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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 6,737 | $568.4K | 0.16% | +6,737 | New |
| United Capital Financial Advisers, LLC | 6,737 | $568.4K | 0.00% | +1,067+18.8% | Added |
| Quadrant Capital Group LLC | 6,734 | $568.1K | 0.02% | +4,583+213.1% | Added |
| Canada Pension Plan Investment Board | 6,729 | $567.7K | 0.00% | −73,872−91.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,699 | $565.2K | 0.01% | +6,699 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,692 | $564.6K | 0.01% | +11+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,656 | $560.4K | 0.01% | −2,013−23.2% | Reduced |
| Denali Advisors LLC | 6,637 | $560.0K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 6,634 | $559.7K | 0.00% | −297−4.3% | Reduced |
| Hilltop Holdings Inc. | 6,627 | $559.1K | 0.04% | +491+8.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,598 | $556.7K | 0.04% | −3,097−31.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,526 | $550.6K | 0.03% | −2,985−31.4% | Reduced |
| Romano Brothers and Company | 6,485 | $547.1K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,447 | $543.9K | 0.01% | +20.0% | Added |
| Kovitz Investment Group Partners, LLC | 6,427 | $542.2K | 0.00% | +66+1.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,522 | $541.7K | 0.01% | −216−3.2% | Reduced |
| Investment Management Corp of Ontario | 6,420 | $541.7K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,341 | $535.0K | 0.00% | +6,341 | New |
| Jacobi Capital Management LLC | 6,274 | $529.4K | 0.04% | +15+0.2% | Added |
| Regions Financial Corp | 6,261 | $528.2K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,243 | $526.7K | 0.01% | +258+4.3% | Added |
| Venture Visionary Partners LLC | 6,237 | $526.3K | 0.02% | −23−0.4% | Reduced |
| Capital Investment Advisors, LLC | 6,233 | $525.9K | 0.01% | −193−3.0% | Reduced |
| Contravisory Investment Management, Inc. | 6,207 | $523.7K | 0.11% | +6,207 | New |
| J.W. Cole Advisors, Inc. | 6,143 | $518.2K | 0.02% | +6,143 | New |
| Curat Global, LLC | 6,139 | $517.9K | 0.63% | +6,139 | New |
| Vontobel Holding Ltd. | 6,102 | $514.8K | 0.00% | −545−8.2% | Reduced |
| Iowa State Bank | 6,029 | $508.7K | 0.11% | −563−8.5% | Reduced |
| Meeder Advisory Services, Inc. | 5,941 | $501.3K | 0.03% | +948+19.0% | Added |
| Plato Investment Management Ltd | 5,665 | $483.1K | 0.04% | −328−5.5% | Reduced |
| Apollon Wealth Management, LLC | 5,723 | $482.8K | 0.01% | +577+11.2% | Added |
| Applied Finance Capital Management, LLC | 5,711 | $481.8K | 0.04% | +5,711 | New |
| Marquette Asset Management, LLC | 5,702 | $481.1K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,674 | $478.7K | 0.04% | +1,645+40.8% | Added |
| Paradigm Financial Partners, LLC | 5,621 | $474.2K | 0.06% | −752−11.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,618 | $474.0K | 0.01% | −433−7.2% | Reduced |
| GWN Securities Inc. | 5,751 | $470.6K | 0.03% | +5,751 | New |
| Integrity Alliance, LLC. | 5,576 | $470.4K | 0.02% | +5,576 | New |
| Dynamic Technology Lab Private Ltd | 5,540 | $467.0K | 0.07% | +1,059+23.6% | Added |
| Fieldview Capital Management, LLC | 5,460 | $460.7K | 0.07% | +5,460 | New |
| Buckingham Strategic Partners | 5,434 | $458.5K | 0.01% | +1,534+39.3% | Added |
| MML Investors Services, LLC | 5,434 | $458.0K | 0.00% | +723+15.3% | Added |
| CWA Asset Management Group, LLC | 5,408 | $456.3K | 0.02% | +110+2.1% | Added |
| Premier Path Wealth Partners, LLC | 5,399 | $455.5K | 0.07% | −50−0.9% | Reduced |
| LMR Partners LLP | 5,342 | $450.7K | 0.01% | −3,653−40.6% | Reduced |
| IHT Wealth Management, LLC | 5,247 | $442.7K | 0.01% | +197+3.9% | Added |
| Benin Management CORP | 5,200 | $438.7K | 0.12% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 5,162 | $436.0K | 0.01% | +5,162 | New |
| Aigen Investment Management, LP | 5,163 | $435.6K | 0.07% | +5,163 | New |
| Y-Intercept (Hong Kong) Ltd | 5,133 | $433.1K | 0.03% | −6,592−56.2% | Reduced |
| Twin Capital Management Inc | 5,107 | $430.9K | 0.05% | −145−2.8% | Reduced |
| HB Wealth Management, LLC | 5,099 | $430.3K | 0.00% | +919+22.0% | Added |
| Atria Wealth Solutions, Inc. | 5,088 | $429.3K | 0.01% | +5,088 | New |
| Independent Advisor Alliance | 5,006 | $422.4K | 0.01% | +433+9.5% | Added |
| Chicago Partners Investment Group LLC | 5,413 | $419.8K | 0.01% | +5,413 | New |
| Hancock Whitney Corp | 4,937 | $416.5K | 0.01% | +91+1.9% | Added |
| Legacy Financial Advisors, Inc. | 4,936 | $416.4K | 0.07% | −163−3.2% | Reduced |
| United Services Automobile Association | 4,920 | $408.7K | 0.01% | +4,920 | New |
| Lido Advisors, LLC | 4,799 | $405.0K | 0.00% | −366−7.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,372 | $399.0K | 0.02% | +5,372 | New |
| Belpointe Asset Management LLC | 4,726 | $398.8K | 0.02% | +686+17.0% | Added |
| Sequoia Financial Advisors, LLC | 4,684 | $395.2K | 0.00% | +54+1.2% | Added |
| Empowered Funds, LLC | 4,678 | $394.7K | 0.01% | +497+11.9% | Added |
| Vestcor Inc | 4,666 | $394.0K | 0.01% | +12+0.3% | Added |
| Waldron Private Wealth LLC | 4,656 | $392.8K | 0.02% | −683−12.8% | Reduced |
| NorthRock Partners, LLC | 4,638 | $391.3K | 0.01% | +293+6.7% | Added |
| Nilsine Partners, LLC | 4,594 | $387.6K | 0.04% | −149−3.1% | Reduced |
| Centennial Wealth Advisory LLC | 4,497 | $379.4K | 0.14% | +566+14.4% | Added |
| Harbor Capital Advisors, Inc. | 4,484 | $378.0K | 0.02% | −739−14.1% | Reduced |
| My Legacy Advisors, LLC | 4,480 | $378.0K | 0.15% | −66−1.5% | Reduced |
| Benjamin Edwards Inc | 4,450 | $375.5K | 0.01% | +10.0% | Added |
| Verdence Capital Advisors LLC | 4,363 | $368.1K | 0.03% | +1,243+39.8% | Added |
| Petrus Trust Company, LTA | 4,361 | $367.9K | 0.03% | −3,816−46.7% | Reduced |
| Erste Asset Management GmbH | 4,400 | $365.5K | 0.00% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,253 | $358.8K | 0.16% | +907+27.1% | 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 |
| Seeds Investor LLC | 4,227 | $356.7K | 0.10% | +931+28.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $352.6K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,155 | $350.6K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,142 | $349.5K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,138 | $349.0K | 0.03% | −156−3.6% | Reduced |
| Prudential PLC | 4,081 | $344.3K | 0.00% | 00.0% | Unchanged |
| Financial Harvest, LLC | 2,226 | $344.2K | 0.35% | +2,226 | New |
| Atria Investments LLC | 4,072 | $343.6K | 0.00% | +143+3.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $337.1K | 0.13% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,568 | $329.5K | 0.02% | −24−0.5% | Reduced |
| Sagespring Wealth Partners, LLC | 3,881 | $327.4K | 0.01% | +282+7.8% | Added |
| MBB Public Markets I LLC | 3,870 | $326.5K | 0.04% | +3,870 | New |
| Glaxis Capital Management, LLC | 3,833 | $323.4K | 1.25% | +34+0.9% | Added |
| Stratos Wealth Partners, LTD. | 3,826 | $322.9K | 0.00% | +144+3.9% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $322.4K | 0.27% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,800 | $320.6K | 0.05% | +3,800 | New |
| MUFG Securities Americas Inc. | 3,725 | $314.3K | 0.04% | +618+19.9% | Added |
| Sageworth Trust Co of South Dakota | 3,697 | $311.9K | 0.37% | 00.0% | Unchanged |
| Burney Co | 3,669 | $309.6K | 0.01% | −80−2.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,656 | $308.5K | 0.01% | −148−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 3,623 | $305.7K | 0.01% | −514−12.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,590 | $302.9K | 0.06% | −1,630−31.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,556 | $300.0K | 0.01% | +3,556 | New |