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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, Q4 2024

Institutional positions in Principal Financial Group Inc as of Dec 31, 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
785
+11 vs. Q3 2024
Shares held
163.6M
−354.6K (−0.2%) vs. Q3 2024
Total value
$12.7B
−$1.41B (−10.0%) vs. Q3 2024
New holders
91
271 more added
Sold out
80
273 more reduced

12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 785 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 heldQ4 2024: $12.7B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2024.

Institutions holding PFG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd266$560.00%+143+116.3%Added
Cape Investment Advisory, Inc.1$770.00%+1New
SOA Wealth Advisors, LLC.1$870.00%00.0%Unchanged
WestEnd Advisors, LLC2$1550.00%00.0%Unchanged
Capital A Wealth Management, LLC3$2320.00%+3New
Ruedi Wealth Management, Inc.4$3100.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$3100.00%+4New
Chesapeake Asset Management LLC5$3870.00%00.0%Unchanged
WealthTrak Capital Management LLC5$3880.00%+5New
Parkworth Wealth Management, Inc.6$4640.00%+6New
Kayne Anderson Rudnick Investment Management LLC8$6190.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$6200.00%00.0%Unchanged
Valued Wealth Advisors LLC8$6200.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.10$7750.00%+10New
Annis Gardner Whiting Capital Advisors, LLC12$9290.00%+12New
Avion Wealth20$1.00K0.00%+6+42.9%Added
Wolff Wiese Magana LLC15$1.16K0.00%00.0%Unchanged
Aspect Partners, LLC17$1.32K0.00%00.0%Unchanged
West Paces Advisors Inc.19$1.47K0.00%00.0%Unchanged
Hallmark Capital Management Inc20$1.55K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.55K0.00%00.0%Unchanged
R Squared Ltd20$1.55K0.00%+20New
LRI Investments, LLC26$2.01K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.28$2.17K0.00%+28New
Carolinas Wealth Consulting LLC29$2.25K0.00%00.0%Unchanged
Dunhill Financial, LLC33$2.59K0.00%+12+57.1%Added
Prestige Wealth Management Group LLC34$2.63K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC35$2.71K0.06%+35New
DiNuzzo Private Wealth, Inc.35$2.71K0.00%00.0%Unchanged
Sierra Ocean, LLC35$2.75K0.00%+35New
HM Payson & Co39$3.02K0.00%−3−7.1%Reduced
Eagle Bay Advisors LLC40$3.10K0.00%−38−48.7%Reduced
Raffa Wealth Management, LLC41$3.17K0.00%00.0%Unchanged
Abound Wealth Management41$3.17K0.00%00.0%Unchanged
Archer Investment Corp44$3.41K0.00%00.0%Unchanged
Davis Capital Management46$3.56K0.00%00.0%Unchanged
Peoples Bank50$3.87K0.00%00.0%Unchanged
Lazard Asset Management LLC60$4.00K0.00%+32+114.3%Added
South State Corp.57$4.41K0.00%00.0%Unchanged
Park Square Financial Group, LLC60$4.64K0.00%+60New
Frazier Financial Advisors, LLC66$5.10K0.00%00.0%Unchanged
McIlrath & Eck, LLC71$5.50K0.00%00.0%Unchanged
Heritage Wealth Advisors72$5.57K0.00%+13+22.0%Added
Vision Financial Markets LLC73$5.63K0.01%+73New
Financial Management Professionals, Inc.76$5.88K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC72$5.93K0.00%−113−61.1%Reduced
Legacy Wealth Managment, LLC72$5.93K0.00%−113−61.1%Reduced
Westend Capital Management, LLC80$6.19K0.00%00.0%Unchanged
Creative Financial Designs Inc81$6.30K0.00%−147−64.5%Reduced
Kapitalo Investimentos Ltda88$6.81K0.00%+88New
Grove Bank & Trust89$6.89K0.00%+44+97.8%Added
Ancora Advisors, LLC90$6.97K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$7.00K0.01%00.0%Unchanged
Tucker Asset Management LLC91$7.04K0.00%00.0%Unchanged
Horizon Financial Services, LLC96$7.43K0.00%+82+585.7%Added
Atwood & Palmer Inc100$7.74K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC100$7.74K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$7.74K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$7.74K0.01%00.0%Unchanged
Bray Capital Advisors101$7.82K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.103$7.97K0.01%+103New
Salomon & Ludwin, LLC109$8.44K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$8.52K0.00%00.0%Unchanged
REAP Financial Group, LLC112$8.67K0.00%+1+0.9%Added
TD Waterhouse Canada Inc.112$8.67K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc113$8.75K0.00%+113New
Centricity Wealth Management, LLC115$8.90K0.01%+115New
Sachetta, LLC117$9.06K0.00%+2+1.7%Added
Painted Porch Advisors LLC119$9.21K0.00%00.0%Unchanged
Cornerstone Planning Group LLC113$9.34K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC122$9.42K0.00%−8−6.2%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.123$9.52K0.00%00.0%Unchanged
GW&K Investment Management, LLC131$10.0K0.00%+4+3.1%Added
Wood Tarver Financial Group, LLC130$10.0K0.00%+130New
Cassady Schiller Wealth Management, LLC130$10.1K0.00%+5+4.0%Added
Sandy Spring Bank130$10.1K0.00%+130New
Vermillion Wealth Management, Inc.132$10.2K0.01%+132New
Burkett Financial Services, LLC133$10.3K0.00%00.0%Unchanged
Holos Integrated Wealth LLC138$10.7K0.01%+138New
Meeder Asset Management Inc140$10.8K0.00%+8+6.1%Added
Zions Bancorporation, N.A.142$11.0K0.00%00.0%Unchanged
Crews Bank & Trust142$11.0K0.00%+142New
CoreFirst Bank & Trust150$11.6K0.01%00.0%Unchanged
Raleigh Capital Management Inc.152$11.8K0.00%+22+16.9%Added
Trust Co of Vermont157$12.2K0.00%00.0%Unchanged
Private Wealth Management Group, LLC161$12.5K0.00%00.0%Unchanged
Investors Research Corp173$13.4K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC180$13.9K0.00%00.0%Unchanged
SJS Investment Consulting Inc.180$13.9K0.00%−5−2.7%Reduced
SBI Securities Co., Ltd.185$14.3K0.00%+185New
Strategic Investment Solutions, Inc.189$14.9K0.00%00.0%Unchanged
Smithfield Trust Co190$15.0K0.00%00.0%Unchanged
Union Savings Bank195$15.1K0.01%00.0%Unchanged
Kentucky Trust Co200$15.5K0.01%+200New
New Millennium Group LLC209$16.2K0.01%+73+53.7%Added
DT Investment Partners, LLC210$16.3K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC211$16.3K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC212$16.4K0.01%−9−4.1%Reduced
MV Capital Management, Inc.212$16.4K0.00%+5+2.4%Added
Valley National Advisers Inc230$17.0K0.00%00.0%Unchanged