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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
TFC Financial Management840$70.9K0.01%00.0%Unchanged
First Command Advisory Services, Inc.864$72.9K0.00%00.0%Unchanged
TCTC Holdings, LLC875$73.8K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.951$80.2K0.03%00.0%Unchanged
Cullen/Frost Bankers, Inc.953$80.4K0.00%−111−10.4%Reduced
Pingora Partners LLC1,000$84.4K0.06%00.0%Unchanged
Ronald Blue Trust, Inc.1,003$84.6K0.00%+451+81.7%Added
Duncker Streett & Co Inc1,010$85.2K0.02%00.0%Unchanged
CVA Family Office, LLC1,033$87.2K0.01%+19+1.9%Added
Catalyst Capital Advisors LLC1,053$88.8K0.00%+327+45.0%Added
Compass Financial Services Inc1,081$91.2K0.05%−62−5.4%Reduced
CoreCap Advisors, LLC1,105$93.2K0.00%+3+0.3%Added
SRS Capital Advisors, Inc.1,117$94.3K0.01%−1,930−63.3%Reduced
Olistico Wealth, LLC1,126$95.0K0.06%+9+0.8%Added
Richardson Financial Services Inc.1,140$96.2K0.07%+20+1.8%Added
EverSource Wealth Advisors, LLC1,161$98.0K0.01%+443+61.7%Added
Elite Financial, Inc.1,175$99.0K0.05%+1,175New
Clarity Asset Management, Inc.1,228$103.6K0.07%+4+0.3%Added
Capital Advisors, Ltd. LLC1,232$104.0K0.01%−22−1.8%Reduced
Manchester Capital Management LLC1,270$107.2K0.01%+45+3.7%Added
Stonebridge Financial Group, LLC1,273$107.4K0.01%+2+0.2%Added
Bryn Mawr Trust Co1,289$108.8K0.00%+49+4.0%Added
Quent Capital, LLC1,305$110.1K0.01%+63+5.1%Added
JFS Wealth Advisors, LLC1,344$113.4K0.01%+6+0.4%Added
Raiffeisen Bank International AG1,380$114.6K0.00%+154+12.6%Added
Hills Bank & Trust Co1,402$118.3K0.01%00.0%Unchanged
Walleye Capital LLC1,430$120.6K0.00%+1,430New
JNBA Financial Advisors1,432$120.8K0.01%−100−6.5%Reduced
LGT Financial Advisors LLC1,518$128.1K0.39%+1,518New
Versant Capital Management, Inc1,545$130.4K0.02%+1,274+470.1%Added
Harbor Investment Advisory, LLC1,576$133.0K0.01%00.0%Unchanged
Nemes Rush Group LLC1,620$136.7K0.02%00.0%Unchanged
Capital Analysts, LLC1,658$140.0K0.01%00.0%Unchanged
Bokf, NA1,696$143.1K0.00%−100−5.6%Reduced
Central Trust Co1,730$146.0K0.00%00.0%Unchanged
Silvant Capital Management LLC1,747$147.4K0.01%00.0%Unchanged
Mather Group, LLC.1,803$152.1K0.00%+178+11.0%Added
Atlas Capital Advisors LLC1,818$153.4K0.02%00.0%Unchanged
Continuum Advisory, LLC1,827$154.1K0.02%−180−9.0%Reduced
Harbour Investments, Inc.1,833$154.6K0.00%−5−0.3%Reduced
West Financial Advisors, LLC1,870$157.8K0.03%00.0%Unchanged
Geneos Wealth Management Inc.1,889$159.4K0.01%+134+7.6%Added
Lindbrook Capital, LLC1,979$167.0K0.02%+1,683+568.6%Added
Credit Industriel Et Commercial2,004$169.1K0.03%+2,004New
Boston Private Wealth LLC2,122$179.1K0.01%+2,122New
State of Wyoming2,163$182.5K0.02%+2,163New
Parallel Advisors, LLC2,193$185.0K0.00%+450+25.8%Added
CX Institutional2,228$188.0K0.01%+2,228New
Acropolis Investment Management, LLC2,235$188.6K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.2,270$191.5K0.01%−153−6.3%Reduced
Assetmark, Inc2,378$200.6K0.00%+376+18.8%Added
Hunter Associates Investment Management LLC2,411$202.0K0.03%+2,411New
EntryPoint Capital, LLC2,395$202.1K0.09%+2,395New
Cornerstone Wealth Management, LLC2,396$202.1K0.01%+2,396New
Mutual Advisors, LLC2,757$202.5K0.01%−19−0.7%Reduced
Smartleaf Asset Management LLC2,440$202.7K0.02%+240+10.9%Added
Long Run Wealth Advisors, LLC2,419$204.1K0.05%+2,419New
Trust Asset Management LLC2,444$206.2K0.02%−234−8.7%Reduced
VisionPoint Advisory Group, LLC2,462$207.7K0.07%00.0%Unchanged
Resurgent Financial Advisors LLC2,477$209.0K0.13%+2,477New
Pallas Capital Advisors LLC2,479$209.2K0.01%+2,479New
S&CO Inc2,500$210.0K0.01%+2,500New
NJ State Employees Deferred Compensation Plan2,500$210.9K0.03%+2,500New
TSFG, LLC2,501$211.0K0.04%+22+0.9%Added
Koshinski Asset Management, Inc.2,544$214.6K0.02%+2,544New
Signaturefd, LLC2,545$214.7K0.00%−10−0.4%Reduced
First Nebraska Trust Co2,549$215.1K0.02%+2,549New
Sageworth Trust Co2,577$217.4K0.01%+2,577New
Whittier Trust Co2,592$218.7K0.00%−93−3.5%Reduced
Winnow Wealth LLC2,602$219.5K0.20%+25+1.0%Added
Jefferies Financial Group Inc.2,603$219.6K0.00%+2,603New
Cidel Asset Management Inc2,636$222.4K0.01%00.0%Unchanged
Goldstein Advisors, LLC2,637$222.5K0.03%+2,637New
Banco Santander, S.A.2,639$222.7K0.00%+2,639New
Baader Bank INC2,647$222.7K0.02%+2,647New
Prossimo Advisors, LLC2,670$225.0K0.17%−22−0.8%Reduced
Gladstone Institutional Advisory LLC2,669$225.2K0.01%+2,669New
Kinloch Capital, LLC2,675$225.7K0.11%00.0%Unchanged
Wedmont Private Capital3,109$225.8K0.01%+48+1.6%Added
Westmount Partners, LLC2,687$226.7K0.07%00.0%Unchanged
Leavell Investment Management, Inc.2,693$227.2K0.01%00.0%Unchanged
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,700$227.8K0.11%+2,700New
HBK Sorce Advisory LLC2,705$228.2K0.01%−27−1.0%Reduced
Numerai GP LLC2,705$228.2K0.04%−1,321−32.8%Reduced
Pitcairn Co2,713$228.9K0.01%−15−0.5%Reduced
Beacon Financial Group2,725$229.9K0.03%−1,184−30.3%Reduced
Essex Financial Services, Inc.2,743$231.4K0.02%−3−0.1%Reduced
SageView Advisory Group, LLC2,775$234.1K0.01%−141−4.8%Reduced
Park National Corp2,787$235.1K0.01%00.0%Unchanged
Security National Bank2,795$235.8K0.04%00.0%Unchanged
Ballentine Partners, LLC2,795$235.8K0.00%+27+1.0%Added
Midwest Heritage Bank, FSB2,803$236.5K0.10%+2,803New
GTS Securities LLC2,819$237.8K0.01%−187−6.2%Reduced
Nicolet Bankshares Inc2,845$240.0K0.05%−50−1.7%Reduced
Brookstone Capital Management2,865$241.7K0.00%+2,865New
Profund Advisors LLC2,873$242.4K0.01%−77−2.6%Reduced
Integrated Wealth Concepts LLC2,896$244.3K0.00%+2,896New
Busey Wealth Management2,912$245.7K0.01%−7−0.2%Reduced
Atomi Financial Group, Inc.2,934$247.5K0.01%+2,934New
LifeWealth Investments, LLC2,955$249.3K0.06%+2,955New