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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 3,401 | $292.1K | 0.05% | −231−6.4% | Reduced |
| Oldfather Financial Services, LLC | 3,421 | $293.9K | 0.11% | +7+0.2% | Added |
| Entropy Technologies, LP | 3,425 | $294.2K | 0.03% | −3,249−48.7% | Reduced |
| Centennial Wealth Advisory LLC | 3,441 | $295.6K | 0.12% | +213+6.6% | Added |
| Kingsview Wealth Management, LLC | 3,490 | $299.8K | 0.01% | −21,649−86.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,490 | $300.0K | 0.03% | +215+6.6% | Added |
| GTS Securities LLC | 3,497 | $300.4K | 0.01% | −223−6.0% | Reduced |
| Profund Advisors LLC | 3,516 | $302.0K | 0.01% | +379+12.1% | Added |
| HBK Sorce Advisory LLC | 3,520 | $302.4K | 0.01% | −40−1.1% | Reduced |
| Regal Investment Advisors LLC | 3,537 | $303.9K | 0.02% | +3+0.1% | Added |
| Beacon Pointe Advisors, LLC | 3,572 | $306.8K | 0.00% | −833−18.9% | Reduced |
| Renaissance Group LLC | 3,581 | $307.6K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,599 | $309.2K | 0.11% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,602 | $309.4K | 0.05% | −229−6.0% | Reduced |
| Qsemble Capital Management, LP | 3,620 | $311.0K | 0.06% | −2,746−43.1% | Reduced |
| DoubleLine ETF Adviser LP | 3,635 | $312.2K | 0.08% | −331−8.3% | Reduced |
| Seeds Investor LLC | 3,682 | $316.3K | 0.12% | −296−7.4% | Reduced |
| Sageworth Trust Co of South Dakota | 3,697 | $317.6K | 0.41% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,707 | $318.5K | 0.01% | +100+2.8% | Added |
| Warren Averett Asset Management, LLC | 3,708 | $318.5K | 0.01% | −174−4.5% | Reduced |
| Nicolet Bankshares Inc | 3,743 | $321.5K | 0.08% | −1,400−27.2% | Reduced |
| Glaxis Capital Management, LLC | 3,764 | $323.3K | 1.26% | +31+0.8% | Added |
| 9258 Wealth Management, LLC | 3,765 | $323.4K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,795 | $326.0K | 0.01% | −250−6.2% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,821 | $328.2K | 0.28% | −3−0.1% | Reduced |
| HB Wealth Management, LLC | 3,827 | $328.8K | 0.00% | +783+25.7% | Added |
| Independent Advisor Alliance | 3,831 | $329.0K | 0.01% | −5,194−57.6% | Reduced |
| Buckingham Strategic Partners | 3,856 | $331.3K | 0.01% | −1,095−22.1% | Reduced |
| MBB Public Markets I LLC | 3,870 | $332.4K | 0.03% | −11,834−75.4% | Reduced |
| Dark Forest Capital Management LP | 3,934 | $337.9K | 0.04% | +3,934 | New |
| Burney Co | 3,964 | $340.5K | 0.01% | −79−2.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $343.2K | 0.13% | +924+30.1% | Added |
| Blair William & Co | 4,008 | $344.3K | 0.00% | −1,005−20.0% | Reduced |
| Blueshift Asset Management, LLC | 4,059 | $348.7K | 0.09% | −6,004−59.7% | Reduced |
| Prudential PLC | 4,081 | $350.6K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,142 | $355.8K | 0.03% | +542+15.1% | Added |
| Bartlett & Co. Wealth Management LLC | 4,155 | $356.9K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,171 | $358.9K | 0.01% | +4,171 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $359.2K | 0.02% | +3,400+434.8% | Added |
| Nilsine Partners, LLC | 4,207 | $361.4K | 0.05% | +233+5.9% | Added |
| Erste Asset Management GmbH | 4,200 | $361.6K | 0.00% | −700−14.3% | Reduced |
| GAMMA Investing LLC | 4,240 | $364.2K | 0.04% | +668+18.7% | Added |
| Howard Capital Management Inc. | 4,266 | $366.4K | 0.01% | +4,266 | New |
| Wedbush Securities Inc | 4,290 | $368.0K | 0.01% | −43−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 4,431 | $380.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,430 | $381.4K | 0.00% | +2,576+138.9% | Added |
| Benjamin Edwards Inc | 4,447 | $382.0K | 0.01% | +4,447 | New |
| NorthRock Partners, LLC | 4,451 | $382.3K | 0.01% | −561−11.2% | Reduced |
| Belpointe Asset Management LLC | 4,452 | $382.5K | 0.02% | +1,120+33.6% | Added |
| Proequities, Inc. | 4,485 | $385.3K | 0.02% | −1,041−18.8% | Reduced |
| Everence Capital Management Inc | 4,520 | $388.0K | 0.02% | −9,280−67.2% | Reduced |
| Farmers & Merchants Investments Inc | 4,530 | $389.1K | 0.01% | +834+22.6% | Added |
| My Legacy Advisors, LLC | 4,541 | $390.1K | 0.15% | −899−16.5% | Reduced |
| Quantitative Investment Management, LLC | 4,594 | $394.0K | 0.04% | +4,594 | New |
| Stratos Wealth Partners, LTD. | 4,598 | $395.0K | 0.01% | +799+21.0% | Added |
| Walleye Capital LLC | 4,650 | $399.4K | 0.00% | −33,591−87.8% | Reduced |
| Vestcor Inc | 4,663 | $401.0K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Group | 4,701 | $403.8K | 0.04% | −320−6.4% | Reduced |
| MML Investors Services, LLC | 4,737 | $407.0K | 0.00% | +79+1.7% | Added |
| Csenge Advisory Group | 4,563 | $407.1K | 0.02% | −470−9.3% | Reduced |
| GWM Advisors LLC | 4,803 | $412.6K | 0.00% | −83−1.7% | Reduced |
| Hancock Whitney Corp | 4,940 | $424.3K | 0.01% | −23−0.5% | Reduced |
| Harbor Capital Advisors, Inc. | 5,091 | $437.0K | 0.02% | +144+2.9% | Added |
| Heartland Bank & Trust Co | 5,132 | $440.8K | 0.24% | −364−6.6% | Reduced |
| Bleakley Financial Group, LLC | 5,139 | $441.4K | 0.01% | −195−3.7% | Reduced |
| Benin Management CORP | 5,200 | $446.7K | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,228 | $449.2K | 0.02% | −995−16.0% | Reduced |
| CWA Asset Management Group, LLC | 5,283 | $453.8K | 0.02% | +5,283 | New |
| Twin Capital Management Inc | 5,324 | $457.3K | 0.05% | −125−2.3% | Reduced |
| Apollon Wealth Management, LLC | 5,337 | $458.4K | 0.01% | −167−3.0% | Reduced |
| Waldron Private Wealth LLC | 5,354 | $459.9K | 0.02% | −16−0.3% | Reduced |
| Fox Run Management, L.L.C. | 5,449 | $468.1K | 0.10% | −2,592−32.2% | Reduced |
| Legacy Financial Advisors, Inc. | 5,484 | $471.1K | 0.08% | −91−1.6% | Reduced |
| Premier Path Wealth Partners, LLC | 5,584 | $479.7K | 0.08% | −702−11.2% | Reduced |
| Lido Advisors, LLC | 5,598 | $480.9K | 0.00% | +55+1.0% | Added |
| Marquette Asset Management, LLC | 5,702 | $489.8K | 0.08% | 00.0% | Unchanged |
| Syon Capital LLC | 5,708 | $490.3K | 0.04% | +35+0.6% | Added |
| Gentry Private Wealth, LLC | 5,743 | $493.3K | 0.40% | −71−1.2% | Reduced |
| Axq Capital, LP | 5,816 | $499.6K | 0.15% | +5,816 | New |
| FIL Ltd | 5,873 | $504.5K | 0.00% | +5,873 | New |
| Merit Financial Group, LLC | 5,913 | $508.0K | 0.01% | −726−10.9% | Reduced |
| Coldstream Capital Management Inc | 5,956 | $511.9K | 0.01% | +357+6.4% | Added |
| United Capital Financial Advisers, LLC | 5,960 | $511.9K | 0.00% | −1,369−18.7% | Reduced |
| Plato Investment Management Ltd | 5,993 | $514.3K | 0.04% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 6,043 | $519.1K | 0.00% | +1,755+40.9% | Added |
| Hilltop Holdings Inc. | 6,126 | $526.2K | 0.03% | +8+0.1% | Added |
| Jacobi Capital Management LLC | 6,185 | $531.3K | 0.04% | +932+17.7% | Added |
| Umb Bank N A | 6,240 | $536.0K | 0.01% | −2,338−27.3% | Reduced |
| Venture Visionary Partners LLC | 6,258 | $537.6K | 0.02% | +20.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 6,268 | $538.4K | 0.01% | +6,268 | New |
| Hilltop National Bank | 6,299 | $541.1K | 0.16% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,308 | $541.9K | 0.04% | −647−9.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,358 | $546.2K | 0.01% | +142+2.3% | Added |
| Regions Financial Corp | 6,365 | $546.8K | 0.00% | +115+1.8% | Added |
| Vident Advisory, LLC | 6,406 | $550.3K | 0.01% | −536−7.7% | Reduced |
| Guggenheim Capital LLC | 6,423 | $551.7K | 0.00% | −3,394−34.6% | Reduced |
| Capital Investment Advisors, LLC | 6,425 | $551.9K | 0.01% | −30.0% | Reduced |
| Forum Financial Management, LP | 6,445 | $553.6K | 0.01% | +12+0.2% | Added |
| Veriti Management LLC | 6,479 | $556.6K | 0.03% | +159+2.5% | Added |
| Romano Brothers and Company | 6,485 | $557.1K | 0.07% | 00.0% | Unchanged |