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 |
|---|---|---|---|---|---|
| WFA Asset Management Corp | 688 | $54.0K | 0.03% | +4+0.6% | Added |
| Godsey & Gibb Associates | 700 | $55.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 700 | $55.6K | 0.03% | +696+17,400.0% | Added |
| Bokf, NA | 715 | $56.8K | 0.00% | −981−57.8% | Reduced |
| Stephens Consulting, LLC | 726 | $57.7K | 0.01% | +1+0.1% | Added |
| Covestor Ltd | 757 | $60.0K | 0.04% | +79+11.7% | Added |
| Clearstead Advisors, LLC | 767 | $60.9K | 0.00% | +112+17.1% | Added |
| Private Trust Co NA | 768 | $61.0K | 0.01% | +430+127.2% | Added |
| Binnacle Investments Inc | 769 | $61.1K | 0.04% | 00.0% | Unchanged |
| Essential Partners LLC | 862 | $68.5K | 0.03% | +862 | New |
| First Command Advisory Services, Inc. | 864 | $68.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 871 | $69.2K | 0.01% | +31+3.7% | Added |
| TCTC Holdings, LLC | 875 | $69.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 881 | $70.0K | 0.00% | −72−7.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 938 | $74.5K | 0.01% | +938 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $75.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $75.5K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 960 | $76.3K | 0.01% | −1,835−65.7% | Reduced |
| Ronald Blue Trust, Inc. | 965 | $76.7K | 0.00% | −38−3.8% | Reduced |
| Pingora Partners LLC | 1,000 | $79.4K | 0.06% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 992 | $80.4K | 0.01% | +992 | New |
| Ofi Invest Asset Management | 1,222 | $82.7K | 0.00% | +1,222 | New |
| CoreCap Advisors, LLC | 1,102 | $87.5K | 0.00% | −3−0.3% | Reduced |
| CVA Family Office, LLC | 1,122 | $89.1K | 0.01% | +89+8.6% | Added |
| Olistico Wealth, LLC | 1,137 | $90.3K | 0.05% | +11+1.0% | Added |
| Versant Capital Management, Inc | 1,143 | $90.8K | 0.01% | −402−26.0% | Reduced |
| Richardson Financial Services Inc. | 1,150 | $93.0K | 0.06% | +10+0.9% | Added |
| Capital Advisors, Ltd. LLC | 1,202 | $95.0K | 0.01% | −30−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 1,228 | $97.5K | 0.01% | −116−8.6% | Reduced |
| Clarity Asset Management, Inc. | 1,233 | $97.9K | 0.06% | +5+0.4% | Added |
| Spire Wealth Management | 1,258 | $99.9K | 0.00% | +867+221.7% | Added |
| Manchester Capital Management LLC | 1,273 | $101.1K | 0.01% | +3+0.2% | Added |
| Compass Financial Services Inc | 1,294 | $102.8K | 0.05% | +213+19.7% | Added |
| Raiffeisen Bank International AG | 1,380 | $106.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,366 | $108.5K | 0.00% | +77+6.0% | Added |
| Hills Bank & Trust Co | 1,402 | $111.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,428 | $113.4K | 0.01% | −192−11.9% | Reduced |
| JNBA Financial Advisors | 1,432 | $113.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,467 | $116.5K | 0.01% | +350+31.3% | Added |
| Larson Financial Group LLC | 1,514 | $120.2K | 0.00% | +832+122.0% | Added |
| LGT Financial Advisors LLC | 1,535 | $121.9K | 0.31% | +17+1.1% | Added |
| Ossiam | 1,575 | $125.1K | 0.00% | −118,221−98.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,576 | $125.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,633 | $129.7K | 0.00% | +1,633 | New |
| Parallel Advisors, LLC | 1,674 | $132.9K | 0.00% | −519−23.7% | Reduced |
| Geneos Wealth Management Inc. | 1,679 | $133.4K | 0.00% | −210−11.1% | Reduced |
| Central Trust Co | 1,680 | $133.4K | 0.00% | −50−2.9% | Reduced |
| Ameritas Advisory Services, LLC | 1,697 | $134.8K | 0.01% | +1,697 | New |
| Smartleaf Asset Management LLC | 1,706 | $135.1K | 0.01% | −734−30.1% | Reduced |
| Van Eck Associates Corp | 1,720 | $137.0K | 0.00% | +1,720 | New |
| Silvant Capital Management LLC | 1,747 | $138.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,809 | $143.7K | 0.00% | −24−1.3% | Reduced |
| Capital Analysts, LLC | 1,809 | $144.0K | 0.00% | +151+9.1% | Added |
| West Financial Advisors, LLC | 1,830 | $145.4K | 0.03% | −40−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,270 | $180.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,278 | $180.9K | 0.01% | +1,117+96.2% | Added |
| Umb Bank N A | 2,314 | $183.8K | 0.00% | −754−24.6% | Reduced |
| State of Wyoming | 2,415 | $191.8K | 0.02% | +252+11.7% | Added |
| Signaturefd, LLC | 2,443 | $194.0K | 0.00% | −102−4.0% | Reduced |
| First Nebraska Trust Co | 2,529 | $200.9K | 0.02% | −20−0.8% | Reduced |
| TSFG, LLC | 2,524 | $201.0K | 0.04% | +23+0.9% | Added |
| Valeo Financial Advisors, LLC | 2,533 | $201.2K | 0.00% | +2,533 | New |
| AXA S.A. | 2,553 | $202.8K | 0.00% | +2,553 | New |
| SageView Advisory Group, LLC | 2,538 | $204.0K | 0.01% | −237−8.5% | Reduced |
| FORA Capital, LLC | 2,574 | $204.5K | 0.02% | +2,574 | New |
| Sageworth Trust Co | 2,577 | $204.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,592 | $205.9K | 0.00% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,617 | $207.9K | 0.02% | +2,617 | New |
| CX Institutional | 2,623 | $208.0K | 0.01% | +395+17.7% | Added |
| Beacon Financial Group | 2,620 | $208.1K | 0.02% | −105−3.9% | Reduced |
| HBK Sorce Advisory LLC | 2,622 | $208.3K | 0.01% | −83−3.1% | Reduced |
| Banco Santander, S.A. | 2,639 | $209.6K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,666 | $211.8K | 0.01% | −3−0.1% | Reduced |
| Leavell Investment Management, Inc. | 2,671 | $212.2K | 0.01% | −22−0.8% | Reduced |
| Westmount Partners, LLC | 2,673 | $212.3K | 0.06% | −14−0.5% | Reduced |
| Kinloch Capital, LLC | 2,675 | $212.5K | 0.10% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,721 | $216.1K | 0.01% | −22−0.8% | Reduced |
| Park National Corp | 2,787 | $221.4K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,791 | $221.7K | 0.01% | +2,791 | New |
| Ballentine Partners, LLC | 2,798 | $222.2K | 0.00% | +3+0.1% | Added |
| Nicolet Bankshares Inc | 2,845 | $226.0K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,847 | $226.1K | 0.00% | +2,847 | New |
| VisionPoint Advisory Group, LLC | 2,849 | $226.3K | 0.05% | +387+15.7% | Added |
| Apella Capital, LLC | 2,851 | $228.6K | 0.01% | +2,851 | New |
| DRW Securities, LLC | 2,903 | $230.6K | 0.02% | +2,903 | New |
| Brookstone Capital Management | 2,904 | $230.6K | 0.00% | +39+1.4% | Added |
| Farmers & Merchants Investments Inc | 2,905 | $230.7K | 0.01% | −718−19.8% | Reduced |
| Busey Wealth Management | 2,907 | $230.9K | 0.01% | −5−0.2% | Reduced |
| Wedmont Private Capital | 2,886 | $233.4K | 0.01% | −223−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,958 | $235.0K | 0.01% | −4,990−62.8% | Reduced |
| RIA Advisory Group LLC | 2,981 | $236.8K | 0.07% | +7+0.2% | Added |
| Patton Fund Management, Inc. | 2,998 | $238.1K | 0.05% | +2,998 | New |
| Security National Bank of So Dak | 3,000 | $238.3K | 0.13% | −121−3.9% | Reduced |
| Glassy Mountain Advisors, Inc. | 3,000 | $238.3K | 0.08% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,003 | $238.5K | 0.03% | −6−0.2% | Reduced |
| Rockland Trust Co | 3,046 | $241.9K | 0.01% | 00.0% | Unchanged |
| Renaissance Group LLC | 3,057 | $242.8K | 0.01% | −398−11.5% | Reduced |
| Resolute Wealth Strategies, LLC | 3,058 | $242.9K | 0.13% | +15+0.5% | Added |
| Keybank National Association | 3,083 | $244.9K | 0.00% | −256−7.7% | Reduced |
| Rothschild Investment LLC | 3,084 | $245.0K | 0.02% | +14+0.5% | Added |