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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
FORA Capital, LLC0$00.00%−13,242−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−11,465−100.0%Sold out
LSV Asset Management0$00.00%−10,600−100.0%Sold out
SG Americas Securities, LLC0$00.00%−9,864−100.0%Sold out
Versor Investments LP0$00.00%−9,602−100.0%Sold out
Morningstar Investment Services LLC0$00.00%−9,505−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−8,616−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−8,000−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−6,929−100.0%Sold out
Veriti Management LLC0$00.00%−6,479−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−6,268−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−6,043−100.0%Sold out
Axq Capital, LP0$00.00%−5,816−100.0%Sold out
Gentry Private Wealth, LLC0$00.00%−5,743−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−5,449−100.0%Sold out
Walleye Capital LLC0$00.00%−4,650−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−4,594−100.0%Sold out
Wedbush Securities Inc0$00.00%−4,290−100.0%Sold out
Howard Capital Management Inc.0$00.00%−4,266−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3,934−100.0%Sold out
MBB Public Markets I LLC0$00.00%−3,870−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−3,635−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−3,620−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−3,572−100.0%Sold out
Synovus Financial Corp0$00.00%−3,270−100.0%Sold out
LVW Advisors, LLC0$00.00%−3,251−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−3,030−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−2,880−100.0%Sold out
Ellevest, Inc.0$00.00%−2,860−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−2,742−100.0%Sold out
Graypoint LLC0$00.00%−2,626−100.0%Sold out
Advisory Alpha, LLC0$00.00%−2,587−100.0%Sold out
Sageworth Trust Co0$00.00%−2,577−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−2,560−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−2,532−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−2,500−100.0%Sold out
S&CO Inc0$00.00%−2,500−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−2,465−100.0%Sold out
Atomi Financial Group, Inc.0$00.00%−2,437−100.0%Sold out
Blackhawk Capital Partners LLC.0$00.00%−2,430−100.0%Sold out
Hunter Associates Investment Management LLC0$00.00%−2,411−100.0%Sold out
Long Run Wealth Advisors, LLC0$00.00%−2,376−100.0%Sold out
Cigna Investments Inc0$00.00%−2,379−100.0%Sold out
Northern Oak Wealth Management Inc0$00.00%−2,357−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−2,150−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−1,500−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−609−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−582−100.0%Sold out
Dynamic Wealth Strategies, LLC0$00.00%−528−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−523−100.0%Sold out
Truvestments Capital LLC0$00.00%−500−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−320−100.0%Sold out
Uncommon Cents Investing LLC0$00.00%−191−100.0%Sold out
NBC Securities, Inc.0$00.00%−190−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−172−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−165−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−131−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−118−100.0%Sold out
Koesten, Hirschmann & Crabtree, INC.0$00.00%−103−100.0%Sold out
Talon Private Wealth, LLC0$00.00%−85−100.0%Sold out
Globeflex Capital L P0$00.00%−63−100.0%Sold out
Crewe Advisors LLC0$00.00%−61−100.0%Sold out
Guardian Wealth Management, Inc.0$00.00%−23−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−5−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Rakuten Investment Management, Inc.––––Not filed
9258 Wealth Management, LLC––––Not filed
Raymond James Trust N.A.––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
Abich Financial Wealth Management LLC––––Not filed
Peterson Financial Group, Inc.––––Not filed
Planning Capital Management Corp––––Not filed
Halpern Financial, Inc.––––Not filed
Alpine Bank Wealth Management––––Not filed