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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.

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
Buckingham Strategic Partners5,434$458.5K0.01%+1,534+39.3%Added
Fieldview Capital Management, LLC5,460$460.7K0.07%+5,460New
Dynamic Technology Lab Private Ltd5,540$467.0K0.07%+1,059+23.6%Added
Integrity Alliance, LLC.5,576$470.4K0.02%+5,576New
GWN Securities Inc.5,751$470.6K0.03%+5,751New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,618$474.0K0.01%−433−7.2%Reduced
Paradigm Financial Partners, LLC5,621$474.2K0.06%−752−11.8%Reduced
GAMMA Investing LLC5,674$478.7K0.04%+1,645+40.8%Added
Marquette Asset Management, LLC5,702$481.1K0.08%00.0%Unchanged
Applied Finance Capital Management, LLC5,711$481.8K0.04%+5,711New
Apollon Wealth Management, LLC5,723$482.8K0.01%+577+11.2%Added
Plato Investment Management Ltd5,665$483.1K0.04%−328−5.5%Reduced
Meeder Advisory Services, Inc.5,941$501.3K0.03%+948+19.0%Added
Iowa State Bank6,029$508.7K0.11%−563−8.5%Reduced
Vontobel Holding Ltd.6,102$514.8K0.00%−545−8.2%Reduced
Curat Global, LLC6,139$517.9K0.63%+6,139New
J.W. Cole Advisors, Inc.6,143$518.2K0.02%+6,143New
Contravisory Investment Management, Inc.6,207$523.7K0.11%+6,207New
Capital Investment Advisors, LLC6,233$525.9K0.01%−193−3.0%Reduced
Venture Visionary Partners LLC6,237$526.3K0.02%−23−0.4%Reduced
Coldstream Capital Management Inc6,243$526.7K0.01%+258+4.3%Added
Regions Financial Corp6,261$528.2K0.00%00.0%Unchanged
Jacobi Capital Management LLC6,274$529.4K0.04%+15+0.2%Added
Gotham Asset Management, LLC6,341$535.0K0.00%+6,341New
Investment Management Corp of Ontario6,420$541.7K0.01%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC6,522$541.7K0.01%−216−3.2%Reduced
Kovitz Investment Group Partners, LLC6,427$542.2K0.00%+66+1.0%Added
Forum Financial Management, LP6,447$543.9K0.01%+20.0%Added
Romano Brothers and Company6,485$547.1K0.07%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP6,526$550.6K0.03%−2,985−31.4%Reduced
Kentucky Retirement Systems Insurance Trust Fund6,598$556.7K0.04%−3,097−31.9%Reduced
Hilltop Holdings Inc.6,627$559.1K0.04%+491+8.0%Added
Nomura Holdings Inc6,634$559.7K0.00%−297−4.3%Reduced
Denali Advisors LLC6,637$560.0K0.06%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.6,656$560.4K0.01%−2,013−23.2%Reduced
Northwestern Mutual Investment Management Company, LLC6,692$564.6K0.01%+11+0.2%Added
Meiji Yasuda Life Insurance Co6,699$565.2K0.01%+6,699New
Canada Pension Plan Investment Board6,729$567.7K0.00%−73,872−91.7%Reduced
Quadrant Capital Group LLC6,734$568.1K0.02%+4,583+213.1%Added
United Capital Financial Advisers, LLC6,737$568.4K0.00%+1,067+18.8%Added
Bridgefront Capital, LLC6,737$568.4K0.16%+6,737New
Sunbelt Securities, Inc.6,853$578.2K0.05%−3,024−30.6%Reduced
Prosperity Consulting Group, LLC6,912$583.1K0.05%−399−5.5%Reduced
WCM Investment Management, LLC7,023$583.3K0.00%+479+7.3%Added
Gentry Private Wealth, LLC6,943$585.8K0.48%+6,943New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,000$590.6K0.00%−31,022−81.6%Reduced
Carret Asset Management, LLC7,023$592.5K0.07%00.0%Unchanged
Mokosak Advisory Group, LLC7,026$592.7K0.18%−13−0.2%Reduced
Allworth Financial LP7,937$595.3K0.00%+71+0.9%Added
Everence Capital Management Inc7,110$600.0K0.04%00.0%Unchanged
Tokio Marine Asset Management Co Ltd7,145$602.8K0.02%+235+3.4%Added
Palisade Asset Management, LLC7,162$604.3K0.06%00.0%Unchanged
Guggenheim Capital LLC7,232$610.2K0.01%+538+8.0%Added
Syon Capital LLC7,285$614.6K0.05%+844+13.1%Added
BI Asset Management Fondsmaeglerselskab A/S7,299$616.0K0.01%−4,156−36.3%Reduced
M&T Bank Corp7,353$620.2K0.00%−4,446−37.7%Reduced
Caxton Associates LLP7,351$620.2K0.02%+7,351New
Vivid Wealth Management, LLC7,438$627.5K0.31%+20.0%Added
GWM Advisors LLC7,503$633.0K0.00%+1,455+24.1%Added
Schonfeld Strategic Advisors LLC7,582$639.7K0.00%−39,829−84.0%Reduced
Plimoth Trust Co LLC7,668$647.0K0.17%−185−2.4%Reduced
Greenleaf Trust7,699$649.6K0.01%+1,066+16.1%Added
Gilbert & Cook, Inc.7,786$656.9K0.10%+1,011+14.9%Added
Wolff Financial Management LLC7,815$659.0K0.18%00.0%Unchanged
Tower Research Capital LLC (TRC)7,948$665.2K0.02%−9,537−54.5%Reduced
Equitable Holdings, Inc.8,026$677.2K0.01%+35+0.4%Added
Park Avenue Securities LLC8,030$678.0K0.01%−414−4.9%Reduced
Prime Capital Investment Advisors, LLC8,049$679.1K0.01%+1,661+26.0%Added
Lion Street Advisors, LLC8,058$679.8K0.22%−306−3.7%Reduced
Empirical Finance, LLC8,070$680.9K0.04%+297+3.8%Added
Avantax Advisory Services, Inc.8,100$683.4K0.00%+924+12.9%Added
Allstate Corp8,140$686.8K0.02%+1,426+21.2%Added
Argentarii, LLC8,146$687.3K0.34%−134−1.6%Reduced
V-Square Quantitative Management LLC8,181$690.2K0.10%−40.0%Reduced
IFP Advisors, Inc8,183$691.8K0.02%−1,994−19.6%Reduced
Truist Financial Corp8,440$712.1K0.00%−1,378−14.0%Reduced
SummitTX Capital, L.P.8,491$716.4K0.03%+8,491New
HighPoint Advisor Group LLC9,610$716.8K0.04%−168−1.7%Reduced
Centiva Capital, LP8,621$727.4K0.04%−34,022−79.8%Reduced
Pinnacle Associates Ltd8,671$731.6K0.01%+14+0.2%Added
Steward Partners Investment Advisory, LLC8,673$731.7K0.01%−32−0.4%Reduced
City State Bank8,707$734.6K0.24%−150−1.7%Reduced
Warren Averett Asset Management, LLC8,768$739.8K0.01%+775+9.7%Added
Metis Global Partners, LLC8,790$741.6K0.02%+1,424+19.3%Added
TownSquare Capital, LLC8,956$755.7K0.01%+2,511+39.0%Added
Machina Capital S.A.S.9,048$763.4K0.23%+9,048New
Merit Financial Group, LLC9,227$778.5K0.01%+2,137+30.1%Added
Argonautica Private Wealth Management, Inc9,242$779.7K0.27%+31+0.3%Added
Virtu Financial LLC9,251$780.0K0.04%+5,751+164.3%Added
Holderness Investments Co9,248$780.3K0.18%−97−1.0%Reduced
CBOE Vest Financial, LLC9,333$787.4K0.01%+9,333New
Elevated Capital Advisors, LLC9,372$790.7K0.22%+395+4.4%Added
ING Groep NV9,499$801.4K0.01%−529−5.3%Reduced
Principal Securities, Inc.10,384$803.8K0.02%+7,451+254.0%Added
Basepoint Wealth LLC9,537$804.7K0.63%+61+0.6%Added
AG2R la Mondiale Gestion D'Actifs10,349$806.1K0.04%+10,349New
Frank, Rimerman Advisors LLC9,617$811.4K0.06%+928+10.7%Added
Ausdal Financial Partners, Inc.9,675$816.2K0.06%−78−0.8%Reduced
New Mexico Educational Retirement Board9,854$831.0K0.03%−300−3.0%Reduced
Fifth Third Bancorp10,056$848.4K0.00%+581+6.1%Added