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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 7,413 | $653.9K | 0.02% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 7,398 | $652.6K | 0.15% | −150−2.0% | Reduced |
| Mokosak Advisory Group, LLC | 7,209 | $636.0K | 0.16% | +58+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 7,196 | $634.8K | 0.00% | −422−5.5% | Reduced |
| Jacobi Capital Management LLC | 7,162 | $631.8K | 0.04% | +47+0.7% | Added |
| Hilltop Holdings Inc. | 7,050 | $621.8K | 0.04% | +32+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $617.5K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 6,999 | $617.4K | 0.13% | +6,999 | New |
| Cornerstone Wealth Management, LLC | 6,966 | $614.4K | 0.03% | +1,853+36.2% | Added |
| Carret Asset Management, LLC | 6,948 | $612.9K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 6,839 | $603.0K | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 6,810 | $600.7K | 0.03% | +216+3.3% | Added |
| Callan Family Office, LLC | 6,794 | $599.3K | 0.01% | +895+15.2% | Added |
| Regions Financial Corp | 6,765 | $596.7K | 0.00% | +488+7.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,738 | $594.4K | 0.03% | +1,580+30.6% | Added |
| Umb Bank N A | 6,690 | $590.1K | 0.01% | +4,565+214.8% | Added |
| AIA Group Ltd | 6,655 | $587.0K | 0.01% | +6,655 | New |
| Abn Amro Investment Solutions | 6,642 | $585.9K | 0.01% | +6,642 | New |
| Obermeyer Wood Investment Counsel, LLLP | 6,591 | $581.4K | 0.03% | +248+3.9% | Added |
| Guggenheim Capital LLC | 6,545 | $577.3K | 0.00% | −6,812−51.0% | Reduced |
| Gentry Private Wealth, LLC | 6,482 | $571.8K | 0.36% | −946−12.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,461 | $569.6K | 0.00% | +176+2.8% | Added |
| E. Ohman J:or Asset Management AB | 6,450 | $569.0K | 0.01% | −4,450−40.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,450 | $569.0K | 0.01% | +6,450 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,388 | $563.5K | 0.01% | −74−1.1% | Reduced |
| Curat Global, LLC | 6,382 | $563.0K | 0.63% | −2,042−24.2% | Reduced |
| Johnson Investment Counsel Inc | 6,333 | $558.6K | 0.00% | +3,100+95.9% | Added |
| SRS Capital Advisors, Inc. | 6,326 | $558.0K | 0.02% | −6,350−50.1% | Reduced |
| Hilltop National Bank | 6,299 | $555.6K | 0.13% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,285 | $554.4K | 0.02% | +57+0.9% | Added |
| Greenleaf Trust | 6,283 | $554.2K | 0.01% | +36+0.6% | Added |
| M&T Bank Corp | 6,245 | $550.9K | 0.00% | +2,298+58.2% | Added |
| MML Investors Services, LLC | 6,232 | $549.8K | 0.00% | +951+18.0% | Added |
| Romano Brothers and Company | 6,185 | $545.6K | 0.06% | 00.0% | Unchanged |
| Axq Capital, LP | 6,159 | $543.3K | 0.12% | +6,159 | New |
| J.W. Cole Advisors, Inc. | 6,665 | $541.2K | 0.01% | −259−3.7% | Reduced |
| Coldstream Capital Management Inc | 6,124 | $540.2K | 0.01% | −4−0.1% | Reduced |
| Capital Investment Advisors, LLC | 6,123 | $540.1K | 0.01% | +7+0.1% | Added |
| Vontobel Holding Ltd. | 6,102 | $538.3K | 0.00% | −27−0.4% | Reduced |
| Centennial Wealth Advisory LLC | 6,060 | $534.6K | 0.14% | +301+5.2% | Added |
| Jackson Creek Investment Advisors LLC | 6,028 | $532.0K | 0.16% | +6,028 | New |
| Prime Capital Investment Advisors, LLC | 5,919 | $522.1K | 0.01% | −122−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,844 | $515.5K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,834 | $514.6K | 0.01% | +10.0% | Added |
| Iowa State Bank | 5,730 | $505.4K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,726 | $505.1K | 0.01% | −323−5.3% | Reduced |
| CWA Asset Management Group, LLC | 5,676 | $500.7K | 0.02% | +212+3.9% | Added |
| Nomura Holdings Inc | 5,672 | $500.3K | 0.00% | +411+7.8% | Added |
| DRW Securities, LLC | 5,646 | $498.0K | 0.04% | +5,646 | New |
| Palisade Asset Management, LLC | 5,616 | $495.4K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,801 | $482.5K | 0.00% | +172+3.1% | Added |
| Tower Research Capital LLC (TRC) | 5,453 | $481.0K | 0.01% | +1,626+42.5% | Added |
| Securian Asset Management, Inc | 5,436 | $479.5K | 0.02% | −4,309−44.2% | Reduced |
| MUFG Securities Americas Inc. | 5,386 | $475.1K | 0.03% | −81−1.5% | Reduced |
| Squarepoint Ops LLC | 5,328 | $470.0K | 0.00% | −313,227−98.3% | Reduced |
| Krilogy Financial LLC | 5,048 | $469.5K | 0.02% | +641+14.5% | Added |
| Tema ETFs LLC | 5,260 | $464.0K | 0.04% | −12−0.2% | Reduced |
| Boothbay Fund Management, LLC | 5,251 | $463.2K | 0.01% | +5,251 | New |
| IHT Wealth Management, LLC | 5,250 | $463.2K | 0.01% | +25+0.5% | Added |
| Huntington National Bank | 5,230 | $461.3K | 0.00% | +1,452+38.4% | Added |
| STRS Ohio | 5,213 | $459.8K | 0.00% | −97−1.8% | Reduced |
| Arkadios Wealth Advisors | 5,208 | $459.4K | 0.01% | +990+23.5% | Added |
| Focus Financial Network, Inc. | 5,201 | $458.7K | 0.02% | +32+0.6% | Added |
| Benin Management CORP | 5,200 | $458.7K | 0.10% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 5,046 | $445.1K | 0.02% | +1,080+27.2% | Added |
| Kingsview Wealth Management, LLC | 4,982 | $439.4K | 0.01% | −3,936−44.1% | Reduced |
| Concurrent Investment Advisors, LLC | 4,927 | $434.6K | 0.00% | +1,504+43.9% | Added |
| Twin Capital Management Inc | 4,894 | $431.7K | 0.05% | +43+0.9% | Added |
| Horizon Investments, LLC | 4,867 | $429.3K | 0.01% | −2,200−31.1% | Reduced |
| Argentarii, LLC | 4,788 | $422.3K | 0.14% | +4+0.1% | Added |
| Aprio Wealth Management, LLC | 4,718 | $416.2K | 0.02% | +4,718 | New |
| Stratos Wealth Partners, LTD. | 4,707 | $415.3K | 0.00% | +441+10.3% | Added |
| Benjamin Edwards Inc | 4,702 | $414.8K | 0.00% | +33+0.7% | Added |
| Premier Path Wealth Partners, LLC | 4,689 | $413.6K | 0.05% | −145−3.0% | Reduced |
| Hancock Whitney Corp | 4,664 | $411.4K | 0.01% | −201−4.1% | Reduced |
| Waldron Private Wealth LLC | 4,656 | $410.7K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,643 | $409.6K | 0.23% | −227−4.7% | Reduced |
| Inceptionr LLC | 4,637 | $409.0K | 0.11% | −2,944−38.8% | Reduced |
| Harbor Capital Advisors, Inc. | 4,574 | $403.0K | 0.03% | −7−0.2% | Reduced |
| Rexford Capital Inc | 4,556 | $401.9K | 0.30% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,541 | $400.6K | 0.01% | +1,348+42.2% | Added |
| AlphaStar Capital Management, LLC | 4,478 | $395.0K | 0.03% | +281+6.7% | Added |
| Wealthspire Advisors, LLC | 4,459 | $393.3K | 0.00% | +2,966+198.7% | Added |
| QRG Capital Management, Inc. | 4,453 | $392.8K | 0.00% | −115−2.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,445 | $392.1K | 0.01% | −730−14.1% | Reduced |
| Perigon Wealth Management, LLC | 4,444 | $392.0K | 0.01% | +4,444 | New |
| Rothschild Investment LLC | 4,437 | $391.4K | 0.02% | +1,055+31.2% | Added |
| CIBC Private Wealth Group, LLC | 4,408 | $388.8K | 0.00% | −303−6.4% | Reduced |
| Impact Partnership Wealth, LLC | 4,406 | $388.7K | 0.05% | −319−6.8% | Reduced |
| Verition Fund Management LLC | 4,362 | $384.8K | 0.00% | −5,680−56.6% | Reduced |
| We Are One Seven, LLC | 4,333 | $382.3K | 0.01% | +1,292+42.5% | Added |
| Beacon Financial Group | 4,331 | $382.0K | 0.04% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4,307 | $379.9K | 0.01% | +346+8.7% | Added |
| Exchange Traded Concepts, LLC | 4,301 | $379.4K | 0.00% | −2,794−39.4% | Reduced |
| DGS Capital Management, LLC | 4,252 | $375.1K | 0.06% | +4,252 | New |
| Sompo Asset Management Co., Ltd. | 4,240 | $374.0K | 0.06% | +650+18.1% | 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 |
| Aptus Capital Advisors, LLC | 4,193 | $369.9K | 0.00% | +749+21.7% | Added |
| Paradigm Financial Partners, LLC | 4,181 | $368.8K | 0.04% | −205−4.7% | Reduced |