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Livermore
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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.

Q4 2024 vs. Q3 2024

How the institutions holding Principal Financial Group Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of PFG: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders78612785+11
Shares164.2M231.9K163.6M−354.6K (−0.2%)
Value$14.1B$19.9M$12.7B−$1.41B (−10.0%)

12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (91)

Institutions that held Principal Financial Group Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to PFG in Q4 2024
InstitutionSharesValue% of portfolio
Woodline Partners LP367,504$28.4M0.19%
Raymond James Financial Inc204,385$15.8M0.01%
APG Asset Management N.V.127,000$9.49M0.03%
Edentree Asset Management Ltd107,320$8.31M2.41%
Universal- Beteiligungs- und Servicegesellschaft mbH101,941$7.89M0.02%
KLP Kapitalforvaltning AS79,345$6.14M0.03%
Twinbeech Capital LP72,508$5.61M0.10%
DMKC Advisory Services, LLC60,749$4.70M4.27%
Lansforsakringar Fondforvaltning AB (publ)55,041$4.26M0.02%
Voleon Capital Management LP45,526$3.52M0.26%
Centiva Capital, LP42,643$3.30M0.12%
Police & Firemen's Retirement System of New Jersey33,279$2.58M0.03%
Groupe la Francaise32,566$2.51M0.06%
Sciencast Management LP25,919$2.01M0.55%
Avanza Fonder AB21,477$1.66M0.05%
Mediolanum International Funds Ltd18,628$1.44M0.02%
Inceptionr LLC17,116$1.32M0.30%
Virtus ETF Advisers LLC13,623$1.05M0.43%
Y-Intercept (Hong Kong) Ltd11,725$907.6K0.06%
ING Groep NV10,028$776.3K0.01%
Legacy Financial Group LLC9,965$771.4K0.12%
LMR Partners LLP8,995$696.3K0.01%
Old Mission Capital LLC8,808$681.8K0.02%
Argentarii, LLC8,280$641.0K0.32%
Petrus Trust Company, LTA8,177$633.0K0.06%
Marshall Wace, LLP8,138$630.0K0.00%
Oak Thistle LLC8,026$621.3K0.18%
Nomura Holdings Inc6,931$536.5K0.00%
Allstate Corp6,714$519.7K0.02%
Scientech Research LLC6,640$514.0K0.15%
Denali Advisors LLC6,637$514.0K0.05%
Jain Global LLC6,117$473.5K0.01%
Tudor Investment Corp Et Al5,497$425.5K0.00%
Two Sigma Securities, LLC5,029$389.3K0.07%
Teza Capital Management LLC4,801$371.6K0.06%
Asahi Life Asset Management Co., Ltd.4,280$331.3K0.20%
Canada Post Corp Registered Pension Plan3,966$307.0K0.02%
Atria Investments LLC3,929$304.1K0.00%
Sagespring Wealth Partners, LLC3,599$278.6K0.01%
Callan Family Office, LLC3,520$272.5K0.02%
Virtu Financial LLC3,500$271.0K0.01%
Alteri Wealth LLC3,346$259.0K0.07%
MUFG Securities Americas Inc.3,107$240.5K0.03%
Busey Wealth Management2,919$226.0K0.01%
IMS Capital Management2,900$224.5K0.10%
CTC Alternative Strategies, Ltd.2,706$209.5K0.27%
Boothbay Fund Management, LLC2,587$200.3K0.01%
Winnow Wealth LLC2,577$199.4K0.20%
Kieckhefer Group LLC1,840$142.4K0.09%
Stonebridge Financial Group, LLC1,271$98.4K0.01%
Raiffeisen Bank International AG1,226$94.7K0.00%
Compass Financial Services Inc1,143$88.5K0.05%
Quarry LP948$73.4K0.01%
Sentry Investment Management LLC816$63.0K0.03%
Whipplewood Advisors, LLC700$54.2K0.03%
Caitong International Asset Management Co., Ltd686$53.1K0.05%
Golden State Wealth Management, LLC596$46.1K0.01%
Navigoe, LLC488$37.0K0.04%
Ameriflex Group, Inc.448$37.0K0.02%
Capital & Planning, LLC424$32.8K0.02%
BankPlus Trust Department422$32.7K0.01%
Curio Wealth, LLC379$29.3K0.02%
Walleye Trading LLC376$29.1K0.00%
UMA Financial Services, Inc.374$29.0K0.00%
Measured Risk Portfolios, Inc.276$21.4K0.02%
YANKCOM Partnership248$19.2K0.01%
Kestra Investment Management, LLC230$17.8K0.00%
Kentucky Trust Co200$15.5K0.01%
SBI Securities Co., Ltd.185$14.3K0.00%
Crews Bank & Trust142$11.0K0.00%
Holos Integrated Wealth LLC138$10.7K0.01%
Vermillion Wealth Management, Inc.132$10.2K0.01%
Sandy Spring Bank130$10.1K0.00%
Wood Tarver Financial Group, LLC130$10.0K0.00%
Centricity Wealth Management, LLC115$8.90K0.01%
Christopher J. Hasenberg, Inc113$8.75K0.00%
Quest 10 Wealth Builders, Inc.103$7.97K0.01%
Kapitalo Investimentos Ltda88$6.81K0.00%
Vision Financial Markets LLC73$5.63K0.01%
Park Square Financial Group, LLC60$4.64K0.00%
Sierra Ocean, LLC35$2.75K0.00%
ROSS\JOHNSON & Associates LLC35$2.71K0.06%
Crowley Wealth Management, Inc.28$2.17K0.00%
R Squared Ltd20$1.55K0.00%
Annis Gardner Whiting Capital Advisors, LLC12$9290.00%
BOK Financial Private Wealth, Inc.10$7750.00%
Parkworth Wealth Management, Inc.6$4640.00%
WealthTrak Capital Management LLC5$3880.00%
Principia Wealth Advisory, LLC4$3100.00%
Capital A Wealth Management, LLC3$2320.00%
Cape Investment Advisory, Inc.1$770.00%

Sold out (80)

Institutions that held Principal Financial Group Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of PFG in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Gillson Capital LP195,101$16.8M
Hudson Bay Capital Management LP120,000$10.3M
Lighthouse Investment Partners, LLC112,540$9.67M
Teacher Retirement System of Texas102,080$8.77M
Campbell & CO Investment Adviser LLC62,662$5.38M
Andra AP-fonden53,400$4.59M
Jefferies Financial Group Inc.30,693$2.64M
Stoneridge Investment Partners LLC30,284$2.60M
Diversified Trust Co23,258$2.00M
STRS Ohio20,587$1.77M
Redwood Investment Management, LLC18,245$1.57M
International Assets Investment Management, LLC132,200$1.54M
Weiss Asset Management LP17,171$1.47M
Seven Eight Capital, LP14,657$1.26M
B.O.S.S. Retirement Advisors, LLC13,332$1.15M
FORA Capital, LLC13,242$1.14M
Brevan Howard Capital Management LP11,465$984.8K
LSV Asset Management10,600$911.0K
SG Americas Securities, LLC9,864$847.0K
Versor Investments LP9,602$824.8K
Morningstar Investment Services LLC9,505$818.0K
Parallax Volatility Advisers, L.P.8,616$740.1K
Bridgeway Capital Management, LLC8,000$687.2K
Meiji Yasuda Life Insurance Co6,929$595.2K
Veriti Management LLC6,479$556.6K
Deerfield Management Company, L.P. (Series C)6,268$538.4K
Fuller & Thaler Asset Management, Inc.6,043$519.1K
Axq Capital, LP5,816$499.6K
Gentry Private Wealth, LLC5,743$493.3K
Fox Run Management, L.L.C.5,449$468.1K
Walleye Capital LLC4,650$399.4K
Quantitative Investment Management, LLC4,594$394.0K
Wedbush Securities Inc4,290$368.0K
Howard Capital Management Inc.4,266$366.4K
Dark Forest Capital Management LP3,934$337.9K
MBB Public Markets I LLC3,870$332.4K
DoubleLine ETF Adviser LP3,635$312.2K
Qsemble Capital Management, LP3,620$311.0K
Beacon Pointe Advisors, LLC3,572$306.8K
Synovus Financial Corp3,270$280.7K
LVW Advisors, LLC3,251$279.3K
EntryPoint Capital, LLC3,030$260.3K
Koshinski Asset Management, Inc.2,880$247.4K
Ellevest, Inc.2,860$245.7K
Wealthspire Advisors, LLC2,742$235.5K
Graypoint LLC2,626$225.6K
Advisory Alpha, LLC2,587$222.3K
Sageworth Trust Co2,577$221.4K
Snowden Capital Advisors LLC2,560$219.9K
Resurgent Financial Advisors LLC2,532$217.5K
NJ State Employees Deferred Compensation Plan2,500$214.8K
S&CO Inc2,500$214.0K
Integrated Wealth Concepts LLC2,465$211.7K
Atomi Financial Group, Inc.2,437$209.3K
Blackhawk Capital Partners LLC.2,430$208.7K
Hunter Associates Investment Management LLC2,411$207.0K
Long Run Wealth Advisors, LLC2,376$204.1K
Cigna Investments Inc2,379$204.0K
Northern Oak Wealth Management Inc2,357$202.5K
Jaffetilchin Investment Partners, LLC2,150$184.7K
Catalyst Funds Management Pty Ltd1,500$128.8K
Flaharty Asset Management, LLC609$52.3K
Capital Performance Advisors LLP582$50.0K
Dynamic Wealth Strategies, LLC528$45.0K
Reuter James Wealth Management, LLC523$44.9K
Truvestments Capital LLC500$43.0K
Providence Capital Advisors, LLC320$27.5K
Uncommon Cents Investing LLC191$16.4K
NBC Securities, Inc.190$16.0K
Hobbs Group Advisors, LLC172$14.8K
Ashton Thomas Securities, LLC165$14.2K
Gilliland Jeter Wealth Management LLC131$11.3K
Mendota Financial Group, LLC118$10.1K
Koesten, Hirschmann & Crabtree, INC.103$8.85K
Talon Private Wealth, LLC85$7.30K
Globeflex Capital L P63$5.41K
Crewe Advisors LLC61$5.24K
Guardian Wealth Management, Inc.23$1.98K
Rosenberg Matthew Hamilton5$430
Dogwood Wealth Management LLC0$2

Not filed for Q4 2024 yet (12)

Institutions that held Principal Financial Group Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates116,364$10.0M
Raymond James Financial Services Advisors, Inc.63,005$5.41M
B. Metzler seel. Sohn & Co. Holding AG28,419$2.44M
Rakuten Investment Management, Inc.12,463$1.07M
9258 Wealth Management, LLC3,765$323.4K
Raymond James Trust N.A.3,070$263.7K
FinTrust Capital Advisors, LLC2,494$214.2K
Abich Financial Wealth Management LLC1,064$91.4K
Peterson Financial Group, Inc.385$33.1K
Planning Capital Management Corp365$31.4K
Halpern Financial, Inc.296$25.2K
Alpine Bank Wealth Management189$16.2K