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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.

Q3 2025 vs. Q2 2025

How the institutions holding Principal Financial Group Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of PFG: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders81416829+31
Shares165.8M3.03M159.9M−2.88M (−1.8%)
Value$13.2B$240.5M$13.3B+$338.8M (+2.6%)

16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held Principal Financial Group Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to PFG in Q3 2025
InstitutionSharesValue% of portfolio
Rakuten Investment Management, Inc.223,450$31.3M0.12%
Virginia Retirement Systems Et Al223,000$18.5M0.12%
Alyeska Investment Group, L.P.148,973$12.4M0.04%
Weiss Asset Management LP87,300$7.24M0.10%
Credit Agricole S A75,799$6.28M0.02%
Landscape Capital Management, L.L.C.42,108$3.49M0.22%
Kepler Cheuvreux (Suisse) SA32,741$2.71M0.15%
HRT Financial LP30,213$2.50M0.01%
CIBC Bancorp USA Inc.28,738$2.38M0.01%
Oddo BHF Asset Management SAS28,433$2.36M0.09%
ISAM Funds (UK) Ltd27,115$2.25M0.46%
XTX Topco Ltd22,815$1.89M0.10%
Groupama Asset Managment21,535$1.79M0.03%
Neo Ivy Capital Management16,914$1.40M0.34%
Heritage Trust Co16,507$1.37M0.15%
Bayesian Capital Management, LP12,300$1.02M0.21%
Jane Street Group, LLC11,415$946.4K0.00%
Great Lakes Advisors, LLC11,148$924.3K0.01%
CAPROCK Group, Inc.9,276$746.9K0.02%
Jefferies Financial Group Inc.9,000$746.2K0.01%
Connor, Clark & Lunn Investment Management Ltd.8,246$683.7K0.00%
Allstate Corp7,191$596.2K0.01%
Jump Financial, LLC6,231$516.6K0.01%
Tema ETFs LLC5,272$437.1K0.04%
Nomura Holdings Inc5,261$436.2K0.00%
Applied Finance Capital Management, LLC4,595$381.0K0.03%
Board of the Pension Protection Fund4,500$373.1K0.37%
Krilogy Financial LLC4,407$357.7K0.01%
Machina Capital S.A.S.4,298$356.3K0.06%
Arkadios Wealth Advisors4,218$349.7K0.01%
FourThought Financial Partners, LLC3,483$288.8K0.03%
Abich Financial Wealth Management LLC3,370$279.4K0.10%
Foundations Investment Advisors, LLC3,356$278.2K0.00%
Johnson Investment Counsel Inc3,233$268.0K0.00%
Catalytic Wealth RIA, LLC3,094$256.5K0.01%
We Are One Seven, LLC3,041$252.1K0.01%
Capstone Investment Advisors, LLC2,829$234.6K0.00%
Advisory Services Network, LLC2,720$225.6K0.00%
Profund Advisors LLC2,677$221.9K0.01%
Winnow Wealth LLC2,649$219.9K0.17%
MASTERINVEST Kapitalanlage GmbH2,646$219.4K0.02%
Aaron Wealth Advisors2,576$213.6K0.01%
Turtle Creek Wealth Advisors, LLC2,556$211.9K0.02%
NJ State Employees Deferred Compensation Plan2,500$207.3K0.02%
S&CO Inc2,500$207.0K0.01%
Atomi Financial Group, Inc.2,481$205.7K0.01%
Cidel Asset Management Inc2,468$204.6K0.01%
Long Run Wealth Advisors, LLC2,466$204.5K0.04%
Trust Asset Management LLC2,444$202.6K0.01%
Arista Wealth Management, LLC2,435$201.9K0.03%
AXA Investment Managers S.A.1,905$157.9K0.00%
Munich Reinsurance Co Stock Corp in Munich1,740$144.3K0.00%
Mather Group, LLC.1,734$143.8K0.00%
Quent Capital, LLC1,540$127.7K0.01%
Wealthspire Advisors, LLC1,493$123.8K0.00%
Simplex Trading, LLC1,255$104.0K0.00%
Root Financial Partners, LLC980$81.3K0.01%
Walleye Capital LLC883$73.2K0.00%
Atlantic Union Bankshares Corp805$66.7K0.00%
Heartwood Wealth Advisors LLC762$63.2K0.01%
Financial Consulate, Inc551$45.7K0.01%
FWL Investment Management, LLC380$31.5K0.01%
United Community Bank290$24.0K0.01%
Horizon Financial Services, LLC288$23.9K0.01%
First Horizon Corp240$19.9K0.00%
Country Trust Bank221$18.3K0.00%
Kerr Financial Planning Corp128$10.5K0.01%
Whittier Trust Co of Nevada Inc100$8.42K0.00%
Albion Financial Group100$8.29K0.00%
Westfuller Advisors, LLC59$4.86K0.00%
Halbert Hargrove Global Advisors, LLC58$4.81K0.00%
Davis Capital Management48$3.98K0.00%
Guerra Advisors Inc40$3.32K0.00%
Cloud Capital Management, LLC48$3.00K0.00%
Corsicana & Co.32$2.65K0.00%
ZRC Wealth Management, LLC18$1.49K0.00%
Clark Wealth Partners13$1.15K0.00%
Avalon Trust Co6$4980.00%
Orion Capital Management LLC6$4970.00%
Evolution Wealth Management Inc.5$4150.00%
JPL Wealth Management, LLC5$4150.00%
Seneschal Advisors, LLC5$4150.00%
Wealth Watch Advisors, INC5$4150.00%
Turning Point Benefit Group, Inc.4$3320.00%

Sold out (53)

Institutions that held Principal Financial Group Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of PFG in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Lighthouse Investment Partners, LLC239,806$19.0M
Wellington Management Group LLP112,650$8.95M
AMF Pensionsforsakring AB95,164$7.57M
Gillson Capital LP93,499$7.43M
Jain Global LLC27,507$2.18M
Andra AP-fonden21,200$1.68M
Centiva Capital, LP18,383$1.46M
Nebula Research & Development LLC15,414$1.22M
Pinebridge Investments, L.P.14,329$1.14M
Ieq Capital, LLC9,062$719.8K
Contravisory Investment Management, Inc.6,184$491.2K
Baader Bank INC5,355$424.8K
ClearAlpha Technologies LP4,897$389.0K
Petrus Trust Company, LTA4,765$378.5K
Blueshift Asset Management, LLC4,685$372.1K
Nilsine Partners, LLC4,479$355.8K
Axq Capital, LP3,912$310.7K
iA Global Asset Management Inc.3,607$287.0K
Scientech Research LLC3,557$282.5K
Credit Industriel Et Commercial3,293$261.6K
MBB Public Markets I LLC3,142$249.6K
DRW Securities, LLC2,903$230.6K
Banco Santander, S.A.2,639$209.6K
HBK Sorce Advisory LLC2,622$208.3K
Signal Advisors Wealth, LLC2,617$207.9K
AXA S.A.2,553$202.8K
Bryn Mawr Trust Co1,366$108.5K
Olistico Wealth, LLC1,137$90.3K
Ofi Invest Asset Management1,222$82.7K
Mount Yale Investment Advisors, LLC938$74.5K
Pinnacle Financial Partners Inc664$52.7K
GeoWealth Management, LLC554$44.0K
MorganRosel Wealth Management, LLC548$43.5K
Quarry LP379$30.1K
Riggs Asset Managment Co. Inc.372$29.5K
Traub Capital Management LLC331$26.3K
NewSquare Capital LLC1,850$21.7K
Beacon Capital Management, LLC265$21.1K
Thurston, Springer, Miller, Herd & Titak, Inc.223$17.7K
Quintet Private Bank (Europe) S.A.160$12.7K
Total Investment Management Inc145$11.5K
Twin Tree Management, LP133$10.6K
Barnes Dennig Private Wealth Management LLC130$10.3K
Wood Tarver Financial Group, LLC130$10.0K
GFG Capital, LLC73$5.80K
Twin Peaks Wealth Advisors, LLC50$3.86K
Park Square Financial Group, LLC45$3.57K
Annis Gardner Whiting Capital Advisors, LLC42$3.34K
Heritage Wealth Advisors29$2.30K
Garde Capital, Inc.25$1.99K
WealthTrak Capital Management LLC25$1.99K
Sierra Ocean, LLC20$1.63K
Crowley Wealth Management, Inc.28$0

Not filed for Q3 2025 yet (16)

Institutions that held Principal Financial Group Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank2,859,100$227.1M
Churchill Management Corp112,590$8.94M
CIBC World Markets Corp26,730$2.12M
EP Wealth Advisors, LLC10,221$811.9K
Avantax Advisory Services, Inc.8,965$712.1K
Atria Wealth Solutions, Inc.5,062$403.9K
Iron Horse Wealth Management, LLC3,589$285.1K
PrairieView Partners, LLC499$39.0K
Capital A Wealth Management, LLC338$26.6K
Oliver Lagore Vanvalin Investment Group296$25.0K
First Horizon Advisors, Inc.209$16.7K
Atlas Capital Advisors LLC208$16.5K
Union Savings Bank195$15.2K
Centricity Wealth Management, LLC115$9.13K
Legacy Investment Solutions, LLC72$5.72K
Parkworth Wealth Management, Inc.9$715