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 |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 11,080 | $951.8K | 0.09% | −97−0.9% | Reduced |
| BBR Partners, LLC | 11,000 | $944.9K | 0.07% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,891 | $935.5K | 0.27% | 00.0% | Unchanged |
| Ascent Group, LLC | 10,838 | $931.0K | 0.07% | −851−7.3% | Reduced |
| Modern Wealth Management, LLC | 10,831 | $930.4K | 0.06% | −175−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,793 | $927.1K | 0.00% | +55+0.5% | Added |
| West Bancorporation Inc | 10,610 | $911.4K | 0.61% | 00.0% | Unchanged |
| LSV Asset Management | 10,600 | $911.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 10,554 | $907.0K | 0.03% | −500−4.5% | Reduced |
| PSI Advisors, LLC | 10,284 | $883.4K | 0.26% | 00.0% | Unchanged |
| Truist Financial Corp | 10,225 | $878.3K | 0.00% | −592−5.5% | Reduced |
| Headlands Technologies LLC | 10,012 | $860.0K | 0.10% | +10,012 | New |
| EP Wealth Advisors, LLC | 9,982 | $857.4K | 0.01% | +9,982 | New |
| Ausdal Financial Partners, Inc. | 9,879 | $848.6K | 0.09% | −205−2.0% | Reduced |
| Sunbelt Securities, Inc. | 9,877 | $848.4K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,864 | $847.0K | 0.00% | −168,771−94.5% | Reduced |
| KC Investment Advisors, LLC | 9,783 | $840.4K | 0.35% | +993+11.3% | Added |
| Versor Investments LP | 9,602 | $824.8K | 0.13% | +9,602 | New |
| Lecap Asset Management Ltd | 9,536 | $819.1K | 0.18% | −13,415−58.5% | Reduced |
| 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 |
| Morningstar Investment Services LLC | 9,505 | $818.0K | 0.01% | +9,505 | New |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $817.0K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 9,413 | $808.5K | 0.60% | −96−1.0% | Reduced |
| City State Bank | 9,402 | $807.6K | 0.29% | +840+9.8% | Added |
| Steward Partners Investment Advisory, LLC | 9,361 | $804.1K | 0.01% | −269−2.8% | Reduced |
| Holderness Investments Co | 9,360 | $804.0K | 0.18% | −495−5.0% | Reduced |
| Ieq Capital, LLC | 9,360 | $804.0K | 0.01% | +3,086+49.2% | Added |
| Fifth Third Bancorp | 9,247 | $794.3K | 0.00% | +928+11.2% | Added |
| HighPoint Advisor Group LLC | 9,575 | $786.9K | 0.05% | +689+7.8% | Added |
| Oppenheimer & Co Inc | 9,147 | $785.7K | 0.01% | −1,584−14.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 9,110 | $782.6K | 0.26% | +42+0.5% | Added |
| Elevated Capital Advisors, LLC | 9,016 | $774.5K | 0.21% | −169−1.8% | Reduced |
| Frank, Rimerman Advisors LLC | 8,951 | $768.9K | 0.05% | +8,951 | New |
| LGT Group Foundation | 9,000 | $765.7K | 0.01% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 8,900 | $764.5K | 0.02% | −1,400−13.6% | Reduced |
| Norinchukin Bank, The | 8,896 | $764.2K | 0.02% | +1,204+15.7% | Added |
| Pinnacle Associates Ltd | 9,659 | $759.9K | 0.01% | +988+11.4% | Added |
| Sterling Capital Management LLC | 8,754 | $752.0K | 0.01% | +8,754 | New |
| Parallax Volatility Advisers, L.P. | 8,616 | $740.1K | 0.02% | +8,616 | New |
| NEOS Investment Management LLC | 8,560 | $735.3K | 0.02% | +1,624+23.4% | Added |
| Rockland Trust Co | 8,498 | $730.0K | 0.04% | −279−3.2% | Reduced |
| Park Avenue Securities LLC | 8,453 | $726.0K | 0.01% | −770−8.3% | Reduced |
| IFP Advisors, Inc | 8,448 | $725.7K | 0.03% | −1,976−19.0% | Reduced |
| Jane Street Group, LLC | 8,372 | $719.2K | 0.00% | −224,196−96.4% | Reduced |
| Lion Street Advisors, LLC | 8,363 | $718.3K | 0.25% | −24−0.3% | Reduced |
| Omers Administration Corp | 8,283 | $711.5K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 8,003 | $687.5K | 0.17% | −60−0.7% | Reduced |
| Bridgeway Capital Management, LLC | 8,000 | $687.2K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,875 | $676.5K | 0.04% | +142+1.8% | Added |
| Conning Inc. | 7,815 | $671.3K | 0.02% | +274+3.6% | Added |
| Wolff Financial Management LLC | 7,815 | $671.0K | 0.18% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,787 | $668.9K | 0.01% | +1,977+34.0% | Added |
| Investment Management Corp of Ontario | 7,720 | $663.1K | 0.01% | +2,500+47.9% | Added |
| Impact Partnership Wealth, LLC | 7,720 | $663.1K | 0.15% | +1,576+25.7% | Added |
| Martin Capital Partners, LLC | 7,715 | $663.0K | 0.33% | −2,975−27.8% | Reduced |
| V-Square Quantitative Management LLC | 7,692 | $660.7K | 0.10% | +934+13.8% | Added |
| Vivid Wealth Management, LLC | 7,635 | $655.8K | 0.34% | +102+1.4% | Added |
| Numerai GP LLC | 7,579 | $651.0K | 0.17% | +7,579 | New |
| Vinva Investment Management Ltd | 7,554 | $650.3K | 0.03% | −365−4.6% | Reduced |
| Prosperity Consulting Group, LLC | 7,545 | $648.1K | 0.05% | +7,545 | New |
| IHT Wealth Management, LLC | 7,511 | $643.1K | 0.02% | +7,511 | New |
| Assenagon Asset Management S.A. | 7,477 | $642.3K | 0.00% | −73,389−90.8% | Reduced |
| Allworth Financial LP | 7,469 | $641.6K | 0.00% | −691−8.5% | Reduced |
| RIA Advisory Group LLC | 7,421 | $637.5K | 0.23% | +7,421 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 7,419 | $637.0K | 0.01% | −1,297−14.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,360 | $631.9K | 0.00% | +158+2.2% | Added |
| Wetherby Asset Management Inc | 7,320 | $628.8K | 0.03% | −66−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 7,232 | $621.2K | 0.00% | +343+5.0% | Added |
| Carret Asset Management, LLC | 7,156 | $614.7K | 0.07% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 7,020 | $603.0K | 0.18% | −131−1.8% | Reduced |
| Palisade Asset Management, LLC | 6,946 | $596.7K | 0.06% | +146+2.1% | Added |
| Meiji Yasuda Life Insurance Co | 6,929 | $595.2K | 0.01% | +6,929 | New |
| Gilbert & Cook, Inc. | 6,918 | $594.3K | 0.08% | −292−4.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,910 | $593.6K | 0.03% | +798+13.1% | Added |
| Quantbot Technologies LP | 6,852 | $588.6K | 0.02% | −23,866−77.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,820 | $585.8K | 0.09% | +360+5.6% | Added |
| Paradigm Financial Partners, LLC | 6,743 | $584.2K | 0.08% | −322−4.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,753 | $580.1K | 0.01% | −110−1.6% | Reduced |
| Greenleaf Trust | 6,684 | $574.2K | 0.01% | −129−1.9% | Reduced |
| Vontobel Holding Ltd. | 6,647 | $571.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,639 | $570.3K | 0.01% | −1,145−14.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,601 | $567.0K | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 6,597 | $566.7K | 0.00% | +2,710+69.7% | Added |
| Iowa State Bank | 6,592 | $566.3K | 0.12% | −145−2.2% | Reduced |
| Farther Finance Advisors, LLC | 6,584 | $565.6K | 0.02% | +259+4.1% | Added |
| Romano Brothers and Company | 6,485 | $557.1K | 0.07% | 00.0% | Unchanged |
| Veriti Management LLC | 6,479 | $556.6K | 0.03% | +159+2.5% | Added |
| Forum Financial Management, LP | 6,445 | $553.6K | 0.01% | +12+0.2% | Added |
| Capital Investment Advisors, LLC | 6,425 | $551.9K | 0.01% | −30.0% | Reduced |
| Guggenheim Capital LLC | 6,423 | $551.7K | 0.00% | −3,394−34.6% | Reduced |
| Vident Advisory, LLC | 6,406 | $550.3K | 0.01% | −536−7.7% | Reduced |
| Regions Financial Corp | 6,365 | $546.8K | 0.00% | +115+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 6,358 | $546.2K | 0.01% | +142+2.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,308 | $541.9K | 0.04% | −647−9.3% | Reduced |
| Hilltop National Bank | 6,299 | $541.1K | 0.16% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 6,268 | $538.4K | 0.01% | +6,268 | New |
| Venture Visionary Partners LLC | 6,258 | $537.6K | 0.02% | +20.0% | Added |
| Umb Bank N A | 6,240 | $536.0K | 0.01% | −2,338−27.3% | Reduced |
| Jacobi Capital Management LLC | 6,185 | $531.3K | 0.04% | +932+17.7% | Added |