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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.

Q4 2025 vs. Q3 2025

How the institutions holding Principal Financial Group Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of PFG: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders82911892+74
Shares159.9M67.5K160.8M+935.8K (+0.6%)
Value$13.3B$5.46M$14.2B+$918.6M (+6.9%)

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (136)

Institutions that held Principal Financial Group Inc at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 136 by value.

Institutions new to PFG in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank3,098,015$273.3M0.03%
Eurizon Capital SGR S.p.A.368,119$32.5M0.10%
Caisse de Depot Et Placement du Quebec204,500$18.0M0.03%
La Banque Postale Asset Management SA117,897$10.4M0.12%
Nomura Asset Management International Inc.57,731$5.09M0.01%
Adage Capital Partners GP, L.L.C.55,500$4.90M0.01%
Ieq Capital, LLC50,459$4.45M0.01%
Econ Financial Services Corp44,914$3.96M1.99%
Lombard Odier Asset Management (Switzerland) SA43,179$3.81M0.16%
CIBC World Markets Corp28,604$2.52M0.01%
Algert Global LLC27,350$2.41M0.04%
Claro Advisors LLC26,978$2.38M0.32%
VCI Wealth Management LLC18,711$1.65M0.46%
Y-Intercept (Hong Kong) Ltd18,139$1.60M0.04%
Osmosis Investment Management UK Ltd16,901$1.49M0.04%
OpenArc Corporate Advisory, LLC16,653$1.47M0.02%
Oak Thistle LLC16,570$1.46M0.20%
Commerzbank Aktiengesellschaft14,475$1.28M0.03%
Wiregrass Investment Management LLC13,520$1.19M1.00%
EP Wealth Advisors, LLC13,091$1.15M0.01%
Pinebridge Investments LLC12,891$1.14M0.01%
Redwood Investment Management, LLC12,393$1.09M0.12%
Mork Capital Management, LLC12,370$1.09M0.67%
Qsemble Capital Management, LP12,313$1.09M0.09%
Glenmede Trust Co NA11,920$1.05M0.00%
National Wealth Management Group, LLC11,318$998.3K0.35%
Laird Norton Trust Company, LLC10,504$926.6K0.02%
Evolve Private Wealth, LLC9,775$862.3K0.05%
Picton Mahoney Asset Management9,435$832.3K0.01%
Legato Capital Management LLC8,169$720.6K0.06%
RMB Capital Management, LLC8,115$715.8K0.01%
North Dakota State Investment Board7,634$673.4K0.03%
Sivia Capital Partners, LLC6,999$617.4K0.13%
AIA Group Ltd6,655$587.0K0.01%
Abn Amro Investment Solutions6,642$585.9K0.01%
PensionDanmark Pensionsforsikringsaktieselskab6,450$569.0K0.01%
Axq Capital, LP6,159$543.3K0.12%
Jackson Creek Investment Advisors LLC6,028$532.0K0.16%
DRW Securities, LLC5,646$498.0K0.04%
Boothbay Fund Management, LLC5,251$463.2K0.01%
Aprio Wealth Management, LLC4,718$416.2K0.02%
Perigon Wealth Management, LLC4,444$392.0K0.01%
DGS Capital Management, LLC4,252$375.1K0.06%
Woodline Partners LP4,075$359.5K0.00%
Integrated Wealth Concepts LLC4,050$357.3K0.00%
JMN Financial LLC3,960$349.3K0.35%
Perpetual Ltd3,892$343.3K0.00%
Waddell & Associates, LLC3,703$326.6K0.02%
NorthCrest Asset Manangement, LLC3,541$320.5K0.01%
TCW Group Inc3,523$310.8K0.00%
AlphaGrep UK Ltd3,516$310.1K0.10%
Kane Co Wealth Management, Inc.3,484$307.3K0.27%
Provident Living Financial Services, Inc.3,375$297.7K0.29%
Balyasny Asset Management LLC3,331$293.8K0.00%
Berkshire Money Management, Inc.3,222$284.2K0.03%
Caerus Investment Advisors, LLC3,220$284.0K0.09%
Pallas Capital Advisors LLC3,210$283.2K0.01%
Wellspring Financial Advisors, LLC3,128$276.2K0.02%
Symphony Financial, Ltd. Co.3,022$267.7K0.04%
HBK Sorce Advisory LLC2,684$261.2K0.01%
Gateway Investment Advisers LLC2,946$259.9K0.00%
WBI Investments2,883$254.3K0.07%
NewEdge Wealth, LLC2,848$251.2K0.00%
Mirabella Financial Services LLP2,724$240.3K0.02%
GTS Securities LLC2,711$239.1K0.01%
RFG - Bristol Wealth Advisors, LLC2,650$233.8K0.07%
FIL Ltd2,646$233.4K0.00%
Investment Research & Advisory Group, Inc.2,636$233.2K0.08%
nVerses Capital, LLC2,639$232.8K0.52%
Ritholtz Wealth Management2,622$231.3K0.00%
Kera Capital Partners, Inc.2,415$228.8K0.03%
Paladin Partners, LLC2,490$219.6K0.16%
Paragon Capital Management Ltd2,459$217.0K0.04%
StoneX Group Inc.2,437$215.0K0.01%
Smith, Moore & Co.2,412$212.7K0.02%
Resurgent Financial Advisors LLC2,402$211.9K0.11%
Cora Capital Advisors LLC2,401$211.8K0.08%
Beacon Pointe Advisors, LLC2,393$211.0K0.00%
Panagora Asset Management Inc2,380$209.9K0.00%
Acropolis Investment Management, LLC2,378$209.8K0.01%
Kavar Capital Partners Group, LLC2,360$208.2K0.03%
waypoint wealth counsel2,331$205.7K0.08%
Evoke Wealth, LLC2,323$204.9K0.00%
Auxier Asset Management2,322$204.8K0.03%
Independent Wealth Network Inc.2,310$203.8K0.06%
Koshinski Asset Management, Inc.2,304$203.2K0.01%
Pinnacle Wealth Planning Services, Inc.2,278$200.9K0.02%
Ofi Invest Asset Management2,531$190.1K0.00%
Employees Retirement System of Texas2,126$188.0K0.00%
EFG International AG2,062$181.9K0.00%
Atlas Capital Advisors LLC1,650$145.5K0.02%
Torren Management, LLC1,641$144.8K0.07%
Caitong International Asset Management Co., Ltd1,241$109.5K0.03%
Olistico Wealth, LLC1,158$102.2K0.05%
Key Capital Management, INC977$86.2K0.09%
Los Angeles Capital Management LLC1,037$85.8K0.00%
Quarry LP920$81.2K0.01%
Fideuram Asset Management (Ireland) dac669$53.3K0.00%
Elyxium Wealth, LLC508$44.8K0.01%
Keating Financial Advisory Services, Inc.473$41.8K0.01%

Sold out (62)

Institutions that held Principal Financial Group Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PFG in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Voloridge Investment Management, LLC327,368$27.1M
Prana Capital Management, LP241,339$20.0M
Alyeska Investment Group, L.P.148,973$12.4M
Entropy Technologies, LP48,433$4.02M
Dark Forest Capital Management LP44,867$3.72M
Graham Capital Management, L.P.27,573$2.29M
Aquatic Capital Management LLC24,292$2.01M
XTX Topco Ltd22,815$1.89M
Neo Ivy Capital Management16,914$1.40M
Vinva Investment Management Ltd15,893$1.31M
Midland Wealth Advisors LLC15,674$1.30M
Toroso Investments, LLC15,234$1.26M
Bayesian Capital Management, LP12,300$1.02M
Headlands Technologies LLC11,863$983.6K
Great Lakes Advisors, LLC11,148$924.3K
Prudential PLC8,232$682.5K
Denali Advisors LLC7,221$598.7K
Jump Financial, LLC6,231$516.6K
Meiji Yasuda Life Insurance Co5,693$472.0K
Tudor Investment Corp Et Al5,583$462.9K
NorthRock Partners, LLC5,415$449.0K
MQS Management LLC5,258$435.9K
Kovitz Investment Group Partners, LLC4,995$414.2K
Belpointe Asset Management LLC4,983$413.2K
Applied Finance Capital Management, LLC4,595$381.0K
Arete Wealth Advisors, LLC4,460$370.0K
Machina Capital S.A.S.4,298$356.3K
LifeWealth Investments, LLC4,217$349.7K
Brighton Jones LLC3,944$327.0K
Catalytic Wealth RIA, LLC3,094$256.5K
Resolute Wealth Strategies, LLC3,073$254.8K
RIA Advisory Group LLC2,988$247.8K
Capstone Investment Advisors, LLC2,829$234.6K
Teza Capital Management LLC2,793$231.6K
Campbell & CO Investment Adviser LLC2,756$228.5K
Profund Advisors LLC2,677$221.9K
FORA Capital, LLC2,529$209.7K
NJ State Employees Deferred Compensation Plan2,500$207.3K
Arista Wealth Management, LLC2,435$201.9K
Mather Group, LLC.1,734$143.8K
Simplex Trading, LLC1,255$104.0K
Catalyst Capital Advisors LLC869$72.0K
Heartwood Wealth Advisors LLC762$63.2K
Sit Investment Associates Inc575$48.0K
Group One Trading, L.P.442$36.6K
New Age Alpha Advisors, LLC302$25.0K
Trust Co of Toledo NA200$16.6K
Alpine Bank Wealth Management189$15.7K
Painted Porch Advisors LLC119$9.87K
Rise Advisors, LLC103$8.54K
Marshall & Sterling Wealth Advisors Inc.83$6.88K
Pin Oak Investment Advisors Inc78$6.47K
Halbert Hargrove Global Advisors, LLC58$4.81K
Cloud Capital Management, LLC48$3.00K
Maseco LLP26$2.17K
Atlantic Trust, LLC23$1.91K
Global Wealth Strategies & Associates20$1.66K
Tortoise Investment Management, LLC14$1.16K
Strengthening Families & Communities, LLC6$506
Avalon Trust Co6$498
Orion Capital Management LLC6$497
JPL Wealth Management, LLC5$415

Not filed for Q4 2025 yet (11)

Institutions that held Principal Financial Group Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
CIBC Bancorp USA Inc.28,738$2.38M
Glenmede Investment Management, LP12,312$1.02M
Wetherby Asset Management Inc7,010$581.2K
Lion Street Advisors, LLC8,301$556.9K
Sonora Investment Management Group, LLC3,600$298.5K
Abich Financial Wealth Management LLC3,370$279.4K
AXA Investment Managers S.A.1,905$157.9K
Binnacle Investments Inc1,051$87.1K
Hemington Wealth Management613$50.0K
WFA Asset Management Corp548$47.1K
Guerra Advisors Inc40$3.32K