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 |
|---|---|---|---|---|---|
| Seeds Investor LLC | 3,092 | $245.6K | 0.06% | −1,135−26.9% | Reduced |
| MBB Public Markets I LLC | 3,142 | $249.6K | 0.03% | −728−18.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,151 | $250.3K | 0.01% | +3,151 | New |
| International Private Wealth Advisors LLC | 3,198 | $254.0K | 0.22% | +56+1.8% | Added |
| Blair William & Co | 3,207 | $254.8K | 0.00% | −282−8.1% | Reduced |
| Brown Advisory Inc | 3,227 | $256.3K | 0.00% | +55+1.7% | Added |
| Blackhawk Capital Partners LLC. | 3,232 | $256.7K | 0.12% | −104−3.1% | Reduced |
| Regal Investment Advisors LLC | 3,243 | $257.6K | 0.02% | −305−8.6% | Reduced |
| Daymark Wealth Partners, LLC | 3,251 | $258.3K | 0.01% | +85+2.7% | Added |
| Chesley Taft & Associates LLC | 3,263 | $259.2K | 0.01% | +2+0.1% | Added |
| Exchange Traded Concepts, LLC | 3,268 | $259.6K | 0.00% | +212+6.9% | Added |
| Huntington National Bank | 3,272 | $259.9K | 0.00% | +214+7.0% | Added |
| 180 Wealth Advisors, LLC | 3,287 | $261.1K | 0.04% | −118−3.5% | Reduced |
| Credit Industriel Et Commercial | 3,293 | $261.6K | 0.04% | +1,289+64.3% | Added |
| Horizon Investments, LLC | 3,309 | $262.8K | 0.00% | +287+9.5% | Added |
| Aptus Capital Advisors, LLC | 3,326 | $264.2K | 0.00% | −214−6.0% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $264.7K | 0.11% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,337 | $265.1K | 0.02% | −155−4.4% | Reduced |
| Concurrent Investment Advisors, LLC | 3,340 | $265.3K | 0.01% | +344+11.5% | Added |
| Lake Street Financial LLC | 3,393 | $269.5K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,335 | $270.3K | 0.01% | +578+21.0% | Added |
| First Citizens Financial Corp | 3,522 | $279.8K | 0.15% | 00.0% | Unchanged |
| Scientech Research LLC | 3,557 | $282.5K | 0.07% | −6,987−66.3% | Reduced |
| Burney Co | 3,585 | $284.8K | 0.01% | −84−2.3% | Reduced |
| Iron Horse Wealth Management, LLC | 3,589 | $285.1K | 0.08% | +120+3.5% | Added |
| Sompo Asset Management Co., Ltd. | 3,590 | $285.2K | 0.05% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,600 | $285.9K | 0.02% | −542−13.1% | Reduced |
| iA Global Asset Management Inc. | 3,607 | $287.0K | 0.00% | −1,555−30.1% | Reduced |
| One Wealth Advisors, LLC | 3,617 | $287.3K | 0.04% | +3,617 | New |
| Atria Investments LLC | 3,618 | $287.3K | 0.00% | −454−11.1% | Reduced |
| Brighton Jones LLC | 3,618 | $287.4K | 0.01% | +189+5.5% | Added |
| Central Pacific Bank - Trust Division | 3,642 | $289.3K | 0.04% | +336+10.2% | Added |
| Gotham Asset Management, LLC | 3,671 | $291.6K | 0.00% | −2,670−42.1% | Reduced |
| Sageworth Trust Co of South Dakota | 3,697 | $293.7K | 0.32% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,741 | $297.1K | 0.03% | +3,741 | New |
| Robinson Smith Wealth Advisors LLC | 3,821 | $303.5K | 0.24% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,861 | $306.8K | 0.00% | +35+0.9% | Added |
| Glaxis Capital Management, LLC | 3,870 | $307.4K | 0.41% | +37+1.0% | Added |
| Skopos Labs, Inc. | 3,878 | $308.0K | 0.04% | +548+16.5% | Added |
| Brinker Capital Investments, LLC | 3,901 | $309.8K | 0.00% | −335−7.9% | Reduced |
| Axq Capital, LP | 3,912 | $310.7K | 0.10% | +3,912 | New |
| Adams Wealth Management | 3,930 | $312.2K | 0.06% | −6,758−63.2% | Reduced |
| CacheTech Inc. | 3,930 | $312.2K | 0.06% | −6,758−63.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,966 | $315.0K | 0.02% | +3,966 | New |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $317.3K | 0.12% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4,035 | $320.5K | 0.01% | +154+4.0% | Added |
| Optima Capital LLC | 4,152 | $329.8K | 0.18% | +4,152 | New |
| Bartlett & Co. Wealth Management LLC | 4,162 | $330.6K | 0.00% | +7+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $332.1K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,203 | $333.9K | 0.00% | −247−5.6% | Reduced |
| AlphaStar Capital Management, LLC | 4,210 | $334.4K | 0.02% | +4,210 | New |
| CIBC Private Wealth Group, LLC | 4,300 | $341.5K | 0.00% | +216+5.3% | Added |
| Buckingham Strategic Partners | 4,319 | $343.0K | 0.00% | −1,115−20.5% | Reduced |
| LifeWealth Investments, LLC | 4,374 | $347.4K | 0.06% | +1,419+48.0% | Added |
| Rexford Capital Inc | 4,456 | $353.9K | 0.29% | +4,456 | New |
| Harbor Capital Advisors, Inc. | 4,457 | $354.0K | 0.01% | −27−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 4,460 | $354.0K | 0.03% | +322+7.8% | Added |
| Teza Capital Management LLC | 4,471 | $355.1K | 0.26% | −13,207−74.7% | Reduced |
| Nilsine Partners, LLC | 4,479 | $355.8K | 0.04% | −115−2.5% | Reduced |
| Csenge Advisory Group | 4,591 | $357.6K | 0.02% | +23+0.5% | Added |
| MUFG Securities Americas Inc. | 4,571 | $363.1K | 0.03% | +846+22.7% | Added |
| Focus Financial Network, Inc. | 4,584 | $364.1K | 0.01% | +1,322+40.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,601 | $366.0K | 0.00% | −2,055−30.9% | Reduced |
| Everence Capital Management Inc | 4,630 | $368.0K | 0.02% | −2,480−34.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,649 | $369.3K | 0.02% | +2,253+94.0% | Added |
| Waldron Private Wealth LLC | 4,656 | $369.8K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,685 | $372.1K | 0.11% | +4,685 | New |
| Callan Family Office, LLC | 4,718 | $374.8K | 0.01% | +4,718 | New |
| Two Sigma Securities, LLC | 4,726 | $375.4K | 0.05% | +4,726 | New |
| HB Wealth Management, LLC | 4,732 | $375.9K | 0.00% | −367−7.2% | Reduced |
| Petrus Trust Company, LTA | 4,765 | $378.5K | 0.04% | +404+9.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,802 | $381.4K | 0.01% | −816−14.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,870 | $386.8K | 0.23% | +4,870 | New |
| ClearAlpha Technologies LP | 4,897 | $389.0K | 1.12% | +4,897 | New |
| Hancock Whitney Corp | 4,907 | $389.8K | 0.01% | −30−0.6% | Reduced |
| Independent Advisor Alliance | 5,018 | $398.5K | 0.01% | +12+0.2% | Added |
| Paradigm Financial Partners, LLC | 5,058 | $401.8K | 0.04% | −563−10.0% | Reduced |
| Twin Capital Management Inc | 5,060 | $401.9K | 0.04% | −47−0.9% | Reduced |
| Impact Partnership Wealth, LLC | 5,064 | $402.2K | 0.07% | +5,064 | New |
| NorthRock Partners, LLC | 5,067 | $402.5K | 0.01% | +429+9.2% | Added |
| Atria Wealth Solutions, Inc. | 5,062 | $403.9K | 0.01% | −26−0.5% | Reduced |
| Gsa Capital Partners LLP | 5,129 | $407.0K | 0.03% | −10,504−67.2% | Reduced |
| Centennial Wealth Advisory LLC | 5,183 | $412.0K | 0.13% | +686+15.3% | Added |
| Benin Management CORP | 5,200 | $413.0K | 0.11% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,209 | $413.8K | 0.02% | +483+10.2% | Added |
| Premier Path Wealth Partners, LLC | 5,217 | $414.4K | 0.06% | −182−3.4% | Reduced |
| Lido Advisors, LLC | 5,277 | $419.2K | 0.00% | +478+10.0% | Added |
| CWA Asset Management Group, LLC | 5,338 | $424.0K | 0.02% | −70−1.3% | Reduced |
| Baader Bank INC | 5,355 | $424.8K | 0.04% | +2,708+102.3% | Added |
| Meeder Advisory Services, Inc. | 5,364 | $426.1K | 0.02% | −577−9.7% | Reduced |
| Alteri Wealth LLC | 5,368 | $426.4K | 0.17% | +1,115+26.2% | Added |
| Apollon Wealth Management, LLC | 5,397 | $428.7K | 0.01% | −326−5.7% | Reduced |
| MML Investors Services, LLC | 5,407 | $429.0K | 0.00% | −27−0.5% | Reduced |
| IHT Wealth Management, LLC | 5,425 | $430.9K | 0.01% | +178+3.4% | Added |
| GAMMA Investing LLC | 5,444 | $432.4K | 0.03% | −230−4.1% | Reduced |
| Investment Management Corp of Ontario | 5,520 | $438.5K | 0.01% | −900−14.0% | Reduced |
| Versor Investments LP | 5,565 | $442.0K | 0.08% | −11,535−67.5% | Reduced |
| Plato Investment Management Ltd | 5,668 | $448.6K | 0.03% | +3+0.1% | Added |
| Chicago Partners Investment Group LLC | 5,550 | $448.9K | 0.01% | +137+2.5% | Added |
| Coldstream Capital Management Inc | 5,766 | $458.0K | 0.01% | −477−7.6% | Reduced |