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 |
|---|---|---|---|---|---|
| Mokosak Advisory Group, LLC | 7,151 | $561.0K | 0.19% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 7,156 | $561.4K | 0.07% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 7,160 | $561.7K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,202 | $565.0K | 0.00% | +1,731+31.6% | Added |
| Gilbert & Cook, Inc. | 7,210 | $565.7K | 0.08% | −7−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 7,263 | $569.8K | 0.52% | −116−1.6% | Reduced |
| Steele Capital Management, Inc. | 7,319 | $574.2K | 0.03% | −172−2.3% | Reduced |
| United Capital Financial Advisers, LLC | 7,329 | $574.9K | 0.00% | −284−3.7% | Reduced |
| Scientech Research LLC | 7,374 | $578.5K | 0.12% | +7,374 | New |
| Wetherby Asset Management Inc | 7,386 | $579.4K | 0.03% | −194−2.6% | Reduced |
| Vivid Wealth Management, LLC | 7,533 | $591.0K | 0.33% | +10.0% | Added |
| Conning Inc. | 7,541 | $591.6K | 0.02% | −21,721−74.2% | Reduced |
| nVerses Capital, LLC | 7,600 | $596.2K | 0.36% | +7,600 | New |
| Norinchukin Bank, The | 7,692 | $603.4K | 0.02% | +45+0.6% | Added |
| Empirical Finance, LLC | 7,733 | $606.7K | 0.04% | −753−8.9% | Reduced |
| Two Sigma Securities, LLC | 7,745 | $607.6K | 0.03% | +7,745 | New |
| TownSquare Capital, LLC | 7,784 | $610.7K | 0.01% | +274+3.6% | Added |
| Wolff Financial Management LLC | 7,815 | $613.0K | 0.45% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 8,000 | $627.6K | 0.01% | −28,800−78.3% | Reduced |
| NBT Bank N A | 8,000 | $627.6K | 0.04% | +8,000 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,007 | $628.1K | 0.03% | +38+0.5% | Added |
| Vinva Investment Management Ltd | 7,919 | $629.2K | 0.03% | +45+0.6% | Added |
| Fox Run Management, L.L.C. | 8,041 | $630.8K | 0.12% | −3,548−30.6% | Reduced |
| Plimoth Trust Co LLC | 8,063 | $632.5K | 0.17% | −415−4.9% | Reduced |
| Strategy Asset Managers LLC | 8,474 | $642.7K | 0.14% | +8,474 | New |
| Sherbrooke Park Advisers LLC | 8,208 | $643.9K | 0.11% | +2,079+33.9% | Added |
| Omers Administration Corp | 8,283 | $649.8K | 0.01% | +8,283 | New |
| Fifth Third Bancorp | 8,319 | $652.6K | 0.00% | +77+0.9% | Added |
| Lion Street Advisors, LLC | 8,387 | $658.0K | 0.24% | −23−0.3% | Reduced |
| Petrus Trust Company, LTA | 8,411 | $659.8K | 0.06% | 00.0% | Unchanged |
| City State Bank | 8,562 | $671.7K | 0.27% | +346+4.2% | Added |
| Umb Bank N A | 8,578 | $672.9K | 0.01% | −2,270−20.9% | Reduced |
| Pearl River Capital, LLC | 8,643 | $678.0K | 0.11% | +8,643 | New |
| Pinnacle Associates Ltd | 8,671 | $680.2K | 0.01% | −551−6.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,716 | $684.0K | 0.01% | −5,926−40.5% | Reduced |
| Legacy Financial Group LLC | 8,741 | $685.7K | 0.13% | +422+5.1% | Added |
| Rockland Trust Co | 8,777 | $688.6K | 0.04% | +24+0.3% | Added |
| KC Investment Advisors, LLC | 8,790 | $689.6K | 0.34% | +569+6.9% | Added |
| Allworth Financial LP | 8,160 | $691.2K | 0.00% | +87+1.1% | Added |
| XTX Topco Ltd | 8,943 | $701.6K | 0.06% | +8,943 | New |
| LGT Group Foundation | 9,000 | $706.0K | 0.01% | +9,000 | New |
| Independent Advisor Alliance | 9,025 | $708.0K | 0.02% | +2,656+41.7% | Added |
| Argonautica Private Wealth Management, Inc | 9,068 | $711.4K | 0.24% | +2,854+45.9% | Added |
| Elevated Capital Advisors, LLC | 9,185 | $720.6K | 0.20% | +9,185 | New |
| Park Avenue Securities LLC | 9,223 | $724.0K | 0.01% | −913−9.0% | Reduced |
| HighPoint Advisor Group LLC | 8,886 | $727.0K | 0.04% | +77+0.9% | Added |
| Basepoint Wealth LLC | 9,509 | $746.0K | 0.59% | −29−0.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $746.1K | 0.04% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 9,449 | $750.8K | 0.00% | +3,386+55.8% | Added |
| Adams Wealth Management | 9,588 | $752.2K | 0.17% | −2,643−21.6% | Reduced |
| CacheTech Inc. | 9,588 | $752.2K | 0.17% | +9,588 | New |
| Steward Partners Investment Advisory, LLC | 9,630 | $755.5K | 0.01% | +1,033+12.0% | Added |
| iA Global Asset Management Inc. | 9,667 | $758.0K | 0.01% | +8,049+497.5% | Added |
| Seven Eight Capital, LP | 9,691 | $760.3K | 0.08% | −9,596−49.8% | Reduced |
| Guggenheim Capital LLC | 9,817 | $770.1K | 0.01% | −8,172−45.4% | Reduced |
| Holderness Investments Co | 9,855 | $773.1K | 0.18% | −51−0.5% | Reduced |
| Sunbelt Securities, Inc. | 9,877 | $774.8K | 0.08% | +2,757+38.7% | Added |
| Blueshift Asset Management, LLC | 10,063 | $789.4K | 0.27% | +7,173+248.2% | Added |
| Ausdal Financial Partners, Inc. | 10,084 | $791.1K | 0.08% | −9−0.1% | Reduced |
| PSI Advisors, LLC | 10,284 | $806.8K | 0.26% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 10,300 | $808.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,424 | $817.7K | 0.03% | +3,176+43.8% | Added |
| LSV Asset Management | 10,600 | $832.0K | 0.00% | −900−7.8% | Reduced |
| West Bancorporation Inc | 10,610 | $832.4K | 0.62% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 10,690 | $839.0K | 0.34% | −292−2.7% | Reduced |
| Metis Global Partners, LLC | 10,697 | $839.2K | 0.03% | −35−0.3% | Reduced |
| Oppenheimer & Co Inc | 10,731 | $841.8K | 0.01% | +385+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 10,738 | $842.4K | 0.00% | +50.0% | Added |
| Denali Advisors LLC | 10,748 | $843.2K | 0.23% | +4,100+61.7% | Added |
| Truist Financial Corp | 10,817 | $848.6K | 0.00% | −1,943−15.2% | Reduced |
| Park Edge Advisors, LLC | 10,891 | $854.4K | 0.26% | 00.0% | Unchanged |
| BBR Partners, LLC | 11,000 | $863.0K | 0.07% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 11,006 | $863.4K | 0.06% | +1,254+12.9% | Added |
| New Mexico Educational Retirement Board | 11,054 | $867.0K | 0.03% | 00.0% | Unchanged |
| South Dakota Investment Council | 11,114 | $872.0K | 0.02% | −16−0.1% | Reduced |
| Hartford Funds Management Co LLC | 11,177 | $876.8K | 0.08% | +1,175+11.7% | Added |
| CWM, LLC | 11,285 | $885.0K | 0.00% | +763+7.3% | Added |
| Teza Capital Management LLC | 11,461 | $899.1K | 0.11% | +11,461 | New |
| Proquility Private Wealth Partners, LLC | 11,547 | $905.9K | 0.31% | +161+1.4% | Added |
| Ascent Group, LLC | 11,689 | $917.0K | 0.07% | −1,965−14.4% | Reduced |
| Glenmede Trust Co NA | 11,713 | $918.9K | 0.00% | −332−2.8% | Reduced |
| M&G Plc | 12,041 | $939.2K | 0.01% | +12,041 | New |
| Louisiana State Employees Retirement System | 12,200 | $957.1K | 0.02% | −600−4.7% | Reduced |
| Walleye Trading LLC | 12,377 | $971.0K | 0.02% | +3,098+33.4% | Added |
| Securian Asset Management, Inc | 12,399 | $972.7K | 0.03% | −514−4.0% | Reduced |
| M&T Bank Corp | 12,604 | $988.8K | 0.00% | −822−6.1% | Reduced |
| Foster Group, Inc. | 12,622 | $990.2K | 0.04% | +210+1.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 12,662 | $993.3K | 0.25% | −4,378−25.7% | Reduced |
| Savant Capital, LLC | 12,736 | $999.1K | 0.01% | −504−3.8% | Reduced |
| HighTower Advisors, LLC | 13,320 | $1.04M | 0.00% | −2,925−18.0% | Reduced |
| AQR Capital Management LLC | 13,451 | $1.06M | 0.00% | +6,001+80.6% | Added |
| Magnetar Financial LLC | 13,556 | $1.06M | 0.02% | +13,556 | New |
| D.A. Davidson & Co. | 13,574 | $1.06M | 0.01% | +1,539+12.8% | Added |
| Hartford Investment Management Co | 13,813 | $1.08M | 0.04% | −406−2.9% | Reduced |
| Everence Capital Management Inc | 13,800 | $1.09M | 0.08% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 14,072 | $1.12M | 0.01% | −67,927−82.8% | Reduced |
| Resources Investment Advisors, LLC. | 14,392 | $1.13M | 0.01% | +184+1.3% | Added |
| Crossmark Global Holdings, Inc. | 14,980 | $1.18M | 0.02% | −870−5.5% | Reduced |
| RSM US Wealth Management LLC | 15,097 | $1.18M | 0.02% | +6,571+77.1% | Added |
| Sanctuary Advisors, LLC | 14,999 | $1.19M | 0.01% | +14,999 | New |