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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 209 | $17.6K | 0.00% | +24+13.0% | Added |
| Grove Bank & Trust | 209 | $17.6K | 0.00% | +120+134.8% | Added |
| First Horizon Advisors, Inc. | 209 | $17.7K | 0.00% | −115−35.5% | Reduced |
| DT Investment Partners, LLC | 210 | $17.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $17.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 212 | $17.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 213 | $18.0K | 0.00% | +156+273.7% | Added |
| Wayfinding Financial, LLC | 222 | $18.0K | 0.01% | +222 | New |
| MRP Capital Investments, LLC | 225 | $19.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 236 | $19.0K | 0.00% | +6+2.6% | Added |
| Atlantic Trust, LLC | 226 | $19.1K | 0.00% | +226 | New |
| USA Financial Portformulas Corp | 231 | $19.5K | 0.00% | +231 | New |
| Caldwell Trust Co | 235 | $19.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 238 | $20.1K | 0.00% | +98+70.0% | Added |
| YANKCOM Partnership | 248 | $20.9K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 249 | $21.0K | 0.01% | +249 | New |
| Rossby Financial, LCC | 290 | $21.3K | 0.01% | +290 | New |
| Boyd Watterson Asset Management LLC | 253 | $21.3K | 0.01% | −130−33.9% | Reduced |
| Key Financial Inc | 253 | $21.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 264 | $22.3K | 0.00% | +3+1.1% | Added |
| Center for Financial Planning, Inc. | 264 | $22.3K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $22.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 277 | $23.4K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 295 | $24.9K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $25.3K | 0.01% | −8−2.6% | Reduced |
| St Germain D J Co Inc | 301 | $25.4K | 0.00% | −64−17.5% | Reduced |
| New Age Alpha Advisors, LLC | 302 | $25.5K | 0.00% | +18+6.3% | Added |
| TD Private Client Wealth LLC | 306 | $25.8K | 0.00% | −41−11.8% | Reduced |
| Bogart Wealth, LLC | 306 | $25.8K | 0.00% | +6+2.0% | Added |
| Concord Wealth Partners | 310 | $26.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 314 | $26.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 321 | $27.1K | 0.00% | +1+0.3% | Added |
| Private Trust Co NA | 338 | $28.5K | 0.00% | −49−12.7% | Reduced |
| Colonial Trust Co | 347 | $29.3K | 0.00% | +24+7.4% | Added |
| Curio Wealth, LLC | 1 | $29.3K | 0.02% | −378−99.7% | Reduced |
| TD Capital Management LLC | 353 | $29.8K | 0.00% | +3+0.9% | Added |
| Bell Investment Advisors, Inc | 358 | $30.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $30.8K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 372 | $31.4K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 374 | $31.6K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 380 | $32.0K | 0.01% | +380 | New |
| GHP Investment Advisors, Inc. | 384 | $32.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 391 | $33.0K | 0.00% | −9−2.3% | Reduced |
| MCF Advisors LLC | 394 | $33.2K | 0.00% | −106−21.2% | Reduced |
| Riverview Trust Co | 396 | $33.4K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $33.4K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 404 | $34.1K | 0.00% | +404 | New |
| Anchor Investment Management, LLC | 414 | $34.9K | 0.00% | −100−19.5% | Reduced |
| BankPlus Trust Department | 422 | $35.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 423 | $35.7K | 0.01% | +7+1.7% | Added |
| Fortitude Family Office, LLC | 426 | $35.9K | 0.01% | +122+40.1% | Added |
| GPS Wealth Strategies Group, LLC | 444 | $37.5K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $37.9K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 452 | $38.1K | 0.02% | +4+0.9% | Added |
| Fortis Group Advisors, LLC | 458 | $38.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 467 | $39.4K | 0.00% | −43−8.4% | Reduced |
| GeoWealth Management, LLC | 468 | $39.5K | 0.00% | −401−46.1% | Reduced |
| Johnson Financial Group, Inc. | 478 | $40.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 480 | $40.5K | 0.01% | +32+7.1% | Added |
| Navigoe, LLC | 488 | $41.0K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 486 | $41.0K | 0.00% | −60−11.0% | Reduced |
| NewSquare Capital LLC | 2,065 | $41.1K | 0.00% | −104,075−98.1% | Reduced |
| PrairieView Partners, LLC | 499 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 502 | $42.4K | 0.03% | +12+2.4% | Added |
| Westpac Banking Corp | 511 | $43.1K | 0.00% | −518−50.3% | Reduced |
| ORG Partners LLC | 508 | $43.3K | 0.01% | −284−35.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 528 | $44.5K | 0.04% | +528 | New |
| Global Financial Private Client, LLC | 530 | $44.7K | 0.02% | +21+4.1% | Added |
| Sentry Investment Management LLC | 628 | $45.0K | 0.03% | −188−23.0% | Reduced |
| Hexagon Capital Partners LLC | 534 | $45.1K | 0.01% | −38−6.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 546 | $46.1K | 0.00% | −5−0.9% | Reduced |
| Stilwell Value LLC | 547 | $46.1K | 0.02% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 548 | $46.2K | 0.01% | +548 | New |
| Clean Yield Group | 559 | $47.2K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 570 | $48.1K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 577 | $48.7K | 0.02% | −501−46.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 583 | $49.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $49.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 588 | $49.0K | 0.01% | +75+14.6% | Added |
| BFSG, LLC | 591 | $49.9K | 0.01% | +18+3.1% | Added |
| Golden State Wealth Management, LLC | 596 | $50.3K | 0.01% | 00.0% | Unchanged |
| Motco | 606 | $51.1K | 0.01% | +312+106.1% | Added |
| Flaharty Asset Management, LLC | 609 | $51.4K | 0.01% | +609 | New |
| Pinnacle Financial Partners Inc | 664 | $51.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 618 | $52.1K | 0.01% | +4+0.7% | Added |
| City Holding Co | 635 | $53.6K | 0.01% | −273−30.1% | Reduced |
| Tompkins Financial Corp | 650 | $54.8K | 0.01% | +650 | New |
| Clearstead Advisors, LLC | 655 | $55.3K | 0.00% | +126+23.8% | Added |
| Covestor Ltd | 678 | $57.0K | 0.04% | +138+25.6% | Added |
| N.E.W. Advisory Services LLC | 678 | $57.2K | 0.00% | +678 | New |
| Larson Financial Group LLC | 682 | $57.5K | 0.00% | +104+18.0% | Added |
| WFA Asset Management Corp | 684 | $59.1K | 0.03% | +167+32.3% | Added |
| Godsey & Gibb Associates | 700 | $59.1K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $59.1K | 0.03% | −696−99.4% | Reduced |
| Stephens Consulting, LLC | 725 | $61.2K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 769 | $64.9K | 0.05% | +769 | New |
| McClarren Financial Advisors, Inc. | 274 | $68.0K | 0.05% | −536−66.2% | Reduced |
| First Community Trust NA | 817 | $68.9K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $70.3K | 0.00% | 00.0% | Unchanged |