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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 551 | $48.6K | 0.01% | 00.0% | Unchanged |
| Stilwell Value LLC | 547 | $48.3K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 546 | $48.2K | 0.00% | 00.0% | Unchanged |
| Motco | 535 | $47.2K | 0.00% | −46−7.9% | Reduced |
| Massmutual Trust Co FSB | 532 | $46.9K | 0.00% | +63+13.4% | Added |
| Dynamic Wealth Strategies, LLC | 528 | $46.6K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 525 | $46.3K | 0.01% | −110−17.3% | Reduced |
| Parkside Financial Bank & Trust | 511 | $45.1K | 0.00% | +21+4.3% | Added |
| True Wealth Design, LLC | 511 | $45.1K | 0.01% | +239+87.9% | Added |
| Westpac Banking Corp | 511 | $45.1K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 508 | $44.8K | 0.01% | +508 | New |
| Navigoe, LLC | 488 | $43.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 484 | $42.7K | 0.01% | −75−13.4% | Reduced |
| Johnson Financial Group, Inc. | 478 | $42.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 473 | $41.8K | 0.01% | +473 | New |
| Sentry Investment Management LLC | 464 | $41.0K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $40.4K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $39.6K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 433 | $38.2K | 0.00% | +266+159.3% | Added |
| Flagship Harbor Advisors, LLC | 431 | $38.0K | 0.00% | +431 | New |
| Rialto Wealth Management, LLC | 424 | $37.4K | 0.01% | +413+3,754.5% | Added |
| Princeton Global Asset Management LLC | 424 | $37.4K | 0.01% | +322+315.7% | Added |
| Brown, Lisle/Cummings, Inc. | 423 | $37.3K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 422 | $37.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 414 | $36.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 405 | $35.7K | 0.01% | −1−0.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 404 | $35.6K | 0.03% | −46−10.2% | Reduced |
| Private Wealth Asset Management, LLC | 403 | $35.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 398 | $35.1K | 0.00% | +159+66.5% | Added |
| Miller Wealth Advisors, LLC | 396 | $34.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $34.8K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 379 | $34.0K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 380 | $33.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 365 | $32.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 363 | $32.1K | 0.00% | +3+0.8% | Added |
| Covestor Ltd | 361 | $32.0K | 0.02% | −16−4.2% | Reduced |
| American National Bank | 349 | $30.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 349 | $30.8K | 0.01% | +349 | New |
| TD Private Client Wealth LLC | 346 | $30.5K | 0.00% | −10−2.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 346 | $30.5K | 0.03% | +268+343.6% | Added |
| Bell Investment Advisors, Inc | 343 | $30.3K | 0.00% | +15+4.6% | Added |
| Ameriflex Group, Inc. | 341 | $30.1K | 0.02% | −993−74.4% | Reduced |
| Ancora Advisors, LLC | 334 | $29.5K | 0.00% | +210+169.4% | Added |
| AdvisorNet Financial, Inc | 324 | $28.6K | 0.00% | +10+3.2% | Added |
| Cullen/Frost Bankers, Inc. | 321 | $28.3K | 0.00% | +5+1.6% | Added |
| Bogart Wealth, LLC | 315 | $27.8K | 0.00% | +12+4.0% | Added |
| Concord Wealth Partners | 310 | $27.3K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 300 | $26.5K | 0.00% | +2+0.7% | Added |
| Old Second National Bank of Aurora | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 298 | $26.3K | 0.00% | −50−14.4% | Reduced |
| Colonial Trust Co | 295 | $26.0K | 0.00% | −40−11.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 295 | $26.0K | 0.01% | +295 | New |
| Hilton Head Capital Partners, LLC | 293 | $25.8K | 0.02% | +293 | New |
| Pflug Koory, LLC | 285 | $25.1K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 282 | $24.9K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 278 | $24.5K | 0.00% | +278 | New |
| North Star Investment Management Corp. | 277 | $24.4K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $24.0K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 268 | $23.6K | 0.01% | +268 | New |
| International Assets Investment Management, LLC | 265 | $23.4K | 0.00% | +265 | New |
| Center for Financial Planning, Inc. | 264 | $23.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 261 | $23.0K | 0.00% | +89+51.7% | Added |
| Legacy Wealth Managment, LLC | 261 | $23.0K | 0.01% | +189+262.5% | Added |
| Salomon & Ludwin, LLC | 245 | $22.2K | 0.00% | −18−6.8% | Reduced |
| Jessup Wealth Management, Inc | 246 | $21.7K | 0.01% | +246 | New |
| McIlrath & Eck, LLC | 243 | $21.4K | 0.00% | +172+242.3% | Added |
| Financial Perspectives, Inc | 238 | $21.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 236 | $20.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 235 | $20.7K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 234 | $20.6K | 0.01% | +234 | New |
| Valley National Advisers Inc | 235 | $20.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 229 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 226 | $19.9K | 0.00% | +226 | New |
| Country Trust Bank | 221 | $19.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $19.3K | 0.00% | −34−13.4% | Reduced |
| Reflection Asset Management | 215 | $19.0K | 0.01% | +215 | New |
| Rocky Mountain Advisers, LLC | 211 | $18.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 211 | $18.6K | 0.00% | +201+2,010.0% | Added |
| DT Investment Partners, LLC | 210 | $18.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 208 | $18.3K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 206 | $18.2K | 0.01% | +206 | New |
| Smallwood Wealth Investment Management, LLC | 206 | $18.2K | 0.01% | +206 | New |
| New England Capital Financial Advisors LLC | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $17.6K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 195 | $17.2K | 0.01% | +195 | New |
| Smithfield Trust Co | 190 | $17.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 190 | $16.8K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $16.7K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 188 | $16.6K | 0.00% | +20+11.9% | Added |
| Zions Bancorporation, National Association | 182 | $16.1K | 0.00% | +27+17.4% | Added |
| SBI Securities Co., Ltd. | 179 | $15.8K | 0.00% | −6−3.2% | Reduced |
| Team Financial Group, LLC | 174 | $15.4K | 0.01% | +1+0.6% | Added |
| Investors Research Corp | 173 | $15.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 173 | $15.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 170 | $15.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 169 | $14.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 163 | $14.4K | 0.00% | +34+26.4% | Added |
| Asset Dedication, LLC | 161 | $14.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 161 | $14.2K | 0.01% | +161 | New |
| Horizon Financial Services, LLC | 158 | $13.9K | 0.01% | −130−45.1% | Reduced |