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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 148 | $12.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 145 | $12.5K | 0.00% | −21−12.7% | Reduced |
| First Financial Corp | 140 | $12.1K | 0.01% | −815−85.3% | Reduced |
| Raleigh Capital Management Inc. | 135 | $11.7K | 0.01% | +60+80.0% | Added |
| Gilliland Jeter Wealth Management LLC | 131 | $11.3K | 0.00% | +131 | New |
| GW&K Investment Management, LLC | 122 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 118 | $10.2K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 117 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 121 | $9.83K | 0.00% | +21+21.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 110 | $9.49K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 110 | $9.49K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 109 | $9.41K | 0.00% | +1+0.9% | Added |
| Tucker Asset Management LLC | 109 | $9.41K | 0.00% | +91+505.6% | Added |
| Exchange Traded Concepts, LLC | 108 | $9.32K | 0.00% | +108 | New |
| Sachetta, LLC | 115 | $9.05K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 103 | $8.89K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 101 | $8.72K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $8.63K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $8.63K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $7.00K | 0.00% | −123−61.8% | Reduced |
| Pin Oak Investment Advisors Inc | 78 | $7.00K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 80 | $6.91K | 0.00% | +80 | New |
| Eagle Bay Advisors LLC | 78 | $6.73K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $6.13K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $5.70K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 63 | $5.44K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 61 | $5.26K | 0.00% | +61 | New |
| Davis Capital Management | 46 | $3.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $3.88K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $3.80K | 0.00% | −3,435−98.7% | Reduced |
| Abound Wealth Management | 41 | $3.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $3.54K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 40 | $3.45K | 0.00% | +40 | New |
| Lazard Asset Management LLC | 43 | $3.00K | 0.00% | −203−82.5% | Reduced |
| Prestige Wealth Management Group LLC | 34 | $2.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $2.94K | 0.00% | +5+17.2% | Added |
| TFC Financial Management | 33 | $2.87K | 0.00% | +1+3.1% | Added |
| DiNuzzo Private Wealth, Inc. | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 26 | $2.24K | 0.00% | +26 | New |
| Avion Wealth | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $1.99K | 0.00% | +5+27.8% | Added |
| Guardian Wealth Management, Inc. | 23 | $1.95K | 0.00% | −18−43.9% | Reduced |
| Global Wealth Strategies & Associates | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $1.72K | 0.00% | +3+17.6% | Added |
| West Paces Advisors Inc. | 19 | $1.64K | 0.00% | −5−20.8% | Reduced |
| Wolff Wiese Magana LLC | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 14 | $1.21K | 0.00% | +14 | New |
| Larson Financial Group LLC | 14 | $1.17K | 0.00% | +1+7.7% | Added |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −999−98.2% | Reduced |
| Aspect Partners, LLC | 11 | $949 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10 | $864 | 0.00% | +10 | New |
| Cherry Tree Wealth Management, LLC | 8 | $691 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $518 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $432 | 0.00% | +5 | New |
| Rosenberg Matthew Hamilton | 5 | $430 | 0.00% | −1−16.7% | Reduced |
| JJJ Advisors Inc. | 4 | $346 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $270 | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $266 | 0.00% | −1−25.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $259 | 0.00% | +3 | New |
| RFP Financial Group LLC | 2 | $173 | 0.00% | −124−98.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $95 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $86 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,397,497−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −167,313−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −63,100−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −53,007−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −49,172−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −45,857−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −29,300−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −25,665−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −24,255−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −23,913−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −21,193−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,218−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −17,948−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −17,542−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,835−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,657−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −10,610−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,052−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −9,513−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −7,108−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −6,945−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −6,570−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,325−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,638−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −4,495−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,440−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |