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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 4,098 | $369.3K | 0.00% | +1,152+39.1% | Added |
| Ritholtz Wealth Management | 4,092 | $368.8K | 0.01% | +1,470+56.1% | Added |
| Strategic Investment Advisors | 4,069 | $366.6K | 0.03% | +4,069 | New |
| Reuter James Wealth Management, LLC | 4,068 | $366.6K | 0.05% | +4,068 | New |
| Blackhawk Capital Partners LLC. | 4,058 | $365.7K | 0.13% | +33+0.8% | Added |
| Machina Capital S.A.S. | 4,027 | $362.9K | 0.07% | +4,027 | New |
| JMN Financial LLC | 4,023 | $362.5K | 0.36% | +63+1.6% | Added |
| ETF Portfolio Partners, Inc. | 4,015 | $361.8K | 0.10% | +4,015 | New |
| Brown Brothers Harriman & Co | 4,014 | $361.7K | 0.00% | +2,217+123.4% | Added |
| City National Bank of Florida | 4,007 | $361.1K | 0.22% | +4,007 | New |
| Aptus Capital Advisors, LLC | 4,003 | $360.7K | 0.00% | −190−4.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $360.0K | 0.12% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,956 | $356.5K | 0.00% | +110+2.9% | Added |
| Glaxis Capital Management, LLC | 3,941 | $355.1K | 0.44% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,896 | $351.1K | 0.04% | +321+9.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $349.8K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,451 | $346.8K | 0.01% | +767+28.6% | Added |
| SRS Capital Advisors, Inc. | 3,830 | $345.5K | 0.01% | −2,496−39.5% | Reduced |
| Daymark Wealth Partners, LLC | 3,826 | $344.7K | 0.01% | +242+6.8% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $344.3K | 0.23% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 3,780 | $340.6K | 0.01% | +3,780 | New |
| Harbor Capital Advisors, Inc. | 3,770 | $340.0K | 0.03% | −804−17.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,769 | $339.6K | 0.22% | −874−18.8% | Reduced |
| Beacon Pointe Advisors, LLC | 3,756 | $338.5K | 0.00% | +1,363+57.0% | Added |
| Essex Financial Services, Inc. | 3,755 | $338.4K | 0.02% | +508+15.6% | Added |
| Huntington National Bank | 3,717 | $334.9K | 0.00% | −1,513−28.9% | Reduced |
| Paradigm Financial Partners, LLC | 3,716 | $334.8K | 0.06% | −465−11.1% | Reduced |
| BKD Wealth Advisors, LLC | 3,715 | $334.8K | 0.01% | +3,715 | New |
| TCW Group Inc | 3,701 | $333.5K | 0.00% | +178+5.1% | Added |
| Brinker Capital Investments, LLC | 3,698 | $333.2K | 0.00% | +163+4.6% | Added |
| Alteri Wealth LLC | 3,660 | $329.8K | 0.11% | −55−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 3,631 | $327.2K | 0.02% | +360+11.0% | Added |
| International Private Wealth Advisors LLC | 3,624 | $326.5K | 0.20% | +734+25.4% | Added |
| Hantz Financial Services, Inc. | 3,614 | $326.0K | 0.00% | +2,409+199.9% | Added |
| Meeder Advisory Services, Inc. | 3,536 | $318.6K | 0.01% | −55−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 3,525 | $317.5K | 0.01% | +3,525 | New |
| Waddell & Associates, LLC | 3,455 | $311.3K | 0.02% | −248−6.7% | Reduced |
| First Citizens Financial Corp | 3,404 | $306.7K | 0.14% | −250−6.8% | Reduced |
| Gladstone Institutional Advisory LLC | 3,382 | $304.8K | 0.01% | +691+25.7% | Added |
| Provident Living Financial Services, Inc. | 3,375 | $304.1K | 0.34% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 3,349 | $301.8K | 0.04% | +346+11.5% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $300.2K | 0.10% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,286 | $296.1K | 0.03% | +562+20.6% | Added |
| GTS Securities LLC | 3,271 | $294.8K | 0.01% | +560+20.7% | Added |
| Blair William & Co | 3,248 | $292.6K | 0.00% | +658+25.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,243 | $292.2K | 0.01% | +3,243 | New |
| Sound View Wealth Advisors Group, LLC | 3,235 | $291.5K | 0.02% | −635−16.4% | Reduced |
| Evergreen Capital Management LLC | 3,227 | $290.8K | 0.01% | +3,227 | New |
| Ashton Thomas Private Wealth, LLC | 3,219 | $290.1K | 0.01% | −999−23.7% | Reduced |
| Ameritas Advisory Services, LLC | 3,210 | $289.2K | 0.01% | −94−2.8% | Reduced |
| Foundations Investment Advisors, LLC | 3,208 | $289.1K | 0.00% | +653+25.6% | Added |
| Chesley Taft & Associates LLC | 3,206 | $288.9K | 0.01% | +3+0.1% | Added |
| Nicolet Bankshares Inc | 3,183 | $286.8K | 0.01% | +338+11.9% | Added |
| Mutual Advisors, LLC | 3,178 | $286.4K | 0.01% | +270+9.3% | Added |
| Csenge Advisory Group | 3,167 | $285.4K | 0.01% | −165−5.0% | Reduced |
| Sivia Capital Partners, LLC | 3,162 | $284.9K | 0.06% | −3,837−54.8% | Reduced |
| Midwest Heritage Bank, FSB | 3,155 | $284.3K | 0.09% | +3,155 | New |
| Oslo Pensjonsforsikring AS | 3,152 | $284.0K | 0.04% | +3,152 | New |
| Valeo Financial Advisors, LLC | 3,143 | $283.2K | 0.01% | +179+6.0% | Added |
| EverSource Wealth Advisors, LLC | 3,130 | $282.0K | 0.01% | +406+14.9% | Added |
| Adams Wealth Management | 3,128 | $281.9K | 0.06% | −10.0% | Reduced |
| CacheTech Inc. | 3,128 | $281.9K | 0.05% | −10.0% | Reduced |
| Argent Trust Co | 3,106 | $279.9K | 0.01% | −321−9.4% | Reduced |
| Kane Co Wealth Management, Inc. | 3,118 | $279.0K | 0.24% | −366−10.5% | Reduced |
| Atomi Financial Group, Inc. | 3,075 | $277.1K | 0.01% | +267+9.5% | Added |
| Wedbush Securities Inc | 3,046 | $274.0K | 0.01% | +3,046 | New |
| Regal Investment Advisors LLC | 3,036 | $273.6K | 0.02% | −178−5.5% | Reduced |
| Rockland Trust Co | 3,027 | $272.8K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,024 | $272.5K | 0.01% | +400+15.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,014 | $271.6K | 0.02% | +3,014 | New |
| Shepherd Financial Partners LLC | 3,012 | $271.4K | 0.03% | +3+0.1% | Added |
| Security National Bank of So Dak | 3,000 | $270.3K | 0.13% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $270.3K | 0.08% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 2,953 | $266.1K | 0.00% | −378−11.3% | Reduced |
| Busey Wealth Management | 2,951 | $265.9K | 0.01% | +47+1.6% | Added |
| Kera Capital Partners, Inc. | 2,904 | $261.7K | 0.03% | +489+20.2% | Added |
| Symphony Financial, Ltd. Co. | 2,894 | $259.3K | 0.03% | −128−4.2% | Reduced |
| Accredited Investors Inc. | 2,866 | $258.3K | 0.01% | +2,866 | New |
| Xxi Wealth, LLC | 2,847 | $256.5K | 0.15% | +2,847 | New |
| OFS Enterprise LLC | 2,827 | $254.7K | 0.07% | +2,827 | New |
| Farmers & Merchants Investments Inc | 2,825 | $254.6K | 0.01% | +90+3.3% | Added |
| Apeiron RIA LLC | 2,782 | $250.7K | 0.06% | +2,782 | New |
| VisionPoint Advisory Group, LLC | 2,771 | $249.7K | 0.05% | +6+0.2% | Added |
| HighPoint Advisor Group LLC | 2,763 | $249.0K | 0.01% | −8,337−75.1% | Reduced |
| CX Institutional | 2,756 | $248.0K | 0.01% | −267−8.8% | Reduced |
| Cidel Asset Management Inc | 2,748 | $247.6K | 0.01% | +441+19.1% | Added |
| Ballentine Partners, LLC | 2,746 | $247.5K | 0.00% | +5+0.2% | Added |
| 180 Wealth Advisors, LLC | 2,733 | $246.2K | 0.03% | −91−3.2% | Reduced |
| Winnow Wealth LLC | 2,729 | $245.9K | 0.19% | +28+1.0% | Added |
| Patton Fund Management, Inc. | 2,706 | $243.8K | 0.04% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 2,675 | $241.0K | 0.10% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 2,674 | $240.9K | 0.07% | +24+0.9% | Added |
| Snowden Capital Advisors LLC | 2,667 | $240.4K | 0.01% | +2,667 | New |
| Westmount Partners, LLC | 2,648 | $238.6K | 0.06% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 2,646 | $238.4K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2,636 | $238.3K | 0.08% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,629 | $236.9K | 0.03% | −601−18.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,609 | $235.1K | 0.02% | +133+5.4% | Added |
| Wedmont Private Capital | 2,492 | $234.7K | 0.01% | −114−4.4% | Reduced |
| TSFG, LLC | 2,593 | $234.0K | 0.04% | +23+0.9% | Added |