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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 14,072 | $1.12M | 0.01% | −67,927−82.8% | Reduced |
| Everence Capital Management Inc | 13,800 | $1.09M | 0.08% | 00.0% | Unchanged |
| Hartford Investment Management Co | 13,813 | $1.08M | 0.04% | −406−2.9% | Reduced |
| D.A. Davidson & Co. | 13,574 | $1.06M | 0.01% | +1,539+12.8% | Added |
| Magnetar Financial LLC | 13,556 | $1.06M | 0.02% | +13,556 | New |
| AQR Capital Management LLC | 13,451 | $1.06M | 0.00% | +6,001+80.6% | Added |
| HighTower Advisors, LLC | 13,320 | $1.04M | 0.00% | −2,925−18.0% | Reduced |
| Savant Capital, LLC | 12,736 | $999.1K | 0.01% | −504−3.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 12,662 | $993.3K | 0.25% | −4,378−25.7% | Reduced |
| Foster Group, Inc. | 12,622 | $990.2K | 0.04% | +210+1.7% | Added |
| M&T Bank Corp | 12,604 | $988.8K | 0.00% | −822−6.1% | Reduced |
| Securian Asset Management, Inc | 12,399 | $972.7K | 0.03% | −514−4.0% | Reduced |
| Walleye Trading LLC | 12,377 | $971.0K | 0.02% | +3,098+33.4% | Added |
| Louisiana State Employees Retirement System | 12,200 | $957.1K | 0.02% | −600−4.7% | Reduced |
| M&G Plc | 12,041 | $939.2K | 0.01% | +12,041 | New |
| Glenmede Trust Co NA | 11,713 | $918.9K | 0.00% | −332−2.8% | Reduced |
| Ascent Group, LLC | 11,689 | $917.0K | 0.07% | −1,965−14.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 11,547 | $905.9K | 0.31% | +161+1.4% | Added |
| Teza Capital Management LLC | 11,461 | $899.1K | 0.11% | +11,461 | New |
| CWM, LLC | 11,285 | $885.0K | 0.00% | +763+7.3% | Added |
| Hartford Funds Management Co LLC | 11,177 | $876.8K | 0.08% | +1,175+11.7% | Added |
| South Dakota Investment Council | 11,114 | $872.0K | 0.02% | −16−0.1% | Reduced |
| New Mexico Educational Retirement Board | 11,054 | $867.0K | 0.03% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 11,006 | $863.4K | 0.06% | +1,254+12.9% | Added |
| BBR Partners, LLC | 11,000 | $863.0K | 0.07% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,891 | $854.4K | 0.26% | 00.0% | Unchanged |
| Truist Financial Corp | 10,817 | $848.6K | 0.00% | −1,943−15.2% | Reduced |
| Denali Advisors LLC | 10,748 | $843.2K | 0.23% | +4,100+61.7% | Added |
| Allspring Global Investments Holdings, LLC | 10,738 | $842.4K | 0.00% | +50.0% | Added |
| Oppenheimer & Co Inc | 10,731 | $841.8K | 0.01% | +385+3.7% | Added |
| Metis Global Partners, LLC | 10,697 | $839.2K | 0.03% | −35−0.3% | Reduced |
| Martin Capital Partners, LLC | 10,690 | $839.0K | 0.34% | −292−2.7% | Reduced |
| West Bancorporation Inc | 10,610 | $832.4K | 0.62% | 00.0% | Unchanged |
| LSV Asset Management | 10,600 | $832.0K | 0.00% | −900−7.8% | Reduced |
| IFP Advisors, Inc | 10,424 | $817.7K | 0.03% | +3,176+43.8% | Added |
| E. Ohman J:or Asset Management AB | 10,300 | $808.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10,284 | $806.8K | 0.26% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,084 | $791.1K | 0.08% | −9−0.1% | Reduced |
| Blueshift Asset Management, LLC | 10,063 | $789.4K | 0.27% | +7,173+248.2% | Added |
| Sunbelt Securities, Inc. | 9,877 | $774.8K | 0.08% | +2,757+38.7% | Added |
| Holderness Investments Co | 9,855 | $773.1K | 0.18% | −51−0.5% | Reduced |
| Guggenheim Capital LLC | 9,817 | $770.1K | 0.01% | −8,172−45.4% | Reduced |
| Seven Eight Capital, LP | 9,691 | $760.3K | 0.08% | −9,596−49.8% | Reduced |
| iA Global Asset Management Inc. | 9,667 | $758.0K | 0.01% | +8,049+497.5% | Added |
| Steward Partners Investment Advisory, LLC | 9,630 | $755.5K | 0.01% | +1,033+12.0% | 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 |
| Rakuten Investment Management, Inc. | 9,449 | $750.8K | 0.00% | +3,386+55.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $746.1K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 9,509 | $746.0K | 0.59% | −29−0.3% | Reduced |
| HighPoint Advisor Group LLC | 8,886 | $727.0K | 0.04% | +77+0.9% | Added |
| Park Avenue Securities LLC | 9,223 | $724.0K | 0.01% | −913−9.0% | Reduced |
| Elevated Capital Advisors, LLC | 9,185 | $720.6K | 0.20% | +9,185 | New |
| Argonautica Private Wealth Management, Inc | 9,068 | $711.4K | 0.24% | +2,854+45.9% | Added |
| Independent Advisor Alliance | 9,025 | $708.0K | 0.02% | +2,656+41.7% | Added |
| LGT Group Foundation | 9,000 | $706.0K | 0.01% | +9,000 | New |
| XTX Topco Ltd | 8,943 | $701.6K | 0.06% | +8,943 | New |
| Allworth Financial LP | 8,160 | $691.2K | 0.00% | +87+1.1% | Added |
| KC Investment Advisors, LLC | 8,790 | $689.6K | 0.34% | +569+6.9% | Added |
| Rockland Trust Co | 8,777 | $688.6K | 0.04% | +24+0.3% | Added |
| Legacy Financial Group LLC | 8,741 | $685.7K | 0.13% | +422+5.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,716 | $684.0K | 0.01% | −5,926−40.5% | Reduced |
| Pinnacle Associates Ltd | 8,671 | $680.2K | 0.01% | −551−6.0% | Reduced |
| Pearl River Capital, LLC | 8,643 | $678.0K | 0.11% | +8,643 | New |
| Umb Bank N A | 8,578 | $672.9K | 0.01% | −2,270−20.9% | Reduced |
| City State Bank | 8,562 | $671.7K | 0.27% | +346+4.2% | Added |
| Petrus Trust Company, LTA | 8,411 | $659.8K | 0.06% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 8,387 | $658.0K | 0.24% | −23−0.3% | Reduced |
| Fifth Third Bancorp | 8,319 | $652.6K | 0.00% | +77+0.9% | Added |
| Omers Administration Corp | 8,283 | $649.8K | 0.01% | +8,283 | New |
| Sherbrooke Park Advisers LLC | 8,208 | $643.9K | 0.11% | +2,079+33.9% | Added |
| Strategy Asset Managers LLC | 8,474 | $642.7K | 0.14% | +8,474 | New |
| Plimoth Trust Co LLC | 8,063 | $632.5K | 0.17% | −415−4.9% | Reduced |
| Fox Run Management, L.L.C. | 8,041 | $630.8K | 0.12% | −3,548−30.6% | Reduced |
| Vinva Investment Management Ltd | 7,919 | $629.2K | 0.03% | +45+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,007 | $628.1K | 0.03% | +38+0.5% | Added |
| 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 |
| Wolff Financial Management LLC | 7,815 | $613.0K | 0.45% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,784 | $610.7K | 0.01% | +274+3.6% | Added |
| Two Sigma Securities, LLC | 7,745 | $607.6K | 0.03% | +7,745 | New |
| Empirical Finance, LLC | 7,733 | $606.7K | 0.04% | −753−8.9% | Reduced |
| Norinchukin Bank, The | 7,692 | $603.4K | 0.02% | +45+0.6% | Added |
| nVerses Capital, LLC | 7,600 | $596.2K | 0.36% | +7,600 | New |
| Conning Inc. | 7,541 | $591.6K | 0.02% | −21,721−74.2% | Reduced |
| Vivid Wealth Management, LLC | 7,533 | $591.0K | 0.33% | +10.0% | Added |
| Wetherby Asset Management Inc | 7,386 | $579.4K | 0.03% | −194−2.6% | Reduced |
| Scientech Research LLC | 7,374 | $578.5K | 0.12% | +7,374 | New |
| United Capital Financial Advisers, LLC | 7,329 | $574.9K | 0.00% | −284−3.7% | Reduced |
| Steele Capital Management, Inc. | 7,319 | $574.2K | 0.03% | −172−2.3% | Reduced |
| OmniStar Financial Group, Inc. | 7,263 | $569.8K | 0.52% | −116−1.6% | Reduced |
| Gilbert & Cook, Inc. | 7,210 | $565.7K | 0.08% | −7−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,202 | $565.0K | 0.00% | +1,731+31.6% | Added |
| Hillsdale Investment Management Inc. | 7,160 | $561.7K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 7,156 | $561.4K | 0.07% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 7,151 | $561.0K | 0.19% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 7,065 | $554.2K | 0.08% | +165+2.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,955 | $545.6K | 0.04% | −283−3.9% | Reduced |
| Vident Advisory, LLC | 6,942 | $544.6K | 0.02% | −650−8.6% | Reduced |
| NEOS Investment Management LLC | 6,936 | $544.1K | 0.02% | +1,992+40.3% | Added |