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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 1,010 | $78.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $78.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,014 | $78.5K | 0.01% | +22+2.2% | Added |
| Westpac Banking Corp | 1,029 | $79.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,047 | $81.1K | 0.00% | −5−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,064 | $82.4K | 0.00% | −189−15.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,078 | $83.4K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,102 | $85.3K | 0.00% | −63−5.4% | Reduced |
| Olistico Wealth, LLC | 1,117 | $86.4K | 0.05% | +11+1.0% | Added |
| Richardson Financial Services Inc. | 1,120 | $86.5K | 0.06% | −310−21.7% | Reduced |
| Compass Financial Services Inc | 1,143 | $88.5K | 0.05% | +1,143 | New |
| Raiffeisen Bank International AG | 1,226 | $94.7K | 0.00% | +1,226 | New |
| Clarity Asset Management, Inc. | 1,224 | $94.8K | 0.06% | +4+0.3% | Added |
| Manchester Capital Management LLC | 1,225 | $94.8K | 0.01% | −127−9.4% | Reduced |
| Global Retirement Partners, LLC | 1,230 | $95.2K | 0.00% | −312−20.2% | Reduced |
| Bryn Mawr Trust Co | 1,240 | $96.0K | 0.00% | −86−6.5% | Reduced |
| Quent Capital, LLC | 1,242 | $96.1K | 0.01% | −40−3.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,254 | $97.0K | 0.01% | +28+2.3% | Added |
| Stonebridge Financial Group, LLC | 1,271 | $98.4K | 0.01% | +1,271 | New |
| JFS Wealth Advisors, LLC | 1,338 | $103.6K | 0.01% | −26−1.9% | Reduced |
| Hills Bank & Trust Co | 1,402 | $108.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,532 | $118.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,576 | $122.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,620 | $125.4K | 0.02% | +116+7.7% | Added |
| Mather Group, LLC. | 1,625 | $125.8K | 0.00% | −697−30.0% | Reduced |
| Capital Analysts, LLC | 1,658 | $128.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,730 | $133.9K | 0.00% | +151+9.6% | Added |
| Parallel Advisors, LLC | 1,743 | $134.9K | 0.00% | +43+2.5% | Added |
| Silvant Capital Management LLC | 1,747 | $135.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,755 | $135.9K | 0.00% | −41−2.3% | Reduced |
| Bokf, NA | 1,796 | $137.1K | 0.00% | −3−0.2% | Reduced |
| Atlas Capital Advisors LLC | 1,818 | $140.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,838 | $142.3K | 0.00% | +275+17.6% | Added |
| Kieckhefer Group LLC | 1,840 | $142.4K | 0.09% | +1,840 | New |
| West Financial Advisors, LLC | 1,870 | $144.8K | 0.03% | −579−23.6% | Reduced |
| Assetmark, Inc | 2,002 | $155.0K | 0.00% | +5+0.3% | Added |
| Continuum Advisory, LLC | 2,007 | $155.4K | 0.02% | +4+0.2% | Added |
| Quadrant Capital Group LLC | 2,151 | $166.5K | 0.01% | +9+0.4% | Added |
| Smartleaf Asset Management LLC | 2,200 | $169.9K | 0.02% | +375+20.5% | Added |
| Acropolis Investment Management, LLC | 2,235 | $173.0K | 0.01% | −317−12.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,423 | $187.6K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,462 | $190.5K | 0.07% | 00.0% | Unchanged |
| TSFG, LLC | 2,479 | $192.0K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,512 | $196.8K | 0.00% | +8+0.3% | Added |
| Signaturefd, LLC | 2,555 | $197.8K | 0.00% | +98+4.0% | Added |
| Winnow Wealth LLC | 2,577 | $199.4K | 0.20% | +2,577 | New |
| Boothbay Fund Management, LLC | 2,587 | $200.3K | 0.01% | +2,587 | New |
| Cidel Asset Management Inc | 2,636 | $204.1K | 0.01% | +156+6.3% | Added |
| Kinloch Capital, LLC | 2,675 | $207.1K | 0.10% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,678 | $207.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,685 | $207.8K | 0.00% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 2,692 | $208.0K | 0.15% | −132−4.7% | Reduced |
| Westmount Partners, LLC | 2,687 | $208.0K | 0.06% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,693 | $208.4K | 0.01% | +138+5.4% | Added |
| CTC Alternative Strategies, Ltd. | 2,706 | $209.5K | 0.27% | +2,706 | New |
| Pitcairn Co | 2,728 | $211.2K | 0.01% | −233−7.9% | Reduced |
| HBK Sorce Advisory LLC | 2,732 | $211.5K | 0.01% | −788−22.4% | Reduced |
| Essex Financial Services, Inc. | 2,746 | $212.6K | 0.02% | +11+0.4% | Added |
| Martin Capital Partners, LLC | 2,747 | $213.0K | 0.25% | −4,968−64.4% | Reduced |
| Ballentine Partners, LLC | 2,768 | $214.3K | 0.00% | −32−1.1% | Reduced |
| Park National Corp | 2,787 | $215.7K | 0.01% | +7+0.3% | Added |
| Security National Bank | 2,795 | $216.4K | 0.03% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,818 | $218.1K | 0.06% | −179−6.0% | Reduced |
| International Private Wealth Advisors LLC | 2,870 | $222.2K | 0.22% | +58+2.1% | Added |
| Nicolet Bankshares Inc | 2,895 | $224.1K | 0.05% | −848−22.7% | Reduced |
| IMS Capital Management | 2,900 | $224.5K | 0.10% | +2,900 | New |
| Mutual Advisors, LLC | 2,776 | $225.2K | 0.01% | −347−11.1% | Reduced |
| Horizon Investments, LLC | 2,914 | $225.6K | 0.01% | +24+0.8% | Added |
| SageView Advisory Group, LLC | 2,916 | $225.7K | 0.01% | +229+8.5% | Added |
| Busey Wealth Management | 2,919 | $226.0K | 0.01% | +2,919 | New |
| Concurrent Investment Advisors, LLC | 2,924 | $226.3K | 0.01% | +16+0.6% | Added |
| Principal Securities, Inc. | 2,933 | $227.0K | 0.01% | +1,564+114.2% | Added |
| Brighton Jones LLC | 2,935 | $227.2K | 0.01% | +89+3.1% | Added |
| Profund Advisors LLC | 2,950 | $228.4K | 0.01% | −566−16.1% | Reduced |
| Security National Bank of So Dak | 3,000 | $232.2K | 0.13% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $232.2K | 0.08% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,006 | $232.7K | 0.03% | +3+0.1% | Added |
| GTS Securities LLC | 3,006 | $232.7K | 0.01% | −491−14.0% | Reduced |
| Checchi Capital Advisers, LLC | 3,017 | $233.6K | 0.02% | +24+0.8% | Added |
| Wedmont Private Capital | 3,061 | $233.7K | 0.01% | +194+6.8% | Added |
| Resolute Wealth Strategies, LLC | 3,029 | $234.5K | 0.12% | +15+0.5% | Added |
| SRS Capital Advisors, Inc. | 3,047 | $235.9K | 0.01% | +2,361+344.2% | Added |
| Rothschild Investment LLC | 3,089 | $239.1K | 0.02% | +6+0.2% | Added |
| MUFG Securities Americas Inc. | 3,107 | $240.5K | 0.03% | +3,107 | New |
| Aptus Capital Advisors, LLC | 3,109 | $240.7K | 0.00% | +344+12.4% | Added |
| Verdence Capital Advisors LLC | 3,120 | $241.5K | 0.02% | −26−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 3,138 | $242.9K | 0.01% | +29+0.9% | Added |
| Brown Advisory Inc | 3,174 | $245.7K | 0.00% | +440+16.1% | Added |
| Keybank National Association | 3,189 | $246.9K | 0.00% | −68−2.1% | Reduced |
| Huntington National Bank | 3,210 | $248.5K | 0.00% | +661+25.9% | Added |
| Chesley Taft & Associates LLC | 3,258 | $252.2K | 0.01% | +2+0.1% | Added |
| Exchange Traded Concepts, LLC | 3,281 | $254.0K | 0.01% | +301+10.1% | Added |
| Seeds Investor LLC | 3,296 | $255.2K | 0.07% | −386−10.5% | Reduced |
| Paragon Capital Management Ltd | 3,313 | $256.5K | 0.05% | −47−1.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $257.9K | 0.12% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,330 | $258.0K | 0.03% | −160−4.6% | Reduced |
| Skopos Labs, Inc. | 3,343 | $258.7K | 0.08% | +38+1.1% | Added |
| Alteri Wealth LLC | 3,346 | $259.0K | 0.07% | +3,346 | New |
| Rockland Trust Co | 3,360 | $260.1K | 0.01% | −5,138−60.5% | Reduced |
| Lake Street Financial LLC | 3,386 | $262.1K | 0.04% | −15−0.4% | Reduced |