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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 5,629 | $466.8K | 0.00% | +352+6.7% | Added |
| Gsa Capital Partners LLP | 5,683 | $471.0K | 0.04% | +554+10.8% | Added |
| Meiji Yasuda Life Insurance Co | 5,693 | $472.0K | 0.01% | −3,068−35.0% | Reduced |
| Iowa State Bank | 5,730 | $475.1K | 0.09% | −38−0.7% | Reduced |
| Erste Asset Management GmbH | 5,769 | $475.8K | 0.00% | −1,296−18.3% | Reduced |
| Centennial Wealth Advisory LLC | 5,759 | $477.6K | 0.13% | +576+11.1% | Added |
| Buckingham Strategic Partners | 5,763 | $480.0K | 0.01% | +1,444+33.4% | Added |
| Park Avenue Securities LLC | 5,810 | $482.0K | 0.00% | −1,336−18.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,844 | $484.5K | 0.03% | −326−5.3% | Reduced |
| Callan Family Office, LLC | 5,899 | $489.1K | 0.02% | +1,181+25.0% | Added |
| Prime Capital Investment Advisors, LLC | 6,041 | $500.8K | 0.01% | −159−2.6% | Reduced |
| Apollon Wealth Management, LLC | 6,049 | $501.5K | 0.01% | +652+12.1% | Added |
| Capital Investment Advisors, LLC | 6,116 | $507.1K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,128 | $508.1K | 0.01% | +362+6.3% | Added |
| Vontobel Holding Ltd. | 6,129 | $508.2K | 0.00% | −350−5.4% | Reduced |
| Romano Brothers and Company | 6,185 | $512.8K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,190 | $513.2K | 0.03% | +746+13.7% | Added |
| United Capital Financial Advisers, LLC | 6,200 | $514.1K | 0.00% | −121−1.9% | Reduced |
| Venture Visionary Partners LLC | 6,228 | $516.4K | 0.02% | +30.0% | Added |
| Jump Financial, LLC | 6,231 | $516.6K | 0.01% | +6,231 | New |
| Greenleaf Trust | 6,247 | $517.9K | 0.00% | −108−1.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,285 | $520.4K | 0.00% | +1,684+36.6% | Added |
| Regions Financial Corp | 6,277 | $520.4K | 0.00% | −19−0.3% | Reduced |
| Hilltop National Bank | 6,299 | $522.3K | 0.13% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,343 | $525.9K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,410 | $526.9K | 0.01% | +860+15.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,462 | $535.8K | 0.01% | −117−1.8% | Reduced |
| Atria Investments LLC | 6,579 | $545.4K | 0.01% | +2,961+81.8% | Added |
| Prosperity Consulting Group, LLC | 6,594 | $546.7K | 0.03% | +11+0.2% | Added |
| Lion Street Advisors, LLC | 8,301 | $556.9K | 0.19% | +1,552+23.0% | Added |
| Two Sigma Securities, LLC | 6,786 | $562.6K | 0.08% | +2,060+43.6% | Added |
| Vestcor Inc | 6,839 | $567.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,924 | $574.1K | 0.01% | +289+4.4% | Added |
| Carret Asset Management, LLC | 6,948 | $576.1K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $580.4K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,010 | $581.2K | 0.02% | −62−0.9% | Reduced |
| Hilltop Holdings Inc. | 7,018 | $581.9K | 0.03% | +234+3.4% | Added |
| Horizon Investments, LLC | 7,067 | $585.9K | 0.01% | +3,758+113.6% | Added |
| Exchange Traded Concepts, LLC | 7,095 | $588.2K | 0.01% | +3,827+117.1% | Added |
| Jacobi Capital Management LLC | 7,115 | $589.9K | 0.04% | +170+2.4% | Added |
| Mokosak Advisory Group, LLC | 7,151 | $592.9K | 0.16% | +62+0.9% | Added |
| Metis Global Partners, LLC | 7,163 | $593.9K | 0.01% | −539−7.0% | Reduced |
| Allstate Corp | 7,191 | $596.2K | 0.01% | +7,191 | New |
| Meeder Advisory Services, Inc. | 7,193 | $596.4K | 0.03% | +1,829+34.1% | Added |
| Denali Advisors LLC | 7,221 | $598.7K | 0.07% | −7,232−50.0% | Reduced |
| Syon Capital LLC | 7,270 | $602.7K | 0.03% | +335+4.8% | Added |
| Pinnacle Associates Ltd | 7,276 | $603.3K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,413 | $614.6K | 0.02% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 7,428 | $615.9K | 0.43% | +329+4.6% | Added |
| Forum Financial Management, LP | 7,535 | $624.7K | 0.01% | +602+8.7% | Added |
| Plimoth Trust Co LLC | 7,548 | $625.8K | 0.14% | −20−0.3% | Reduced |
| Inceptionr LLC | 7,581 | $628.5K | 0.15% | −21,356−73.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,618 | $631.6K | 0.00% | −8−0.1% | Reduced |
| Vivid Wealth Management, LLC | 7,621 | $631.9K | 0.25% | +181+2.4% | Added |
| Sunbelt Securities, Inc. | 7,710 | $639.2K | 0.04% | −2,167−21.9% | Reduced |
| Wolff Financial Management LLC | 7,815 | $647.9K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,961 | $660.0K | 0.00% | +509+6.8% | Added |
| City State Bank | 8,038 | $666.4K | 0.19% | −264−3.2% | Reduced |
| Versor Investments LP | 8,086 | $670.4K | 0.12% | +2,521+45.3% | Added |
| Truist Financial Corp | 8,112 | $672.6K | 0.00% | +707+9.5% | Added |
| IFP Advisors, Inc | 8,173 | $677.6K | 0.02% | +199+2.5% | Added |
| Empirical Finance, LLC | 8,185 | $678.6K | 0.03% | +64+0.8% | Added |
| Merit Financial Group, LLC | 8,196 | $679.5K | 0.01% | +838+11.4% | Added |
| SG Americas Securities, LLC | 8,217 | $681.0K | 0.00% | −4,087−33.2% | Reduced |
| Prudential PLC | 8,232 | $682.5K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,236 | $682.8K | 0.01% | +98+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,246 | $683.7K | 0.00% | +8,246 | New |
| Curat Global, LLC | 8,424 | $698.3K | 0.66% | 00.0% | Unchanged |
| Assetmark, Inc | 8,424 | $698.4K | 0.00% | +387+4.8% | Added |
| Plato Investment Management Ltd | 8,500 | $699.4K | 0.05% | +2,832+50.0% | Added |
| Gilbert & Cook, Inc. | 8,499 | $704.7K | 0.09% | +323+4.0% | Added |
| Allworth Financial LP | 8,530 | $707.2K | 0.00% | +231+2.8% | Added |
| Natixis | 8,598 | $712.9K | 0.00% | +712+9.0% | Added |
| Elevated Capital Advisors, LLC | 8,690 | $720.5K | 0.18% | −682−7.3% | Reduced |
| Verdence Capital Advisors LLC | 9,084 | $722.8K | 0.04% | +445+5.2% | Added |
| Ausdal Financial Partners, Inc. | 8,727 | $723.5K | 0.04% | −894−9.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 8,759 | $726.2K | 0.21% | −62−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 8,918 | $739.4K | 0.01% | −27,725−75.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,976 | $745.4K | 0.00% | −285−3.1% | Reduced |
| Jefferies Financial Group Inc. | 9,000 | $746.2K | 0.01% | +9,000 | New |
| Fifth Third Bancorp | 9,003 | $746.4K | 0.00% | −532−5.6% | Reduced |
| CAPROCK Group, Inc. | 9,276 | $746.9K | 0.02% | +9,276 | New |
| Warren Averett Asset Management, LLC | 9,056 | $750.8K | 0.01% | +269+3.1% | Added |
| Sequoia Financial Advisors, LLC | 9,150 | $758.6K | 0.00% | −74−0.8% | Reduced |
| Holderness Investments Co | 9,248 | $766.8K | 0.16% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 9,354 | $776.0K | 0.02% | −500−5.1% | Reduced |
| HighPoint Advisor Group LLC | 9,389 | $778.4K | 0.04% | +168+1.8% | Added |
| South Dakota Investment Council | 9,414 | $781.0K | 0.02% | −1,700−15.3% | Reduced |
| Basepoint Wealth LLC | 9,516 | $789.0K | 0.56% | +66+0.7% | Added |
| ING Groep NV | 9,555 | $792.2K | 0.00% | −481−4.8% | Reduced |
| Everence Capital Management Inc | 9,570 | $793.0K | 0.05% | +4,940+106.7% | Added |
| Quest Partners LLC | 9,728 | $806.5K | 0.05% | −11,384−53.9% | Reduced |
| Securian Asset Management, Inc | 9,745 | $808.0K | 0.02% | −998−9.3% | Reduced |
| Bessemer Group Inc | 9,935 | $824.0K | 0.00% | +1,172+13.4% | Added |
| Verition Fund Management LLC | 10,042 | $832.6K | 0.00% | −309,589−96.9% | Reduced |
| Quadrant Capital Group LLC | 10,169 | $843.1K | 0.03% | −1,125−10.0% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $848.7K | 0.20% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 10,308 | $854.6K | 0.29% | −650−5.9% | Reduced |
| Empowered Funds, LLC | 10,336 | $857.0K | 0.01% | −5,762−35.8% | Reduced |
| Ascent Group, LLC | 10,342 | $857.5K | 0.03% | −584−5.3% | Reduced |