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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 883 | $73.2K | 0.00% | +883 | New |
| Clearstead Advisors, LLC | 907 | $75.2K | 0.00% | +140+18.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $75.5K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 992 | $78.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $78.8K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 960 | $79.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 961 | $79.7K | 0.00% | −718−42.8% | Reduced |
| Larson Financial Group LLC | 969 | $80.4K | 0.00% | −545−36.0% | Reduced |
| Root Financial Partners, LLC | 980 | $81.3K | 0.01% | +980 | New |
| Ronald Blue Trust, Inc. | 986 | $81.8K | 0.00% | +21+2.2% | Added |
| Essential Partners LLC | 989 | $82.0K | 0.03% | +127+14.7% | Added |
| GHP Investment Advisors, Inc. | 999 | $82.8K | 0.00% | +615+160.2% | Added |
| Pingora Partners LLC | 1,000 | $82.9K | 0.06% | 00.0% | Unchanged |
| Binnacle Investments Inc | 1,051 | $87.1K | 0.05% | +282+36.7% | Added |
| CoreCap Advisors, LLC | 1,091 | $90.5K | 0.00% | −11−1.0% | Reduced |
| Richardson Financial Services Inc. | 1,110 | $92.0K | 0.06% | −40−3.5% | Reduced |
| CVA Family Office, LLC | 1,122 | $93.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,174 | $97.3K | 0.01% | −523−30.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,202 | $100.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,217 | $100.9K | 0.01% | +74+6.5% | Added |
| JFS Wealth Advisors, LLC | 1,227 | $101.7K | 0.01% | −1−0.1% | Reduced |
| Clarity Asset Management, Inc. | 1,237 | $102.6K | 0.06% | +4+0.3% | Added |
| Simplex Trading, LLC | 1,255 | $104.0K | 0.00% | +1,255 | New |
| Hantz Financial Services, Inc. | 1,332 | $110.0K | 0.00% | +728+120.5% | Added |
| Ameriflex Group, Inc. | 1,334 | $110.6K | 0.04% | +861+182.0% | Added |
| Brown Brothers Harriman & Co | 1,340 | $111.1K | 0.00% | +694+107.4% | Added |
| Manchester Capital Management LLC | 1,375 | $114.0K | 0.02% | +102+8.0% | Added |
| Hills Bank & Trust Co | 1,402 | $116.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,428 | $118.4K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,432 | $118.7K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,493 | $123.8K | 0.00% | +1,493 | New |
| Quent Capital, LLC | 1,540 | $127.7K | 0.01% | +1,540 | New |
| LGT Financial Advisors LLC | 1,548 | $128.3K | 0.28% | +13+0.8% | Added |
| Raiffeisen Bank International AG | 1,570 | $129.5K | 0.00% | +190+13.8% | Added |
| Parallel Advisors, LLC | 1,567 | $129.9K | 0.00% | −107−6.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,576 | $130.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,642 | $136.1K | 0.00% | +9+0.6% | Added |
| Compass Financial Services Inc | 1,682 | $139.5K | 0.06% | +388+30.0% | Added |
| Mather Group, LLC. | 1,734 | $143.8K | 0.00% | +1,734 | New |
| Munich Reinsurance Co Stock Corp in Munich | 1,740 | $144.3K | 0.00% | +1,740 | New |
| Central Trust Co | 1,745 | $144.7K | 0.00% | +65+3.9% | Added |
| Silvant Capital Management LLC | 1,747 | $144.8K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,806 | $149.7K | 0.02% | −24−1.3% | Reduced |
| Capital Analysts, LLC | 1,810 | $150.0K | 0.00% | +1+0.1% | Added |
| Van Eck Associates Corp | 1,823 | $151.0K | 0.00% | +103+6.0% | Added |
| AXA Investment Managers S.A. | 1,905 | $157.9K | 0.00% | +1,905 | New |
| Harbour Investments, Inc. | 2,079 | $172.3K | 0.00% | +270+14.9% | Added |
| Ameritas Investment Partners, Inc. | 2,113 | $175.2K | 0.01% | −157−6.9% | Reduced |
| Umb Bank N A | 2,125 | $176.2K | 0.00% | −189−8.2% | Reduced |
| Signaturefd, LLC | 2,399 | $198.9K | 0.00% | −44−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,429 | $201.4K | 0.01% | +151+6.6% | Added |
| Arista Wealth Management, LLC | 2,435 | $201.9K | 0.03% | +2,435 | New |
| Trust Asset Management LLC | 2,444 | $202.6K | 0.01% | +2,444 | New |
| Long Run Wealth Advisors, LLC | 2,466 | $204.5K | 0.04% | +2,466 | New |
| Cidel Asset Management Inc | 2,468 | $204.6K | 0.01% | +2,468 | New |
| SageView Advisory Group, LLC | 2,477 | $205.3K | 0.01% | −61−2.4% | Reduced |
| Atomi Financial Group, Inc. | 2,481 | $205.7K | 0.01% | +2,481 | New |
| S&CO Inc | 2,500 | $207.0K | 0.01% | +2,500 | New |
| NJ State Employees Deferred Compensation Plan | 2,500 | $207.3K | 0.02% | +2,500 | New |
| FORA Capital, LLC | 2,529 | $209.7K | 0.04% | −45−1.7% | Reduced |
| First Nebraska Trust Co | 2,529 | $209.7K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,514 | $210.1K | 0.01% | −372−12.9% | Reduced |
| Whittier Trust Co | 2,500 | $210.6K | 0.00% | −92−3.5% | Reduced |
| TSFG, LLC | 2,548 | $211.0K | 0.03% | +24+1.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,556 | $211.9K | 0.02% | +2,556 | New |
| Aaron Wealth Advisors | 2,576 | $213.6K | 0.01% | +2,576 | New |
| Leavell Investment Management, Inc. | 2,623 | $217.5K | 0.01% | −48−1.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,646 | $219.4K | 0.02% | +2,646 | New |
| Winnow Wealth LLC | 2,649 | $219.9K | 0.17% | +2,649 | New |
| Westmount Partners, LLC | 2,648 | $219.9K | 0.06% | −25−0.9% | Reduced |
| Mutual Advisors, LLC | 2,779 | $220.8K | 0.00% | −556−16.7% | Reduced |
| Kinloch Capital, LLC | 2,675 | $221.8K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,677 | $221.9K | 0.01% | +2,677 | New |
| Sageworth Trust Co | 2,683 | $222.4K | 0.01% | +106+4.1% | Added |
| Advisory Services Network, LLC | 2,720 | $225.6K | 0.00% | +2,720 | New |
| Valeo Financial Advisors, LLC | 2,721 | $225.6K | 0.01% | +188+7.4% | Added |
| Farmers & Merchants Investments Inc | 2,735 | $226.8K | 0.01% | −170−5.9% | Reduced |
| Ballentine Partners, LLC | 2,749 | $228.0K | 0.00% | −49−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,756 | $228.5K | 0.02% | −34,351−92.6% | Reduced |
| Gladstone Institutional Advisory LLC | 2,758 | $228.7K | 0.01% | +92+3.5% | Added |
| Park National Corp | 2,787 | $231.1K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,793 | $231.6K | 1.25% | −1,678−37.5% | Reduced |
| Essex Financial Services, Inc. | 2,795 | $231.7K | 0.01% | +74+2.7% | Added |
| CX Institutional | 2,818 | $234.0K | 0.01% | +195+7.4% | Added |
| Capstone Investment Advisors, LLC | 2,829 | $234.6K | 0.00% | +2,829 | New |
| VisionPoint Advisory Group, LLC | 2,842 | $235.6K | 0.05% | −7−0.2% | Reduced |
| Nicolet Bankshares Inc | 2,845 | $235.9K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,867 | $236.4K | 0.01% | +1,161+68.1% | Added |
| International Private Wealth Advisors LLC | 2,857 | $236.9K | 0.15% | −341−10.7% | Reduced |
| Busey Wealth Management | 2,904 | $240.8K | 0.01% | −3−0.1% | Reduced |
| Burney Co | 2,951 | $244.7K | 0.01% | −634−17.7% | Reduced |
| RIA Advisory Group LLC | 2,988 | $247.8K | 0.06% | +7+0.2% | Added |
| Patton Fund Management, Inc. | 2,998 | $248.6K | 0.04% | 00.0% | Unchanged |
| Security National Bank of So Dak | 3,000 | $248.7K | 0.13% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $248.7K | 0.07% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,006 | $249.2K | 0.02% | +3+0.1% | Added |
| Brookstone Capital Management | 3,019 | $250.3K | 0.00% | +115+4.0% | Added |
| Rockland Trust Co | 3,027 | $251.0K | 0.01% | −19−0.6% | Reduced |
| We Are One Seven, LLC | 3,041 | $252.1K | 0.01% | +3,041 | New |
| Renaissance Group LLC | 3,057 | $253.3K | 0.01% | 00.0% | Unchanged |