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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 4,331 | $382.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,333 | $382.3K | 0.01% | +1,292+42.5% | Added |
| Verition Fund Management LLC | 4,362 | $384.8K | 0.00% | −5,680−56.6% | Reduced |
| Impact Partnership Wealth, LLC | 4,406 | $388.7K | 0.05% | −319−6.8% | Reduced |
| CIBC Private Wealth Group, LLC | 4,408 | $388.8K | 0.00% | −303−6.4% | Reduced |
| Rothschild Investment LLC | 4,437 | $391.4K | 0.02% | +1,055+31.2% | Added |
| Perigon Wealth Management, LLC | 4,444 | $392.0K | 0.01% | +4,444 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,445 | $392.1K | 0.01% | −730−14.1% | Reduced |
| QRG Capital Management, Inc. | 4,453 | $392.8K | 0.00% | −115−2.5% | Reduced |
| Wealthspire Advisors, LLC | 4,459 | $393.3K | 0.00% | +2,966+198.7% | Added |
| AlphaStar Capital Management, LLC | 4,478 | $395.0K | 0.03% | +281+6.7% | Added |
| Vise Technologies, Inc. | 4,541 | $400.6K | 0.01% | +1,348+42.2% | Added |
| Rexford Capital Inc | 4,556 | $401.9K | 0.30% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,574 | $403.0K | 0.03% | −7−0.2% | Reduced |
| Inceptionr LLC | 4,637 | $409.0K | 0.11% | −2,944−38.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,643 | $409.6K | 0.23% | −227−4.7% | Reduced |
| Waldron Private Wealth LLC | 4,656 | $410.7K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,664 | $411.4K | 0.01% | −201−4.1% | Reduced |
| Premier Path Wealth Partners, LLC | 4,689 | $413.6K | 0.05% | −145−3.0% | Reduced |
| Benjamin Edwards Inc | 4,702 | $414.8K | 0.00% | +33+0.7% | Added |
| Stratos Wealth Partners, LTD. | 4,707 | $415.3K | 0.00% | +441+10.3% | Added |
| Aprio Wealth Management, LLC | 4,718 | $416.2K | 0.02% | +4,718 | New |
| Argentarii, LLC | 4,788 | $422.3K | 0.14% | +4+0.1% | Added |
| Horizon Investments, LLC | 4,867 | $429.3K | 0.01% | −2,200−31.1% | Reduced |
| Twin Capital Management Inc | 4,894 | $431.7K | 0.05% | +43+0.9% | Added |
| Concurrent Investment Advisors, LLC | 4,927 | $434.6K | 0.00% | +1,504+43.9% | Added |
| Kingsview Wealth Management, LLC | 4,982 | $439.4K | 0.01% | −3,936−44.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 5,046 | $445.1K | 0.02% | +1,080+27.2% | Added |
| Benin Management CORP | 5,200 | $458.7K | 0.10% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,201 | $458.7K | 0.02% | +32+0.6% | Added |
| Arkadios Wealth Advisors | 5,208 | $459.4K | 0.01% | +990+23.5% | Added |
| STRS Ohio | 5,213 | $459.8K | 0.00% | −97−1.8% | Reduced |
| Huntington National Bank | 5,230 | $461.3K | 0.00% | +1,452+38.4% | Added |
| IHT Wealth Management, LLC | 5,250 | $463.2K | 0.01% | +25+0.5% | Added |
| Boothbay Fund Management, LLC | 5,251 | $463.2K | 0.01% | +5,251 | New |
| Tema ETFs LLC | 5,260 | $464.0K | 0.04% | −12−0.2% | Reduced |
| Krilogy Financial LLC | 5,048 | $469.5K | 0.02% | +641+14.5% | Added |
| Squarepoint Ops LLC | 5,328 | $470.0K | 0.00% | −313,227−98.3% | Reduced |
| MUFG Securities Americas Inc. | 5,386 | $475.1K | 0.03% | −81−1.5% | Reduced |
| Securian Asset Management, Inc | 5,436 | $479.5K | 0.02% | −4,309−44.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,453 | $481.0K | 0.01% | +1,626+42.5% | Added |
| Lido Advisors, LLC | 5,801 | $482.5K | 0.00% | +172+3.1% | Added |
| Palisade Asset Management, LLC | 5,616 | $495.4K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,646 | $498.0K | 0.04% | +5,646 | New |
| Nomura Holdings Inc | 5,672 | $500.3K | 0.00% | +411+7.8% | Added |
| CWA Asset Management Group, LLC | 5,676 | $500.7K | 0.02% | +212+3.9% | Added |
| Apollon Wealth Management, LLC | 5,726 | $505.1K | 0.01% | −323−5.3% | Reduced |
| Iowa State Bank | 5,730 | $505.4K | 0.09% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,834 | $514.6K | 0.01% | +10.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,844 | $515.5K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,919 | $522.1K | 0.01% | −122−2.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,028 | $532.0K | 0.16% | +6,028 | New |
| Centennial Wealth Advisory LLC | 6,060 | $534.6K | 0.14% | +301+5.2% | Added |
| Vontobel Holding Ltd. | 6,102 | $538.3K | 0.00% | −27−0.4% | Reduced |
| Capital Investment Advisors, LLC | 6,123 | $540.1K | 0.01% | +7+0.1% | Added |
| Coldstream Capital Management Inc | 6,124 | $540.2K | 0.01% | −4−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 6,665 | $541.2K | 0.01% | −259−3.7% | Reduced |
| Axq Capital, LP | 6,159 | $543.3K | 0.12% | +6,159 | New |
| Romano Brothers and Company | 6,185 | $545.6K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,232 | $549.8K | 0.00% | +951+18.0% | Added |
| M&T Bank Corp | 6,245 | $550.9K | 0.00% | +2,298+58.2% | Added |
| Greenleaf Trust | 6,283 | $554.2K | 0.01% | +36+0.6% | Added |
| Venture Visionary Partners LLC | 6,285 | $554.4K | 0.02% | +57+0.9% | Added |
| Hilltop National Bank | 6,299 | $555.6K | 0.13% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,326 | $558.0K | 0.02% | −6,350−50.1% | Reduced |
| Johnson Investment Counsel Inc | 6,333 | $558.6K | 0.00% | +3,100+95.9% | Added |
| Curat Global, LLC | 6,382 | $563.0K | 0.63% | −2,042−24.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,388 | $563.5K | 0.01% | −74−1.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,450 | $569.0K | 0.01% | +6,450 | New |
| E. Ohman J:or Asset Management AB | 6,450 | $569.0K | 0.01% | −4,450−40.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,461 | $569.6K | 0.00% | +176+2.8% | Added |
| Gentry Private Wealth, LLC | 6,482 | $571.8K | 0.36% | −946−12.7% | Reduced |
| Guggenheim Capital LLC | 6,545 | $577.3K | 0.00% | −6,812−51.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,591 | $581.4K | 0.03% | +248+3.9% | Added |
| Abn Amro Investment Solutions | 6,642 | $585.9K | 0.01% | +6,642 | New |
| AIA Group Ltd | 6,655 | $587.0K | 0.01% | +6,655 | New |
| Umb Bank N A | 6,690 | $590.1K | 0.01% | +4,565+214.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,738 | $594.4K | 0.03% | +1,580+30.6% | Added |
| Regions Financial Corp | 6,765 | $596.7K | 0.00% | +488+7.8% | Added |
| Callan Family Office, LLC | 6,794 | $599.3K | 0.01% | +895+15.2% | Added |
| Prosperity Consulting Group, LLC | 6,810 | $600.7K | 0.03% | +216+3.3% | Added |
| Vestcor Inc | 6,839 | $603.0K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 6,948 | $612.9K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,966 | $614.4K | 0.03% | +1,853+36.2% | Added |
| Sivia Capital Partners, LLC | 6,999 | $617.4K | 0.13% | +6,999 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $617.5K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,050 | $621.8K | 0.04% | +32+0.5% | Added |
| Jacobi Capital Management LLC | 7,162 | $631.8K | 0.04% | +47+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 7,196 | $634.8K | 0.00% | −422−5.5% | Reduced |
| Mokosak Advisory Group, LLC | 7,209 | $636.0K | 0.16% | +58+0.8% | Added |
| Plimoth Trust Co LLC | 7,398 | $652.6K | 0.15% | −150−2.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,413 | $653.9K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,442 | $656.5K | 0.04% | −268−3.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,200 | $656.7K | 0.02% | +790+12.3% | Added |
| Park Avenue Securities LLC | 7,446 | $657.0K | 0.01% | +1,636+28.2% | Added |
| HB Wealth Management, LLC | 7,453 | $657.5K | 0.00% | +2,039+37.7% | Added |
| Atria Investments LLC | 7,506 | $662.1K | 0.01% | +927+14.1% | Added |
| United Capital Financial Advisers, LLC | 7,544 | $665.5K | 0.00% | +1,344+21.7% | Added |
| Forum Financial Management, LP | 7,546 | $665.6K | 0.01% | +11+0.1% | Added |
| Vivid Wealth Management, LLC | 7,623 | $672.4K | 0.26% | +20.0% | Added |