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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,401 | $109.9K | 0.00% | +107+8.3% | Added |
| Laffer Tengler Investments | 1,392 | $109.2K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,380 | $108.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,360 | $106.7K | 0.01% | +24+1.8% | Added |
| Manchester Capital Management LLC | 1,315 | $103.2K | 0.01% | +266+25.4% | Added |
| Quent Capital, LLC | 1,281 | $100.5K | 0.01% | +4+0.3% | Added |
| Capital Advisors, Ltd. LLC | 1,249 | $98.0K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,217 | $95.5K | 0.07% | +4+0.3% | Added |
| Quarry LP | 1,157 | $90.8K | 0.04% | +1,157 | New |
| CoreCap Advisors, LLC | 1,102 | $86.5K | 0.01% | 00.0% | Unchanged |
| Andra AP-fonden | 1,100 | $86.3K | 0.00% | −19,600−94.7% | Reduced |
| Olistico Wealth, LLC | 1,097 | $86.1K | 0.05% | +1,097 | New |
| Smartleaf Asset Management LLC | 1,074 | $85.3K | 0.01% | +239+28.6% | Added |
| Deseret Mutual Benefit Administrators | 1,085 | $85.1K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $82.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,037 | $81.4K | 0.00% | +777+298.8% | Added |
| Westpac Banking Corp | 1,029 | $80.7K | 0.01% | −830−44.6% | Reduced |
| Duncker Streett & Co Inc | 1,010 | $79.2K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 1,003 | $78.7K | 0.01% | +45+4.7% | Added |
| Pingora Partners LLC | 1,000 | $78.5K | 0.06% | −150−13.0% | Reduced |
| Venturi Wealth Management, LLC | 989 | $77.6K | 0.00% | +319+47.6% | Added |
| EverSource Wealth Advisors, LLC | 930 | $75.8K | 0.01% | +143+18.2% | Added |
| Pinnacle Bancorp, Inc. | 951 | $74.6K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 942 | $73.9K | 0.00% | −55−5.5% | Reduced |
| CVA Family Office, LLC | 931 | $73.0K | 0.01% | +6+0.6% | Added |
| AdvisorNet Financial, Inc | 903 | $70.8K | 0.01% | −3−0.3% | Reduced |
| Geneos Wealth Management Inc. | 893 | $70.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 850 | $66.7K | 0.01% | +817+2,475.8% | Added |
| First Community Trust NA | 817 | $64.1K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 804 | $63.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 787 | $61.5K | 0.01% | +606+334.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 782 | $61.3K | 0.01% | −300−27.7% | Reduced |
| Valley National Advisers Inc | 786 | $61.0K | 0.01% | +15+1.9% | Added |
| Stephens Consulting, LLC | 725 | $56.9K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 708 | $55.5K | 0.01% | +55+8.4% | Added |
| Godsey & Gibb Associates | 700 | $54.9K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 697 | $54.7K | 0.03% | +6+0.9% | Added |
| WFA Asset Management Corp | 688 | $54.0K | 0.03% | +4+0.6% | Added |
| SRS Capital Advisors, Inc. | 658 | $51.7K | 0.01% | +396+151.1% | Added |
| Plante Moran Financial Advisors, LLC | 646 | $50.7K | 0.01% | +100+18.3% | Added |
| WR Wealth Planners, LLC | 643 | $50.4K | 0.02% | +17+2.7% | Added |
| First Command Advisory Services, Inc. | 628 | $49.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 613 | $48.1K | 0.00% | +219+55.6% | Added |
| Winch Advisory Services, LLC | 606 | $47.5K | 0.01% | +4+0.7% | Added |
| Parkside Financial Bank & Trust | 592 | $46.4K | 0.01% | −1−0.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 583 | $46.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $45.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 559 | $43.9K | 0.02% | 00.0% | Unchanged |
| Innealta Capital, LLC | 549 | $43.1K | 0.01% | +549 | New |
| Stilwell Value LLC | 547 | $42.9K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 524 | $41.1K | 0.01% | +18+3.6% | Added |
| Clearstead Advisors, LLC | 523 | $41.0K | 0.00% | −196−27.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 528 | $41.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 514 | $40.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 506 | $40.0K | 0.00% | −1,872−78.7% | Reduced |
| Global Financial Private Client, LLC | 500 | $39.2K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 499 | $39.0K | 0.00% | 00.0% | Unchanged |
| Motco | 494 | $38.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 490 | $38.4K | 0.02% | +490 | New |
| St Germain D J Co Inc | 489 | $38.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 482 | $37.8K | 0.00% | +29+6.4% | Added |
| Private Ocean, LLC | 477 | $37.4K | 0.00% | −77−13.9% | Reduced |
| Massmutual Trust Co FSB | 468 | $36.7K | 0.00% | +74+18.8% | Added |
| Fortis Group Advisors, LLC | 458 | $35.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 449 | $35.2K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $35.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 444 | $34.8K | 0.01% | +40+9.9% | Added |
| Leonteq Securities AG | 436 | $34.2K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 419 | $32.9K | 0.01% | +419 | New |
| Newbridge Financial Services Group, Inc. | 418 | $32.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $32.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 415 | $32.6K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 396 | $31.1K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $31.1K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $31.1K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 381 | $29.9K | 0.00% | +5+1.3% | Added |
| Riggs Asset Managment Co. Inc. | 372 | $29.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $28.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 364 | $28.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 356 | $27.9K | 0.00% | +41+13.0% | Added |
| GHP Investment Advisors, Inc. | 341 | $26.8K | 0.00% | +115+50.9% | Added |
| Concord Wealth Partners | 337 | $26.4K | 0.00% | −2,800−89.3% | Reduced |
| EdgeRock Capital LLC | 325 | $25.5K | 0.02% | +325 | New |
| Lindbrook Capital, LLC | 321 | $25.2K | 0.00% | +173+116.9% | Added |
| Providence Capital Advisors, LLC | 320 | $25.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 314 | $24.6K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $24.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 304 | $23.8K | 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 |
| 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 |
| First Pacific Financial | 295 | $23.1K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 293 | $23.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 290 | $22.8K | 0.00% | +276+1,971.4% | Added |
| First Horizon Advisors, Inc. | 288 | $22.6K | 0.00% | +6+2.1% | Added |
| North Star Investment Management Corp. | 277 | $21.7K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $21.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $20.7K | 0.00% | 00.0% | Unchanged |