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 |
|---|---|---|---|---|---|
| FIL Ltd | 2,646 | $233.4K | 0.00% | +2,646 | New |
| Westmount Partners, LLC | 2,648 | $233.6K | 0.06% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 2,650 | $233.8K | 0.07% | +2,650 | New |
| MASTERINVEST Kapitalanlage GmbH | 2,646 | $235.2K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,669 | $235.4K | 0.00% | −51−1.9% | Reduced |
| Kinloch Capital, LLC | 2,675 | $236.0K | 0.10% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,683 | $236.7K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,606 | $236.8K | 0.01% | +92+3.7% | Added |
| Gladstone Institutional Advisory LLC | 2,691 | $237.4K | 0.01% | −67−2.4% | Reduced |
| Patton Fund Management, Inc. | 2,706 | $238.7K | 0.03% | −292−9.7% | Reduced |
| GTS Securities LLC | 2,711 | $239.1K | 0.01% | +2,711 | New |
| Mirabella Financial Services LLP | 2,724 | $240.3K | 0.02% | +2,724 | New |
| EverSource Wealth Advisors, LLC | 2,724 | $240.3K | 0.01% | +295+12.1% | Added |
| Winnow Wealth LLC | 2,701 | $240.4K | 0.18% | +52+2.0% | Added |
| Farmers & Merchants Investments Inc | 2,735 | $241.3K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,741 | $241.8K | 0.00% | −8−0.3% | Reduced |
| VisionPoint Advisory Group, LLC | 2,765 | $243.9K | 0.05% | −77−2.7% | Reduced |
| Park National Corp | 2,780 | $245.2K | 0.01% | −7−0.3% | Reduced |
| Atomi Financial Group, Inc. | 2,808 | $247.7K | 0.01% | +327+13.2% | Added |
| 180 Wealth Advisors, LLC | 2,824 | $249.1K | 0.03% | −318−10.1% | Reduced |
| Nicolet Bankshares Inc | 2,845 | $251.0K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,848 | $251.2K | 0.00% | +2,848 | New |
| WBI Investments | 2,883 | $254.3K | 0.07% | +2,883 | New |
| International Private Wealth Advisors LLC | 2,890 | $254.9K | 0.16% | +33+1.2% | Added |
| Busey Wealth Management | 2,904 | $256.2K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,908 | $256.5K | 0.01% | +129+4.6% | Added |
| Gateway Investment Advisers LLC | 2,946 | $259.9K | 0.00% | +2,946 | New |
| HBK Sorce Advisory LLC | 2,684 | $261.2K | 0.01% | +2,684 | New |
| Burney Co | 2,962 | $261.3K | 0.01% | +11+0.4% | Added |
| Valeo Financial Advisors, LLC | 2,964 | $261.5K | 0.01% | +243+8.9% | Added |
| Brookstone Capital Management | 2,981 | $263.0K | 0.00% | −38−1.3% | Reduced |
| Security National Bank of So Dak | 3,000 | $264.6K | 0.13% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $264.6K | 0.08% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 3,003 | $264.9K | 0.03% | −298−9.0% | Reduced |
| Shepherd Financial Partners LLC | 3,009 | $265.4K | 0.02% | +3+0.1% | Added |
| CX Institutional | 3,023 | $267.0K | 0.01% | +205+7.3% | Added |
| Rockland Trust Co | 3,027 | $267.0K | 0.01% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,022 | $267.7K | 0.04% | +3,022 | New |
| Renaissance Group LLC | 3,108 | $274.2K | 0.01% | +51+1.7% | Added |
| Adams Wealth Management | 3,129 | $276.0K | 0.06% | −569−15.4% | Reduced |
| CacheTech Inc. | 3,129 | $276.0K | 0.05% | −569−15.4% | Reduced |
| Wellspring Financial Advisors, LLC | 3,128 | $276.2K | 0.02% | +3,128 | New |
| Chesley Taft & Associates LLC | 3,203 | $282.6K | 0.01% | −63−1.9% | Reduced |
| Pallas Capital Advisors LLC | 3,210 | $283.2K | 0.01% | +3,210 | New |
| Regal Investment Advisors LLC | 3,214 | $283.5K | 0.02% | −49−1.5% | Reduced |
| Brown Advisory Inc | 3,215 | $283.6K | 0.00% | −50−1.5% | Reduced |
| Caerus Investment Advisors, LLC | 3,220 | $284.0K | 0.09% | +3,220 | New |
| Berkshire Money Management, Inc. | 3,222 | $284.2K | 0.03% | +3,222 | New |
| Lake Street Financial LLC | 3,230 | $284.9K | 0.03% | −27−0.8% | Reduced |
| Essex Financial Services, Inc. | 3,247 | $286.4K | 0.02% | +452+16.2% | Added |
| Checchi Capital Advisers, LLC | 3,271 | $288.6K | 0.02% | +197+6.4% | Added |
| Ameritas Advisory Services, LLC | 3,304 | $291.4K | 0.01% | +2,130+181.4% | Added |
| Balyasny Asset Management LLC | 3,331 | $293.8K | 0.00% | +3,331 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $293.9K | 0.10% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,332 | $294.0K | 0.01% | −19−0.6% | Reduced |
| Provident Living Financial Services, Inc. | 3,375 | $297.7K | 0.29% | +3,375 | New |
| Smartleaf Asset Management LLC | 3,384 | $300.8K | 0.01% | +517+18.0% | Added |
| Argent Trust Co | 3,427 | $302.3K | 0.01% | 00.0% | Unchanged |
| Kane Co Wealth Management, Inc. | 3,484 | $307.3K | 0.27% | +3,484 | New |
| FourThought Financial Partners, LLC | 3,485 | $307.4K | 0.03% | +2+0.1% | Added |
| Gsa Capital Partners LLP | 3,512 | $310.0K | 0.03% | −2,171−38.2% | Reduced |
| AlphaGrep UK Ltd | 3,516 | $310.1K | 0.10% | +3,516 | New |
| TCW Group Inc | 3,523 | $310.8K | 0.00% | +3,523 | New |
| Sageworth Trust Co of South Dakota | 3,531 | $311.5K | 0.25% | −166−4.5% | Reduced |
| Brinker Capital Investments, LLC | 3,535 | $311.8K | 0.00% | −448−11.2% | Reduced |
| One Wealth Advisors, LLC | 3,575 | $315.4K | 0.04% | +5+0.1% | Added |
| Daymark Wealth Partners, LLC | 3,584 | $316.2K | 0.01% | +279+8.4% | Added |
| Meeder Advisory Services, Inc. | 3,591 | $316.8K | 0.01% | −3,602−50.1% | Reduced |
| Two Sigma Securities, LLC | 3,598 | $317.4K | 0.04% | −3,188−47.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,541 | $320.5K | 0.01% | +3,541 | New |
| First Citizens Financial Corp | 3,654 | $322.3K | 0.16% | +167+4.8% | Added |
| Aaron Wealth Advisors | 3,655 | $322.4K | 0.02% | +1,079+41.9% | Added |
| Quantbot Technologies LP | 3,700 | $326.4K | 0.01% | −39,430−91.4% | Reduced |
| Waddell & Associates, LLC | 3,703 | $326.6K | 0.02% | +3,703 | New |
| Alteri Wealth LLC | 3,715 | $327.7K | 0.11% | −257−6.5% | Reduced |
| Brevan Howard Capital Management LP | 3,771 | $332.6K | 0.01% | −32,711−89.7% | Reduced |
| Global Retirement Partners, LLC | 3,775 | $333.0K | 0.01% | +2,133+129.9% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $337.1K | 0.23% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,838 | $338.6K | 0.03% | +79+2.1% | Added |
| Independent Advisor Alliance | 3,846 | $339.3K | 0.01% | −67−1.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,870 | $341.4K | 0.02% | −906−19.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $342.4K | 0.01% | 00.0% | Unchanged |
| Perpetual Ltd | 3,892 | $343.3K | 0.00% | +3,892 | New |
| Glaxis Capital Management, LLC | 3,941 | $347.6K | 0.60% | +35+0.9% | Added |
| JMN Financial LLC | 3,960 | $349.3K | 0.35% | +3,960 | New |
| Optima Capital LLC | 3,968 | $350.0K | 0.15% | +30+0.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $352.4K | 0.12% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 4,025 | $355.0K | 0.13% | +205+5.4% | Added |
| Integrated Wealth Concepts LLC | 4,050 | $357.3K | 0.00% | +4,050 | New |
| Seeds Investor LLC | 4,051 | $357.3K | 0.07% | +900+28.6% | Added |
| Keybank National Association | 4,066 | $358.7K | 0.00% | +885+27.8% | Added |
| Woodline Partners LP | 4,075 | $359.5K | 0.00% | +4,075 | New |
| Paradigm Financial Partners, LLC | 4,181 | $368.8K | 0.04% | −205−4.7% | Reduced |
| Aptus Capital Advisors, LLC | 4,193 | $369.9K | 0.00% | +749+21.7% | Added |
| Ashton Thomas Private Wealth, LLC | 4,218 | $372.1K | 0.01% | −3−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,218 | $372.1K | 0.00% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 4,240 | $374.0K | 0.06% | +650+18.1% | Added |
| DGS Capital Management, LLC | 4,252 | $375.1K | 0.06% | +4,252 | New |
| Exchange Traded Concepts, LLC | 4,301 | $379.4K | 0.00% | −2,794−39.4% | Reduced |
| Sagespring Wealth Partners, LLC | 4,307 | $379.9K | 0.01% | +346+8.7% | Added |