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 |
|---|---|---|---|---|---|
| Abich Financial Wealth Management LLC | 1,064 | $91.4K | 0.21% | −400−27.3% | Reduced |
| AdvisorNet Financial, Inc | 1,063 | $91.3K | 0.01% | +160+17.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,052 | $90.4K | 0.00% | +110+11.7% | Added |
| Johnson Financial Group, Inc. | 1,043 | $89.6K | 0.00% | +239+29.7% | Added |
| Westpac Banking Corp | 1,029 | $88.4K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,019 | $87.5K | 0.01% | +16+1.6% | Added |
| Duncker Streett & Co Inc | 1,010 | $86.8K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $85.9K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 992 | $85.2K | 0.01% | +61+6.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $85.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $81.7K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 929 | $79.8K | 0.00% | −796−46.1% | Reduced |
| TCTC Holdings, LLC | 875 | $75.2K | 0.00% | −505−36.6% | Reduced |
| TFC Financial Management | 840 | $72.2K | 0.01% | −10−1.2% | Reduced |
| First Community Trust NA | 817 | $70.2K | 0.06% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 810 | $69.0K | 0.08% | +654+419.2% | Added |
| ORG Partners LLC | 790 | $67.9K | 0.01% | +3+0.4% | Added |
| Stephens Consulting, LLC | 725 | $62.3K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 708 | $60.8K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 703 | $60.4K | 0.03% | +6+0.9% | Added |
| Godsey & Gibb Associates | 700 | $60.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 689 | $59.2K | 0.00% | −241−25.9% | Reduced |
| SRS Capital Advisors, Inc. | 686 | $59.0K | 0.01% | +28+4.3% | Added |
| Larson Financial Group LLC | 675 | $58.0K | 0.00% | +385+132.8% | Added |
| Pinnacle Financial Partners Inc | 664 | $57.0K | 0.00% | +664 | New |
| First Command Advisory Services, Inc. | 628 | $53.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 613 | $52.7K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 609 | $52.3K | 0.01% | +3+0.5% | Added |
| Flaharty Asset Management, LLC | 609 | $52.3K | 0.01% | +609 | New |
| Hazlett, Burt & Watson, Inc. | 583 | $50.0K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 582 | $50.0K | 0.02% | +582 | New |
| Sit Investment Associates Inc | 575 | $49.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 570 | $49.0K | 0.03% | −950−62.5% | Reduced |
| Clean Yield Group | 559 | $48.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 554 | $47.6K | 0.01% | +30+5.7% | Added |
| Plante Moran Financial Advisors, LLC | 551 | $47.3K | 0.00% | −95−14.7% | Reduced |
| WFA Asset Management Corp | 548 | $47.1K | 0.03% | −140−20.3% | Reduced |
| Stilwell Value LLC | 547 | $47.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 528 | $45.0K | 0.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 523 | $44.9K | 0.01% | +523 | New |
| Clearstead Advisors, LLC | 523 | $44.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 514 | $44.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 500 | $43.0K | 0.01% | +500 | New |
| Cromwell Holdings LLC | 490 | $42.1K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 499 | $42.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 465 | $39.9K | 0.00% | −3−0.6% | Reduced |
| Fortis Group Advisors, LLC | 458 | $39.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 480 | $39.0K | 0.01% | +480 | New |
| Asset Dedication, LLC | 453 | $38.9K | 0.00% | −29−6.0% | Reduced |
| Paladin Advisory Group, LLC | 449 | $38.6K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 448 | $38.5K | 0.01% | −144−24.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 444 | $38.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 442 | $38.0K | 0.01% | −7−1.6% | Reduced |
| WR Wealth Planners, LLC | 432 | $37.1K | 0.01% | −211−32.8% | Reduced |
| St Germain D J Co Inc | 427 | $36.7K | 0.00% | −62−12.7% | Reduced |
| Miller Wealth Advisors, LLC | 396 | $36.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 418 | $35.9K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $35.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $34.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 390 | $33.5K | 0.00% | +9+2.4% | Added |
| Peterson Financial Group, Inc. | 385 | $33.1K | 0.13% | +385 | New |
| GHP Investment Advisors, Inc. | 384 | $33.0K | 0.00% | +43+12.6% | Added |
| Boyd Watterson Asset Management LLC | 383 | $32.9K | 0.01% | −32−7.7% | Reduced |
| Motco | 378 | $32.5K | 0.00% | −116−23.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 372 | $32.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 365 | $31.4K | 0.02% | −31−7.8% | Reduced |
| Toth Financial Advisory Corp | 365 | $31.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 364 | $31.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 358 | $30.8K | 0.00% | +2+0.6% | Added |
| TD Capital Management LLC | 347 | $29.8K | 0.00% | +347 | New |
| First Horizon Advisors, Inc. | 327 | $28.1K | 0.00% | +39+13.5% | Added |
| Versant Capital Management, Inc | 325 | $27.9K | 0.01% | +68+26.5% | Added |
| Providence Capital Advisors, LLC | 320 | $27.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 317 | $27.2K | 0.00% | +100+46.1% | Added |
| Financial Perspectives, Inc | 314 | $27.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 310 | $26.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 304 | $26.1K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $25.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $25.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 299 | $25.7K | 0.00% | +49+19.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 296 | $25.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 295 | $25.3K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 296 | $25.2K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $24.5K | 0.01% | +285 | New |
| North Star Investment Management Corp. | 277 | $23.8K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $23.4K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $22.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 237 | $20.4K | 0.00% | +8+3.5% | Added |
| Caldwell Trust Co | 235 | $20.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 228 | $19.6K | 0.00% | +82+56.2% | Added |
| MRP Capital Investments, LLC | 225 | $19.3K | 0.02% | +225 | New |
| Lindbrook Capital, LLC | 223 | $19.2K | 0.00% | −98−30.5% | Reduced |
| Valley National Advisers Inc | 230 | $19.0K | 0.00% | −556−70.7% | Reduced |
| Covestor Ltd | 221 | $19.0K | 0.01% | +7+3.3% | Added |
| Bruce G. Allen Investments, LLC | 221 | $19.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $18.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $18.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 210 | $18.0K | 0.00% | +210 | New |
| MV Capital Management, Inc. | 207 | $17.8K | 0.00% | −8−3.7% | Reduced |