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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 1,428 | $118.4K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,402 | $116.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,375 | $114.0K | 0.02% | +102+8.0% | Added |
| Brown Brothers Harriman & Co | 1,340 | $111.1K | 0.00% | +694+107.4% | Added |
| Ameriflex Group, Inc. | 1,334 | $110.6K | 0.04% | +861+182.0% | Added |
| Hantz Financial Services, Inc. | 1,332 | $110.0K | 0.00% | +728+120.5% | Added |
| Simplex Trading, LLC | 1,255 | $104.0K | 0.00% | +1,255 | New |
| Clarity Asset Management, Inc. | 1,237 | $102.6K | 0.06% | +4+0.3% | Added |
| JFS Wealth Advisors, LLC | 1,227 | $101.7K | 0.01% | −1−0.1% | Reduced |
| Versant Capital Management, Inc | 1,217 | $100.9K | 0.01% | +74+6.5% | Added |
| Capital Advisors, Ltd. LLC | 1,202 | $100.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,174 | $97.3K | 0.01% | −523−30.8% | Reduced |
| CVA Family Office, LLC | 1,122 | $93.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,110 | $92.0K | 0.06% | −40−3.5% | Reduced |
| CoreCap Advisors, LLC | 1,091 | $90.5K | 0.00% | −11−1.0% | Reduced |
| Binnacle Investments Inc | 1,051 | $87.1K | 0.05% | +282+36.7% | Added |
| Pingora Partners LLC | 1,000 | $82.9K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 999 | $82.8K | 0.00% | +615+160.2% | Added |
| Essential Partners LLC | 989 | $82.0K | 0.03% | +127+14.7% | Added |
| Ronald Blue Trust, Inc. | 986 | $81.8K | 0.00% | +21+2.2% | Added |
| Root Financial Partners, LLC | 980 | $81.3K | 0.01% | +980 | New |
| Larson Financial Group LLC | 969 | $80.4K | 0.00% | −545−36.0% | Reduced |
| Geneos Wealth Management Inc. | 961 | $79.7K | 0.00% | −718−42.8% | Reduced |
| Security National Bank | 960 | $79.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $78.8K | 0.02% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 992 | $78.8K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $75.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 907 | $75.2K | 0.00% | +140+18.3% | Added |
| Walleye Capital LLC | 883 | $73.2K | 0.00% | +883 | New |
| TCTC Holdings, LLC | 875 | $72.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 871 | $72.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 869 | $72.0K | 0.00% | +416+91.8% | Added |
| First Command Advisory Services, Inc. | 864 | $71.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 805 | $66.7K | 0.00% | +805 | New |
| Bokf, NA | 791 | $65.6K | 0.00% | +76+10.6% | Added |
| Private Trust Co NA | 770 | $63.8K | 0.01% | +2+0.3% | Added |
| Heartwood Wealth Advisors LLC | 762 | $63.2K | 0.01% | +762 | New |
| Stephens Consulting, LLC | 725 | $60.1K | 0.02% | −1−0.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 713 | $59.0K | 0.02% | +130+22.3% | Added |
| Godsey & Gibb Associates | 700 | $58.0K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 700 | $58.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 679 | $56.3K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 650 | $53.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 642 | $53.2K | 0.03% | +112+21.1% | Added |
| City Holding Co | 635 | $52.6K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 622 | $51.6K | 0.01% | +13+2.1% | Added |
| Hemington Wealth Management | 613 | $50.0K | 0.01% | +20+3.4% | Added |
| Golden State Wealth Management, LLC | 596 | $49.4K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 584 | $48.4K | 0.03% | +19+3.4% | Added |
| ORG Partners LLC | 583 | $48.3K | 0.01% | +36+6.6% | Added |
| Motco | 581 | $48.2K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 575 | $48.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 577 | $47.8K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 576 | $47.7K | 0.01% | +4+0.7% | Added |
| Legacy Bridge, LLC | 570 | $47.3K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 548 | $47.1K | 0.03% | −140−20.3% | Reduced |
| N.E.W. Advisory Services LLC | 560 | $46.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 559 | $46.3K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 551 | $45.7K | 0.01% | +551 | New |
| Stilwell Value LLC | 547 | $45.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 546 | $45.3K | 0.00% | −108−16.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 528 | $43.8K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 511 | $42.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 490 | $40.6K | 0.00% | −4−0.8% | Reduced |
| Navigoe, LLC | 488 | $40.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 478 | $39.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 476 | $39.5K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 469 | $38.9K | 0.00% | −43−8.4% | Reduced |
| Sentry Investment Management LLC | 464 | $38.0K | 0.03% | −164−26.1% | Reduced |
| Fortis Group Advisors, LLC | 458 | $38.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 450 | $37.3K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $37.2K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 442 | $36.6K | 0.00% | −5−1.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 423 | $35.1K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 422 | $35.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 414 | $34.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 406 | $33.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 403 | $33.4K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $32.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $32.7K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 380 | $31.5K | 0.01% | +380 | New |
| Curio Wealth, LLC | 379 | $31.4K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 374 | $31.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 377 | $31.0K | 0.02% | −380−50.2% | Reduced |
| Toth Financial Advisory Corp | 365 | $30.3K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 360 | $29.9K | 0.00% | +3+0.8% | Added |
| TD Private Client Wealth LLC | 356 | $29.5K | 0.00% | +47+15.2% | Added |
| American National Bank | 349 | $28.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 348 | $28.9K | 0.01% | +210+152.2% | Added |
| Colonial Trust Co | 335 | $27.8K | 0.00% | −68−16.9% | Reduced |
| Bell Investment Advisors, Inc | 328 | $27.2K | 0.00% | −30−8.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 316 | $26.2K | 0.00% | −565−64.1% | Reduced |
| AdvisorNet Financial, Inc | 314 | $26.0K | 0.00% | −311−49.8% | Reduced |
| Concord Wealth Partners | 310 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 303 | $25.1K | 0.00% | +3+1.0% | Added |
| New Age Alpha Advisors, LLC | 302 | $25.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $24.9K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 298 | $24.7K | 0.00% | +3+1.0% | Added |
| United Community Bank | 290 | $24.0K | 0.01% | +290 | New |
| Horizon Financial Services, LLC | 288 | $23.9K | 0.01% | +288 | New |