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 |
|---|---|---|---|---|---|
| North Dakota State Investment Board | 7,634 | $673.4K | 0.03% | +7,634 | New |
| Worldquant Millennium Advisors LLC | 7,647 | $674.5K | 0.00% | −121,878−94.1% | Reduced |
| GAMMA Investing LLC | 7,785 | $686.7K | 0.03% | +1,595+25.8% | Added |
| Wolff Financial Management LLC | 7,815 | $689.4K | 0.16% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,847 | $692.2K | 0.03% | −338−4.1% | Reduced |
| Assenagon Asset Management S.A. | 7,922 | $698.8K | 0.00% | −689,813−98.9% | Reduced |
| City State Bank | 7,938 | $700.2K | 0.19% | −100−1.2% | Reduced |
| IFP Advisors, Inc | 8,004 | $706.0K | 0.02% | −169−2.1% | Reduced |
| RMB Capital Management, LLC | 8,115 | $715.8K | 0.01% | +8,115 | New |
| Equitable Holdings, Inc. | 8,144 | $718.4K | 0.00% | −92−1.1% | Reduced |
| Legato Capital Management LLC | 8,169 | $720.6K | 0.06% | +8,169 | New |
| Skopos Labs, Inc. | 8,116 | $722.6K | 0.03% | +4,313+113.4% | Added |
| Allworth Financial LP | 8,251 | $727.8K | 0.00% | −279−3.3% | Reduced |
| Syon Capital LLC | 8,363 | $737.7K | 0.04% | +1,093+15.0% | Added |
| Pinnacle Associates Ltd | 8,422 | $742.9K | 0.01% | +1,146+15.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,411 | $744.0K | 0.00% | +450+5.7% | Added |
| Argonautica Private Wealth Management, Inc | 8,460 | $746.3K | 0.22% | −299−3.4% | Reduced |
| Omers Administration Corp | 8,518 | $751.4K | 0.01% | −9,900−53.8% | Reduced |
| Truist Financial Corp | 8,696 | $767.1K | 0.00% | +584+7.2% | Added |
| Gotham Asset Management, LLC | 8,763 | $773.0K | 0.00% | +5,218+147.2% | Added |
| South Dakota Investment Council | 8,914 | $786.0K | 0.01% | −500−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,830 | $789.6K | 0.00% | −146−1.6% | Reduced |
| Holderness Investments Co | 9,028 | $796.4K | 0.16% | −220−2.4% | Reduced |
| Ausdal Financial Partners, Inc. | 9,032 | $796.7K | 0.04% | +305+3.5% | Added |
| Elevated Capital Advisors, LLC | 9,100 | $802.7K | 0.19% | +410+4.7% | Added |
| Fifth Third Bancorp | 9,130 | $805.4K | 0.00% | +127+1.4% | Added |
| Buckingham Strategic Partners | 9,227 | $813.9K | 0.01% | +3,464+60.1% | Added |
| Verdence Capital Advisors LLC | 9,242 | $815.2K | 0.05% | +158+1.7% | Added |
| New Mexico Educational Retirement Board | 9,254 | $816.0K | 0.02% | −100−1.1% | Reduced |
| ING Groep NV | 9,289 | $819.4K | 0.00% | −266−2.8% | Reduced |
| Bessemer Group Inc | 9,415 | $831.0K | 0.00% | −520−5.2% | Reduced |
| Picton Mahoney Asset Management | 9,435 | $832.3K | 0.01% | +9,435 | New |
| Everence Capital Management Inc | 9,570 | $844.0K | 0.05% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 9,577 | $844.8K | 0.51% | +61+0.6% | Added |
| Summit Trail Advisors, LLC | 9,732 | $858.5K | 0.01% | −4,113−29.7% | Reduced |
| Evolve Private Wealth, LLC | 9,775 | $862.3K | 0.05% | +9,775 | New |
| Plato Investment Management Ltd | 9,747 | $864.0K | 0.06% | +1,247+14.7% | Added |
| Assetmark, Inc | 9,902 | $873.5K | 0.00% | +1,478+17.5% | Added |
| Quadrant Capital Group LLC | 10,127 | $893.3K | 0.03% | −42−0.4% | Reduced |
| Louisiana State Employees Retirement System | 10,200 | $899.7K | 0.02% | −400−3.8% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $902.9K | 0.20% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 10,370 | $914.7K | 0.31% | +62+0.6% | Added |
| Warren Averett Asset Management, LLC | 10,395 | $916.9K | 0.01% | +1,339+14.8% | Added |
| Laird Norton Trust Company, LLC | 10,504 | $926.6K | 0.02% | +10,504 | New |
| Ascent Group, LLC | 10,556 | $931.1K | 0.03% | +214+2.1% | Added |
| West Bancorporation Inc | 10,610 | $935.9K | 0.49% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,616 | $936.4K | 0.01% | +208+2.0% | Added |
| Martin Capital Partners, LLC | 10,748 | $948.0K | 0.36% | −76−0.7% | Reduced |
| Integrity Alliance, LLC. | 10,808 | $953.5K | 0.03% | +6,904+176.8% | Added |
| Maryland State Retirement & Pension System | 10,843 | $956.5K | 0.02% | −700−6.1% | Reduced |
| Empowered Funds, LLC | 10,908 | $962.2K | 0.02% | +572+5.5% | Added |
| Transamerica Financial Advisors, Inc. | 11,035 | $973.4K | 0.08% | −420−3.7% | Reduced |
| HighPoint Advisor Group LLC | 11,100 | $979.1K | 0.02% | +1,711+18.2% | Added |
| National Wealth Management Group, LLC | 11,318 | $998.3K | 0.35% | +11,318 | New |
| Metis Global Partners, LLC | 11,385 | $1.00M | 0.02% | +4,222+58.9% | Added |
| Intech Investment Management LLC | 11,441 | $1.01M | 0.01% | −5,557−32.7% | Reduced |
| Montag A & Associates Inc | 11,750 | $1.04M | 0.05% | −2,315−16.5% | Reduced |
| Gilbert & Cook, Inc. | 11,783 | $1.04M | 0.13% | +3,284+38.6% | Added |
| KC Investment Advisors, LLC | 11,853 | $1.05M | 0.26% | −1,371−10.4% | Reduced |
| Glenmede Trust Co NA | 11,920 | $1.05M | 0.00% | +11,920 | New |
| GWM Advisors LLC | 12,055 | $1.06M | 0.00% | +1,630+15.6% | Added |
| CAPROCK Group, Inc. | 12,167 | $1.07M | 0.02% | +2,891+31.2% | Added |
| Norinchukin Bank, The | 12,241 | $1.08M | 0.01% | +605+5.2% | Added |
| Gulf International Bank (UK) Ltd | 12,263 | $1.08M | 0.04% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 12,313 | $1.09M | 0.09% | +12,313 | New |
| Mork Capital Management, LLC | 12,370 | $1.09M | 0.67% | +12,370 | New |
| Redwood Investment Management, LLC | 12,393 | $1.09M | 0.12% | +12,393 | New |
| Legacy Financial Group LLC | 11,347 | $1.09M | 0.14% | +386+3.5% | Added |
| Savant Capital, LLC | 12,493 | $1.10M | 0.01% | −227−1.8% | Reduced |
| Versor Investments LP | 12,569 | $1.11M | 0.17% | +4,483+55.4% | Added |
| Pinebridge Investments LLC | 12,891 | $1.14M | 0.01% | +12,891 | New |
| Sterling Capital Management LLC | 12,902 | $1.14M | 0.02% | −829−6.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,993 | $1.15M | 0.01% | +1,666+14.7% | Added |
| EP Wealth Advisors, LLC | 13,091 | $1.15M | 0.01% | +13,091 | New |
| Merit Financial Group, LLC | 13,137 | $1.16M | 0.01% | +4,941+60.3% | Added |
| Resources Investment Advisors, LLC. | 13,167 | $1.16M | 0.01% | +51+0.4% | Added |
| Impax Asset Management Group plc | 13,450 | $1.19M | 0.01% | 00.0% | Unchanged |
| Wiregrass Investment Management LLC | 13,520 | $1.19M | 1.00% | +13,520 | New |
| Kestra Advisory Services, LLC | 13,679 | $1.21M | 0.00% | +592+4.5% | Added |
| PSI Advisors, LLC | 13,681 | $1.21M | 0.30% | +491+3.7% | Added |
| Procyon Private Wealth Partners, LLC | 13,734 | $1.21M | 0.06% | −437−3.1% | Reduced |
| Kentucky Retirement Systems | 13,943 | $1.23M | 0.03% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 14,557 | $1.23M | 0.02% | −208−1.4% | Reduced |
| Allstate Corp | 14,014 | $1.24M | 0.02% | +6,823+94.9% | Added |
| D.A. Davidson & Co. | 14,028 | $1.24M | 0.01% | +312+2.3% | Added |
| Caxton Associates LLP | 14,091 | $1.24M | 0.02% | −544−3.7% | Reduced |
| Kestra Private Wealth Services, LLC | 14,302 | $1.26M | 0.02% | +502+3.6% | Added |
| Avanza Fonder AB | 14,358 | $1.27M | 0.03% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 14,475 | $1.28M | 0.03% | +14,475 | New |
| Sequoia Financial Advisors, LLC | 14,775 | $1.30M | 0.01% | +5,625+61.5% | Added |
| Stifel Financial Corp | 14,953 | $1.32M | 0.00% | +1,026+7.4% | Added |
| Investment Management Corp of Ontario | 15,037 | $1.33M | 0.02% | +4,603+44.1% | Added |
| Neuberger Berman Group LLC | 15,071 | $1.33M | 0.00% | +1,601+11.9% | Added |
| Hartford Investment Management Co | 15,240 | $1.34M | 0.04% | +401+2.7% | Added |
| CBOE Vest Financial, LLC | 15,246 | $1.34M | 0.02% | +1,558+11.4% | Added |
| Cornercap Investment Counsel Inc | 15,312 | $1.35M | 0.67% | −208−1.3% | Reduced |
| Farther Finance Advisors, LLC | 15,599 | $1.38M | 0.01% | +2,488+19.0% | Added |
| Commonwealth Retirement Investments LLC | 15,747 | $1.39M | 0.45% | +317+2.1% | Added |
| HighTower Advisors, LLC | 16,040 | $1.41M | 0.00% | −1,373−7.9% | Reduced |
| Modern Wealth Management, LLC | 16,381 | $1.45M | 0.03% | +2,560+18.5% | Added |