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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.

Q2 2025 vs. Q1 2025

How the institutions holding Principal Financial Group Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of PFG: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders84110814−17
Shares167.8M203.3K165.8M−1.80M (−1.1%)
Value$14.2B$17.1M$13.2B−$962.5M (−6.8%)

10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held Principal Financial Group Inc at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to PFG in Q2 2025
InstitutionSharesValue% of portfolio
Prana Capital Management, LP259,230$20.6M0.75%
Lighthouse Investment Partners, LLC239,806$19.0M0.83%
Swedbank AB197,386$15.7M0.02%
Tudor Investment Corp Et Al195,789$15.6M0.12%
Gillson Capital LP93,499$7.43M0.57%
Inceptionr LLC28,937$2.30M0.53%
Jain Global LLC27,507$2.18M0.03%
Simon Quick Advisors, LLC25,690$2.04M0.10%
Kerusso Capital Management LLC19,647$1.56M0.97%
Capital Fund Management S.A.18,711$1.49M0.02%
Generali Asset Management SPA SGR15,535$1.23M0.03%
Mizuho Securities USA LLC14,261$1.13M0.02%
Commonwealth Retirement Investments LLC14,015$1.11M0.42%
Impax Asset Management Group plc13,450$1.07M0.01%
Glenmede Investment Management, LP12,038$956.2K0.00%
Grantham, Mayo, Van Otterloo & Co. LLC10,839$860.9K0.00%
MQS Management LLC8,271$657.0K0.36%
Wetherby Asset Management Inc7,072$561.7K0.03%
Hilltop National Bank6,299$500.3K0.13%
Impact Partnership Wealth, LLC5,064$402.2K0.07%
ClearAlpha Technologies LP4,897$389.0K1.12%
Asahi Life Asset Management Co., Ltd.4,870$386.8K0.23%
Two Sigma Securities, LLC4,726$375.4K0.05%
Callan Family Office, LLC4,718$374.8K0.01%
Blueshift Asset Management, LLC4,685$372.1K0.11%
Rexford Capital Inc4,456$353.9K0.29%
AlphaStar Capital Management, LLC4,210$334.4K0.02%
Optima Capital LLC4,152$329.8K0.18%
Canada Post Corp Registered Pension Plan3,966$315.0K0.02%
Axq Capital, LP3,912$310.7K0.10%
LVW Advisors, LLC3,741$297.1K0.03%
One Wealth Advisors, LLC3,617$287.3K0.04%
Ashton Thomas Private Wealth, LLC3,151$250.3K0.01%
Patton Fund Management, Inc.2,998$238.1K0.05%
DRW Securities, LLC2,903$230.6K0.02%
Apella Capital, LLC2,851$228.6K0.01%
Summit Trail Advisors, LLC2,847$226.1K0.00%
Vise Technologies, Inc.2,791$221.7K0.01%
Signal Advisors Wealth, LLC2,617$207.9K0.02%
FORA Capital, LLC2,574$204.5K0.02%
AXA S.A.2,553$202.8K0.00%
Valeo Financial Advisors, LLC2,533$201.2K0.00%
Van Eck Associates Corp1,720$137.0K0.00%
Ameritas Advisory Services, LLC1,697$134.8K0.01%
Global Retirement Partners, LLC1,633$129.7K0.00%
Ofi Invest Asset Management1,222$82.7K0.00%
RMG Wealth Management LLC992$80.4K0.01%
Mount Yale Investment Advisors, LLC938$74.5K0.01%
Essential Partners LLC862$68.5K0.03%
MUFG Securities EMEA plc620$49.2K0.00%
Onefund, LLC565$45.0K0.03%
Group One Trading, L.P.447$35.5K0.00%
Quarry LP379$30.1K0.01%
American National Bank349$27.7K0.00%
Traub Capital Management LLC331$26.3K0.02%
Oliver Lagore Vanvalin Investment Group296$25.0K0.01%
Trust Co of Toledo NA200$15.9K0.00%
New England Capital Financial Advisors LLC200$15.9K0.01%
Strategic Wealth Partners, Ltd.173$13.7K0.00%
Team Financial Group, LLC171$13.6K0.01%
Quintet Private Bank (Europe) S.A.160$12.7K0.00%
CoreFirst Bank & Trust150$11.9K0.01%
Total Investment Management Inc145$11.5K0.00%
Clear Street Markets LLC138$11.0K0.00%
Twin Tree Management, LP133$10.6K0.00%
Barnes Dennig Private Wealth Management LLC130$10.3K0.01%
PFS Partners, LLC122$9.69K0.00%
Princeton Global Asset Management LLC102$8.10K0.00%
Graney & King, LLC100$7.94K0.01%
Rosenberg Matthew Hamilton75$5.96K0.00%
GFG Capital, LLC73$5.80K0.00%
Legacy Investment Solutions, LLC72$5.72K0.00%
IMG Wealth Management, Inc.58$4.61K0.00%
Twin Peaks Wealth Advisors, LLC50$3.86K0.00%
Howard Hughes Medical Institute45$3.57K0.00%
Tortoise Investment Management, LLC28$2.22K0.00%
Maseco LLP26$2.06K0.00%
Kilter Group LLC19$1.51K0.00%
NVWM, LLC15$1.19K0.00%
Strengthening Families & Communities, LLC6$4810.00%
Addison Advisors LLC6$4770.00%
Quaker Wealth Management, LLC4$3180.00%
DecisionPoint Financial, LLC2$1620.00%

Sold out (100)

Institutions that held Principal Financial Group Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of PFG in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Capital Research Global Investors4,983,302$420.4M
Twinbeech Capital LP113,227$9.55M
Trexquant Investment LP106,820$9.01M
Renaissance Technologies LLC91,000$7.68M
Corebridge Financial, Inc.48,461$4.09M
PGGM Investments48,179$4.07M
Sciencast Management LP40,224$3.39M
Alaska Permanent Fund Corp33,843$2.51M
Magnetar Financial LLC22,878$1.93M
ISAM Funds (UK) Ltd22,403$1.89M
Wakefield Asset Management LLLP21,318$1.80M
Aster Capital Management (DIFC) Ltd18,131$1.61M
Diversified Trust Co14,803$1.25M
Convergence Investment Partners, LLC11,343$957.0K
Hartford Funds Management Co LLC11,298$953.2K
M&G Plc11,148$936.4K
Frank, Rimerman Advisors LLC9,617$811.4K
AG2R la Mondiale Gestion D'Actifs10,349$806.1K
Virtu Financial LLC9,251$780.0K
Machina Capital S.A.S.9,048$763.4K
TownSquare Capital, LLC8,956$755.7K
Allstate Corp8,140$686.8K
WCM Investment Management, LLC7,023$583.3K
Bridgefront Capital, LLC6,737$568.4K
Nomura Holdings Inc6,634$559.7K
Applied Finance Capital Management, LLC5,711$481.8K
GWN Securities Inc.5,751$470.6K
Dynamic Technology Lab Private Ltd5,540$467.0K
Fieldview Capital Management, LLC5,460$460.7K
LMR Partners LLP5,342$450.7K
Aigen Investment Management, LP5,163$435.6K
Y-Intercept (Hong Kong) Ltd5,133$433.1K
Legacy Financial Advisors, Inc.4,936$416.4K
United Services Automobile Association4,920$408.7K
My Legacy Advisors, LLC4,480$378.0K
Financial Harvest, LLC2,226$344.2K
Bayesian Capital Management, LP3,800$320.6K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH3,556$300.0K
Stevens Capital Management LP3,553$300.0K
Paragon Capital Management Ltd3,343$282.1K
Jump Financial, LLC3,300$278.4K
Advisory Services Network, LLC3,211$270.9K
Maven Securities LTD3,186$268.8K
Atomi Financial Group, Inc.2,934$247.5K
Integrated Wealth Concepts LLC2,896$244.3K
Profund Advisors LLC2,873$242.4K
GTS Securities LLC2,819$237.8K
Midwest Heritage Bank, FSB2,803$236.5K
Pitcairn Co2,713$228.9K
Numerai GP LLC2,705$228.2K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,700$227.8K
Prossimo Advisors, LLC2,670$225.0K
Goldstein Advisors, LLC2,637$222.5K
Cidel Asset Management Inc2,636$222.4K
Jefferies Financial Group Inc.2,603$219.6K
Winnow Wealth LLC2,602$219.5K
Koshinski Asset Management, Inc.2,544$214.6K
NJ State Employees Deferred Compensation Plan2,500$210.9K
S&CO Inc2,500$210.0K
Pallas Capital Advisors LLC2,479$209.2K
Resurgent Financial Advisors LLC2,477$209.0K
Trust Asset Management LLC2,444$206.2K
Long Run Wealth Advisors, LLC2,419$204.1K
EntryPoint Capital, LLC2,395$202.1K
Hunter Associates Investment Management LLC2,411$202.0K
Acropolis Investment Management, LLC2,235$188.6K
Boston Private Wealth LLC2,122$179.1K
Continuum Advisory, LLC1,827$154.1K
Mather Group, LLC.1,803$152.1K
Walleye Capital LLC1,430$120.6K
Quent Capital, LLC1,305$110.1K
Stonebridge Financial Group, LLC1,273$107.4K
Elite Financial, Inc.1,175$99.0K
Duncker Streett & Co Inc1,010$85.2K
McClarren Financial Advisors, Inc.274$68.0K
Flaharty Asset Management, LLC609$51.4K
Hexagon Capital Partners LLC534$45.1K
Global Financial Private Client, LLC530$44.7K
Riverview Trust Co396$33.4K
von Borstel & Associates, Inc.380$32.0K
High Note Wealth, LLC249$21.0K
USA Financial Portformulas Corp231$19.5K
MRP Capital Investments, LLC225$19.0K
Wayfinding Financial, LLC222$18.0K
West Paces Advisors Inc.119$10.0K
Saudi Central Bank90$7.59K
Caitong International Asset Management Co., Ltd81$6.83K
Rakuten Securities, Inc.65$5.48K
Peoples Bank50$4.22K
Carolinas Wealth Consulting LLC29$2.45K
Salem Investment Counselors Inc27$2.28K
Optiver Holding B.V.24$2.02K
Clark Wealth Partners16$1.35K
Halbert Hargrove Global Advisors, LLC14$1.18K
Greenline Partners, LLC11$928
Chesapeake Asset Management LLC10$843
Creative Financial Designs Inc5$422
Ruedi Wealth Management, Inc.4$337
Highline Wealth Partners LLC2$169
Cape Investment Advisory, Inc.1$84

Not filed for Q2 2025 yet (10)

Institutions that held Principal Financial Group Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A78,275$6.60M
Unigestion Holding SA41,155$3.47M
Proquility Private Wealth Partners, LLC25,356$2.14M
Rakuten Investment Management, Inc.19,738$1.64M
Mizuho Securities USA LLC16,849$1.42M
Glenmede Trust Co NA12,424$1.05M
Orion Portfolio Solutions, LLC4,236$357.4K
CAPROCK Group, Inc.3,203$270.3K
Lindbrook Capital, LLC1,979$167.0K
Davis Capital Management46$3.88K