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Livermore
Livermore
ZHEN

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
Trust Co of Vermont157$12.2K0.00%00.0%Unchanged
Raleigh Capital Management Inc.152$11.8K0.00%+22+16.9%Added
CoreFirst Bank & Trust150$11.6K0.01%00.0%Unchanged
Zions Bancorporation, N.A.142$11.0K0.00%00.0%Unchanged
Crews Bank & Trust142$11.0K0.00%+142New
Meeder Asset Management Inc140$10.8K0.00%+8+6.1%Added
Holos Integrated Wealth LLC138$10.7K0.01%+138New
Burkett Financial Services, LLC133$10.3K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.132$10.2K0.01%+132New
Cassady Schiller Wealth Management, LLC130$10.1K0.00%+5+4.0%Added
Sandy Spring Bank130$10.1K0.00%+130New
GW&K Investment Management, LLC131$10.0K0.00%+4+3.1%Added
Wood Tarver Financial Group, LLC130$10.0K0.00%+130New
Thurston, Springer, Miller, Herd & Titak, Inc.123$9.52K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC122$9.42K0.00%−8−6.2%Reduced
Cornerstone Planning Group LLC113$9.34K0.00%00.0%Unchanged
Painted Porch Advisors LLC119$9.21K0.00%00.0%Unchanged
Sachetta, LLC117$9.06K0.00%+2+1.7%Added
Centricity Wealth Management, LLC115$8.90K0.01%+115New
Christopher J. Hasenberg, Inc113$8.75K0.00%+113New
REAP Financial Group, LLC112$8.67K0.00%+1+0.9%Added
TD Waterhouse Canada Inc.112$8.67K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$8.52K0.00%00.0%Unchanged
Salomon & Ludwin, LLC109$8.44K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.103$7.97K0.01%+103New
Bray Capital Advisors101$7.82K0.00%00.0%Unchanged
Atwood & Palmer Inc100$7.74K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC100$7.74K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$7.74K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$7.74K0.01%00.0%Unchanged
Horizon Financial Services, LLC96$7.43K0.00%+82+585.7%Added
Tucker Asset Management LLC91$7.04K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$7.00K0.01%00.0%Unchanged
Ancora Advisors, LLC90$6.97K0.00%00.0%Unchanged
Grove Bank & Trust89$6.89K0.00%+44+97.8%Added
Kapitalo Investimentos Ltda88$6.81K0.00%+88New
Creative Financial Designs Inc81$6.30K0.00%−147−64.5%Reduced
Westend Capital Management, LLC80$6.19K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC72$5.93K0.00%−113−61.1%Reduced
Legacy Wealth Managment, LLC72$5.93K0.00%−113−61.1%Reduced
Financial Management Professionals, Inc.76$5.88K0.00%00.0%Unchanged
Vision Financial Markets LLC73$5.63K0.01%+73New
Heritage Wealth Advisors72$5.57K0.00%+13+22.0%Added
McIlrath & Eck, LLC71$5.50K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC66$5.10K0.00%00.0%Unchanged
Park Square Financial Group, LLC60$4.64K0.00%+60New
South State Corp.57$4.41K0.00%00.0%Unchanged
Lazard Asset Management LLC60$4.00K0.00%+32+114.3%Added
Peoples Bank50$3.87K0.00%00.0%Unchanged
Davis Capital Management46$3.56K0.00%00.0%Unchanged
Archer Investment Corp44$3.41K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$3.17K0.00%00.0%Unchanged
Abound Wealth Management41$3.17K0.00%00.0%Unchanged
Eagle Bay Advisors LLC40$3.10K0.00%−38−48.7%Reduced
HM Payson & Co39$3.02K0.00%−3−7.1%Reduced
Sierra Ocean, LLC35$2.75K0.00%+35New
DiNuzzo Private Wealth, Inc.35$2.71K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC35$2.71K0.06%+35New
Prestige Wealth Management Group LLC34$2.63K0.00%00.0%Unchanged
Dunhill Financial, LLC33$2.59K0.00%+12+57.1%Added
Carolinas Wealth Consulting LLC29$2.25K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.28$2.17K0.00%+28New
LRI Investments, LLC26$2.01K0.00%00.0%Unchanged
Hallmark Capital Management Inc20$1.55K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.55K0.00%00.0%Unchanged
R Squared Ltd20$1.55K0.00%+20New
West Paces Advisors Inc.19$1.47K0.00%00.0%Unchanged
Aspect Partners, LLC17$1.32K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.16K0.00%00.0%Unchanged
Avion Wealth20$1.00K0.00%+6+42.9%Added
Annis Gardner Whiting Capital Advisors, LLC12$9290.00%+12New
BOK Financial Private Wealth, Inc.10$7750.00%+10New
Cherry Tree Wealth Management, LLC8$6200.00%00.0%Unchanged
Valued Wealth Advisors LLC8$6200.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$6190.00%00.0%Unchanged
Parkworth Wealth Management, Inc.6$4640.00%+6New
WealthTrak Capital Management LLC5$3880.00%+5New
Chesapeake Asset Management LLC5$3870.00%00.0%Unchanged
Ruedi Wealth Management, Inc.4$3100.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$3100.00%+4New
Capital A Wealth Management, LLC3$2320.00%+3New
WestEnd Advisors, LLC2$1550.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$870.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$770.00%+1New
Y.D. More Investments Ltd266$560.00%+143+116.3%Added
Gillson Capital LP0$00.00%−195,101−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−120,000−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−112,540−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−102,080−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−62,662−100.0%Sold out
Andra AP-fonden0$00.00%−53,400−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−30,693−100.0%Sold out
Stoneridge Investment Partners LLC0$00.00%−30,284−100.0%Sold out
Diversified Trust Co0$00.00%−23,258−100.0%Sold out
STRS Ohio0$00.00%−20,587−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−18,245−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−132,200−100.0%Sold out
Weiss Asset Management LP0$00.00%−17,171−100.0%Sold out
Seven Eight Capital, LP0$00.00%−14,657−100.0%Sold out
B.O.S.S. Retirement Advisors, LLC0$00.00%−13,332−100.0%Sold out