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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 11,161 | $864.0K | 0.00% | +6,731+151.9% | Added |
| South Dakota Investment Council | 11,114 | $860.0K | 0.02% | 00.0% | Unchanged |
| M&G Plc | 11,148 | $858.4K | 0.01% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 11,044 | $854.9K | 0.02% | +2,484+29.0% | Added |
| Ascent Group, LLC | 10,908 | $844.4K | 0.06% | +70+0.6% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $843.8K | 0.02% | +2,000+22.5% | 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 |
| Modern Wealth Management, LLC | 10,837 | $838.9K | 0.03% | +6+0.1% | Added |
| HighPoint Advisor Group LLC | 9,778 | $835.5K | 0.05% | +203+2.1% | Added |
| West Bancorporation Inc | 10,610 | $821.3K | 0.54% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,491 | $812.1K | 0.01% | +509+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 10,256 | $793.7K | 0.00% | −537−5.0% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $792.4K | 0.23% | −655−6.0% | Reduced |
| IFP Advisors, Inc | 10,177 | $789.2K | 0.03% | +1,729+20.5% | Added |
| New Mexico Educational Retirement Board | 10,154 | $786.0K | 0.03% | −400−3.8% | Reduced |
| PSI Advisors, LLC | 10,084 | $780.6K | 0.23% | −200−1.9% | Reduced |
| KC Investment Advisors, LLC | 10,080 | $780.3K | 0.31% | +297+3.0% | Added |
| ING Groep NV | 10,028 | $776.3K | 0.01% | +10,028 | New |
| Legacy Financial Group LLC | 9,965 | $771.4K | 0.12% | +9,965 | New |
| Omers Administration Corp | 9,931 | $768.8K | 0.01% | +1,648+19.9% | Added |
| Cresset Asset Management, LLC | 9,917 | $767.7K | 0.00% | −23,179−70.0% | Reduced |
| Sunbelt Securities, Inc. | 9,877 | $762.8K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 9,818 | $760.0K | 0.00% | −407−4.0% | Reduced |
| Oppenheimer & Co Inc | 9,763 | $755.8K | 0.01% | +616+6.7% | Added |
| Ausdal Financial Partners, Inc. | 9,753 | $755.0K | 0.07% | −126−1.3% | Reduced |
| Norinchukin Bank, The | 9,715 | $752.0K | 0.02% | +819+9.2% | Added |
| Jump Financial, LLC | 9,672 | $748.7K | 0.02% | −24,832−72.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,511 | $736.2K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 9,476 | $733.6K | 0.58% | +63+0.7% | Added |
| Fifth Third Bancorp | 9,475 | $733.5K | 0.00% | +228+2.5% | Added |
| Holderness Investments Co | 9,345 | $723.4K | 0.16% | −15−0.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 9,211 | $713.0K | 0.23% | +101+1.1% | Added |
| LMR Partners LLP | 8,995 | $696.3K | 0.01% | +8,995 | New |
| Elevated Capital Advisors, LLC | 8,977 | $694.9K | 0.19% | −39−0.4% | Reduced |
| City State Bank | 8,857 | $685.6K | 0.24% | −545−5.8% | Reduced |
| Old Mission Capital LLC | 8,808 | $681.8K | 0.02% | +8,808 | New |
| Steward Partners Investment Advisory, LLC | 8,705 | $673.9K | 0.01% | −656−7.0% | Reduced |
| Frank, Rimerman Advisors LLC | 8,689 | $672.6K | 0.05% | −262−2.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,669 | $670.8K | 0.01% | −3,725−30.1% | Reduced |
| Pinnacle Associates Ltd | 8,657 | $670.1K | 0.01% | −1,002−10.4% | Reduced |
| Park Avenue Securities LLC | 8,444 | $654.0K | 0.01% | −9−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 8,414 | $651.3K | 0.01% | +4,619+121.7% | Added |
| Lion Street Advisors, LLC | 8,364 | $647.5K | 0.21% | +10.0% | Added |
| Allworth Financial LP | 7,866 | $642.3K | 0.00% | +397+5.3% | Added |
| Argentarii, LLC | 8,280 | $641.0K | 0.32% | +8,280 | New |
| V-Square Quantitative Management LLC | 8,185 | $633.6K | 0.09% | +493+6.4% | Added |
| Petrus Trust Company, LTA | 8,177 | $633.0K | 0.06% | +8,177 | New |
| Marshall Wace, LLP | 8,138 | $630.0K | 0.00% | +8,138 | New |
| Assenagon Asset Management S.A. | 8,137 | $629.9K | 0.00% | +660+8.8% | Added |
| Graham Capital Management, L.P. | 8,122 | $628.7K | 0.02% | +5,739+240.8% | Added |
| Oak Thistle LLC | 8,026 | $621.3K | 0.18% | +8,026 | New |
| Warren Averett Asset Management, LLC | 7,993 | $618.8K | 0.01% | +4,285+115.6% | Added |
| Equitable Holdings, Inc. | 7,991 | $618.6K | 0.01% | +204+2.6% | Added |
| Plimoth Trust Co LLC | 7,853 | $607.9K | 0.16% | −150−1.9% | Reduced |
| Wolff Financial Management LLC | 7,815 | $605.0K | 0.17% | 00.0% | Unchanged |
| Conning Inc. | 7,815 | $605.0K | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 7,812 | $603.3K | 0.02% | +258+3.4% | Added |
| Impact Partnership Wealth, LLC | 7,784 | $602.6K | 0.12% | +64+0.8% | Added |
| Empirical Finance, LLC | 7,773 | $601.7K | 0.03% | −102−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,729 | $598.3K | 0.02% | −28,950−78.9% | Reduced |
| RIA Advisory Group LLC | 7,606 | $588.8K | 0.20% | +185+2.5% | Added |
| Vivid Wealth Management, LLC | 7,436 | $575.7K | 0.29% | −199−2.6% | Reduced |
| Metis Global Partners, LLC | 7,366 | $570.2K | 0.02% | −3,864−34.4% | Reduced |
| Prosperity Consulting Group, LLC | 7,311 | $565.9K | 0.04% | −234−3.1% | Reduced |
| Farther Finance Advisors, LLC | 7,216 | $558.6K | 0.02% | +632+9.6% | Added |
| Avantax Advisory Services, Inc. | 7,176 | $555.5K | 0.00% | −56−0.8% | Reduced |
| Palisade Asset Management, LLC | 7,162 | $554.4K | 0.06% | +216+3.1% | Added |
| Blueshift Asset Management, LLC | 7,152 | $553.6K | 0.20% | +3,093+76.2% | Added |
| Everence Capital Management Inc | 7,110 | $550.0K | 0.04% | +2,590+57.3% | Added |
| Merit Financial Group, LLC | 7,090 | $548.9K | 0.01% | +1,177+19.9% | Added |
| Mokosak Advisory Group, LLC | 7,039 | $544.9K | 0.16% | +19+0.3% | Added |
| Carret Asset Management, LLC | 7,023 | $543.6K | 0.06% | −133−1.9% | Reduced |
| Nomura Holdings Inc | 6,931 | $536.5K | 0.00% | +6,931 | New |
| Tokio Marine Asset Management Co Ltd | 6,910 | $534.9K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,775 | $524.5K | 0.07% | −143−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,738 | $522.8K | 0.01% | +2,567+61.5% | Added |
| Allstate Corp | 6,714 | $519.7K | 0.02% | +6,714 | New |
| Guggenheim Capital LLC | 6,694 | $518.2K | 0.00% | +271+4.2% | Added |
| Vident Advisory, LLC | 6,693 | $518.1K | 0.01% | +287+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,681 | $517.2K | 0.01% | −72−1.1% | Reduced |
| Vontobel Holding Ltd. | 6,647 | $514.5K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 6,640 | $514.0K | 0.15% | +6,640 | New |
| Denali Advisors LLC | 6,637 | $514.0K | 0.05% | +6,637 | New |
| Greenleaf Trust | 6,633 | $513.5K | 0.00% | −51−0.8% | Reduced |
| Iowa State Bank | 6,592 | $510.3K | 0.11% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 6,544 | $505.4K | 0.00% | +3,463+112.4% | Added |
| Romano Brothers and Company | 6,485 | $502.0K | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,445 | $498.9K | 0.01% | −194−2.9% | Reduced |
| Forum Financial Management, LP | 6,445 | $498.9K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 6,441 | $498.6K | 0.04% | +733+12.8% | Added |
| Capital Investment Advisors, LLC | 6,426 | $497.4K | 0.01% | +10.0% | Added |
| Investment Management Corp of Ontario | 6,420 | $497.0K | 0.02% | −1,300−16.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,388 | $494.5K | 0.01% | +30+0.5% | Added |
| Paradigm Financial Partners, LLC | 6,373 | $493.3K | 0.06% | −370−5.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,361 | $492.6K | 0.00% | −849−11.8% | Reduced |
| Wetherby Asset Management Inc | 6,362 | $492.5K | 0.02% | −958−13.1% | Reduced |
| Hilltop National Bank | 6,299 | $487.6K | 0.15% | 00.0% | Unchanged |
| Regions Financial Corp | 6,261 | $484.7K | 0.00% | −104−1.6% | Reduced |
| Venture Visionary Partners LLC | 6,260 | $484.6K | 0.02% | +20.0% | Added |