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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 6,126 | $526.2K | 0.03% | +8+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 6,043 | $519.1K | 0.00% | +1,755+40.9% | Added |
| Plato Investment Management Ltd | 5,993 | $514.3K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,960 | $511.9K | 0.00% | −1,369−18.7% | Reduced |
| Coldstream Capital Management Inc | 5,956 | $511.9K | 0.01% | +357+6.4% | Added |
| Merit Financial Group, LLC | 5,913 | $508.0K | 0.01% | −726−10.9% | Reduced |
| FIL Ltd | 5,873 | $504.5K | 0.00% | +5,873 | New |
| Axq Capital, LP | 5,816 | $499.6K | 0.15% | +5,816 | New |
| Gentry Private Wealth, LLC | 5,743 | $493.3K | 0.40% | −71−1.2% | Reduced |
| Syon Capital LLC | 5,708 | $490.3K | 0.04% | +35+0.6% | Added |
| Marquette Asset Management, LLC | 5,702 | $489.8K | 0.08% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,598 | $480.9K | 0.00% | +55+1.0% | Added |
| Premier Path Wealth Partners, LLC | 5,584 | $479.7K | 0.08% | −702−11.2% | Reduced |
| Legacy Financial Advisors, Inc. | 5,484 | $471.1K | 0.08% | −91−1.6% | Reduced |
| Fox Run Management, L.L.C. | 5,449 | $468.1K | 0.10% | −2,592−32.2% | Reduced |
| Waldron Private Wealth LLC | 5,354 | $459.9K | 0.02% | −16−0.3% | Reduced |
| Apollon Wealth Management, LLC | 5,337 | $458.4K | 0.01% | −167−3.0% | Reduced |
| Twin Capital Management Inc | 5,324 | $457.3K | 0.05% | −125−2.3% | Reduced |
| CWA Asset Management Group, LLC | 5,283 | $453.8K | 0.02% | +5,283 | New |
| CAPROCK Group, Inc. | 5,228 | $449.2K | 0.02% | −995−16.0% | Reduced |
| Benin Management CORP | 5,200 | $446.7K | 0.13% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,139 | $441.4K | 0.01% | −195−3.7% | Reduced |
| Heartland Bank & Trust Co | 5,132 | $440.8K | 0.24% | −364−6.6% | Reduced |
| Harbor Capital Advisors, Inc. | 5,091 | $437.0K | 0.02% | +144+2.9% | Added |
| Hancock Whitney Corp | 4,940 | $424.3K | 0.01% | −23−0.5% | Reduced |
| GWM Advisors LLC | 4,803 | $412.6K | 0.00% | −83−1.7% | Reduced |
| Csenge Advisory Group | 4,563 | $407.1K | 0.02% | −470−9.3% | Reduced |
| MML Investors Services, LLC | 4,737 | $407.0K | 0.00% | +79+1.7% | Added |
| Beacon Financial Group | 4,701 | $403.8K | 0.04% | −320−6.4% | Reduced |
| Vestcor Inc | 4,663 | $401.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,650 | $399.4K | 0.00% | −33,591−87.8% | Reduced |
| Stratos Wealth Partners, LTD. | 4,598 | $395.0K | 0.01% | +799+21.0% | Added |
| Quantitative Investment Management, LLC | 4,594 | $394.0K | 0.04% | +4,594 | New |
| My Legacy Advisors, LLC | 4,541 | $390.1K | 0.15% | −899−16.5% | Reduced |
| Farmers & Merchants Investments Inc | 4,530 | $389.1K | 0.01% | +834+22.6% | Added |
| Everence Capital Management Inc | 4,520 | $388.0K | 0.02% | −9,280−67.2% | Reduced |
| Proequities, Inc. | 4,485 | $385.3K | 0.02% | −1,041−18.8% | Reduced |
| Belpointe Asset Management LLC | 4,452 | $382.5K | 0.02% | +1,120+33.6% | Added |
| NorthRock Partners, LLC | 4,451 | $382.3K | 0.01% | −561−11.2% | Reduced |
| Benjamin Edwards Inc | 4,447 | $382.0K | 0.01% | +4,447 | New |
| Jones Financial Companies LLLP | 4,430 | $381.4K | 0.00% | +2,576+138.9% | Added |
| Arete Wealth Advisors, LLC | 4,431 | $380.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,290 | $368.0K | 0.01% | −43−1.0% | Reduced |
| Howard Capital Management Inc. | 4,266 | $366.4K | 0.01% | +4,266 | New |
| GAMMA Investing LLC | 4,240 | $364.2K | 0.04% | +668+18.7% | Added |
| Erste Asset Management GmbH | 4,200 | $361.6K | 0.00% | −700−14.3% | Reduced |
| Nilsine Partners, LLC | 4,207 | $361.4K | 0.05% | +233+5.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $359.2K | 0.02% | +3,400+434.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,171 | $358.9K | 0.01% | +4,171 | New |
| Bartlett & Co. Wealth Management LLC | 4,155 | $356.9K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,142 | $355.8K | 0.03% | +542+15.1% | Added |
| Prudential PLC | 4,081 | $350.6K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,059 | $348.7K | 0.09% | −6,004−59.7% | Reduced |
| Blair William & Co | 4,008 | $344.3K | 0.00% | −1,005−20.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $343.2K | 0.13% | +924+30.1% | Added |
| Burney Co | 3,964 | $340.5K | 0.01% | −79−2.0% | Reduced |
| Dark Forest Capital Management LP | 3,934 | $337.9K | 0.04% | +3,934 | New |
| MBB Public Markets I LLC | 3,870 | $332.4K | 0.03% | −11,834−75.4% | Reduced |
| Buckingham Strategic Partners | 3,856 | $331.3K | 0.01% | −1,095−22.1% | Reduced |
| Independent Advisor Alliance | 3,831 | $329.0K | 0.01% | −5,194−57.6% | Reduced |
| HB Wealth Management, LLC | 3,827 | $328.8K | 0.00% | +783+25.7% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $328.2K | 0.28% | −3−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 3,795 | $326.0K | 0.01% | −250−6.2% | Reduced |
| 9258 Wealth Management, LLC | 3,765 | $323.4K | 0.05% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,764 | $323.3K | 1.26% | +31+0.8% | Added |
| Nicolet Bankshares Inc | 3,743 | $321.5K | 0.08% | −1,400−27.2% | Reduced |
| Warren Averett Asset Management, LLC | 3,708 | $318.5K | 0.01% | −174−4.5% | Reduced |
| Lake Street Advisors Group, LLC | 3,707 | $318.5K | 0.01% | +100+2.8% | Added |
| Sageworth Trust Co of South Dakota | 3,697 | $317.6K | 0.41% | 00.0% | Unchanged |
| Seeds Investor LLC | 3,682 | $316.3K | 0.12% | −296−7.4% | Reduced |
| DoubleLine ETF Adviser LP | 3,635 | $312.2K | 0.08% | −331−8.3% | Reduced |
| Qsemble Capital Management, LP | 3,620 | $311.0K | 0.06% | −2,746−43.1% | Reduced |
| 180 Wealth Advisors, LLC | 3,602 | $309.4K | 0.05% | −229−6.0% | Reduced |
| Iron Horse Wealth Management, LLC | 3,599 | $309.2K | 0.11% | 00.0% | Unchanged |
| Renaissance Group LLC | 3,581 | $307.6K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,572 | $306.8K | 0.00% | −833−18.9% | Reduced |
| Regal Investment Advisors LLC | 3,537 | $303.9K | 0.02% | +3+0.1% | Added |
| HBK Sorce Advisory LLC | 3,520 | $302.4K | 0.01% | −40−1.1% | Reduced |
| Profund Advisors LLC | 3,516 | $302.0K | 0.01% | +379+12.1% | Added |
| GTS Securities LLC | 3,497 | $300.4K | 0.01% | −223−6.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,490 | $300.0K | 0.03% | +215+6.6% | Added |
| Kingsview Wealth Management, LLC | 3,490 | $299.8K | 0.01% | −21,649−86.1% | Reduced |
| Centennial Wealth Advisory LLC | 3,441 | $295.6K | 0.12% | +213+6.6% | Added |
| Entropy Technologies, LP | 3,425 | $294.2K | 0.03% | −3,249−48.7% | Reduced |
| Oldfather Financial Services, LLC | 3,421 | $293.9K | 0.11% | +7+0.2% | Added |
| Lake Street Financial LLC | 3,401 | $292.1K | 0.05% | −231−6.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,210 | $291.7K | 0.00% | +7,210 | New |
| Paragon Capital Management Ltd | 3,360 | $288.7K | 0.06% | +27+0.8% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $286.2K | 0.14% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,305 | $283.9K | 0.09% | +235+7.7% | Added |
| Synovus Financial Corp | 3,270 | $280.7K | 0.00% | +3,270 | New |
| First Citizens Financial Corp | 3,261 | $280.1K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,123 | $279.9K | 0.01% | +3,123 | New |
| Keybank National Association | 3,257 | $279.8K | 0.00% | −274−7.8% | Reduced |
| Chesley Taft & Associates LLC | 3,256 | $279.7K | 0.01% | +97+3.1% | Added |
| LVW Advisors, LLC | 3,251 | $279.3K | 0.04% | −85−2.5% | Reduced |
| Verdence Capital Advisors LLC | 3,146 | $270.3K | 0.02% | +10.0% | Added |
| Concord Wealth Partners | 3,110 | $267.1K | 0.04% | +2,773+822.8% | Added |
| Daymark Wealth Partners, LLC | 3,109 | $267.0K | 0.01% | +26+0.8% | Added |
| WCM Investment Management, LLC | 3,081 | $265.2K | 0.00% | +3,081 | New |