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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 3,590 | $297.6K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,570 | $296.0K | 0.04% | −47−1.3% | Reduced |
| Gotham Asset Management, LLC | 3,545 | $293.9K | 0.00% | −126−3.4% | Reduced |
| First Citizens Financial Corp | 3,487 | $289.1K | 0.14% | −35−1.0% | Reduced |
| FourThought Financial Partners, LLC | 3,483 | $288.8K | 0.03% | +3,483 | New |
| Aptus Capital Advisors, LLC | 3,444 | $285.5K | 0.00% | +118+3.5% | Added |
| Argent Trust Co | 3,427 | $284.1K | 0.01% | −27,647−89.0% | Reduced |
| Concurrent Investment Advisors, LLC | 3,423 | $283.8K | 0.00% | +83+2.5% | Added |
| ExodusPoint Capital Management, LP | 3,418 | $283.4K | 0.00% | −26,645−88.6% | Reduced |
| Rothschild Investment LLC | 3,382 | $280.4K | 0.02% | +298+9.7% | Added |
| Abich Financial Wealth Management LLC | 3,370 | $279.4K | 0.10% | +3,370 | New |
| Foundations Investment Advisors, LLC | 3,356 | $278.2K | 0.00% | +3,356 | New |
| Csenge Advisory Group | 3,351 | $277.9K | 0.01% | −1,240−27.0% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $276.3K | 0.10% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,305 | $274.0K | 0.01% | +54+1.7% | Added |
| Central Pacific Bank - Trust Division | 3,301 | $273.7K | 0.03% | −341−9.4% | Reduced |
| Chesley Taft & Associates LLC | 3,266 | $270.8K | 0.01% | +3+0.1% | Added |
| Brown Advisory Inc | 3,265 | $270.7K | 0.00% | +38+1.2% | Added |
| Regal Investment Advisors LLC | 3,263 | $270.5K | 0.02% | +20+0.6% | Added |
| Lake Street Financial LLC | 3,257 | $270.0K | 0.03% | −136−4.0% | Reduced |
| Johnson Investment Counsel Inc | 3,233 | $268.0K | 0.00% | +3,233 | New |
| Vise Technologies, Inc. | 3,193 | $264.7K | 0.01% | +402+14.4% | Added |
| Keybank National Association | 3,181 | $263.7K | 0.00% | +98+3.2% | Added |
| Seeds Investor LLC | 3,151 | $261.2K | 0.06% | +59+1.9% | Added |
| 180 Wealth Advisors, LLC | 3,142 | $260.5K | 0.03% | −145−4.4% | Reduced |
| Catalytic Wealth RIA, LLC | 3,094 | $256.5K | 0.01% | +3,094 | New |
| Checchi Capital Advisers, LLC | 3,074 | $254.9K | 0.02% | −263−7.9% | Reduced |
| Resolute Wealth Strategies, LLC | 3,073 | $254.8K | 0.12% | +15+0.5% | Added |
| Blair William & Co | 3,068 | $254.3K | 0.00% | −139−4.3% | Reduced |
| Renaissance Group LLC | 3,057 | $253.3K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,041 | $252.1K | 0.01% | +3,041 | New |
| Rockland Trust Co | 3,027 | $251.0K | 0.01% | −19−0.6% | Reduced |
| Brookstone Capital Management | 3,019 | $250.3K | 0.00% | +115+4.0% | Added |
| Shepherd Financial Partners LLC | 3,006 | $249.2K | 0.02% | +3+0.1% | Added |
| 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 |
| Patton Fund Management, Inc. | 2,998 | $248.6K | 0.04% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 2,988 | $247.8K | 0.06% | +7+0.2% | Added |
| Burney Co | 2,951 | $244.7K | 0.01% | −634−17.7% | Reduced |
| Busey Wealth Management | 2,904 | $240.8K | 0.01% | −3−0.1% | Reduced |
| International Private Wealth Advisors LLC | 2,857 | $236.9K | 0.15% | −341−10.7% | Reduced |
| Smartleaf Asset Management LLC | 2,867 | $236.4K | 0.01% | +1,161+68.1% | Added |
| Nicolet Bankshares Inc | 2,845 | $235.9K | 0.04% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,842 | $235.6K | 0.05% | −7−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 2,829 | $234.6K | 0.00% | +2,829 | New |
| CX Institutional | 2,818 | $234.0K | 0.01% | +195+7.4% | Added |
| Essex Financial Services, Inc. | 2,795 | $231.7K | 0.01% | +74+2.7% | Added |
| Teza Capital Management LLC | 2,793 | $231.6K | 1.25% | −1,678−37.5% | Reduced |
| Park National Corp | 2,787 | $231.1K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,758 | $228.7K | 0.01% | +92+3.5% | Added |
| Campbell & CO Investment Adviser LLC | 2,756 | $228.5K | 0.02% | −34,351−92.6% | Reduced |
| Ballentine Partners, LLC | 2,749 | $228.0K | 0.00% | −49−1.8% | Reduced |
| Farmers & Merchants Investments Inc | 2,735 | $226.8K | 0.01% | −170−5.9% | Reduced |
| Valeo Financial Advisors, LLC | 2,721 | $225.6K | 0.01% | +188+7.4% | Added |
| Advisory Services Network, LLC | 2,720 | $225.6K | 0.00% | +2,720 | New |
| Sageworth Trust Co | 2,683 | $222.4K | 0.01% | +106+4.1% | Added |
| Profund Advisors LLC | 2,677 | $221.9K | 0.01% | +2,677 | New |
| Kinloch Capital, LLC | 2,675 | $221.8K | 0.10% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,779 | $220.8K | 0.00% | −556−16.7% | Reduced |
| Westmount Partners, LLC | 2,648 | $219.9K | 0.06% | −25−0.9% | Reduced |
| Winnow Wealth LLC | 2,649 | $219.9K | 0.17% | +2,649 | New |
| MASTERINVEST Kapitalanlage GmbH | 2,646 | $219.4K | 0.02% | +2,646 | New |
| Leavell Investment Management, Inc. | 2,623 | $217.5K | 0.01% | −48−1.8% | Reduced |
| Aaron Wealth Advisors | 2,576 | $213.6K | 0.01% | +2,576 | New |
| Turtle Creek Wealth Advisors, LLC | 2,556 | $211.9K | 0.02% | +2,556 | New |
| TSFG, LLC | 2,548 | $211.0K | 0.03% | +24+1.0% | Added |
| Whittier Trust Co | 2,500 | $210.6K | 0.00% | −92−3.5% | Reduced |
| Wedmont Private Capital | 2,514 | $210.1K | 0.01% | −372−12.9% | Reduced |
| 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 |
| NJ State Employees Deferred Compensation Plan | 2,500 | $207.3K | 0.02% | +2,500 | New |
| S&CO Inc | 2,500 | $207.0K | 0.01% | +2,500 | New |
| Atomi Financial Group, Inc. | 2,481 | $205.7K | 0.01% | +2,481 | New |
| SageView Advisory Group, LLC | 2,477 | $205.3K | 0.01% | −61−2.4% | Reduced |
| Cidel Asset Management Inc | 2,468 | $204.6K | 0.01% | +2,468 | New |
| Long Run Wealth Advisors, LLC | 2,466 | $204.5K | 0.04% | +2,466 | New |
| Trust Asset Management LLC | 2,444 | $202.6K | 0.01% | +2,444 | New |
| Arista Wealth Management, LLC | 2,435 | $201.9K | 0.03% | +2,435 | New |
| EverSource Wealth Advisors, LLC | 2,429 | $201.4K | 0.01% | +151+6.6% | Added |
| Signaturefd, LLC | 2,399 | $198.9K | 0.00% | −44−1.8% | Reduced |
| Umb Bank N A | 2,125 | $176.2K | 0.00% | −189−8.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,113 | $175.2K | 0.01% | −157−6.9% | Reduced |
| Harbour Investments, Inc. | 2,079 | $172.3K | 0.00% | +270+14.9% | Added |
| AXA Investment Managers S.A. | 1,905 | $157.9K | 0.00% | +1,905 | New |
| Van Eck Associates Corp | 1,823 | $151.0K | 0.00% | +103+6.0% | Added |
| Capital Analysts, LLC | 1,810 | $150.0K | 0.00% | +1+0.1% | Added |
| West Financial Advisors, LLC | 1,806 | $149.7K | 0.02% | −24−1.3% | Reduced |
| Silvant Capital Management LLC | 1,747 | $144.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,745 | $144.7K | 0.00% | +65+3.9% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 1,740 | $144.3K | 0.00% | +1,740 | New |
| Mather Group, LLC. | 1,734 | $143.8K | 0.00% | +1,734 | New |
| Compass Financial Services Inc | 1,682 | $139.5K | 0.06% | +388+30.0% | Added |
| Global Retirement Partners, LLC | 1,642 | $136.1K | 0.00% | +9+0.6% | Added |
| Harbor Investment Advisory, LLC | 1,576 | $130.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,567 | $129.9K | 0.00% | −107−6.4% | Reduced |
| Raiffeisen Bank International AG | 1,570 | $129.5K | 0.00% | +190+13.8% | Added |
| LGT Financial Advisors LLC | 1,548 | $128.3K | 0.28% | +13+0.8% | Added |
| Quent Capital, LLC | 1,540 | $127.7K | 0.01% | +1,540 | New |
| Wealthspire Advisors, LLC | 1,493 | $123.8K | 0.00% | +1,493 | New |
| JNBA Financial Advisors | 1,432 | $118.7K | 0.01% | 00.0% | Unchanged |