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 |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 8 | $640 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $636 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $635 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $557 | 0.00% | +5+250.0% | Added |
| Activest Wealth Management | 7 | $556 | 0.00% | −28−80.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7 | $556 | 0.00% | −23−76.7% | Reduced |
| Strengthening Families & Communities, LLC | 6 | $481 | 0.00% | +6 | New |
| Addison Advisors LLC | 6 | $477 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 4 | $318 | 0.00% | −2−33.3% | Reduced |
| Quaker Wealth Management, LLC | 4 | $318 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 2 | $162 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 196 | $46 | 0.00% | −105−34.9% | Reduced |
| Crowley Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −4,983,302−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −113,227−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −106,820−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −48,461−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −48,179−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −40,224−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −33,843−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −22,878−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −22,403−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −21,318−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,131−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −14,803−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −11,343−100.0% | Sold out |
| Hartford Funds Management Co LLC | 0 | $0 | 0.00% | −11,298−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −11,148−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −9,617−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −10,349−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,251−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −9,048−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −8,956−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −8,140−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −7,023−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,737−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,634−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −5,711−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −5,751−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −5,460−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,163−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,133−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −4,936−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −4,920−100.0% | Sold out |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Financial Harvest, LLC | 0 | $0 | 0.00% | −2,226−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,211−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −3,186−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,896−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,873−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Midwest Heritage Bank, FSB | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,713−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −2,705−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Goldstein Advisors, LLC | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −2,636−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,603−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −2,602−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| S&CO Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −2,444−100.0% | Sold out |
| Long Run Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Acropolis Investment Management, LLC | 0 | $0 | 0.00% | −2,235−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Elite Financial, Inc. | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −90−100.0% | Sold out |