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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 642 | $57.9K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 618 | $55.7K | 0.01% | −4−0.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 607 | $54.7K | 0.00% | +607 | New |
| First Horizon Corp | 593 | $53.4K | 0.00% | +10+1.7% | Added |
| Hazlett, Burt & Watson, Inc. | 583 | $53.0K | 0.02% | −65−10.0% | Reduced |
| Financial Consulate, Inc | 575 | $51.8K | 0.01% | +24+4.4% | Added |
| Legacy Bridge, LLC | 570 | $51.4K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 561 | $50.6K | 0.01% | +535+2,057.7% | Added |
| Winch Advisory Services, LLC | 561 | $50.5K | 0.01% | +4+0.7% | Added |
| N.E.W. Advisory Services LLC | 560 | $50.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 558 | $50.3K | 0.03% | +30+5.7% | Added |
| Onefund, LLC | 549 | $49.5K | 0.03% | −68−11.0% | Reduced |
| Parkside Financial Bank & Trust | 547 | $49.3K | 0.00% | +36+7.0% | Added |
| Stilwell Value LLC | 547 | $49.3K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 546 | $49.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 536 | $48.3K | 0.01% | +63+13.3% | Added |
| Motco | 535 | $48.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 525 | $47.3K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 517 | $46.6K | 0.03% | −376−42.1% | Reduced |
| True Wealth Design, LLC | 515 | $46.4K | 0.01% | +4+0.8% | Added |
| Westpac Banking Corp | 511 | $46.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $45.1K | 0.02% | +500 | New |
| UMA Financial Services, Inc. | 484 | $43.6K | 0.01% | −106−18.0% | Reduced |
| Clean Yield Group | 484 | $43.6K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 488 | $43.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 473 | $42.6K | 0.02% | +188+66.0% | Added |
| Ossiam | 465 | $41.9K | 0.00% | −54,832−99.2% | Reduced |
| Massmutual Trust Co FSB | 461 | $41.5K | 0.00% | −71−13.3% | Reduced |
| Fortis Group Advisors, LLC | 458 | $41.3K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $40.5K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 433 | $39.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 430 | $38.7K | 0.01% | +6+1.4% | Added |
| International Assets Investment Management, LLC | 430 | $38.7K | 0.00% | +165+62.3% | Added |
| Capital & Planning, LLC | 424 | $38.2K | 0.02% | +424 | New |
| Brown, Lisle/Cummings, Inc. | 423 | $38.1K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 422 | $38.1K | 0.01% | +154+57.5% | Added |
| BankPlus Trust Department | 422 | $38.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 414 | $37.3K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 408 | $36.8K | 0.02% | +408 | New |
| NBC Securities, Inc. | 405 | $36.5K | 0.00% | +215+113.2% | Added |
| Miller Wealth Advisors, LLC | 396 | $35.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 395 | $35.6K | 0.00% | −864−68.6% | Reduced |
| MCF Advisors LLC | 394 | $35.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 385 | $34.7K | 0.01% | +385 | New |
| Curio Wealth, LLC | 384 | $34.6K | 0.01% | +5+1.3% | Added |
| Comprehensive Financial Planning, Inc. | 381 | $34.3K | 0.02% | +381 | New |
| FWL Investment Management, LLC | 380 | $34.2K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 367 | $33.0K | 0.00% | +4+1.1% | Added |
| Toth Financial Advisory Corp | 365 | $32.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 351 | $32.0K | 0.02% | −10−2.8% | Reduced |
| Signature Equity Partners, LLC | 350 | $31.5K | 0.02% | +344+5,733.3% | Added |
| Basecamp Wealth Advisors LLC | 349 | $31.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 349 | $31.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 348 | $31.4K | 0.00% | +5+1.5% | Added |
| Quest 10 Wealth Builders, Inc. | 342 | $30.8K | 0.03% | −4−1.2% | Reduced |
| Ancora Advisors, LLC | 334 | $30.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 325 | $29.3K | 0.00% | +1+0.3% | Added |
| Bogart Wealth, LLC | 314 | $28.3K | 0.00% | −1−0.3% | Reduced |
| MBM Wealth Consultants, LLC | 307 | $27.7K | 0.01% | +307 | New |
| First Pacific Financial | 303 | $27.3K | 0.00% | +3+1.0% | Added |
| Colonial Trust Co | 303 | $27.3K | 0.00% | +8+2.7% | Added |
| Old Second National Bank of Aurora | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 300 | $27.0K | 0.00% | +300 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 295 | $26.6K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 293 | $26.4K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 285 | $25.7K | 0.01% | −139−32.8% | Reduced |
| YANKCOM Partnership | 282 | $25.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 277 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 272 | $24.5K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $23.8K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 261 | $23.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 245 | $22.1K | 0.00% | −160−39.5% | Reduced |
| McIlrath & Eck, LLC | 243 | $21.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 241 | $21.7K | 0.00% | −4−1.6% | Reduced |
| St Germain D J Co Inc | 239 | $21.5K | 0.00% | −159−39.9% | Reduced |
| Financial Perspectives, Inc | 238 | $21.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 236 | $21.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 235 | $21.2K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 234 | $21.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 235 | $21.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 236 | $21.0K | 0.00% | +7+3.1% | Added |
| Triumph Capital Management | 230 | $20.7K | 0.00% | +203+751.9% | Added |
| Country Trust Bank | 221 | $19.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $19.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 215 | $19.4K | 0.00% | +4+1.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 213 | $19.2K | 0.00% | +159+294.4% | Added |
| Frazier Financial Advisors, LLC | 212 | $19.1K | 0.01% | +4+1.9% | Added |
| Rocky Mountain Advisers, LLC | 211 | $19.0K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 206 | $18.6K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 206 | $18.6K | 0.01% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 202 | $18.2K | 0.01% | +202 | New |
| New England Capital Financial Advisors LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 200 | $18.0K | 0.01% | +200 | New |
| Union Savings Bank | 195 | $17.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 190 | $17.1K | 0.01% | +20+11.8% | Added |
| Strategic Investment Solutions, Inc. | 189 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $17.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 188 | $16.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 188 | $16.9K | 0.00% | +188 | New |