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Livermore
Livermore
ZHEN

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, Q2 2024

Institutional positions in Principal Financial Group Inc as of Jun 30, 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
796
+38 vs. Q1 2024
Shares held
165.6M
−841.0K (−0.5%) vs. Q1 2024
Total value
$13.0B
−$1.36B (−9.5%) vs. Q1 2024
New holders
93
285 more added
Sold out
55
254 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 796 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 heldQ2 2024: $13.0B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2024.

Institutions holding PFG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Y.D. More Investments Ltd117$240.00%+117New
McClarren Financial Advisors, Inc.156$630.04%−641−80.4%Reduced
RFP Financial Group LLC1$780.00%−1−50.0%Reduced
WestEnd Advisors, LLC1$780.00%00.0%Unchanged
Salem Investment Counselors Inc1$790.00%−222−99.6%Reduced
SOA Wealth Advisors, LLC.1$870.00%00.0%Unchanged
Opal Wealth Advisors, LLC3$2360.00%+3New
Rosenberg Matthew Hamilton5$3900.00%00.0%Unchanged
NVWM, LLC5$3920.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$6280.00%−6−42.9%Reduced
Cherry Tree Wealth Management, LLC8$6280.00%00.0%Unchanged
Ruedi Wealth Management, Inc.8$6280.00%+8New
Group One Trading, L.P.10$7850.00%−1,990−99.5%Reduced
Annis Gardner Whiting Capital Advisors, LLC10$7850.00%+7+233.3%Added
Avion Wealth14$1.00K0.00%00.0%Unchanged
Penserra Capital Management LLC18$1.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC14$1.10K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.18K0.00%00.0%Unchanged
Aspect Partners, LLC17$1.33K0.00%+6+54.5%Added
West Paces Advisors Inc.19$1.49K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.57K0.00%00.0%Unchanged
Hallmark Capital Management Inc20$1.57K0.00%+20New
Dunhill Financial, LLC20$1.59K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.23$1.79K0.00%00.0%Unchanged
Valued Wealth Advisors LLC23$1.80K0.00%00.0%Unchanged
Lazard Asset Management LLC35$2.00K0.00%−8−18.6%Reduced
LRI Investments, LLC26$2.04K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC34$2.67K0.00%00.0%Unchanged
SJS Investment Consulting Inc.34$2.67K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC34$2.67K0.00%+5+17.2%Added
DiNuzzo Private Wealth, Inc.35$2.75K0.00%+5+16.7%Added
Sandy Spring Bank38$2.98K0.00%+38New
Raffa Wealth Management, LLC41$3.22K0.00%00.0%Unchanged
Abound Wealth Management41$3.22K0.00%00.0%Unchanged
Archer Investment Corp44$3.45K0.00%00.0%Unchanged
Davis Capital Management46$3.59K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC51$4.40K0.00%+51New
South State Corp.57$4.47K0.00%+57New
Crewe Advisors LLC61$4.79K0.00%00.0%Unchanged
Globeflex Capital L P63$4.94K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC66$5.18K0.00%00.0%Unchanged
McIlrath & Eck, LLC71$5.57K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$6.00K0.01%00.0%Unchanged
Financial Management Professionals, Inc.76$6.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC78$6.12K0.00%00.0%Unchanged
Westend Capital Management, LLC80$6.24K0.00%00.0%Unchanged
Ancora Advisors, LLC90$7.06K0.00%−629−87.5%Reduced
Cornerstone Planning Group LLC105$7.66K0.00%−16−13.2%Reduced
Atwood & Palmer Inc100$7.84K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$7.84K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$7.84K0.01%+100New
Bray Capital Advisors101$7.92K0.00%00.0%Unchanged
Salomon & Ludwin, LLC109$8.55K0.00%−390−78.2%Reduced
Tucker Asset Management LLC109$8.55K0.00%00.0%Unchanged
Peoples Bank110$8.63K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$8.63K0.00%00.0%Unchanged
REAP Financial Group, LLC110$8.63K0.00%+1+0.9%Added
TD Waterhouse Canada Inc.112$8.78K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.103$8.89K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC117$9.18K0.00%00.0%Unchanged
Mendota Financial Group, LLC118$9.26K0.00%00.0%Unchanged
Painted Porch Advisors LLC119$9.34K0.01%+119New
Coppell Advisory Solutions LLC122$9.57K0.00%+122New
Thurston, Springer, Miller, Herd & Titak, Inc.123$9.65K0.00%+123New
Sachetta, LLC122$9.98K0.00%+7+6.1%Added
Exchange Traded Concepts, LLC130$10.2K0.00%+22+20.4%Added
Gilliland Jeter Wealth Management LLC131$10.3K0.00%00.0%Unchanged
New Millennium Group LLC136$10.7K0.01%+136New
GW&K Investment Management, LLC136$11.0K0.00%+14+11.5%Added
Creative Financial Designs Inc146$11.5K0.00%+1+0.7%Added
Zions Bancorporation, N.A.157$12.3K0.00%−8−4.8%Reduced
Private Wealth Management Group, LLC161$12.6K0.01%00.0%Unchanged
Hobbs Group Advisors, LLC172$13.5K0.01%+172New
Investors Research Corp173$13.6K0.00%00.0%Unchanged
Raleigh Capital Management Inc.174$13.7K0.01%+39+28.9%Added
Great Lakes Retirement, Inc.176$13.8K0.00%+176New
NBC Securities, Inc.190$14.0K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC180$14.1K0.01%+180New
Wetzel Investment Advisors, Inc.172$14.8K0.01%00.0%Unchanged
Smithfield Trust Co190$15.0K0.00%00.0%Unchanged
Union Savings Bank195$15.3K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC195$15.3K0.00%00.0%Unchanged
Cultivar Capital, Inc.196$15.4K0.01%+196New
Strategic Investment Solutions, Inc.189$15.4K0.00%+189New
Rocky Mountain Advisers, LLC211$16.6K0.01%00.0%Unchanged
MV Capital Management, Inc.215$16.9K0.00%−759−77.9%Reduced
Covestor Ltd214$17.0K0.01%−1,032−82.8%Reduced
Beacon Capital Management, LLC217$17.0K0.00%+58+36.5%Added
Key Financial Inc219$17.2K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC221$17.3K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC225$17.7K0.01%00.0%Unchanged
Colonial Trust Co229$18.2K0.00%−287−55.6%Reduced
Caldwell Trust Co235$18.4K0.00%00.0%Unchanged
Private Trust Co NA250$19.6K0.00%00.0%Unchanged
Versant Capital Management, Inc257$20.2K0.01%+212+471.1%Added
Center for Financial Planning, Inc.264$20.7K0.00%00.0%Unchanged
Hoertkorn Richard Charles272$21.3K0.01%00.0%Unchanged
North Star Investment Management Corp.277$21.7K0.00%00.0%Unchanged
First Horizon Advisors, Inc.288$22.6K0.00%+6+2.1%Added