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Livermore
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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.

Q1 2025 vs. Q4 2024

How the institutions holding Principal Financial Group Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of PFG: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders78514841+70
Shares163.6M735.7K167.8M+5.00M (+3.1%)
Value$12.7B$56.9M$14.2B+$1.54B (+12.2%)

14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (125)

Institutions that held Principal Financial Group Inc at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 125 by value.

Institutions new to PFG in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC568,757$48.0M0.02%
Teacher Retirement System of Texas199,900$16.9M0.07%
Trexquant Investment LP106,820$9.01M0.10%
Renaissance Technologies LLC91,000$7.68M0.01%
ExodusPoint Capital Management, LP66,105$5.58M0.07%
Alerus Financial NA49,170$4.15M0.33%
Dark Forest Capital Management LP27,956$2.36M0.11%
OP Asset Management Ltd24,915$2.10M0.04%
STRS Ohio24,003$2.03M0.01%
Magnetar Financial LLC22,878$1.93M0.03%
Nebula Research & Development LLC22,743$1.92M0.18%
ISAM Funds (UK) Ltd22,403$1.89M0.93%
Wakefield Asset Management LLLP21,318$1.80M0.54%
Rakuten Investment Management, Inc.19,738$1.64M0.01%
Aster Capital Management (DIFC) Ltd18,131$1.61M0.30%
ASR Vermogensbeheer N.V.18,245$1.54M0.02%
Donoghue Forlines LLC17,736$1.50M0.47%
Brevan Howard Capital Management LP17,648$1.49M0.04%
Versor Investments LP17,100$1.44M0.24%
Andra AP-fonden16,500$1.39M0.02%
Gsa Capital Partners LLP15,633$1.32M0.12%
Midland Wealth Advisors LLC15,574$1.31M0.08%
Diversified Trust Co14,803$1.25M0.03%
Convergence Investment Partners, LLC11,343$957.0K0.26%
SG Americas Securities, LLC11,174$943.0K0.00%
Tounjian Advisory Partners, LLC11,104$936.9K0.18%
Campbell & CO Investment Adviser LLC10,642$897.9K0.07%
AG2R la Mondiale Gestion D'Actifs10,349$806.1K0.04%
CBOE Vest Financial, LLC9,333$787.4K0.01%
Machina Capital S.A.S.9,048$763.4K0.23%
SummitTX Capital, L.P.8,491$716.4K0.03%
Caxton Associates LLP7,351$620.2K0.02%
Gentry Private Wealth, LLC6,943$585.8K0.48%
Bridgefront Capital, LLC6,737$568.4K0.16%
Meiji Yasuda Life Insurance Co6,699$565.2K0.01%
Gotham Asset Management, LLC6,341$535.0K0.00%
Contravisory Investment Management, Inc.6,207$523.7K0.11%
J.W. Cole Advisors, Inc.6,143$518.2K0.02%
Curat Global, LLC6,139$517.9K0.63%
Applied Finance Capital Management, LLC5,711$481.8K0.04%
GWN Securities Inc.5,751$470.6K0.03%
Integrity Alliance, LLC.5,576$470.4K0.02%
Fieldview Capital Management, LLC5,460$460.7K0.07%
iA Global Asset Management Inc.5,162$436.0K0.01%
Aigen Investment Management, LP5,163$435.6K0.07%
Atria Wealth Solutions, Inc.5,088$429.3K0.01%
Chicago Partners Investment Group LLC5,413$419.8K0.01%
United Services Automobile Association4,920$408.7K0.01%
Procyon Private Wealth Partners, LLC5,372$399.0K0.02%
Financial Harvest, LLC2,226$344.2K0.35%
MBB Public Markets I LLC3,870$326.5K0.04%
Bayesian Capital Management, LP3,800$320.6K0.05%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH3,556$300.0K0.01%
Stevens Capital Management LP3,553$300.0K0.07%
Blackhawk Capital Partners LLC.3,336$281.5K0.14%
Central Pacific Bank - Trust Division3,306$278.9K0.04%
Focus Financial Network, Inc.3,262$275.2K0.01%
Maven Securities LTD3,186$268.8K0.06%
LifeWealth Investments, LLC2,955$249.3K0.06%
Atomi Financial Group, Inc.2,934$247.5K0.01%
Integrated Wealth Concepts LLC2,896$244.3K0.00%
Brookstone Capital Management2,865$241.7K0.00%
Midwest Heritage Bank, FSB2,803$236.5K0.10%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,700$227.8K0.11%
Gladstone Institutional Advisory LLC2,669$225.2K0.01%
Baader Bank INC2,647$222.7K0.02%
Banco Santander, S.A.2,639$222.7K0.00%
Goldstein Advisors, LLC2,637$222.5K0.03%
Jefferies Financial Group Inc.2,603$219.6K0.00%
Sageworth Trust Co2,577$217.4K0.01%
First Nebraska Trust Co2,549$215.1K0.02%
Koshinski Asset Management, Inc.2,544$214.6K0.02%
NJ State Employees Deferred Compensation Plan2,500$210.9K0.03%
S&CO Inc2,500$210.0K0.01%
Pallas Capital Advisors LLC2,479$209.2K0.01%
Resurgent Financial Advisors LLC2,477$209.0K0.13%
Long Run Wealth Advisors, LLC2,419$204.1K0.05%
Cornerstone Wealth Management, LLC2,396$202.1K0.01%
EntryPoint Capital, LLC2,395$202.1K0.09%
Hunter Associates Investment Management LLC2,411$202.0K0.03%
CX Institutional2,228$188.0K0.01%
State of Wyoming2,163$182.5K0.02%
Boston Private Wealth LLC2,122$179.1K0.01%
Credit Industriel Et Commercial2,004$169.1K0.03%
LGT Financial Advisors LLC1,518$128.1K0.39%
Walleye Capital LLC1,430$120.6K0.00%
Elite Financial, Inc.1,175$99.0K0.05%
Binnacle Investments Inc769$64.9K0.05%
N.E.W. Advisory Services LLC678$57.2K0.00%
Tompkins Financial Corp650$54.8K0.01%
Flaharty Asset Management, LLC609$51.4K0.01%
MorganRosel Wealth Management, LLC548$46.2K0.01%
Dynamic Wealth Strategies, LLC528$44.5K0.04%
Zions Bancorporation, National Association404$34.1K0.00%
von Borstel & Associates, Inc.380$32.0K0.01%
Rossby Financial, LCC290$21.3K0.01%
High Note Wealth, LLC249$21.0K0.01%
USA Financial Portformulas Corp231$19.5K0.00%
Atlantic Trust, LLC226$19.1K0.00%
Wayfinding Financial, LLC222$18.0K0.01%

Sold out (55)

Institutions that held Principal Financial Group Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of PFG in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Woodline Partners LP367,504$28.4M
Prana Capital Management, LP105,399$8.16M
Arjuna Capital81,532$6.31M
Jane Street Group, LLC61,557$4.77M
HRT Financial LP44,807$3.47M
Crestline Management, LP19,588$1.52M
Inceptionr LLC17,116$1.32M
Virtus ETF Advisers LLC13,623$1.05M
FIL Ltd11,709$906.4K
Old Mission Capital LLC8,808$681.8K
Capstone Investment Advisors, LLC8,414$651.3K
Oak Thistle LLC8,026$621.3K
Impact Partnership Wealth, LLC7,784$602.6K
Blueshift Asset Management, LLC7,152$553.6K
Jain Global LLC6,117$473.5K
LGT Group Foundation6,000$464.5K
Tudor Investment Corp Et Al5,497$425.5K
Two Sigma Securities, LLC5,029$389.3K
Proequities, Inc.4,759$388.6K
Heartland Bank & Trust Co4,829$373.8K
Bleakley Financial Group, LLC4,798$371.4K
Asahi Life Asset Management Co., Ltd.4,280$331.3K
Canada Post Corp Registered Pension Plan3,966$307.0K
Callan Family Office, LLC3,520$272.5K
Oldfather Financial Services, LLC3,430$265.5K
IMS Capital Management2,900$224.5K
Longfellow Investment Management Co LLC2,818$218.1K
CTC Alternative Strategies, Ltd.2,706$209.5K
Boothbay Fund Management, LLC2,587$200.3K
Kieckhefer Group LLC1,840$142.4K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,047$81.1K
Quarry LP948$73.4K
Capital & Planning, LLC424$32.8K
Newbridge Financial Services Group, Inc.418$32.4K
Venturi Wealth Management, LLC376$29.1K
Walleye Trading LLC376$29.1K
HighMark Wealth Management LLC310$24.0K
Measured Risk Portfolios, Inc.276$21.4K
Kestra Investment Management, LLC230$17.8K
Laurel Wealth Advisors LLC180$13.9K
Raleigh Capital Management Inc.152$11.8K
CoreFirst Bank & Trust150$11.6K
Crews Bank & Trust142$11.0K
Sandy Spring Bank130$10.1K
Coppell Advisory Solutions LLC122$9.42K
Christopher J. Hasenberg, Inc113$8.75K
TD Waterhouse Canada Inc.112$8.67K
Horizon Financial Services, LLC96$7.43K
Tucker Asset Management LLC91$7.04K
Kapitalo Investimentos Ltda88$6.81K
Lazard Asset Management LLC60$4.00K
Eagle Bay Advisors LLC40$3.10K
Hallmark Capital Management Inc20$1.55K
R Squared Ltd20$1.55K
BOK Financial Private Wealth, Inc.10$775

Not filed for Q1 2025 yet (14)

Institutions that held Principal Financial Group Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC553,555$42.9M
Swedbank AB162,158$12.6M
Wetherby Asset Management Inc6,362$492.5K
Hilltop National Bank6,299$487.6K
Lake Street Advisors Group, LLC3,625$280.6K
Global Retirement Partners, LLC1,230$95.2K
RE Dickinson Investment Advisors, LLC709$54.9K
Sugarloaf Wealth Management, LLC559$43.3K
WR Wealth Planners, LLC436$33.8K
Oliver Lagore Vanvalin Investment Group296$22.9K
Zions Bancorporation, N.A.142$11.0K
Cassady Schiller Wealth Management, LLC130$10.1K
Bray Capital Advisors101$7.82K
Legacy Investment Solutions, LLC72$5.93K