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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,109 | $240.7K | 0.00% | +344+12.4% | Added |
| MUFG Securities Americas Inc. | 3,107 | $240.5K | 0.03% | +3,107 | New |
| Rothschild Investment LLC | 3,089 | $239.1K | 0.02% | +6+0.2% | Added |
| SRS Capital Advisors, Inc. | 3,047 | $235.9K | 0.01% | +2,361+344.2% | Added |
| Resolute Wealth Strategies, LLC | 3,029 | $234.5K | 0.12% | +15+0.5% | Added |
| Wedmont Private Capital | 3,061 | $233.7K | 0.01% | +194+6.8% | Added |
| Checchi Capital Advisers, LLC | 3,017 | $233.6K | 0.02% | +24+0.8% | Added |
| GTS Securities LLC | 3,006 | $232.7K | 0.01% | −491−14.0% | Reduced |
| Shepherd Financial Partners LLC | 3,006 | $232.7K | 0.03% | +3+0.1% | Added |
| Security National Bank of So Dak | 3,000 | $232.2K | 0.13% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $232.2K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,950 | $228.4K | 0.01% | −566−16.1% | Reduced |
| Brighton Jones LLC | 2,935 | $227.2K | 0.01% | +89+3.1% | Added |
| Principal Securities, Inc. | 2,933 | $227.0K | 0.01% | +1,564+114.2% | Added |
| Concurrent Investment Advisors, LLC | 2,924 | $226.3K | 0.01% | +16+0.6% | Added |
| Busey Wealth Management | 2,919 | $226.0K | 0.01% | +2,919 | New |
| SageView Advisory Group, LLC | 2,916 | $225.7K | 0.01% | +229+8.5% | Added |
| Horizon Investments, LLC | 2,914 | $225.6K | 0.01% | +24+0.8% | Added |
| Mutual Advisors, LLC | 2,776 | $225.2K | 0.01% | −347−11.1% | Reduced |
| IMS Capital Management | 2,900 | $224.5K | 0.10% | +2,900 | New |
| Nicolet Bankshares Inc | 2,895 | $224.1K | 0.05% | −848−22.7% | Reduced |
| International Private Wealth Advisors LLC | 2,870 | $222.2K | 0.22% | +58+2.1% | Added |
| Longfellow Investment Management Co LLC | 2,818 | $218.1K | 0.06% | −179−6.0% | Reduced |
| Security National Bank | 2,795 | $216.4K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 2,787 | $215.7K | 0.01% | +7+0.3% | Added |
| Ballentine Partners, LLC | 2,768 | $214.3K | 0.00% | −32−1.1% | Reduced |
| Martin Capital Partners, LLC | 2,747 | $213.0K | 0.25% | −4,968−64.4% | Reduced |
| Essex Financial Services, Inc. | 2,746 | $212.6K | 0.02% | +11+0.4% | Added |
| HBK Sorce Advisory LLC | 2,732 | $211.5K | 0.01% | −788−22.4% | Reduced |
| Pitcairn Co | 2,728 | $211.2K | 0.01% | −233−7.9% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,706 | $209.5K | 0.27% | +2,706 | New |
| Leavell Investment Management, Inc. | 2,693 | $208.4K | 0.01% | +138+5.4% | Added |
| Westmount Partners, LLC | 2,687 | $208.0K | 0.06% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 2,692 | $208.0K | 0.15% | −132−4.7% | Reduced |
| Whittier Trust Co | 2,685 | $207.8K | 0.00% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,678 | $207.3K | 0.02% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 2,675 | $207.1K | 0.10% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,636 | $204.1K | 0.01% | +156+6.3% | Added |
| Boothbay Fund Management, LLC | 2,587 | $200.3K | 0.01% | +2,587 | New |
| Winnow Wealth LLC | 2,577 | $199.4K | 0.20% | +2,577 | New |
| Signaturefd, LLC | 2,555 | $197.8K | 0.00% | +98+4.0% | Added |
| CIBC Private Wealth Group, LLC | 2,512 | $196.8K | 0.00% | +8+0.3% | Added |
| TSFG, LLC | 2,479 | $192.0K | 0.04% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,462 | $190.5K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,423 | $187.6K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,235 | $173.0K | 0.01% | −317−12.4% | Reduced |
| Smartleaf Asset Management LLC | 2,200 | $169.9K | 0.02% | +375+20.5% | Added |
| Quadrant Capital Group LLC | 2,151 | $166.5K | 0.01% | +9+0.4% | Added |
| Continuum Advisory, LLC | 2,007 | $155.4K | 0.02% | +4+0.2% | Added |
| Assetmark, Inc | 2,002 | $155.0K | 0.00% | +5+0.3% | Added |
| West Financial Advisors, LLC | 1,870 | $144.8K | 0.03% | −579−23.6% | Reduced |
| Kieckhefer Group LLC | 1,840 | $142.4K | 0.09% | +1,840 | New |
| Harbour Investments, Inc. | 1,838 | $142.3K | 0.00% | +275+17.6% | Added |
| Atlas Capital Advisors LLC | 1,818 | $140.7K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 1,796 | $137.1K | 0.00% | −3−0.2% | Reduced |
| Geneos Wealth Management Inc. | 1,755 | $135.9K | 0.00% | −41−2.3% | Reduced |
| Silvant Capital Management LLC | 1,747 | $135.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,743 | $134.9K | 0.00% | +43+2.5% | Added |
| Central Trust Co | 1,730 | $133.9K | 0.00% | +151+9.6% | Added |
| Capital Analysts, LLC | 1,658 | $128.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,625 | $125.8K | 0.00% | −697−30.0% | Reduced |
| Nemes Rush Group LLC | 1,620 | $125.4K | 0.02% | +116+7.7% | Added |
| Harbor Investment Advisory, LLC | 1,576 | $122.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,532 | $118.6K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,402 | $108.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,338 | $103.6K | 0.01% | −26−1.9% | Reduced |
| Stonebridge Financial Group, LLC | 1,271 | $98.4K | 0.01% | +1,271 | New |
| Capital Advisors, Ltd. LLC | 1,254 | $97.0K | 0.01% | +28+2.3% | Added |
| Quent Capital, LLC | 1,242 | $96.1K | 0.01% | −40−3.1% | Reduced |
| Bryn Mawr Trust Co | 1,240 | $96.0K | 0.00% | −86−6.5% | Reduced |
| Global Retirement Partners, LLC | 1,230 | $95.2K | 0.00% | −312−20.2% | Reduced |
| Manchester Capital Management LLC | 1,225 | $94.8K | 0.01% | −127−9.4% | Reduced |
| Clarity Asset Management, Inc. | 1,224 | $94.8K | 0.06% | +4+0.3% | Added |
| Raiffeisen Bank International AG | 1,226 | $94.7K | 0.00% | +1,226 | New |
| Compass Financial Services Inc | 1,143 | $88.5K | 0.05% | +1,143 | New |
| Richardson Financial Services Inc. | 1,120 | $86.5K | 0.06% | −310−21.7% | Reduced |
| Olistico Wealth, LLC | 1,117 | $86.4K | 0.05% | +11+1.0% | Added |
| CoreCap Advisors, LLC | 1,102 | $85.3K | 0.00% | −63−5.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,078 | $83.4K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,064 | $82.4K | 0.00% | −189−15.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,047 | $81.1K | 0.00% | −5−0.5% | Reduced |
| Westpac Banking Corp | 1,029 | $79.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,014 | $78.5K | 0.01% | +22+2.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $78.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,010 | $78.2K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $77.4K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $73.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 948 | $73.4K | 0.01% | +948 | New |
| City Holding Co | 908 | $70.3K | 0.01% | +200+28.2% | Added |
| TCTC Holdings, LLC | 875 | $67.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 869 | $67.3K | 0.00% | −60−6.5% | Reduced |
| First Command Advisory Services, Inc. | 864 | $66.9K | 0.00% | +236+37.6% | Added |
| TFC Financial Management | 840 | $65.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 817 | $63.2K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 816 | $63.0K | 0.03% | +816 | New |
| McClarren Financial Advisors, Inc. | 810 | $62.0K | 0.17% | 00.0% | Unchanged |
| ORG Partners LLC | 792 | $61.4K | 0.01% | +2+0.3% | Added |
| Pinnacle Financial Partners Inc | 664 | $57.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 726 | $56.2K | 0.00% | −1,031−58.7% | Reduced |
| Stephens Consulting, LLC | 725 | $56.1K | 0.01% | 00.0% | Unchanged |