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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 7,803 | $703.1K | 0.24% | +7,803 | New |
| Exchange Traded Concepts, LLC | 7,777 | $700.8K | 0.01% | +3,476+80.8% | Added |
| Seeds Investor LLC | 7,361 | $693.0K | 0.09% | +3,310+81.7% | Added |
| Kestra Private Wealth Services, LLC | 7,685 | $692.5K | 0.01% | −6,617−46.3% | Reduced |
| Elevated Capital Advisors, LLC | 7,659 | $690.2K | 0.17% | −1,441−15.8% | Reduced |
| Vivid Wealth Management, LLC | 7,625 | $687.0K | 0.28% | +20.0% | Added |
| Sunbelt Securities, Inc. | 7,442 | $670.6K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,413 | $668.0K | 0.02% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 7,392 | $666.1K | 0.15% | −6−0.1% | Reduced |
| National Wealth Management Group, LLC | 7,343 | $661.7K | 0.25% | −3,975−35.1% | Reduced |
| Sterling Capital Management LLC | 7,334 | $660.9K | 0.01% | −5,568−43.2% | Reduced |
| Centennial Wealth Advisory LLC | 7,252 | $653.5K | 0.16% | +1,192+19.7% | Added |
| Mokosak Advisory Group, LLC | 7,001 | $631.0K | 0.16% | −208−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 6,999 | $630.7K | 0.01% | +2,949+72.8% | Added |
| Carret Asset Management, LLC | 6,948 | $626.1K | 0.06% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 6,921 | $623.7K | 0.03% | +111+1.6% | Added |
| Keybank National Association | 6,906 | $622.3K | 0.00% | +2,840+69.8% | Added |
| J.W. Cole Advisors, Inc. | 6,883 | $620.2K | 0.02% | +218+3.3% | Added |
| Frec Markets, Inc. | 6,866 | $618.7K | 0.11% | +6,866 | New |
| Vestcor Inc | 6,839 | $616.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,781 | $611.1K | 0.01% | +4,494+196.5% | Added |
| CenterStar Asset Management, LLC | 6,776 | $610.5K | 0.59% | +6,776 | New |
| Regions Financial Corp | 6,724 | $605.9K | 0.00% | −41−0.6% | Reduced |
| Umb Bank N A | 6,713 | $604.9K | 0.01% | +23+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 6,666 | $600.7K | 0.00% | −530−7.4% | Reduced |
| Lido Advisors, LLC | 6,664 | $600.7K | 0.00% | +863+14.9% | Added |
| Greenleaf Trust | 6,650 | $599.2K | 0.01% | +367+5.8% | Added |
| M&T Bank Corp | 6,605 | $595.7K | 0.00% | +360+5.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,591 | $593.9K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,590 | $593.9K | 0.03% | −572−8.0% | Reduced |
| OmniStar Financial Group, Inc. | 6,501 | $585.4K | 0.30% | +6,501 | New |
| Callan Family Office, LLC | 6,480 | $583.9K | 0.01% | −314−4.6% | Reduced |
| Coldstream Capital Management Inc | 6,452 | $581.4K | 0.01% | +328+5.4% | 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 |
| Arkadios Wealth Advisors | 6,384 | $575.3K | 0.01% | +1,176+22.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,330 | $570.4K | 0.01% | −58−0.9% | Reduced |
| Hilltop National Bank | 6,299 | $567.6K | 0.13% | 00.0% | Unchanged |
| North Dakota State Investment Board | 6,290 | $566.8K | 0.02% | −1,344−17.6% | Reduced |
| Venture Visionary Partners LLC | 6,287 | $566.6K | 0.02% | +20.0% | Added |
| Romano Brothers and Company | 6,185 | $557.3K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,182 | $557.1K | 0.00% | −151−2.4% | Reduced |
| Smartleaf Asset Management LLC | 6,246 | $551.1K | 0.02% | +2,862+84.6% | Added |
| Vontobel Holding Ltd. | 6,102 | $549.9K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,959 | $536.9K | 0.01% | +233+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 5,943 | $535.5K | 0.01% | +24+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,884 | $530.2K | 0.00% | +5,884 | New |
| Polymer Capital Management (US) LLC | 5,878 | $529.7K | 0.08% | +5,878 | New |
| Burns Matteson Capital Management, LLC | 5,871 | $529.0K | 0.21% | +5,871 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,844 | $526.6K | 0.04% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 5,764 | $519.4K | 0.31% | −718−11.1% | Reduced |
| Concurrent Investment Advisors, LLC | 5,753 | $518.4K | 0.01% | +826+16.8% | Added |
| Tobam | 5,692 | $513.0K | 0.13% | +5,692 | New |
| Apella Capital, LLC | 5,301 | $509.8K | 0.01% | −533−9.1% | Reduced |
| Palisade Asset Management, LLC | 5,637 | $508.0K | 0.05% | +21+0.4% | Added |
| Wealth Alliance | 5,541 | $499.3K | 0.05% | +5,541 | New |
| AIA Group Ltd | 5,517 | $497.1K | 0.01% | −1,138−17.1% | Reduced |
| Iowa State Bank | 5,507 | $496.2K | 0.09% | −223−3.9% | Reduced |
| Focus Financial Network, Inc. | 5,503 | $495.9K | 0.02% | +302+5.8% | Added |
| MUFG Securities Americas Inc. | 5,474 | $493.3K | 0.03% | +88+1.6% | Added |
| Securian Asset Management, Inc | 5,336 | $480.8K | 0.02% | −100−1.8% | Reduced |
| Tema ETFs LLC | 5,281 | $475.9K | 0.03% | +21+0.4% | Added |
| CWA Asset Management Group, LLC | 5,259 | $473.9K | 0.02% | −417−7.3% | Reduced |
| STRS Ohio | 5,205 | $469.0K | 0.00% | −8−0.2% | Reduced |
| Waldron Private Wealth LLC | 5,204 | $468.9K | 0.02% | +548+11.8% | Added |
| Benin Management CORP | 5,200 | $468.6K | 0.11% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,186 | $467.3K | 0.01% | +204+4.1% | Added |
| Nomura Holdings Inc | 5,180 | $466.8K | 0.00% | −492−8.7% | Reduced |
| Aprio Wealth Management, LLC | 5,135 | $462.7K | 0.03% | +417+8.8% | Added |
| Krilogy Financial LLC | 4,920 | $462.4K | 0.01% | −128−2.5% | Reduced |
| QRG Capital Management, Inc. | 5,115 | $460.9K | 0.00% | +662+14.9% | Added |
| IHT Wealth Management, LLC | 5,099 | $459.5K | 0.01% | −151−2.9% | Reduced |
| Hancock Whitney Corp | 4,530 | $457.1K | 0.01% | −134−2.9% | Reduced |
| Sagespring Wealth Partners, LLC | 5,070 | $456.9K | 0.01% | +763+17.7% | Added |
| Canada Post Corp Registered Pension Plan | 5,046 | $454.7K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,005 | $451.1K | 0.01% | +672+15.5% | Added |
| Prudential PLC | 4,995 | $450.1K | 0.00% | +4,995 | New |
| Lighthouse Investment Partners, LLC | 4,918 | $443.1K | 0.02% | +4,918 | New |
| Legato Capital Management LLC | 4,909 | $442.4K | 0.04% | −3,260−39.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,842 | $436.3K | 0.00% | +135+2.9% | Added |
| Twin Capital Management Inc | 4,774 | $430.2K | 0.06% | −120−2.5% | Reduced |
| LVW Advisors, LLC | 4,770 | $429.8K | 0.04% | +932+24.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,718 | $425.1K | 0.02% | −2,020−30.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,218 | $419.5K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 4,556 | $410.5K | 0.29% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,542 | $409.3K | 0.02% | +105+2.4% | Added |
| AlphaStar Capital Management, LLC | 4,540 | $409.1K | 0.03% | +62+1.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,533 | $408.5K | 0.01% | +88+2.0% | Added |
| Premier Path Wealth Partners, LLC | 4,454 | $401.4K | 0.05% | −235−5.0% | Reduced |
| Beacon Financial Group | 4,451 | $401.0K | 0.04% | +120+2.8% | Added |
| Vise Technologies, Inc. | 4,541 | $400.6K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 4,425 | $398.7K | 0.07% | +173+4.1% | Added |
| Aaron Wealth Advisors | 4,423 | $398.6K | 0.02% | +768+21.0% | Added |
| Perpetual Ltd | 4,337 | $390.8K | 0.01% | +445+11.4% | Added |
| Perigon Wealth Management, LLC | 4,264 | $384.2K | 0.01% | −180−4.1% | Reduced |
| Advisory Services Network, LLC | 4,263 | $384.2K | 0.01% | +1,594+59.7% | Added |
| Argentarii, LLC | 4,249 | $382.8K | 0.13% | −539−11.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,240 | $382.1K | 0.07% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 4,223 | $380.5K | 0.10% | +4,223 | New |
| Optima Capital LLC | 4,173 | $376.1K | 0.17% | +205+5.2% | Added |