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 |
|---|---|---|---|---|---|
| Blair William & Co | 3,068 | $254.3K | 0.00% | −139−4.3% | Reduced |
| Resolute Wealth Strategies, LLC | 3,073 | $254.8K | 0.12% | +15+0.5% | Added |
| Checchi Capital Advisers, LLC | 3,074 | $254.9K | 0.02% | −263−7.9% | Reduced |
| Catalytic Wealth RIA, LLC | 3,094 | $256.5K | 0.01% | +3,094 | New |
| 180 Wealth Advisors, LLC | 3,142 | $260.5K | 0.03% | −145−4.4% | Reduced |
| Seeds Investor LLC | 3,151 | $261.2K | 0.06% | +59+1.9% | Added |
| Keybank National Association | 3,181 | $263.7K | 0.00% | +98+3.2% | Added |
| Vise Technologies, Inc. | 3,193 | $264.7K | 0.01% | +402+14.4% | Added |
| Johnson Investment Counsel Inc | 3,233 | $268.0K | 0.00% | +3,233 | New |
| Lake Street Financial LLC | 3,257 | $270.0K | 0.03% | −136−4.0% | Reduced |
| Regal Investment Advisors LLC | 3,263 | $270.5K | 0.02% | +20+0.6% | Added |
| Brown Advisory Inc | 3,265 | $270.7K | 0.00% | +38+1.2% | Added |
| Chesley Taft & Associates LLC | 3,266 | $270.8K | 0.01% | +3+0.1% | Added |
| Central Pacific Bank - Trust Division | 3,301 | $273.7K | 0.03% | −341−9.4% | Reduced |
| Daymark Wealth Partners, LLC | 3,305 | $274.0K | 0.01% | +54+1.7% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $276.3K | 0.10% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,351 | $277.9K | 0.01% | −1,240−27.0% | Reduced |
| Foundations Investment Advisors, LLC | 3,356 | $278.2K | 0.00% | +3,356 | New |
| Abich Financial Wealth Management LLC | 3,370 | $279.4K | 0.10% | +3,370 | New |
| Rothschild Investment LLC | 3,382 | $280.4K | 0.02% | +298+9.7% | Added |
| ExodusPoint Capital Management, LP | 3,418 | $283.4K | 0.00% | −26,645−88.6% | Reduced |
| Concurrent Investment Advisors, LLC | 3,423 | $283.8K | 0.00% | +83+2.5% | Added |
| Argent Trust Co | 3,427 | $284.1K | 0.01% | −27,647−89.0% | Reduced |
| Aptus Capital Advisors, LLC | 3,444 | $285.5K | 0.00% | +118+3.5% | Added |
| FourThought Financial Partners, LLC | 3,483 | $288.8K | 0.03% | +3,483 | New |
| First Citizens Financial Corp | 3,487 | $289.1K | 0.14% | −35−1.0% | Reduced |
| Gotham Asset Management, LLC | 3,545 | $293.9K | 0.00% | −126−3.4% | Reduced |
| One Wealth Advisors, LLC | 3,570 | $296.0K | 0.04% | −47−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,590 | $297.6K | 0.05% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,600 | $298.5K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,803 | $301.2K | 0.04% | −75−1.9% | Reduced |
| Sageworth Trust Co of South Dakota | 3,697 | $306.5K | 0.29% | 00.0% | Unchanged |
| Adams Wealth Management | 3,698 | $306.6K | 0.07% | −232−5.9% | Reduced |
| CacheTech Inc. | 3,698 | $306.6K | 0.06% | −232−5.9% | Reduced |
| LVW Advisors, LLC | 3,759 | $311.7K | 0.03% | +18+0.5% | Added |
| Huntington National Bank | 3,778 | $313.2K | 0.00% | +506+15.5% | Added |
| Blackhawk Capital Partners LLC. | 3,820 | $316.7K | 0.12% | +588+18.2% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $316.8K | 0.23% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,827 | $317.3K | 0.01% | +869+29.4% | Added |
| MUFG Securities EMEA plc | 3,880 | $321.7K | 0.01% | +3,260+525.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $321.7K | 0.01% | −300−7.2% | Reduced |
| Integrity Alliance, LLC. | 3,904 | $323.7K | 0.02% | −1,969−33.5% | Reduced |
| Glaxis Capital Management, LLC | 3,906 | $323.8K | 0.54% | +36+0.9% | Added |
| Independent Advisor Alliance | 3,913 | $324.4K | 0.01% | −1,105−22.0% | Reduced |
| Optima Capital LLC | 3,938 | $326.4K | 0.16% | −214−5.2% | Reduced |
| Brighton Jones LLC | 3,944 | $327.0K | 0.01% | +326+9.0% | Added |
| Canada Post Corp Registered Pension Plan | 3,966 | $327.1K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 3,947 | $327.6K | 0.00% | −2,834−41.8% | Reduced |
| Sagespring Wealth Partners, LLC | 3,961 | $328.4K | 0.01% | −74−1.8% | Reduced |
| Alteri Wealth LLC | 3,972 | $329.3K | 0.11% | −1,396−26.0% | Reduced |
| Brinker Capital Investments, LLC | 3,983 | $330.2K | 0.00% | +82+2.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $331.2K | 0.11% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,197 | $348.0K | 0.03% | −13−0.3% | Reduced |
| LifeWealth Investments, LLC | 4,217 | $349.7K | 0.05% | −157−3.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,218 | $349.7K | 0.00% | +56+1.3% | Added |
| Arkadios Wealth Advisors | 4,218 | $349.7K | 0.01% | +4,218 | New |
| Ashton Thomas Private Wealth, LLC | 4,221 | $350.0K | 0.01% | +1,070+34.0% | Added |
| Stratos Wealth Partners, LTD. | 4,266 | $353.7K | 0.00% | +405+10.5% | Added |
| Machina Capital S.A.S. | 4,298 | $356.3K | 0.06% | +4,298 | New |
| Krilogy Financial LLC | 4,407 | $357.7K | 0.01% | +4,407 | New |
| Beacon Financial Group | 4,331 | $359.0K | 0.04% | +1,711+65.3% | Added |
| Paradigm Financial Partners, LLC | 4,386 | $363.6K | 0.04% | −672−13.3% | Reduced |
| Arete Wealth Advisors, LLC | 4,460 | $370.0K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 4,500 | $373.1K | 0.37% | +4,500 | New |
| Rexford Capital Inc | 4,556 | $377.7K | 0.29% | +100+2.2% | Added |
| QRG Capital Management, Inc. | 4,568 | $378.7K | 0.00% | −5,020−52.4% | Reduced |
| Harbor Capital Advisors, Inc. | 4,581 | $380.0K | 0.03% | +124+2.8% | Added |
| Applied Finance Capital Management, LLC | 4,595 | $381.0K | 0.03% | +4,595 | New |
| Waldron Private Wealth LLC | 4,656 | $386.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,669 | $387.1K | 0.00% | +466+11.1% | Added |
| CIBC Private Wealth Group, LLC | 4,711 | $390.6K | 0.00% | +411+9.6% | Added |
| Impact Partnership Wealth, LLC | 4,725 | $391.8K | 0.06% | −339−6.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,776 | $396.0K | 0.03% | −1,299−21.4% | Reduced |
| Argentarii, LLC | 4,784 | $396.7K | 0.17% | −2,122−30.7% | Reduced |
| Premier Path Wealth Partners, LLC | 4,834 | $400.8K | 0.05% | −383−7.3% | Reduced |
| Twin Capital Management Inc | 4,851 | $402.2K | 0.05% | −209−4.1% | Reduced |
| Hancock Whitney Corp | 4,865 | $403.4K | 0.01% | −42−0.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,870 | $403.8K | 0.22% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,983 | $413.2K | 0.02% | −226−4.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,995 | $414.2K | 0.00% | −939−15.8% | Reduced |
| State of Wyoming | 5,011 | $415.5K | 0.05% | +2,596+107.5% | Added |
| Cornerstone Wealth Management, LLC | 5,113 | $423.9K | 0.02% | +464+10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,158 | $427.6K | 0.02% | −27,210−84.1% | Reduced |
| Focus Financial Network, Inc. | 5,169 | $428.5K | 0.02% | +585+12.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,175 | $429.1K | 0.01% | +373+7.8% | Added |
| Ossiam | 5,180 | $429.5K | 0.01% | +3,605+228.9% | Added |
| Benin Management CORP | 5,200 | $431.1K | 0.10% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,225 | $433.2K | 0.01% | −200−3.7% | Reduced |
| MQS Management LLC | 5,258 | $435.9K | 0.25% | −3,013−36.4% | Reduced |
| Nomura Holdings Inc | 5,261 | $436.2K | 0.00% | +5,261 | New |
| Tema ETFs LLC | 5,272 | $437.1K | 0.04% | +5,272 | New |
| MML Investors Services, LLC | 5,281 | $437.9K | 0.00% | −126−2.3% | Reduced |
| STRS Ohio | 5,310 | $440.3K | 0.00% | −25,602−82.8% | Reduced |
| HB Wealth Management, LLC | 5,414 | $449.0K | 0.00% | +682+14.4% | Added |
| NorthRock Partners, LLC | 5,415 | $449.0K | 0.01% | +348+6.9% | Added |
| CWA Asset Management Group, LLC | 5,464 | $453.0K | 0.02% | +126+2.4% | Added |
| MUFG Securities Americas Inc. | 5,467 | $453.3K | 0.03% | +896+19.6% | Added |
| Apella Capital, LLC | 5,833 | $457.3K | 0.01% | +2,982+104.6% | Added |
| Tudor Investment Corp Et Al | 5,583 | $462.9K | 0.00% | −190,206−97.1% | Reduced |
| Palisade Asset Management, LLC | 5,616 | $465.6K | 0.04% | −500−8.2% | Reduced |