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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, Q1 2026

Institutional positions in Principal Financial Group Inc as of Mar 31, 2026. 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
914
+38 vs. Q4 2025
Shares held
168.6M
+38.2M (+29.3%) vs. Q4 2025
Total value
$15.2B
+$3.69B (+32.1%) vs. Q4 2025
New holders
116
354 more added
Sold out
78
263 more reduced

16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 914 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 heldQ1 2026: $15.2B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2025.

Institutions holding PFG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
3 Factor Indexing, LLC1$910.00%+1New
SOA Wealth Advisors, LLC.1$1070.00%00.0%Unchanged
Synergy Investment Management, LLC2$1800.00%+2New
DecisionPoint Financial, LLC2$1810.00%00.0%Unchanged
Y.D. More Investments Ltd961$2740.00%−226−19.0%Reduced
PMV Capital Advisers, LLC4$3860.00%+4New
Quaker Wealth Management, LLC5$4510.00%00.0%Unchanged
Seneschal Advisors, LLC5$4510.00%00.0%Unchanged
Atlantic Private Wealth, LLC5$4510.00%00.0%Unchanged
Evolution Wealth Management Inc.5$4510.00%00.0%Unchanged
Aventura Private Wealth, LLC5$4510.00%00.0%Unchanged
Arlington Trust Co LLC5$4510.00%+5New
JPL Wealth Management, LLC5$4510.00%+5New
American Capital Advisory, LLC6$5410.00%−3−33.3%Reduced
Addison Advisors LLC6$5410.00%00.0%Unchanged
WestEnd Advisors, LLC6$5410.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$7210.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$7210.00%00.0%Unchanged
Burk Holdings LLC8$7210.00%+8New
Arcadia Investment Management Corp9$8110.00%00.0%Unchanged
Trust Co of Toledo NA10$9010.00%+10New
Aspect Partners, LLC11$9910.00%00.0%Unchanged
Penserra Capital Management LLC15$1.00K0.00%00.0%Unchanged
1015 Capital Partners, LLC12$1.08K0.00%00.0%Unchanged
HFM Investment Advisors, LLC12$1.08K0.00%+1+9.1%Added
Truvestments Capital LLC12$1.08K0.00%+12New
Investors Portfolio Services LLC13$1.18K0.00%+5+62.5%Added
Wolff Wiese Magana LLC15$1.35K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC15$1.35K0.00%+15New
DT Investment Partners, LLC16$1.44K0.00%−194−92.4%Reduced
Principia Wealth Advisory, LLC19$1.71K0.00%+4+26.7%Added
NVWM, LLC20$1.80K0.00%00.0%Unchanged
Avion Wealth24$2.00K0.00%00.0%Unchanged
Clayton Financial Group LLC23$2.07K0.00%00.0%Unchanged
Clark Wealth Partners23$2.07K0.00%+10+76.9%Added
Hughes Financial Services, LLC25$2.25K0.00%+4+19.0%Added
Dunhill Financial, LLC25$2.31K0.00%+4+19.0%Added
Prestige Wealth Management Group LLC27$2.43K0.00%−7−20.6%Reduced
Corsicana & Co.32$2.70K0.00%00.0%Unchanged
Clear Street Markets LLC32$2.88K0.00%−266−89.3%Reduced
ROSS\JOHNSON & Associates LLC34$3.06K0.06%00.0%Unchanged
DiNuzzo Private Wealth, Inc.36$3.24K0.00%00.0%Unchanged
Valued Wealth Advisors LLC36$3.26K0.00%+28+350.0%Added
Napier Financial, LLC37$3.33K0.00%+37New
Financial Management Professionals, Inc.38$3.42K0.00%00.0%Unchanged
HM Payson & Co39$3.52K0.00%00.0%Unchanged
SHP Wealth Management41$3.69K0.00%−25−37.9%Reduced
Abound Wealth Management41$3.69K0.00%00.0%Unchanged
Kilter Group LLC41$3.69K0.00%+11+36.7%Added
Archer Investment Corp44$3.96K0.00%00.0%Unchanged
Raffa Wealth Management, LLC44$3.96K0.00%+3+7.3%Added
Ogorek Anthony Joseph53$4.00K0.00%00.0%Unchanged
Phillip James Consulting Co.50$4.00K0.00%+50New
Intentional Wealth Strategies, LLC45$4.05K0.00%+45New
POM Investment Strategies, LLC49$4.42K0.01%00.0%Unchanged
South State Corp.49$4.42K0.00%00.0%Unchanged
Davis Capital Management52$4.69K0.00%00.0%Unchanged
Cornerstone Financial Management LLC54$4.87K0.00%00.0%Unchanged
ZRC Wealth Management, LLC54$4.87K0.00%+28+107.7%Added
Westfuller Advisors, LLC56$5.03K0.00%−2−3.4%Reduced
Bayforest Capital Ltd56$5.05K0.01%+56New
Ritter Daniher Financial Advisory LLC57$5.14K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.64$5.77K0.00%+64New
Strive Financial Group ,LLC70$6.00K0.00%00.0%Unchanged
Meeder Asset Management Inc68$6.13K0.00%−56−45.2%Reduced
USA Financial Portformulas Corp74$6.67K0.00%−42−36.2%Reduced
Vision Financial Markets LLC76$6.82K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC86$7.75K0.00%+86New
Kemnay Advisory Services Inc.87$7.84K0.00%−139−61.5%Reduced
Vanguard National Trust Co90$8.11K0.00%+90New
Southern Michigan Bank & Trust95$8.56K0.00%+95New
Torren Management, LLC98$8.79K0.00%−1,543−94.0%Reduced
Atwood & Palmer Inc100$9.01K0.00%00.0%Unchanged
Albion Financial Group100$9.01K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$9.01K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$9.01K0.01%00.0%Unchanged
Graney & King, LLC100$9.01K0.00%00.0%Unchanged
PlanVest Financial, Inc100$9.01K0.01%+100New
Boyd Watterson Asset Management LLC103$9.28K0.00%00.0%Unchanged
DAGCO, Inc.104$9.37K0.00%+104New
Fairway Wealth LLC105$9.46K0.00%+105New
Moisand Fitzgerald Tamayo, LLC110$9.91K0.00%00.0%Unchanged
Golden State Wealth Management, LLC111$10.0K0.00%−485−81.4%Reduced
LRI Investments, LLC112$10.1K0.00%+86+330.8%Added
Asset Dedication, LLC113$10.2K0.00%−48−29.8%Reduced
REAP Financial Group, LLC117$10.6K0.00%+1+0.9%Added
Cullen/Frost Bankers, Inc.118$10.6K0.00%−203−63.2%Reduced
Sachetta, LLC122$11.0K0.01%+7+6.1%Added
Gunpowder Capital Management, LLC dba Oliver Wealth Management123$11.1K0.01%00.0%Unchanged
Kerr Financial Planning Corp111$11.1K0.01%+2+1.8%Added
PFS Partners, LLC125$11.3K0.01%+1+0.8%Added
Burkett Financial Services, LLC139$12.5K0.00%+2+1.5%Added
Holos Integrated Wealth LLC138$12.6K0.01%00.0%Unchanged
Private Wealth Management Group, LLC146$13.2K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.147$13.2K0.01%+15+11.4%Added
Community Bank, N.A.147$13.2K0.00%+147New
Steigerwald, Gordon & Koch Inc.149$13.4K0.00%00.0%Unchanged
CoreFirst Bank & Trust150$13.5K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton150$13.5K0.00%+75+100.0%Added
Whittier Trust Co of Nevada Inc155$14.1K0.00%+55+55.0%Added