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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 277 | $23.8K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $24.5K | 0.01% | +285 | New |
| Halpern Financial, Inc. | 296 | $25.2K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 295 | $25.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 296 | $25.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 299 | $25.7K | 0.00% | +49+19.6% | Added |
| Old Second National Bank of Aurora | 300 | $25.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $25.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 304 | $26.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $26.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 314 | $27.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 317 | $27.2K | 0.00% | +100+46.1% | Added |
| Providence Capital Advisors, LLC | 320 | $27.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 325 | $27.9K | 0.01% | +68+26.5% | Added |
| First Horizon Advisors, Inc. | 327 | $28.1K | 0.00% | +39+13.5% | Added |
| TD Capital Management LLC | 347 | $29.8K | 0.00% | +347 | New |
| TD Private Client Wealth LLC | 358 | $30.8K | 0.00% | +2+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 364 | $31.3K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $31.4K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 365 | $31.4K | 0.02% | −31−7.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 372 | $32.0K | 0.01% | 00.0% | Unchanged |
| Motco | 378 | $32.5K | 0.00% | −116−23.5% | Reduced |
| Boyd Watterson Asset Management LLC | 383 | $32.9K | 0.01% | −32−7.7% | Reduced |
| GHP Investment Advisors, Inc. | 384 | $33.0K | 0.00% | +43+12.6% | Added |
| Peterson Financial Group, Inc. | 385 | $33.1K | 0.13% | +385 | New |
| Spire Wealth Management | 390 | $33.5K | 0.00% | +9+2.4% | Added |
| Riverview Trust Co | 396 | $34.0K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $35.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 418 | $35.9K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $36.1K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 427 | $36.7K | 0.00% | −62−12.7% | Reduced |
| WR Wealth Planners, LLC | 432 | $37.1K | 0.01% | −211−32.8% | Reduced |
| Bell Investment Advisors, Inc | 442 | $38.0K | 0.01% | −7−1.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 444 | $38.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 448 | $38.5K | 0.01% | −144−24.3% | Reduced |
| Paladin Advisory Group, LLC | 449 | $38.6K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 453 | $38.9K | 0.00% | −29−6.0% | Reduced |
| Hemington Wealth Management | 480 | $39.0K | 0.01% | +480 | New |
| Fortis Group Advisors, LLC | 458 | $39.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 465 | $39.9K | 0.00% | −3−0.6% | Reduced |
| PrairieView Partners, LLC | 499 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 490 | $42.1K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $43.0K | 0.01% | +500 | New |
| Anchor Investment Management, LLC | 514 | $44.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 523 | $44.9K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 523 | $44.9K | 0.01% | +523 | New |
| Dynamic Wealth Strategies, LLC | 528 | $45.0K | 0.04% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $47.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 548 | $47.1K | 0.03% | −140−20.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 551 | $47.3K | 0.00% | −95−14.7% | Reduced |
| Hexagon Capital Partners LLC | 554 | $47.6K | 0.01% | +30+5.7% | Added |
| Clean Yield Group | 559 | $48.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 570 | $49.0K | 0.03% | −950−62.5% | Reduced |
| Sit Investment Associates Inc | 575 | $49.0K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 582 | $50.0K | 0.02% | +582 | New |
| Hazlett, Burt & Watson, Inc. | 583 | $50.0K | 0.02% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 609 | $52.3K | 0.01% | +609 | New |
| Winch Advisory Services, LLC | 609 | $52.3K | 0.01% | +3+0.5% | Added |
| MCF Advisors LLC | 613 | $52.7K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 628 | $53.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 664 | $57.0K | 0.00% | +664 | New |
| Larson Financial Group LLC | 675 | $58.0K | 0.00% | +385+132.8% | Added |
| SRS Capital Advisors, Inc. | 686 | $59.0K | 0.01% | +28+4.3% | Added |
| EverSource Wealth Advisors, LLC | 689 | $59.2K | 0.00% | −241−25.9% | Reduced |
| Godsey & Gibb Associates | 700 | $60.1K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 703 | $60.4K | 0.03% | +6+0.9% | Added |
| City Holding Co | 708 | $60.8K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 725 | $62.3K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 790 | $67.9K | 0.01% | +3+0.4% | Added |
| McClarren Financial Advisors, Inc. | 810 | $69.0K | 0.08% | +654+419.2% | Added |
| First Community Trust NA | 817 | $70.2K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 840 | $72.2K | 0.01% | −10−1.2% | Reduced |
| TCTC Holdings, LLC | 875 | $75.2K | 0.00% | −505−36.6% | Reduced |
| GeoWealth Management, LLC | 929 | $79.8K | 0.00% | −796−46.1% | Reduced |
| Pinnacle Bancorp, Inc. | 951 | $81.7K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $85.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 992 | $85.2K | 0.01% | +61+6.6% | Added |
| Pingora Partners LLC | 1,000 | $85.9K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,010 | $86.8K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 1,019 | $87.5K | 0.01% | +16+1.6% | Added |
| Westpac Banking Corp | 1,029 | $88.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,043 | $89.6K | 0.00% | +239+29.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,052 | $90.4K | 0.00% | +110+11.7% | Added |
| AdvisorNet Financial, Inc | 1,063 | $91.3K | 0.01% | +160+17.7% | Added |
| Abich Financial Wealth Management LLC | 1,064 | $91.4K | 0.21% | −400−27.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,078 | $92.6K | 0.05% | −7−0.6% | Reduced |
| Olistico Wealth, LLC | 1,106 | $95.0K | 0.06% | +9+0.8% | Added |
| CoreCap Advisors, LLC | 1,165 | $100.1K | 0.00% | +63+5.7% | Added |
| Clarity Asset Management, Inc. | 1,220 | $104.8K | 0.07% | +3+0.2% | Added |
| Capital Advisors, Ltd. LLC | 1,226 | $105.0K | 0.01% | −23−1.8% | Reduced |
| Venturi Wealth Management, LLC | 1,226 | $105.3K | 0.01% | +237+24.0% | Added |
| Cullen/Frost Bankers, Inc. | 1,253 | $107.6K | 0.00% | +216+20.8% | Added |
| Quent Capital, LLC | 1,282 | $110.2K | 0.01% | +1+0.1% | Added |
| Richardson Financial Services Inc. | 1,430 | $112.2K | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,326 | $113.9K | 0.00% | +1,326 | New |
| Manchester Capital Management LLC | 1,352 | $116.1K | 0.01% | +37+2.8% | Added |
| JFS Wealth Advisors, LLC | 1,364 | $117.2K | 0.01% | +4+0.3% | Added |
| Principal Securities, Inc. | 1,369 | $117.6K | 0.00% | −731−34.8% | Reduced |
| Hills Bank & Trust Co | 1,402 | $120.4K | 0.01% | 00.0% | Unchanged |