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 |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 1,870 | $157.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,833 | $154.6K | 0.00% | −5−0.3% | Reduced |
| Continuum Advisory, LLC | 1,827 | $154.1K | 0.02% | −180−9.0% | Reduced |
| Atlas Capital Advisors LLC | 1,818 | $153.4K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,803 | $152.1K | 0.00% | +178+11.0% | Added |
| Silvant Capital Management LLC | 1,747 | $147.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,730 | $146.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,696 | $143.1K | 0.00% | −100−5.6% | Reduced |
| Capital Analysts, LLC | 1,658 | $140.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,620 | $136.7K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,576 | $133.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,545 | $130.4K | 0.02% | +1,274+470.1% | Added |
| LGT Financial Advisors LLC | 1,518 | $128.1K | 0.39% | +1,518 | New |
| JNBA Financial Advisors | 1,432 | $120.8K | 0.01% | −100−6.5% | Reduced |
| Walleye Capital LLC | 1,430 | $120.6K | 0.00% | +1,430 | New |
| Hills Bank & Trust Co | 1,402 | $118.3K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,380 | $114.6K | 0.00% | +154+12.6% | Added |
| JFS Wealth Advisors, LLC | 1,344 | $113.4K | 0.01% | +6+0.4% | Added |
| Quent Capital, LLC | 1,305 | $110.1K | 0.01% | +63+5.1% | Added |
| Bryn Mawr Trust Co | 1,289 | $108.8K | 0.00% | +49+4.0% | Added |
| Stonebridge Financial Group, LLC | 1,273 | $107.4K | 0.01% | +2+0.2% | Added |
| Manchester Capital Management LLC | 1,270 | $107.2K | 0.01% | +45+3.7% | Added |
| Capital Advisors, Ltd. LLC | 1,232 | $104.0K | 0.01% | −22−1.8% | Reduced |
| Clarity Asset Management, Inc. | 1,228 | $103.6K | 0.07% | +4+0.3% | Added |
| Elite Financial, Inc. | 1,175 | $99.0K | 0.05% | +1,175 | New |
| EverSource Wealth Advisors, LLC | 1,161 | $98.0K | 0.01% | +443+61.7% | Added |
| Richardson Financial Services Inc. | 1,140 | $96.2K | 0.07% | +20+1.8% | Added |
| Olistico Wealth, LLC | 1,126 | $95.0K | 0.06% | +9+0.8% | Added |
| SRS Capital Advisors, Inc. | 1,117 | $94.3K | 0.01% | −1,930−63.3% | Reduced |
| CoreCap Advisors, LLC | 1,105 | $93.2K | 0.00% | +3+0.3% | Added |
| Compass Financial Services Inc | 1,081 | $91.2K | 0.05% | −62−5.4% | Reduced |
| Catalyst Capital Advisors LLC | 1,053 | $88.8K | 0.00% | +327+45.0% | Added |
| CVA Family Office, LLC | 1,033 | $87.2K | 0.01% | +19+1.9% | Added |
| Duncker Streett & Co Inc | 1,010 | $85.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,003 | $84.6K | 0.00% | +451+81.7% | Added |
| Pingora Partners LLC | 1,000 | $84.4K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 953 | $80.4K | 0.00% | −111−10.4% | Reduced |
| Pinnacle Bancorp, Inc. | 951 | $80.2K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 875 | $73.8K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 864 | $72.9K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 840 | $70.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $70.3K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 817 | $68.9K | 0.06% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 274 | $68.0K | 0.05% | −536−66.2% | Reduced |
| Binnacle Investments Inc | 769 | $64.9K | 0.05% | +769 | New |
| Stephens Consulting, LLC | 725 | $61.2K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $59.1K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $59.1K | 0.03% | −696−99.4% | Reduced |
| WFA Asset Management Corp | 684 | $59.1K | 0.03% | +167+32.3% | Added |
| Larson Financial Group LLC | 682 | $57.5K | 0.00% | +104+18.0% | Added |
| N.E.W. Advisory Services LLC | 678 | $57.2K | 0.00% | +678 | New |
| Covestor Ltd | 678 | $57.0K | 0.04% | +138+25.6% | Added |
| Clearstead Advisors, LLC | 655 | $55.3K | 0.00% | +126+23.8% | Added |
| Tompkins Financial Corp | 650 | $54.8K | 0.01% | +650 | New |
| City Holding Co | 635 | $53.6K | 0.01% | −273−30.1% | Reduced |
| Winch Advisory Services, LLC | 618 | $52.1K | 0.01% | +4+0.7% | Added |
| Pinnacle Financial Partners Inc | 664 | $51.4K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 609 | $51.4K | 0.01% | +609 | New |
| Motco | 606 | $51.1K | 0.01% | +312+106.1% | Added |
| Golden State Wealth Management, LLC | 596 | $50.3K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 591 | $49.9K | 0.01% | +18+3.1% | Added |
| Hazlett, Burt & Watson, Inc. | 583 | $49.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $49.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 588 | $49.0K | 0.01% | +75+14.6% | Added |
| Deseret Mutual Benefit Administrators | 577 | $48.7K | 0.02% | −501−46.5% | Reduced |
| Legacy Bridge, LLC | 570 | $48.1K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 559 | $47.2K | 0.02% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 548 | $46.2K | 0.01% | +548 | New |
| Stilwell Value LLC | 547 | $46.1K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 546 | $46.1K | 0.00% | −5−0.9% | Reduced |
| Hexagon Capital Partners LLC | 534 | $45.1K | 0.01% | −38−6.6% | Reduced |
| Sentry Investment Management LLC | 628 | $45.0K | 0.03% | −188−23.0% | Reduced |
| Global Financial Private Client, LLC | 530 | $44.7K | 0.02% | +21+4.1% | Added |
| Dynamic Wealth Strategies, LLC | 528 | $44.5K | 0.04% | +528 | New |
| ORG Partners LLC | 508 | $43.3K | 0.01% | −284−35.9% | Reduced |
| Westpac Banking Corp | 511 | $43.1K | 0.00% | −518−50.3% | Reduced |
| Cromwell Holdings LLC | 502 | $42.4K | 0.03% | +12+2.4% | Added |
| PrairieView Partners, LLC | 499 | $42.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2,065 | $41.1K | 0.00% | −104,075−98.1% | Reduced |
| Brown Brothers Harriman & Co | 486 | $41.0K | 0.00% | −60−11.0% | Reduced |
| Navigoe, LLC | 488 | $41.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 480 | $40.5K | 0.01% | +32+7.1% | Added |
| Johnson Financial Group, Inc. | 478 | $40.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 468 | $39.5K | 0.00% | −401−46.1% | Reduced |
| Massmutual Trust Co FSB | 467 | $39.4K | 0.00% | −43−8.4% | Reduced |
| Fortis Group Advisors, LLC | 458 | $38.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 452 | $38.1K | 0.02% | +4+0.9% | Added |
| Paladin Advisory Group, LLC | 449 | $37.9K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 444 | $37.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 426 | $35.9K | 0.01% | +122+40.1% | Added |
| Brown, Lisle/Cummings, Inc. | 423 | $35.7K | 0.01% | +7+1.7% | Added |
| BankPlus Trust Department | 422 | $35.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 414 | $34.9K | 0.00% | −100−19.5% | Reduced |
| Zions Bancorporation, National Association | 404 | $34.1K | 0.00% | +404 | New |
| Riverview Trust Co | 396 | $33.4K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $33.4K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $33.2K | 0.00% | −106−21.2% | Reduced |
| Spire Wealth Management | 391 | $33.0K | 0.00% | −9−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 384 | $32.4K | 0.00% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 380 | $32.0K | 0.01% | +380 | New |