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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MRP Capital Investments, LLC | 225 | $17.4K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 230 | $17.8K | 0.00% | +230 | New |
| Caldwell Trust Co | 235 | $18.2K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 248 | $19.2K | 0.01% | +248 | New |
| Key Financial Inc | 253 | $19.6K | 0.00% | +34+15.5% | Added |
| Beacon Capital Management, LLC | 261 | $20.2K | 0.00% | −56−17.7% | Reduced |
| Center for Financial Planning, Inc. | 264 | $20.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 271 | $21.0K | 0.00% | −54−16.6% | Reduced |
| Hoertkorn Richard Charles | 272 | $21.1K | 0.01% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 276 | $21.4K | 0.02% | +276 | New |
| North Star Investment Management Corp. | 277 | $21.4K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 284 | $22.0K | 0.00% | +92+47.9% | Added |
| Pflug Koory, LLC | 285 | $22.1K | 0.01% | 00.0% | Unchanged |
| Motco | 294 | $22.8K | 0.00% | −84−22.2% | Reduced |
| First Pacific Financial | 295 | $22.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 296 | $22.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 296 | $22.9K | 0.00% | +73+32.7% | Added |
| Bogart Wealth, LLC | 300 | $23.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 304 | $23.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 308 | $23.8K | 0.01% | +8+2.7% | Added |
| Concord Wealth Partners | 310 | $24.0K | 0.00% | −2,800−90.0% | Reduced |
| HighMark Wealth Management LLC | 310 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 314 | $24.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 320 | $24.8K | 0.00% | −743−69.9% | Reduced |
| Colonial Trust Co | 323 | $25.0K | 0.00% | +86+36.3% | Added |
| First Horizon Advisors, Inc. | 324 | $25.1K | 0.00% | −3−0.9% | Reduced |
| TD Private Client Wealth LLC | 347 | $26.9K | 0.00% | −11−3.1% | Reduced |
| TD Capital Management LLC | 350 | $27.1K | 0.00% | +3+0.9% | Added |
| Bell Investment Advisors, Inc | 358 | $27.7K | 0.01% | −84−19.0% | Reduced |
| St Germain D J Co Inc | 365 | $28.3K | 0.00% | −62−14.5% | Reduced |
| Toth Financial Advisory Corp | 365 | $28.3K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 372 | $28.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 374 | $29.0K | 0.00% | +374 | New |
| Walleye Trading LLC | 376 | $29.1K | 0.00% | +376 | New |
| Venturi Wealth Management, LLC | 376 | $29.1K | 0.00% | −850−69.3% | Reduced |
| Curio Wealth, LLC | 379 | $29.3K | 0.02% | +379 | New |
| Boyd Watterson Asset Management LLC | 383 | $29.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 384 | $29.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 387 | $30.0K | 0.00% | +88+29.4% | Added |
| Miller Wealth Advisors, LLC | 396 | $30.7K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $30.7K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $31.0K | 0.00% | +10+2.6% | Added |
| Brown, Lisle/Cummings, Inc. | 416 | $32.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 418 | $32.4K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 422 | $32.7K | 0.01% | +422 | New |
| Capital & Planning, LLC | 424 | $32.8K | 0.02% | +424 | New |
| WR Wealth Planners, LLC | 436 | $33.8K | 0.01% | +4+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 444 | $34.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 448 | $34.7K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $34.8K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $35.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 448 | $37.0K | 0.02% | +448 | New |
| Navigoe, LLC | 488 | $37.0K | 0.04% | +488 | New |
| Cromwell Holdings LLC | 490 | $37.9K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 499 | $38.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 500 | $38.7K | 0.00% | −113−18.4% | Reduced |
| Asset Dedication, LLC | 501 | $38.8K | 0.00% | +48+10.6% | Added |
| Hemington Wealth Management | 513 | $39.0K | 0.01% | +33+6.9% | Added |
| Global Financial Private Client, LLC | 509 | $39.4K | 0.01% | +9+1.8% | Added |
| Johnson Financial Group, Inc. | 478 | $39.4K | 0.00% | −565−54.2% | Reduced |
| Massmutual Trust Co FSB | 510 | $39.5K | 0.00% | +45+9.7% | Added |
| Anchor Investment Management, LLC | 514 | $39.8K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 517 | $40.0K | 0.02% | −31−5.7% | Reduced |
| Clearstead Advisors, LLC | 529 | $41.0K | 0.00% | +6+1.1% | Added |
| Covestor Ltd | 540 | $42.0K | 0.03% | +319+144.3% | Added |
| Penserra Capital Management LLC | 553 | $42.0K | 0.00% | +532+2,533.3% | Added |
| Brown Brothers Harriman & Co | 546 | $42.3K | 0.00% | −2,460−81.8% | Reduced |
| Stilwell Value LLC | 547 | $42.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 551 | $42.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 552 | $42.7K | 0.00% | −2,196−79.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 559 | $43.3K | 0.01% | +195+53.6% | Added |
| Clean Yield Group | 559 | $43.3K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 570 | $44.1K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 572 | $44.3K | 0.01% | +18+3.2% | Added |
| BFSG, LLC | 573 | $44.4K | 0.01% | −446−43.8% | Reduced |
| Larson Financial Group LLC | 578 | $44.8K | 0.00% | −97−14.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 583 | $45.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $45.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 596 | $46.1K | 0.01% | +596 | New |
| Winch Advisory Services, LLC | 614 | $47.5K | 0.01% | +5+0.8% | Added |
| Caitong International Asset Management Co., Ltd | 686 | $53.1K | 0.05% | +686 | New |
| Godsey & Gibb Associates | 700 | $54.2K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 700 | $54.2K | 0.03% | +700 | New |
| RE Dickinson Investment Advisors, LLC | 709 | $54.9K | 0.03% | +6+0.9% | Added |
| EverSource Wealth Advisors, LLC | 718 | $55.6K | 0.00% | +29+4.2% | Added |
| Stephens Consulting, LLC | 725 | $56.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 726 | $56.2K | 0.00% | −1,031−58.7% | Reduced |
| Pinnacle Financial Partners Inc | 664 | $57.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 792 | $61.4K | 0.01% | +2+0.3% | Added |
| McClarren Financial Advisors, Inc. | 810 | $62.0K | 0.17% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 816 | $63.0K | 0.03% | +816 | New |
| First Community Trust NA | 817 | $63.2K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 840 | $65.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 864 | $66.9K | 0.00% | +236+37.6% | Added |
| GeoWealth Management, LLC | 869 | $67.3K | 0.00% | −60−6.5% | Reduced |
| TCTC Holdings, LLC | 875 | $67.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 908 | $70.3K | 0.01% | +200+28.2% | Added |
| Quarry LP | 948 | $73.4K | 0.01% | +948 | New |
| Pinnacle Bancorp, Inc. | 951 | $73.6K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $77.4K | 0.05% | 00.0% | Unchanged |