Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 786 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ3 2024: $14.1B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$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.

Institutions holding PFG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Union Savings Bank195$16.8K0.01%00.0%Unchanged
New Age Alpha Advisors, LLC192$16.5K0.01%+192New
Uncommon Cents Investing LLC191$16.4K0.00%+191New
Alpine Bank Wealth Management189$16.2K0.00%+189New
Strategic Investment Solutions, Inc.189$16.2K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC185$16.0K0.01%+185New
Legacy Wealth Managment, LLC185$16.0K0.01%+185New
Smithfield Trust Co190$16.0K0.00%00.0%Unchanged
NBC Securities, Inc.190$16.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.185$15.9K0.00%+151+444.1%Added
Laurel Wealth Advisors LLC180$15.5K0.00%+180New
Investors Research Corp173$14.9K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC172$14.8K0.01%00.0%Unchanged
Ashton Thomas Securities, LLC165$14.2K0.00%+165New
Private Wealth Management Group, LLC161$13.8K0.01%00.0%Unchanged
Trust Co of Vermont157$13.5K0.00%+157New
CoreFirst Bank & Trust150$12.9K0.01%+150New
Zions Bancorporation, N.A.142$12.2K0.00%−15−9.6%Reduced
New Millennium Group LLC136$11.7K0.01%00.0%Unchanged
Burkett Financial Services, LLC133$11.4K0.00%+133New
Meeder Asset Management Inc132$11.3K0.00%+132New
Gilliland Jeter Wealth Management LLC131$11.3K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC130$11.2K0.00%+8+6.6%Added
Raleigh Capital Management Inc.130$11.2K0.00%−44−25.3%Reduced
GW&K Investment Management, LLC127$11.0K0.00%−9−6.6%Reduced
Cassady Schiller Wealth Management, LLC125$10.7K0.00%−100−44.4%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.123$10.6K0.00%00.0%Unchanged
Painted Porch Advisors LLC119$10.2K0.01%00.0%Unchanged
Mendota Financial Group, LLC118$10.1K0.00%00.0%Unchanged
Sachetta, LLC115$9.88K0.00%−7−5.7%Reduced
REAP Financial Group, LLC111$9.53K0.00%+1+0.9%Added
Cornerstone Planning Group LLC113$9.51K0.00%+8+7.6%Added
TD Waterhouse Canada Inc.112$9.51K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$9.45K0.00%00.0%Unchanged
Salomon & Ludwin, LLC109$9.36K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.103$8.85K0.01%00.0%Unchanged
Bray Capital Advisors101$8.68K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC100$8.59K0.00%−17−14.5%Reduced
Atwood & Palmer Inc100$8.59K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$8.59K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$8.59K0.01%00.0%Unchanged
Tucker Asset Management LLC91$7.82K0.00%−18−16.5%Reduced
Ancora Advisors, LLC90$7.73K0.00%00.0%Unchanged
Talon Private Wealth, LLC85$7.30K0.00%+85New
Financial Management Professionals, Inc.76$7.00K0.00%00.0%Unchanged
Westend Capital Management, LLC80$6.87K0.00%00.0%Unchanged
Eagle Bay Advisors LLC78$6.70K0.00%00.0%Unchanged
McIlrath & Eck, LLC71$6.10K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$6.00K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC66$5.68K0.00%00.0%Unchanged
Globeflex Capital L P63$5.41K0.00%00.0%Unchanged
Crewe Advisors LLC61$5.24K0.00%00.0%Unchanged
Heritage Wealth Advisors59$5.07K0.00%+59New
South State Corp.57$4.90K0.00%00.0%Unchanged
Peoples Bank50$4.29K0.00%−60−54.5%Reduced
Davis Capital Management46$3.95K0.00%00.0%Unchanged
Grove Bank & Trust45$3.87K0.00%+45New
Archer Investment Corp44$3.78K0.00%00.0%Unchanged
HM Payson & Co42$3.61K0.00%+42New
Abound Wealth Management41$3.52K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$3.52K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.35$3.01K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC34$2.92K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC29$2.49K0.00%−5−14.7%Reduced
LRI Investments, LLC26$2.25K0.00%00.0%Unchanged
Lazard Asset Management LLC28$2.00K0.00%−7−20.0%Reduced
Guardian Wealth Management, Inc.23$1.98K0.00%00.0%Unchanged
Dunhill Financial, LLC21$1.77K0.00%+1+5.0%Added
Hallmark Capital Management Inc20$1.72K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.72K0.00%00.0%Unchanged
West Paces Advisors Inc.19$1.63K0.00%00.0%Unchanged
Aspect Partners, LLC17$1.46K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.29K0.00%00.0%Unchanged
Horizon Financial Services, LLC14$1.20K0.00%00.0%Unchanged
Penserra Capital Management LLC21$1.00K0.00%+3+16.7%Added
Avion Wealth14$1.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC8$6880.00%−15−65.2%Reduced
Cherry Tree Wealth Management, LLC8$6880.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$6870.00%00.0%Unchanged
Rosenberg Matthew Hamilton5$4300.00%00.0%Unchanged
Chesapeake Asset Management LLC5$4290.00%+5New
Ruedi Wealth Management, Inc.4$3440.00%−4−50.0%Reduced
WestEnd Advisors, LLC2$1720.00%+1+100.0%Added
SOA Wealth Advisors, LLC.1$960.00%00.0%Unchanged
Y.D. More Investments Ltd123$280.00%+6+5.1%Added
Dogwood Wealth Management LLC0$20.00%0Unchanged
ExodusPoint Capital Management, LP0$00.00%−232,128−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−117,568−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−75,778−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−63,930−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−52,350−100.0%Sold out
Renaissance Technologies LLC0$00.00%−50,000−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−49,543−100.0%Sold out
Centiva Capital, LP0$00.00%−43,055−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−40,125−100.0%Sold out
Marshall Wace, LLP0$00.00%−38,337−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−36,800−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−28,246−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−26,751−100.0%Sold out
Twinbeech Capital LP0$00.00%−25,630−100.0%Sold out