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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Team Financial Group, LLC | 174 | $15.4K | 0.01% | +1+0.6% | Added |
| SBI Securities Co., Ltd. | 179 | $15.8K | 0.00% | −6−3.2% | Reduced |
| Zions Bancorporation, National Association | 182 | $16.1K | 0.00% | +27+17.4% | Added |
| Marquette Asset Management, LLC | 188 | $16.6K | 0.00% | +20+11.9% | Added |
| Strategic Investment Solutions, Inc. | 189 | $16.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 190 | $16.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $17.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 195 | $17.2K | 0.01% | +195 | New |
| New England Capital Financial Advisors LLC | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 206 | $18.2K | 0.01% | +206 | New |
| Blueline Advisors LLC | 206 | $18.2K | 0.01% | +206 | New |
| Frazier Financial Advisors, LLC | 208 | $18.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 210 | $18.5K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $18.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 211 | $18.6K | 0.00% | +201+2,010.0% | Added |
| Reflection Asset Management | 215 | $19.0K | 0.01% | +215 | New |
| Key Financial Inc | 219 | $19.3K | 0.00% | −34−13.4% | Reduced |
| Country Trust Bank | 221 | $19.5K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 226 | $19.9K | 0.00% | +226 | New |
| Valley National Advisers Inc | 235 | $20.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 229 | $20.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 234 | $20.6K | 0.01% | +234 | New |
| Caldwell Trust Co | 235 | $20.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 236 | $20.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 238 | $21.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 243 | $21.4K | 0.00% | +172+242.3% | Added |
| Jessup Wealth Management, Inc | 246 | $21.7K | 0.01% | +246 | New |
| Salomon & Ludwin, LLC | 245 | $22.2K | 0.00% | −18−6.8% | Reduced |
| Spire Wealth Management | 261 | $23.0K | 0.00% | +89+51.7% | Added |
| Legacy Wealth Managment, LLC | 261 | $23.0K | 0.01% | +189+262.5% | Added |
| Center for Financial Planning, Inc. | 264 | $23.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 265 | $23.4K | 0.00% | +265 | New |
| Wilkerson Advisory Group LLC | 268 | $23.6K | 0.01% | +268 | New |
| Hoertkorn Richard Charles | 272 | $24.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 277 | $24.4K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 278 | $24.5K | 0.00% | +278 | New |
| YANKCOM Partnership | 282 | $24.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 285 | $25.1K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 293 | $25.8K | 0.02% | +293 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 295 | $26.0K | 0.01% | +295 | New |
| Colonial Trust Co | 295 | $26.0K | 0.00% | −40−11.9% | Reduced |
| Clear Street Markets LLC | 298 | $26.3K | 0.00% | −50−14.4% | Reduced |
| Old Second National Bank of Aurora | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 300 | $26.5K | 0.00% | +2+0.7% | Added |
| Concord Wealth Partners | 310 | $27.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 315 | $27.8K | 0.00% | +12+4.0% | Added |
| Cullen/Frost Bankers, Inc. | 321 | $28.3K | 0.00% | +5+1.6% | Added |
| AdvisorNet Financial, Inc | 324 | $28.6K | 0.00% | +10+3.2% | Added |
| Ancora Advisors, LLC | 334 | $29.5K | 0.00% | +210+169.4% | Added |
| Ameriflex Group, Inc. | 341 | $30.1K | 0.02% | −993−74.4% | Reduced |
| Bell Investment Advisors, Inc | 343 | $30.3K | 0.00% | +15+4.6% | Added |
| Quest 10 Wealth Builders, Inc. | 346 | $30.5K | 0.03% | +268+343.6% | Added |
| TD Private Client Wealth LLC | 346 | $30.5K | 0.00% | −10−2.8% | Reduced |
| American National Bank | 349 | $30.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 349 | $30.8K | 0.01% | +349 | New |
| Covestor Ltd | 361 | $32.0K | 0.02% | −16−4.2% | Reduced |
| TD Capital Management LLC | 363 | $32.1K | 0.00% | +3+0.8% | Added |
| Toth Financial Advisory Corp | 365 | $32.2K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 380 | $33.5K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 379 | $34.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $34.8K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 396 | $34.9K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 398 | $35.1K | 0.00% | +159+66.5% | Added |
| Private Wealth Asset Management, LLC | 403 | $35.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 404 | $35.6K | 0.03% | −46−10.2% | Reduced |
| Fortitude Family Office, LLC | 405 | $35.7K | 0.01% | −1−0.2% | Reduced |
| Anchor Investment Management, LLC | 414 | $36.5K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 422 | $37.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 423 | $37.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 424 | $37.4K | 0.01% | +322+315.7% | Added |
| Rialto Wealth Management, LLC | 424 | $37.4K | 0.01% | +413+3,754.5% | Added |
| Flagship Harbor Advisors, LLC | 431 | $38.0K | 0.00% | +431 | New |
| SJS Investment Consulting Inc. | 433 | $38.2K | 0.00% | +266+159.3% | Added |
| Paladin Advisory Group, LLC | 449 | $39.6K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $40.4K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 464 | $41.0K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 473 | $41.8K | 0.01% | +473 | New |
| Johnson Financial Group, Inc. | 478 | $42.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 484 | $42.7K | 0.01% | −75−13.4% | Reduced |
| Navigoe, LLC | 488 | $43.0K | 0.03% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 508 | $44.8K | 0.01% | +508 | New |
| Westpac Banking Corp | 511 | $45.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 511 | $45.1K | 0.00% | +21+4.3% | Added |
| True Wealth Design, LLC | 511 | $45.1K | 0.01% | +239+87.9% | Added |
| City Holding Co | 525 | $46.3K | 0.01% | −110−17.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 528 | $46.6K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 532 | $46.9K | 0.00% | +63+13.4% | Added |
| Motco | 535 | $47.2K | 0.00% | −46−7.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 546 | $48.2K | 0.00% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $48.3K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 551 | $48.6K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 557 | $49.1K | 0.01% | −19−3.3% | Reduced |
| N.E.W. Advisory Services LLC | 560 | $49.4K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 570 | $50.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 577 | $50.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 583 | $51.4K | 0.00% | +343+142.9% | Added |
| UMA Financial Services, Inc. | 590 | $52.0K | 0.01% | +216+57.8% | Added |
| Golden State Wealth Management, LLC | 596 | $52.6K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 600 | $52.9K | 0.01% | +17+2.9% | Added |