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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 185 | $14.7K | 0.00% | −24−11.5% | Reduced |
| NBC Securities, Inc. | 190 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $15.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $15.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 189 | $15.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 195 | $15.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 198 | $15.7K | 0.00% | −28−12.4% | Reduced |
| Kentucky Trust Co | 200 | $15.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 200 | $15.9K | 0.00% | +200 | New |
| New England Capital Financial Advisors LLC | 200 | $15.9K | 0.01% | +200 | New |
| Atlas Capital Advisors LLC | 208 | $16.5K | 0.00% | −1,610−88.6% | Reduced |
| Frazier Financial Advisors, LLC | 208 | $16.5K | 0.01% | +142+215.2% | Added |
| First Horizon Advisors, Inc. | 209 | $16.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 210 | $16.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $16.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 212 | $17.0K | 0.00% | +76+55.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 223 | $17.7K | 0.00% | +100+81.3% | Added |
| Valley National Advisers Inc | 235 | $18.0K | 0.00% | −1−0.4% | Reduced |
| Caldwell Trust Co | 235 | $18.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 236 | $18.7K | 0.00% | +27+12.9% | Added |
| Financial Perspectives, Inc | 238 | $18.9K | 0.01% | −76−24.2% | Reduced |
| St Germain D J Co Inc | 239 | $19.0K | 0.00% | −62−20.6% | Reduced |
| YANKCOM Partnership | 248 | $19.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 253 | $20.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 261 | $20.7K | 0.01% | +160+158.4% | Added |
| Center for Financial Planning, Inc. | 264 | $21.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 265 | $21.1K | 0.00% | +1+0.4% | Added |
| Hoertkorn Richard Charles | 272 | $21.6K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,850 | $21.7K | 0.00% | −215−10.4% | Reduced |
| North Star Investment Management Corp. | 277 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $22.6K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 295 | $23.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $23.8K | 0.00% | −6−2.0% | Reduced |
| Old Second National Bank of Aurora | 300 | $23.8K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 302 | $24.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 306 | $24.3K | 0.00% | +68+28.6% | Added |
| TD Private Client Wealth LLC | 309 | $24.5K | 0.00% | +3+1.0% | Added |
| Concord Wealth Partners | 310 | $24.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 296 | $25.0K | 0.01% | +296 | New |
| Acadian Asset Management LLC | 321 | $25.0K | 0.00% | −100,313−99.7% | Reduced |
| Traub Capital Management LLC | 331 | $26.3K | 0.02% | +331 | New |
| Capital A Wealth Management, LLC | 338 | $26.6K | 0.30% | +332+5,533.3% | Added |
| American National Bank | 349 | $27.7K | 0.00% | +349 | New |
| TD Capital Management LLC | 357 | $28.3K | 0.00% | +4+1.1% | Added |
| Bell Investment Advisors, Inc | 358 | $28.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $29.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 372 | $29.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 374 | $29.7K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 379 | $30.1K | 0.01% | +378+37,800.0% | Added |
| Quarry LP | 379 | $30.1K | 0.01% | +379 | New |
| GHP Investment Advisors, Inc. | 384 | $30.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $31.3K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $31.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 403 | $32.0K | 0.00% | +56+16.1% | Added |
| Private Wealth Asset Management, LLC | 403 | $32.0K | 0.00% | +250+163.4% | Added |
| Fortitude Family Office, LLC | 406 | $32.2K | 0.01% | −20−4.7% | Reduced |
| Anchor Investment Management, LLC | 414 | $32.9K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 422 | $33.5K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 423 | $33.6K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 447 | $35.5K | 0.00% | +447 | New |
| Paladin Advisory Group, LLC | 449 | $35.7K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 450 | $35.7K | 0.00% | +6+1.4% | Added |
| Catalyst Capital Advisors LLC | 453 | $36.0K | 0.00% | −600−57.0% | Reduced |
| Fortis Group Advisors, LLC | 458 | $36.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 473 | $37.1K | 0.02% | +21+4.6% | Added |
| First Community Trust NA | 476 | $37.8K | 0.03% | −341−41.7% | Reduced |
| Johnson Financial Group, Inc. | 478 | $38.0K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 488 | $38.0K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 499 | $39.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 494 | $39.2K | 0.00% | +14+2.9% | Added |
| Westpac Banking Corp | 511 | $40.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 512 | $40.7K | 0.00% | +45+9.6% | Added |
| Dynamic Wealth Strategies, LLC | 528 | $41.9K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 530 | $42.1K | 0.03% | +28+5.6% | Added |
| Stilwell Value LLC | 547 | $43.4K | 0.02% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 548 | $43.5K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 554 | $44.0K | 0.00% | +86+18.4% | Added |
| ORG Partners LLC | 547 | $44.2K | 0.01% | +39+7.7% | Added |
| Clean Yield Group | 559 | $44.4K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 560 | $44.5K | 0.00% | −118−17.4% | Reduced |
| Onefund, LLC | 565 | $45.0K | 0.03% | +565 | New |
| Motco | 581 | $45.2K | 0.00% | −25−4.1% | Reduced |
| Legacy Bridge, LLC | 570 | $45.3K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 572 | $45.4K | 0.01% | −46−7.4% | Reduced |
| Deseret Mutual Benefit Administrators | 577 | $45.8K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 583 | $46.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $46.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 593 | $47.0K | 0.01% | +5+0.9% | Added |
| Golden State Wealth Management, LLC | 596 | $47.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 604 | $48.0K | 0.00% | +407+206.6% | Added |
| BFSG, LLC | 609 | $48.4K | 0.01% | +18+3.0% | Added |
| MUFG Securities EMEA plc | 620 | $49.2K | 0.00% | +620 | New |
| AdvisorNet Financial, Inc | 625 | $49.6K | 0.00% | +304+94.7% | Added |
| City Holding Co | 635 | $50.4K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 628 | $51.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 646 | $51.3K | 0.00% | +160+32.9% | Added |
| Tompkins Financial Corp | 650 | $51.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 654 | $51.9K | 0.00% | +108+19.8% | Added |
| Pinnacle Financial Partners Inc | 664 | $52.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 679 | $53.9K | 0.01% | +473+229.6% | Added |