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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, 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
Nemes Rush Group LLC1,504$118.0K0.02%00.0%Unchanged
Legacy Bridge, LLC1,520$119.2K0.07%−1,625−51.7%Reduced
JNBA Financial Advisors1,532$120.2K0.01%00.0%Unchanged
Ashton Thomas Private Wealth, LLC1,554$121.9K0.01%+1,554New
Harbor Investment Advisory, LLC1,579$123.9K0.01%+3+0.2%Added
Gradient Investments LLC1,610$126.3K0.00%+988+158.8%Added
Bokf, NA1,699$133.3K0.00%−51−2.9%Reduced
Ronald Blue Trust, Inc.1,554$134.1K0.00%+1,060+214.6%Added
GeoWealth Management, LLC1,725$135.3K0.01%−656−27.6%Reduced
Silvant Capital Management LLC1,747$137.1K0.01%00.0%Unchanged
Jones Financial Companies LLLP1,854$145.4K0.00%+1,392+301.3%Added
Atlas Capital Advisors LLC1,886$148.0K0.02%00.0%Unchanged
International Assets Investment Management, LLC1,975$155.0K0.01%+1,975New
Parallel Advisors, LLC2,025$158.9K0.00%+302+17.5%Added
Harbour Investments, Inc.2,028$159.1K0.01%+3+0.1%Added
Principal Securities, Inc.2,100$164.8K0.00%+656+45.4%Added
Continuum Advisory, LLC2,112$165.7K0.02%−170−7.4%Reduced
Quadrant Capital Group LLC2,153$168.9K0.01%+218+11.3%Added
Assetmark, Inc2,185$171.4K0.00%+132+6.4%Added
EntryPoint Capital, LLC2,199$172.5K0.08%+2,199New
West Financial Advisors, LLC2,431$190.7K0.04%−31−1.3%Reduced
VisionPoint Advisory Group, LLC2,462$193.1K0.07%00.0%Unchanged
TSFG, LLC2,479$194.0K0.05%00.0%Unchanged
Huntington National Bank2,490$195.3K0.00%+19+0.8%Added
FinTrust Capital Advisors, LLC2,494$195.7K0.04%+294+13.4%Added
Leavell Investment Management, Inc.2,555$200.0K0.01%+99+4.0%Added
CIBC Private Wealth Group, LLC2,554$200.4K0.00%−58−2.2%Reduced
Atria Investments LLC2,571$201.7K0.00%+2,571New
Sageworth Trust Co2,577$202.2K0.01%00.0%Unchanged
Mather Group, LLC.2,348$202.7K0.00%+231+10.9%Added
Advisory Alpha, LLC2,586$202.9K0.01%−156−5.7%Reduced
Essex Financial Services, Inc.2,756$205.1K0.02%+2,756New
Ameritas Investment Partners, Inc.2,638$207.0K0.01%00.0%Unchanged
Aptus Capital Advisors, LLC2,651$208.0K0.00%+72+2.8%Added
Graypoint LLC2,654$208.2K0.01%+140+5.6%Added
Westmount Partners, LLC2,687$209.6K0.07%00.0%Unchanged
Trust Asset Management LLC2,678$210.1K0.02%00.0%Unchanged
Whittier Trust Co2,685$210.6K0.00%+185+7.4%Added
Advisory Services Network, LLC2,700$211.8K0.00%−57−2.1%Reduced
Geller Advisors LLC2,702$212.0K0.02%+186+7.4%Added
Virtu Financial LLC2,723$214.0K0.01%+2,723New
Acropolis Investment Management, LLC2,753$216.0K0.01%−118−4.1%Reduced
Meeder Advisory Services, Inc.2,772$217.5K0.02%+2,772New
Park National Corp2,780$218.1K0.01%00.0%Unchanged
Signaturefd, LLC2,781$218.2K0.00%+5+0.2%Added
Kinloch Capital, LLC2,785$218.5K0.11%+155+5.9%Added
Brown Brothers Harriman & Co2,788$218.7K0.00%+2,526+964.1%Added
Security National Bank2,795$219.3K0.03%00.0%Unchanged
Boston Private Wealth LLC2,801$219.8K0.01%−835−23.0%Reduced
Prossimo Advisors, LLC2,803$220.0K0.20%+20+0.7%Added
Brighton Jones LLC2,822$221.4K0.01%+42+1.5%Added
Snowden Capital Advisors LLC2,835$222.4K0.01%+7+0.2%Added
Checchi Capital Advisers, LLC2,835$222.4K0.02%00.0%Unchanged
Sequoia Financial Advisors, LLC2,864$224.7K0.00%+366+14.7%Added
Northwest Wealth Management, LLC2,884$226.2K0.06%+9+0.3%Added
Ballentine Partners, LLC2,906$228.0K0.00%+138+5.0%Added
Concurrent Investment Advisors, LLC2,908$228.2K0.01%+2,908New
International Private Wealth Advisors LLC2,935$230.2K0.39%−970−24.8%Reduced
Longfellow Investment Management Co LLC2,980$233.8K0.06%+20+0.7%Added
Brown Advisory Inc2,994$234.9K0.00%+2,994New
Shepherd Financial Partners LLC3,000$235.3K0.03%+344+13.0%Added
Sciencast Management LP3,000$235.3K0.08%−5,090−62.9%Reduced
Security National Bank of So Dak3,000$235.3K0.14%00.0%Unchanged
Glassy Mountain Advisors, Inc.3,000$235.3K0.09%00.0%Unchanged
Wedmont Private Capital2,776$235.8K0.01%+250+9.9%Added
HB Wealth Management, LLC3,044$238.8K0.00%+251+9.0%Added
Jackson, Grant Investment Advisers, Inc.3,071$240.9K0.10%00.0%Unchanged
Laurion Capital Management LP3,077$241.4K0.01%−5,084−62.3%Reduced
Daymark Wealth Partners, LLC3,083$241.9K0.01%+3,083New
Pitcairn Co3,096$242.9K0.01%+146+4.9%Added
SageView Advisory Group, LLC3,102$243.3K0.01%+3,102New
Nomura Holdings Inc3,120$244.8K0.00%+3,120New
Horizon Investments, LLC3,133$245.8K0.01%−14−0.4%Reduced
Profund Advisors LLC3,137$246.1K0.01%−127−3.9%Reduced
Verdence Capital Advisors LLC3,145$246.7K0.02%−6,437−67.2%Reduced
Chesley Taft & Associates LLC3,159$247.8K0.01%+3+0.1%Added
Koshinski Asset Management, Inc.3,081$249.2K0.02%−181−5.5%Reduced
Central Trust Co3,179$249.4K0.01%00.0%Unchanged
Rothschild Investment LLC3,192$250.4K0.02%−132−4.0%Reduced
Centennial Wealth Advisory LLC3,228$253.2K0.11%−840−20.6%Reduced
First Citizens Financial Corp3,261$255.8K0.15%00.0%Unchanged
Transamerica Financial Advisors, Inc.3,275$257.0K0.03%00.0%Unchanged
Keeler & Nadler Financial Planning & Wealth Management3,332$261.4K0.14%00.0%Unchanged
Belpointe Asset Management LLC3,332$261.4K0.02%+163+5.1%Added
Paragon Capital Management Ltd3,333$261.5K0.05%+3,333New
LVW Advisors, LLC3,336$261.7K0.04%+3,336New
Skopos Labs, Inc.3,070$264.1K0.11%00.0%Unchanged
Symmetry Partners, LLC3,395$266.0K0.01%00.0%Unchanged
We Are One Seven, LLC3,395$266.4K0.01%+755+28.6%Added
Raymond James Trust N.A.3,397$266.5K0.01%+41+1.2%Added
Oldfather Financial Services, LLC3,414$267.8K0.11%+3,414New
MQS Management LLC3,436$269.6K0.16%+3,436New
Ellevest, Inc.3,503$274.8K0.02%−1,475−29.6%Reduced
Keybank National Association3,531$277.0K0.00%+44+1.3%Added
Regal Investment Advisors LLC3,534$277.3K0.02%−200−5.4%Reduced
HBK Sorce Advisory LLC3,560$279.3K0.01%+98+2.8%Added
Empowered Funds, LLC3,560$279.3K0.00%+384+12.1%Added
GAMMA Investing LLC3,572$280.2K0.04%+1,630+83.9%Added
Renaissance Group LLC3,581$280.9K0.01%+96+2.8%Added
Iron Horse Wealth Management, LLC3,599$282.3K0.11%00.0%Unchanged