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 |
|---|---|---|---|---|---|
| Gill Capital Partners, LLC | 187 | $16.9K | 0.00% | +187 | New |
| Twin Peaks Wealth Advisors, LLC | 186 | $16.8K | 0.00% | +186 | New |
| Caldwell Sutter Capital, Inc. | 180 | $16.2K | 0.01% | +180 | New |
| Cornerstone Planning Group LLC | 161 | $16.1K | 0.00% | +46+40.0% | Added |
| SBI Securities Co., Ltd. | 179 | $16.1K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 176 | $15.9K | 0.01% | +2+1.1% | Added |
| Investors Research Corp | 173 | $15.6K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 173 | $15.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 172 | $15.5K | 0.00% | −89−34.1% | Reduced |
| HHM Wealth Advisors, LLC | 169 | $15.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 165 | $14.9K | 0.00% | +165 | New |
| Ameriflex Group, Inc. | 164 | $14.8K | 0.01% | −177−51.9% | Reduced |
| Ares Financial Consulting, LLC | 161 | $14.5K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 158 | $14.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 155 | $14.1K | 0.00% | +55+55.0% | Added |
| CoreFirst Bank & Trust | 150 | $13.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $13.5K | 0.00% | +75+100.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 149 | $13.4K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 147 | $13.2K | 0.01% | +15+11.4% | Added |
| Community Bank, N.A. | 147 | $13.2K | 0.00% | +147 | New |
| Private Wealth Management Group, LLC | 146 | $13.2K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 138 | $12.6K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 139 | $12.5K | 0.00% | +2+1.5% | Added |
| PFS Partners, LLC | 125 | $11.3K | 0.01% | +1+0.8% | Added |
| Kerr Financial Planning Corp | 111 | $11.1K | 0.01% | +2+1.8% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 123 | $11.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 122 | $11.0K | 0.01% | +7+6.1% | Added |
| Cullen/Frost Bankers, Inc. | 118 | $10.6K | 0.00% | −203−63.2% | Reduced |
| REAP Financial Group, LLC | 117 | $10.6K | 0.00% | +1+0.9% | Added |
| Asset Dedication, LLC | 113 | $10.2K | 0.00% | −48−29.8% | Reduced |
| LRI Investments, LLC | 112 | $10.1K | 0.00% | +86+330.8% | Added |
| Golden State Wealth Management, LLC | 111 | $10.0K | 0.00% | −485−81.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 110 | $9.91K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 105 | $9.46K | 0.00% | +105 | New |
| DAGCO, Inc. | 104 | $9.37K | 0.00% | +104 | New |
| Boyd Watterson Asset Management LLC | 103 | $9.28K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $9.01K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 100 | $9.01K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $9.01K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $9.01K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $9.01K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 100 | $9.01K | 0.01% | +100 | New |
| Torren Management, LLC | 98 | $8.79K | 0.00% | −1,543−94.0% | Reduced |
| Southern Michigan Bank & Trust | 95 | $8.56K | 0.00% | +95 | New |
| Vanguard National Trust Co | 90 | $8.11K | 0.00% | +90 | New |
| Kemnay Advisory Services Inc. | 87 | $7.84K | 0.00% | −139−61.5% | Reduced |
| Richard W. Paul & Associates, LLC | 86 | $7.75K | 0.00% | +86 | New |
| Vision Financial Markets LLC | 76 | $6.82K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 74 | $6.67K | 0.00% | −42−36.2% | Reduced |
| Meeder Asset Management Inc | 68 | $6.13K | 0.00% | −56−45.2% | Reduced |
| Strive Financial Group ,LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 64 | $5.77K | 0.00% | +64 | New |
| Ritter Daniher Financial Advisory LLC | 57 | $5.14K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 56 | $5.05K | 0.01% | +56 | New |
| Westfuller Advisors, LLC | 56 | $5.03K | 0.00% | −2−3.4% | Reduced |
| Cornerstone Financial Management LLC | 54 | $4.87K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 54 | $4.87K | 0.00% | +28+107.7% | Added |
| Davis Capital Management | 52 | $4.69K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 49 | $4.42K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 49 | $4.42K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 45 | $4.05K | 0.00% | +45 | New |
| Ogorek Anthony Joseph | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 50 | $4.00K | 0.00% | +50 | New |
| Archer Investment Corp | 44 | $3.96K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $3.96K | 0.00% | +3+7.3% | Added |
| SHP Wealth Management | 41 | $3.69K | 0.00% | −25−37.9% | Reduced |
| Abound Wealth Management | 41 | $3.69K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 41 | $3.69K | 0.00% | +11+36.7% | Added |
| HM Payson & Co | 39 | $3.52K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $3.42K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 37 | $3.33K | 0.00% | +37 | New |
| Valued Wealth Advisors LLC | 36 | $3.26K | 0.00% | +28+350.0% | Added |
| DiNuzzo Private Wealth, Inc. | 36 | $3.24K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 34 | $3.06K | 0.06% | 00.0% | Unchanged |
| Clear Street Markets LLC | 32 | $2.88K | 0.00% | −266−89.3% | Reduced |
| Corsicana & Co. | 32 | $2.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $2.43K | 0.00% | −7−20.6% | Reduced |
| Dunhill Financial, LLC | 25 | $2.31K | 0.00% | +4+19.0% | Added |
| Hughes Financial Services, LLC | 25 | $2.25K | 0.00% | +4+19.0% | Added |
| Clayton Financial Group LLC | 23 | $2.07K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 23 | $2.07K | 0.00% | +10+76.9% | Added |
| Avion Wealth | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $1.71K | 0.00% | +4+26.7% | Added |
| DT Investment Partners, LLC | 16 | $1.44K | 0.00% | −194−92.4% | Reduced |
| Wolff Wiese Magana LLC | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 15 | $1.35K | 0.00% | +15 | New |
| Investors Portfolio Services LLC | 13 | $1.18K | 0.00% | +5+62.5% | Added |
| 1015 Capital Partners, LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $1.08K | 0.00% | +1+9.1% | Added |
| Truvestments Capital LLC | 12 | $1.08K | 0.00% | +12 | New |
| Penserra Capital Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $991 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10 | $901 | 0.00% | +10 | New |
| Arcadia Investment Management Corp | 9 | $811 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $721 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $721 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 8 | $721 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 6 | $541 | 0.00% | −3−33.3% | Reduced |
| Addison Advisors LLC | 6 | $541 | 0.00% | 00.0% | Unchanged |