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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 892 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ4 2025: $14.2B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$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.

Institutions holding PFG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Woodline Partners LP4,075$359.5K0.00%+4,075New
Keybank National Association4,066$358.7K0.00%+885+27.8%Added
Seeds Investor LLC4,051$357.3K0.07%+900+28.6%Added
Integrated Wealth Concepts LLC4,050$357.3K0.00%+4,050New
Blackhawk Capital Partners LLC.4,025$355.0K0.13%+205+5.4%Added
Jackson, Grant Investment Advisers, Inc.3,995$352.4K0.12%00.0%Unchanged
Optima Capital LLC3,968$350.0K0.15%+30+0.8%Added
JMN Financial LLC3,960$349.3K0.35%+3,960New
Glaxis Capital Management, LLC3,941$347.6K0.60%+35+0.9%Added
Perpetual Ltd3,892$343.3K0.00%+3,892New
Livforsakringsbolaget Skandia, Omsesidigt3,882$342.4K0.01%00.0%Unchanged
Sound View Wealth Advisors Group, LLC3,870$341.4K0.02%−906−19.0%Reduced
Independent Advisor Alliance3,846$339.3K0.01%−67−1.7%Reduced
LVW Advisors, LLC3,838$338.6K0.03%+79+2.1%Added
Robinson Smith Wealth Advisors LLC3,821$337.1K0.23%00.0%Unchanged
Global Retirement Partners, LLC3,775$333.0K0.01%+2,133+129.9%Added
Brevan Howard Capital Management LP3,771$332.6K0.01%−32,711−89.7%Reduced
Alteri Wealth LLC3,715$327.7K0.11%−257−6.5%Reduced
Waddell & Associates, LLC3,703$326.6K0.02%+3,703New
Quantbot Technologies LP3,700$326.4K0.01%−39,430−91.4%Reduced
Aaron Wealth Advisors3,655$322.4K0.02%+1,079+41.9%Added
First Citizens Financial Corp3,654$322.3K0.16%+167+4.8%Added
NorthCrest Asset Manangement, LLC3,541$320.5K0.01%+3,541New
Two Sigma Securities, LLC3,598$317.4K0.04%−3,188−47.0%Reduced
Meeder Advisory Services, Inc.3,591$316.8K0.01%−3,602−50.1%Reduced
Daymark Wealth Partners, LLC3,584$316.2K0.01%+279+8.4%Added
One Wealth Advisors, LLC3,575$315.4K0.04%+5+0.1%Added
Brinker Capital Investments, LLC3,535$311.8K0.00%−448−11.2%Reduced
Sageworth Trust Co of South Dakota3,531$311.5K0.25%−166−4.5%Reduced
TCW Group Inc3,523$310.8K0.00%+3,523New
AlphaGrep UK Ltd3,516$310.1K0.10%+3,516New
Gsa Capital Partners LLP3,512$310.0K0.03%−2,171−38.2%Reduced
FourThought Financial Partners, LLC3,485$307.4K0.03%+2+0.1%Added
Kane Co Wealth Management, Inc.3,484$307.3K0.27%+3,484New
Argent Trust Co3,427$302.3K0.01%00.0%Unchanged
Smartleaf Asset Management LLC3,384$300.8K0.01%+517+18.0%Added
Provident Living Financial Services, Inc.3,375$297.7K0.29%+3,375New
Csenge Advisory Group3,332$294.0K0.01%−19−0.6%Reduced
Keeler & Nadler Financial Planning & Wealth Management3,332$293.9K0.10%00.0%Unchanged
Balyasny Asset Management LLC3,331$293.8K0.00%+3,331New
Ameritas Advisory Services, LLC3,304$291.4K0.01%+2,130+181.4%Added
Checchi Capital Advisers, LLC3,271$288.6K0.02%+197+6.4%Added
Essex Financial Services, Inc.3,247$286.4K0.02%+452+16.2%Added
Lake Street Financial LLC3,230$284.9K0.03%−27−0.8%Reduced
Berkshire Money Management, Inc.3,222$284.2K0.03%+3,222New
Caerus Investment Advisors, LLC3,220$284.0K0.09%+3,220New
Brown Advisory Inc3,215$283.6K0.00%−50−1.5%Reduced
Regal Investment Advisors LLC3,214$283.5K0.02%−49−1.5%Reduced
Pallas Capital Advisors LLC3,210$283.2K0.01%+3,210New
Chesley Taft & Associates LLC3,203$282.6K0.01%−63−1.9%Reduced
Wellspring Financial Advisors, LLC3,128$276.2K0.02%+3,128New
Adams Wealth Management3,129$276.0K0.06%−569−15.4%Reduced
CacheTech Inc.3,129$276.0K0.05%−569−15.4%Reduced
Renaissance Group LLC3,108$274.2K0.01%+51+1.7%Added
Symphony Financial, Ltd. Co.3,022$267.7K0.04%+3,022New
Rockland Trust Co3,027$267.0K0.01%00.0%Unchanged
CX Institutional3,023$267.0K0.01%+205+7.3%Added
Shepherd Financial Partners LLC3,009$265.4K0.02%+3+0.1%Added
Central Pacific Bank - Trust Division3,003$264.9K0.03%−298−9.0%Reduced
Security National Bank of So Dak3,000$264.6K0.13%00.0%Unchanged
Glassy Mountain Advisors, Inc.3,000$264.6K0.08%00.0%Unchanged
Brookstone Capital Management2,981$263.0K0.00%−38−1.3%Reduced
Valeo Financial Advisors, LLC2,964$261.5K0.01%+243+8.9%Added
Burney Co2,962$261.3K0.01%+11+0.4%Added
HBK Sorce Advisory LLC2,684$261.2K0.01%+2,684New
Gateway Investment Advisers LLC2,946$259.9K0.00%+2,946New
Mutual Advisors, LLC2,908$256.5K0.01%+129+4.6%Added
Busey Wealth Management2,904$256.2K0.01%00.0%Unchanged
International Private Wealth Advisors LLC2,890$254.9K0.16%+33+1.2%Added
WBI Investments2,883$254.3K0.07%+2,883New
NewEdge Wealth, LLC2,848$251.2K0.00%+2,848New
Nicolet Bankshares Inc2,845$251.0K0.04%00.0%Unchanged
180 Wealth Advisors, LLC2,824$249.1K0.03%−318−10.1%Reduced
Atomi Financial Group, Inc.2,808$247.7K0.01%+327+13.2%Added
Park National Corp2,780$245.2K0.01%−7−0.3%Reduced
VisionPoint Advisory Group, LLC2,765$243.9K0.05%−77−2.7%Reduced
Ballentine Partners, LLC2,741$241.8K0.00%−8−0.3%Reduced
Farmers & Merchants Investments Inc2,735$241.3K0.01%00.0%Unchanged
Winnow Wealth LLC2,701$240.4K0.18%+52+2.0%Added
EverSource Wealth Advisors, LLC2,724$240.3K0.01%+295+12.1%Added
Mirabella Financial Services LLP2,724$240.3K0.02%+2,724New
GTS Securities LLC2,711$239.1K0.01%+2,711New
Patton Fund Management, Inc.2,706$238.7K0.03%−292−9.7%Reduced
Gladstone Institutional Advisory LLC2,691$237.4K0.01%−67−2.4%Reduced
Wedmont Private Capital2,606$236.8K0.01%+92+3.7%Added
Sageworth Trust Co2,683$236.7K0.01%00.0%Unchanged
Kinloch Capital, LLC2,675$236.0K0.10%00.0%Unchanged
Advisory Services Network, LLC2,669$235.4K0.00%−51−1.9%Reduced
MASTERINVEST Kapitalanlage GmbH2,646$235.2K0.02%00.0%Unchanged
RFG - Bristol Wealth Advisors, LLC2,650$233.8K0.07%+2,650New
Westmount Partners, LLC2,648$233.6K0.06%00.0%Unchanged
FIL Ltd2,646$233.4K0.00%+2,646New
Investment Research & Advisory Group, Inc.2,636$233.2K0.08%+2,636New
nVerses Capital, LLC2,639$232.8K0.52%+2,639New
Leavell Investment Management, Inc.2,624$231.4K0.01%+10.0%Added
Ritholtz Wealth Management2,622$231.3K0.00%+2,622New
Whittier Trust Co2,500$229.5K0.00%00.0%Unchanged
Kera Capital Partners, Inc.2,415$228.8K0.03%+2,415New
Blair William & Co2,590$228.4K0.00%−478−15.6%Reduced
TSFG, LLC2,570$227.0K0.03%+22+0.9%Added