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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 285 | $23.6K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 282 | $23.4K | 0.01% | +34+13.7% | Added |
| North Star Investment Management Corp. | 277 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $22.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 272 | $22.6K | 0.01% | +11+4.2% | Added |
| Salomon & Ludwin, LLC | 263 | $22.2K | 0.00% | +154+141.3% | Added |
| Center for Financial Planning, Inc. | 264 | $21.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 253 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 240 | $19.9K | 0.00% | +240 | New |
| St Germain D J Co Inc | 239 | $19.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 238 | $19.7K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 236 | $19.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 235 | $19.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 235 | $19.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 229 | $19.0K | 0.00% | +17+8.0% | Added |
| Country Trust Bank | 221 | $18.3K | 0.00% | +221 | New |
| Rocky Mountain Advisers, LLC | 211 | $17.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 210 | $17.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 208 | $17.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 190 | $15.8K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 189 | $15.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $15.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 185 | $15.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 173 | $14.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 173 | $14.3K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 173 | $14.3K | 0.01% | +2+1.2% | Added |
| Spire Wealth Management | 172 | $14.3K | 0.00% | −1,086−86.3% | Reduced |
| Bruce G. Allen Investments, LLC | 170 | $14.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 169 | $14.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 168 | $13.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 167 | $13.8K | 0.00% | +2+1.2% | Added |
| Asset Dedication, LLC | 161 | $13.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 157 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 155 | $12.9K | 0.00% | +5+3.3% | Added |
| CoreFirst Bank & Trust | 150 | $12.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 146 | $12.1K | 0.00% | +1+0.7% | Added |
| Burkett Financial Services, LLC | 137 | $11.3K | 0.00% | +2+1.5% | Added |
| Holos Integrated Wealth LLC | 138 | $11.0K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 132 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 129 | $10.7K | 0.00% | +56+76.7% | Added |
| Kerr Financial Planning Corp | 128 | $10.5K | 0.01% | +128 | New |
| Meeder Asset Management Inc | 126 | $10.4K | 0.00% | −180−58.8% | Reduced |
| Ancora Advisors, LLC | 124 | $10.3K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 123 | $10.2K | 0.00% | +1+0.8% | Added |
| Painted Porch Advisors LLC | 119 | $9.87K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 115 | $9.55K | 0.00% | +1+0.9% | Added |
| Sachetta, LLC | 115 | $9.54K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 115 | $9.54K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $9.12K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 103 | $8.54K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 102 | $8.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 100 | $8.42K | 0.00% | +100 | New |
| Atwood & Palmer Inc | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $8.29K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $8.29K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 100 | $8.29K | 0.00% | +100 | New |
| Marshall & Sterling Wealth Advisors Inc. | 83 | $6.88K | 0.00% | −11−11.7% | Reduced |
| Westend Capital Management, LLC | 80 | $6.63K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 78 | $6.47K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 78 | $6.44K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 75 | $6.22K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 75 | $6.20K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 72 | $5.97K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $5.89K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 70 | $5.80K | 0.00% | −30−30.0% | Reduced |
| New Millennium Group LLC | 68 | $5.64K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 64 | $5.31K | 0.00% | −15−19.0% | Reduced |
| Westfuller Advisors, LLC | 59 | $4.86K | 0.00% | +59 | New |
| IMG Wealth Management, Inc. | 58 | $4.81K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 58 | $4.81K | 0.00% | +58 | New |
| Ogorek Anthony Joseph | 53 | $4.00K | 0.00% | −36−40.4% | Reduced |
| Davis Capital Management | 48 | $3.98K | 0.00% | +48 | New |
| Howard Hughes Medical Institute | 44 | $3.65K | 0.00% | −1−2.2% | Reduced |
| Archer Investment Corp | 44 | $3.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $3.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $3.40K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 40 | $3.32K | 0.00% | +40 | New |
| HM Payson & Co | 39 | $3.23K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $3.15K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $3.15K | 0.00% | +19+100.0% | Added |
| Cloud Capital Management, LLC | 48 | $3.00K | 0.00% | +48 | New |
| ROSS\JOHNSON & Associates LLC | 35 | $2.90K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $2.82K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $2.82K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 32 | $2.65K | 0.00% | +32 | New |
| Maseco LLP | 26 | $2.17K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 26 | $2.16K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 23 | $1.91K | 0.00% | −175−88.4% | Reduced |
| Hughes Financial Services, LLC | 21 | $1.75K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.60K | 0.00% | −1−5.0% | Reduced |
| ZRC Wealth Management, LLC | 18 | $1.49K | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 17 | $1.41K | 0.00% | +5+41.7% | Added |
| Wolff Wiese Magana LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |