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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 2,582 | $232.7K | 0.00% | +152+6.3% | Added |
| Sageworth Trust Co | 2,577 | $232.2K | 0.01% | −106−4.0% | Reduced |
| Pensionmark Financial Group, LLC | 2,540 | $228.9K | 0.00% | +2,540 | New |
| Caerus Investment Advisors, LLC | 2,539 | $228.8K | 0.10% | −681−21.1% | Reduced |
| Sageworth Trust Co of South Dakota | 2,528 | $227.8K | 0.18% | −1,003−28.4% | Reduced |
| Whittier Trust Co | 2,500 | $227.8K | 0.00% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,516 | $226.7K | 0.07% | −5,944−70.3% | Reduced |
| Nilsine Partners, LLC | 2,270 | $226.4K | 0.02% | +2,270 | New |
| Edgestream Partners, L.P. | 2,501 | $225.4K | 0.01% | +2,501 | New |
| S&CO Inc | 2,500 | $225.0K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 2,490 | $224.4K | 0.16% | 00.0% | Unchanged |
| First Nebraska Trust Co | 2,479 | $223.4K | 0.02% | −50−2.0% | Reduced |
| Renaissance Group LLC | 2,422 | $218.2K | 0.01% | −686−22.1% | Reduced |
| Van Eck Associates Corp | 2,423 | $218.0K | 0.00% | +112+4.8% | Added |
| Resurgent Financial Advisors LLC | 2,414 | $217.5K | 0.08% | +12+0.5% | Added |
| Smith, Moore & Co. | 2,412 | $217.3K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,402 | $216.4K | 0.00% | +2,402 | New |
| Cora Capital Advisors LLC | 2,401 | $216.4K | 0.07% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,400 | $216.3K | 0.00% | +2,400 | New |
| Simplicity Wealth,LLC | 2,376 | $214.1K | 0.01% | +2,376 | New |
| Transcend Wealth Collective, LLC | 2,370 | $213.6K | 0.02% | +2,370 | New |
| Kavar Capital Partners Group, LLC | 2,360 | $212.7K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,359 | $212.6K | 0.01% | +2,359 | New |
| NorthCrest Asset Manangement, LLC | 2,353 | $212.0K | 0.01% | −1,188−33.5% | Reduced |
| Paragon Capital Management Ltd | 2,352 | $212.0K | 0.04% | −107−4.4% | Reduced |
| Trust Asset Management LLC | 2,352 | $211.9K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,351 | $211.9K | 0.01% | −859−26.8% | Reduced |
| Miracle Mile Advisors, LLC | 2,342 | $211.0K | 0.00% | +2,342 | New |
| Acropolis Investment Management, LLC | 2,336 | $210.5K | 0.01% | −42−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,333 | $210.2K | 0.01% | −3,120−57.2% | Reduced |
| Change Path, LLC | 2,329 | $209.9K | 0.00% | +2,329 | New |
| Wealthspire Advisors, LLC | 2,329 | $209.9K | 0.00% | −2,130−47.8% | Reduced |
| Auxier Asset Management | 2,322 | $209.2K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,305 | $207.7K | 0.01% | +10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,299 | $207.2K | 0.02% | +21+0.9% | Added |
| Plancorp, LLC | 2,242 | $205.8K | 0.01% | +2,242 | New |
| First Bank & Trust | 2,282 | $205.6K | 0.03% | +2,282 | New |
| Brown Advisory Inc | 2,272 | $204.7K | 0.00% | −943−29.3% | Reduced |
| SageView Advisory Group, LLC | 2,265 | $204.1K | 0.01% | −187−7.6% | Reduced |
| TCG Advisory Services, LLC | 2,259 | $203.6K | 0.00% | +2,259 | New |
| Sentinus, LLC | 2,254 | $203.1K | 0.02% | +2,254 | New |
| Evoke Wealth, LLC | 2,221 | $200.2K | 0.00% | −102−4.4% | Reduced |
| Clarity Asset Management, Inc. | 2,133 | $192.2K | 0.10% | +14+0.7% | Added |
| Employees Retirement System of Texas | 2,126 | $192.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,039 | $183.7K | 0.01% | −74−3.5% | Reduced |
| Mather Group, LLC. | 1,965 | $177.1K | 0.00% | +1,965 | New |
| Capital Analysts, LLC | 1,907 | $172.0K | 0.00% | −47−2.4% | Reduced |
| MV Capital Management, Inc. | 1,900 | $171.2K | 0.02% | +1,048+123.0% | Added |
| Parallel Advisors, LLC | 1,892 | $170.5K | 0.00% | +206+12.2% | Added |
| Private Trust Co NA | 1,876 | $169.0K | 0.02% | +555+42.0% | Added |
| Hills Bank & Trust Co | 1,854 | $167.1K | 0.01% | +253+15.8% | Added |
| West Financial Advisors, LLC | 1,806 | $162.7K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,747 | $157.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,732 | $156.1K | 0.03% | +1,732 | New |
| Fideuram Asset Management (Ireland) dac | 1,617 | $155.1K | 0.02% | +948+141.7% | Added |
| Central Trust Co | 1,714 | $154.4K | 0.00% | −23−1.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,704 | $153.5K | 0.01% | +50+3.0% | Added |
| Manchester Capital Management LLC | 1,680 | $151.4K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,659 | $149.5K | 0.02% | +1,256+311.7% | Added |
| LGT Financial Advisors LLC | 1,547 | $139.4K | 0.71% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,462 | $131.7K | 0.13% | +1,462 | New |
| Nemes Rush Group LLC | 1,440 | $129.8K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,432 | $129.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,415 | $127.5K | 0.01% | −186−11.6% | Reduced |
| Raiffeisen Bank International AG | 1,410 | $124.4K | 0.00% | −160−10.2% | Reduced |
| Versant Capital Management, Inc | 1,331 | $119.9K | 0.01% | +158+13.5% | Added |
| Larson Financial Group LLC | 1,330 | $119.9K | 0.00% | +229+20.8% | Added |
| Essential Partners LLC | 1,321 | $119.0K | 0.04% | −999−43.1% | Reduced |
| Key Capital Management, INC | 1,300 | $117.1K | 0.08% | +323+33.1% | Added |
| JFS Wealth Advisors, LLC | 1,284 | $115.7K | 0.01% | +6+0.5% | Added |
| CVA Family Office, LLC | 1,269 | $114.3K | 0.01% | +141+12.5% | Added |
| Capital Advisors, Ltd. LLC | 1,202 | $108.0K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,059 | $106.1K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,169 | $105.3K | 0.05% | +11+0.9% | Added |
| Root Financial Partners, LLC | 1,112 | $100.2K | 0.00% | +161+16.9% | Added |
| GHP Investment Advisors, Inc. | 1,099 | $99.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,097 | $98.9K | 0.01% | +1,097 | New |
| Richardson Financial Services Inc. | 1,080 | $97.3K | 0.06% | −30−2.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,079 | $97.2K | 0.03% | +502+87.0% | Added |
| Atlantic Union Bankshares Corp | 1,073 | $96.7K | 0.00% | +7+0.7% | Added |
| Geneos Wealth Management Inc. | 1,042 | $93.9K | 0.00% | +92+9.7% | Added |
| Los Angeles Capital Management LLC | 1,037 | $93.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,018 | $91.8K | 0.00% | +255+33.4% | Added |
| Pingora Partners LLC | 1,000 | $90.1K | 0.05% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 972 | $87.6K | 0.00% | +972 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $87.2K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 960 | $86.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $85.7K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 930 | $83.8K | 0.00% | +452+94.6% | Added |
| Ronald Blue Trust, Inc. | 921 | $83.0K | 0.00% | +119+14.8% | Added |
| Andra AP-fonden | 900 | $81.1K | 0.00% | +900 | New |
| First Command Advisory Services, Inc. | 893 | $80.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 844 | $76.0K | 0.01% | −27−3.1% | Reduced |
| Trask Adam Roland | 750 | $67.6K | 0.06% | +750 | New |
| Park National Corp | 741 | $66.8K | 0.00% | −2,039−73.3% | Reduced |
| Rossby Financial, LCC | 707 | $63.7K | 0.01% | +544+333.7% | Added |
| Whipplewood Advisors, LLC | 700 | $63.1K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 683 | $61.5K | 0.00% | −122−15.2% | Reduced |
| Golden State Equity Partners | 673 | $60.6K | 0.00% | +673 | New |
| Tompkins Financial Corp | 650 | $58.6K | 0.00% | 00.0% | Unchanged |