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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 13,116 | $1.09M | 0.01% | −290−2.2% | Reduced |
| Farther Finance Advisors, LLC | 13,111 | $1.09M | 0.02% | +1,555+13.5% | Added |
| Kestra Advisory Services, LLC | 13,087 | $1.09M | 0.00% | −396−2.9% | Reduced |
| SummitTX Capital, L.P. | 12,838 | $1.06M | 0.04% | −9,611−42.8% | Reduced |
| Savant Capital, LLC | 12,720 | $1.05M | 0.01% | +352+2.8% | Added |
| KC Investment Advisors, LLC | 13,224 | $1.05M | 0.29% | +1,342+11.3% | Added |
| SRS Capital Advisors, Inc. | 12,676 | $1.05M | 0.02% | +11,209+764.1% | Added |
| Glenmede Investment Management, LP | 12,312 | $1.02M | 0.00% | +274+2.3% | Added |
| Bayesian Capital Management, LP | 12,300 | $1.02M | 0.21% | +12,300 | New |
| Gulf International Bank (UK) Ltd | 12,263 | $1.02M | 0.03% | −464−3.6% | Reduced |
| Headlands Technologies LLC | 11,863 | $983.6K | 0.08% | −12,826−52.0% | Reduced |
| Norinchukin Bank, The | 11,636 | $964.7K | 0.01% | −297−2.5% | Reduced |
| Maryland State Retirement & Pension System | 11,543 | $957.0K | 0.02% | +936+8.8% | Added |
| Transamerica Financial Advisors, Inc. | 11,455 | $949.7K | 0.08% | −239−2.0% | Reduced |
| Jane Street Group, LLC | 11,415 | $946.4K | 0.00% | +11,415 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 11,327 | $939.0K | 0.01% | +2,003+21.5% | Added |
| Great Lakes Advisors, LLC | 11,148 | $924.3K | 0.01% | +11,148 | New |
| B. Metzler seel. Sohn & Co. AG | 10,986 | $910.8K | 0.01% | −1,800−14.1% | Reduced |
| Legacy Financial Group LLC | 10,961 | $908.8K | 0.12% | +248+2.3% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $903.7K | 0.02% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 10,824 | $897.0K | 0.35% | +546+5.3% | Added |
| West Bancorporation Inc | 10,610 | $879.7K | 0.49% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,600 | $878.8K | 0.01% | −300−2.8% | Reduced |
| Cresset Asset Management, LLC | 10,547 | $874.5K | 0.00% | +395+3.9% | Added |
| Handelsbanken Fonder AB | 10,547 | $874.0K | 0.00% | +181+1.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,505 | $871.0K | 0.00% | −334−3.1% | Reduced |
| Investment Management Corp of Ontario | 10,434 | $865.1K | 0.01% | +4,914+89.0% | Added |
| GWM Advisors LLC | 10,425 | $864.3K | 0.00% | +2,386+29.7% | Added |
| Oppenheimer & Co Inc | 10,408 | $862.9K | 0.01% | −3,388−24.6% | Reduced |
| Ascent Group, LLC | 10,342 | $857.5K | 0.03% | −584−5.3% | Reduced |
| Empowered Funds, LLC | 10,336 | $857.0K | 0.01% | −5,762−35.8% | Reduced |
| Tounjian Advisory Partners, LLC | 10,308 | $854.6K | 0.29% | −650−5.9% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $848.7K | 0.20% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,169 | $843.1K | 0.03% | −1,125−10.0% | Reduced |
| Verition Fund Management LLC | 10,042 | $832.6K | 0.00% | −309,589−96.9% | Reduced |
| Bessemer Group Inc | 9,935 | $824.0K | 0.00% | +1,172+13.4% | Added |
| Securian Asset Management, Inc | 9,745 | $808.0K | 0.02% | −998−9.3% | Reduced |
| Quest Partners LLC | 9,728 | $806.5K | 0.05% | −11,384−53.9% | Reduced |
| Everence Capital Management Inc | 9,570 | $793.0K | 0.05% | +4,940+106.7% | Added |
| ING Groep NV | 9,555 | $792.2K | 0.00% | −481−4.8% | Reduced |
| Basepoint Wealth LLC | 9,516 | $789.0K | 0.56% | +66+0.7% | Added |
| South Dakota Investment Council | 9,414 | $781.0K | 0.02% | −1,700−15.3% | Reduced |
| HighPoint Advisor Group LLC | 9,389 | $778.4K | 0.04% | +168+1.8% | Added |
| New Mexico Educational Retirement Board | 9,354 | $776.0K | 0.02% | −500−5.1% | Reduced |
| Holderness Investments Co | 9,248 | $766.8K | 0.16% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,150 | $758.6K | 0.00% | −74−0.8% | Reduced |
| Warren Averett Asset Management, LLC | 9,056 | $750.8K | 0.01% | +269+3.1% | Added |
| CAPROCK Group, Inc. | 9,276 | $746.9K | 0.02% | +9,276 | New |
| Fifth Third Bancorp | 9,003 | $746.4K | 0.00% | −532−5.6% | Reduced |
| Jefferies Financial Group Inc. | 9,000 | $746.2K | 0.01% | +9,000 | New |
| Allspring Global Investments Holdings, LLC | 8,976 | $745.4K | 0.00% | −285−3.1% | Reduced |
| Kingsview Wealth Management, LLC | 8,918 | $739.4K | 0.01% | −27,725−75.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 8,759 | $726.2K | 0.21% | −62−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 8,727 | $723.5K | 0.04% | −894−9.3% | Reduced |
| Verdence Capital Advisors LLC | 9,084 | $722.8K | 0.04% | +445+5.2% | Added |
| Elevated Capital Advisors, LLC | 8,690 | $720.5K | 0.18% | −682−7.3% | Reduced |
| Natixis | 8,598 | $712.9K | 0.00% | +712+9.0% | Added |
| Allworth Financial LP | 8,530 | $707.2K | 0.00% | +231+2.8% | Added |
| Gilbert & Cook, Inc. | 8,499 | $704.7K | 0.09% | +323+4.0% | Added |
| Plato Investment Management Ltd | 8,500 | $699.4K | 0.05% | +2,832+50.0% | Added |
| Assetmark, Inc | 8,424 | $698.4K | 0.00% | +387+4.8% | Added |
| Curat Global, LLC | 8,424 | $698.3K | 0.66% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8,246 | $683.7K | 0.00% | +8,246 | New |
| Equitable Holdings, Inc. | 8,236 | $682.8K | 0.01% | +98+1.2% | Added |
| Prudential PLC | 8,232 | $682.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,217 | $681.0K | 0.00% | −4,087−33.2% | Reduced |
| Merit Financial Group, LLC | 8,196 | $679.5K | 0.01% | +838+11.4% | Added |
| Empirical Finance, LLC | 8,185 | $678.6K | 0.03% | +64+0.8% | Added |
| IFP Advisors, Inc | 8,173 | $677.6K | 0.02% | +199+2.5% | Added |
| Truist Financial Corp | 8,112 | $672.6K | 0.00% | +707+9.5% | Added |
| Versor Investments LP | 8,086 | $670.4K | 0.12% | +2,521+45.3% | Added |
| City State Bank | 8,038 | $666.4K | 0.19% | −264−3.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,961 | $660.0K | 0.00% | +509+6.8% | Added |
| Wolff Financial Management LLC | 7,815 | $647.9K | 0.15% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,710 | $639.2K | 0.04% | −2,167−21.9% | Reduced |
| Vivid Wealth Management, LLC | 7,621 | $631.9K | 0.25% | +181+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 7,618 | $631.6K | 0.00% | −8−0.1% | Reduced |
| Inceptionr LLC | 7,581 | $628.5K | 0.15% | −21,356−73.8% | Reduced |
| Plimoth Trust Co LLC | 7,548 | $625.8K | 0.14% | −20−0.3% | Reduced |
| Forum Financial Management, LP | 7,535 | $624.7K | 0.01% | +602+8.7% | Added |
| Gentry Private Wealth, LLC | 7,428 | $615.9K | 0.43% | +329+4.6% | Added |
| Tokio Marine Asset Management Co Ltd | 7,413 | $614.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,276 | $603.3K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 7,270 | $602.7K | 0.03% | +335+4.8% | Added |
| Denali Advisors LLC | 7,221 | $598.7K | 0.07% | −7,232−50.0% | Reduced |
| Meeder Advisory Services, Inc. | 7,193 | $596.4K | 0.03% | +1,829+34.1% | Added |
| Allstate Corp | 7,191 | $596.2K | 0.01% | +7,191 | New |
| Metis Global Partners, LLC | 7,163 | $593.9K | 0.01% | −539−7.0% | Reduced |
| Mokosak Advisory Group, LLC | 7,151 | $592.9K | 0.16% | +62+0.9% | Added |
| Jacobi Capital Management LLC | 7,115 | $589.9K | 0.04% | +170+2.4% | Added |
| Exchange Traded Concepts, LLC | 7,095 | $588.2K | 0.01% | +3,827+117.1% | Added |
| Horizon Investments, LLC | 7,067 | $585.9K | 0.01% | +3,758+113.6% | Added |
| Hilltop Holdings Inc. | 7,018 | $581.9K | 0.03% | +234+3.4% | Added |
| Wetherby Asset Management Inc | 7,010 | $581.2K | 0.02% | −62−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $580.4K | 0.00% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 6,948 | $576.1K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,924 | $574.1K | 0.01% | +289+4.4% | Added |
| Vestcor Inc | 6,839 | $567.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,786 | $562.6K | 0.08% | +2,060+43.6% | Added |
| Lion Street Advisors, LLC | 8,301 | $556.9K | 0.19% | +1,552+23.0% | Added |