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 |
|---|---|---|---|---|---|
| Fideuram Asset Management (Ireland) dac | 669 | $53.3K | 0.00% | +669 | New |
| Onefund, LLC | 617 | $54.4K | 0.03% | +33+5.7% | Added |
| BFSG, LLC | 622 | $54.9K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 642 | $56.6K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 648 | $57.0K | 0.02% | −65−9.1% | Reduced |
| Tompkins Financial Corp | 650 | $57.3K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $61.7K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 700 | $61.7K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 725 | $64.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 763 | $67.3K | 0.00% | −328−30.1% | Reduced |
| Ronald Blue Trust, Inc. | 802 | $70.7K | 0.00% | −184−18.7% | Reduced |
| Bokf, NA | 805 | $71.0K | 0.00% | +14+1.8% | Added |
| MV Capital Management, Inc. | 852 | $75.2K | 0.01% | +173+25.5% | Added |
| TFC Financial Management | 871 | $76.8K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 875 | $77.2K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 893 | $78.8K | 0.00% | +29+3.4% | Added |
| First Community Trust NA | 893 | $78.8K | 0.06% | +417+87.6% | Added |
| Quarry LP | 920 | $81.2K | 0.01% | +920 | New |
| Geneos Wealth Management Inc. | 950 | $83.8K | 0.00% | −11−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 951 | $83.9K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 951 | $83.9K | 0.00% | −29−3.0% | Reduced |
| Security National Bank | 960 | $84.7K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,037 | $85.8K | 0.00% | +1,037 | New |
| Key Capital Management, INC | 977 | $86.2K | 0.09% | +977 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $87.6K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $88.2K | 0.05% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,066 | $94.0K | 0.00% | +261+32.4% | Added |
| GHP Investment Advisors, Inc. | 1,099 | $96.9K | 0.00% | +100+10.0% | Added |
| Larson Financial Group LLC | 1,101 | $97.1K | 0.00% | +132+13.6% | Added |
| RMG Wealth Management LLC | 1,059 | $97.4K | 0.01% | +67+6.8% | Added |
| Richardson Financial Services Inc. | 1,110 | $97.9K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,128 | $99.5K | 0.01% | +6+0.5% | Added |
| Olistico Wealth, LLC | 1,158 | $102.2K | 0.05% | +1,158 | New |
| Versant Capital Management, Inc | 1,173 | $103.5K | 0.01% | −44−3.6% | Reduced |
| Hantz Financial Services, Inc. | 1,205 | $106.0K | 0.00% | −127−9.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,202 | $106.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,241 | $109.5K | 0.03% | +1,241 | New |
| Clearstead Advisors, LLC | 1,259 | $111.1K | 0.00% | +352+38.8% | Added |
| JFS Wealth Advisors, LLC | 1,278 | $112.7K | 0.01% | +51+4.2% | Added |
| Private Trust Co NA | 1,321 | $116.5K | 0.01% | +551+71.6% | Added |
| JNBA Financial Advisors | 1,432 | $126.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,440 | $127.0K | 0.01% | +12+0.8% | Added |
| LGT Financial Advisors LLC | 1,547 | $136.5K | 0.84% | −1−0.1% | Reduced |
| Raiffeisen Bank International AG | 1,570 | $139.6K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,601 | $141.2K | 0.01% | +199+14.2% | Added |
| Quent Capital, LLC | 1,601 | $141.2K | 0.01% | +61+4.0% | Added |
| Torren Management, LLC | 1,641 | $144.8K | 0.07% | +1,641 | New |
| Atlas Capital Advisors LLC | 1,650 | $145.5K | 0.02% | +1,650 | New |
| Harbor Investment Advisory, LLC | 1,654 | $145.9K | 0.01% | +78+4.9% | Added |
| Manchester Capital Management LLC | 1,680 | $148.2K | 0.02% | +305+22.2% | Added |
| Parallel Advisors, LLC | 1,686 | $148.8K | 0.00% | +119+7.6% | Added |
| Compass Financial Services Inc | 1,693 | $149.3K | 0.06% | +11+0.7% | Added |
| Central Trust Co | 1,737 | $153.2K | 0.00% | −8−0.5% | Reduced |
| Silvant Capital Management LLC | 1,747 | $154.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,797 | $158.5K | 0.00% | +457+34.1% | Added |
| West Financial Advisors, LLC | 1,806 | $159.3K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,954 | $173.0K | 0.00% | +144+8.0% | Added |
| EFG International AG | 2,062 | $181.9K | 0.00% | +2,062 | New |
| Ameritas Investment Partners, Inc. | 2,113 | $186.4K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 2,119 | $186.9K | 0.10% | +882+71.3% | Added |
| Employees Retirement System of Texas | 2,126 | $188.0K | 0.00% | +2,126 | New |
| Ofi Invest Asset Management | 2,531 | $190.1K | 0.00% | +2,531 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,278 | $200.9K | 0.02% | +2,278 | New |
| Harbour Investments, Inc. | 2,287 | $201.7K | 0.00% | +208+10.0% | Added |
| Koshinski Asset Management, Inc. | 2,304 | $203.2K | 0.01% | +2,304 | New |
| Cidel Asset Management Inc | 2,307 | $203.5K | 0.01% | −161−6.5% | Reduced |
| Independent Wealth Network Inc. | 2,310 | $203.8K | 0.06% | +2,310 | New |
| Van Eck Associates Corp | 2,311 | $204.0K | 0.00% | +488+26.8% | Added |
| Essential Partners LLC | 2,320 | $204.6K | 0.06% | +1,331+134.6% | Added |
| Erste Asset Management GmbH | 2,300 | $204.8K | 0.00% | −3,469−60.1% | Reduced |
| Auxier Asset Management | 2,322 | $204.8K | 0.03% | +2,322 | New |
| Evoke Wealth, LLC | 2,323 | $204.9K | 0.00% | +2,323 | New |
| waypoint wealth counsel | 2,331 | $205.7K | 0.08% | +2,331 | New |
| Trust Asset Management LLC | 2,352 | $207.5K | 0.01% | −92−3.8% | Reduced |
| Kavar Capital Partners Group, LLC | 2,360 | $208.2K | 0.03% | +2,360 | New |
| Acropolis Investment Management, LLC | 2,378 | $209.8K | 0.01% | +2,378 | New |
| Panagora Asset Management Inc | 2,380 | $209.9K | 0.00% | +2,380 | New |
| Beacon Pointe Advisors, LLC | 2,393 | $211.0K | 0.00% | +2,393 | New |
| Cora Capital Advisors LLC | 2,401 | $211.8K | 0.08% | +2,401 | New |
| Resurgent Financial Advisors LLC | 2,402 | $211.9K | 0.11% | +2,402 | New |
| Smith, Moore & Co. | 2,412 | $212.7K | 0.02% | +2,412 | New |
| Signaturefd, LLC | 2,430 | $214.4K | 0.00% | +31+1.3% | Added |
| State of Wyoming | 2,433 | $214.6K | 0.02% | −2,578−51.4% | Reduced |
| StoneX Group Inc. | 2,437 | $215.0K | 0.01% | +2,437 | New |
| SageView Advisory Group, LLC | 2,452 | $216.3K | 0.01% | −25−1.0% | Reduced |
| Paragon Capital Management Ltd | 2,459 | $217.0K | 0.04% | +2,459 | New |
| Turtle Creek Wealth Advisors, LLC | 2,476 | $218.4K | 0.02% | −80−3.1% | Reduced |
| Long Run Wealth Advisors, LLC | 2,488 | $219.5K | 0.04% | +22+0.9% | Added |
| Paladin Partners, LLC | 2,490 | $219.6K | 0.16% | +2,490 | New |
| S&CO Inc | 2,500 | $220.0K | 0.01% | 00.0% | Unchanged |
| First Nebraska Trust Co | 2,529 | $223.1K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,555 | $225.4K | 0.00% | −801−23.9% | Reduced |
| TSFG, LLC | 2,570 | $227.0K | 0.03% | +22+0.9% | Added |
| Blair William & Co | 2,590 | $228.4K | 0.00% | −478−15.6% | Reduced |
| Kera Capital Partners, Inc. | 2,415 | $228.8K | 0.03% | +2,415 | New |
| Whittier Trust Co | 2,500 | $229.5K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,622 | $231.3K | 0.00% | +2,622 | New |
| Leavell Investment Management, Inc. | 2,624 | $231.4K | 0.01% | +10.0% | Added |
| nVerses Capital, LLC | 2,639 | $232.8K | 0.52% | +2,639 | New |
| Investment Research & Advisory Group, Inc. | 2,636 | $233.2K | 0.08% | +2,636 | New |