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Livermore
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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.

13F holders, Q4 2025

Institutional positions in Principal Financial Group Inc as of Dec 31, 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
892
+74 vs. Q3 2025
Shares held
160.8M
+935.8K (+0.6%) vs. Q3 2025
Total value
$14.2B
+$918.6M (+6.9%) vs. Q3 2025
New holders
136
335 more added
Sold out
62
257 more reduced

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 892 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ4 2025: $14.2B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$11.4B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2025.

Institutions holding PFG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.1$1030.00%00.0%Unchanged
DecisionPoint Financial, LLC2$1770.00%00.0%Unchanged
Y.D. More Investments Ltd1,187$3280.00%−379−24.2%Reduced
Evolution Wealth Management Inc.5$4410.00%00.0%Unchanged
Wealth Watch Advisors, INC5$4410.00%00.0%Unchanged
Atlantic Private Wealth, LLC5$4410.00%+5New
Aventura Private Wealth, LLC5$4410.00%+5New
Seneschal Advisors, LLC5$4420.00%00.0%Unchanged
Quaker Wealth Management, LLC5$4420.00%+1+25.0%Added
NorthAvenue LLC5$4420.00%+5New
WestEnd Advisors, LLC6$5290.00%+2+50.0%Added
Signature Equity Partners, LLC6$5290.00%+6New
Addison Advisors LLC6$5300.00%00.0%Unchanged
Lloyd Advisory Services, LLC.7$5890.00%+7New
United Community Bank8$7060.00%−282−97.2%Reduced
Cherry Tree Wealth Management, LLC8$7060.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$7060.00%00.0%Unchanged
Valued Wealth Advisors LLC8$7160.00%00.0%Unchanged
Investors Portfolio Services LLC8$7440.00%+8New
American Capital Advisory, LLC9$7940.00%+3+50.0%Added
Arcadia Investment Management Corp9$7940.00%+9New
Aspect Partners, LLC11$9700.00%00.0%Unchanged
HFM Investment Advisors, LLC11$9710.00%00.0%Unchanged
Penserra Capital Management LLC15$1.00K0.00%00.0%Unchanged
1015 Capital Partners, LLC12$1.06K0.00%+12New
Clark Wealth Partners13$1.15K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC14$1.24K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC15$1.32K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.32K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC15$1.32K0.00%+15New
NVWM, LLC20$1.76K0.00%+5+33.3%Added
Turning Point Benefit Group, Inc.20$1.76K0.00%+16+400.0%Added
Hughes Financial Services, LLC21$1.85K0.00%00.0%Unchanged
Dunhill Financial, LLC21$1.89K0.00%+2+10.5%Added
Avion Wealth24$2.00K0.00%00.0%Unchanged
Clayton Financial Group LLC23$2.03K0.00%+23New
Walleye Capital LLC25$2.21K0.00%−858−97.2%Reduced
LRI Investments, LLC26$2.29K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC26$2.29K0.00%+9+52.9%Added
ZRC Wealth Management, LLC26$2.29K0.00%+8+44.4%Added
Triumph Capital Management27$2.38K0.00%+27New
Kilter Group LLC30$2.65K0.00%−8−21.1%Reduced
Corsicana & Co.32$2.82K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC34$3.00K0.06%−1−2.9%Reduced
Prestige Wealth Management Group LLC34$3.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.36$3.18K0.00%+1+2.9%Added
Financial Management Professionals, Inc.38$3.35K0.00%00.0%Unchanged
HM Payson & Co39$3.44K0.00%00.0%Unchanged
Abound Wealth Management41$3.62K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$3.62K0.00%00.0%Unchanged
Howard Hughes Medical Institute44$3.88K0.00%00.0%Unchanged
Archer Investment Corp44$3.88K0.00%00.0%Unchanged
Ogorek Anthony Joseph53$4.00K0.00%00.0%Unchanged
POM Investment Strategies, LLC49$4.32K0.00%+49New
South State Corp.49$4.32K0.00%−15−23.4%Reduced
Davis Capital Management52$4.59K0.00%+4+8.3%Added
Cornerstone Financial Management LLC54$4.76K0.00%+54New
Annis Gardner Whiting Capital Advisors, LLC54$4.76K0.00%+54New
Ritter Daniher Financial Advisory LLC57$5.03K0.00%−13−18.6%Reduced
Westfuller Advisors, LLC58$5.10K0.00%−1−1.7%Reduced
IMG Wealth Management, Inc.58$5.12K0.00%00.0%Unchanged
SHP Wealth Management66$5.82K0.00%+66New
New Millennium Group LLC68$6.00K0.00%00.0%Unchanged
Strive Financial Group ,LLC70$6.17K0.00%+70New
Rosenberg Matthew Hamilton75$6.62K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC75$6.62K0.00%+75New
Vision Financial Markets LLC76$6.64K0.01%+1+1.3%Added
Westend Capital Management, LLC80$7.06K0.00%00.0%Unchanged
Tucker Asset Management LLC91$8.03K0.00%+91New
Atwood & Palmer Inc100$8.82K0.00%00.0%Unchanged
Albion Financial Group100$8.82K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$8.82K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$8.82K0.01%00.0%Unchanged
Graney & King, LLC100$8.82K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC103$9.09K0.00%−12−10.4%Reduced
Whittier Trust Co of Nevada Inc100$9.18K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$9.70K0.00%00.0%Unchanged
Sachetta, LLC115$10.1K0.01%00.0%Unchanged
USA Financial Portformulas Corp116$10.2K0.00%+116New
REAP Financial Group, LLC116$10.2K0.00%+1+0.9%Added
Kerr Financial Planning Corp109$10.5K0.01%−19−14.8%Reduced
Cornerstone Planning Group LLC115$10.8K0.00%−13−10.2%Reduced
Gunpowder Capital Management, LLC dba Oliver Wealth Management123$10.8K0.01%+123New
Meeder Asset Management Inc124$10.9K0.00%−2−1.6%Reduced
PFS Partners, LLC124$11.0K0.01%+1+0.8%Added
Vermillion Wealth Management, Inc.132$11.6K0.00%00.0%Unchanged
Burkett Financial Services, LLC137$12.2K0.00%00.0%Unchanged
Holos Integrated Wealth LLC138$12.3K0.01%00.0%Unchanged
Private Wealth Management Group, LLC146$12.9K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.149$13.1K0.00%+149New
CoreFirst Bank & Trust150$13.2K0.01%00.0%Unchanged
Trust Co of Vermont157$13.8K0.00%00.0%Unchanged
Horizon Financial Services, LLC158$13.9K0.01%−130−45.1%Reduced
Asset Dedication, LLC161$14.2K0.00%00.0%Unchanged
Ares Financial Consulting, LLC161$14.2K0.01%+161New
Rossby Financial, LCC163$14.4K0.00%+34+26.4%Added
HHM Wealth Advisors, LLC169$14.9K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC170$15.0K0.01%00.0%Unchanged
Strategic Wealth Partners, Ltd.173$15.3K0.00%00.0%Unchanged
Investors Research Corp173$15.3K0.00%00.0%Unchanged