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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 13,663 | $1.09M | 0.02% | +663+5.1% | Added |
| Crossmark Global Holdings, Inc. | 13,561 | $1.08M | 0.02% | −497−3.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,542 | $1.08M | 0.10% | +8,170+152.1% | Added |
| Kestra Advisory Services, LLC | 13,483 | $1.07M | 0.01% | +1,762+15.0% | Added |
| Impax Asset Management Group plc | 13,450 | $1.07M | 0.01% | +13,450 | New |
| Resources Investment Advisors, LLC. | 13,406 | $1.06M | 0.01% | −1,238−8.5% | Reduced |
| D.A. Davidson & Co. | 13,238 | $1.05M | 0.01% | +10+0.1% | Added |
| PSI Advisors, LLC | 13,190 | $1.05M | 0.51% | +2,829+27.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,786 | $1.02M | 0.01% | +1,300+11.3% | Added |
| Gulf International Bank (UK) Ltd | 12,727 | $1.01M | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,368 | $982.4K | 0.01% | −685−5.2% | Reduced |
| SG Americas Securities, LLC | 12,304 | $977.0K | 0.00% | +1,130+10.1% | Added |
| Glenmede Investment Management, LP | 12,038 | $956.2K | 0.00% | +12,038 | New |
| Principal Securities, Inc. | 12,007 | $953.7K | 0.02% | +1,623+15.6% | Added |
| Norinchukin Bank, The | 11,933 | $947.8K | 0.01% | +700+6.2% | Added |
| KC Investment Advisors, LLC | 11,882 | $943.8K | 0.33% | −11,160−48.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 11,694 | $928.8K | 0.09% | −10.0% | Reduced |
| CBOE Vest Financial, LLC | 11,659 | $926.1K | 0.01% | +2,326+24.9% | Added |
| Tounjian Advisory Partners, LLC | 10,958 | $924.6K | 0.18% | −146−1.3% | Reduced |
| Farther Finance Advisors, LLC | 11,556 | $917.8K | 0.02% | +783+7.3% | Added |
| Quadrant Capital Group LLC | 11,294 | $897.1K | 0.03% | +4,560+67.7% | Added |
| South Dakota Investment Council | 11,114 | $883.0K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 11,100 | $881.7K | 0.02% | +841+8.2% | Added |
| Ascent Group, LLC | 10,926 | $867.9K | 0.03% | −580−5.0% | Reduced |
| 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 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,839 | $860.9K | 0.00% | +10,839 | New |
| Securian Asset Management, Inc | 10,743 | $853.3K | 0.02% | −300−2.7% | Reduced |
| Legacy Financial Group LLC | 10,713 | $850.9K | 0.12% | +241+2.3% | Added |
| West Bancorporation Inc | 10,610 | $842.8K | 0.53% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,607 | $842.5K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,366 | $823.0K | 0.00% | −3,188−23.5% | Reduced |
| Martin Capital Partners, LLC | 10,278 | $816.0K | 0.32% | +6,919+206.0% | Added |
| Park Edge Advisors, LLC | 10,236 | $813.0K | 0.21% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,221 | $811.9K | 0.01% | −20.0% | Reduced |
| Cresset Asset Management, LLC | 10,152 | $806.4K | 0.00% | −57−0.6% | Reduced |
| ING Groep NV | 10,036 | $797.2K | 0.00% | +537+5.7% | Added |
| Elevated Capital Advisors, LLC | 9,372 | $790.7K | 0.22% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 9,854 | $783.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9,877 | $764.6K | 0.07% | +3,024+44.1% | Added |
| Ausdal Financial Partners, Inc. | 9,621 | $764.2K | 0.05% | −54−0.6% | Reduced |
| QRG Capital Management, Inc. | 9,588 | $761.6K | 0.01% | −2,477−20.5% | Reduced |
| Fifth Third Bancorp | 9,535 | $757.4K | 0.00% | −521−5.2% | Reduced |
| Basepoint Wealth LLC | 9,450 | $750.6K | 0.58% | −87−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,261 | $748.6K | 0.00% | −842−8.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,324 | $741.0K | 0.01% | +2,025+27.7% | Added |
| Holderness Investments Co | 9,248 | $734.6K | 0.16% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,224 | $732.7K | 0.01% | +4,540+96.9% | Added |
| HighPoint Advisor Group LLC | 9,221 | $732.5K | 0.04% | −389−4.0% | Reduced |
| Ieq Capital, LLC | 9,062 | $719.8K | 0.00% | −10,864−54.5% | Reduced |
| Avantax Advisory Services, Inc. | 8,965 | $712.1K | 0.00% | +865+10.7% | Added |
| Argonautica Private Wealth Management, Inc | 8,821 | $700.6K | 0.22% | −421−4.6% | Reduced |
| Warren Averett Asset Management, LLC | 8,787 | $698.0K | 0.01% | +19+0.2% | Added |
| Bessemer Group Inc | 8,763 | $696.0K | 0.00% | −8,232−48.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,761 | $695.9K | 0.02% | +2,062+30.8% | Added |
| Verdence Capital Advisors LLC | 8,639 | $686.2K | 0.05% | +4,276+98.0% | Added |
| IFP Advisors, Inc | 7,974 | $676.7K | 0.02% | −209−2.6% | Reduced |
| Curat Global, LLC | 8,424 | $669.1K | 0.64% | +2,285+37.2% | Added |
| City State Bank | 8,302 | $659.4K | 0.21% | −405−4.7% | Reduced |
| Allworth Financial LP | 8,299 | $659.2K | 0.00% | +362+4.6% | Added |
| MQS Management LLC | 8,271 | $657.0K | 0.36% | +8,271 | New |
| Prudential PLC | 8,232 | $653.9K | 0.00% | +4,151+101.7% | Added |
| Gilbert & Cook, Inc. | 8,176 | $649.4K | 0.09% | +390+5.0% | Added |
| Equitable Holdings, Inc. | 8,138 | $646.4K | 0.01% | +112+1.4% | Added |
| Empirical Finance, LLC | 8,121 | $645.1K | 0.03% | +51+0.6% | Added |
| GWM Advisors LLC | 8,039 | $638.5K | 0.00% | +536+7.1% | Added |
| Assetmark, Inc | 8,037 | $638.4K | 0.00% | +5,659+238.0% | Added |
| Natixis | 7,886 | $626.4K | 0.00% | −29,276−78.8% | Reduced |
| Wolff Financial Management LLC | 7,815 | $621.0K | 0.16% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,702 | $611.8K | 0.02% | −1,088−12.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,626 | $605.7K | 0.00% | −1,047−12.1% | Reduced |
| Plimoth Trust Co LLC | 7,568 | $601.1K | 0.14% | −100−1.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,452 | $591.9K | 0.00% | +930+14.3% | Added |
| Vivid Wealth Management, LLC | 7,440 | $590.9K | 0.26% | +20.0% | Added |
| Tokio Marine Asset Management Co Ltd | 7,413 | $588.8K | 0.02% | +268+3.8% | Added |
| Truist Financial Corp | 7,405 | $588.2K | 0.00% | −1,035−12.3% | Reduced |
| Merit Financial Group, LLC | 7,358 | $584.5K | 0.01% | −1,869−20.3% | Reduced |
| Pinnacle Associates Ltd | 7,276 | $577.9K | 0.01% | −1,395−16.1% | Reduced |
| Park Avenue Securities LLC | 7,146 | $568.0K | 0.01% | −884−11.0% | Reduced |
| Gentry Private Wealth, LLC | 7,099 | $563.9K | 0.43% | +156+2.2% | Added |
| Mokosak Advisory Group, LLC | 7,089 | $563.0K | 0.16% | +63+0.9% | Added |
| Wetherby Asset Management Inc | 7,072 | $561.7K | 0.03% | +7,072 | New |
| Erste Asset Management GmbH | 7,065 | $559.5K | 0.00% | +2,665+60.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $556.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,970 | $553.6K | 0.00% | −262−3.6% | Reduced |
| Carret Asset Management, LLC | 6,948 | $551.9K | 0.06% | −75−1.1% | Reduced |
| Jacobi Capital Management LLC | 6,945 | $551.7K | 0.04% | +671+10.7% | Added |
| Syon Capital LLC | 6,935 | $550.8K | 0.04% | −350−4.8% | Reduced |
| Forum Financial Management, LP | 6,933 | $550.7K | 0.01% | +486+7.5% | Added |
| Argentarii, LLC | 6,906 | $548.5K | 0.25% | −1,240−15.2% | Reduced |
| Vestcor Inc | 6,839 | $543.0K | 0.02% | +2,173+46.6% | Added |
| Hilltop Holdings Inc. | 6,784 | $538.9K | 0.03% | +157+2.4% | Added |
| M&T Bank Corp | 6,781 | $538.2K | 0.00% | −572−7.8% | Reduced |
| Lion Street Advisors, LLC | 6,749 | $536.1K | 0.16% | −1,309−16.2% | Reduced |
| J.W. Cole Advisors, Inc. | 6,635 | $527.0K | 0.01% | +492+8.0% | Added |
| Prosperity Consulting Group, LLC | 6,583 | $522.9K | 0.04% | −329−4.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,579 | $522.6K | 0.01% | −113−1.7% | Reduced |
| Vontobel Holding Ltd. | 6,479 | $514.6K | 0.00% | +377+6.2% | Added |
| Greenleaf Trust | 6,355 | $504.8K | 0.00% | −1,344−17.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,343 | $503.8K | 0.03% | −183−2.8% | Reduced |