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Livermore
Livermore
ZHEN

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
DT Investment Partners, LLC210$16.7K0.00%00.0%Unchanged
First Horizon Advisors, Inc.209$16.7K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC208$16.5K0.01%+142+215.2%Added
Atlas Capital Advisors LLC208$16.5K0.00%−1,610−88.6%Reduced
Kentucky Trust Co200$15.9K0.01%00.0%Unchanged
Trust Co of Toledo NA200$15.9K0.00%+200New
New England Capital Financial Advisors LLC200$15.9K0.01%+200New
Atlantic Trust, LLC198$15.7K0.00%−28−12.4%Reduced
Union Savings Bank195$15.2K0.01%00.0%Unchanged
Alpine Bank Wealth Management189$15.0K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.189$15.0K0.00%00.0%Unchanged
NBC Securities, Inc.190$15.0K0.00%00.0%Unchanged
Smithfield Trust Co190$15.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.185$14.7K0.00%−24−11.5%Reduced
Investors Research Corp173$13.7K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.173$13.7K0.00%+173New
Team Financial Group, LLC171$13.6K0.01%+171New
Bruce G. Allen Investments, LLC170$13.5K0.01%−42−19.8%Reduced
HHM Wealth Advisors, LLC169$13.4K0.00%00.0%Unchanged
Marquette Asset Management, LLC168$13.3K0.00%−5,534−97.1%Reduced
SJS Investment Consulting Inc.165$13.1K0.00%−15−8.3%Reduced
Asset Dedication, LLC161$12.8K0.00%00.0%Unchanged
Quintet Private Bank (Europe) S.A.160$12.7K0.00%+160New
Trust Co of Vermont157$12.5K0.00%00.0%Unchanged
Zions Bancorporation, National Association150$11.9K0.00%−254−62.9%Reduced
CoreFirst Bank & Trust150$11.9K0.01%+150New
Private Wealth Management Group, LLC145$11.5K0.00%−16−9.9%Reduced
Total Investment Management Inc145$11.5K0.00%+145New
Clear Street Markets LLC138$11.0K0.00%+138New
Burkett Financial Services, LLC135$10.8K0.00%+1+0.7%Added
Holos Integrated Wealth LLC138$10.6K0.01%00.0%Unchanged
Twin Tree Management, LP133$10.6K0.00%+133New
Vermillion Wealth Management, Inc.132$10.5K0.01%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC130$10.3K0.01%+130New
Wood Tarver Financial Group, LLC130$10.0K0.00%00.0%Unchanged
Ancora Advisors, LLC124$9.85K0.00%+34+37.8%Added
Cornerstone Planning Group LLC129$9.82K0.00%+5+4.0%Added
PFS Partners, LLC122$9.69K0.00%+122New
Painted Porch Advisors LLC119$9.45K0.00%00.0%Unchanged
Sachetta, LLC115$9.13K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC115$9.13K0.00%−138−54.5%Reduced
Centricity Wealth Management, LLC115$9.13K0.01%00.0%Unchanged
REAP Financial Group, LLC114$9.06K0.00%+1+0.9%Added
Salomon & Ludwin, LLC109$8.78K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$8.74K0.00%00.0%Unchanged
Rise Advisors, LLC103$8.18K0.00%00.0%Unchanged
Princeton Global Asset Management LLC102$8.10K0.00%+102New
Atwood & Palmer Inc100$7.94K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC100$7.94K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$7.94K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$7.94K0.01%00.0%Unchanged
Graney & King, LLC100$7.94K0.01%+100New
Marshall & Sterling Wealth Advisors Inc.94$7.47K0.01%−23−19.7%Reduced
Ogorek Anthony Joseph89$7.00K0.00%−32−26.4%Reduced
Westend Capital Management, LLC80$6.35K0.00%00.0%Unchanged
South State Corp.79$6.28K0.00%−134−62.9%Reduced
Quest 10 Wealth Builders, Inc.78$6.17K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc78$6.00K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton75$5.96K0.00%+75New
Vision Financial Markets LLC75$5.89K0.01%+2+2.7%Added
Rossby Financial, LCC73$5.80K0.00%−217−74.8%Reduced
GFG Capital, LLC73$5.80K0.00%+73New
Legacy Wealth Managment, LLC72$5.72K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC72$5.72K0.00%+72New
McIlrath & Eck, LLC71$5.64K0.00%00.0%Unchanged
New Millennium Group LLC68$5.40K0.00%−136−66.7%Reduced
IMG Wealth Management, Inc.58$4.61K0.00%+58New
Twin Peaks Wealth Advisors, LLC50$3.86K0.00%+50New
Park Square Financial Group, LLC45$3.57K0.00%00.0%Unchanged
Howard Hughes Medical Institute45$3.57K0.00%+45New
Archer Investment Corp44$3.50K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC42$3.34K0.00%+30+250.0%Added
Abound Wealth Management41$3.26K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$3.26K0.00%00.0%Unchanged
HM Payson & Co39$3.10K0.00%00.0%Unchanged
Financial Management Professionals, Inc.38$3.02K0.00%−45−54.2%Reduced
DiNuzzo Private Wealth, Inc.35$2.78K0.00%−1−2.8%Reduced
ROSS\JOHNSON & Associates LLC35$2.78K0.06%00.0%Unchanged
Prestige Wealth Management Group LLC34$2.70K0.00%00.0%Unchanged
Heritage Wealth Advisors29$2.30K0.00%00.0%Unchanged
Tortoise Investment Management, LLC28$2.22K0.00%+28New
LRI Investments, LLC26$2.06K0.00%00.0%Unchanged
Maseco LLP26$2.06K0.00%+26New
WealthTrak Capital Management LLC25$1.99K0.00%−20−44.4%Reduced
Garde Capital, Inc.25$1.99K0.00%00.0%Unchanged
Sierra Ocean, LLC20$1.63K0.00%−15−42.9%Reduced
Hughes Financial Services, LLC21$1.61K0.00%+15+250.0%Added
Dunhill Financial, LLC20$1.60K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.59K0.00%00.0%Unchanged
Kilter Group LLC19$1.51K0.00%+19New
Wolff Wiese Magana LLC15$1.19K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC15$1.19K0.00%+9+150.0%Added
NVWM, LLC15$1.19K0.00%+15New
Penserra Capital Management LLC21$1.00K0.00%00.0%Unchanged
Avion Wealth18$1.00K0.00%−2−10.0%Reduced
Bay Harbor Wealth Management, LLC12$9530.00%+5+71.4%Added
Aspect Partners, LLC11$8740.00%−6−35.3%Reduced
HFM Investment Advisors, LLC11$8740.00%+6+120.0%Added
Rialto Wealth Management, LLC9$7150.00%−6−40.0%Reduced
Parkworth Wealth Management, Inc.9$7150.00%+3+50.0%Added