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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 173 | $14.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 173 | $14.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 185 | $15.3K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $15.7K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 189 | $15.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 190 | $15.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 208 | $17.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 210 | $17.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $17.5K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 221 | $18.3K | 0.00% | +221 | New |
| Valley National Advisers Inc | 235 | $19.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 229 | $19.0K | 0.00% | +17+8.0% | Added |
| Caldwell Trust Co | 235 | $19.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 236 | $19.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 238 | $19.7K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 239 | $19.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 240 | $19.9K | 0.00% | +240 | New |
| Key Financial Inc | 253 | $21.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $21.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 263 | $22.2K | 0.00% | +154+141.3% | Added |
| Hoertkorn Richard Charles | 272 | $22.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 272 | $22.6K | 0.01% | +11+4.2% | Added |
| North Star Investment Management Corp. | 277 | $23.0K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 282 | $23.4K | 0.01% | +34+13.7% | Added |
| Pflug Koory, LLC | 285 | $23.6K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 288 | $23.9K | 0.01% | +288 | New |
| United Community Bank | 290 | $24.0K | 0.01% | +290 | New |
| First Pacific Financial | 298 | $24.7K | 0.00% | +3+1.0% | Added |
| Old Second National Bank of Aurora | 300 | $24.9K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 302 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 303 | $25.1K | 0.00% | +3+1.0% | Added |
| Concord Wealth Partners | 310 | $25.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 314 | $26.0K | 0.00% | −311−49.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 316 | $26.2K | 0.00% | −565−64.1% | Reduced |
| Bell Investment Advisors, Inc | 328 | $27.2K | 0.00% | −30−8.4% | Reduced |
| Colonial Trust Co | 335 | $27.8K | 0.00% | −68−16.9% | Reduced |
| Clear Street Markets LLC | 348 | $28.9K | 0.01% | +210+152.2% | Added |
| American National Bank | 349 | $28.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 356 | $29.5K | 0.00% | +47+15.2% | Added |
| TD Capital Management LLC | 360 | $29.9K | 0.00% | +3+0.8% | Added |
| Toth Financial Advisory Corp | 365 | $30.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 377 | $31.0K | 0.02% | −380−50.2% | Reduced |
| UMA Financial Services, Inc. | 374 | $31.0K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 379 | $31.4K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 380 | $31.5K | 0.01% | +380 | New |
| MCF Advisors LLC | 394 | $32.7K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $32.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 403 | $33.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 406 | $33.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 414 | $34.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 422 | $35.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 423 | $35.1K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 442 | $36.6K | 0.00% | −5−1.1% | Reduced |
| Paladin Advisory Group, LLC | 449 | $37.2K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 450 | $37.3K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 464 | $38.0K | 0.03% | −164−26.1% | Reduced |
| Massmutual Trust Co FSB | 469 | $38.9K | 0.00% | −43−8.4% | Reduced |
| First Community Trust NA | 476 | $39.5K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 478 | $39.6K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 488 | $40.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 490 | $40.6K | 0.00% | −4−0.8% | Reduced |
| Westpac Banking Corp | 511 | $42.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 528 | $43.8K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 546 | $45.3K | 0.00% | −108−16.5% | Reduced |
| Stilwell Value LLC | 547 | $45.4K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 551 | $45.7K | 0.01% | +551 | New |
| Clean Yield Group | 559 | $46.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 560 | $46.4K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 548 | $47.1K | 0.03% | −140−20.3% | Reduced |
| Legacy Bridge, LLC | 570 | $47.3K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 576 | $47.7K | 0.01% | +4+0.7% | Added |
| Deseret Mutual Benefit Administrators | 577 | $47.8K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $48.0K | 0.00% | 00.0% | Unchanged |
| Motco | 581 | $48.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 583 | $48.3K | 0.01% | +36+6.6% | Added |
| Onefund, LLC | 584 | $48.4K | 0.03% | +19+3.4% | Added |
| Golden State Wealth Management, LLC | 596 | $49.4K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 613 | $50.0K | 0.01% | +20+3.4% | Added |
| BFSG, LLC | 622 | $51.6K | 0.01% | +13+2.1% | Added |
| City Holding Co | 635 | $52.6K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 642 | $53.2K | 0.03% | +112+21.1% | Added |
| Tompkins Financial Corp | 650 | $53.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 679 | $56.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $58.0K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 700 | $58.0K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 713 | $59.0K | 0.02% | +130+22.3% | Added |
| Stephens Consulting, LLC | 725 | $60.1K | 0.02% | −1−0.1% | Reduced |
| Heartwood Wealth Advisors LLC | 762 | $63.2K | 0.01% | +762 | New |
| Private Trust Co NA | 770 | $63.8K | 0.01% | +2+0.3% | Added |
| Bokf, NA | 791 | $65.6K | 0.00% | +76+10.6% | Added |
| Atlantic Union Bankshares Corp | 805 | $66.7K | 0.00% | +805 | New |
| First Command Advisory Services, Inc. | 864 | $71.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 869 | $72.0K | 0.00% | +416+91.8% | Added |
| TFC Financial Management | 871 | $72.2K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 875 | $72.5K | 0.00% | 00.0% | Unchanged |