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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.

Q2 2026 vs. Q1 2026

How the institutions holding Principal Financial Group Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of PFG: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders91410961+57
Shares168.6M100.3K170.6M+2.18M (+1.3%)
Value$15.2B$9.04M$18.4B+$3.21B (+21.1%)

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (113)

Institutions that held Principal Financial Group Inc at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 113 by value.

Institutions new to PFG in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank2,014,675$217.1M0.02%
Chase Investment Counsel Corp68,764$7.41M1.56%
Nykredit A/S59,716$6.44M0.02%
Tudor Investment Corp Et Al47,548$5.12M0.02%
Jupiter Asset Management Ltd33,333$3.59M0.02%
PEAK6 LLC31,529$3.40M0.08%
Jupiter Topco LLC23,952$2.58M0.00%
Millennium Management LLC23,674$2.55M0.00%
HRT Financial LP20,418$2.20M0.00%
Neo Ivy Capital Management15,807$1.70M0.39%
Stance Capital LLC15,791$1.70M0.52%
Bayview Asset Management, LLC13,799$1.49M1.11%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.13,304$1.43M0.04%
JSF Financial, LLC12,590$1.36M0.22%
Forty-three Eighteen Advisors, LLC12,471$1.34M0.90%
Oak Thistle LLC9,636$1.04M0.10%
Two Sigma Securities, LLC8,178$881.4K0.08%
Virtu Financial LLC6,431$693.0K0.02%
ExodusPoint Capital Management, LP6,269$675.7K0.01%
Global Retirement Partners, LLC5,888$634.6K0.01%
Capital Investment Advisors, LLC5,875$633.2K0.01%
Fox Run Management, L.L.C.5,589$602.4K0.10%
Weiss Asset Management LP5,321$573.5K0.01%
Schonfeld Strategic Advisors LLC4,887$526.7K0.00%
Catalyst Funds Management Pty Ltd4,200$452.7K0.03%
Associated Banc-Corp4,166$449.0K0.01%
Security National Bank of Sioux City Iowa3,899$420.2K0.17%
Caxton Associates LLP3,697$398.5K0.01%
StoneX Group Inc.2,988$309.6K0.01%
Summit Financial, LLC2,747$296.1K0.00%
Kovack Advisors, Inc.2,602$281.9K0.01%
Great Lakes Advisors, LLC2,593$279.5K0.00%
Westwood Holdings Group Inc.2,529$272.6K0.00%
JT Stratford LLC2,490$268.4K0.03%
Mission Wealth Management, LP2,440$263.1K0.00%
WBI Investments2,386$257.2K0.06%
Plus Group Wealth Advisors LLC2,373$255.8K0.24%
Diversified Trust Co2,302$248.1K0.00%
Intrust Bank NA2,275$245.2K0.02%
Fisher Asset Management, LLC2,241$241.6K0.00%
Annex Advisory Services, LLC2,237$241.1K0.00%
Syverson Strege & Co2,188$235.8K0.05%
FJ Capital Management LLC2,181$235.1K0.03%
PFG Investments, LLC2,178$234.8K0.01%
Pure Financial Advisors, Inc.2,178$234.8K0.00%
Soltis Investment Advisors LLC2,178$234.8K0.01%
Compass Financial Management LLC2,096$231.2K0.03%
Hunter Associates Investment Management LLC2,135$230.0K0.03%
Northwest Wealth Management, LLC2,116$228.1K0.03%
RFG Advisory, LLC2,114$227.8K0.00%
Private Wealth Advisors2,106$226.9K0.07%
Independent Wealth Network Inc.2,083$224.5K0.06%
Sigma Planning Corp2,062$222.3K0.01%
71 West Capital Partners2,057$221.7K0.01%
Lantz Financial LLC2,055$221.5K0.04%
Integral Investment Advisors, Inc.2,055$221.5K0.05%
Citizens Financial Group Inc2,033$219.1K0.00%
Murphy Pohlad Asset Management LLC2,027$218.6K0.08%
Stephens Inc2,026$218.4K0.00%
Oxford Financial Group Ltd2,008$216.4K0.01%
Banco Santander, S.A.2,000$215.6K0.00%
Allen Capital Group, LLC1,996$215.1K0.02%
Iams Wealth Management, LLC1,993$214.8K0.06%
Cigna Investments Inc1,982$213.0K0.03%
Miramar Capital, LLC1,975$212.9K0.05%
Pinnacle Wealth Management Advisory Group, LLC1,968$212.1K0.01%
J.M. Arbour, LLC1,940$209.1K0.18%
PDS Planning, Inc1,926$207.6K0.01%
Wealthcare Capital Partners, LLC1,921$207.1K0.09%
Eads & Heald Wealth Management1,911$206.0K0.10%
Moneta Group Investment Advisors LLC1,896$204.4K0.00%
Continuum Advisory, LLC1,889$203.6K0.02%
BOS Asset Management, LLC1,887$203.4K0.05%
WNY Asset Management, LLC1,879$202.5K0.02%
Engineers Gate Manager LP1,876$202.2K0.00%
Fidelis Capital Partners, LLC1,868$201.3K0.01%
Kathmere Capital Management, LLC1,863$200.8K0.01%
Banque Cantonale Vaudoise1,096$118.0K0.00%
Walleye Capital LLC1,015$109.4K0.00%
Lloyd Advisory Services, LLC.904$97.5K0.04%
Concord Wealth Partners878$94.6K0.01%
Contravisory Investment Management, Inc.769$82.9K0.01%
Burnham & Co LLC750$80.8K0.07%
IFG Advisory, LLC587$63.3K0.00%
GeoWealth Management, LLC584$62.9K0.00%
Delos Wealth Advisors, LLC504$54.3K0.03%
Loomis Sayles & Co L P397$42.8K0.00%
Quarry LP368$39.7K0.01%
Providence Capital Advisors, LLC320$34.5K0.01%
Oakmont Advisory Group, LLC228$24.5K0.02%
Action Point Financial Planning, LLC212$22.7K0.00%
Planning Strategies Inc.206$22.2K0.01%
Alpine Bank Wealth Management189$20.4K0.00%
Institute for Wealth Management, LLC.171$18.4K0.00%
Allianz SE170$18.3K0.00%
Gen-Wealth Partners Inc162$17.5K0.00%
Buck Wealth Strategies, LLC158$17.0K0.00%
Trust Co of Vermont157$16.9K0.00%
West Paces Advisors Inc.152$16.4K0.00%
Wall Street Access Asset Management, LLC135$14.6K0.00%

Sold out (56)

Institutions that held Principal Financial Group Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of PFG in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Canada Pension Plan Investment Board169,710$15.3M
Tredje AP-fonden93,517$8.43M
Interval Partners, LP87,808$7.91M
Holocene Advisors, LP19,232$1.73M
SummitTX Capital, L.P.16,511$1.49M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund16,500$1.49M
Impact Partnership Wealth, LLC16,053$1.45M
Redwood Investment Management, LLC11,590$1.04M
Board of the Pension Protection Fund10,200$919.1K
Brevan Howard Capital Management LP10,104$910.5K
Evolve Private Wealth, LLC9,547$860.3K
Generali Asset Management SPA SGR9,259$834.3K
ING Groep NV9,046$815.1K
CenterStar Asset Management, LLC6,776$610.5K
Polymer Capital Management (US) LLC5,878$529.7K
Burns Matteson Capital Management, LLC5,871$529.0K
AIA Group Ltd5,517$497.1K
Lighthouse Investment Partners, LLC4,918$443.1K
Machina Capital S.A.S.4,027$362.9K
Gateway Wealth Partners, LLC3,780$340.6K
Asahi Life Asset Management Co., Ltd.3,769$339.6K
Mirabella Financial Services LLP3,286$296.1K
GTS Securities LLC3,271$294.8K
Csenge Advisory Group3,167$285.4K
Patriot Financial Group Insurance Agency, LLC3,014$271.6K
Patton Fund Management, Inc.2,706$243.8K
MASTERINVEST Kapitalanlage GmbH2,646$238.4K
Edgestream Partners, L.P.2,501$225.4K
Evoke Wealth, LLC2,221$200.2K
Olistico Wealth, LLC1,169$105.3K
Root Financial Partners, LLC1,112$100.2K
RWM Asset Management, LLC1,097$98.9K
Andra AP-fonden900$81.1K
Whipplewood Advisors, LLC700$63.1K
Golden State Equity Partners673$60.6K
Capital & Planning, LLC424$38.2K
Curio Wealth, LLC384$34.6K
MBM Wealth Consultants, LLC307$27.7K
Legacy Wealth Managment, LLC261$23.5K
Annis Gardner Whiting Capital Advisors, LLC213$19.2K
Smallwood Wealth Investment Management, LLC206$18.6K
TopTier Wealth Management, LLC202$18.2K
Twin Peaks Wealth Advisors, LLC186$16.8K
Team Financial Group, LLC176$15.9K
Investors Research Corp173$15.6K
Ameriflex Group, Inc.164$14.8K
DAGCO, Inc.104$9.37K
Intentional Wealth Strategies, LLC45$4.05K
Abound Wealth Management41$3.69K
Napier Financial, LLC37$3.33K
Clayton Financial Group LLC23$2.07K
Portus Wealth Advisors, LLC15$1.35K
Truvestments Capital LLC12$1.08K
Trust Co of Toledo NA10$901
Addison Advisors LLC6$541
PMV Capital Advisers, LLC4$386

Not filed for Q2 2026 yet (10)

Institutions that held Principal Financial Group Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFG in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC46,458$4.19M
Janus Henderson Group PLC25,752$2.32M
Skopos Labs, Inc.12,820$1.16M
Sunbelt Securities, Inc.7,442$670.6K
DGS Capital Management, LLC4,425$398.7K
Journey Strategic Wealth LLC2,359$212.6K
Trask Adam Roland750$67.6K
McIlrath & Eck, LLC243$21.9K
USA Financial Portformulas Corp74$6.67K
Arcadia Investment Management Corp9$811