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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 374 | $31.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 372 | $31.4K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $30.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 358 | $30.2K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 353 | $29.8K | 0.00% | +3+0.9% | Added |
| Curio Wealth, LLC | 1 | $29.3K | 0.02% | −378−99.7% | Reduced |
| Colonial Trust Co | 347 | $29.3K | 0.00% | +24+7.4% | Added |
| Private Trust Co NA | 338 | $28.5K | 0.00% | −49−12.7% | Reduced |
| AdvisorNet Financial, Inc | 321 | $27.1K | 0.00% | +1+0.3% | Added |
| Financial Perspectives, Inc | 314 | $26.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 310 | $26.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 306 | $25.8K | 0.00% | −41−11.8% | Reduced |
| Bogart Wealth, LLC | 306 | $25.8K | 0.00% | +6+2.0% | Added |
| New Age Alpha Advisors, LLC | 302 | $25.5K | 0.00% | +18+6.3% | Added |
| St Germain D J Co Inc | 301 | $25.4K | 0.00% | −64−17.5% | Reduced |
| Old Second National Bank of Aurora | 300 | $25.3K | 0.01% | −8−2.6% | Reduced |
| First Pacific Financial | 295 | $24.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $24.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 277 | $23.4K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $22.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $22.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 264 | $22.3K | 0.00% | +3+1.1% | Added |
| Boyd Watterson Asset Management LLC | 253 | $21.3K | 0.01% | −130−33.9% | Reduced |
| Key Financial Inc | 253 | $21.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 290 | $21.3K | 0.01% | +290 | New |
| High Note Wealth, LLC | 249 | $21.0K | 0.01% | +249 | New |
| YANKCOM Partnership | 248 | $20.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 238 | $20.1K | 0.00% | +98+70.0% | Added |
| Caldwell Trust Co | 235 | $19.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 231 | $19.5K | 0.00% | +231 | New |
| Atlantic Trust, LLC | 226 | $19.1K | 0.00% | +226 | New |
| Valley National Advisers Inc | 236 | $19.0K | 0.00% | +6+2.6% | Added |
| MRP Capital Investments, LLC | 225 | $19.0K | 0.02% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 222 | $18.0K | 0.01% | +222 | New |
| South State Corp. | 213 | $18.0K | 0.00% | +156+273.7% | Added |
| Bruce G. Allen Investments, LLC | 212 | $17.9K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $17.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 210 | $17.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 209 | $17.7K | 0.00% | −115−35.5% | Reduced |
| SBI Securities Co., Ltd. | 209 | $17.6K | 0.00% | +24+13.0% | Added |
| Grove Bank & Trust | 209 | $17.6K | 0.00% | +120+134.8% | Added |
| MV Capital Management, Inc. | 206 | $17.4K | 0.00% | −6−2.8% | Reduced |
| New Millennium Group LLC | 204 | $17.2K | 0.01% | −5−2.4% | Reduced |
| Hantz Financial Services, Inc. | 197 | $17.0K | 0.00% | +197 | New |
| Kentucky Trust Co | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 195 | $16.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 190 | $16.0K | 0.00% | +190 | New |
| Alpine Bank Wealth Management | 189 | $15.9K | 0.00% | +189 | New |
| Strategic Investment Solutions, Inc. | 189 | $15.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 180 | $15.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 173 | $14.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 169 | $14.3K | 0.00% | +169 | New |
| Asset Dedication, LLC | 161 | $13.6K | 0.00% | −340−67.9% | Reduced |
| Private Wealth Management Group, LLC | 161 | $13.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 157 | $13.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 153 | $12.9K | 0.00% | +153 | New |
| Holos Integrated Wealth LLC | 138 | $11.6K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 134 | $11.3K | 0.00% | +1+0.8% | Added |
| Vermillion Wealth Management, Inc. | 132 | $11.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 136 | $11.0K | 0.00% | +5+3.8% | Added |
| Wood Tarver Financial Group, LLC | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 123 | $10.4K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 119 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 119 | $10.0K | 0.00% | +100+526.3% | Added |
| Ogorek Anthony Joseph | 121 | $10.0K | 0.00% | +121 | New |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $9.89K | 0.01% | +117 | New |
| Sachetta, LLC | 115 | $9.70K | 0.00% | −2−1.7% | Reduced |
| Centricity Wealth Management, LLC | 115 | $9.70K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 113 | $9.53K | 0.00% | +1+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 110 | $9.28K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 109 | $9.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 124 | $9.18K | 0.00% | +11+9.7% | Added |
| Rise Advisors, LLC | 103 | $8.69K | 0.00% | +103 | New |
| True Wealth Design, LLC | 101 | $8.52K | 0.00% | +101 | New |
| Atwood & Palmer Inc | 100 | $8.44K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $8.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $8.44K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $8.44K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 90 | $7.59K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 90 | $7.59K | 0.04% | +90 | New |
| Financial Management Professionals, Inc. | 83 | $7.00K | 0.00% | +7+9.2% | Added |
| Caitong International Asset Management Co., Ltd | 81 | $6.83K | 0.01% | −605−88.2% | Reduced |
| Westend Capital Management, LLC | 80 | $6.75K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 78 | $6.55K | 0.01% | −25−24.3% | Reduced |
| Vision Financial Markets LLC | 73 | $6.19K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 72 | $6.08K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $5.99K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $5.57K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 65 | $5.48K | 0.00% | +65 | New |
| Peoples Bank | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 46 | $3.88K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 45 | $3.80K | 0.00% | −15−25.0% | Reduced |
| WealthTrak Capital Management LLC | 45 | $3.80K | 0.00% | +40+800.0% | Added |
| Archer Investment Corp | 44 | $3.71K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $3.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $3.46K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 39 | $3.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $3.04K | 0.00% | +1+2.9% | Added |