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Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in Principal Financial Group Inc as of Sep 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
786
−1 vs. Q2 2024
Shares held
164.2M
+18.5M (+12.7%) vs. Q2 2024
Total value
$14.1B
+$2.66B (+23.3%) vs. Q2 2024
New holders
81
255 more added
Sold out
82
291 more reduced

9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 786 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 heldQ3 2024: $14.1B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2024.

Institutions holding PFG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Y.D. More Investments Ltd123$280.00%+6+5.1%Added
SOA Wealth Advisors, LLC.1$960.00%00.0%Unchanged
WestEnd Advisors, LLC2$1720.00%+1+100.0%Added
Ruedi Wealth Management, Inc.4$3440.00%−4−50.0%Reduced
Chesapeake Asset Management LLC5$4290.00%+5New
Rosenberg Matthew Hamilton5$4300.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$6870.00%00.0%Unchanged
Valued Wealth Advisors LLC8$6880.00%−15−65.2%Reduced
Cherry Tree Wealth Management, LLC8$6880.00%00.0%Unchanged
Penserra Capital Management LLC21$1.00K0.00%+3+16.7%Added
Avion Wealth14$1.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC14$1.20K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.29K0.00%00.0%Unchanged
Aspect Partners, LLC17$1.46K0.00%00.0%Unchanged
West Paces Advisors Inc.19$1.63K0.00%00.0%Unchanged
Hallmark Capital Management Inc20$1.72K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.72K0.00%00.0%Unchanged
Dunhill Financial, LLC21$1.77K0.00%+1+5.0%Added
Guardian Wealth Management, Inc.23$1.98K0.00%00.0%Unchanged
Lazard Asset Management LLC28$2.00K0.00%−7−20.0%Reduced
LRI Investments, LLC26$2.25K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC29$2.49K0.00%−5−14.7%Reduced
Prestige Wealth Management Group LLC34$2.92K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.35$3.01K0.00%00.0%Unchanged
Abound Wealth Management41$3.52K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$3.52K0.00%00.0%Unchanged
HM Payson & Co42$3.61K0.00%+42New
Archer Investment Corp44$3.78K0.00%00.0%Unchanged
Grove Bank & Trust45$3.87K0.00%+45New
Davis Capital Management46$3.95K0.00%00.0%Unchanged
Peoples Bank50$4.29K0.00%−60−54.5%Reduced
South State Corp.57$4.90K0.00%00.0%Unchanged
Heritage Wealth Advisors59$5.07K0.00%+59New
Crewe Advisors LLC61$5.24K0.00%00.0%Unchanged
Globeflex Capital L P63$5.41K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC66$5.68K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$6.00K0.01%00.0%Unchanged
McIlrath & Eck, LLC71$6.10K0.00%00.0%Unchanged
Eagle Bay Advisors LLC78$6.70K0.00%00.0%Unchanged
Westend Capital Management, LLC80$6.87K0.00%00.0%Unchanged
Financial Management Professionals, Inc.76$7.00K0.00%00.0%Unchanged
Talon Private Wealth, LLC85$7.30K0.00%+85New
Ancora Advisors, LLC90$7.73K0.00%00.0%Unchanged
Tucker Asset Management LLC91$7.82K0.00%−18−16.5%Reduced
Ritter Daniher Financial Advisory LLC100$8.59K0.00%−17−14.5%Reduced
Atwood & Palmer Inc100$8.59K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$8.59K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$8.59K0.01%00.0%Unchanged
Bray Capital Advisors101$8.68K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.103$8.85K0.01%00.0%Unchanged
Salomon & Ludwin, LLC109$9.36K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$9.45K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.112$9.51K0.00%00.0%Unchanged
Cornerstone Planning Group LLC113$9.51K0.00%+8+7.6%Added
REAP Financial Group, LLC111$9.53K0.00%+1+0.9%Added
Sachetta, LLC115$9.88K0.00%−7−5.7%Reduced
Mendota Financial Group, LLC118$10.1K0.00%00.0%Unchanged
Painted Porch Advisors LLC119$10.2K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.123$10.6K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC125$10.7K0.00%−100−44.4%Reduced
GW&K Investment Management, LLC127$11.0K0.00%−9−6.6%Reduced
Raleigh Capital Management Inc.130$11.2K0.00%−44−25.3%Reduced
Coppell Advisory Solutions LLC130$11.2K0.00%+8+6.6%Added
Gilliland Jeter Wealth Management LLC131$11.3K0.00%00.0%Unchanged
Meeder Asset Management Inc132$11.3K0.00%+132New
Burkett Financial Services, LLC133$11.4K0.00%+133New
New Millennium Group LLC136$11.7K0.01%00.0%Unchanged
Zions Bancorporation, N.A.142$12.2K0.00%−15−9.6%Reduced
CoreFirst Bank & Trust150$12.9K0.01%+150New
Trust Co of Vermont157$13.5K0.00%+157New
Private Wealth Management Group, LLC161$13.8K0.01%00.0%Unchanged
Ashton Thomas Securities, LLC165$14.2K0.00%+165New
Hobbs Group Advisors, LLC172$14.8K0.01%00.0%Unchanged
Investors Research Corp173$14.9K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC180$15.5K0.00%+180New
SJS Investment Consulting Inc.185$15.9K0.00%+151+444.1%Added
Smithfield Trust Co190$16.0K0.00%00.0%Unchanged
NBC Securities, Inc.190$16.0K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC185$16.0K0.01%+185New
Legacy Wealth Managment, LLC185$16.0K0.01%+185New
Strategic Investment Solutions, Inc.189$16.2K0.00%00.0%Unchanged
Alpine Bank Wealth Management189$16.2K0.00%+189New
Uncommon Cents Investing LLC191$16.4K0.00%+191New
New Age Alpha Advisors, LLC192$16.5K0.01%+192New
Union Savings Bank195$16.8K0.01%00.0%Unchanged
MV Capital Management, Inc.207$17.8K0.00%−8−3.7%Reduced
DT Investment Partners, LLC210$18.0K0.00%+210New
Rocky Mountain Advisers, LLC211$18.1K0.01%00.0%Unchanged
Key Financial Inc219$18.8K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC221$19.0K0.01%00.0%Unchanged
Valley National Advisers Inc230$19.0K0.00%−556−70.7%Reduced
Covestor Ltd221$19.0K0.01%+7+3.3%Added
Lindbrook Capital, LLC223$19.2K0.00%−98−30.5%Reduced
MRP Capital Investments, LLC225$19.3K0.02%+225New
Creative Financial Designs Inc228$19.6K0.00%+82+56.2%Added
Caldwell Trust Co235$20.2K0.00%00.0%Unchanged
Colonial Trust Co237$20.4K0.00%+8+3.5%Added
Center for Financial Planning, Inc.264$22.7K0.00%00.0%Unchanged
Hoertkorn Richard Charles272$23.4K0.01%00.0%Unchanged