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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 3,411 | $264.0K | 0.04% | −191−5.3% | Reduced |
| Oldfather Financial Services, LLC | 3,430 | $265.5K | 0.10% | +9+0.3% | Added |
| Brinker Capital Investments, LLC | 3,438 | $266.1K | 0.00% | +644+23.0% | Added |
| Orion Portfolio Solutions, LLC | 3,438 | $266.1K | 0.00% | +644+23.0% | Added |
| Virtu Financial LLC | 3,500 | $271.0K | 0.01% | +3,500 | New |
| Iron Horse Wealth Management, LLC | 3,514 | $272.0K | 0.09% | −85−2.4% | Reduced |
| Callan Family Office, LLC | 3,520 | $272.5K | 0.02% | +3,520 | New |
| First Citizens Financial Corp | 3,522 | $272.6K | 0.15% | +261+8.0% | Added |
| Advisory Services Network, LLC | 3,568 | $276.2K | 0.01% | +868+32.1% | Added |
| Sagespring Wealth Partners, LLC | 3,599 | $278.6K | 0.01% | +3,599 | New |
| Renaissance Group LLC | 3,616 | $279.9K | 0.01% | +35+1.0% | Added |
| Regal Investment Advisors LLC | 3,620 | $280.3K | 0.02% | +83+2.3% | Added |
| Lake Street Advisors Group, LLC | 3,625 | $280.6K | 0.01% | −82−2.2% | Reduced |
| Blair William & Co | 3,658 | $283.1K | 0.00% | −350−8.7% | Reduced |
| Stratos Wealth Partners, LTD. | 3,682 | $285.1K | 0.00% | −916−19.9% | Reduced |
| Sageworth Trust Co of South Dakota | 3,697 | $286.2K | 0.36% | 00.0% | Unchanged |
| Burney Co | 3,749 | $290.2K | 0.01% | −215−5.4% | Reduced |
| Glaxis Capital Management, LLC | 3,799 | $294.1K | 0.81% | +35+0.9% | Added |
| Kingsview Wealth Management, LLC | 3,804 | $294.4K | 0.01% | +314+9.0% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $295.8K | 0.25% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,900 | $302.0K | 0.01% | +44+1.1% | Added |
| Beacon Financial Group | 3,909 | $302.6K | 0.03% | −792−16.8% | Reduced |
| Atria Investments LLC | 3,929 | $304.1K | 0.00% | +3,929 | New |
| Centennial Wealth Advisory LLC | 3,931 | $304.4K | 0.12% | +490+14.2% | Added |
| Canada Post Corp Registered Pension Plan | 3,966 | $307.0K | 0.02% | +3,966 | New |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $309.3K | 0.12% | 00.0% | Unchanged |
| Numerai GP LLC | 4,026 | $311.7K | 0.09% | −3,553−46.9% | Reduced |
| GAMMA Investing LLC | 4,029 | $311.9K | 0.03% | −211−5.0% | Reduced |
| Prudential PLC | 4,081 | $315.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,137 | $320.2K | 0.01% | −393−8.7% | Reduced |
| Sonora Investment Management Group, LLC | 4,142 | $320.6K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,155 | $321.6K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,180 | $323.6K | 0.00% | +353+9.2% | Added |
| Empowered Funds, LLC | 4,181 | $323.7K | 0.00% | −12,147−74.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $323.7K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,040 | $328.9K | 0.02% | −412−9.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,280 | $331.3K | 0.20% | +4,280 | New |
| Arete Wealth Advisors, LLC | 4,294 | $332.0K | 0.02% | −137−3.1% | Reduced |
| NorthRock Partners, LLC | 4,345 | $336.3K | 0.01% | −106−2.4% | Reduced |
| Erste Asset Management GmbH | 4,400 | $341.9K | 0.00% | +200+4.8% | Added |
| Benjamin Edwards Inc | 4,449 | $344.4K | 0.00% | +20.0% | Added |
| Ieq Capital, LLC | 4,464 | $345.5K | 0.00% | −4,896−52.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,481 | $347.0K | 0.06% | +1,871+71.7% | Added |
| Independent Advisor Alliance | 4,573 | $354.0K | 0.00% | +742+19.4% | Added |
| Umb Bank N A | 4,589 | $355.2K | 0.01% | −1,651−26.5% | Reduced |
| Csenge Advisory Group | 4,592 | $355.5K | 0.02% | +29+0.6% | Added |
| Sequoia Financial Advisors, LLC | 4,630 | $358.4K | 0.00% | +1,818+64.7% | Added |
| Vestcor Inc | 4,654 | $360.0K | 0.01% | −9−0.2% | Reduced |
| My Legacy Advisors, LLC | 4,546 | $364.0K | 0.14% | +5+0.1% | Added |
| MML Investors Services, LLC | 4,711 | $365.0K | 0.00% | −26−0.5% | Reduced |
| Nilsine Partners, LLC | 4,743 | $367.2K | 0.04% | +536+12.7% | Added |
| Bleakley Financial Group, LLC | 4,798 | $371.4K | 0.01% | −341−6.6% | Reduced |
| Teza Capital Management LLC | 4,801 | $371.6K | 0.06% | +4,801 | New |
| Heartland Bank & Trust Co | 4,829 | $373.8K | 0.20% | −303−5.9% | Reduced |
| Hancock Whitney Corp | 4,846 | $375.1K | 0.01% | −94−1.9% | Reduced |
| Meeder Advisory Services, Inc. | 4,993 | $386.5K | 0.02% | +1,938+63.4% | Added |
| Proequities, Inc. | 4,759 | $388.6K | 0.02% | +274+6.1% | Added |
| Two Sigma Securities, LLC | 5,029 | $389.3K | 0.07% | +5,029 | New |
| IHT Wealth Management, LLC | 5,050 | $390.9K | 0.01% | −2,461−32.8% | Reduced |
| Legacy Financial Advisors, Inc. | 5,099 | $394.7K | 0.07% | −385−7.0% | Reduced |
| Apollon Wealth Management, LLC | 5,146 | $398.4K | 0.01% | −191−3.6% | Reduced |
| Lido Advisors, LLC | 5,165 | $399.8K | 0.00% | −433−7.7% | Reduced |
| Benin Management CORP | 5,200 | $402.5K | 0.11% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,223 | $404.0K | 0.02% | +132+2.6% | Added |
| Sompo Asset Management Co., Ltd. | 5,220 | $404.1K | 0.07% | −1,600−23.5% | Reduced |
| Twin Capital Management Inc | 5,252 | $406.6K | 0.04% | −72−1.4% | Reduced |
| CWA Asset Management Group, LLC | 5,298 | $410.1K | 0.02% | +15+0.3% | Added |
| Waldron Private Wealth LLC | 5,339 | $413.3K | 0.02% | −15−0.3% | Reduced |
| CAPROCK Group, Inc. | 5,339 | $413.4K | 0.01% | +111+2.1% | Added |
| Premier Path Wealth Partners, LLC | 5,449 | $421.8K | 0.06% | −135−2.4% | Reduced |
| Tudor Investment Corp Et Al | 5,497 | $425.5K | 0.00% | +5,497 | New |
| United Capital Financial Advisers, LLC | 5,670 | $438.9K | 0.00% | −290−4.9% | Reduced |
| Marquette Asset Management, LLC | 5,702 | $441.4K | 0.07% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 5,811 | $449.8K | 0.00% | −786−11.9% | Reduced |
| Ossiam | 5,929 | $459.0K | 0.01% | −14,211−70.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,951 | $460.7K | 0.15% | −6,326−51.5% | Reduced |
| Coldstream Capital Management Inc | 5,985 | $463.3K | 0.01% | +29+0.5% | Added |
| LGT Group Foundation | 6,000 | $464.5K | 0.01% | −3,000−33.3% | Reduced |
| Plato Investment Management Ltd | 5,993 | $465.6K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,048 | $468.2K | 0.00% | +1,245+25.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,051 | $468.4K | 0.01% | −550−8.3% | Reduced |
| Jain Global LLC | 6,117 | $473.5K | 0.01% | +6,117 | New |
| Hilltop Holdings Inc. | 6,136 | $475.0K | 0.03% | +10+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,695 | $478.0K | 0.08% | +3,387+53.7% | Added |
| Jacobi Capital Management LLC | 6,259 | $484.5K | 0.04% | +74+1.2% | Added |
| Venture Visionary Partners LLC | 6,260 | $484.6K | 0.02% | +20.0% | Added |
| Regions Financial Corp | 6,261 | $484.7K | 0.00% | −104−1.6% | Reduced |
| Hilltop National Bank | 6,299 | $487.6K | 0.15% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,362 | $492.5K | 0.02% | −958−13.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,361 | $492.6K | 0.00% | −849−11.8% | Reduced |
| Paradigm Financial Partners, LLC | 6,373 | $493.3K | 0.06% | −370−5.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,388 | $494.5K | 0.01% | +30+0.5% | Added |
| Investment Management Corp of Ontario | 6,420 | $497.0K | 0.02% | −1,300−16.8% | Reduced |
| Capital Investment Advisors, LLC | 6,426 | $497.4K | 0.01% | +10.0% | Added |
| Syon Capital LLC | 6,441 | $498.6K | 0.04% | +733+12.8% | Added |
| Forum Financial Management, LP | 6,445 | $498.9K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,445 | $498.9K | 0.01% | −194−2.9% | Reduced |
| Romano Brothers and Company | 6,485 | $502.0K | 0.06% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 6,544 | $505.4K | 0.00% | +3,463+112.4% | Added |
| Iowa State Bank | 6,592 | $510.3K | 0.11% | 00.0% | Unchanged |