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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 881 | $70.0K | 0.00% | −72−7.6% | Reduced |
| TCTC Holdings, LLC | 875 | $69.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 871 | $69.2K | 0.01% | +31+3.7% | Added |
| First Command Advisory Services, Inc. | 864 | $68.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 862 | $68.5K | 0.03% | +862 | New |
| Binnacle Investments Inc | 769 | $61.1K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 768 | $61.0K | 0.01% | +430+127.2% | Added |
| Clearstead Advisors, LLC | 767 | $60.9K | 0.00% | +112+17.1% | Added |
| Covestor Ltd | 757 | $60.0K | 0.04% | +79+11.7% | Added |
| Stephens Consulting, LLC | 726 | $57.7K | 0.01% | +1+0.1% | Added |
| Bokf, NA | 715 | $56.8K | 0.00% | −981−57.8% | Reduced |
| Godsey & Gibb Associates | 700 | $55.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 700 | $55.6K | 0.03% | +696+17,400.0% | Added |
| WFA Asset Management Corp | 688 | $54.0K | 0.03% | +4+0.6% | Added |
| MV Capital Management, Inc. | 679 | $53.9K | 0.01% | +473+229.6% | Added |
| Pinnacle Financial Partners Inc | 664 | $52.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 654 | $51.9K | 0.00% | +108+19.8% | Added |
| Tompkins Financial Corp | 650 | $51.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 646 | $51.3K | 0.00% | +160+32.9% | Added |
| Sentry Investment Management LLC | 628 | $51.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 635 | $50.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 625 | $49.6K | 0.00% | +304+94.7% | Added |
| MUFG Securities EMEA plc | 620 | $49.2K | 0.00% | +620 | New |
| BFSG, LLC | 609 | $48.4K | 0.01% | +18+3.0% | Added |
| Hantz Financial Services, Inc. | 604 | $48.0K | 0.00% | +407+206.6% | Added |
| Golden State Wealth Management, LLC | 596 | $47.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 593 | $47.0K | 0.01% | +5+0.9% | Added |
| Hazlett, Burt & Watson, Inc. | 583 | $46.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $46.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 577 | $45.8K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 572 | $45.4K | 0.01% | −46−7.4% | Reduced |
| Legacy Bridge, LLC | 570 | $45.3K | 0.02% | 00.0% | Unchanged |
| Motco | 581 | $45.2K | 0.00% | −25−4.1% | Reduced |
| Onefund, LLC | 565 | $45.0K | 0.03% | +565 | New |
| N.E.W. Advisory Services LLC | 560 | $44.5K | 0.00% | −118−17.4% | Reduced |
| Clean Yield Group | 559 | $44.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 547 | $44.2K | 0.01% | +39+7.7% | Added |
| GeoWealth Management, LLC | 554 | $44.0K | 0.00% | +86+18.4% | Added |
| MorganRosel Wealth Management, LLC | 548 | $43.5K | 0.01% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $43.4K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 530 | $42.1K | 0.03% | +28+5.6% | Added |
| Dynamic Wealth Strategies, LLC | 528 | $41.9K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 512 | $40.7K | 0.00% | +45+9.6% | Added |
| Westpac Banking Corp | 511 | $40.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 494 | $39.2K | 0.00% | +14+2.9% | Added |
| PrairieView Partners, LLC | 499 | $39.0K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 488 | $38.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 478 | $38.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 476 | $37.8K | 0.03% | −341−41.7% | Reduced |
| Ameriflex Group, Inc. | 473 | $37.1K | 0.02% | +21+4.6% | Added |
| Fortis Group Advisors, LLC | 458 | $36.4K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 453 | $36.0K | 0.00% | −600−57.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 450 | $35.7K | 0.00% | +6+1.4% | Added |
| Paladin Advisory Group, LLC | 449 | $35.7K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 447 | $35.5K | 0.00% | +447 | New |
| Brown, Lisle/Cummings, Inc. | 423 | $33.6K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 422 | $33.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 414 | $32.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 406 | $32.2K | 0.01% | −20−4.7% | Reduced |
| Colonial Trust Co | 403 | $32.0K | 0.00% | +56+16.1% | Added |
| Private Wealth Asset Management, LLC | 403 | $32.0K | 0.00% | +250+163.4% | Added |
| Miller Wealth Advisors, LLC | 396 | $31.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $31.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 384 | $30.5K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 379 | $30.1K | 0.01% | +378+37,800.0% | Added |
| Quarry LP | 379 | $30.1K | 0.01% | +379 | New |
| UMA Financial Services, Inc. | 374 | $29.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 372 | $29.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 358 | $28.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 357 | $28.3K | 0.00% | +4+1.1% | Added |
| American National Bank | 349 | $27.7K | 0.00% | +349 | New |
| Capital A Wealth Management, LLC | 338 | $26.6K | 0.30% | +332+5,533.3% | Added |
| Traub Capital Management LLC | 331 | $26.3K | 0.02% | +331 | New |
| Acadian Asset Management LLC | 321 | $25.0K | 0.00% | −100,313−99.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 296 | $25.0K | 0.01% | +296 | New |
| Concord Wealth Partners | 310 | $24.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 309 | $24.5K | 0.00% | +3+1.0% | Added |
| Meeder Asset Management Inc | 306 | $24.3K | 0.00% | +68+28.6% | Added |
| New Age Alpha Advisors, LLC | 302 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $23.8K | 0.00% | −6−2.0% | Reduced |
| Old Second National Bank of Aurora | 300 | $23.8K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 295 | $23.4K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $22.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 277 | $22.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,850 | $21.7K | 0.00% | −215−10.4% | Reduced |
| Hoertkorn Richard Charles | 272 | $21.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 265 | $21.1K | 0.00% | +1+0.4% | Added |
| Center for Financial Planning, Inc. | 264 | $21.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 261 | $20.7K | 0.01% | +160+158.4% | Added |
| Key Financial Inc | 253 | $20.1K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 248 | $19.7K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 239 | $19.0K | 0.00% | −62−20.6% | Reduced |
| Financial Perspectives, Inc | 238 | $18.9K | 0.01% | −76−24.2% | Reduced |
| Grove Bank & Trust | 236 | $18.7K | 0.00% | +27+12.9% | Added |
| Caldwell Trust Co | 235 | $18.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 235 | $18.0K | 0.00% | −1−0.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 223 | $17.7K | 0.00% | +100+81.3% | Added |
| GW&K Investment Management, LLC | 212 | $17.0K | 0.00% | +76+55.9% | Added |
| Rocky Mountain Advisers, LLC | 211 | $16.8K | 0.01% | 00.0% | Unchanged |