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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 841 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ1 2025: $14.2B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$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.

Institutions holding PFG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sierra Ocean, LLC35$3.00K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC35$2.95K0.05%00.0%Unchanged
Activest Wealth Management35$2.95K0.00%+35New
Prestige Wealth Management Group LLC34$2.87K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC30$2.53K0.00%+30New
Heritage Wealth Advisors29$2.45K0.00%−43−59.7%Reduced
Carolinas Wealth Consulting LLC29$2.45K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.28$2.36K0.00%00.0%Unchanged
Salem Investment Counselors Inc27$2.28K0.00%+27New
LRI Investments, LLC26$2.19K0.00%00.0%Unchanged
Garde Capital, Inc.25$2.11K0.00%+25New
Optiver Holding B.V.24$2.02K0.00%+24New
Dunhill Financial, LLC20$1.73K0.00%−13−39.4%Reduced
Global Wealth Strategies & Associates20$1.69K0.00%00.0%Unchanged
Aspect Partners, LLC17$1.43K0.00%00.0%Unchanged
Clark Wealth Partners16$1.35K0.00%+16New
Wolff Wiese Magana LLC15$1.27K0.00%00.0%Unchanged
Rialto Wealth Management, LLC15$1.27K0.00%+15New
Halbert Hargrove Global Advisors, LLC14$1.18K0.00%+14New
Annis Gardner Whiting Capital Advisors, LLC12$1.01K0.00%00.0%Unchanged
Penserra Capital Management LLC21$1.00K0.00%−532−96.2%Reduced
Avion Wealth20$1.00K0.00%00.0%Unchanged
Greenline Partners, LLC11$9280.00%+11New
Chesapeake Asset Management LLC10$8430.00%+5+100.0%Added
Valued Wealth Advisors LLC8$6780.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$6750.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$6750.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC7$5900.00%+7New
Hughes Financial Services, LLC6$5110.00%+6New
Parkworth Wealth Management, Inc.6$5060.00%00.0%Unchanged
Capital A Wealth Management, LLC6$5060.00%+3+100.0%Added
WestEnd Advisors, LLC6$5060.00%+4+200.0%Added
Principia Wealth Advisory, LLC6$4640.00%+2+50.0%Added
Creative Financial Designs Inc5$4220.00%−76−93.8%Reduced
HFM Investment Advisors, LLC5$4220.00%+5New
Ruedi Wealth Management, Inc.4$3370.00%00.0%Unchanged
American Capital Advisory, LLC2$1690.00%+2New
Highline Wealth Partners LLC2$1690.00%+2New
SOA Wealth Advisors, LLC.1$960.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$840.00%00.0%Unchanged
Y.D. More Investments Ltd301$680.00%+35+13.2%Added
Proequities, Inc.0$00.00%−4,759−100.0%Sold out
Woodline Partners LP0$00.00%−367,504−100.0%Sold out
Prana Capital Management, LP0$00.00%−105,399−100.0%Sold out
Arjuna Capital0$00.00%−81,532−100.0%Sold out
Jane Street Group, LLC0$00.00%−61,557−100.0%Sold out
HRT Financial LP0$00.00%−44,807−100.0%Sold out
Crestline Management, LP0$00.00%−19,588−100.0%Sold out
Inceptionr LLC0$00.00%−17,116−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−13,623−100.0%Sold out
FIL Ltd0$00.00%−11,709−100.0%Sold out
Old Mission Capital LLC0$00.00%−8,808−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−8,414−100.0%Sold out
Oak Thistle LLC0$00.00%−8,026−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−7,784−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−7,152−100.0%Sold out
Jain Global LLC0$00.00%−6,117−100.0%Sold out
LGT Group Foundation0$00.00%−6,000−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−5,497−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−5,029−100.0%Sold out
Heartland Bank & Trust Co0$00.00%−4,829−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−4,798−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−4,280−100.0%Sold out
Canada Post Corp Registered Pension Plan0$00.00%−3,966−100.0%Sold out
Callan Family Office, LLC0$00.00%−3,520−100.0%Sold out
Oldfather Financial Services, LLC0$00.00%−3,430−100.0%Sold out
IMS Capital Management0$00.00%−2,900−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−2,818−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−2,706−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−2,587−100.0%Sold out
Kieckhefer Group LLC0$00.00%−1,840−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−1,047−100.0%Sold out
Quarry LP0$00.00%−948−100.0%Sold out
Capital & Planning, LLC0$00.00%−424−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−418−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−376−100.0%Sold out
Walleye Trading LLC0$00.00%−376−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−310−100.0%Sold out
Measured Risk Portfolios, Inc.0$00.00%−276−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−230−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−180−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−152−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−150−100.0%Sold out
Crews Bank & Trust0$00.00%−142−100.0%Sold out
Sandy Spring Bank0$00.00%−130−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−122−100.0%Sold out
Christopher J. Hasenberg, Inc0$00.00%−113−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−112−100.0%Sold out
Horizon Financial Services, LLC0$00.00%−96−100.0%Sold out
Tucker Asset Management LLC0$00.00%−91−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−88−100.0%Sold out
Lazard Asset Management LLC0$00.00%−60−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−40−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−20−100.0%Sold out
R Squared Ltd0$00.00%−20−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−10−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Wetherby Asset Management Inc––––Not filed
Hilltop National Bank––––Not filed