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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 6,584 | $565.6K | 0.02% | +259+4.1% | Added |
| Iowa State Bank | 6,592 | $566.3K | 0.12% | −145−2.2% | Reduced |
| Pinebridge Investments, L.P. | 6,597 | $566.7K | 0.00% | +2,710+69.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,601 | $567.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,639 | $570.3K | 0.01% | −1,145−14.7% | Reduced |
| Vontobel Holding Ltd. | 6,647 | $571.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 6,684 | $574.2K | 0.01% | −129−1.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,753 | $580.1K | 0.01% | −110−1.6% | Reduced |
| Paradigm Financial Partners, LLC | 6,743 | $584.2K | 0.08% | −322−4.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,820 | $585.8K | 0.09% | +360+5.6% | Added |
| Quantbot Technologies LP | 6,852 | $588.6K | 0.02% | −23,866−77.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,910 | $593.6K | 0.03% | +798+13.1% | Added |
| Gilbert & Cook, Inc. | 6,918 | $594.3K | 0.08% | −292−4.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,929 | $595.2K | 0.01% | +6,929 | New |
| Palisade Asset Management, LLC | 6,946 | $596.7K | 0.06% | +146+2.1% | Added |
| Mokosak Advisory Group, LLC | 7,020 | $603.0K | 0.18% | −131−1.8% | Reduced |
| Carret Asset Management, LLC | 7,156 | $614.7K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,232 | $621.2K | 0.00% | +343+5.0% | Added |
| Wetherby Asset Management Inc | 7,320 | $628.8K | 0.03% | −66−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,360 | $631.9K | 0.00% | +158+2.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,419 | $637.0K | 0.01% | −1,297−14.9% | Reduced |
| RIA Advisory Group LLC | 7,421 | $637.5K | 0.23% | +7,421 | New |
| Allworth Financial LP | 7,469 | $641.6K | 0.00% | −691−8.5% | Reduced |
| Assenagon Asset Management S.A. | 7,477 | $642.3K | 0.00% | −73,389−90.8% | Reduced |
| IHT Wealth Management, LLC | 7,511 | $643.1K | 0.02% | +7,511 | New |
| Prosperity Consulting Group, LLC | 7,545 | $648.1K | 0.05% | +7,545 | New |
| Vinva Investment Management Ltd | 7,554 | $650.3K | 0.03% | −365−4.6% | Reduced |
| Numerai GP LLC | 7,579 | $651.0K | 0.17% | +7,579 | New |
| Vivid Wealth Management, LLC | 7,635 | $655.8K | 0.34% | +102+1.4% | Added |
| V-Square Quantitative Management LLC | 7,692 | $660.7K | 0.10% | +934+13.8% | Added |
| Martin Capital Partners, LLC | 7,715 | $663.0K | 0.33% | −2,975−27.8% | Reduced |
| Impact Partnership Wealth, LLC | 7,720 | $663.1K | 0.15% | +1,576+25.7% | Added |
| Investment Management Corp of Ontario | 7,720 | $663.1K | 0.01% | +2,500+47.9% | Added |
| Equitable Holdings, Inc. | 7,787 | $668.9K | 0.01% | +1,977+34.0% | Added |
| Wolff Financial Management LLC | 7,815 | $671.0K | 0.18% | 00.0% | Unchanged |
| Conning Inc. | 7,815 | $671.3K | 0.02% | +274+3.6% | Added |
| Empirical Finance, LLC | 7,875 | $676.5K | 0.04% | +142+1.8% | Added |
| Bridgeway Capital Management, LLC | 8,000 | $687.2K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 8,003 | $687.5K | 0.17% | −60−0.7% | Reduced |
| Omers Administration Corp | 8,283 | $711.5K | 0.01% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 8,363 | $718.3K | 0.25% | −24−0.3% | Reduced |
| Jane Street Group, LLC | 8,372 | $719.2K | 0.00% | −224,196−96.4% | Reduced |
| IFP Advisors, Inc | 8,448 | $725.7K | 0.03% | −1,976−19.0% | Reduced |
| Park Avenue Securities LLC | 8,453 | $726.0K | 0.01% | −770−8.3% | Reduced |
| Rockland Trust Co | 8,498 | $730.0K | 0.04% | −279−3.2% | Reduced |
| NEOS Investment Management LLC | 8,560 | $735.3K | 0.02% | +1,624+23.4% | Added |
| Parallax Volatility Advisers, L.P. | 8,616 | $740.1K | 0.02% | +8,616 | New |
| Sterling Capital Management LLC | 8,754 | $752.0K | 0.01% | +8,754 | New |
| Pinnacle Associates Ltd | 9,659 | $759.9K | 0.01% | +988+11.4% | Added |
| Norinchukin Bank, The | 8,896 | $764.2K | 0.02% | +1,204+15.7% | Added |
| E. Ohman J:or Asset Management AB | 8,900 | $764.5K | 0.02% | −1,400−13.6% | Reduced |
| LGT Group Foundation | 9,000 | $765.7K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 8,951 | $768.9K | 0.05% | +8,951 | New |
| Elevated Capital Advisors, LLC | 9,016 | $774.5K | 0.21% | −169−1.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 9,110 | $782.6K | 0.26% | +42+0.5% | Added |
| Oppenheimer & Co Inc | 9,147 | $785.7K | 0.01% | −1,584−14.8% | Reduced |
| HighPoint Advisor Group LLC | 9,575 | $786.9K | 0.05% | +689+7.8% | Added |
| Fifth Third Bancorp | 9,247 | $794.3K | 0.00% | +928+11.2% | Added |
| Ieq Capital, LLC | 9,360 | $804.0K | 0.01% | +3,086+49.2% | Added |
| Holderness Investments Co | 9,360 | $804.0K | 0.18% | −495−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,361 | $804.1K | 0.01% | −269−2.8% | Reduced |
| City State Bank | 9,402 | $807.6K | 0.29% | +840+9.8% | Added |
| Basepoint Wealth LLC | 9,413 | $808.5K | 0.60% | −96−1.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $817.0K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 9,505 | $818.0K | 0.01% | +9,505 | New |
| Adams Wealth Management | 9,526 | $818.3K | 0.18% | −62−0.6% | Reduced |
| CacheTech Inc. | 9,526 | $818.3K | 0.18% | −62−0.6% | Reduced |
| Lecap Asset Management Ltd | 9,536 | $819.1K | 0.18% | −13,415−58.5% | Reduced |
| Versor Investments LP | 9,602 | $824.8K | 0.13% | +9,602 | New |
| KC Investment Advisors, LLC | 9,783 | $840.4K | 0.35% | +993+11.3% | Added |
| SG Americas Securities, LLC | 9,864 | $847.0K | 0.00% | −168,771−94.5% | Reduced |
| Sunbelt Securities, Inc. | 9,877 | $848.4K | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 9,879 | $848.6K | 0.09% | −205−2.0% | Reduced |
| EP Wealth Advisors, LLC | 9,982 | $857.4K | 0.01% | +9,982 | New |
| Headlands Technologies LLC | 10,012 | $860.0K | 0.10% | +10,012 | New |
| Truist Financial Corp | 10,225 | $878.3K | 0.00% | −592−5.5% | Reduced |
| PSI Advisors, LLC | 10,284 | $883.4K | 0.26% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 10,554 | $907.0K | 0.03% | −500−4.5% | Reduced |
| LSV Asset Management | 10,600 | $911.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 10,610 | $911.4K | 0.61% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,793 | $927.1K | 0.00% | +55+0.5% | Added |
| Modern Wealth Management, LLC | 10,831 | $930.4K | 0.06% | −175−1.6% | Reduced |
| Ascent Group, LLC | 10,838 | $931.0K | 0.07% | −851−7.3% | Reduced |
| Park Edge Advisors, LLC | 10,891 | $935.5K | 0.27% | 00.0% | Unchanged |
| BBR Partners, LLC | 11,000 | $944.9K | 0.07% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 11,080 | $951.8K | 0.09% | −97−0.9% | Reduced |
| South Dakota Investment Council | 11,114 | $955.0K | 0.02% | 00.0% | Unchanged |
| M&G Plc | 11,148 | $958.7K | 0.00% | −893−7.4% | Reduced |
| Metis Global Partners, LLC | 11,230 | $964.7K | 0.03% | +533+5.0% | Added |
| Brevan Howard Capital Management LP | 11,465 | $984.8K | 0.05% | −13,697−54.4% | Reduced |
| Securian Asset Management, Inc | 11,783 | $1.01M | 0.03% | −616−5.0% | Reduced |
| Louisiana State Employees Retirement System | 12,000 | $1.03M | 0.02% | −200−1.6% | Reduced |
| Glenmede Trust Co NA | 12,004 | $1.03M | 0.00% | +291+2.5% | Added |
| Proquility Private Wealth Partners, LLC | 12,277 | $1.05M | 0.34% | +730+6.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,394 | $1.06M | 0.01% | −3,978−24.3% | Reduced |
| CWM, LLC | 12,410 | $1.07M | 0.00% | +1,125+10.0% | Added |
| M&T Bank Corp | 12,451 | $1.07M | 0.00% | −153−1.2% | Reduced |
| Rakuten Investment Management, Inc. | 12,463 | $1.07M | 0.01% | +3,014+31.9% | Added |
| Kestra Advisory Services, LLC | 12,647 | $1.09M | 0.01% | −5,476−30.2% | Reduced |
| FORA Capital, LLC | 13,242 | $1.14M | 0.13% | +13,242 | New |