.0% | Added |
| Tobam | 745 | $64.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 725 | $62.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 787 | $62.3K | 0.00% | +85+12.1% | Added |
| Ancora Advisors, LLC | 719 | $62.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $60.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 719 | $60.3K | 0.00% | −17−2.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 691 | $60.0K | 0.04% | −50−6.7% | Reduced |
| WFA Asset Management Corp | 684 | $59.1K | 0.03% | +287+72.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 676 | $58.3K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 670 | $57.8K | 0.00% | +55+8.9% | Added |
| City Holding Co | 653 | $56.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 628 | $54.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 626 | $54.0K | 0.02% | +626 | New |
| Gradient Investments LLC | 622 | $53.7K | 0.00% | −22−3.4% | Reduced |
| Winch Advisory Services, LLC | 602 | $51.9K | 0.02% | +4+0.7% | Added |
| Parkside Financial Bank & Trust | 593 | $51.2K | 0.01% | −10−1.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 583 | $50.0K | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $50.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 559 | $48.2K | 0.02% | −100−15.2% | Reduced |
| Private Ocean, LLC | 554 | $47.8K | 0.01% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $47.2K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 546 | $47.1K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 528 | $46.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 516 | $44.4K | 0.01% | +516 | New |
| Anchor Investment Management, LLC | 514 | $44.4K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 499 | $44.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 506 | $43.7K | 0.01% | −41−7.5% | Reduced |
| Truvestments Capital LLC | 500 | $43.2K | 0.02% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 500 | $43.2K | 0.01% | +500 | New |
| Salomon & Ludwin, LLC | 499 | $43.1K | 0.00% | +380+319.3% | Added |
| Global Financial Private Client, LLC | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 494 | $42.6K | 0.00% | −586−54.3% | Reduced |
| Motco | 494 | $42.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 489 | $42.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 462 | $39.9K | 0.00% | +338+272.6% | Added |
| Fortis Group Advisors, LLC | 458 | $39.5K | 0.01% | −458−50.0% | Reduced |
| Asset Dedication, LLC | 453 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 449 | $38.8K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $38.6K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 436 | $37.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 418 | $36.1K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $35.9K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 415 | $35.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 404 | $34.9K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 396 | $34.2K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $34.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $34.2K | 0.03% | +396 | New |
| MCF Advisors LLC | 394 | $34.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 394 | $34.0K | 0.00% | +52+15.2% | Added |
| Spire Wealth Management | 376 | $32.5K | 0.00% | +3+0.8% | Added |
| Riggs Asset Managment Co. Inc. | 372 | $32.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $31.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 364 | $31.4K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $27.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 315 | $27.2K | 0.00% | −1,173−78.8% | Reduced |
| Financial Perspectives, Inc | 314 | $27.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $26.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 304 | $26.2K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $25.9K | 0.00% | −8−2.6% | Reduced |
| Old Second National Bank of Aurora | 300 | $25.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 300 | $25.9K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 295 | $25.5K | 0.01% | −269−47.7% | Reduced |
| Halpern Financial, Inc. | 296 | $25.4K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 293 | $25.3K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $24.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 282 | $24.3K | 0.00% | −60−17.5% | Reduced |
| Independence Bank of Kentucky | 280 | $24.2K | 0.01% | +280 | New |
| North Star Investment Management Corp. | 277 | $23.9K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $23.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $22.8K | 0.00% | +120+83.3% | Added |
| SRS Capital Advisors, Inc. | 262 | $22.7K | 0.00% | −247−48.5% | Reduced |
| Brown Brothers Harriman & Co | 262 | $22.6K | 0.00% | −27−9.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 260 | $22.4K | 0.00% | −46−15.0% | Reduced |
| Private Trust Co NA | 250 | $21.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 235 | $20.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 226 | $19.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 225 | $19.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 223 | $19.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 221 | $19.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $18.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $18.2K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 200 | $17.3K | 0.02% | +200 | New |
| Institutional & Family Asset Management, LLC | 195 | $16.8K | 0.00% | −64−24.7% | Reduced |
| Union Savings Bank | 195 | $16.8K | 0.01% | +195 | New |
| Smithfield Trust Co | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 181 | $15.6K | 0.03% | −603−76.9% | Reduced |
| Investors Research Corp | 173 | $14.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 165 | $14.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 161 | $13.9K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $13.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 159 | $13.7K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 172 | $13.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 112 | $13.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 150 | $12.9K | 0.01% | 00.0% | Unchanged |