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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Financial Services, LLC | 158 | $14.2K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 161 | $14.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 164 | $14.8K | 0.01% | −177−51.9% | Reduced |
| Optiver Holding B.V. | 165 | $14.9K | 0.00% | +165 | New |
| HHM Wealth Advisors, LLC | 169 | $15.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 172 | $15.5K | 0.00% | −89−34.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 173 | $15.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 173 | $15.6K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 176 | $15.9K | 0.01% | +2+1.1% | Added |
| SBI Securities Co., Ltd. | 179 | $16.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 161 | $16.1K | 0.00% | +46+40.0% | Added |
| Caldwell Sutter Capital, Inc. | 180 | $16.2K | 0.01% | +180 | New |
| Twin Peaks Wealth Advisors, LLC | 186 | $16.8K | 0.00% | +186 | New |
| Gill Capital Partners, LLC | 187 | $16.9K | 0.00% | +187 | New |
| Marquette Asset Management, LLC | 188 | $16.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 188 | $16.9K | 0.00% | +188 | New |
| Smithfield Trust Co | 190 | $17.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 190 | $17.1K | 0.01% | +20+11.8% | Added |
| Union Savings Bank | 195 | $17.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 200 | $18.0K | 0.01% | +200 | New |
| TopTier Wealth Management, LLC | 202 | $18.2K | 0.01% | +202 | New |
| Smallwood Wealth Investment Management, LLC | 206 | $18.6K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 206 | $18.6K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 211 | $19.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 212 | $19.1K | 0.01% | +4+1.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 213 | $19.2K | 0.00% | +159+294.4% | Added |
| Activest Wealth Management | 215 | $19.4K | 0.00% | +4+1.9% | Added |
| Key Financial Inc | 219 | $19.7K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 221 | $19.9K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 230 | $20.7K | 0.00% | +203+751.9% | Added |
| Valley National Advisers Inc | 235 | $21.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 236 | $21.0K | 0.00% | +7+3.1% | Added |
| Creative Capital Management Investments LLC | 234 | $21.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 235 | $21.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 236 | $21.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 238 | $21.4K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 239 | $21.5K | 0.00% | −159−39.9% | Reduced |
| Salomon & Ludwin, LLC | 241 | $21.7K | 0.00% | −4−1.6% | Reduced |
| McIlrath & Eck, LLC | 243 | $21.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 245 | $22.1K | 0.00% | −160−39.5% | Reduced |
| Legacy Wealth Managment, LLC | 261 | $23.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $23.8K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $24.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 277 | $25.0K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 282 | $25.4K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 285 | $25.7K | 0.01% | −139−32.8% | Reduced |
| Hilton Head Capital Partners, LLC | 293 | $26.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 295 | $26.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 300 | $27.0K | 0.00% | +300 | New |
| Colonial Trust Co | 303 | $27.3K | 0.00% | +8+2.7% | Added |
| First Pacific Financial | 303 | $27.3K | 0.00% | +3+1.0% | Added |
| MBM Wealth Consultants, LLC | 307 | $27.7K | 0.01% | +307 | New |
| Bogart Wealth, LLC | 314 | $28.3K | 0.00% | −1−0.3% | Reduced |
| AdvisorNet Financial, Inc | 325 | $29.3K | 0.00% | +1+0.3% | Added |
| Ancora Advisors, LLC | 334 | $30.1K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 342 | $30.8K | 0.03% | −4−1.2% | Reduced |
| Bell Investment Advisors, Inc | 348 | $31.4K | 0.00% | +5+1.5% | Added |
| American National Bank | 349 | $31.4K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 349 | $31.4K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 350 | $31.5K | 0.02% | +344+5,733.3% | Added |
| Covestor Ltd | 351 | $32.0K | 0.02% | −10−2.8% | Reduced |
| Toth Financial Advisory Corp | 365 | $32.9K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 367 | $33.0K | 0.00% | +4+1.1% | Added |
| FWL Investment Management, LLC | 380 | $34.2K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 381 | $34.3K | 0.02% | +381 | New |
| Curio Wealth, LLC | 384 | $34.6K | 0.01% | +5+1.3% | Added |
| Owl Creek Wealth Partners LLC | 385 | $34.7K | 0.01% | +385 | New |
| MCF Advisors LLC | 394 | $35.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 395 | $35.6K | 0.00% | −864−68.6% | Reduced |
| Miller Wealth Advisors, LLC | 396 | $35.7K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 405 | $36.5K | 0.00% | +215+113.2% | Added |
| Gould Capital, LLC | 408 | $36.8K | 0.02% | +408 | New |
| Anchor Investment Management, LLC | 414 | $37.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 422 | $38.0K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 422 | $38.1K | 0.01% | +154+57.5% | Added |
| Brown, Lisle/Cummings, Inc. | 423 | $38.1K | 0.01% | 00.0% | Unchanged |
| Capital & Planning, LLC | 424 | $38.2K | 0.02% | +424 | New |
| International Assets Investment Management, LLC | 430 | $38.7K | 0.00% | +165+62.3% | Added |
| Princeton Global Asset Management LLC | 430 | $38.7K | 0.01% | +6+1.4% | Added |
| SJS Investment Consulting Inc. | 433 | $39.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $40.5K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $41.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 461 | $41.5K | 0.00% | −71−13.3% | Reduced |
| Ossiam | 465 | $41.9K | 0.00% | −54,832−99.2% | Reduced |
| Pflug Koory, LLC | 473 | $42.6K | 0.02% | +188+66.0% | Added |
| Navigoe, LLC | 488 | $43.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 484 | $43.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 484 | $43.6K | 0.01% | −106−18.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $45.1K | 0.02% | +500 | New |
| Westpac Banking Corp | 511 | $46.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 515 | $46.4K | 0.01% | +4+0.8% | Added |
| First Community Trust NA | 517 | $46.6K | 0.03% | −376−42.1% | Reduced |
| City Holding Co | 525 | $47.3K | 0.01% | 00.0% | Unchanged |
| Motco | 535 | $48.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 536 | $48.3K | 0.01% | +63+13.3% | Added |
| Plante Moran Financial Advisors, LLC | 546 | $49.2K | 0.00% | 00.0% | Unchanged |