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 |
|---|---|---|---|---|---|
| Stilwell Value LLC | 547 | $49.3K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 547 | $49.3K | 0.00% | +36+7.0% | Added |
| Onefund, LLC | 549 | $49.5K | 0.03% | −68−11.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 558 | $50.3K | 0.03% | +30+5.7% | Added |
| N.E.W. Advisory Services LLC | 560 | $50.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 561 | $50.5K | 0.01% | +4+0.7% | Added |
| Bay Harbor Wealth Management, LLC | 561 | $50.6K | 0.01% | +535+2,057.7% | Added |
| Legacy Bridge, LLC | 570 | $51.4K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 575 | $51.8K | 0.01% | +24+4.4% | Added |
| Hazlett, Burt & Watson, Inc. | 583 | $53.0K | 0.02% | −65−10.0% | Reduced |
| First Horizon Corp | 593 | $53.4K | 0.00% | +10+1.7% | Added |
| Cassaday & Co Wealth Management LLC | 607 | $54.7K | 0.00% | +607 | New |
| BFSG, LLC | 618 | $55.7K | 0.01% | −4−0.6% | Reduced |
| Cromwell Holdings LLC | 642 | $57.9K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 650 | $58.6K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 673 | $60.6K | 0.00% | +673 | New |
| Bokf, NA | 683 | $61.5K | 0.00% | −122−15.2% | Reduced |
| Whipplewood Advisors, LLC | 700 | $63.1K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 707 | $63.7K | 0.01% | +544+333.7% | Added |
| Park National Corp | 741 | $66.8K | 0.00% | −2,039−73.3% | Reduced |
| Trask Adam Roland | 750 | $67.6K | 0.06% | +750 | New |
| TFC Financial Management | 844 | $76.0K | 0.01% | −27−3.1% | Reduced |
| First Command Advisory Services, Inc. | 893 | $80.5K | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 900 | $81.1K | 0.00% | +900 | New |
| Ronald Blue Trust, Inc. | 921 | $83.0K | 0.00% | +119+14.8% | Added |
| Johnson Financial Group, Inc. | 930 | $83.8K | 0.00% | +452+94.6% | Added |
| Pinnacle Bancorp, Inc. | 951 | $85.7K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 960 | $86.5K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $87.2K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 972 | $87.6K | 0.00% | +972 | New |
| Pingora Partners LLC | 1,000 | $90.1K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,018 | $91.8K | 0.00% | +255+33.4% | Added |
| Los Angeles Capital Management LLC | 1,037 | $93.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,042 | $93.9K | 0.00% | +92+9.7% | Added |
| Atlantic Union Bankshares Corp | 1,073 | $96.7K | 0.00% | +7+0.7% | Added |
| Deseret Mutual Benefit Administrators | 1,079 | $97.2K | 0.03% | +502+87.0% | Added |
| Richardson Financial Services Inc. | 1,080 | $97.3K | 0.06% | −30−2.7% | Reduced |
| RWM Asset Management, LLC | 1,097 | $98.9K | 0.01% | +1,097 | New |
| GHP Investment Advisors, Inc. | 1,099 | $99.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,112 | $100.2K | 0.00% | +161+16.9% | Added |
| Olistico Wealth, LLC | 1,169 | $105.3K | 0.05% | +11+0.9% | Added |
| RMG Wealth Management LLC | 1,059 | $106.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,202 | $108.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,269 | $114.3K | 0.01% | +141+12.5% | Added |
| JFS Wealth Advisors, LLC | 1,284 | $115.7K | 0.01% | +6+0.5% | Added |
| Key Capital Management, INC | 1,300 | $117.1K | 0.08% | +323+33.1% | Added |
| Essential Partners LLC | 1,321 | $119.0K | 0.04% | −999−43.1% | Reduced |
| Larson Financial Group LLC | 1,330 | $119.9K | 0.00% | +229+20.8% | Added |
| Versant Capital Management, Inc | 1,331 | $119.9K | 0.01% | +158+13.5% | Added |
| Raiffeisen Bank International AG | 1,410 | $124.4K | 0.00% | −160−10.2% | Reduced |
| Quent Capital, LLC | 1,415 | $127.5K | 0.01% | −186−11.6% | Reduced |
| JNBA Financial Advisors | 1,432 | $129.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,440 | $129.8K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,462 | $131.7K | 0.13% | +1,462 | New |
| LGT Financial Advisors LLC | 1,547 | $139.4K | 0.71% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,659 | $149.5K | 0.02% | +1,256+311.7% | Added |
| Manchester Capital Management LLC | 1,680 | $151.4K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,704 | $153.5K | 0.01% | +50+3.0% | Added |
| Central Trust Co | 1,714 | $154.4K | 0.00% | −23−1.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,617 | $155.1K | 0.02% | +948+141.7% | Added |
| Park Place Capital Corp | 1,732 | $156.1K | 0.03% | +1,732 | New |
| Silvant Capital Management LLC | 1,747 | $157.4K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,806 | $162.7K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,854 | $167.1K | 0.01% | +253+15.8% | Added |
| Private Trust Co NA | 1,876 | $169.0K | 0.02% | +555+42.0% | Added |
| Parallel Advisors, LLC | 1,892 | $170.5K | 0.00% | +206+12.2% | Added |
| MV Capital Management, Inc. | 1,900 | $171.2K | 0.02% | +1,048+123.0% | Added |
| Capital Analysts, LLC | 1,907 | $172.0K | 0.00% | −47−2.4% | Reduced |
| Mather Group, LLC. | 1,965 | $177.1K | 0.00% | +1,965 | New |
| Ameritas Investment Partners, Inc. | 2,039 | $183.7K | 0.01% | −74−3.5% | Reduced |
| Employees Retirement System of Texas | 2,126 | $192.0K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 2,133 | $192.2K | 0.10% | +14+0.7% | Added |
| Evoke Wealth, LLC | 2,221 | $200.2K | 0.00% | −102−4.4% | Reduced |
| Sentinus, LLC | 2,254 | $203.1K | 0.02% | +2,254 | New |
| TCG Advisory Services, LLC | 2,259 | $203.6K | 0.00% | +2,259 | New |
| SageView Advisory Group, LLC | 2,265 | $204.1K | 0.01% | −187−7.6% | Reduced |
| Brown Advisory Inc | 2,272 | $204.7K | 0.00% | −943−29.3% | Reduced |
| First Bank & Trust | 2,282 | $205.6K | 0.03% | +2,282 | New |
| Plancorp, LLC | 2,242 | $205.8K | 0.01% | +2,242 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,299 | $207.2K | 0.02% | +21+0.9% | Added |
| Koshinski Asset Management, Inc. | 2,305 | $207.7K | 0.01% | +10.0% | Added |
| Auxier Asset Management | 2,322 | $209.2K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,329 | $209.9K | 0.00% | −2,130−47.8% | Reduced |
| Change Path, LLC | 2,329 | $209.9K | 0.00% | +2,329 | New |
| Tower Research Capital LLC (TRC) | 2,333 | $210.2K | 0.01% | −3,120−57.2% | Reduced |
| Acropolis Investment Management, LLC | 2,336 | $210.5K | 0.01% | −42−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 2,342 | $211.0K | 0.00% | +2,342 | New |
| Pallas Capital Advisors LLC | 2,351 | $211.9K | 0.01% | −859−26.8% | Reduced |
| Trust Asset Management LLC | 2,352 | $211.9K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,352 | $212.0K | 0.04% | −107−4.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,353 | $212.0K | 0.01% | −1,188−33.5% | Reduced |
| Journey Strategic Wealth LLC | 2,359 | $212.6K | 0.01% | +2,359 | New |
| Kavar Capital Partners Group, LLC | 2,360 | $212.7K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,370 | $213.6K | 0.02% | +2,370 | New |
| Simplicity Wealth,LLC | 2,376 | $214.1K | 0.01% | +2,376 | New |
| Tocqueville Asset Management L.P. | 2,400 | $216.3K | 0.00% | +2,400 | New |
| Cora Capital Advisors LLC | 2,401 | $216.4K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,402 | $216.4K | 0.00% | +2,402 | New |
| Smith, Moore & Co. | 2,412 | $217.3K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,414 | $217.5K | 0.08% | +12+0.5% | Added |