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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 6,321 | $502.1K | 0.00% | −416−6.2% | Reduced |
| Hilltop National Bank | 6,299 | $500.3K | 0.13% | +6,299 | New |
| Regions Financial Corp | 6,296 | $500.1K | 0.00% | +35+0.6% | Added |
| Venture Visionary Partners LLC | 6,225 | $494.5K | 0.02% | −12−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,200 | $492.5K | 0.01% | −1,849−23.0% | Reduced |
| Romano Brothers and Company | 6,185 | $491.3K | 0.06% | −300−4.6% | Reduced |
| Contravisory Investment Management, Inc. | 6,184 | $491.2K | 0.10% | −23−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,170 | $490.1K | 0.03% | −428−6.5% | Reduced |
| Palisade Asset Management, LLC | 6,116 | $485.8K | 0.05% | −1,046−14.6% | Reduced |
| Capital Investment Advisors, LLC | 6,116 | $485.8K | 0.01% | −117−1.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,075 | $482.6K | 0.04% | −17,486−74.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,934 | $471.3K | 0.00% | −493−7.7% | Reduced |
| Integrity Alliance, LLC. | 5,873 | $466.5K | 0.03% | +297+5.3% | Added |
| Iowa State Bank | 5,768 | $458.2K | 0.09% | −261−4.3% | Reduced |
| Coldstream Capital Management Inc | 5,766 | $458.0K | 0.01% | −477−7.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,550 | $448.9K | 0.01% | +137+2.5% | Added |
| Plato Investment Management Ltd | 5,668 | $448.6K | 0.03% | +3+0.1% | Added |
| Versor Investments LP | 5,565 | $442.0K | 0.08% | −11,535−67.5% | Reduced |
| Investment Management Corp of Ontario | 5,520 | $438.5K | 0.01% | −900−14.0% | Reduced |
| GAMMA Investing LLC | 5,444 | $432.4K | 0.03% | −230−4.1% | Reduced |
| IHT Wealth Management, LLC | 5,425 | $430.9K | 0.01% | +178+3.4% | Added |
| MML Investors Services, LLC | 5,407 | $429.0K | 0.00% | −27−0.5% | Reduced |
| Apollon Wealth Management, LLC | 5,397 | $428.7K | 0.01% | −326−5.7% | Reduced |
| Alteri Wealth LLC | 5,368 | $426.4K | 0.17% | +1,115+26.2% | Added |
| Meeder Advisory Services, Inc. | 5,364 | $426.1K | 0.02% | −577−9.7% | Reduced |
| Baader Bank INC | 5,355 | $424.8K | 0.04% | +2,708+102.3% | Added |
| CWA Asset Management Group, LLC | 5,338 | $424.0K | 0.02% | −70−1.3% | Reduced |
| Lido Advisors, LLC | 5,277 | $419.2K | 0.00% | +478+10.0% | Added |
| Premier Path Wealth Partners, LLC | 5,217 | $414.4K | 0.06% | −182−3.4% | Reduced |
| Belpointe Asset Management LLC | 5,209 | $413.8K | 0.02% | +483+10.2% | Added |
| Benin Management CORP | 5,200 | $413.0K | 0.11% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 5,183 | $412.0K | 0.13% | +686+15.3% | Added |
| Gsa Capital Partners LLP | 5,129 | $407.0K | 0.03% | −10,504−67.2% | Reduced |
| Atria Wealth Solutions, Inc. | 5,062 | $403.9K | 0.01% | −26−0.5% | Reduced |
| NorthRock Partners, LLC | 5,067 | $402.5K | 0.01% | +429+9.2% | Added |
| Impact Partnership Wealth, LLC | 5,064 | $402.2K | 0.07% | +5,064 | New |
| Twin Capital Management Inc | 5,060 | $401.9K | 0.04% | −47−0.9% | Reduced |
| Paradigm Financial Partners, LLC | 5,058 | $401.8K | 0.04% | −563−10.0% | Reduced |
| Independent Advisor Alliance | 5,018 | $398.5K | 0.01% | +12+0.2% | Added |
| Hancock Whitney Corp | 4,907 | $389.8K | 0.01% | −30−0.6% | Reduced |
| ClearAlpha Technologies LP | 4,897 | $389.0K | 1.12% | +4,897 | New |
| Asahi Life Asset Management Co., Ltd. | 4,870 | $386.8K | 0.23% | +4,870 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,802 | $381.4K | 0.01% | −816−14.5% | Reduced |
| Petrus Trust Company, LTA | 4,765 | $378.5K | 0.04% | +404+9.3% | Added |
| HB Wealth Management, LLC | 4,732 | $375.9K | 0.00% | −367−7.2% | Reduced |
| Two Sigma Securities, LLC | 4,726 | $375.4K | 0.05% | +4,726 | New |
| Callan Family Office, LLC | 4,718 | $374.8K | 0.01% | +4,718 | New |
| Blueshift Asset Management, LLC | 4,685 | $372.1K | 0.11% | +4,685 | New |
| Waldron Private Wealth LLC | 4,656 | $369.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,649 | $369.3K | 0.02% | +2,253+94.0% | Added |
| Everence Capital Management Inc | 4,630 | $368.0K | 0.02% | −2,480−34.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,601 | $366.0K | 0.00% | −2,055−30.9% | Reduced |
| Focus Financial Network, Inc. | 4,584 | $364.1K | 0.01% | +1,322+40.5% | Added |
| MUFG Securities Americas Inc. | 4,571 | $363.1K | 0.03% | +846+22.7% | Added |
| Csenge Advisory Group | 4,591 | $357.6K | 0.02% | +23+0.5% | Added |
| Nilsine Partners, LLC | 4,479 | $355.8K | 0.04% | −115−2.5% | Reduced |
| Teza Capital Management LLC | 4,471 | $355.1K | 0.26% | −13,207−74.7% | Reduced |
| 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 |
| Rexford Capital Inc | 4,456 | $353.9K | 0.29% | +4,456 | New |
| LifeWealth Investments, LLC | 4,374 | $347.4K | 0.06% | +1,419+48.0% | Added |
| Buckingham Strategic Partners | 4,319 | $343.0K | 0.00% | −1,115−20.5% | Reduced |
| CIBC Private Wealth Group, LLC | 4,300 | $341.5K | 0.00% | +216+5.3% | Added |
| AlphaStar Capital Management, LLC | 4,210 | $334.4K | 0.02% | +4,210 | New |
| Benjamin Edwards Inc | 4,203 | $333.9K | 0.00% | −247−5.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,182 | $332.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,162 | $330.6K | 0.00% | +7+0.2% | Added |
| Optima Capital LLC | 4,152 | $329.8K | 0.18% | +4,152 | New |
| Sagespring Wealth Partners, LLC | 4,035 | $320.5K | 0.01% | +154+4.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $317.3K | 0.12% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,966 | $315.0K | 0.02% | +3,966 | 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 |
| Axq Capital, LP | 3,912 | $310.7K | 0.10% | +3,912 | New |
| Brinker Capital Investments, LLC | 3,901 | $309.8K | 0.00% | −335−7.9% | Reduced |
| Skopos Labs, Inc. | 3,878 | $308.0K | 0.04% | +548+16.5% | Added |
| Glaxis Capital Management, LLC | 3,870 | $307.4K | 0.41% | +37+1.0% | Added |
| Stratos Wealth Partners, LTD. | 3,861 | $306.8K | 0.00% | +35+0.9% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $303.5K | 0.24% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,741 | $297.1K | 0.03% | +3,741 | New |
| Sageworth Trust Co of South Dakota | 3,697 | $293.7K | 0.32% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,671 | $291.6K | 0.00% | −2,670−42.1% | Reduced |
| Central Pacific Bank - Trust Division | 3,642 | $289.3K | 0.04% | +336+10.2% | Added |
| Brighton Jones LLC | 3,618 | $287.4K | 0.01% | +189+5.5% | Added |
| Atria Investments LLC | 3,618 | $287.3K | 0.00% | −454−11.1% | Reduced |
| One Wealth Advisors, LLC | 3,617 | $287.3K | 0.04% | +3,617 | New |
| iA Global Asset Management Inc. | 3,607 | $287.0K | 0.00% | −1,555−30.1% | Reduced |
| Sonora Investment Management Group, LLC | 3,600 | $285.9K | 0.02% | −542−13.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,590 | $285.2K | 0.05% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,589 | $285.1K | 0.08% | +120+3.5% | Added |
| Burney Co | 3,585 | $284.8K | 0.01% | −84−2.3% | Reduced |
| Scientech Research LLC | 3,557 | $282.5K | 0.07% | −6,987−66.3% | Reduced |
| First Citizens Financial Corp | 3,522 | $279.8K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,335 | $270.3K | 0.01% | +578+21.0% | Added |
| Lake Street Financial LLC | 3,393 | $269.5K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,340 | $265.3K | 0.01% | +344+11.5% | Added |
| Checchi Capital Advisers, LLC | 3,337 | $265.1K | 0.02% | −155−4.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $264.7K | 0.11% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,326 | $264.2K | 0.00% | −214−6.0% | Reduced |
| Horizon Investments, LLC | 3,309 | $262.8K | 0.00% | +287+9.5% | Added |