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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 6,259 | $484.5K | 0.04% | +74+1.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,695 | $478.0K | 0.08% | +3,387+53.7% | Added |
| Hilltop Holdings Inc. | 6,136 | $475.0K | 0.03% | +10+0.2% | Added |
| Jain Global LLC | 6,117 | $473.5K | 0.01% | +6,117 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,051 | $468.4K | 0.01% | −550−8.3% | Reduced |
| GWM Advisors LLC | 6,048 | $468.2K | 0.00% | +1,245+25.9% | Added |
| Plato Investment Management Ltd | 5,993 | $465.6K | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 6,000 | $464.5K | 0.01% | −3,000−33.3% | Reduced |
| Coldstream Capital Management Inc | 5,985 | $463.3K | 0.01% | +29+0.5% | Added |
| Proquility Private Wealth Partners, LLC | 5,951 | $460.7K | 0.15% | −6,326−51.5% | Reduced |
| Ossiam | 5,929 | $459.0K | 0.01% | −14,211−70.6% | Reduced |
| Pinebridge Investments, L.P. | 5,811 | $449.8K | 0.00% | −786−11.9% | Reduced |
| Marquette Asset Management, LLC | 5,702 | $441.4K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,670 | $438.9K | 0.00% | −290−4.9% | Reduced |
| Tudor Investment Corp Et Al | 5,497 | $425.5K | 0.00% | +5,497 | New |
| Premier Path Wealth Partners, LLC | 5,449 | $421.8K | 0.06% | −135−2.4% | Reduced |
| CAPROCK Group, Inc. | 5,339 | $413.4K | 0.01% | +111+2.1% | Added |
| Waldron Private Wealth LLC | 5,339 | $413.3K | 0.02% | −15−0.3% | Reduced |
| CWA Asset Management Group, LLC | 5,298 | $410.1K | 0.02% | +15+0.3% | Added |
| Twin Capital Management Inc | 5,252 | $406.6K | 0.04% | −72−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,220 | $404.1K | 0.07% | −1,600−23.5% | Reduced |
| Harbor Capital Advisors, Inc. | 5,223 | $404.0K | 0.02% | +132+2.6% | Added |
| Benin Management CORP | 5,200 | $402.5K | 0.11% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,165 | $399.8K | 0.00% | −433−7.7% | Reduced |
| Apollon Wealth Management, LLC | 5,146 | $398.4K | 0.01% | −191−3.6% | Reduced |
| Legacy Financial Advisors, Inc. | 5,099 | $394.7K | 0.07% | −385−7.0% | Reduced |
| IHT Wealth Management, LLC | 5,050 | $390.9K | 0.01% | −2,461−32.8% | Reduced |
| Two Sigma Securities, LLC | 5,029 | $389.3K | 0.07% | +5,029 | New |
| Proequities, Inc. | 4,759 | $388.6K | 0.02% | +274+6.1% | Added |
| Meeder Advisory Services, Inc. | 4,993 | $386.5K | 0.02% | +1,938+63.4% | Added |
| Hancock Whitney Corp | 4,846 | $375.1K | 0.01% | −94−1.9% | Reduced |
| Heartland Bank & Trust Co | 4,829 | $373.8K | 0.20% | −303−5.9% | Reduced |
| Teza Capital Management LLC | 4,801 | $371.6K | 0.06% | +4,801 | New |
| Bleakley Financial Group, LLC | 4,798 | $371.4K | 0.01% | −341−6.6% | Reduced |
| Nilsine Partners, LLC | 4,743 | $367.2K | 0.04% | +536+12.7% | Added |
| MML Investors Services, LLC | 4,711 | $365.0K | 0.00% | −26−0.5% | Reduced |
| My Legacy Advisors, LLC | 4,546 | $364.0K | 0.14% | +5+0.1% | Added |
| Vestcor Inc | 4,654 | $360.0K | 0.01% | −9−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 4,630 | $358.4K | 0.00% | +1,818+64.7% | Added |
| Csenge Advisory Group | 4,592 | $355.5K | 0.02% | +29+0.6% | Added |
| Umb Bank N A | 4,589 | $355.2K | 0.01% | −1,651−26.5% | Reduced |
| Independent Advisor Alliance | 4,573 | $354.0K | 0.00% | +742+19.4% | Added |
| Dynamic Technology Lab Private Ltd | 4,481 | $347.0K | 0.06% | +1,871+71.7% | Added |
| Ieq Capital, LLC | 4,464 | $345.5K | 0.00% | −4,896−52.3% | Reduced |
| Benjamin Edwards Inc | 4,449 | $344.4K | 0.00% | +20.0% | Added |
| Erste Asset Management GmbH | 4,400 | $341.9K | 0.00% | +200+4.8% | Added |
| NorthRock Partners, LLC | 4,345 | $336.3K | 0.01% | −106−2.4% | Reduced |
| Arete Wealth Advisors, LLC | 4,294 | $332.0K | 0.02% | −137−3.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,280 | $331.3K | 0.20% | +4,280 | New |
| Belpointe Asset Management LLC | 4,040 | $328.9K | 0.02% | −412−9.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $323.7K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,181 | $323.7K | 0.00% | −12,147−74.4% | Reduced |
| HB Wealth Management, LLC | 4,180 | $323.6K | 0.00% | +353+9.2% | Added |
| Bartlett & Co. Wealth Management LLC | 4,155 | $321.6K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,142 | $320.6K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,137 | $320.2K | 0.01% | −393−8.7% | Reduced |
| Prudential PLC | 4,081 | $315.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,029 | $311.9K | 0.03% | −211−5.0% | Reduced |
| Numerai GP LLC | 4,026 | $311.7K | 0.09% | −3,553−46.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $309.3K | 0.12% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,966 | $307.0K | 0.02% | +3,966 | New |
| Centennial Wealth Advisory LLC | 3,931 | $304.4K | 0.12% | +490+14.2% | Added |
| Atria Investments LLC | 3,929 | $304.1K | 0.00% | +3,929 | New |
| Beacon Financial Group | 3,909 | $302.6K | 0.03% | −792−16.8% | Reduced |
| Buckingham Strategic Partners | 3,900 | $302.0K | 0.01% | +44+1.1% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $295.8K | 0.25% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,804 | $294.4K | 0.01% | +314+9.0% | Added |
| Glaxis Capital Management, LLC | 3,799 | $294.1K | 0.81% | +35+0.9% | Added |
| Burney Co | 3,749 | $290.2K | 0.01% | −215−5.4% | Reduced |
| Sageworth Trust Co of South Dakota | 3,697 | $286.2K | 0.36% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,682 | $285.1K | 0.00% | −916−19.9% | Reduced |
| Blair William & Co | 3,658 | $283.1K | 0.00% | −350−8.7% | Reduced |
| Lake Street Advisors Group, LLC | 3,625 | $280.6K | 0.01% | −82−2.2% | Reduced |
| Regal Investment Advisors LLC | 3,620 | $280.3K | 0.02% | +83+2.3% | Added |
| Renaissance Group LLC | 3,616 | $279.9K | 0.01% | +35+1.0% | Added |
| Sagespring Wealth Partners, LLC | 3,599 | $278.6K | 0.01% | +3,599 | New |
| Advisory Services Network, LLC | 3,568 | $276.2K | 0.01% | +868+32.1% | Added |
| First Citizens Financial Corp | 3,522 | $272.6K | 0.15% | +261+8.0% | Added |
| Callan Family Office, LLC | 3,520 | $272.5K | 0.02% | +3,520 | New |
| Iron Horse Wealth Management, LLC | 3,514 | $272.0K | 0.09% | −85−2.4% | Reduced |
| Virtu Financial LLC | 3,500 | $271.0K | 0.01% | +3,500 | New |
| 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 |
| Oldfather Financial Services, LLC | 3,430 | $265.5K | 0.10% | +9+0.3% | Added |
| 180 Wealth Advisors, LLC | 3,411 | $264.0K | 0.04% | −191−5.3% | Reduced |
| Lake Street Financial LLC | 3,386 | $262.1K | 0.04% | −15−0.4% | Reduced |
| Rockland Trust Co | 3,360 | $260.1K | 0.01% | −5,138−60.5% | Reduced |
| Alteri Wealth LLC | 3,346 | $259.0K | 0.07% | +3,346 | New |
| Skopos Labs, Inc. | 3,343 | $258.7K | 0.08% | +38+1.1% | Added |
| Transamerica Financial Advisors, Inc. | 3,330 | $258.0K | 0.03% | −160−4.6% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $257.9K | 0.12% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,313 | $256.5K | 0.05% | −47−1.4% | Reduced |
| Seeds Investor LLC | 3,296 | $255.2K | 0.07% | −386−10.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,281 | $254.0K | 0.01% | +301+10.1% | Added |
| Chesley Taft & Associates LLC | 3,258 | $252.2K | 0.01% | +2+0.1% | Added |
| Huntington National Bank | 3,210 | $248.5K | 0.00% | +661+25.9% | Added |
| Keybank National Association | 3,189 | $246.9K | 0.00% | −68−2.1% | Reduced |
| Brown Advisory Inc | 3,174 | $245.7K | 0.00% | +440+16.1% | Added |
| Daymark Wealth Partners, LLC | 3,138 | $242.9K | 0.01% | +29+0.9% | Added |
| Verdence Capital Advisors LLC | 3,120 | $241.5K | 0.02% | −26−0.8% | Reduced |