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 |
|---|---|---|---|---|---|
| Stevens Capital Management LP | 3,553 | $300.0K | 0.07% | +3,553 | New |
| Regal Investment Advisors LLC | 3,548 | $299.3K | 0.02% | −72−2.0% | Reduced |
| Aptus Capital Advisors, LLC | 3,540 | $298.7K | 0.00% | +431+13.9% | Added |
| First Citizens Financial Corp | 3,522 | $297.2K | 0.17% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,492 | $294.6K | 0.02% | +475+15.7% | Added |
| Blair William & Co | 3,489 | $294.4K | 0.00% | −169−4.6% | Reduced |
| Iron Horse Wealth Management, LLC | 3,469 | $292.7K | 0.09% | −45−1.3% | Reduced |
| Renaissance Group LLC | 3,455 | $291.5K | 0.01% | −161−4.5% | Reduced |
| Brighton Jones LLC | 3,429 | $289.3K | 0.01% | +494+16.8% | Added |
| 180 Wealth Advisors, LLC | 3,405 | $287.3K | 0.05% | −6−0.2% | Reduced |
| Lake Street Financial LLC | 3,393 | $286.3K | 0.05% | +7+0.2% | Added |
| CIBC Private Wealth Group, LLC | 4,084 | $284.1K | 0.00% | +1,572+62.6% | Added |
| Martin Capital Partners, LLC | 3,359 | $283.0K | 0.34% | +612+22.3% | Added |
| Paragon Capital Management Ltd | 3,343 | $282.1K | 0.06% | +30+0.9% | Added |
| Keybank National Association | 3,339 | $281.7K | 0.00% | +150+4.7% | Added |
| Blackhawk Capital Partners LLC. | 3,336 | $281.5K | 0.14% | +3,336 | New |
| Skopos Labs, Inc. | 3,330 | $280.9K | 0.06% | −13−0.4% | Reduced |
| Central Pacific Bank - Trust Division | 3,306 | $278.9K | 0.04% | +3,306 | New |
| Jump Financial, LLC | 3,300 | $278.4K | 0.00% | −6,372−65.9% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $276.8K | 0.12% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,262 | $275.2K | 0.01% | +3,262 | New |
| Chesley Taft & Associates LLC | 3,261 | $275.1K | 0.01% | +3+0.1% | Added |
| Advisory Services Network, LLC | 3,211 | $270.9K | 0.01% | −357−10.0% | Reduced |
| CAPROCK Group, Inc. | 3,203 | $270.3K | 0.01% | −2,136−40.0% | Reduced |
| Maven Securities LTD | 3,186 | $268.8K | 0.06% | +3,186 | New |
| Brown Advisory Inc | 3,172 | $267.6K | 0.00% | −2−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 3,166 | $267.1K | 0.01% | +28+0.9% | Added |
| International Private Wealth Advisors LLC | 3,142 | $265.1K | 0.25% | +272+9.5% | Added |
| Security National Bank of So Dak | 3,121 | $263.3K | 0.15% | +121+4.0% | Added |
| Rothschild Investment LLC | 3,070 | $259.0K | 0.02% | −19−0.6% | Reduced |
| Umb Bank N A | 3,068 | $258.8K | 0.00% | −1,521−33.1% | Reduced |
| Huntington National Bank | 3,058 | $258.0K | 0.00% | −152−4.7% | Reduced |
| Exchange Traded Concepts, LLC | 3,056 | $257.8K | 0.00% | −225−6.9% | Reduced |
| Rockland Trust Co | 3,046 | $257.0K | 0.01% | −314−9.3% | Reduced |
| Resolute Wealth Strategies, LLC | 3,043 | $256.7K | 0.14% | +14+0.5% | Added |
| Horizon Investments, LLC | 3,022 | $255.0K | 0.01% | +108+3.7% | Added |
| Shepherd Financial Partners LLC | 3,009 | $253.8K | 0.03% | +3+0.1% | Added |
| Glassy Mountain Advisors, Inc. | 3,000 | $253.1K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,996 | $252.8K | 0.01% | +72+2.5% | Added |
| Graham Capital Management, L.P. | 2,991 | $252.4K | 0.01% | −5,131−63.2% | Reduced |
| RIA Advisory Group LLC | 2,974 | $250.9K | 0.08% | −4,632−60.9% | Reduced |
| LifeWealth Investments, LLC | 2,955 | $249.3K | 0.06% | +2,955 | New |
| Atomi Financial Group, Inc. | 2,934 | $247.5K | 0.01% | +2,934 | New |
| Busey Wealth Management | 2,912 | $245.7K | 0.01% | −7−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 2,896 | $244.3K | 0.00% | +2,896 | New |
| Profund Advisors LLC | 2,873 | $242.4K | 0.01% | −77−2.6% | Reduced |
| Brookstone Capital Management | 2,865 | $241.7K | 0.00% | +2,865 | New |
| Nicolet Bankshares Inc | 2,845 | $240.0K | 0.05% | −50−1.7% | Reduced |
| GTS Securities LLC | 2,819 | $237.8K | 0.01% | −187−6.2% | Reduced |
| Midwest Heritage Bank, FSB | 2,803 | $236.5K | 0.10% | +2,803 | New |
| Security National Bank | 2,795 | $235.8K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,795 | $235.8K | 0.00% | +27+1.0% | Added |
| Park National Corp | 2,787 | $235.1K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,775 | $234.1K | 0.01% | −141−4.8% | Reduced |
| Essex Financial Services, Inc. | 2,743 | $231.4K | 0.02% | −3−0.1% | Reduced |
| Beacon Financial Group | 2,725 | $229.9K | 0.03% | −1,184−30.3% | Reduced |
| Pitcairn Co | 2,713 | $228.9K | 0.01% | −15−0.5% | Reduced |
| Numerai GP LLC | 2,705 | $228.2K | 0.04% | −1,321−32.8% | Reduced |
| HBK Sorce Advisory LLC | 2,705 | $228.2K | 0.01% | −27−1.0% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,700 | $227.8K | 0.11% | +2,700 | New |
| Leavell Investment Management, Inc. | 2,693 | $227.2K | 0.01% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,687 | $226.7K | 0.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,109 | $225.8K | 0.01% | +48+1.6% | Added |
| Kinloch Capital, LLC | 2,675 | $225.7K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,669 | $225.2K | 0.01% | +2,669 | New |
| Prossimo Advisors, LLC | 2,670 | $225.0K | 0.17% | −22−0.8% | Reduced |
| Baader Bank INC | 2,647 | $222.7K | 0.02% | +2,647 | New |
| Banco Santander, S.A. | 2,639 | $222.7K | 0.00% | +2,639 | New |
| Goldstein Advisors, LLC | 2,637 | $222.5K | 0.03% | +2,637 | New |
| Cidel Asset Management Inc | 2,636 | $222.4K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,603 | $219.6K | 0.00% | +2,603 | New |
| Winnow Wealth LLC | 2,602 | $219.5K | 0.20% | +25+1.0% | Added |
| Whittier Trust Co | 2,592 | $218.7K | 0.00% | −93−3.5% | Reduced |
| Sageworth Trust Co | 2,577 | $217.4K | 0.01% | +2,577 | New |
| First Nebraska Trust Co | 2,549 | $215.1K | 0.02% | +2,549 | New |
| Signaturefd, LLC | 2,545 | $214.7K | 0.00% | −10−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 2,544 | $214.6K | 0.02% | +2,544 | New |
| TSFG, LLC | 2,501 | $211.0K | 0.04% | +22+0.9% | Added |
| NJ State Employees Deferred Compensation Plan | 2,500 | $210.9K | 0.03% | +2,500 | New |
| S&CO Inc | 2,500 | $210.0K | 0.01% | +2,500 | New |
| Pallas Capital Advisors LLC | 2,479 | $209.2K | 0.01% | +2,479 | New |
| Resurgent Financial Advisors LLC | 2,477 | $209.0K | 0.13% | +2,477 | New |
| VisionPoint Advisory Group, LLC | 2,462 | $207.7K | 0.07% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,444 | $206.2K | 0.02% | −234−8.7% | Reduced |
| Long Run Wealth Advisors, LLC | 2,419 | $204.1K | 0.05% | +2,419 | New |
| Smartleaf Asset Management LLC | 2,440 | $202.7K | 0.02% | +240+10.9% | Added |
| Mutual Advisors, LLC | 2,757 | $202.5K | 0.01% | −19−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 2,396 | $202.1K | 0.01% | +2,396 | New |
| EntryPoint Capital, LLC | 2,395 | $202.1K | 0.09% | +2,395 | New |
| Hunter Associates Investment Management LLC | 2,411 | $202.0K | 0.03% | +2,411 | New |
| Assetmark, Inc | 2,378 | $200.6K | 0.00% | +376+18.8% | Added |
| Ameritas Investment Partners, Inc. | 2,270 | $191.5K | 0.01% | −153−6.3% | Reduced |
| Acropolis Investment Management, LLC | 2,235 | $188.6K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 2,228 | $188.0K | 0.01% | +2,228 | New |
| Parallel Advisors, LLC | 2,193 | $185.0K | 0.00% | +450+25.8% | Added |
| State of Wyoming | 2,163 | $182.5K | 0.02% | +2,163 | New |
| Boston Private Wealth LLC | 2,122 | $179.1K | 0.01% | +2,122 | New |
| Credit Industriel Et Commercial | 2,004 | $169.1K | 0.03% | +2,004 | New |
| Lindbrook Capital, LLC | 1,979 | $167.0K | 0.02% | +1,683+568.6% | Added |
| Geneos Wealth Management Inc. | 1,889 | $159.4K | 0.01% | +134+7.6% | Added |