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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 290 | $22.8K | 0.00% | +276+1,971.4% | Added |
| Advantage Trust Co | 293 | $23.0K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 295 | $23.1K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 296 | $23.2K | 0.01% | −380−56.2% | Reduced |
| Halpern Financial, Inc. | 296 | $23.2K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $23.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $23.5K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 300 | $23.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 304 | $23.8K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $24.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 314 | $24.6K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 320 | $25.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 321 | $25.2K | 0.00% | +173+116.9% | Added |
| EdgeRock Capital LLC | 325 | $25.5K | 0.02% | +325 | New |
| Concord Wealth Partners | 337 | $26.4K | 0.00% | −2,800−89.3% | Reduced |
| GHP Investment Advisors, Inc. | 341 | $26.8K | 0.00% | +115+50.9% | Added |
| TD Private Client Wealth LLC | 356 | $27.9K | 0.00% | +41+13.0% | Added |
| Sugarloaf Wealth Management, LLC | 364 | $28.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $28.6K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 372 | $29.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 381 | $29.9K | 0.00% | +5+1.3% | Added |
| Riverview Trust Co | 396 | $31.1K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $31.1K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 396 | $31.1K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 415 | $32.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $32.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 418 | $32.8K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 419 | $32.9K | 0.01% | +419 | New |
| Leonteq Securities AG | 436 | $34.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 444 | $34.8K | 0.01% | +40+9.9% | Added |
| Paladin Advisory Group, LLC | 449 | $35.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 449 | $35.2K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $35.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 468 | $36.7K | 0.00% | +74+18.8% | Added |
| Private Ocean, LLC | 477 | $37.4K | 0.00% | −77−13.9% | Reduced |
| Asset Dedication, LLC | 482 | $37.8K | 0.00% | +29+6.4% | Added |
| St Germain D J Co Inc | 489 | $38.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 490 | $38.4K | 0.02% | +490 | New |
| Motco | 494 | $38.8K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 499 | $39.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $39.2K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 506 | $40.0K | 0.00% | −1,872−78.7% | Reduced |
| Anchor Investment Management, LLC | 514 | $40.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 528 | $41.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 523 | $41.0K | 0.00% | −196−27.3% | Reduced |
| Hexagon Capital Partners LLC | 524 | $41.1K | 0.01% | +18+3.6% | Added |
| Stilwell Value LLC | 547 | $42.9K | 0.02% | 00.0% | Unchanged |
| Innealta Capital, LLC | 549 | $43.1K | 0.01% | +549 | New |
| Clean Yield Group | 559 | $43.9K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 583 | $46.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 592 | $46.4K | 0.01% | −1−0.2% | Reduced |
| Winch Advisory Services, LLC | 606 | $47.5K | 0.01% | +4+0.7% | Added |
| MCF Advisors LLC | 613 | $48.1K | 0.00% | +219+55.6% | Added |
| First Command Advisory Services, Inc. | 628 | $49.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 643 | $50.4K | 0.02% | +17+2.7% | Added |
| Plante Moran Financial Advisors, LLC | 646 | $50.7K | 0.01% | +100+18.3% | Added |
| SRS Capital Advisors, Inc. | 658 | $51.7K | 0.01% | +396+151.1% | Added |
| WFA Asset Management Corp | 688 | $54.0K | 0.03% | +4+0.6% | Added |
| RE Dickinson Investment Advisors, LLC | 697 | $54.7K | 0.03% | +6+0.9% | Added |
| Godsey & Gibb Associates | 700 | $54.9K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 708 | $55.5K | 0.01% | +55+8.4% | Added |
| Stephens Consulting, LLC | 725 | $56.9K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 786 | $61.0K | 0.01% | +15+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 782 | $61.3K | 0.01% | −300−27.7% | Reduced |
| ORG Partners LLC | 787 | $61.5K | 0.01% | +606+334.8% | Added |
| Johnson Financial Group, Inc. | 804 | $63.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 817 | $64.1K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 850 | $66.7K | 0.01% | +817+2,475.8% | Added |
| Geneos Wealth Management Inc. | 893 | $70.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 903 | $70.8K | 0.01% | −3−0.3% | Reduced |
| CVA Family Office, LLC | 931 | $73.0K | 0.01% | +6+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 942 | $73.9K | 0.00% | −55−5.5% | Reduced |
| Pinnacle Bancorp, Inc. | 951 | $74.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 930 | $75.8K | 0.01% | +143+18.2% | Added |
| Venturi Wealth Management, LLC | 989 | $77.6K | 0.00% | +319+47.6% | Added |
| Pingora Partners LLC | 1,000 | $78.5K | 0.06% | −150−13.0% | Reduced |
| BFSG, LLC | 1,003 | $78.7K | 0.01% | +45+4.7% | Added |
| Duncker Streett & Co Inc | 1,010 | $79.2K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,029 | $80.7K | 0.01% | −830−44.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,037 | $81.4K | 0.00% | +777+298.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $82.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,085 | $85.1K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,074 | $85.3K | 0.01% | +239+28.6% | Added |
| Olistico Wealth, LLC | 1,097 | $86.1K | 0.05% | +1,097 | New |
| Andra AP-fonden | 1,100 | $86.3K | 0.00% | −19,600−94.7% | Reduced |
| CoreCap Advisors, LLC | 1,102 | $86.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,157 | $90.8K | 0.04% | +1,157 | New |
| Clarity Asset Management, Inc. | 1,217 | $95.5K | 0.07% | +4+0.3% | Added |
| Capital Advisors, Ltd. LLC | 1,249 | $98.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,281 | $100.5K | 0.01% | +4+0.3% | Added |
| Manchester Capital Management LLC | 1,315 | $103.2K | 0.01% | +266+25.4% | Added |
| JFS Wealth Advisors, LLC | 1,360 | $106.7K | 0.01% | +24+1.8% | Added |
| TCTC Holdings, LLC | 1,380 | $108.3K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,392 | $109.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,401 | $109.9K | 0.00% | +107+8.3% | Added |
| Hills Bank & Trust Co | 1,402 | $110.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,430 | $112.2K | 0.08% | −150−9.5% | Reduced |
| Capital Analysts, LLC | 1,445 | $113.0K | 0.00% | +63+4.6% | Added |
| Abich Financial Wealth Management LLC | 1,464 | $114.8K | 0.08% | +1,464 | New |