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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
Catalyst Funds Management Pty Ltd1,500$128.8K0.03%−3,100−67.4%Reduced
Nemes Rush Group LLC1,504$129.8K0.02%00.0%Unchanged
JNBA Financial Advisors1,532$131.6K0.01%00.0%Unchanged
Global Retirement Partners, LLC1,542$132.5K0.00%+141+10.1%Added
Harbour Investments, Inc.1,563$134.2K0.00%−465−22.9%Reduced
Harbor Investment Advisory, LLC1,576$135.4K0.01%−3−0.2%Reduced
Central Trust Co1,579$135.6K0.00%−1,600−50.3%Reduced
Capital Analysts, LLC1,658$142.0K0.01%+213+14.7%Added
Parallel Advisors, LLC1,700$146.1K0.00%−325−16.0%Reduced
Silvant Capital Management LLC1,747$150.1K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC1,757$150.9K0.00%+1,757New
Bokf, NA1,799$152.2K0.00%+100+5.9%Added
Geneos Wealth Management Inc.1,796$154.3K0.01%+903+101.1%Added
Atlas Capital Advisors LLC1,818$156.2K0.02%−68−3.6%Reduced
Smartleaf Asset Management LLC1,825$157.1K0.02%+751+69.9%Added
Assetmark, Inc1,997$171.5K0.00%−188−8.6%Reduced
Continuum Advisory, LLC2,003$173.0K0.02%−109−5.2%Reduced
Citadel Advisors LLC2,035$174.8K0.00%−20,670−91.0%Reduced
Quadrant Capital Group LLC2,142$184.0K0.01%−11−0.5%Reduced
Jaffetilchin Investment Partners, LLC2,150$184.7K0.01%+2,150New
Mather Group, LLC.2,322$199.4K0.00%−26−1.1%Reduced
Northern Oak Wealth Management Inc2,357$202.5K0.02%+2,357New
Cigna Investments Inc2,379$204.0K0.04%+2,379New
Long Run Wealth Advisors, LLC2,376$204.1K0.05%+2,376New
Graham Capital Management, L.P.2,383$204.7K0.01%+2,383New
Hunter Associates Investment Management LLC2,411$207.0K0.03%+2,411New
Ameritas Investment Partners, Inc.2,423$208.1K0.01%−215−8.2%Reduced
Blackhawk Capital Partners LLC.2,430$208.7K0.11%+2,430New
Atomi Financial Group, Inc.2,437$209.3K0.01%+2,437New
West Financial Advisors, LLC2,449$210.4K0.04%+18+0.7%Added
Signaturefd, LLC2,457$211.1K0.00%−324−11.7%Reduced
VisionPoint Advisory Group, LLC2,462$211.5K0.07%00.0%Unchanged
Integrated Wealth Concepts LLC2,465$211.7K0.00%+2,465New
Advisory Services Network, LLC2,700$211.8K0.00%00.0%Unchanged
TSFG, LLC2,479$213.0K0.05%00.0%Unchanged
Cidel Asset Management Inc2,480$213.0K0.02%+2,480New
S&CO Inc2,500$214.0K0.01%+2,500New
FinTrust Capital Advisors, LLC2,494$214.2K0.04%00.0%Unchanged
NJ State Employees Deferred Compensation Plan2,500$214.8K0.03%+2,500New
CIBC Private Wealth Group, LLC2,504$215.1K0.00%−50−2.0%Reduced
Ronald Blue Trust, Inc.2,748$215.6K0.00%+1,194+76.8%Added
Resurgent Financial Advisors LLC2,532$217.5K0.13%+2,532New
Huntington National Bank2,549$219.0K0.00%+59+2.4%Added
Acropolis Investment Management, LLC2,552$219.2K0.01%−201−7.3%Reduced
Leavell Investment Management, Inc.2,555$219.5K0.01%00.0%Unchanged
Snowden Capital Advisors LLC2,560$219.9K0.01%−275−9.7%Reduced
Sageworth Trust Co2,577$221.4K0.01%00.0%Unchanged
Advisory Alpha, LLC2,587$222.3K0.01%+10.0%Added
Dynamic Technology Lab Private Ltd2,610$224.0K0.02%−22,724−89.7%Reduced
Graypoint LLC2,626$225.6K0.01%−28−1.1%Reduced
Kinloch Capital, LLC2,675$229.8K0.11%−110−3.9%Reduced
Trust Asset Management LLC2,678$230.0K0.02%00.0%Unchanged
Whittier Trust Co2,685$230.6K0.00%00.0%Unchanged
SageView Advisory Group, LLC2,687$230.8K0.01%−415−13.4%Reduced
Westmount Partners, LLC2,687$230.8K0.07%00.0%Unchanged
Brown Advisory Inc2,734$234.8K0.00%−260−8.7%Reduced
Wealthspire Advisors, LLC2,742$235.5K0.00%+2,742New
Aptus Capital Advisors, LLC2,765$237.5K0.00%+114+4.3%Added
Park National Corp2,780$238.8K0.01%00.0%Unchanged
Brinker Capital Investments, LLC2,794$240.0K0.00%+2,794New
Orion Portfolio Solutions, LLC2,794$240.0K0.00%+2,794New
Security National Bank2,795$240.1K0.03%00.0%Unchanged
Ballentine Partners, LLC2,800$240.5K0.00%−106−3.6%Reduced
International Private Wealth Advisors LLC2,812$241.6K0.35%−123−4.2%Reduced
Sequoia Financial Advisors, LLC2,812$241.6K0.00%−52−1.8%Reduced
Prossimo Advisors, LLC2,824$243.0K0.18%+21+0.7%Added
Brighton Jones LLC2,846$244.5K0.01%+24+0.9%Added
Wedmont Private Capital2,867$245.7K0.01%+91+3.3%Added
Ellevest, Inc.2,860$245.7K0.01%−643−18.4%Reduced
Essex Financial Services, Inc.2,735$245.9K0.02%−21−0.8%Reduced
Koshinski Asset Management, Inc.2,880$247.4K0.02%−201−6.5%Reduced
Horizon Investments, LLC2,890$248.3K0.01%−243−7.8%Reduced
Concurrent Investment Advisors, LLC2,908$249.8K0.01%00.0%Unchanged
Pitcairn Co2,961$254.3K0.02%−135−4.4%Reduced
Exchange Traded Concepts, LLC2,980$256.0K0.01%+2,850+2,192.3%Added
Checchi Capital Advisers, LLC2,993$257.1K0.02%+158+5.6%Added
Longfellow Investment Management Co LLC2,997$257.4K0.06%+17+0.6%Added
Security National Bank of So Dak3,000$257.7K0.14%00.0%Unchanged
Glassy Mountain Advisors, Inc.3,000$257.7K0.09%00.0%Unchanged
Shepherd Financial Partners LLC3,003$257.9K0.03%+3+0.1%Added
Brown Brothers Harriman & Co3,006$258.2K0.00%+218+7.8%Added
Resolute Wealth Strategies, LLC3,014$258.9K0.13%−1,460−32.6%Reduced
EntryPoint Capital, LLC3,030$260.3K0.15%+831+37.8%Added
Meeder Advisory Services, Inc.3,055$262.4K0.02%+283+10.2%Added
Raymond James Trust N.A.3,070$263.7K0.01%−327−9.6%Reduced
Rothschild Investment LLC3,083$264.8K0.02%−109−3.4%Reduced
WCM Investment Management, LLC3,081$265.2K0.00%+3,081New
Daymark Wealth Partners, LLC3,109$267.0K0.01%+26+0.8%Added
Concord Wealth Partners3,110$267.1K0.04%+2,773+822.8%Added
Verdence Capital Advisors LLC3,146$270.3K0.02%+10.0%Added
LVW Advisors, LLC3,251$279.3K0.04%−85−2.5%Reduced
Chesley Taft & Associates LLC3,256$279.7K0.01%+97+3.1%Added
Keybank National Association3,257$279.8K0.00%−274−7.8%Reduced
Mutual Advisors, LLC3,123$279.9K0.01%+3,123New
First Citizens Financial Corp3,261$280.1K0.15%00.0%Unchanged
Synovus Financial Corp3,270$280.7K0.00%+3,270New
Skopos Labs, Inc.3,305$283.9K0.09%+235+7.7%Added
Keeler & Nadler Financial Planning & Wealth Management3,332$286.2K0.14%00.0%Unchanged
Paragon Capital Management Ltd3,360$288.7K0.06%+27+0.8%Added
Kovitz Investment Group Partners, LLC7,210$291.7K0.00%+7,210New