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 |
|---|---|---|---|---|---|
| RIA Advisory Group LLC | 2,974 | $250.9K | 0.08% | −4,632−60.9% | Reduced |
| Graham Capital Management, L.P. | 2,991 | $252.4K | 0.01% | −5,131−63.2% | Reduced |
| Concurrent Investment Advisors, LLC | 2,996 | $252.8K | 0.01% | +72+2.5% | Added |
| Glassy Mountain Advisors, Inc. | 3,000 | $253.1K | 0.09% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,009 | $253.8K | 0.03% | +3+0.1% | Added |
| Horizon Investments, LLC | 3,022 | $255.0K | 0.01% | +108+3.7% | Added |
| Resolute Wealth Strategies, LLC | 3,043 | $256.7K | 0.14% | +14+0.5% | Added |
| Rockland Trust Co | 3,046 | $257.0K | 0.01% | −314−9.3% | Reduced |
| Exchange Traded Concepts, LLC | 3,056 | $257.8K | 0.00% | −225−6.9% | Reduced |
| Huntington National Bank | 3,058 | $258.0K | 0.00% | −152−4.7% | Reduced |
| Umb Bank N A | 3,068 | $258.8K | 0.00% | −1,521−33.1% | Reduced |
| Rothschild Investment LLC | 3,070 | $259.0K | 0.02% | −19−0.6% | Reduced |
| Security National Bank of So Dak | 3,121 | $263.3K | 0.15% | +121+4.0% | Added |
| International Private Wealth Advisors LLC | 3,142 | $265.1K | 0.25% | +272+9.5% | Added |
| Daymark Wealth Partners, LLC | 3,166 | $267.1K | 0.01% | +28+0.9% | Added |
| Brown Advisory Inc | 3,172 | $267.6K | 0.00% | −2−0.1% | Reduced |
| Maven Securities LTD | 3,186 | $268.8K | 0.06% | +3,186 | New |
| CAPROCK Group, Inc. | 3,203 | $270.3K | 0.01% | −2,136−40.0% | Reduced |
| Advisory Services Network, LLC | 3,211 | $270.9K | 0.01% | −357−10.0% | Reduced |
| Chesley Taft & Associates LLC | 3,261 | $275.1K | 0.01% | +3+0.1% | Added |
| Focus Financial Network, Inc. | 3,262 | $275.2K | 0.01% | +3,262 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $276.8K | 0.12% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,300 | $278.4K | 0.00% | −6,372−65.9% | Reduced |
| Central Pacific Bank - Trust Division | 3,306 | $278.9K | 0.04% | +3,306 | New |
| Skopos Labs, Inc. | 3,330 | $280.9K | 0.06% | −13−0.4% | Reduced |
| Blackhawk Capital Partners LLC. | 3,336 | $281.5K | 0.14% | +3,336 | New |
| Keybank National Association | 3,339 | $281.7K | 0.00% | +150+4.7% | Added |
| Paragon Capital Management Ltd | 3,343 | $282.1K | 0.06% | +30+0.9% | Added |
| Martin Capital Partners, LLC | 3,359 | $283.0K | 0.34% | +612+22.3% | Added |
| CIBC Private Wealth Group, LLC | 4,084 | $284.1K | 0.00% | +1,572+62.6% | Added |
| Lake Street Financial LLC | 3,393 | $286.3K | 0.05% | +7+0.2% | Added |
| 180 Wealth Advisors, LLC | 3,405 | $287.3K | 0.05% | −6−0.2% | Reduced |
| Brighton Jones LLC | 3,429 | $289.3K | 0.01% | +494+16.8% | Added |
| Renaissance Group LLC | 3,455 | $291.5K | 0.01% | −161−4.5% | Reduced |
| Iron Horse Wealth Management, LLC | 3,469 | $292.7K | 0.09% | −45−1.3% | Reduced |
| Blair William & Co | 3,489 | $294.4K | 0.00% | −169−4.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,492 | $294.6K | 0.02% | +475+15.7% | Added |
| First Citizens Financial Corp | 3,522 | $297.2K | 0.17% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,540 | $298.7K | 0.00% | +431+13.9% | Added |
| Regal Investment Advisors LLC | 3,548 | $299.3K | 0.02% | −72−2.0% | Reduced |
| Stevens Capital Management LP | 3,553 | $300.0K | 0.07% | +3,553 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,556 | $300.0K | 0.01% | +3,556 | New |
| Sompo Asset Management Co., Ltd. | 3,590 | $302.9K | 0.06% | −1,630−31.2% | Reduced |
| Farmers & Merchants Investments Inc | 3,623 | $305.7K | 0.01% | −514−12.4% | Reduced |
| Kingsview Wealth Management, LLC | 3,656 | $308.5K | 0.01% | −148−3.9% | Reduced |
| Burney Co | 3,669 | $309.6K | 0.01% | −80−2.1% | Reduced |
| Sageworth Trust Co of South Dakota | 3,697 | $311.9K | 0.37% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,725 | $314.3K | 0.04% | +618+19.9% | Added |
| Bayesian Capital Management, LP | 3,800 | $320.6K | 0.05% | +3,800 | New |
| Robinson Smith Wealth Advisors LLC | 3,821 | $322.4K | 0.27% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,826 | $322.9K | 0.00% | +144+3.9% | Added |
| Glaxis Capital Management, LLC | 3,833 | $323.4K | 1.25% | +34+0.9% | Added |
| MBB Public Markets I LLC | 3,870 | $326.5K | 0.04% | +3,870 | New |
| Sagespring Wealth Partners, LLC | 3,881 | $327.4K | 0.01% | +282+7.8% | Added |
| Csenge Advisory Group | 4,568 | $329.5K | 0.02% | −24−0.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $337.1K | 0.13% | 00.0% | Unchanged |
| Atria Investments LLC | 4,072 | $343.6K | 0.00% | +143+3.6% | Added |
| Financial Harvest, LLC | 2,226 | $344.2K | 0.35% | +2,226 | New |
| Prudential PLC | 4,081 | $344.3K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,138 | $349.0K | 0.03% | −156−3.6% | Reduced |
| Sonora Investment Management Group, LLC | 4,142 | $349.5K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,155 | $350.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $352.6K | 0.02% | 00.0% | Unchanged |
| Seeds Investor LLC | 4,227 | $356.7K | 0.10% | +931+28.2% | Added |
| Brinker Capital Investments, LLC | 4,236 | $357.4K | 0.00% | +798+23.2% | Added |
| Orion Portfolio Solutions, LLC | 4,236 | $357.4K | 0.00% | +798+23.2% | Added |
| Alteri Wealth LLC | 4,253 | $358.8K | 0.16% | +907+27.1% | Added |
| Erste Asset Management GmbH | 4,400 | $365.5K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,361 | $367.9K | 0.03% | −3,816−46.7% | Reduced |
| Verdence Capital Advisors LLC | 4,363 | $368.1K | 0.03% | +1,243+39.8% | Added |
| Benjamin Edwards Inc | 4,450 | $375.5K | 0.01% | +10.0% | Added |
| My Legacy Advisors, LLC | 4,480 | $378.0K | 0.15% | −66−1.5% | Reduced |
| Harbor Capital Advisors, Inc. | 4,484 | $378.0K | 0.02% | −739−14.1% | Reduced |
| Centennial Wealth Advisory LLC | 4,497 | $379.4K | 0.14% | +566+14.4% | Added |
| Nilsine Partners, LLC | 4,594 | $387.6K | 0.04% | −149−3.1% | Reduced |
| NorthRock Partners, LLC | 4,638 | $391.3K | 0.01% | +293+6.7% | Added |
| Waldron Private Wealth LLC | 4,656 | $392.8K | 0.02% | −683−12.8% | Reduced |
| Vestcor Inc | 4,666 | $394.0K | 0.01% | +12+0.3% | Added |
| Empowered Funds, LLC | 4,678 | $394.7K | 0.01% | +497+11.9% | Added |
| Sequoia Financial Advisors, LLC | 4,684 | $395.2K | 0.00% | +54+1.2% | Added |
| Belpointe Asset Management LLC | 4,726 | $398.8K | 0.02% | +686+17.0% | Added |
| Procyon Private Wealth Partners, LLC | 5,372 | $399.0K | 0.02% | +5,372 | New |
| Lido Advisors, LLC | 4,799 | $405.0K | 0.00% | −366−7.1% | Reduced |
| United Services Automobile Association | 4,920 | $408.7K | 0.01% | +4,920 | New |
| Legacy Financial Advisors, Inc. | 4,936 | $416.4K | 0.07% | −163−3.2% | Reduced |
| Hancock Whitney Corp | 4,937 | $416.5K | 0.01% | +91+1.9% | Added |
| Chicago Partners Investment Group LLC | 5,413 | $419.8K | 0.01% | +5,413 | New |
| Independent Advisor Alliance | 5,006 | $422.4K | 0.01% | +433+9.5% | Added |
| Atria Wealth Solutions, Inc. | 5,088 | $429.3K | 0.01% | +5,088 | New |
| HB Wealth Management, LLC | 5,099 | $430.3K | 0.00% | +919+22.0% | Added |
| Twin Capital Management Inc | 5,107 | $430.9K | 0.05% | −145−2.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,133 | $433.1K | 0.03% | −6,592−56.2% | Reduced |
| Aigen Investment Management, LP | 5,163 | $435.6K | 0.07% | +5,163 | New |
| iA Global Asset Management Inc. | 5,162 | $436.0K | 0.01% | +5,162 | New |
| Benin Management CORP | 5,200 | $438.7K | 0.12% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,247 | $442.7K | 0.01% | +197+3.9% | Added |
| LMR Partners LLP | 5,342 | $450.7K | 0.01% | −3,653−40.6% | Reduced |
| Premier Path Wealth Partners, LLC | 5,399 | $455.5K | 0.07% | −50−0.9% | Reduced |
| CWA Asset Management Group, LLC | 5,408 | $456.3K | 0.02% | +110+2.1% | Added |
| MML Investors Services, LLC | 5,434 | $458.0K | 0.00% | +723+15.3% | Added |