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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 6,594 | $546.7K | 0.03% | +11+0.2% | Added |
| Atria Investments LLC | 6,579 | $545.4K | 0.01% | +2,961+81.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,462 | $535.8K | 0.01% | −117−1.8% | Reduced |
| Chicago Partners Investment Group LLC | 6,410 | $526.9K | 0.01% | +860+15.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,343 | $525.9K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 6,299 | $522.3K | 0.13% | 00.0% | Unchanged |
| Regions Financial Corp | 6,277 | $520.4K | 0.00% | −19−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,285 | $520.4K | 0.00% | +1,684+36.6% | Added |
| Greenleaf Trust | 6,247 | $517.9K | 0.00% | −108−1.7% | Reduced |
| Jump Financial, LLC | 6,231 | $516.6K | 0.01% | +6,231 | New |
| Venture Visionary Partners LLC | 6,228 | $516.4K | 0.02% | +30.0% | Added |
| United Capital Financial Advisers, LLC | 6,200 | $514.1K | 0.00% | −121−1.9% | Reduced |
| GAMMA Investing LLC | 6,190 | $513.2K | 0.03% | +746+13.7% | Added |
| Romano Brothers and Company | 6,185 | $512.8K | 0.06% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,129 | $508.2K | 0.00% | −350−5.4% | Reduced |
| Coldstream Capital Management Inc | 6,128 | $508.1K | 0.01% | +362+6.3% | Added |
| Capital Investment Advisors, LLC | 6,116 | $507.1K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,049 | $501.5K | 0.01% | +652+12.1% | Added |
| Prime Capital Investment Advisors, LLC | 6,041 | $500.8K | 0.01% | −159−2.6% | Reduced |
| Callan Family Office, LLC | 5,899 | $489.1K | 0.02% | +1,181+25.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,844 | $484.5K | 0.03% | −326−5.3% | Reduced |
| Park Avenue Securities LLC | 5,810 | $482.0K | 0.00% | −1,336−18.7% | Reduced |
| Buckingham Strategic Partners | 5,763 | $480.0K | 0.01% | +1,444+33.4% | Added |
| Centennial Wealth Advisory LLC | 5,759 | $477.6K | 0.13% | +576+11.1% | Added |
| Erste Asset Management GmbH | 5,769 | $475.8K | 0.00% | −1,296−18.3% | Reduced |
| Iowa State Bank | 5,730 | $475.1K | 0.09% | −38−0.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,693 | $472.0K | 0.01% | −3,068−35.0% | Reduced |
| Gsa Capital Partners LLP | 5,683 | $471.0K | 0.04% | +554+10.8% | Added |
| Lido Advisors, LLC | 5,629 | $466.8K | 0.00% | +352+6.7% | Added |
| Palisade Asset Management, LLC | 5,616 | $465.6K | 0.04% | −500−8.2% | Reduced |
| Tudor Investment Corp Et Al | 5,583 | $462.9K | 0.00% | −190,206−97.1% | Reduced |
| Apella Capital, LLC | 5,833 | $457.3K | 0.01% | +2,982+104.6% | Added |
| MUFG Securities Americas Inc. | 5,467 | $453.3K | 0.03% | +896+19.6% | Added |
| CWA Asset Management Group, LLC | 5,464 | $453.0K | 0.02% | +126+2.4% | Added |
| NorthRock Partners, LLC | 5,415 | $449.0K | 0.01% | +348+6.9% | Added |
| HB Wealth Management, LLC | 5,414 | $449.0K | 0.00% | +682+14.4% | Added |
| STRS Ohio | 5,310 | $440.3K | 0.00% | −25,602−82.8% | Reduced |
| MML Investors Services, LLC | 5,281 | $437.9K | 0.00% | −126−2.3% | Reduced |
| Tema ETFs LLC | 5,272 | $437.1K | 0.04% | +5,272 | New |
| Nomura Holdings Inc | 5,261 | $436.2K | 0.00% | +5,261 | New |
| MQS Management LLC | 5,258 | $435.9K | 0.25% | −3,013−36.4% | Reduced |
| IHT Wealth Management, LLC | 5,225 | $433.2K | 0.01% | −200−3.7% | Reduced |
| Benin Management CORP | 5,200 | $431.1K | 0.10% | 00.0% | Unchanged |
| Ossiam | 5,180 | $429.5K | 0.01% | +3,605+228.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,175 | $429.1K | 0.01% | +373+7.8% | Added |
| Focus Financial Network, Inc. | 5,169 | $428.5K | 0.02% | +585+12.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,158 | $427.6K | 0.02% | −27,210−84.1% | Reduced |
| Cornerstone Wealth Management, LLC | 5,113 | $423.9K | 0.02% | +464+10.0% | Added |
| State of Wyoming | 5,011 | $415.5K | 0.05% | +2,596+107.5% | Added |
| Kovitz Investment Group Partners, LLC | 4,995 | $414.2K | 0.00% | −939−15.8% | Reduced |
| Belpointe Asset Management LLC | 4,983 | $413.2K | 0.02% | −226−4.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,870 | $403.8K | 0.22% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,865 | $403.4K | 0.01% | −42−0.9% | Reduced |
| Twin Capital Management Inc | 4,851 | $402.2K | 0.05% | −209−4.1% | Reduced |
| Premier Path Wealth Partners, LLC | 4,834 | $400.8K | 0.05% | −383−7.3% | Reduced |
| Argentarii, LLC | 4,784 | $396.7K | 0.17% | −2,122−30.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,776 | $396.0K | 0.03% | −1,299−21.4% | Reduced |
| Impact Partnership Wealth, LLC | 4,725 | $391.8K | 0.06% | −339−6.7% | Reduced |
| CIBC Private Wealth Group, LLC | 4,711 | $390.6K | 0.00% | +411+9.6% | Added |
| Benjamin Edwards Inc | 4,669 | $387.1K | 0.00% | +466+11.1% | Added |
| Waldron Private Wealth LLC | 4,656 | $386.0K | 0.02% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,595 | $381.0K | 0.03% | +4,595 | New |
| Harbor Capital Advisors, Inc. | 4,581 | $380.0K | 0.03% | +124+2.8% | Added |
| QRG Capital Management, Inc. | 4,568 | $378.7K | 0.00% | −5,020−52.4% | Reduced |
| Rexford Capital Inc | 4,556 | $377.7K | 0.29% | +100+2.2% | Added |
| Board of the Pension Protection Fund | 4,500 | $373.1K | 0.37% | +4,500 | New |
| Arete Wealth Advisors, LLC | 4,460 | $370.0K | 0.02% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 4,386 | $363.6K | 0.04% | −672−13.3% | Reduced |
| Beacon Financial Group | 4,331 | $359.0K | 0.04% | +1,711+65.3% | Added |
| Krilogy Financial LLC | 4,407 | $357.7K | 0.01% | +4,407 | New |
| Machina Capital S.A.S. | 4,298 | $356.3K | 0.06% | +4,298 | New |
| Stratos Wealth Partners, LTD. | 4,266 | $353.7K | 0.00% | +405+10.5% | Added |
| Ashton Thomas Private Wealth, LLC | 4,221 | $350.0K | 0.01% | +1,070+34.0% | Added |
| Arkadios Wealth Advisors | 4,218 | $349.7K | 0.01% | +4,218 | New |
| Bartlett & Co. Wealth Management LLC | 4,218 | $349.7K | 0.00% | +56+1.3% | Added |
| LifeWealth Investments, LLC | 4,217 | $349.7K | 0.05% | −157−3.6% | Reduced |
| AlphaStar Capital Management, LLC | 4,197 | $348.0K | 0.03% | −13−0.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $331.2K | 0.11% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,983 | $330.2K | 0.00% | +82+2.1% | Added |
| Alteri Wealth LLC | 3,972 | $329.3K | 0.11% | −1,396−26.0% | Reduced |
| Sagespring Wealth Partners, LLC | 3,961 | $328.4K | 0.01% | −74−1.8% | Reduced |
| M&T Bank Corp | 3,947 | $327.6K | 0.00% | −2,834−41.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,966 | $327.1K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,944 | $327.0K | 0.01% | +326+9.0% | Added |
| Optima Capital LLC | 3,938 | $326.4K | 0.16% | −214−5.2% | Reduced |
| Independent Advisor Alliance | 3,913 | $324.4K | 0.01% | −1,105−22.0% | Reduced |
| Glaxis Capital Management, LLC | 3,906 | $323.8K | 0.54% | +36+0.9% | Added |
| Integrity Alliance, LLC. | 3,904 | $323.7K | 0.02% | −1,969−33.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $321.7K | 0.01% | −300−7.2% | Reduced |
| MUFG Securities EMEA plc | 3,880 | $321.7K | 0.01% | +3,260+525.8% | Added |
| Tower Research Capital LLC (TRC) | 3,827 | $317.3K | 0.01% | +869+29.4% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $316.8K | 0.23% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 3,820 | $316.7K | 0.12% | +588+18.2% | Added |
| Huntington National Bank | 3,778 | $313.2K | 0.00% | +506+15.5% | Added |
| LVW Advisors, LLC | 3,759 | $311.7K | 0.03% | +18+0.5% | Added |
| 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 |
| Sageworth Trust Co of South Dakota | 3,697 | $306.5K | 0.29% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,803 | $301.2K | 0.04% | −75−1.9% | Reduced |
| Sonora Investment Management Group, LLC | 3,600 | $298.5K | 0.02% | 00.0% | Unchanged |