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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 13,548 | $1.14M | 0.02% | +2,504+22.7% | Added |
| D.A. Davidson & Co. | 13,228 | $1.12M | 0.01% | −367−2.7% | Reduced |
| Savant Capital, LLC | 13,053 | $1.10M | 0.01% | −351−2.6% | Reduced |
| Kestra Private Wealth Services, LLC | 13,000 | $1.10M | 0.02% | −1,371−9.5% | Reduced |
| Hartford Investment Management Co | 12,928 | $1.09M | 0.04% | −134−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 12,727 | $1.07M | 0.04% | −6,389−33.4% | Reduced |
| Sterling Capital Management LLC | 12,616 | $1.06M | 0.02% | −869−6.4% | Reduced |
| Foster Group, Inc. | 12,543 | $1.06M | 0.04% | +13+0.1% | Added |
| Glenmede Trust Co NA | 12,424 | $1.05M | 0.01% | −99−0.8% | Reduced |
| Quantbot Technologies LP | 12,419 | $1.05M | 0.03% | −135,880−91.6% | Reduced |
| QRG Capital Management, Inc. | 12,065 | $1.02M | 0.01% | −5,689−32.0% | Reduced |
| Kestra Advisory Services, LLC | 11,721 | $988.9K | 0.00% | −1,784−13.2% | Reduced |
| Oppenheimer & Co Inc | 11,708 | $987.8K | 0.01% | +1,945+19.9% | Added |
| Transamerica Financial Advisors, Inc. | 11,695 | $987.0K | 0.10% | +8,365+251.2% | Added |
| Ascent Group, LLC | 11,506 | $970.8K | 0.04% | +598+5.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,486 | $969.1K | 0.01% | −9,972−46.5% | Reduced |
| Convergence Investment Partners, LLC | 11,343 | $957.0K | 0.26% | +11,343 | New |
| Louisiana State Employees Retirement System | 11,300 | $953.4K | 0.02% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 11,298 | $953.2K | 0.09% | +57+0.5% | Added |
| Norinchukin Bank, The | 11,233 | $947.7K | 0.02% | +1,518+15.6% | Added |
| SG Americas Securities, LLC | 11,174 | $943.0K | 0.00% | +11,174 | New |
| South Dakota Investment Council | 11,114 | $938.0K | 0.02% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 11,104 | $936.9K | 0.18% | +11,104 | New |
| M&G Plc | 11,148 | $936.4K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 11,043 | $931.7K | 0.03% | −200−1.8% | Reduced |
| E. Ohman J:or Asset Management AB | 10,900 | $919.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,773 | $917.3K | 0.02% | +3,557+49.3% | Added |
| Pacer Advisors, Inc. | 10,708 | $903.4K | 0.00% | −6,271−36.9% | Reduced |
| Adams Wealth Management | 10,688 | $901.7K | 0.18% | −196−1.8% | Reduced |
| CacheTech Inc. | 10,688 | $901.7K | 0.18% | −196−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,642 | $897.9K | 0.07% | +10,642 | New |
| West Bancorporation Inc | 10,610 | $895.2K | 0.61% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,607 | $894.9K | 0.02% | −1,508−12.4% | Reduced |
| Scientech Research LLC | 10,544 | $889.6K | 0.24% | +3,904+58.8% | Added |
| Legacy Financial Group LLC | 10,472 | $883.5K | 0.14% | +507+5.1% | Added |
| PSI Advisors, LLC | 10,361 | $874.2K | 0.28% | +277+2.7% | Added |
| Modern Wealth Management, LLC | 10,259 | $865.5K | 0.03% | −578−5.3% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $863.6K | 0.24% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,223 | $862.5K | 0.01% | −268−2.6% | Reduced |
| Cresset Asset Management, LLC | 10,209 | $861.3K | 0.00% | +292+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 10,103 | $860.3K | 0.00% | −153−1.5% | Reduced |
| Fifth Third Bancorp | 10,056 | $848.4K | 0.00% | +581+6.1% | Added |
| New Mexico Educational Retirement Board | 9,854 | $831.0K | 0.03% | −300−3.0% | Reduced |
| Ausdal Financial Partners, Inc. | 9,675 | $816.2K | 0.06% | −78−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 9,617 | $811.4K | 0.06% | +928+10.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 10,349 | $806.1K | 0.04% | +10,349 | New |
| Basepoint Wealth LLC | 9,537 | $804.7K | 0.63% | +61+0.6% | Added |
| Principal Securities, Inc. | 10,384 | $803.8K | 0.02% | +7,451+254.0% | Added |
| ING Groep NV | 9,499 | $801.4K | 0.01% | −529−5.3% | Reduced |
| Elevated Capital Advisors, LLC | 9,372 | $790.7K | 0.22% | +395+4.4% | Added |
| CBOE Vest Financial, LLC | 9,333 | $787.4K | 0.01% | +9,333 | New |
| Holderness Investments Co | 9,248 | $780.3K | 0.18% | −97−1.0% | Reduced |
| Virtu Financial LLC | 9,251 | $780.0K | 0.04% | +5,751+164.3% | Added |
| Argonautica Private Wealth Management, Inc | 9,242 | $779.7K | 0.27% | +31+0.3% | Added |
| Merit Financial Group, LLC | 9,227 | $778.5K | 0.01% | +2,137+30.1% | Added |
| Machina Capital S.A.S. | 9,048 | $763.4K | 0.23% | +9,048 | New |
| TownSquare Capital, LLC | 8,956 | $755.7K | 0.01% | +2,511+39.0% | Added |
| Metis Global Partners, LLC | 8,790 | $741.6K | 0.02% | +1,424+19.3% | Added |
| Warren Averett Asset Management, LLC | 8,768 | $739.8K | 0.01% | +775+9.7% | Added |
| City State Bank | 8,707 | $734.6K | 0.24% | −150−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,673 | $731.7K | 0.01% | −32−0.4% | Reduced |
| Pinnacle Associates Ltd | 8,671 | $731.6K | 0.01% | +14+0.2% | Added |
| Centiva Capital, LP | 8,621 | $727.4K | 0.04% | −34,022−79.8% | Reduced |
| HighPoint Advisor Group LLC | 9,610 | $716.8K | 0.04% | −168−1.7% | Reduced |
| SummitTX Capital, L.P. | 8,491 | $716.4K | 0.03% | +8,491 | New |
| Truist Financial Corp | 8,440 | $712.1K | 0.00% | −1,378−14.0% | Reduced |
| IFP Advisors, Inc | 8,183 | $691.8K | 0.02% | −1,994−19.6% | Reduced |
| V-Square Quantitative Management LLC | 8,181 | $690.2K | 0.10% | −40.0% | Reduced |
| Argentarii, LLC | 8,146 | $687.3K | 0.34% | −134−1.6% | Reduced |
| Allstate Corp | 8,140 | $686.8K | 0.02% | +1,426+21.2% | Added |
| Avantax Advisory Services, Inc. | 8,100 | $683.4K | 0.00% | +924+12.9% | Added |
| Empirical Finance, LLC | 8,070 | $680.9K | 0.04% | +297+3.8% | Added |
| Lion Street Advisors, LLC | 8,058 | $679.8K | 0.22% | −306−3.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,049 | $679.1K | 0.01% | +1,661+26.0% | Added |
| Park Avenue Securities LLC | 8,030 | $678.0K | 0.01% | −414−4.9% | Reduced |
| Equitable Holdings, Inc. | 8,026 | $677.2K | 0.01% | +35+0.4% | Added |
| Tower Research Capital LLC (TRC) | 7,948 | $665.2K | 0.02% | −9,537−54.5% | Reduced |
| Wolff Financial Management LLC | 7,815 | $659.0K | 0.18% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 7,786 | $656.9K | 0.10% | +1,011+14.9% | Added |
| Greenleaf Trust | 7,699 | $649.6K | 0.01% | +1,066+16.1% | Added |
| Plimoth Trust Co LLC | 7,668 | $647.0K | 0.17% | −185−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,582 | $639.7K | 0.00% | −39,829−84.0% | Reduced |
| GWM Advisors LLC | 7,503 | $633.0K | 0.00% | +1,455+24.1% | Added |
| Vivid Wealth Management, LLC | 7,438 | $627.5K | 0.31% | +20.0% | Added |
| Caxton Associates LLP | 7,351 | $620.2K | 0.02% | +7,351 | New |
| M&T Bank Corp | 7,353 | $620.2K | 0.00% | −4,446−37.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,299 | $616.0K | 0.01% | −4,156−36.3% | Reduced |
| Syon Capital LLC | 7,285 | $614.6K | 0.05% | +844+13.1% | Added |
| Guggenheim Capital LLC | 7,232 | $610.2K | 0.01% | +538+8.0% | Added |
| Palisade Asset Management, LLC | 7,162 | $604.3K | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,145 | $602.8K | 0.02% | +235+3.4% | Added |
| Everence Capital Management Inc | 7,110 | $600.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 7,937 | $595.3K | 0.00% | +71+0.9% | Added |
| Mokosak Advisory Group, LLC | 7,026 | $592.7K | 0.18% | −13−0.2% | Reduced |
| Carret Asset Management, LLC | 7,023 | $592.5K | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $590.6K | 0.00% | −31,022−81.6% | Reduced |
| Gentry Private Wealth, LLC | 6,943 | $585.8K | 0.48% | +6,943 | New |
| WCM Investment Management, LLC | 7,023 | $583.3K | 0.00% | +479+7.3% | Added |
| Prosperity Consulting Group, LLC | 6,912 | $583.1K | 0.05% | −399−5.5% | Reduced |
| Sunbelt Securities, Inc. | 6,853 | $578.2K | 0.05% | −3,024−30.6% | Reduced |