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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 15,037 | $1.33M | 0.02% | +4,603+44.1% | Added |
| Stifel Financial Corp | 14,953 | $1.32M | 0.00% | +1,026+7.4% | Added |
| Sequoia Financial Advisors, LLC | 14,775 | $1.30M | 0.01% | +5,625+61.5% | Added |
| Commerzbank Aktiengesellschaft | 14,475 | $1.28M | 0.03% | +14,475 | New |
| Avanza Fonder AB | 14,358 | $1.27M | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,302 | $1.26M | 0.02% | +502+3.6% | Added |
| Caxton Associates LLP | 14,091 | $1.24M | 0.02% | −544−3.7% | Reduced |
| D.A. Davidson & Co. | 14,028 | $1.24M | 0.01% | +312+2.3% | Added |
| Allstate Corp | 14,014 | $1.24M | 0.02% | +6,823+94.9% | Added |
| Mizuho Securities USA LLC | 14,557 | $1.23M | 0.02% | −208−1.4% | Reduced |
| Kentucky Retirement Systems | 13,943 | $1.23M | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 13,734 | $1.21M | 0.06% | −437−3.1% | Reduced |
| PSI Advisors, LLC | 13,681 | $1.21M | 0.30% | +491+3.7% | Added |
| Kestra Advisory Services, LLC | 13,679 | $1.21M | 0.00% | +592+4.5% | Added |
| Wiregrass Investment Management LLC | 13,520 | $1.19M | 1.00% | +13,520 | New |
| Impax Asset Management Group plc | 13,450 | $1.19M | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,167 | $1.16M | 0.01% | +51+0.4% | Added |
| Merit Financial Group, LLC | 13,137 | $1.16M | 0.01% | +4,941+60.3% | Added |
| EP Wealth Advisors, LLC | 13,091 | $1.15M | 0.01% | +13,091 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 12,993 | $1.15M | 0.01% | +1,666+14.7% | Added |
| Sterling Capital Management LLC | 12,902 | $1.14M | 0.02% | −829−6.0% | Reduced |
| Pinebridge Investments LLC | 12,891 | $1.14M | 0.01% | +12,891 | New |
| Versor Investments LP | 12,569 | $1.11M | 0.17% | +4,483+55.4% | Added |
| Savant Capital, LLC | 12,493 | $1.10M | 0.01% | −227−1.8% | Reduced |
| Legacy Financial Group LLC | 11,347 | $1.09M | 0.14% | +386+3.5% | Added |
| Redwood Investment Management, LLC | 12,393 | $1.09M | 0.12% | +12,393 | New |
| Mork Capital Management, LLC | 12,370 | $1.09M | 0.67% | +12,370 | New |
| Qsemble Capital Management, LP | 12,313 | $1.09M | 0.09% | +12,313 | New |
| Gulf International Bank (UK) Ltd | 12,263 | $1.08M | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 12,241 | $1.08M | 0.01% | +605+5.2% | Added |
| CAPROCK Group, Inc. | 12,167 | $1.07M | 0.02% | +2,891+31.2% | Added |
| GWM Advisors LLC | 12,055 | $1.06M | 0.00% | +1,630+15.6% | Added |
| Glenmede Trust Co NA | 11,920 | $1.05M | 0.00% | +11,920 | New |
| KC Investment Advisors, LLC | 11,853 | $1.05M | 0.26% | −1,371−10.4% | Reduced |
| Gilbert & Cook, Inc. | 11,783 | $1.04M | 0.13% | +3,284+38.6% | Added |
| Montag A & Associates Inc | 11,750 | $1.04M | 0.05% | −2,315−16.5% | Reduced |
| Intech Investment Management LLC | 11,441 | $1.01M | 0.01% | −5,557−32.7% | Reduced |
| Metis Global Partners, LLC | 11,385 | $1.00M | 0.02% | +4,222+58.9% | Added |
| National Wealth Management Group, LLC | 11,318 | $998.3K | 0.35% | +11,318 | New |
| HighPoint Advisor Group LLC | 11,100 | $979.1K | 0.02% | +1,711+18.2% | Added |
| Transamerica Financial Advisors, Inc. | 11,035 | $973.4K | 0.08% | −420−3.7% | Reduced |
| Empowered Funds, LLC | 10,908 | $962.2K | 0.02% | +572+5.5% | Added |
| Maryland State Retirement & Pension System | 10,843 | $956.5K | 0.02% | −700−6.1% | Reduced |
| Integrity Alliance, LLC. | 10,808 | $953.5K | 0.03% | +6,904+176.8% | Added |
| Martin Capital Partners, LLC | 10,748 | $948.0K | 0.36% | −76−0.7% | Reduced |
| Oppenheimer & Co Inc | 10,616 | $936.4K | 0.01% | +208+2.0% | Added |
| West Bancorporation Inc | 10,610 | $935.9K | 0.49% | 00.0% | Unchanged |
| Ascent Group, LLC | 10,556 | $931.1K | 0.03% | +214+2.1% | Added |
| Laird Norton Trust Company, LLC | 10,504 | $926.6K | 0.02% | +10,504 | New |
| Warren Averett Asset Management, LLC | 10,395 | $916.9K | 0.01% | +1,339+14.8% | Added |
| Tounjian Advisory Partners, LLC | 10,370 | $914.7K | 0.31% | +62+0.6% | Added |
| Park Edge Advisors, LLC | 10,236 | $902.9K | 0.20% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,200 | $899.7K | 0.02% | −400−3.8% | Reduced |
| Quadrant Capital Group LLC | 10,127 | $893.3K | 0.03% | −42−0.4% | Reduced |
| Assetmark, Inc | 9,902 | $873.5K | 0.00% | +1,478+17.5% | Added |
| Plato Investment Management Ltd | 9,747 | $864.0K | 0.06% | +1,247+14.7% | Added |
| Evolve Private Wealth, LLC | 9,775 | $862.3K | 0.05% | +9,775 | New |
| Summit Trail Advisors, LLC | 9,732 | $858.5K | 0.01% | −4,113−29.7% | Reduced |
| Basepoint Wealth LLC | 9,577 | $844.8K | 0.51% | +61+0.6% | Added |
| Everence Capital Management Inc | 9,570 | $844.0K | 0.05% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 9,435 | $832.3K | 0.01% | +9,435 | New |
| Bessemer Group Inc | 9,415 | $831.0K | 0.00% | −520−5.2% | Reduced |
| ING Groep NV | 9,289 | $819.4K | 0.00% | −266−2.8% | Reduced |
| New Mexico Educational Retirement Board | 9,254 | $816.0K | 0.02% | −100−1.1% | Reduced |
| Verdence Capital Advisors LLC | 9,242 | $815.2K | 0.05% | +158+1.7% | Added |
| Buckingham Strategic Partners | 9,227 | $813.9K | 0.01% | +3,464+60.1% | Added |
| Fifth Third Bancorp | 9,130 | $805.4K | 0.00% | +127+1.4% | Added |
| Elevated Capital Advisors, LLC | 9,100 | $802.7K | 0.19% | +410+4.7% | Added |
| Ausdal Financial Partners, Inc. | 9,032 | $796.7K | 0.04% | +305+3.5% | Added |
| Holderness Investments Co | 9,028 | $796.4K | 0.16% | −220−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,830 | $789.6K | 0.00% | −146−1.6% | Reduced |
| South Dakota Investment Council | 8,914 | $786.0K | 0.01% | −500−5.3% | Reduced |
| Gotham Asset Management, LLC | 8,763 | $773.0K | 0.00% | +5,218+147.2% | Added |
| Truist Financial Corp | 8,696 | $767.1K | 0.00% | +584+7.2% | Added |
| Omers Administration Corp | 8,518 | $751.4K | 0.01% | −9,900−53.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 8,460 | $746.3K | 0.22% | −299−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,411 | $744.0K | 0.00% | +450+5.7% | Added |
| Pinnacle Associates Ltd | 8,422 | $742.9K | 0.01% | +1,146+15.8% | Added |
| Syon Capital LLC | 8,363 | $737.7K | 0.04% | +1,093+15.0% | Added |
| Allworth Financial LP | 8,251 | $727.8K | 0.00% | −279−3.3% | Reduced |
| Skopos Labs, Inc. | 8,116 | $722.6K | 0.03% | +4,313+113.4% | Added |
| Legato Capital Management LLC | 8,169 | $720.6K | 0.06% | +8,169 | New |
| Equitable Holdings, Inc. | 8,144 | $718.4K | 0.00% | −92−1.1% | Reduced |
| RMB Capital Management, LLC | 8,115 | $715.8K | 0.01% | +8,115 | New |
| IFP Advisors, Inc | 8,004 | $706.0K | 0.02% | −169−2.1% | Reduced |
| City State Bank | 7,938 | $700.2K | 0.19% | −100−1.2% | Reduced |
| Assenagon Asset Management S.A. | 7,922 | $698.8K | 0.00% | −689,813−98.9% | Reduced |
| Empirical Finance, LLC | 7,847 | $692.2K | 0.03% | −338−4.1% | Reduced |
| Wolff Financial Management LLC | 7,815 | $689.4K | 0.16% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,785 | $686.7K | 0.03% | +1,595+25.8% | Added |
| Worldquant Millennium Advisors LLC | 7,647 | $674.5K | 0.00% | −121,878−94.1% | Reduced |
| North Dakota State Investment Board | 7,634 | $673.4K | 0.03% | +7,634 | New |
| Vivid Wealth Management, LLC | 7,623 | $672.4K | 0.26% | +20.0% | Added |
| Forum Financial Management, LP | 7,546 | $665.6K | 0.01% | +11+0.1% | Added |
| United Capital Financial Advisers, LLC | 7,544 | $665.5K | 0.00% | +1,344+21.7% | Added |
| Atria Investments LLC | 7,506 | $662.1K | 0.01% | +927+14.1% | Added |
| HB Wealth Management, LLC | 7,453 | $657.5K | 0.00% | +2,039+37.7% | Added |
| Park Avenue Securities LLC | 7,446 | $657.0K | 0.01% | +1,636+28.2% | Added |
| Chicago Partners Investment Group LLC | 7,200 | $656.7K | 0.02% | +790+12.3% | Added |
| Sunbelt Securities, Inc. | 7,442 | $656.5K | 0.04% | −268−3.5% | Reduced |