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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.

Q1 2026 vs. Q4 2025

How the institutions holding Principal Financial Group Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of PFG: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders89216914+38
Shares160.8M30.5M168.6M+38.2M (+29.3%)
Value$14.2B$2.69B$15.2B+$3.69B (+32.1%)

16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (116)

Institutions that held Principal Financial Group Inc at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 116 by value.

Institutions new to PFG in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC13,474,208$1.21B0.03%
Vanguard Portfolio Management LLC11,264,834$1.02B0.05%
Capital World Investors6,026,881$543.1M0.07%
Vanguard Fiduciary Trust Co1,130,176$101.8M0.03%
Vanguard Asset Management, Ltd452,326$40.8M0.03%
Vanguard Global Advisers, LLC438,656$39.5M0.02%
Adams Diversified Equity Fund, Inc.209,100$18.8M0.66%
Vanguard Investments Australia, Ltd.108,827$9.81M0.03%
CIBC Bancorp USA Inc.59,136$5.33M0.01%
Lazard Asset Management LLC51,957$4.68M0.01%
CIBC World Markets Inc.49,798$4.49M0.01%
SEB Asset Management AB48,868$4.40M0.02%
Toroso Investments, LLC24,784$2.23M0.01%
Estate Counselors, LLC22,708$2.05M0.18%
Davenport & Co LLC20,985$1.89M0.01%
Virtus Investment Advisers, Inc.20,576$1.85M0.51%
Invst, LLC17,091$1.54M0.17%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund16,500$1.49M0.03%
Wellington Management Group LLP14,425$1.30M0.00%
AssuredPartners Investment Advisors, LLC13,536$1.23M0.13%
Brighton Jones LLC9,866$889.0K0.02%
Mount Lucas Management LP9,836$886.3K0.33%
Mount Yale Investment Advisors, LLC9,552$860.7K0.02%
Walleye Trading LLC8,806$793.5K0.02%
Fulton Bank, N.A.8,531$768.7K0.03%
Saudi Central Bank8,109$730.7K0.02%
Vestmark Advisory Solutions, Inc.8,103$730.2K0.01%
Raleigh Capital Management Inc.7,803$703.1K0.24%
Frec Markets, Inc.6,866$618.7K0.11%
CenterStar Asset Management, LLC6,776$610.5K0.59%
OmniStar Financial Group, Inc.6,501$585.4K0.30%
Envestnet Portfolio Solutions, Inc.5,884$530.2K0.00%
Polymer Capital Management (US) LLC5,878$529.7K0.08%
Burns Matteson Capital Management, LLC5,871$529.0K0.21%
Tobam5,692$513.0K0.13%
Wealth Alliance5,541$499.3K0.05%
Prudential PLC4,995$450.1K0.00%
Lighthouse Investment Partners, LLC4,918$443.1K0.02%
Bull Harbor Capital LLC4,223$380.5K0.10%
Strategic Investment Advisors4,069$366.6K0.03%
Reuter James Wealth Management, LLC4,068$366.6K0.05%
Machina Capital S.A.S.4,027$362.9K0.07%
ETF Portfolio Partners, Inc.4,015$361.8K0.10%
City National Bank of Florida4,007$361.1K0.22%
Gateway Wealth Partners, LLC3,780$340.6K0.01%
BKD Wealth Advisors, LLC3,715$334.8K0.01%
Great Valley Advisor Group, Inc.3,525$317.5K0.01%
Fifth Third Wealth Advisors LLC3,243$292.2K0.01%
Evergreen Capital Management LLC3,227$290.8K0.01%
Midwest Heritage Bank, FSB3,155$284.3K0.09%
Oslo Pensjonsforsikring AS3,152$284.0K0.04%
Wedbush Securities Inc3,046$274.0K0.01%
Patriot Financial Group Insurance Agency, LLC3,014$271.6K0.02%
Accredited Investors Inc.2,866$258.3K0.01%
Xxi Wealth, LLC2,847$256.5K0.15%
OFS Enterprise LLC2,827$254.7K0.07%
Apeiron RIA LLC2,782$250.7K0.06%
Snowden Capital Advisors LLC2,667$240.4K0.01%
Pensionmark Financial Group, LLC2,540$228.9K0.00%
Nilsine Partners, LLC2,270$226.4K0.02%
Edgestream Partners, L.P.2,501$225.4K0.01%
Jump Financial, LLC2,402$216.4K0.00%
Tocqueville Asset Management L.P.2,400$216.3K0.00%
Simplicity Wealth,LLC2,376$214.1K0.01%
Transcend Wealth Collective, LLC2,370$213.6K0.02%
Journey Strategic Wealth LLC2,359$212.6K0.01%
Miracle Mile Advisors, LLC2,342$211.0K0.00%
Change Path, LLC2,329$209.9K0.00%
Plancorp, LLC2,242$205.8K0.01%
First Bank & Trust2,282$205.6K0.03%
TCG Advisory Services, LLC2,259$203.6K0.00%
Sentinus, LLC2,254$203.1K0.02%
Mather Group, LLC.1,965$177.1K0.00%
Park Place Capital Corp1,732$156.1K0.03%
AlphaCentric Advisors LLC1,462$131.7K0.13%
RWM Asset Management, LLC1,097$98.9K0.01%
AlphaCore Capital LLC972$87.6K0.00%
Andra AP-fonden900$81.1K0.00%
Trask Adam Roland750$67.6K0.06%
Golden State Equity Partners673$60.6K0.00%
Cassaday & Co Wealth Management LLC607$54.7K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA500$45.1K0.02%
Capital & Planning, LLC424$38.2K0.02%
Gould Capital, LLC408$36.8K0.02%
Owl Creek Wealth Partners LLC385$34.7K0.01%
Comprehensive Financial Planning, Inc.381$34.3K0.02%
MBM Wealth Consultants, LLC307$27.7K0.01%
Hallmark Capital Management Inc300$27.0K0.00%
TopTier Wealth Management, LLC202$18.2K0.01%
Axiom Investment Management LLC200$18.0K0.01%
Eastern Bank188$16.9K0.00%
Gill Capital Partners, LLC187$16.9K0.00%
Twin Peaks Wealth Advisors, LLC186$16.8K0.00%
Caldwell Sutter Capital, Inc.180$16.2K0.01%
Optiver Holding B.V.165$14.9K0.00%
Community Bank, N.A.147$13.2K0.00%
Fairway Wealth LLC105$9.46K0.00%
DAGCO, Inc.104$9.37K0.00%
PlanVest Financial, Inc100$9.01K0.01%
Southern Michigan Bank & Trust95$8.56K0.00%

Sold out (78)

Institutions that held Principal Financial Group Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of PFG in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Weiss Asset Management LP608,926$53.7M
Qube Research & Technologies Ltd459,205$40.5M
Millennium Management LLC128,297$11.3M
Adage Capital Partners GP, L.L.C.55,500$4.90M
Two Sigma Advisers, LP49,700$4.38M
HRT Financial LP48,019$4.24M
Econ Financial Services Corp44,914$3.96M
Skandinaviska Enskilda Banken AB (publ)44,875$3.96M
Landscape Capital Management, L.L.C.39,665$3.50M
ExodusPoint Capital Management, LP39,146$3.45M
Connor, Clark & Lunn Investment Management Ltd.33,121$2.92M
Quest Partners LLC30,437$2.68M
Schonfeld Strategic Advisors LLC28,235$2.49M
Algert Global LLC27,350$2.41M
Engineers Gate Manager LP24,890$2.20M
ISAM Funds (UK) Ltd23,233$2.05M
Groupama Asset Managment19,689$1.74M
Lecap Asset Management Ltd19,682$1.74M
Capital Fund Management S.A.18,292$1.61M
Y-Intercept (Hong Kong) Ltd18,139$1.60M
Voleon Capital Management LP16,936$1.49M
Oak Thistle LLC16,570$1.46M
CBOE Vest Financial, LLC15,246$1.34M
Commerzbank Aktiengesellschaft14,475$1.28M
Caxton Associates LLP14,091$1.24M
Versor Investments LP12,569$1.11M
Qsemble Capital Management, LP12,313$1.09M
Forum Financial Management, LP7,546$665.6K
Axq Capital, LP6,159$543.3K
Capital Investment Advisors, LLC6,123$540.1K
Jackson Creek Investment Advisors LLC6,028$532.0K
DRW Securities, LLC5,646$498.0K
Boothbay Fund Management, LLC5,251$463.2K
Inceptionr LLC4,637$409.0K
Verition Fund Management LLC4,362$384.8K
Quantbot Technologies LP3,700$326.4K
Two Sigma Securities, LLC3,598$317.4K
AlphaGrep UK Ltd3,516$310.1K
Gsa Capital Partners LLP3,512$310.0K
FourThought Financial Partners, LLC3,485$307.4K
Berkshire Money Management, Inc.3,222$284.2K
Wellspring Financial Advisors, LLC3,128$276.2K
Burney Co2,962$261.3K
WBI Investments2,883$254.3K
NewEdge Wealth, LLC2,848$251.2K
nVerses Capital, LLC2,639$232.8K
StoneX Group Inc.2,437$215.0K
State of Wyoming2,433$214.6K
Panagora Asset Management Inc2,380$209.9K
waypoint wealth counsel2,331$205.7K
Erste Asset Management GmbH2,300$204.8K
Independent Wealth Network Inc.2,310$203.8K
Ofi Invest Asset Management2,531$190.1K
EFG International AG2,062$181.9K
Compass Financial Services Inc1,693$149.3K
Caitong International Asset Management Co., Ltd1,241$109.5K
Quarry LP920$81.2K
TCTC Holdings, LLC875$77.2K
Godsey & Gibb Associates700$61.7K
Elyxium Wealth, LLC508$44.8K
Sentry Investment Management LLC464$41.0K
Flagship Harbor Advisors, LLC431$38.0K
Concord Wealth Partners310$27.3K
Jessup Wealth Management, Inc246$21.7K
Reflection Asset Management215$19.0K
Tucker Asset Management LLC91$8.03K
Westend Capital Management, LLC80$7.06K
Eq Wealth Advisors, LLC75$6.62K
IMG Wealth Management, Inc.58$5.12K
Howard Hughes Medical Institute44$3.88K
Walleye Capital LLC25$2.21K
Turning Point Benefit Group, Inc.20$1.76K
Mowery & Schoenfeld Wealth Management, LLC15$1.32K
CBIZ Investment Advisory Services, LLC14$1.24K
United Community Bank8$706
Lloyd Advisory Services, LLC.7$589
NorthAvenue LLC5$442
Wealth Watch Advisors, INC5$441

Not filed for Q1 2026 yet (16)

Institutions that held Principal Financial Group Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc26,969,104$2.38B
Norges Bank3,098,015$273.3M
Forsta Ap-Fonden157,900$13.9M
Brandywine Global Investment Management, LLC131,942$11.6M
Comerica Bank68,027$6.00M
CIBC World Markets Corp28,604$2.52M
Cornercap Investment Counsel Inc15,312$1.35M
CIBC Private Wealth Group, LLC4,408$388.8K
Global Retirement Partners, LLC3,775$333.0K
Long Run Wealth Advisors, LLC2,488$219.5K
Stephens Consulting, LLC725$64.0K
ORG Partners LLC600$52.9K
GPS Wealth Strategies Group, LLC404$35.6K
DV Equities, LLC278$24.5K
Trust Co of Vermont157$13.8K
New Millennium Group LLC68$6.00K