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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, Q1 2025

Institutional positions in Principal Financial Group Inc as of Mar 31, 2025. 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
841
+70 vs. Q4 2024
Shares held
167.8M
+5.00M (+3.1%) vs. Q4 2024
Total value
$14.2B
+$1.54B (+12.2%) vs. Q4 2024
New holders
125
305 more added
Sold out
55
261 more reduced

14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 841 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 heldQ1 2025: $14.2B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2024.

Institutions holding PFG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd301$680.00%+35+13.2%Added
Cape Investment Advisory, Inc.1$840.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$960.00%00.0%Unchanged
American Capital Advisory, LLC2$1690.00%+2New
Highline Wealth Partners LLC2$1690.00%+2New
Ruedi Wealth Management, Inc.4$3370.00%00.0%Unchanged
Creative Financial Designs Inc5$4220.00%−76−93.8%Reduced
HFM Investment Advisors, LLC5$4220.00%+5New
Principia Wealth Advisory, LLC6$4640.00%+2+50.0%Added
Parkworth Wealth Management, Inc.6$5060.00%00.0%Unchanged
Capital A Wealth Management, LLC6$5060.00%+3+100.0%Added
WestEnd Advisors, LLC6$5060.00%+4+200.0%Added
Hughes Financial Services, LLC6$5110.00%+6New
Bay Harbor Wealth Management, LLC7$5900.00%+7New
Cherry Tree Wealth Management, LLC8$6750.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$6750.00%00.0%Unchanged
Valued Wealth Advisors LLC8$6780.00%00.0%Unchanged
Chesapeake Asset Management LLC10$8430.00%+5+100.0%Added
Greenline Partners, LLC11$9280.00%+11New
Penserra Capital Management LLC21$1.00K0.00%−532−96.2%Reduced
Avion Wealth20$1.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC12$1.01K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC14$1.18K0.00%+14New
Wolff Wiese Magana LLC15$1.27K0.00%00.0%Unchanged
Rialto Wealth Management, LLC15$1.27K0.00%+15New
Clark Wealth Partners16$1.35K0.00%+16New
Aspect Partners, LLC17$1.43K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.69K0.00%00.0%Unchanged
Dunhill Financial, LLC20$1.73K0.00%−13−39.4%Reduced
Optiver Holding B.V.24$2.02K0.00%+24New
Garde Capital, Inc.25$2.11K0.00%+25New
LRI Investments, LLC26$2.19K0.00%00.0%Unchanged
Salem Investment Counselors Inc27$2.28K0.00%+27New
Crowley Wealth Management, Inc.28$2.36K0.00%00.0%Unchanged
Heritage Wealth Advisors29$2.45K0.00%−43−59.7%Reduced
Carolinas Wealth Consulting LLC29$2.45K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC30$2.53K0.00%+30New
Prestige Wealth Management Group LLC34$2.87K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC35$2.95K0.05%00.0%Unchanged
Activest Wealth Management35$2.95K0.00%+35New
Sierra Ocean, LLC35$3.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.36$3.04K0.00%+1+2.9%Added
HM Payson & Co39$3.29K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$3.46K0.00%00.0%Unchanged
Abound Wealth Management41$3.46K0.00%00.0%Unchanged
Archer Investment Corp44$3.71K0.00%00.0%Unchanged
Park Square Financial Group, LLC45$3.80K0.00%−15−25.0%Reduced
WealthTrak Capital Management LLC45$3.80K0.00%+40+800.0%Added
Davis Capital Management46$3.88K0.00%00.0%Unchanged
Peoples Bank50$4.22K0.00%00.0%Unchanged
Rakuten Securities, Inc.65$5.48K0.00%+65New
Frazier Financial Advisors, LLC66$5.57K0.00%00.0%Unchanged
McIlrath & Eck, LLC71$5.99K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc78$6.00K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC72$6.08K0.00%00.0%Unchanged
Vision Financial Markets LLC73$6.19K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.78$6.55K0.01%−25−24.3%Reduced
Westend Capital Management, LLC80$6.75K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd81$6.83K0.01%−605−88.2%Reduced
Financial Management Professionals, Inc.83$7.00K0.00%+7+9.2%Added
Ancora Advisors, LLC90$7.59K0.00%00.0%Unchanged
Saudi Central Bank90$7.59K0.04%+90New
Atwood & Palmer Inc100$8.44K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC100$8.44K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$8.44K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$8.44K0.01%00.0%Unchanged
True Wealth Design, LLC101$8.52K0.00%+101New
Rise Advisors, LLC103$8.69K0.00%+103New
Cornerstone Planning Group LLC124$9.18K0.00%+11+9.7%Added
Salomon & Ludwin, LLC109$9.20K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$9.28K0.00%00.0%Unchanged
REAP Financial Group, LLC113$9.53K0.00%+1+0.9%Added
Sachetta, LLC115$9.70K0.00%−2−1.7%Reduced
Centricity Wealth Management, LLC115$9.70K0.01%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.117$9.89K0.01%+117New
Ogorek Anthony Joseph121$10.0K0.00%+121New
Painted Porch Advisors LLC119$10.0K0.00%00.0%Unchanged
West Paces Advisors Inc.119$10.0K0.00%+100+526.3%Added
Thurston, Springer, Miller, Herd & Titak, Inc.123$10.4K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC130$11.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC136$11.0K0.00%+5+3.8%Added
Vermillion Wealth Management, Inc.132$11.1K0.00%00.0%Unchanged
Burkett Financial Services, LLC134$11.3K0.00%+1+0.8%Added
Holos Integrated Wealth LLC138$11.6K0.01%00.0%Unchanged
Private Wealth Asset Management, LLC153$12.9K0.00%+153New
Trust Co of Vermont157$13.2K0.00%00.0%Unchanged
Asset Dedication, LLC161$13.6K0.00%−340−67.9%Reduced
Private Wealth Management Group, LLC161$13.6K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC169$14.3K0.00%+169New
Investors Research Corp173$14.6K0.00%00.0%Unchanged
SJS Investment Consulting Inc.180$15.2K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.189$15.9K0.00%00.0%Unchanged
Alpine Bank Wealth Management189$15.9K0.00%+189New
Smithfield Trust Co190$16.0K0.00%00.0%Unchanged
NBC Securities, Inc.190$16.0K0.00%+190New
Union Savings Bank195$16.5K0.01%00.0%Unchanged
Kentucky Trust Co200$16.9K0.01%00.0%Unchanged
Hantz Financial Services, Inc.197$17.0K0.00%+197New
New Millennium Group LLC204$17.2K0.01%−5−2.4%Reduced
MV Capital Management, Inc.206$17.4K0.00%−6−2.8%Reduced