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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
Caitong International Asset Management Co., Ltd0$00.00%−81−100.0%Sold out
Rakuten Securities, Inc.0$00.00%−65−100.0%Sold out
Peoples Bank0$00.00%−50−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−29−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−27−100.0%Sold out
Optiver Holding B.V.0$00.00%−24−100.0%Sold out
Clark Wealth Partners0$00.00%−16−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−14−100.0%Sold out
Greenline Partners, LLC0$00.00%−11−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−10−100.0%Sold out
Creative Financial Designs Inc0$00.00%−5−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−4−100.0%Sold out
Highline Wealth Partners LLC0$00.00%−2−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−1−100.0%Sold out
Credit Agricole S A––––Not filed
Unigestion Holding SA––––Not filed
Proquility Private Wealth Partners, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Mizuho Securities USA LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed
Davis Capital Management––––Not filed