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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, Q3 2025

Institutional positions in Principal Financial Group Inc as of Sep 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
829
+31 vs. Q2 2025
Shares held
159.9M
−2.88M (−1.8%) vs. Q2 2025
Total value
$13.3B
+$338.8M (+2.6%) vs. Q2 2025
New holders
84
291 more added
Sold out
53
273 more reduced

16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 829 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 heldQ3 2025: $13.3B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2025.

Institutions holding PFG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.1$960.00%00.0%Unchanged
DecisionPoint Financial, LLC2$1670.00%00.0%Unchanged
WestEnd Advisors, LLC4$3320.00%00.0%Unchanged
Quaker Wealth Management, LLC4$3320.00%00.0%Unchanged
Turning Point Benefit Group, Inc.4$3320.00%+4New
Y.D. More Investments Ltd1,566$3930.00%+1,370+699.0%Added
Evolution Wealth Management Inc.5$4150.00%+5New
JPL Wealth Management, LLC5$4150.00%+5New
Seneschal Advisors, LLC5$4150.00%+5New
Wealth Watch Advisors, INC5$4150.00%+5New
Orion Capital Management LLC6$4970.00%+6New
American Capital Advisory, LLC6$4980.00%−1−14.3%Reduced
Addison Advisors LLC6$4980.00%00.0%Unchanged
Avalon Trust Co6$4980.00%+6New
Strengthening Families & Communities, LLC6$5060.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$6630.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$6640.00%00.0%Unchanged
Valued Wealth Advisors LLC8$6710.00%00.0%Unchanged
Activest Wealth Management10$8290.00%+3+42.9%Added
Cornerstone Planning Group LLC128$8760.00%−1−0.8%Reduced
Aspect Partners, LLC11$9120.00%00.0%Unchanged
HFM Investment Advisors, LLC11$9120.00%00.0%Unchanged
Rialto Wealth Management, LLC11$9130.00%+2+22.2%Added
Penserra Capital Management LLC15$1.00K0.00%−6−28.6%Reduced
Avion Wealth24$1.00K0.00%+6+33.3%Added
Clark Wealth Partners13$1.15K0.00%+13New
Tortoise Investment Management, LLC14$1.16K0.00%−14−50.0%Reduced
CBIZ Investment Advisory Services, LLC14$1.16K0.00%+7+100.0%Added
Wolff Wiese Magana LLC15$1.24K0.00%00.0%Unchanged
NVWM, LLC15$1.24K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC15$1.24K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC17$1.41K0.00%+5+41.7%Added
ZRC Wealth Management, LLC18$1.49K0.00%+18New
Dunhill Financial, LLC19$1.60K0.00%−1−5.0%Reduced
Global Wealth Strategies & Associates20$1.66K0.00%00.0%Unchanged
Hughes Financial Services, LLC21$1.75K0.00%00.0%Unchanged
Atlantic Trust, LLC23$1.91K0.00%−175−88.4%Reduced
LRI Investments, LLC26$2.16K0.00%00.0%Unchanged
Maseco LLP26$2.17K0.00%00.0%Unchanged
Corsicana & Co.32$2.65K0.00%+32New
DiNuzzo Private Wealth, Inc.35$2.82K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC34$2.82K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC35$2.90K0.05%00.0%Unchanged
Cloud Capital Management, LLC48$3.00K0.00%+48New
Financial Management Professionals, Inc.38$3.15K0.00%00.0%Unchanged
Kilter Group LLC38$3.15K0.00%+19+100.0%Added
HM Payson & Co39$3.23K0.00%00.0%Unchanged
Guerra Advisors Inc40$3.32K0.00%+40New
Raffa Wealth Management, LLC41$3.40K0.00%00.0%Unchanged
Abound Wealth Management41$3.40K0.00%00.0%Unchanged
Howard Hughes Medical Institute44$3.65K0.00%−1−2.2%Reduced
Archer Investment Corp44$3.65K0.00%00.0%Unchanged
Davis Capital Management48$3.98K0.00%+48New
Ogorek Anthony Joseph53$4.00K0.00%−36−40.4%Reduced
IMG Wealth Management, Inc.58$4.81K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC58$4.81K0.00%+58New
Westfuller Advisors, LLC59$4.86K0.00%+59New
South State Corp.64$5.31K0.00%−15−19.0%Reduced
New Millennium Group LLC68$5.64K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC70$5.80K0.00%−30−30.0%Reduced
McIlrath & Eck, LLC71$5.89K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC72$5.97K0.00%00.0%Unchanged
Vision Financial Markets LLC75$6.20K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton75$6.22K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.78$6.44K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc78$6.47K0.00%00.0%Unchanged
Westend Capital Management, LLC80$6.63K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.83$6.88K0.00%−11−11.7%Reduced
Atwood & Palmer Inc100$8.29K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$8.29K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$8.29K0.01%00.0%Unchanged
Graney & King, LLC100$8.29K0.01%00.0%Unchanged
Albion Financial Group100$8.29K0.00%+100New
Whittier Trust Co of Nevada Inc100$8.42K0.00%+100New
Princeton Global Asset Management LLC102$8.46K0.00%00.0%Unchanged
Rise Advisors, LLC103$8.54K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$9.12K0.00%00.0%Unchanged
Sachetta, LLC115$9.54K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC115$9.54K0.00%00.0%Unchanged
REAP Financial Group, LLC115$9.55K0.00%+1+0.9%Added
Painted Porch Advisors LLC119$9.87K0.00%00.0%Unchanged
PFS Partners, LLC123$10.2K0.00%+1+0.8%Added
Ancora Advisors, LLC124$10.3K0.00%00.0%Unchanged
Meeder Asset Management Inc126$10.4K0.00%−180−58.8%Reduced
Kerr Financial Planning Corp128$10.5K0.01%+128New
Rossby Financial, LCC129$10.7K0.00%+56+76.7%Added
Vermillion Wealth Management, Inc.132$10.9K0.00%00.0%Unchanged
Holos Integrated Wealth LLC138$11.0K0.01%00.0%Unchanged
Burkett Financial Services, LLC137$11.3K0.00%+2+1.5%Added
Private Wealth Management Group, LLC146$12.1K0.00%+1+0.7%Added
CoreFirst Bank & Trust150$12.4K0.01%00.0%Unchanged
Zions Bancorporation, National Association155$12.9K0.00%+5+3.3%Added
Trust Co of Vermont157$13.0K0.00%00.0%Unchanged
Asset Dedication, LLC161$13.3K0.00%00.0%Unchanged
SJS Investment Consulting Inc.167$13.8K0.00%+2+1.2%Added
Marquette Asset Management, LLC168$13.9K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC169$14.0K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC170$14.1K0.01%00.0%Unchanged
Spire Wealth Management172$14.3K0.00%−1,086−86.3%Reduced
Team Financial Group, LLC173$14.3K0.01%+2+1.2%Added