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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 15,238 | $1.37M | 0.03% | +14,892+4,304.0% | Added |
| PSI Advisors, LLC | 15,069 | $1.36M | 0.33% | +1,388+10.1% | Added |
| Hartford Investment Management Co | 15,059 | $1.36M | 0.04% | −181−1.2% | Reduced |
| Schroder Investment Management Group | 15,058 | $1.36M | 0.00% | −6,556−30.3% | Reduced |
| D.A. Davidson & Co. | 14,955 | $1.35M | 0.01% | +927+6.6% | Added |
| Merit Financial Group, LLC | 14,921 | $1.34M | 0.01% | +1,784+13.6% | Added |
| Wiregrass Investment Management LLC | 14,450 | $1.30M | 1.08% | +930+6.9% | Added |
| Wellington Management Group LLP | 14,425 | $1.30M | 0.00% | +14,425 | New |
| Avanza Fonder AB | 14,358 | $1.29M | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 14,183 | $1.28M | 0.01% | +1,690+13.5% | Added |
| Candriam Luxembourg S.C.A. | 14,177 | $1.28M | 0.01% | −69,862−83.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,156 | $1.28M | 0.06% | +422+3.1% | Added |
| Summit Trail Advisors, LLC | 13,840 | $1.25M | 0.02% | +4,108+42.2% | Added |
| AssuredPartners Investment Advisors, LLC | 13,536 | $1.23M | 0.13% | +13,536 | New |
| Resources Investment Advisors, LLC. | 13,359 | $1.20M | 0.01% | +192+1.5% | Added |
| VCI Wealth Management LLC | 13,104 | $1.18M | 0.33% | −5,607−30.0% | Reduced |
| Skopos Labs, Inc. | 12,820 | $1.16M | 0.04% | +4,704+58.0% | Added |
| CAPROCK Group, Inc. | 12,612 | $1.14M | 0.03% | +445+3.7% | Added |
| EP Wealth Advisors, LLC | 12,515 | $1.13M | 0.01% | −576−4.4% | Reduced |
| GWM Advisors LLC | 12,439 | $1.12M | 0.00% | +384+3.2% | Added |
| Kentucky Retirement Systems | 22,602 | $1.11M | 0.08% | +8,659+62.1% | Added |
| Mork Capital Management, LLC | 12,370 | $1.11M | 0.79% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 12,218 | $1.10M | 0.40% | +1,848+17.8% | Added |
| Norinchukin Bank, The | 12,179 | $1.10M | 0.01% | −62−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 12,084 | $1.09M | 0.01% | +1,689+16.2% | Added |
| Glenmede Trust Co NA | 11,983 | $1.08M | 0.01% | +63+0.5% | Added |
| Mizuho Securities USA LLC | 11,960 | $1.08M | 0.03% | −2,597−17.8% | Reduced |
| Benjamin Edwards Inc | 11,918 | $1.07M | 0.01% | +7,216+153.5% | Added |
| Legacy Financial Group LLC | 11,768 | $1.06M | 0.13% | +421+3.7% | Added |
| Gilbert & Cook, Inc. | 11,704 | $1.05M | 0.14% | −79−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 11,656 | $1.05M | 0.00% | −9,002−43.6% | Reduced |
| Redwood Investment Management, LLC | 11,590 | $1.04M | 0.13% | −803−6.5% | Reduced |
| Montag A & Associates Inc | 11,512 | $1.04M | 0.05% | −238−2.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 11,109 | $1.00M | 0.09% | +74+0.7% | Added |
| Ascent Group, LLC | 11,083 | $998.7K | 0.03% | +527+5.0% | Added |
| Kepler Cheuvreux (Suisse) SA | 11,050 | $995.7K | 0.07% | −14,628−57.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,047 | $995.0K | 0.01% | −1,946−15.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 11,009 | $992.0K | 0.00% | −193,491−94.6% | Reduced |
| Integrity Alliance, LLC. | 10,901 | $982.3K | 0.04% | +93+0.9% | Added |
| Park Avenue Securities LLC | 10,873 | $980.0K | 0.01% | +3,427+46.0% | Added |
| Maryland State Retirement & Pension System | 10,843 | $977.1K | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 10,762 | $969.8K | 0.01% | +2,244+26.3% | Added |
| Martin Capital Partners, LLC | 10,744 | $968.0K | 0.36% | −40.0% | Reduced |
| Greenwood Capital Associates LLC | 10,728 | $966.7K | 0.11% | −8,639−44.6% | Reduced |
| Oppenheimer & Co Inc | 10,721 | $966.1K | 0.01% | +105+1.0% | Added |
| Laird Norton Trust Company, LLC | 10,637 | $958.5K | 0.02% | +133+1.3% | Added |
| West Bancorporation Inc | 10,610 | $956.1K | 0.48% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 10,264 | $924.9K | 0.01% | +3,622+54.5% | Added |
| Park Edge Advisors, LLC | 10,236 | $922.4K | 0.21% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 10,200 | $919.1K | 0.85% | −8,500−45.5% | Reduced |
| Metis Global Partners, LLC | 10,157 | $915.2K | 0.02% | −1,228−10.8% | Reduced |
| Brevan Howard Capital Management LP | 10,104 | $910.5K | 0.01% | +6,333+167.9% | Added |
| Louisiana State Employees Retirement System | 10,100 | $910.1K | 0.02% | −100−1.0% | Reduced |
| Quadrant Capital Group LLC | 10,092 | $909.4K | 0.03% | −35−0.3% | Reduced |
| KC Investment Advisors, LLC | 9,970 | $898.4K | 0.21% | −1,883−15.9% | Reduced |
| Pacer Advisors, Inc. | 9,885 | $891.0K | 0.00% | −10,234−50.9% | Reduced |
| Brighton Jones LLC | 9,866 | $889.0K | 0.02% | +9,866 | New |
| Mount Lucas Management LP | 9,836 | $886.3K | 0.33% | +9,836 | New |
| Plato Investment Management Ltd | 9,747 | $878.8K | 0.06% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 9,603 | $865.3K | 0.50% | +26+0.3% | Added |
| Everence Capital Management Inc | 9,570 | $862.0K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 9,552 | $860.7K | 0.02% | +9,552 | New |
| FIL Ltd | 9,548 | $860.4K | 0.00% | +6,902+260.8% | Added |
| Evolve Private Wealth, LLC | 9,547 | $860.3K | 0.05% | −228−2.3% | Reduced |
| Bessemer Group Inc | 9,504 | $857.0K | 0.00% | +89+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 9,325 | $840.0K | 0.00% | +495+5.6% | Added |
| Generali Asset Management SPA SGR | 9,259 | $834.3K | 0.02% | −11,897−56.2% | Reduced |
| New Mexico Educational Retirement Board | 9,254 | $834.0K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 9,129 | $822.6K | 0.04% | +97+1.1% | Added |
| ING Groep NV | 9,046 | $815.1K | 0.00% | −243−2.6% | Reduced |
| Holderness Investments Co | 8,978 | $809.0K | 0.16% | −50−0.6% | Reduced |
| Allworth Financial LP | 8,944 | $806.0K | 0.00% | +693+8.4% | Added |
| South Dakota Investment Council | 8,914 | $803.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,836 | $796.2K | 0.00% | +1,292+17.1% | Added |
| Walleye Trading LLC | 8,806 | $793.5K | 0.02% | +8,806 | New |
| Buckingham Strategic Partners | 8,801 | $793.1K | 0.01% | −426−4.6% | Reduced |
| Chicago Partners Investment Group LLC | 8,084 | $787.7K | 0.02% | +884+12.3% | Added |
| Syon Capital LLC | 8,736 | $787.2K | 0.04% | +373+4.5% | Added |
| Hilltop Holdings Inc. | 8,707 | $784.5K | 0.07% | +1,657+23.5% | Added |
| GAMMA Investing LLC | 8,673 | $781.5K | 0.04% | +888+11.4% | Added |
| Woodline Partners LP | 8,569 | $772.2K | 0.00% | +4,494+110.3% | Added |
| Fulton Bank, N.A. | 8,531 | $768.7K | 0.03% | +8,531 | New |
| Jane Street Group, LLC | 8,463 | $762.6K | 0.00% | −162,298−95.0% | Reduced |
| Curat Global, LLC | 8,424 | $759.1K | 0.75% | +2,042+32.0% | Added |
| Pinnacle Associates Ltd | 8,420 | $758.7K | 0.01% | −20.0% | Reduced |
| Horizon Investments, LLC | 8,391 | $756.1K | 0.01% | +3,524+72.4% | Added |
| Worldquant Millennium Advisors LLC | 8,387 | $755.8K | 0.00% | +740+9.7% | Added |
| Intech Investment Management LLC | 8,209 | $739.7K | 0.01% | −3,232−28.2% | Reduced |
| RMB Capital Management, LLC | 8,183 | $737.4K | 0.01% | +68+0.8% | Added |
| Atlas Capital Advisors LLC | 8,181 | $737.2K | 0.08% | +6,531+395.8% | Added |
| Equitable Holdings, Inc. | 8,335 | $735.5K | 0.00% | +191+2.3% | Added |
| IFP Advisors, Inc | 8,138 | $733.3K | 0.02% | +134+1.7% | Added |
| Saudi Central Bank | 8,109 | $730.7K | 0.02% | +8,109 | New |
| Vestmark Advisory Solutions, Inc. | 8,103 | $730.2K | 0.01% | +8,103 | New |
| Cornerstone Wealth Management, LLC | 7,969 | $718.1K | 0.04% | +1,003+14.4% | Added |
| HB Wealth Management, LLC | 7,947 | $716.2K | 0.00% | +494+6.6% | Added |
| City State Bank | 7,938 | $715.3K | 0.19% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,825 | $705.1K | 0.03% | −22−0.3% | Reduced |
| Wolff Financial Management LLC | 7,815 | $704.2K | 0.16% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,815 | $704.2K | 0.00% | +815+11.6% | Added |