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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 2,555 | $225.4K | 0.00% | −801−23.9% | Reduced |
| First Nebraska Trust Co | 2,529 | $223.1K | 0.02% | 00.0% | Unchanged |
| S&CO Inc | 2,500 | $220.0K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 2,490 | $219.6K | 0.16% | +2,490 | New |
| Long Run Wealth Advisors, LLC | 2,488 | $219.5K | 0.04% | +22+0.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,476 | $218.4K | 0.02% | −80−3.1% | Reduced |
| Paragon Capital Management Ltd | 2,459 | $217.0K | 0.04% | +2,459 | New |
| SageView Advisory Group, LLC | 2,452 | $216.3K | 0.01% | −25−1.0% | Reduced |
| StoneX Group Inc. | 2,437 | $215.0K | 0.01% | +2,437 | New |
| State of Wyoming | 2,433 | $214.6K | 0.02% | −2,578−51.4% | Reduced |
| Signaturefd, LLC | 2,430 | $214.4K | 0.00% | +31+1.3% | Added |
| Smith, Moore & Co. | 2,412 | $212.7K | 0.02% | +2,412 | New |
| Resurgent Financial Advisors LLC | 2,402 | $211.9K | 0.11% | +2,402 | New |
| Cora Capital Advisors LLC | 2,401 | $211.8K | 0.08% | +2,401 | New |
| Beacon Pointe Advisors, LLC | 2,393 | $211.0K | 0.00% | +2,393 | New |
| Panagora Asset Management Inc | 2,380 | $209.9K | 0.00% | +2,380 | New |
| Acropolis Investment Management, LLC | 2,378 | $209.8K | 0.01% | +2,378 | New |
| Kavar Capital Partners Group, LLC | 2,360 | $208.2K | 0.03% | +2,360 | New |
| Trust Asset Management LLC | 2,352 | $207.5K | 0.01% | −92−3.8% | Reduced |
| waypoint wealth counsel | 2,331 | $205.7K | 0.08% | +2,331 | New |
| Evoke Wealth, LLC | 2,323 | $204.9K | 0.00% | +2,323 | New |
| Auxier Asset Management | 2,322 | $204.8K | 0.03% | +2,322 | New |
| Erste Asset Management GmbH | 2,300 | $204.8K | 0.00% | −3,469−60.1% | Reduced |
| Essential Partners LLC | 2,320 | $204.6K | 0.06% | +1,331+134.6% | Added |
| Van Eck Associates Corp | 2,311 | $204.0K | 0.00% | +488+26.8% | Added |
| Independent Wealth Network Inc. | 2,310 | $203.8K | 0.06% | +2,310 | New |
| Cidel Asset Management Inc | 2,307 | $203.5K | 0.01% | −161−6.5% | Reduced |
| Koshinski Asset Management, Inc. | 2,304 | $203.2K | 0.01% | +2,304 | New |
| Harbour Investments, Inc. | 2,287 | $201.7K | 0.00% | +208+10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,278 | $200.9K | 0.02% | +2,278 | New |
| Ofi Invest Asset Management | 2,531 | $190.1K | 0.00% | +2,531 | New |
| Employees Retirement System of Texas | 2,126 | $188.0K | 0.00% | +2,126 | New |
| Clarity Asset Management, Inc. | 2,119 | $186.9K | 0.10% | +882+71.3% | Added |
| Ameritas Investment Partners, Inc. | 2,113 | $186.4K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 2,062 | $181.9K | 0.00% | +2,062 | New |
| Capital Analysts, LLC | 1,954 | $173.0K | 0.00% | +144+8.0% | Added |
| West Financial Advisors, LLC | 1,806 | $159.3K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,797 | $158.5K | 0.00% | +457+34.1% | Added |
| Silvant Capital Management LLC | 1,747 | $154.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,737 | $153.2K | 0.00% | −8−0.5% | Reduced |
| Compass Financial Services Inc | 1,693 | $149.3K | 0.06% | +11+0.7% | Added |
| Parallel Advisors, LLC | 1,686 | $148.8K | 0.00% | +119+7.6% | Added |
| Manchester Capital Management LLC | 1,680 | $148.2K | 0.02% | +305+22.2% | Added |
| Harbor Investment Advisory, LLC | 1,654 | $145.9K | 0.01% | +78+4.9% | Added |
| Atlas Capital Advisors LLC | 1,650 | $145.5K | 0.02% | +1,650 | New |
| Torren Management, LLC | 1,641 | $144.8K | 0.07% | +1,641 | New |
| Quent Capital, LLC | 1,601 | $141.2K | 0.01% | +61+4.0% | Added |
| Hills Bank & Trust Co | 1,601 | $141.2K | 0.01% | +199+14.2% | Added |
| Raiffeisen Bank International AG | 1,570 | $139.6K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,547 | $136.5K | 0.84% | −1−0.1% | Reduced |
| Nemes Rush Group LLC | 1,440 | $127.0K | 0.01% | +12+0.8% | Added |
| JNBA Financial Advisors | 1,432 | $126.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,321 | $116.5K | 0.01% | +551+71.6% | Added |
| JFS Wealth Advisors, LLC | 1,278 | $112.7K | 0.01% | +51+4.2% | Added |
| Clearstead Advisors, LLC | 1,259 | $111.1K | 0.00% | +352+38.8% | Added |
| Caitong International Asset Management Co., Ltd | 1,241 | $109.5K | 0.03% | +1,241 | New |
| Hantz Financial Services, Inc. | 1,205 | $106.0K | 0.00% | −127−9.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,202 | $106.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,173 | $103.5K | 0.01% | −44−3.6% | Reduced |
| Olistico Wealth, LLC | 1,158 | $102.2K | 0.05% | +1,158 | New |
| CVA Family Office, LLC | 1,128 | $99.5K | 0.01% | +6+0.5% | Added |
| Richardson Financial Services Inc. | 1,110 | $97.9K | 0.06% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,059 | $97.4K | 0.01% | +67+6.8% | Added |
| Larson Financial Group LLC | 1,101 | $97.1K | 0.00% | +132+13.6% | Added |
| GHP Investment Advisors, Inc. | 1,099 | $96.9K | 0.00% | +100+10.0% | Added |
| Atlantic Union Bankshares Corp | 1,066 | $94.0K | 0.00% | +261+32.4% | Added |
| Pingora Partners LLC | 1,000 | $88.2K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $87.6K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 977 | $86.2K | 0.09% | +977 | New |
| Los Angeles Capital Management LLC | 1,037 | $85.8K | 0.00% | +1,037 | New |
| Security National Bank | 960 | $84.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 951 | $83.9K | 0.00% | −29−3.0% | Reduced |
| Pinnacle Bancorp, Inc. | 951 | $83.9K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 950 | $83.8K | 0.00% | −11−1.1% | Reduced |
| Quarry LP | 920 | $81.2K | 0.01% | +920 | New |
| First Command Advisory Services, Inc. | 893 | $78.8K | 0.00% | +29+3.4% | Added |
| First Community Trust NA | 893 | $78.8K | 0.06% | +417+87.6% | Added |
| TCTC Holdings, LLC | 875 | $77.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 871 | $76.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 852 | $75.2K | 0.01% | +173+25.5% | Added |
| Bokf, NA | 805 | $71.0K | 0.00% | +14+1.8% | Added |
| Ronald Blue Trust, Inc. | 802 | $70.7K | 0.00% | −184−18.7% | Reduced |
| CoreCap Advisors, LLC | 763 | $67.3K | 0.00% | −328−30.1% | Reduced |
| Stephens Consulting, LLC | 725 | $64.0K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 700 | $61.7K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 700 | $61.7K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 650 | $57.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 648 | $57.0K | 0.02% | −65−9.1% | Reduced |
| Cromwell Holdings LLC | 642 | $56.6K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 622 | $54.9K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 617 | $54.4K | 0.03% | +33+5.7% | Added |
| Fideuram Asset Management (Ireland) dac | 669 | $53.3K | 0.00% | +669 | New |
| ORG Partners LLC | 600 | $52.9K | 0.01% | +17+2.9% | Added |
| Golden State Wealth Management, LLC | 596 | $52.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 590 | $52.0K | 0.01% | +216+57.8% | Added |
| First Horizon Corp | 583 | $51.4K | 0.00% | +343+142.9% | Added |
| Deseret Mutual Benefit Administrators | 577 | $50.9K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 570 | $50.3K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 560 | $49.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 557 | $49.1K | 0.01% | −19−3.3% | Reduced |