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 |
|---|---|---|---|---|---|
| Iowa State Bank | 5,768 | $458.2K | 0.09% | −261−4.3% | Reduced |
| Integrity Alliance, LLC. | 5,873 | $466.5K | 0.03% | +297+5.3% | Added |
| Kovitz Investment Group Partners, LLC | 5,934 | $471.3K | 0.00% | −493−7.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,075 | $482.6K | 0.04% | −17,486−74.2% | Reduced |
| Capital Investment Advisors, LLC | 6,116 | $485.8K | 0.01% | −117−1.9% | Reduced |
| Palisade Asset Management, LLC | 6,116 | $485.8K | 0.05% | −1,046−14.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,170 | $490.1K | 0.03% | −428−6.5% | Reduced |
| Contravisory Investment Management, Inc. | 6,184 | $491.2K | 0.10% | −23−0.4% | Reduced |
| Romano Brothers and Company | 6,185 | $491.3K | 0.06% | −300−4.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,200 | $492.5K | 0.01% | −1,849−23.0% | Reduced |
| Venture Visionary Partners LLC | 6,225 | $494.5K | 0.02% | −12−0.2% | Reduced |
| Regions Financial Corp | 6,296 | $500.1K | 0.00% | +35+0.6% | Added |
| Hilltop National Bank | 6,299 | $500.3K | 0.13% | +6,299 | New |
| United Capital Financial Advisers, LLC | 6,321 | $502.1K | 0.00% | −416−6.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,343 | $503.8K | 0.03% | −183−2.8% | Reduced |
| Greenleaf Trust | 6,355 | $504.8K | 0.00% | −1,344−17.5% | Reduced |
| Vontobel Holding Ltd. | 6,479 | $514.6K | 0.00% | +377+6.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,579 | $522.6K | 0.01% | −113−1.7% | Reduced |
| Prosperity Consulting Group, LLC | 6,583 | $522.9K | 0.04% | −329−4.8% | Reduced |
| J.W. Cole Advisors, Inc. | 6,635 | $527.0K | 0.01% | +492+8.0% | Added |
| Lion Street Advisors, LLC | 6,749 | $536.1K | 0.16% | −1,309−16.2% | Reduced |
| M&T Bank Corp | 6,781 | $538.2K | 0.00% | −572−7.8% | Reduced |
| Hilltop Holdings Inc. | 6,784 | $538.9K | 0.03% | +157+2.4% | Added |
| Vestcor Inc | 6,839 | $543.0K | 0.02% | +2,173+46.6% | Added |
| Argentarii, LLC | 6,906 | $548.5K | 0.25% | −1,240−15.2% | Reduced |
| Forum Financial Management, LP | 6,933 | $550.7K | 0.01% | +486+7.5% | Added |
| Syon Capital LLC | 6,935 | $550.8K | 0.04% | −350−4.8% | Reduced |
| Jacobi Capital Management LLC | 6,945 | $551.7K | 0.04% | +671+10.7% | Added |
| Carret Asset Management, LLC | 6,948 | $551.9K | 0.06% | −75−1.1% | Reduced |
| Guggenheim Capital LLC | 6,970 | $553.6K | 0.00% | −262−3.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $556.0K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 7,065 | $559.5K | 0.00% | +2,665+60.6% | Added |
| Wetherby Asset Management Inc | 7,072 | $561.7K | 0.03% | +7,072 | New |
| Mokosak Advisory Group, LLC | 7,089 | $563.0K | 0.16% | +63+0.9% | Added |
| Gentry Private Wealth, LLC | 7,099 | $563.9K | 0.43% | +156+2.2% | Added |
| Park Avenue Securities LLC | 7,146 | $568.0K | 0.01% | −884−11.0% | Reduced |
| Pinnacle Associates Ltd | 7,276 | $577.9K | 0.01% | −1,395−16.1% | Reduced |
| Merit Financial Group, LLC | 7,358 | $584.5K | 0.01% | −1,869−20.3% | Reduced |
| Truist Financial Corp | 7,405 | $588.2K | 0.00% | −1,035−12.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,413 | $588.8K | 0.02% | +268+3.8% | Added |
| Vivid Wealth Management, LLC | 7,440 | $590.9K | 0.26% | +20.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,452 | $591.9K | 0.00% | +930+14.3% | Added |
| Plimoth Trust Co LLC | 7,568 | $601.1K | 0.14% | −100−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,626 | $605.7K | 0.00% | −1,047−12.1% | Reduced |
| Metis Global Partners, LLC | 7,702 | $611.8K | 0.02% | −1,088−12.4% | Reduced |
| Wolff Financial Management LLC | 7,815 | $621.0K | 0.16% | 00.0% | Unchanged |
| Natixis | 7,886 | $626.4K | 0.00% | −29,276−78.8% | Reduced |
| Assetmark, Inc | 8,037 | $638.4K | 0.00% | +5,659+238.0% | Added |
| GWM Advisors LLC | 8,039 | $638.5K | 0.00% | +536+7.1% | Added |
| Empirical Finance, LLC | 8,121 | $645.1K | 0.03% | +51+0.6% | Added |
| Equitable Holdings, Inc. | 8,138 | $646.4K | 0.01% | +112+1.4% | Added |
| Gilbert & Cook, Inc. | 8,176 | $649.4K | 0.09% | +390+5.0% | Added |
| Prudential PLC | 8,232 | $653.9K | 0.00% | +4,151+101.7% | Added |
| MQS Management LLC | 8,271 | $657.0K | 0.36% | +8,271 | New |
| Allworth Financial LP | 8,299 | $659.2K | 0.00% | +362+4.6% | Added |
| City State Bank | 8,302 | $659.4K | 0.21% | −405−4.7% | Reduced |
| Curat Global, LLC | 8,424 | $669.1K | 0.64% | +2,285+37.2% | Added |
| IFP Advisors, Inc | 7,974 | $676.7K | 0.02% | −209−2.6% | Reduced |
| Verdence Capital Advisors LLC | 8,639 | $686.2K | 0.05% | +4,276+98.0% | Added |
| Meiji Yasuda Life Insurance Co | 8,761 | $695.9K | 0.02% | +2,062+30.8% | Added |
| Bessemer Group Inc | 8,763 | $696.0K | 0.00% | −8,232−48.4% | Reduced |
| Warren Averett Asset Management, LLC | 8,787 | $698.0K | 0.01% | +19+0.2% | Added |
| Argonautica Private Wealth Management, Inc | 8,821 | $700.6K | 0.22% | −421−4.6% | Reduced |
| Avantax Advisory Services, Inc. | 8,965 | $712.1K | 0.00% | +865+10.7% | Added |
| Ieq Capital, LLC | 9,062 | $719.8K | 0.00% | −10,864−54.5% | Reduced |
| HighPoint Advisor Group LLC | 9,221 | $732.5K | 0.04% | −389−4.0% | Reduced |
| Sequoia Financial Advisors, LLC | 9,224 | $732.7K | 0.01% | +4,540+96.9% | Added |
| Holderness Investments Co | 9,248 | $734.6K | 0.16% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 9,324 | $741.0K | 0.01% | +2,025+27.7% | Added |
| Allspring Global Investments Holdings, LLC | 9,261 | $748.6K | 0.00% | −842−8.3% | Reduced |
| Basepoint Wealth LLC | 9,450 | $750.6K | 0.58% | −87−0.9% | Reduced |
| Fifth Third Bancorp | 9,535 | $757.4K | 0.00% | −521−5.2% | Reduced |
| QRG Capital Management, Inc. | 9,588 | $761.6K | 0.01% | −2,477−20.5% | Reduced |
| Ausdal Financial Partners, Inc. | 9,621 | $764.2K | 0.05% | −54−0.6% | Reduced |
| Sunbelt Securities, Inc. | 9,877 | $764.6K | 0.07% | +3,024+44.1% | Added |
| New Mexico Educational Retirement Board | 9,854 | $783.0K | 0.03% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 9,372 | $790.7K | 0.22% | 00.0% | Unchanged |
| ING Groep NV | 10,036 | $797.2K | 0.00% | +537+5.7% | Added |
| Cresset Asset Management, LLC | 10,152 | $806.4K | 0.00% | −57−0.6% | Reduced |
| EP Wealth Advisors, LLC | 10,221 | $811.9K | 0.01% | −20.0% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $813.0K | 0.21% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 10,278 | $816.0K | 0.32% | +6,919+206.0% | Added |
| Handelsbanken Fonder AB | 10,366 | $823.0K | 0.00% | −3,188−23.5% | Reduced |
| Maryland State Retirement & Pension System | 10,607 | $842.5K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 10,610 | $842.8K | 0.53% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 10,713 | $850.9K | 0.12% | +241+2.3% | Added |
| Securian Asset Management, Inc | 10,743 | $853.3K | 0.02% | −300−2.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,839 | $860.9K | 0.00% | +10,839 | New |
| Louisiana State Employees Retirement System | 10,900 | $865.8K | 0.02% | −400−3.5% | Reduced |
| E. Ohman J:or Asset Management AB | 10,900 | $865.8K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 10,926 | $867.9K | 0.03% | −580−5.0% | Reduced |
| Modern Wealth Management, LLC | 11,100 | $881.7K | 0.02% | +841+8.2% | Added |
| South Dakota Investment Council | 11,114 | $883.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11,294 | $897.1K | 0.03% | +4,560+67.7% | Added |
| Farther Finance Advisors, LLC | 11,556 | $917.8K | 0.02% | +783+7.3% | Added |
| Tounjian Advisory Partners, LLC | 10,958 | $924.6K | 0.18% | −146−1.3% | Reduced |
| CBOE Vest Financial, LLC | 11,659 | $926.1K | 0.01% | +2,326+24.9% | Added |
| Transamerica Financial Advisors, Inc. | 11,694 | $928.8K | 0.09% | −10.0% | Reduced |
| KC Investment Advisors, LLC | 11,882 | $943.8K | 0.33% | −11,160−48.4% | Reduced |
| Norinchukin Bank, The | 11,933 | $947.8K | 0.01% | +700+6.2% | Added |