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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 718 | $55.6K | 0.00% | +29+4.2% | Added |
| RE Dickinson Investment Advisors, LLC | 709 | $54.9K | 0.03% | +6+0.9% | Added |
| Godsey & Gibb Associates | 700 | $54.2K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 700 | $54.2K | 0.03% | +700 | New |
| Caitong International Asset Management Co., Ltd | 686 | $53.1K | 0.05% | +686 | New |
| Winch Advisory Services, LLC | 614 | $47.5K | 0.01% | +5+0.8% | Added |
| Golden State Wealth Management, LLC | 596 | $46.1K | 0.01% | +596 | New |
| Hazlett, Burt & Watson, Inc. | 583 | $45.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $45.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 578 | $44.8K | 0.00% | −97−14.4% | Reduced |
| BFSG, LLC | 573 | $44.4K | 0.01% | −446−43.8% | Reduced |
| Hexagon Capital Partners LLC | 572 | $44.3K | 0.01% | +18+3.2% | Added |
| Legacy Bridge, LLC | 570 | $44.1K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 559 | $43.3K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 559 | $43.3K | 0.01% | +195+53.6% | Added |
| Ronald Blue Trust, Inc. | 552 | $42.7K | 0.00% | −2,196−79.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 551 | $42.7K | 0.00% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $42.3K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 546 | $42.3K | 0.00% | −2,460−81.8% | Reduced |
| Covestor Ltd | 540 | $42.0K | 0.03% | +319+144.3% | Added |
| Penserra Capital Management LLC | 553 | $42.0K | 0.00% | +532+2,533.3% | Added |
| Clearstead Advisors, LLC | 529 | $41.0K | 0.00% | +6+1.1% | Added |
| WFA Asset Management Corp | 517 | $40.0K | 0.02% | −31−5.7% | Reduced |
| Anchor Investment Management, LLC | 514 | $39.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 510 | $39.5K | 0.00% | +45+9.7% | Added |
| Johnson Financial Group, Inc. | 478 | $39.4K | 0.00% | −565−54.2% | Reduced |
| Global Financial Private Client, LLC | 509 | $39.4K | 0.01% | +9+1.8% | Added |
| Hemington Wealth Management | 513 | $39.0K | 0.01% | +33+6.9% | Added |
| Asset Dedication, LLC | 501 | $38.8K | 0.00% | +48+10.6% | Added |
| MCF Advisors LLC | 500 | $38.7K | 0.00% | −113−18.4% | Reduced |
| PrairieView Partners, LLC | 499 | $38.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 490 | $37.9K | 0.02% | 00.0% | Unchanged |
| Navigoe, LLC | 488 | $37.0K | 0.04% | +488 | New |
| Ameriflex Group, Inc. | 448 | $37.0K | 0.02% | +448 | New |
| Fortis Group Advisors, LLC | 458 | $35.5K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $34.8K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 448 | $34.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 444 | $34.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 436 | $33.8K | 0.01% | +4+0.9% | Added |
| Capital & Planning, LLC | 424 | $32.8K | 0.02% | +424 | New |
| BankPlus Trust Department | 422 | $32.7K | 0.01% | +422 | New |
| Newbridge Financial Services Group, Inc. | 418 | $32.4K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 416 | $32.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $31.0K | 0.00% | +10+2.6% | Added |
| Miller Wealth Advisors, LLC | 396 | $30.7K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 396 | $30.7K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 387 | $30.0K | 0.00% | +88+29.4% | Added |
| GHP Investment Advisors, Inc. | 384 | $29.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 383 | $29.6K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 379 | $29.3K | 0.02% | +379 | New |
| Venturi Wealth Management, LLC | 376 | $29.1K | 0.00% | −850−69.3% | Reduced |
| Walleye Trading LLC | 376 | $29.1K | 0.00% | +376 | New |
| UMA Financial Services, Inc. | 374 | $29.0K | 0.00% | +374 | New |
| Riggs Asset Managment Co. Inc. | 372 | $28.7K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 365 | $28.3K | 0.00% | −62−14.5% | Reduced |
| Toth Financial Advisory Corp | 365 | $28.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 358 | $27.7K | 0.01% | −84−19.0% | Reduced |
| TD Capital Management LLC | 350 | $27.1K | 0.00% | +3+0.9% | Added |
| TD Private Client Wealth LLC | 347 | $26.9K | 0.00% | −11−3.1% | Reduced |
| First Horizon Advisors, Inc. | 324 | $25.1K | 0.00% | −3−0.9% | Reduced |
| Colonial Trust Co | 323 | $25.0K | 0.00% | +86+36.3% | Added |
| AdvisorNet Financial, Inc | 320 | $24.8K | 0.00% | −743−69.9% | Reduced |
| Financial Perspectives, Inc | 314 | $24.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 310 | $24.0K | 0.00% | −2,800−90.0% | Reduced |
| HighMark Wealth Management LLC | 310 | $24.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 308 | $23.8K | 0.01% | +8+2.7% | Added |
| Fortitude Family Office, LLC | 304 | $23.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $23.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 296 | $22.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 296 | $22.9K | 0.00% | +73+32.7% | Added |
| First Pacific Financial | 295 | $22.8K | 0.01% | 00.0% | Unchanged |
| Motco | 294 | $22.8K | 0.00% | −84−22.2% | Reduced |
| Pflug Koory, LLC | 285 | $22.1K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 284 | $22.0K | 0.00% | +92+47.9% | Added |
| North Star Investment Management Corp. | 277 | $21.4K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 276 | $21.4K | 0.02% | +276 | New |
| Hoertkorn Richard Charles | 272 | $21.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 271 | $21.0K | 0.00% | −54−16.6% | Reduced |
| Center for Financial Planning, Inc. | 264 | $20.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 261 | $20.2K | 0.00% | −56−17.7% | Reduced |
| Key Financial Inc | 253 | $19.6K | 0.00% | +34+15.5% | Added |
| YANKCOM Partnership | 248 | $19.2K | 0.01% | +248 | New |
| Caldwell Trust Co | 235 | $18.2K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 230 | $17.8K | 0.00% | +230 | New |
| MRP Capital Investments, LLC | 225 | $17.4K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 230 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 212 | $16.4K | 0.01% | −9−4.1% | Reduced |
| MV Capital Management, Inc. | 212 | $16.4K | 0.00% | +5+2.4% | Added |
| Rocky Mountain Advisers, LLC | 211 | $16.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 210 | $16.3K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 209 | $16.2K | 0.01% | +73+53.7% | Added |
| Kentucky Trust Co | 200 | $15.5K | 0.01% | +200 | New |
| Union Savings Bank | 195 | $15.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $15.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $14.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 185 | $14.3K | 0.00% | +185 | New |
| SJS Investment Consulting Inc. | 180 | $13.9K | 0.00% | −5−2.7% | Reduced |
| Laurel Wealth Advisors LLC | 180 | $13.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 173 | $13.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 161 | $12.5K | 0.00% | 00.0% | Unchanged |