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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 2,423 | $218.0K | 0.00% | +112+4.8% | Added |
| Renaissance Group LLC | 2,422 | $218.2K | 0.01% | −686−22.1% | Reduced |
| First Nebraska Trust Co | 2,479 | $223.4K | 0.02% | −50−2.0% | Reduced |
| Paladin Partners, LLC | 2,490 | $224.4K | 0.16% | 00.0% | Unchanged |
| S&CO Inc | 2,500 | $225.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,501 | $225.4K | 0.01% | +2,501 | New |
| Nilsine Partners, LLC | 2,270 | $226.4K | 0.02% | +2,270 | New |
| Argonautica Private Wealth Management, Inc | 2,516 | $226.7K | 0.07% | −5,944−70.3% | Reduced |
| Whittier Trust Co | 2,500 | $227.8K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 2,528 | $227.8K | 0.18% | −1,003−28.4% | Reduced |
| Caerus Investment Advisors, LLC | 2,539 | $228.8K | 0.10% | −681−21.1% | Reduced |
| Pensionmark Financial Group, LLC | 2,540 | $228.9K | 0.00% | +2,540 | New |
| Sageworth Trust Co | 2,577 | $232.2K | 0.01% | −106−4.0% | Reduced |
| Signaturefd, LLC | 2,582 | $232.7K | 0.00% | +152+6.3% | Added |
| TSFG, LLC | 2,593 | $234.0K | 0.04% | +23+0.9% | Added |
| Wedmont Private Capital | 2,492 | $234.7K | 0.01% | −114−4.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,609 | $235.1K | 0.02% | +133+5.4% | Added |
| Lake Street Financial LLC | 2,629 | $236.9K | 0.03% | −601−18.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,636 | $238.3K | 0.08% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 2,646 | $238.4K | 0.02% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2,648 | $238.6K | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,667 | $240.4K | 0.01% | +2,667 | New |
| RFG - Bristol Wealth Advisors, LLC | 2,674 | $240.9K | 0.07% | +24+0.9% | Added |
| Kinloch Capital, LLC | 2,675 | $241.0K | 0.10% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,706 | $243.8K | 0.04% | 00.0% | Unchanged |
| Winnow Wealth LLC | 2,729 | $245.9K | 0.19% | +28+1.0% | Added |
| 180 Wealth Advisors, LLC | 2,733 | $246.2K | 0.03% | −91−3.2% | Reduced |
| Ballentine Partners, LLC | 2,746 | $247.5K | 0.00% | +5+0.2% | Added |
| Cidel Asset Management Inc | 2,748 | $247.6K | 0.01% | +441+19.1% | Added |
| CX Institutional | 2,756 | $248.0K | 0.01% | −267−8.8% | Reduced |
| HighPoint Advisor Group LLC | 2,763 | $249.0K | 0.01% | −8,337−75.1% | Reduced |
| VisionPoint Advisory Group, LLC | 2,771 | $249.7K | 0.05% | +6+0.2% | Added |
| Apeiron RIA LLC | 2,782 | $250.7K | 0.06% | +2,782 | New |
| Farmers & Merchants Investments Inc | 2,825 | $254.6K | 0.01% | +90+3.3% | Added |
| OFS Enterprise LLC | 2,827 | $254.7K | 0.07% | +2,827 | New |
| Xxi Wealth, LLC | 2,847 | $256.5K | 0.15% | +2,847 | New |
| Accredited Investors Inc. | 2,866 | $258.3K | 0.01% | +2,866 | New |
| Symphony Financial, Ltd. Co. | 2,894 | $259.3K | 0.03% | −128−4.2% | Reduced |
| Kera Capital Partners, Inc. | 2,904 | $261.7K | 0.03% | +489+20.2% | Added |
| Busey Wealth Management | 2,951 | $265.9K | 0.01% | +47+1.6% | Added |
| Balyasny Asset Management LLC | 2,953 | $266.1K | 0.00% | −378−11.3% | Reduced |
| Security National Bank of So Dak | 3,000 | $270.3K | 0.13% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $270.3K | 0.08% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,012 | $271.4K | 0.03% | +3+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,014 | $271.6K | 0.02% | +3,014 | New |
| Leavell Investment Management, Inc. | 3,024 | $272.5K | 0.01% | +400+15.2% | Added |
| Rockland Trust Co | 3,027 | $272.8K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,036 | $273.6K | 0.02% | −178−5.5% | Reduced |
| Wedbush Securities Inc | 3,046 | $274.0K | 0.01% | +3,046 | New |
| Atomi Financial Group, Inc. | 3,075 | $277.1K | 0.01% | +267+9.5% | Added |
| Kane Co Wealth Management, Inc. | 3,118 | $279.0K | 0.24% | −366−10.5% | Reduced |
| Argent Trust Co | 3,106 | $279.9K | 0.01% | −321−9.4% | Reduced |
| Adams Wealth Management | 3,128 | $281.9K | 0.06% | −10.0% | Reduced |
| CacheTech Inc. | 3,128 | $281.9K | 0.05% | −10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,130 | $282.0K | 0.01% | +406+14.9% | Added |
| Valeo Financial Advisors, LLC | 3,143 | $283.2K | 0.01% | +179+6.0% | Added |
| Oslo Pensjonsforsikring AS | 3,152 | $284.0K | 0.04% | +3,152 | New |
| Midwest Heritage Bank, FSB | 3,155 | $284.3K | 0.09% | +3,155 | New |
| Sivia Capital Partners, LLC | 3,162 | $284.9K | 0.06% | −3,837−54.8% | Reduced |
| Csenge Advisory Group | 3,167 | $285.4K | 0.01% | −165−5.0% | Reduced |
| Mutual Advisors, LLC | 3,178 | $286.4K | 0.01% | +270+9.3% | Added |
| Nicolet Bankshares Inc | 3,183 | $286.8K | 0.01% | +338+11.9% | Added |
| Chesley Taft & Associates LLC | 3,206 | $288.9K | 0.01% | +3+0.1% | Added |
| Foundations Investment Advisors, LLC | 3,208 | $289.1K | 0.00% | +653+25.6% | Added |
| Ameritas Advisory Services, LLC | 3,210 | $289.2K | 0.01% | −94−2.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,219 | $290.1K | 0.01% | −999−23.7% | Reduced |
| Evergreen Capital Management LLC | 3,227 | $290.8K | 0.01% | +3,227 | New |
| Sound View Wealth Advisors Group, LLC | 3,235 | $291.5K | 0.02% | −635−16.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,243 | $292.2K | 0.01% | +3,243 | New |
| Blair William & Co | 3,248 | $292.6K | 0.00% | +658+25.4% | Added |
| GTS Securities LLC | 3,271 | $294.8K | 0.01% | +560+20.7% | Added |
| Mirabella Financial Services LLP | 3,286 | $296.1K | 0.03% | +562+20.6% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $300.2K | 0.10% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 3,349 | $301.8K | 0.04% | +346+11.5% | Added |
| Provident Living Financial Services, Inc. | 3,375 | $304.1K | 0.34% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,382 | $304.8K | 0.01% | +691+25.7% | Added |
| First Citizens Financial Corp | 3,404 | $306.7K | 0.14% | −250−6.8% | Reduced |
| Waddell & Associates, LLC | 3,455 | $311.3K | 0.02% | −248−6.7% | Reduced |
| Great Valley Advisor Group, Inc. | 3,525 | $317.5K | 0.01% | +3,525 | New |
| Meeder Advisory Services, Inc. | 3,536 | $318.6K | 0.01% | −55−1.5% | Reduced |
| Hantz Financial Services, Inc. | 3,614 | $326.0K | 0.00% | +2,409+199.9% | Added |
| International Private Wealth Advisors LLC | 3,624 | $326.5K | 0.20% | +734+25.4% | Added |
| Checchi Capital Advisers, LLC | 3,631 | $327.2K | 0.02% | +360+11.0% | Added |
| Alteri Wealth LLC | 3,660 | $329.8K | 0.11% | −55−1.5% | Reduced |
| Brinker Capital Investments, LLC | 3,698 | $333.2K | 0.00% | +163+4.6% | Added |
| TCW Group Inc | 3,701 | $333.5K | 0.00% | +178+5.1% | Added |
| BKD Wealth Advisors, LLC | 3,715 | $334.8K | 0.01% | +3,715 | New |
| Paradigm Financial Partners, LLC | 3,716 | $334.8K | 0.06% | −465−11.1% | Reduced |
| Huntington National Bank | 3,717 | $334.9K | 0.00% | −1,513−28.9% | Reduced |
| Essex Financial Services, Inc. | 3,755 | $338.4K | 0.02% | +508+15.6% | Added |
| Beacon Pointe Advisors, LLC | 3,756 | $338.5K | 0.00% | +1,363+57.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,769 | $339.6K | 0.22% | −874−18.8% | Reduced |
| Harbor Capital Advisors, Inc. | 3,770 | $340.0K | 0.03% | −804−17.6% | Reduced |
| Gateway Wealth Partners, LLC | 3,780 | $340.6K | 0.01% | +3,780 | New |
| Robinson Smith Wealth Advisors LLC | 3,821 | $344.3K | 0.23% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,826 | $344.7K | 0.01% | +242+6.8% | Added |
| SRS Capital Advisors, Inc. | 3,830 | $345.5K | 0.01% | −2,496−39.5% | Reduced |
| HBK Sorce Advisory LLC | 3,451 | $346.8K | 0.01% | +767+28.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $349.8K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,896 | $351.1K | 0.04% | +321+9.0% | Added |