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 |
|---|---|---|---|---|---|
| AssuredPartners Investment Advisors, LLC | 13,536 | $1.23M | 0.13% | +13,536 | New |
| Summit Trail Advisors, LLC | 13,840 | $1.25M | 0.02% | +4,108+42.2% | Added |
| Procyon Private Wealth Partners, LLC | 14,156 | $1.28M | 0.06% | +422+3.1% | Added |
| Candriam Luxembourg S.C.A. | 14,177 | $1.28M | 0.01% | −69,862−83.1% | Reduced |
| Savant Capital, LLC | 14,183 | $1.28M | 0.01% | +1,690+13.5% | Added |
| Avanza Fonder AB | 14,358 | $1.29M | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 14,425 | $1.30M | 0.00% | +14,425 | New |
| Wiregrass Investment Management LLC | 14,450 | $1.30M | 1.08% | +930+6.9% | Added |
| Merit Financial Group, LLC | 14,921 | $1.34M | 0.01% | +1,784+13.6% | Added |
| D.A. Davidson & Co. | 14,955 | $1.35M | 0.01% | +927+6.6% | Added |
| Schroder Investment Management Group | 15,058 | $1.36M | 0.00% | −6,556−30.3% | Reduced |
| Hartford Investment Management Co | 15,059 | $1.36M | 0.04% | −181−1.2% | Reduced |
| PSI Advisors, LLC | 15,069 | $1.36M | 0.33% | +1,388+10.1% | Added |
| TD Private Client Wealth LLC | 15,238 | $1.37M | 0.03% | +14,892+4,304.0% | Added |
| Sequoia Financial Advisors, LLC | 15,659 | $1.41M | 0.01% | +884+6.0% | Added |
| Investment Management Corp of Ontario | 15,737 | $1.42M | 0.02% | +700+4.7% | Added |
| Brookstone Capital Management | 15,876 | $1.43M | 0.02% | +12,895+432.6% | Added |
| Impact Partnership Wealth, LLC | 16,053 | $1.45M | 0.18% | +11,647+264.3% | Added |
| Modern Wealth Management, LLC | 16,284 | $1.47M | 0.03% | −97−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,472 | $1.49M | 0.01% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 16,500 | $1.49M | 0.03% | +16,500 | New |
| SummitTX Capital, L.P. | 16,511 | $1.49M | 0.05% | −43,627−72.5% | Reduced |
| OpenArc Corporate Advisory, LLC | 16,694 | $1.50M | 0.02% | +41+0.2% | Added |
| Handelsbanken Fonder AB | 16,834 | $1.52M | 0.01% | −3,248−16.2% | Reduced |
| Gulf International Bank (UK) Ltd | 16,877 | $1.52M | 0.03% | +4,614+37.6% | Added |
| Commonwealth Retirement Investments LLC | 16,923 | $1.52M | 0.47% | +1,176+7.5% | Added |
| Farther Finance Advisors, LLC | 17,002 | $1.53M | 0.01% | +1,403+9.0% | Added |
| RSM US Wealth Management LLC | 17,015 | $1.53M | 0.02% | +385+2.3% | Added |
| Invst, LLC | 17,091 | $1.54M | 0.17% | +17,091 | New |
| Crossmark Global Holdings, Inc. | 17,140 | $1.54M | 0.02% | −60−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 17,611 | $1.59M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,649 | $1.59M | 0.01% | +3,970+29.0% | Added |
| Neuberger Berman Group LLC | 17,689 | $1.59M | 0.00% | +2,618+17.4% | Added |
| Rockefeller Capital Management L.P. | 17,737 | $1.60M | 0.00% | −1,806−9.2% | Reduced |
| Cresset Asset Management, LLC | 18,101 | $1.63M | 0.01% | +1,393+8.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,258 | $1.65M | 0.00% | −9,367−33.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,488 | $1.66M | 0.01% | +12,027+186.1% | Added |
| GoalVest Advisory LLC | 18,568 | $1.67M | 0.33% | −2,940−13.7% | Reduced |
| ASR Vermogensbeheer N.V. | 18,699 | $1.68M | 0.02% | +462+2.5% | Added |
| US Bancorp | 18,819 | $1.70M | 0.00% | +219+1.2% | Added |
| Commerce Bank | 18,927 | $1.71M | 0.01% | +412+2.2% | Added |
| Atria Investments LLC | 19,073 | $1.72M | 0.02% | +11,567+154.1% | Added |
| Pinebridge Investments LLC | 19,116 | $1.72M | 0.01% | +6,225+48.3% | Added |
| Holocene Advisors, LP | 19,232 | $1.73M | 0.00% | −44,804−70.0% | Reduced |
| BBR Partners, LLC | 19,298 | $1.74M | 0.10% | −2,703−12.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,111 | $1.75M | 0.01% | +10,700+127.2% | Added |
| Picton Mahoney Asset Management | 19,436 | $1.75M | 0.02% | +10,001+106.0% | Added |
| Foster Group, Inc. | 19,538 | $1.76M | 0.05% | +489+2.6% | Added |
| State of Alaska, Department of Revenue | 19,599 | $1.77M | 0.02% | −430−2.1% | Reduced |
| Osmosis Investment Management UK Ltd | 19,828 | $1.79M | 0.05% | +2,927+17.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 19,964 | $1.80M | 1.72% | +1,140+6.1% | Added |
| MML Investors Services, LLC | 20,126 | $1.81M | 0.01% | +13,894+222.9% | Added |
| Assetmark, Inc | 20,227 | $1.82M | 0.00% | +10,325+104.3% | Added |
| Virtus Investment Advisers, Inc. | 20,576 | $1.85M | 0.51% | +20,576 | New |
| Thrivent Financial for Lutherans | 20,786 | $1.87M | 0.00% | +460+2.3% | Added |
| V-Square Quantitative Management LLC | 20,799 | $1.87M | 0.20% | +1,301+6.7% | Added |
| Davenport & Co LLC | 20,985 | $1.89M | 0.01% | +20,985 | New |
| Mutual of America Capital Management LLC | 21,043 | $1.90M | 0.02% | −425−2.0% | Reduced |
| Dakota Wealth Management | 21,367 | $1.93M | 0.04% | −3,523−14.2% | Reduced |
| Verdence Capital Advisors LLC | 21,416 | $1.93M | 0.11% | +12,174+131.7% | Added |
| Northwestern Mutual Wealth Management Co | 21,524 | $1.94M | 0.00% | +624+3.0% | Added |
| Jefferies Financial Group Inc. | 22,000 | $1.98M | 0.02% | −131−0.6% | Reduced |
| Impax Asset Management Group plc | 22,113 | $1.99M | 0.01% | +8,663+64.4% | Added |
| Sanctuary Advisors, LLC | 22,148 | $2.00M | 0.01% | +2,537+12.9% | Added |
| MAI Capital Management | 22,471 | $2.02M | 0.01% | −72−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 22,637 | $2.04M | 0.03% | −200−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 22,676 | $2.04M | 0.12% | 00.0% | Unchanged |
| Estate Counselors, LLC | 22,708 | $2.05M | 0.18% | +22,708 | New |
| Yousif Capital Management, LLC | 22,872 | $2.06M | 0.02% | −1,008−4.2% | Reduced |
| Guggenheim Capital LLC | 23,044 | $2.08M | 0.02% | +16,499+252.1% | Added |
| OP Asset Management Ltd | 23,394 | $2.11M | 0.02% | −1,952−7.7% | Reduced |
| HighTower Advisors, LLC | 24,446 | $2.20M | 0.00% | +8,406+52.4% | Added |
| Credit Agricole S A | 24,507 | $2.21M | 0.01% | −57,949−70.3% | Reduced |
| Hohimer Wealth Management, LLC | 24,697 | $2.23M | 0.27% | +30.0% | Added |
| Toroso Investments, LLC | 24,784 | $2.23M | 0.01% | +24,784 | New |
| Heritage Trust Co | 24,824 | $2.24M | 0.22% | +4,491+22.1% | Added |
| Allstate Corp | 24,849 | $2.24M | 0.02% | +10,835+77.3% | Added |
| Ostrum Asset Management | 24,965 | $2.25M | 0.13% | +3,822+18.1% | Added |
| Zions Bancorporation, National Association | 25,018 | $2.25M | 0.15% | +24,836+13,646.2% | Added |
| Man Group plc | 25,349 | $2.28M | 0.00% | −119,482−82.5% | Reduced |
| Columbus Macro, LLC | 25,418 | $2.29M | 0.24% | +240+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,618 | $2.31M | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 25,752 | $2.32M | 0.00% | −1,195−4.4% | Reduced |
| Simon Quick Advisors, LLC | 26,255 | $2.37M | 0.11% | +1,796+7.3% | Added |
| UniSuper Management Pty Ltd | 26,382 | $2.38M | 0.02% | −964−3.5% | Reduced |
| Jones Financial Companies LLLP | 27,405 | $2.39M | 0.00% | +7,092+34.9% | Added |
| Ensign Peak Advisors, Inc | 26,572 | $2.39M | 0.00% | −2,954−10.0% | Reduced |
| Natixis | 27,416 | $2.47M | 0.01% | −26,602−49.2% | Reduced |
| Susquehanna International Group, LLP | 28,014 | $2.52M | 0.00% | −56,162−66.7% | Reduced |
| Nissay Asset Management Corp | 28,847 | $2.60M | 0.01% | +48+0.2% | Added |
| Claro Advisors LLC | 29,135 | $2.63M | 0.32% | +2,157+8.0% | Added |
| New York Life Investment Management LLC | 29,665 | $2.67M | 0.02% | +362+1.2% | Added |
| Rakuten Investment Management, Inc. | 30,452 | $2.69M | 0.01% | +3,184+11.7% | Added |
| Janney Montgomery Scott LLC | 30,015 | $2.71M | 0.01% | +9,499+46.3% | Added |
| Vident Advisory, LLC | 30,110 | $2.71M | 0.02% | +1,794+6.3% | Added |
| British Columbia Investment Management Corp | 30,283 | $2.73M | 0.02% | −9,181−23.3% | Reduced |
| National Bank of Canada | 30,574 | $2.76M | 0.00% | −39,111−56.1% | Reduced |
| NEOS Investment Management LLC | 30,806 | $2.78M | 0.01% | −1,249−3.9% | Reduced |
| Private Advisor Group, LLC | 31,870 | $2.87M | 0.01% | +2,491+8.5% | Added |
| USS Investment Management Ltd | 31,992 | $2.88M | 0.01% | +1,546+5.1% | Added |