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 |
|---|---|---|---|---|---|
| Credit Industriel Et Commercial | 3,293 | $261.6K | 0.04% | +1,289+64.3% | Added |
| 180 Wealth Advisors, LLC | 3,287 | $261.1K | 0.04% | −118−3.5% | Reduced |
| Huntington National Bank | 3,272 | $259.9K | 0.00% | +214+7.0% | Added |
| Exchange Traded Concepts, LLC | 3,268 | $259.6K | 0.00% | +212+6.9% | Added |
| Chesley Taft & Associates LLC | 3,263 | $259.2K | 0.01% | +2+0.1% | Added |
| Daymark Wealth Partners, LLC | 3,251 | $258.3K | 0.01% | +85+2.7% | Added |
| Regal Investment Advisors LLC | 3,243 | $257.6K | 0.02% | −305−8.6% | Reduced |
| Blackhawk Capital Partners LLC. | 3,232 | $256.7K | 0.12% | −104−3.1% | Reduced |
| Brown Advisory Inc | 3,227 | $256.3K | 0.00% | +55+1.7% | Added |
| Blair William & Co | 3,207 | $254.8K | 0.00% | −282−8.1% | Reduced |
| International Private Wealth Advisors LLC | 3,198 | $254.0K | 0.22% | +56+1.8% | Added |
| Ashton Thomas Private Wealth, LLC | 3,151 | $250.3K | 0.01% | +3,151 | New |
| MBB Public Markets I LLC | 3,142 | $249.6K | 0.03% | −728−18.8% | Reduced |
| Seeds Investor LLC | 3,092 | $245.6K | 0.06% | −1,135−26.9% | Reduced |
| Rothschild Investment LLC | 3,084 | $245.0K | 0.02% | +14+0.5% | Added |
| Keybank National Association | 3,083 | $244.9K | 0.00% | −256−7.7% | Reduced |
| Resolute Wealth Strategies, LLC | 3,058 | $242.9K | 0.13% | +15+0.5% | Added |
| Renaissance Group LLC | 3,057 | $242.8K | 0.01% | −398−11.5% | Reduced |
| Rockland Trust Co | 3,046 | $241.9K | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,003 | $238.5K | 0.03% | −6−0.2% | Reduced |
| Security National Bank of So Dak | 3,000 | $238.3K | 0.13% | −121−3.9% | Reduced |
| Glassy Mountain Advisors, Inc. | 3,000 | $238.3K | 0.08% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,998 | $238.1K | 0.05% | +2,998 | New |
| RIA Advisory Group LLC | 2,981 | $236.8K | 0.07% | +7+0.2% | Added |
| Tower Research Capital LLC (TRC) | 2,958 | $235.0K | 0.01% | −4,990−62.8% | Reduced |
| Wedmont Private Capital | 2,886 | $233.4K | 0.01% | −223−7.2% | Reduced |
| Busey Wealth Management | 2,907 | $230.9K | 0.01% | −5−0.2% | Reduced |
| Farmers & Merchants Investments Inc | 2,905 | $230.7K | 0.01% | −718−19.8% | Reduced |
| Brookstone Capital Management | 2,904 | $230.6K | 0.00% | +39+1.4% | Added |
| DRW Securities, LLC | 2,903 | $230.6K | 0.02% | +2,903 | New |
| Apella Capital, LLC | 2,851 | $228.6K | 0.01% | +2,851 | New |
| VisionPoint Advisory Group, LLC | 2,849 | $226.3K | 0.05% | +387+15.7% | Added |
| Summit Trail Advisors, LLC | 2,847 | $226.1K | 0.00% | +2,847 | New |
| Nicolet Bankshares Inc | 2,845 | $226.0K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,798 | $222.2K | 0.00% | +3+0.1% | Added |
| Vise Technologies, Inc. | 2,791 | $221.7K | 0.01% | +2,791 | New |
| Park National Corp | 2,787 | $221.4K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,721 | $216.1K | 0.01% | −22−0.8% | Reduced |
| Kinloch Capital, LLC | 2,675 | $212.5K | 0.10% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,673 | $212.3K | 0.06% | −14−0.5% | Reduced |
| Leavell Investment Management, Inc. | 2,671 | $212.2K | 0.01% | −22−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 2,666 | $211.8K | 0.01% | −3−0.1% | Reduced |
| Banco Santander, S.A. | 2,639 | $209.6K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,622 | $208.3K | 0.01% | −83−3.1% | Reduced |
| Beacon Financial Group | 2,620 | $208.1K | 0.02% | −105−3.9% | Reduced |
| CX Institutional | 2,623 | $208.0K | 0.01% | +395+17.7% | Added |
| Signal Advisors Wealth, LLC | 2,617 | $207.9K | 0.02% | +2,617 | New |
| Whittier Trust Co | 2,592 | $205.9K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,577 | $204.7K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,574 | $204.5K | 0.02% | +2,574 | New |
| SageView Advisory Group, LLC | 2,538 | $204.0K | 0.01% | −237−8.5% | Reduced |
| AXA S.A. | 2,553 | $202.8K | 0.00% | +2,553 | New |
| Valeo Financial Advisors, LLC | 2,533 | $201.2K | 0.00% | +2,533 | New |
| TSFG, LLC | 2,524 | $201.0K | 0.04% | +23+0.9% | Added |
| First Nebraska Trust Co | 2,529 | $200.9K | 0.02% | −20−0.8% | Reduced |
| Signaturefd, LLC | 2,443 | $194.0K | 0.00% | −102−4.0% | Reduced |
| State of Wyoming | 2,415 | $191.8K | 0.02% | +252+11.7% | Added |
| Umb Bank N A | 2,314 | $183.8K | 0.00% | −754−24.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,278 | $180.9K | 0.01% | +1,117+96.2% | Added |
| Ameritas Investment Partners, Inc. | 2,270 | $180.3K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,830 | $145.4K | 0.03% | −40−2.1% | Reduced |
| Capital Analysts, LLC | 1,809 | $144.0K | 0.00% | +151+9.1% | Added |
| Harbour Investments, Inc. | 1,809 | $143.7K | 0.00% | −24−1.3% | Reduced |
| Silvant Capital Management LLC | 1,747 | $138.8K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,720 | $137.0K | 0.00% | +1,720 | New |
| Smartleaf Asset Management LLC | 1,706 | $135.1K | 0.01% | −734−30.1% | Reduced |
| Ameritas Advisory Services, LLC | 1,697 | $134.8K | 0.01% | +1,697 | New |
| Central Trust Co | 1,680 | $133.4K | 0.00% | −50−2.9% | Reduced |
| Geneos Wealth Management Inc. | 1,679 | $133.4K | 0.00% | −210−11.1% | Reduced |
| Parallel Advisors, LLC | 1,674 | $132.9K | 0.00% | −519−23.7% | Reduced |
| Global Retirement Partners, LLC | 1,633 | $129.7K | 0.00% | +1,633 | New |
| Harbor Investment Advisory, LLC | 1,576 | $125.2K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,575 | $125.1K | 0.00% | −118,221−98.7% | Reduced |
| LGT Financial Advisors LLC | 1,535 | $121.9K | 0.31% | +17+1.1% | Added |
| Larson Financial Group LLC | 1,514 | $120.2K | 0.00% | +832+122.0% | Added |
| SRS Capital Advisors, Inc. | 1,467 | $116.5K | 0.01% | +350+31.3% | Added |
| JNBA Financial Advisors | 1,432 | $113.7K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,428 | $113.4K | 0.01% | −192−11.9% | Reduced |
| Hills Bank & Trust Co | 1,402 | $111.4K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,366 | $108.5K | 0.00% | +77+6.0% | Added |
| Raiffeisen Bank International AG | 1,380 | $106.3K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 1,294 | $102.8K | 0.05% | +213+19.7% | Added |
| Manchester Capital Management LLC | 1,273 | $101.1K | 0.01% | +3+0.2% | Added |
| Spire Wealth Management | 1,258 | $99.9K | 0.00% | +867+221.7% | Added |
| Clarity Asset Management, Inc. | 1,233 | $97.9K | 0.06% | +5+0.4% | Added |
| JFS Wealth Advisors, LLC | 1,228 | $97.5K | 0.01% | −116−8.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,202 | $95.0K | 0.01% | −30−2.4% | Reduced |
| Richardson Financial Services Inc. | 1,150 | $93.0K | 0.06% | +10+0.9% | Added |
| Versant Capital Management, Inc | 1,143 | $90.8K | 0.01% | −402−26.0% | Reduced |
| Olistico Wealth, LLC | 1,137 | $90.3K | 0.05% | +11+1.0% | Added |
| CVA Family Office, LLC | 1,122 | $89.1K | 0.01% | +89+8.6% | Added |
| CoreCap Advisors, LLC | 1,102 | $87.5K | 0.00% | −3−0.3% | Reduced |
| Ofi Invest Asset Management | 1,222 | $82.7K | 0.00% | +1,222 | New |
| RMG Wealth Management LLC | 992 | $80.4K | 0.01% | +992 | New |
| Pingora Partners LLC | 1,000 | $79.4K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 965 | $76.7K | 0.00% | −38−3.8% | Reduced |
| Security National Bank | 960 | $76.3K | 0.01% | −1,835−65.7% | Reduced |
| Pinnacle Bancorp, Inc. | 951 | $75.5K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $75.5K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 938 | $74.5K | 0.01% | +938 | New |