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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 6,633 | $513.5K | 0.00% | −51−0.8% | Reduced |
| Denali Advisors LLC | 6,637 | $514.0K | 0.05% | +6,637 | New |
| Scientech Research LLC | 6,640 | $514.0K | 0.15% | +6,640 | New |
| Vontobel Holding Ltd. | 6,647 | $514.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,681 | $517.2K | 0.01% | −72−1.1% | Reduced |
| Vident Advisory, LLC | 6,693 | $518.1K | 0.01% | +287+4.5% | Added |
| Guggenheim Capital LLC | 6,694 | $518.2K | 0.00% | +271+4.2% | Added |
| Allstate Corp | 6,714 | $519.7K | 0.02% | +6,714 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,738 | $522.8K | 0.01% | +2,567+61.5% | Added |
| Gilbert & Cook, Inc. | 6,775 | $524.5K | 0.07% | −143−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,910 | $534.9K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 6,931 | $536.5K | 0.00% | +6,931 | New |
| Carret Asset Management, LLC | 7,023 | $543.6K | 0.06% | −133−1.9% | Reduced |
| Mokosak Advisory Group, LLC | 7,039 | $544.9K | 0.16% | +19+0.3% | Added |
| Merit Financial Group, LLC | 7,090 | $548.9K | 0.01% | +1,177+19.9% | Added |
| Everence Capital Management Inc | 7,110 | $550.0K | 0.04% | +2,590+57.3% | Added |
| Blueshift Asset Management, LLC | 7,152 | $553.6K | 0.20% | +3,093+76.2% | Added |
| Palisade Asset Management, LLC | 7,162 | $554.4K | 0.06% | +216+3.1% | Added |
| Avantax Advisory Services, Inc. | 7,176 | $555.5K | 0.00% | −56−0.8% | Reduced |
| Farther Finance Advisors, LLC | 7,216 | $558.6K | 0.02% | +632+9.6% | Added |
| Prosperity Consulting Group, LLC | 7,311 | $565.9K | 0.04% | −234−3.1% | Reduced |
| Metis Global Partners, LLC | 7,366 | $570.2K | 0.02% | −3,864−34.4% | Reduced |
| Vivid Wealth Management, LLC | 7,436 | $575.7K | 0.29% | −199−2.6% | Reduced |
| RIA Advisory Group LLC | 7,606 | $588.8K | 0.20% | +185+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,729 | $598.3K | 0.02% | −28,950−78.9% | Reduced |
| Empirical Finance, LLC | 7,773 | $601.7K | 0.03% | −102−1.3% | Reduced |
| Impact Partnership Wealth, LLC | 7,784 | $602.6K | 0.12% | +64+0.8% | Added |
| Vinva Investment Management Ltd | 7,812 | $603.3K | 0.02% | +258+3.4% | Added |
| Conning Inc. | 7,815 | $605.0K | 0.02% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 7,815 | $605.0K | 0.17% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 7,853 | $607.9K | 0.16% | −150−1.9% | Reduced |
| Equitable Holdings, Inc. | 7,991 | $618.6K | 0.01% | +204+2.6% | Added |
| Warren Averett Asset Management, LLC | 7,993 | $618.8K | 0.01% | +4,285+115.6% | Added |
| Oak Thistle LLC | 8,026 | $621.3K | 0.18% | +8,026 | New |
| Graham Capital Management, L.P. | 8,122 | $628.7K | 0.02% | +5,739+240.8% | Added |
| Assenagon Asset Management S.A. | 8,137 | $629.9K | 0.00% | +660+8.8% | Added |
| Marshall Wace, LLP | 8,138 | $630.0K | 0.00% | +8,138 | New |
| Petrus Trust Company, LTA | 8,177 | $633.0K | 0.06% | +8,177 | New |
| V-Square Quantitative Management LLC | 8,185 | $633.6K | 0.09% | +493+6.4% | Added |
| Argentarii, LLC | 8,280 | $641.0K | 0.32% | +8,280 | New |
| Allworth Financial LP | 7,866 | $642.3K | 0.00% | +397+5.3% | Added |
| Lion Street Advisors, LLC | 8,364 | $647.5K | 0.21% | +10.0% | Added |
| Capstone Investment Advisors, LLC | 8,414 | $651.3K | 0.01% | +4,619+121.7% | Added |
| Park Avenue Securities LLC | 8,444 | $654.0K | 0.01% | −9−0.1% | Reduced |
| Pinnacle Associates Ltd | 8,657 | $670.1K | 0.01% | −1,002−10.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,669 | $670.8K | 0.01% | −3,725−30.1% | Reduced |
| Frank, Rimerman Advisors LLC | 8,689 | $672.6K | 0.05% | −262−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,705 | $673.9K | 0.01% | −656−7.0% | Reduced |
| Old Mission Capital LLC | 8,808 | $681.8K | 0.02% | +8,808 | New |
| City State Bank | 8,857 | $685.6K | 0.24% | −545−5.8% | Reduced |
| Elevated Capital Advisors, LLC | 8,977 | $694.9K | 0.19% | −39−0.4% | Reduced |
| LMR Partners LLP | 8,995 | $696.3K | 0.01% | +8,995 | New |
| Argonautica Private Wealth Management, Inc | 9,211 | $713.0K | 0.23% | +101+1.1% | Added |
| Holderness Investments Co | 9,345 | $723.4K | 0.16% | −15−0.2% | Reduced |
| Fifth Third Bancorp | 9,475 | $733.5K | 0.00% | +228+2.5% | Added |
| Basepoint Wealth LLC | 9,476 | $733.6K | 0.58% | +63+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $736.2K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,672 | $748.7K | 0.02% | −24,832−72.0% | Reduced |
| Norinchukin Bank, The | 9,715 | $752.0K | 0.02% | +819+9.2% | Added |
| Ausdal Financial Partners, Inc. | 9,753 | $755.0K | 0.07% | −126−1.3% | Reduced |
| Oppenheimer & Co Inc | 9,763 | $755.8K | 0.01% | +616+6.7% | Added |
| Truist Financial Corp | 9,818 | $760.0K | 0.00% | −407−4.0% | Reduced |
| Sunbelt Securities, Inc. | 9,877 | $762.8K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,917 | $767.7K | 0.00% | −23,179−70.0% | Reduced |
| Omers Administration Corp | 9,931 | $768.8K | 0.01% | +1,648+19.9% | Added |
| Legacy Financial Group LLC | 9,965 | $771.4K | 0.12% | +9,965 | New |
| ING Groep NV | 10,028 | $776.3K | 0.01% | +10,028 | New |
| KC Investment Advisors, LLC | 10,080 | $780.3K | 0.31% | +297+3.0% | Added |
| PSI Advisors, LLC | 10,084 | $780.6K | 0.23% | −200−1.9% | Reduced |
| New Mexico Educational Retirement Board | 10,154 | $786.0K | 0.03% | −400−3.8% | Reduced |
| IFP Advisors, Inc | 10,177 | $789.2K | 0.03% | +1,729+20.5% | Added |
| Park Edge Advisors, LLC | 10,236 | $792.4K | 0.23% | −655−6.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,256 | $793.7K | 0.00% | −537−5.0% | Reduced |
| EP Wealth Advisors, LLC | 10,491 | $812.1K | 0.01% | +509+5.1% | Added |
| West Bancorporation Inc | 10,610 | $821.3K | 0.54% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 9,778 | $835.5K | 0.05% | +203+2.1% | Added |
| Modern Wealth Management, LLC | 10,837 | $838.9K | 0.03% | +6+0.1% | Added |
| Adams Wealth Management | 10,884 | $842.4K | 0.16% | +1,358+14.3% | Added |
| CacheTech Inc. | 10,884 | $842.4K | 0.16% | +1,358+14.3% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $843.8K | 0.02% | +2,000+22.5% | Added |
| Ascent Group, LLC | 10,908 | $844.4K | 0.06% | +70+0.6% | Added |
| NEOS Investment Management LLC | 11,044 | $854.9K | 0.02% | +2,484+29.0% | Added |
| M&G Plc | 11,148 | $858.4K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 11,114 | $860.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11,161 | $864.0K | 0.00% | +6,731+151.9% | Added |
| Hartford Funds Management Co LLC | 11,241 | $870.2K | 0.08% | +161+1.5% | Added |
| Securian Asset Management, Inc | 11,243 | $870.3K | 0.03% | −540−4.6% | Reduced |
| Louisiana State Employees Retirement System | 11,300 | $874.7K | 0.02% | −700−5.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,455 | $887.0K | 0.01% | +4,036+54.4% | Added |
| FIL Ltd | 11,709 | $906.4K | 0.00% | +5,836+99.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,725 | $907.6K | 0.06% | +11,725 | New |
| M&T Bank Corp | 11,799 | $913.4K | 0.00% | −652−5.2% | Reduced |
| Maryland State Retirement & Pension System | 12,115 | $937.8K | 0.02% | −1,213−9.1% | Reduced |
| Glenmede Trust Co NA | 12,523 | $969.4K | 0.00% | +519+4.3% | Added |
| Foster Group, Inc. | 12,530 | $969.9K | 0.04% | −1,415−10.1% | Reduced |
| CWM, LLC | 12,993 | $1.01M | 0.00% | +583+4.7% | Added |
| Hartford Investment Management Co | 13,062 | $1.01M | 0.03% | −255−1.9% | Reduced |
| Savant Capital, LLC | 13,404 | $1.04M | 0.01% | −29−0.2% | Reduced |
| Sterling Capital Management LLC | 13,485 | $1.04M | 0.01% | +4,731+54.0% | Added |
| Kestra Advisory Services, LLC | 13,505 | $1.05M | 0.01% | +858+6.8% | Added |