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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
Lake Street Advisors Group, LLC3,607$283.0K0.01%−335−8.5%Reduced
Lake Street Financial LLC3,632$284.9K0.04%−81−2.2%Reduced
Relative Value Partners Group, LLC3,632$284.9K0.04%+3,632New
Farmers & Merchants Investments Inc3,696$290.0K0.01%00.0%Unchanged
Sageworth Trust Co of South Dakota3,697$290.0K0.43%−59−1.6%Reduced
GTS Securities LLC3,720$291.8K0.01%+3,720New
Glaxis Capital Management, LLC3,733$292.9K0.51%−10,883−74.5%Reduced
9258 Wealth Management, LLC3,765$295.4K0.05%−18−0.5%Reduced
Stratos Wealth Partners, LTD.3,799$298.1K0.00%+47+1.3%Added
Robinson Smith Wealth Advisors LLC3,824$300.0K0.26%+3+0.1%Added
Warren Averett Asset Management, LLC3,882$304.5K0.01%+174+4.7%Added
Pinebridge Investments, L.P.3,887$304.9K0.00%−12,938−76.9%Reduced
Sonora Investment Management Group, LLC3,600$310.7K0.02%00.0%Unchanged
DoubleLine ETF Adviser LP3,966$311.1K0.08%−132−3.2%Reduced
Nilsine Partners, LLC3,974$311.8K0.04%+264+7.1%Added
Seeds Investor LLC3,978$312.0K0.16%+1,126+39.5%Added
Burney Co4,043$317.2K0.01%−781−16.2%Reduced
Capstone Investment Advisors, LLC4,045$317.3K0.01%+876+27.6%Added
Prudential PLC4,081$320.2K0.00%00.0%Unchanged
180 Wealth Advisors, LLC3,831$321.4K0.05%−351−8.4%Reduced
Bartlett & Co. Wealth Management LLC4,155$326.0K0.00%00.0%Unchanged
Colony Group, LLC4,215$331.0K0.00%+1,166+38.2%Added
Ground Swell Capital, LLC4,241$332.7K0.32%+4,241New
Fuller & Thaler Asset Management, Inc.4,288$336.4K0.00%+2,345+120.7%Added
Wedbush Securities Inc4,333$340.0K0.01%−124−2.8%Reduced
Beacon Pointe Advisors, LLC4,405$345.6K0.00%−62−1.4%Reduced
Arete Wealth Advisors, LLC4,431$348.0K0.03%+4,431New
Resolute Wealth Strategies, LLC4,474$351.0K0.20%+14+0.3%Added
Benjamin F. Edwards & Company, Inc.4,504$354.0K0.01%+161+3.7%Added
Paloma Partners Management Co4,543$356.4K0.03%+4,543New
Catalyst Funds Management Pty Ltd4,600$360.9K0.10%−10,300−69.1%Reduced
Boothbay Fund Management, LLC4,635$363.6K0.01%+4,635New
Maven Securities LTD4,650$364.8K0.06%+4,650New
MML Investors Services, LLC4,658$365.0K0.00%−480−9.3%Reduced
Vestcor Inc4,663$366.0K0.01%00.0%Unchanged
GWM Advisors LLC4,886$383.4K0.00%−922−15.9%Reduced
Harbor Capital Advisors, Inc.4,947$388.0K0.03%+12+0.2%Added
Buckingham Strategic Partners4,951$388.4K0.01%+297+6.4%Added
Hancock Whitney Corp4,963$389.4K0.01%−6−0.1%Reduced
Erste Asset Management GmbH4,900$389.4K0.01%00.0%Unchanged
NorthRock Partners, LLC5,012$393.2K0.01%+724+16.9%Added
Blair William & Co5,013$393.3K0.00%+108+2.2%Added
Beacon Financial Group5,021$393.9K0.04%−40−0.8%Reduced
Csenge Advisory Group5,033$394.9K0.02%−626−11.1%Reduced
Aquatic Capital Management LLC5,100$400.1K0.01%+5,100New
Nicolet Bankshares Inc5,143$403.5K0.10%−275−5.1%Reduced
Benin Management CORP5,200$407.9K0.12%00.0%Unchanged
Investment Management Corp of Ontario5,220$409.5K0.01%+1,400+36.6%Added
Jacobi Capital Management LLC5,253$412.1K0.04%−48−0.9%Reduced
Capula Management Ltd5,270$413.4K0.00%+5,270New
Simplicity Wealth,LLC5,334$418.5K0.01%+173+3.4%Added
Bleakley Financial Group, LLC5,334$418.5K0.01%+173+3.4%Added
Waldron Private Wealth LLC5,370$421.3K0.02%+36+0.7%Added
Buckingham Strategic Wealth, LLC5,440$426.8K0.00%−118−2.1%Reduced
My Legacy Advisors, LLC5,440$426.8K0.14%+255+4.9%Added
Twin Capital Management Inc5,449$427.5K0.05%−58−1.1%Reduced
Heartland Bank & Trust Co5,496$431.2K0.24%+234+4.4%Added
Apollon Wealth Management, LLC5,504$431.8K0.01%+399+7.8%Added
Proequities, Inc.5,526$433.5K0.03%−79−1.4%Reduced
Lido Advisors, LLC5,543$434.9K0.00%+830+17.6%Added
Legacy Financial Advisors, Inc.5,575$437.3K0.08%+145+2.7%Added
Coldstream Capital Management Inc5,599$439.2K0.01%+84+1.5%Added
Syon Capital LLC5,673$445.0K0.04%+51+0.9%Added
Marquette Asset Management, LLC5,702$447.3K0.08%−360−5.9%Reduced
Oak Thistle LLC5,792$454.4K0.34%+5,792New
Equitable Holdings, Inc.5,810$455.8K0.00%+50+0.9%Added
Gentry Private Wealth, LLC5,814$456.1K0.40%+5,814New
Plato Investment Management Ltd5,993$470.2K0.04%00.0%Unchanged
Tokio Marine Asset Management Co Ltd6,112$479.5K0.02%00.0%Unchanged
Hilltop Holdings Inc.6,118$479.9K0.06%+10+0.2%Added
Impact Partnership Wealth, LLC6,144$482.0K0.13%+6,144New
Prime Capital Investment Advisors, LLC6,216$487.7K0.01%−616−9.0%Reduced
CAPROCK Group, Inc.6,223$488.3K0.02%+1,051+20.3%Added
Regions Financial Corp6,250$490.3K0.00%+15+0.2%Added
Venture Visionary Partners LLC6,256$490.8K0.02%+20.0%Added
Strategic Financial Concepts, LLC40,250$492.0K0.00%+40,250New
Ieq Capital, LLC6,274$492.2K0.01%+894+16.6%Added
Premier Path Wealth Partners, LLC6,286$493.1K0.08%−74−1.2%Reduced
Farther Finance Advisors, LLC6,325$493.5K0.02%+135+2.2%Added
Hilltop National Bank6,299$494.2K0.16%00.0%Unchanged
Veriti Management LLC6,320$495.8K0.03%+1,194+23.3%Added
Qsemble Capital Management, LP6,366$499.4K0.09%−11,853−65.1%Reduced
Capital Investment Advisors, LLC6,428$504.3K0.01%+626+10.8%Added
Forum Financial Management, LP6,433$504.7K0.01%−446−6.5%Reduced
Sompo Asset Management Co., Ltd.6,460$506.8K0.09%+450+7.5%Added
Romano Brothers and Company6,485$508.7K0.07%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,601$517.8K0.02%−903−12.0%Reduced
Merit Financial Group, LLC6,639$520.8K0.01%−279−4.0%Reduced
Vontobel Holding Ltd.6,647$521.5K0.00%−307−4.4%Reduced
Entropy Technologies, LP6,674$523.6K0.06%+6,674New
Iowa State Bank6,737$528.5K0.12%−1,233−15.5%Reduced
V-Square Quantitative Management LLC6,758$530.2K0.09%+522+8.4%Added
Palisade Asset Management, LLC6,800$533.5K0.06%00.0%Unchanged
Greenleaf Trust6,813$534.5K0.01%+260+4.0%Added
Northwestern Mutual Investment Management Company, LLC6,863$538.4K0.01%−97−1.4%Reduced
Avantax Advisory Services, Inc.6,889$540.4K0.00%+6,889New
NEOS Investment Management LLC6,936$544.1K0.02%+1,992+40.3%Added
Vident Advisory, LLC6,942$544.6K0.02%−650−8.6%Reduced
Kentucky Retirement Systems Insurance Trust Fund6,955$545.6K0.04%−283−3.9%Reduced
Paradigm Financial Partners, LLC7,065$554.2K0.08%+165+2.4%Added