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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, Q2 2025

Institutional positions in Principal Financial Group Inc as of Jun 30, 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
814
−17 vs. Q1 2025
Shares held
165.8M
−1.80M (−1.1%) vs. Q1 2025
Total value
$13.2B
−$962.5M (−6.8%) vs. Q1 2025
New holders
83
314 more added
Sold out
100
276 more reduced

10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 814 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 heldQ2 2025: $13.2B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2025.

Institutions holding PFG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Crowley Wealth Management, Inc.28$00.00%00.0%Unchanged
Y.D. More Investments Ltd196$460.00%−105−34.9%Reduced
SOA Wealth Advisors, LLC.1$910.00%00.0%Unchanged
DecisionPoint Financial, LLC2$1620.00%+2New
WestEnd Advisors, LLC4$3180.00%−2−33.3%Reduced
Quaker Wealth Management, LLC4$3180.00%+4New
Addison Advisors LLC6$4770.00%+6New
Strengthening Families & Communities, LLC6$4810.00%+6New
Activest Wealth Management7$5560.00%−28−80.0%Reduced
CBIZ Investment Advisory Services, LLC7$5560.00%−23−76.7%Reduced
American Capital Advisory, LLC7$5570.00%+5+250.0%Added
Kayne Anderson Rudnick Investment Management LLC8$6350.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$6360.00%00.0%Unchanged
Valued Wealth Advisors LLC8$6400.00%00.0%Unchanged
Rialto Wealth Management, LLC9$7150.00%−6−40.0%Reduced
Parkworth Wealth Management, Inc.9$7150.00%+3+50.0%Added
Aspect Partners, LLC11$8740.00%−6−35.3%Reduced
HFM Investment Advisors, LLC11$8740.00%+6+120.0%Added
Bay Harbor Wealth Management, LLC12$9530.00%+5+71.4%Added
Penserra Capital Management LLC21$1.00K0.00%00.0%Unchanged
Avion Wealth18$1.00K0.00%−2−10.0%Reduced
Principia Wealth Advisory, LLC15$1.19K0.00%+9+150.0%Added
NVWM, LLC15$1.19K0.00%+15New
Wolff Wiese Magana LLC15$1.19K0.00%00.0%Unchanged
Kilter Group LLC19$1.51K0.00%+19New
Global Wealth Strategies & Associates20$1.59K0.00%00.0%Unchanged
Dunhill Financial, LLC20$1.60K0.00%00.0%Unchanged
Hughes Financial Services, LLC21$1.61K0.00%+15+250.0%Added
Sierra Ocean, LLC20$1.63K0.00%−15−42.9%Reduced
WealthTrak Capital Management LLC25$1.99K0.00%−20−44.4%Reduced
Garde Capital, Inc.25$1.99K0.00%00.0%Unchanged
Maseco LLP26$2.06K0.00%+26New
LRI Investments, LLC26$2.06K0.00%00.0%Unchanged
Tortoise Investment Management, LLC28$2.22K0.00%+28New
Heritage Wealth Advisors29$2.30K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC34$2.70K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC35$2.78K0.06%00.0%Unchanged
DiNuzzo Private Wealth, Inc.35$2.78K0.00%−1−2.8%Reduced
Financial Management Professionals, Inc.38$3.02K0.00%−45−54.2%Reduced
HM Payson & Co39$3.10K0.00%00.0%Unchanged
Abound Wealth Management41$3.26K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$3.26K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC42$3.34K0.00%+30+250.0%Added
Archer Investment Corp44$3.50K0.00%00.0%Unchanged
Park Square Financial Group, LLC45$3.57K0.00%00.0%Unchanged
Howard Hughes Medical Institute45$3.57K0.00%+45New
Twin Peaks Wealth Advisors, LLC50$3.86K0.00%+50New
IMG Wealth Management, Inc.58$4.61K0.00%+58New
New Millennium Group LLC68$5.40K0.00%−136−66.7%Reduced
McIlrath & Eck, LLC71$5.64K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC72$5.72K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC72$5.72K0.00%+72New
Rossby Financial, LCC73$5.80K0.00%−217−74.8%Reduced
GFG Capital, LLC73$5.80K0.00%+73New
Vision Financial Markets LLC75$5.89K0.01%+2+2.7%Added
Rosenberg Matthew Hamilton75$5.96K0.00%+75New
Pin Oak Investment Advisors Inc78$6.00K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.78$6.17K0.01%00.0%Unchanged
South State Corp.79$6.28K0.00%−134−62.9%Reduced
Westend Capital Management, LLC80$6.35K0.00%00.0%Unchanged
Ogorek Anthony Joseph89$7.00K0.00%−32−26.4%Reduced
Marshall & Sterling Wealth Advisors Inc.94$7.47K0.01%−23−19.7%Reduced
Atwood & Palmer Inc100$7.94K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC100$7.94K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$7.94K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$7.94K0.01%00.0%Unchanged
Graney & King, LLC100$7.94K0.01%+100New
Princeton Global Asset Management LLC102$8.10K0.00%+102New
Rise Advisors, LLC103$8.18K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$8.74K0.00%00.0%Unchanged
Salomon & Ludwin, LLC109$8.78K0.00%00.0%Unchanged
REAP Financial Group, LLC114$9.06K0.00%+1+0.9%Added
Boyd Watterson Asset Management LLC115$9.13K0.00%−138−54.5%Reduced
Centricity Wealth Management, LLC115$9.13K0.01%00.0%Unchanged
Sachetta, LLC115$9.13K0.00%00.0%Unchanged
Painted Porch Advisors LLC119$9.45K0.00%00.0%Unchanged
PFS Partners, LLC122$9.69K0.00%+122New
Cornerstone Planning Group LLC129$9.82K0.00%+5+4.0%Added
Ancora Advisors, LLC124$9.85K0.00%+34+37.8%Added
Wood Tarver Financial Group, LLC130$10.0K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC130$10.3K0.01%+130New
Vermillion Wealth Management, Inc.132$10.5K0.01%00.0%Unchanged
Twin Tree Management, LP133$10.6K0.00%+133New
Holos Integrated Wealth LLC138$10.6K0.01%00.0%Unchanged
Burkett Financial Services, LLC135$10.8K0.00%+1+0.7%Added
Clear Street Markets LLC138$11.0K0.00%+138New
Total Investment Management Inc145$11.5K0.00%+145New
Private Wealth Management Group, LLC145$11.5K0.00%−16−9.9%Reduced
Zions Bancorporation, National Association150$11.9K0.00%−254−62.9%Reduced
CoreFirst Bank & Trust150$11.9K0.01%+150New
Trust Co of Vermont157$12.5K0.00%00.0%Unchanged
Quintet Private Bank (Europe) S.A.160$12.7K0.00%+160New
Asset Dedication, LLC161$12.8K0.00%00.0%Unchanged
SJS Investment Consulting Inc.165$13.1K0.00%−15−8.3%Reduced
Marquette Asset Management, LLC168$13.3K0.00%−5,534−97.1%Reduced
HHM Wealth Advisors, LLC169$13.4K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC170$13.5K0.01%−42−19.8%Reduced
Team Financial Group, LLC171$13.6K0.01%+171New
Investors Research Corp173$13.7K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.173$13.7K0.00%+173New