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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
Neo Ivy Capital Management0$00.00%−16,914−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−15,893−100.0%Sold out
Midland Wealth Advisors LLC0$00.00%−15,674−100.0%Sold out
Toroso Investments, LLC0$00.00%−15,234−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,300−100.0%Sold out
Headlands Technologies LLC0$00.00%−11,863−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−11,148−100.0%Sold out
Prudential PLC0$00.00%−8,232−100.0%Sold out
Denali Advisors LLC0$00.00%−7,221−100.0%Sold out
Jump Financial, LLC0$00.00%−6,231−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−5,693−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−5,583−100.0%Sold out
NorthRock Partners, LLC0$00.00%−5,415−100.0%Sold out
MQS Management LLC0$00.00%−5,258−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−4,995−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−4,983−100.0%Sold out
Applied Finance Capital Management, LLC0$00.00%−4,595−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−4,460−100.0%Sold out
Machina Capital S.A.S.0$00.00%−4,298−100.0%Sold out
LifeWealth Investments, LLC0$00.00%−4,217−100.0%Sold out
Brighton Jones LLC0$00.00%−3,944−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−3,094−100.0%Sold out
Resolute Wealth Strategies, LLC0$00.00%−3,073−100.0%Sold out
RIA Advisory Group LLC0$00.00%−2,988−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−2,829−100.0%Sold out
Teza Capital Management LLC0$00.00%−2,793−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−2,756−100.0%Sold out
Profund Advisors LLC0$00.00%−2,677−100.0%Sold out
FORA Capital, LLC0$00.00%−2,529−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−2,500−100.0%Sold out
Arista Wealth Management, LLC0$00.00%−2,435−100.0%Sold out
Mather Group, LLC.0$00.00%−1,734−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,255−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−869−100.0%Sold out
Heartwood Wealth Advisors LLC0$00.00%−762−100.0%Sold out
Sit Investment Associates Inc0$00.00%−575−100.0%Sold out
Group One Trading, L.P.0$00.00%−442−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−302−100.0%Sold out
Trust Co of Toledo NA0$00.00%−200−100.0%Sold out
Alpine Bank Wealth Management0$00.00%−189−100.0%Sold out
Painted Porch Advisors LLC0$00.00%−119−100.0%Sold out
Rise Advisors, LLC0$00.00%−103−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−83−100.0%Sold out
Pin Oak Investment Advisors Inc0$00.00%−78−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−58−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−48−100.0%Sold out
Maseco LLP0$00.00%−26−100.0%Sold out
Atlantic Trust, LLC0$00.00%−23−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−20−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−14−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−6−100.0%Sold out
Avalon Trust Co0$00.00%−6−100.0%Sold out
Orion Capital Management LLC0$00.00%−6−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−5−100.0%Sold out
CIBC Bancorp USA Inc.––––Not filed
Glenmede Investment Management, LP––––Not filed
Wetherby Asset Management Inc––––Not filed
Lion Street Advisors, LLC––––Not filed
Sonora Investment Management Group, LLC––––Not filed
Abich Financial Wealth Management LLC––––Not filed
AXA Investment Managers S.A.––––Not filed
Binnacle Investments Inc––––Not filed
Hemington Wealth Management––––Not filed
WFA Asset Management Corp––––Not filed
Guerra Advisors Inc––––Not filed