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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 6,999 | $630.7K | 0.01% | +2,949+72.8% | Added |
| Mokosak Advisory Group, LLC | 7,001 | $631.0K | 0.16% | −208−2.9% | Reduced |
| Centennial Wealth Advisory LLC | 7,252 | $653.5K | 0.16% | +1,192+19.7% | Added |
| Sterling Capital Management LLC | 7,334 | $660.9K | 0.01% | −5,568−43.2% | Reduced |
| National Wealth Management Group, LLC | 7,343 | $661.7K | 0.25% | −3,975−35.1% | Reduced |
| Plimoth Trust Co LLC | 7,392 | $666.1K | 0.15% | −6−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,413 | $668.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,442 | $670.6K | 0.04% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 7,625 | $687.0K | 0.28% | +20.0% | Added |
| Elevated Capital Advisors, LLC | 7,659 | $690.2K | 0.17% | −1,441−15.8% | Reduced |
| Kestra Private Wealth Services, LLC | 7,685 | $692.5K | 0.01% | −6,617−46.3% | Reduced |
| Seeds Investor LLC | 7,361 | $693.0K | 0.09% | +3,310+81.7% | Added |
| Exchange Traded Concepts, LLC | 7,777 | $700.8K | 0.01% | +3,476+80.8% | Added |
| Raleigh Capital Management Inc. | 7,803 | $703.1K | 0.24% | +7,803 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,815 | $704.2K | 0.00% | +815+11.6% | Added |
| Wolff Financial Management LLC | 7,815 | $704.2K | 0.16% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,825 | $705.1K | 0.03% | −22−0.3% | Reduced |
| City State Bank | 7,938 | $715.3K | 0.19% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,947 | $716.2K | 0.00% | +494+6.6% | Added |
| Cornerstone Wealth Management, LLC | 7,969 | $718.1K | 0.04% | +1,003+14.4% | Added |
| Vestmark Advisory Solutions, Inc. | 8,103 | $730.2K | 0.01% | +8,103 | New |
| Saudi Central Bank | 8,109 | $730.7K | 0.02% | +8,109 | New |
| IFP Advisors, Inc | 8,138 | $733.3K | 0.02% | +134+1.7% | Added |
| Equitable Holdings, Inc. | 8,335 | $735.5K | 0.00% | +191+2.3% | Added |
| Atlas Capital Advisors LLC | 8,181 | $737.2K | 0.08% | +6,531+395.8% | Added |
| RMB Capital Management, LLC | 8,183 | $737.4K | 0.01% | +68+0.8% | Added |
| Intech Investment Management LLC | 8,209 | $739.7K | 0.01% | −3,232−28.2% | Reduced |
| Worldquant Millennium Advisors LLC | 8,387 | $755.8K | 0.00% | +740+9.7% | Added |
| Horizon Investments, LLC | 8,391 | $756.1K | 0.01% | +3,524+72.4% | Added |
| Pinnacle Associates Ltd | 8,420 | $758.7K | 0.01% | −20.0% | Reduced |
| Curat Global, LLC | 8,424 | $759.1K | 0.75% | +2,042+32.0% | Added |
| Jane Street Group, LLC | 8,463 | $762.6K | 0.00% | −162,298−95.0% | Reduced |
| Fulton Bank, N.A. | 8,531 | $768.7K | 0.03% | +8,531 | New |
| Woodline Partners LP | 8,569 | $772.2K | 0.00% | +4,494+110.3% | Added |
| GAMMA Investing LLC | 8,673 | $781.5K | 0.04% | +888+11.4% | Added |
| Hilltop Holdings Inc. | 8,707 | $784.5K | 0.07% | +1,657+23.5% | Added |
| Syon Capital LLC | 8,736 | $787.2K | 0.04% | +373+4.5% | Added |
| Chicago Partners Investment Group LLC | 8,084 | $787.7K | 0.02% | +884+12.3% | Added |
| Buckingham Strategic Partners | 8,801 | $793.1K | 0.01% | −426−4.6% | Reduced |
| Walleye Trading LLC | 8,806 | $793.5K | 0.02% | +8,806 | New |
| United Capital Financial Advisers, LLC | 8,836 | $796.2K | 0.00% | +1,292+17.1% | Added |
| South Dakota Investment Council | 8,914 | $803.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 8,944 | $806.0K | 0.00% | +693+8.4% | Added |
| Holderness Investments Co | 8,978 | $809.0K | 0.16% | −50−0.6% | Reduced |
| ING Groep NV | 9,046 | $815.1K | 0.00% | −243−2.6% | Reduced |
| Ausdal Financial Partners, Inc. | 9,129 | $822.6K | 0.04% | +97+1.1% | Added |
| New Mexico Educational Retirement Board | 9,254 | $834.0K | 0.03% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 9,259 | $834.3K | 0.02% | −11,897−56.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,325 | $840.0K | 0.00% | +495+5.6% | Added |
| Bessemer Group Inc | 9,504 | $857.0K | 0.00% | +89+0.9% | Added |
| Evolve Private Wealth, LLC | 9,547 | $860.3K | 0.05% | −228−2.3% | Reduced |
| FIL Ltd | 9,548 | $860.4K | 0.00% | +6,902+260.8% | Added |
| Mount Yale Investment Advisors, LLC | 9,552 | $860.7K | 0.02% | +9,552 | New |
| Everence Capital Management Inc | 9,570 | $862.0K | 0.05% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 9,603 | $865.3K | 0.50% | +26+0.3% | Added |
| Plato Investment Management Ltd | 9,747 | $878.8K | 0.06% | 00.0% | Unchanged |
| Mount Lucas Management LP | 9,836 | $886.3K | 0.33% | +9,836 | New |
| Brighton Jones LLC | 9,866 | $889.0K | 0.02% | +9,866 | New |
| Pacer Advisors, Inc. | 9,885 | $891.0K | 0.00% | −10,234−50.9% | Reduced |
| KC Investment Advisors, LLC | 9,970 | $898.4K | 0.21% | −1,883−15.9% | Reduced |
| Quadrant Capital Group LLC | 10,092 | $909.4K | 0.03% | −35−0.3% | Reduced |
| Louisiana State Employees Retirement System | 10,100 | $910.1K | 0.02% | −100−1.0% | Reduced |
| Brevan Howard Capital Management LP | 10,104 | $910.5K | 0.01% | +6,333+167.9% | Added |
| Metis Global Partners, LLC | 10,157 | $915.2K | 0.02% | −1,228−10.8% | Reduced |
| Board of the Pension Protection Fund | 10,200 | $919.1K | 0.85% | −8,500−45.5% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $922.4K | 0.21% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 10,264 | $924.9K | 0.01% | +3,622+54.5% | Added |
| West Bancorporation Inc | 10,610 | $956.1K | 0.48% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 10,637 | $958.5K | 0.02% | +133+1.3% | Added |
| Oppenheimer & Co Inc | 10,721 | $966.1K | 0.01% | +105+1.0% | Added |
| Greenwood Capital Associates LLC | 10,728 | $966.7K | 0.11% | −8,639−44.6% | Reduced |
| Martin Capital Partners, LLC | 10,744 | $968.0K | 0.36% | −40.0% | Reduced |
| Omers Administration Corp | 10,762 | $969.8K | 0.01% | +2,244+26.3% | Added |
| Maryland State Retirement & Pension System | 10,843 | $977.1K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,873 | $980.0K | 0.01% | +3,427+46.0% | Added |
| Integrity Alliance, LLC. | 10,901 | $982.3K | 0.04% | +93+0.9% | Added |
| Caisse de Depot Et Placement du Quebec | 11,009 | $992.0K | 0.00% | −193,491−94.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,047 | $995.0K | 0.01% | −1,946−15.0% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 11,050 | $995.7K | 0.07% | −14,628−57.0% | Reduced |
| Ascent Group, LLC | 11,083 | $998.7K | 0.03% | +527+5.0% | Added |
| Transamerica Financial Advisors, Inc. | 11,109 | $1.00M | 0.09% | +74+0.7% | Added |
| Montag A & Associates Inc | 11,512 | $1.04M | 0.05% | −238−2.0% | Reduced |
| Redwood Investment Management, LLC | 11,590 | $1.04M | 0.13% | −803−6.5% | Reduced |
| D. E. Shaw & Co., Inc. | 11,656 | $1.05M | 0.00% | −9,002−43.6% | Reduced |
| Gilbert & Cook, Inc. | 11,704 | $1.05M | 0.14% | −79−0.7% | Reduced |
| Legacy Financial Group LLC | 11,768 | $1.06M | 0.13% | +421+3.7% | Added |
| Benjamin Edwards Inc | 11,918 | $1.07M | 0.01% | +7,216+153.5% | Added |
| Mizuho Securities USA LLC | 11,960 | $1.08M | 0.03% | −2,597−17.8% | Reduced |
| Glenmede Trust Co NA | 11,983 | $1.08M | 0.01% | +63+0.5% | Added |
| Warren Averett Asset Management, LLC | 12,084 | $1.09M | 0.01% | +1,689+16.2% | Added |
| Norinchukin Bank, The | 12,179 | $1.10M | 0.01% | −62−0.5% | Reduced |
| Tounjian Advisory Partners, LLC | 12,218 | $1.10M | 0.40% | +1,848+17.8% | Added |
| Mork Capital Management, LLC | 12,370 | $1.11M | 0.79% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 22,602 | $1.11M | 0.08% | +8,659+62.1% | Added |
| GWM Advisors LLC | 12,439 | $1.12M | 0.00% | +384+3.2% | Added |
| EP Wealth Advisors, LLC | 12,515 | $1.13M | 0.01% | −576−4.4% | Reduced |
| CAPROCK Group, Inc. | 12,612 | $1.14M | 0.03% | +445+3.7% | Added |
| Skopos Labs, Inc. | 12,820 | $1.16M | 0.04% | +4,704+58.0% | Added |
| VCI Wealth Management LLC | 13,104 | $1.18M | 0.33% | −5,607−30.0% | Reduced |
| Resources Investment Advisors, LLC. | 13,359 | $1.20M | 0.01% | +192+1.5% | Added |