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 |
|---|---|---|---|---|---|
| Glaxis Capital Management, LLC | 3,941 | $355.1K | 0.44% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,956 | $356.5K | 0.00% | +110+2.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $360.0K | 0.12% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,003 | $360.7K | 0.00% | −190−4.5% | Reduced |
| City National Bank of Florida | 4,007 | $361.1K | 0.22% | +4,007 | New |
| Brown Brothers Harriman & Co | 4,014 | $361.7K | 0.00% | +2,217+123.4% | Added |
| ETF Portfolio Partners, Inc. | 4,015 | $361.8K | 0.10% | +4,015 | New |
| JMN Financial LLC | 4,023 | $362.5K | 0.36% | +63+1.6% | Added |
| Machina Capital S.A.S. | 4,027 | $362.9K | 0.07% | +4,027 | New |
| Blackhawk Capital Partners LLC. | 4,058 | $365.7K | 0.13% | +33+0.8% | Added |
| Reuter James Wealth Management, LLC | 4,068 | $366.6K | 0.05% | +4,068 | New |
| Strategic Investment Advisors | 4,069 | $366.6K | 0.03% | +4,069 | New |
| Ritholtz Wealth Management | 4,092 | $368.8K | 0.01% | +1,470+56.1% | Added |
| Gateway Investment Advisers LLC | 4,098 | $369.3K | 0.00% | +1,152+39.1% | Added |
| Optima Capital LLC | 4,173 | $376.1K | 0.17% | +205+5.2% | Added |
| Bull Harbor Capital LLC | 4,223 | $380.5K | 0.10% | +4,223 | New |
| Sompo Asset Management Co., Ltd. | 4,240 | $382.1K | 0.07% | 00.0% | Unchanged |
| Argentarii, LLC | 4,249 | $382.8K | 0.13% | −539−11.3% | Reduced |
| Advisory Services Network, LLC | 4,263 | $384.2K | 0.01% | +1,594+59.7% | Added |
| Perigon Wealth Management, LLC | 4,264 | $384.2K | 0.01% | −180−4.1% | Reduced |
| Perpetual Ltd | 4,337 | $390.8K | 0.01% | +445+11.4% | Added |
| Aaron Wealth Advisors | 4,423 | $398.6K | 0.02% | +768+21.0% | Added |
| DGS Capital Management, LLC | 4,425 | $398.7K | 0.07% | +173+4.1% | Added |
| Vise Technologies, Inc. | 4,541 | $400.6K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Group | 4,451 | $401.0K | 0.04% | +120+2.8% | Added |
| Premier Path Wealth Partners, LLC | 4,454 | $401.4K | 0.05% | −235−5.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,533 | $408.5K | 0.01% | +88+2.0% | Added |
| AlphaStar Capital Management, LLC | 4,540 | $409.1K | 0.03% | +62+1.4% | Added |
| Rothschild Investment LLC | 4,542 | $409.3K | 0.02% | +105+2.4% | Added |
| Rexford Capital Inc | 4,556 | $410.5K | 0.29% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,218 | $419.5K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,718 | $425.1K | 0.02% | −2,020−30.0% | Reduced |
| LVW Advisors, LLC | 4,770 | $429.8K | 0.04% | +932+24.3% | Added |
| Twin Capital Management Inc | 4,774 | $430.2K | 0.06% | −120−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 4,842 | $436.3K | 0.00% | +135+2.9% | Added |
| Legato Capital Management LLC | 4,909 | $442.4K | 0.04% | −3,260−39.9% | Reduced |
| Lighthouse Investment Partners, LLC | 4,918 | $443.1K | 0.02% | +4,918 | New |
| Prudential PLC | 4,995 | $450.1K | 0.00% | +4,995 | New |
| We Are One Seven, LLC | 5,005 | $451.1K | 0.01% | +672+15.5% | Added |
| Canada Post Corp Registered Pension Plan | 5,046 | $454.7K | 0.02% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,070 | $456.9K | 0.01% | +763+17.7% | Added |
| Hancock Whitney Corp | 4,530 | $457.1K | 0.01% | −134−2.9% | Reduced |
| IHT Wealth Management, LLC | 5,099 | $459.5K | 0.01% | −151−2.9% | Reduced |
| QRG Capital Management, Inc. | 5,115 | $460.9K | 0.00% | +662+14.9% | Added |
| Krilogy Financial LLC | 4,920 | $462.4K | 0.01% | −128−2.5% | Reduced |
| Aprio Wealth Management, LLC | 5,135 | $462.7K | 0.03% | +417+8.8% | Added |
| Nomura Holdings Inc | 5,180 | $466.8K | 0.00% | −492−8.7% | Reduced |
| Kingsview Wealth Management, LLC | 5,186 | $467.3K | 0.01% | +204+4.1% | Added |
| Benin Management CORP | 5,200 | $468.6K | 0.11% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,204 | $468.9K | 0.02% | +548+11.8% | Added |
| STRS Ohio | 5,205 | $469.0K | 0.00% | −8−0.2% | Reduced |
| CWA Asset Management Group, LLC | 5,259 | $473.9K | 0.02% | −417−7.3% | Reduced |
| Tema ETFs LLC | 5,281 | $475.9K | 0.03% | +21+0.4% | Added |
| Securian Asset Management, Inc | 5,336 | $480.8K | 0.02% | −100−1.8% | Reduced |
| MUFG Securities Americas Inc. | 5,474 | $493.3K | 0.03% | +88+1.6% | Added |
| Focus Financial Network, Inc. | 5,503 | $495.9K | 0.02% | +302+5.8% | Added |
| Iowa State Bank | 5,507 | $496.2K | 0.09% | −223−3.9% | Reduced |
| AIA Group Ltd | 5,517 | $497.1K | 0.01% | −1,138−17.1% | Reduced |
| Wealth Alliance | 5,541 | $499.3K | 0.05% | +5,541 | New |
| Palisade Asset Management, LLC | 5,637 | $508.0K | 0.05% | +21+0.4% | Added |
| Apella Capital, LLC | 5,301 | $509.8K | 0.01% | −533−9.1% | Reduced |
| Tobam | 5,692 | $513.0K | 0.13% | +5,692 | New |
| Concurrent Investment Advisors, LLC | 5,753 | $518.4K | 0.01% | +826+16.8% | Added |
| Gentry Private Wealth, LLC | 5,764 | $519.4K | 0.31% | −718−11.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,844 | $526.6K | 0.04% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 5,871 | $529.0K | 0.21% | +5,871 | New |
| Polymer Capital Management (US) LLC | 5,878 | $529.7K | 0.08% | +5,878 | New |
| Envestnet Portfolio Solutions, Inc. | 5,884 | $530.2K | 0.00% | +5,884 | New |
| Prime Capital Investment Advisors, LLC | 5,943 | $535.5K | 0.01% | +24+0.4% | Added |
| Apollon Wealth Management, LLC | 5,959 | $536.9K | 0.01% | +233+4.1% | Added |
| Vontobel Holding Ltd. | 6,102 | $549.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,246 | $551.1K | 0.02% | +2,862+84.6% | Added |
| Johnson Investment Counsel Inc | 6,182 | $557.1K | 0.00% | −151−2.4% | Reduced |
| Romano Brothers and Company | 6,185 | $557.3K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,287 | $566.6K | 0.02% | +20.0% | Added |
| North Dakota State Investment Board | 6,290 | $566.8K | 0.02% | −1,344−17.6% | Reduced |
| Hilltop National Bank | 6,299 | $567.6K | 0.13% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,330 | $570.4K | 0.01% | −58−0.9% | Reduced |
| Arkadios Wealth Advisors | 6,384 | $575.3K | 0.01% | +1,176+22.6% | Added |
| E. Ohman J:or Asset Management AB | 6,450 | $581.2K | 0.02% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 6,450 | $581.2K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,452 | $581.4K | 0.01% | +328+5.4% | Added |
| Callan Family Office, LLC | 6,480 | $583.9K | 0.01% | −314−4.6% | Reduced |
| OmniStar Financial Group, Inc. | 6,501 | $585.4K | 0.30% | +6,501 | New |
| Jacobi Capital Management LLC | 6,590 | $593.9K | 0.03% | −572−8.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,591 | $593.9K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 6,605 | $595.7K | 0.00% | +360+5.8% | Added |
| Greenleaf Trust | 6,650 | $599.2K | 0.01% | +367+5.8% | Added |
| Lido Advisors, LLC | 6,664 | $600.7K | 0.00% | +863+14.9% | Added |
| Steward Partners Investment Advisory, LLC | 6,666 | $600.7K | 0.00% | −530−7.4% | Reduced |
| Umb Bank N A | 6,713 | $604.9K | 0.01% | +23+0.3% | Added |
| Regions Financial Corp | 6,724 | $605.9K | 0.00% | −41−0.6% | Reduced |
| CenterStar Asset Management, LLC | 6,776 | $610.5K | 0.59% | +6,776 | New |
| Harbour Investments, Inc. | 6,781 | $611.1K | 0.01% | +4,494+196.5% | Added |
| Vestcor Inc | 6,839 | $616.0K | 0.02% | 00.0% | Unchanged |
| Frec Markets, Inc. | 6,866 | $618.7K | 0.11% | +6,866 | New |
| J.W. Cole Advisors, Inc. | 6,883 | $620.2K | 0.02% | +218+3.3% | Added |
| Keybank National Association | 6,906 | $622.3K | 0.00% | +2,840+69.8% | Added |
| Prosperity Consulting Group, LLC | 6,921 | $623.7K | 0.03% | +111+1.6% | Added |
| Carret Asset Management, LLC | 6,948 | $626.1K | 0.06% | 00.0% | Unchanged |