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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Principal Financial Group Inc as of Jun 30, 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
961
+57 vs. Q1 2026
Shares held
170.6M
+2.18M (+1.3%) vs. Q1 2026
Total value
$18.4B
+$3.21B (+21.1%) vs. Q1 2026
New holders
113
393 more added
Sold out
56
273 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 961 institutions
Q1 2021: 646 institutionsQ2 2021: 615 institutionsQ3 2021: 624 institutionsQ4 2021: 664 institutionsQ1 2022: 687 institutionsQ2 2022: 691 institutionsQ3 2022: 707 institutionsQ4 2022: 784 institutionsQ1 2023: 745 institutionsQ2 2023: 731 institutionsQ3 2023: 723 institutionsQ4 2023: 757 institutionsQ1 2024: 765 institutionsQ2 2024: 796 institutionsQ3 2024: 786 institutionsQ4 2024: 785 institutionsQ1 2025: 841 institutionsQ2 2025: 814 institutionsQ3 2025: 829 institutionsQ4 2025: 892 institutionsQ1 2026: 914 institutionsQ2 2026: 961 institutions
Value heldQ2 2026: $18.4B
Q1 2021: $11.4BQ2 2021: $12.2BQ3 2021: $12.5BQ4 2021: $14.2BQ1 2022: $13.8BQ2 2022: $12.6BQ3 2022: $13.3BQ4 2022: $15.5BQ1 2023: $13.4BQ2 2023: $13.2BQ3 2023: $12.4BQ4 2023: $13.2BQ1 2024: $14.4BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $12.7BQ1 2025: $14.2BQ2 2025: $13.2BQ3 2025: $13.3BQ4 2025: $14.2BQ1 2026: $15.2BQ2 2026: $18.4B
Institutions holding PFG and their total value by quarter
QuarterHoldersValue
Q2 2026961$18.4B
Q1 2026914$15.2B
Q4 2025892$14.2B
Q3 2025829$13.3B
Q2 2025814$13.2B
Q1 2025841$14.2B
Q4 2024785$12.7B
Q3 2024786$14.1B
Q2 2024796$13.0B
Q1 2024765$14.4B
Q4 2023757$13.2B
Q3 2023723$12.4B
Q2 2023731$13.2B
Q1 2023745$13.4B
Q4 2022784$15.5B
Q3 2022707$13.3B
Q2 2022691$12.6B
Q1 2022687$13.8B
Q4 2021664$14.2B
Q3 2021624$12.5B
Q2 2021615$12.2B
Q1 2021646$11.4B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2026.

Institutions holding PFG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
3 Factor Indexing, LLC1$1080.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$1280.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$2160.00%+2New
Y.D. More Investments Ltd992$3590.00%+31+3.2%Added
Quaker Wealth Management, LLC5$5390.00%00.0%Unchanged
Atlantic Private Wealth, LLC5$5390.00%00.0%Unchanged
Arlington Trust Co LLC5$5390.00%00.0%Unchanged
Evolution Wealth Management Inc.5$5390.00%00.0%Unchanged
Seneschal Advisors, LLC5$5390.00%00.0%Unchanged
Aventura Private Wealth, LLC5$5390.00%00.0%Unchanged
DecisionPoint Financial, LLC5$5450.00%+3+150.0%Added
Spectrum Wealth Advisory Group, LLC5$5480.00%+5New
American Capital Advisory, LLC6$6470.00%00.0%Unchanged
WestEnd Advisors, LLC7$7540.00%+1+16.7%Added
Rakuten Securities, Inc.7$7540.00%+7New
JPL Wealth Management, LLC7$7550.00%+2+40.0%Added
Kayne Anderson Rudnick Investment Management LLC8$8620.00%00.0%Unchanged
Burk Holdings LLC8$8620.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$8630.00%00.0%Unchanged
Penserra Capital Management LLC18$1.00K0.00%+3+20.0%Added
Aspect Partners, LLC11$1.19K0.00%00.0%Unchanged
1015 Capital Partners, LLC12$1.29K0.00%00.0%Unchanged
Investors Portfolio Services LLC13$1.36K0.00%00.0%Unchanged
IMG Wealth Management, Inc.13$1.40K0.00%+13New
Wolff Wiese Magana LLC15$1.62K0.00%00.0%Unchanged
DT Investment Partners, LLC16$1.73K0.00%00.0%Unchanged
NVWM, LLC20$2.16K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC20$2.16K0.00%+1+5.3%Added
Tounjian Advisory Partners, LLC23$2.44K0.00%−12,195−99.8%Reduced
Clark Wealth Partners23$2.48K0.00%00.0%Unchanged
HFM Investment Advisors, LLC24$2.59K0.00%+12+100.0%Added
Dunhill Financial, LLC24$2.60K0.00%−1−4.0%Reduced
Allied Private Wealth LLC24$2.66K0.00%+24New
Prestige Wealth Management Group LLC27$2.91K0.00%00.0%Unchanged
Avion Wealth29$3.00K0.00%+5+20.8%Added
Highline Wealth Partners LLC30$3.23K0.00%+30New
Kilter Group LLC30$3.23K0.00%−11−26.8%Reduced
Corsicana & Co.32$3.45K0.00%00.0%Unchanged
Westside Investment Management, Inc.33$3.56K0.00%+33New
ROSS\JOHNSON & Associates LLC34$3.67K0.06%00.0%Unchanged
DiNuzzo Private Wealth, Inc.36$3.88K0.00%00.0%Unchanged
HM Payson & Co39$4.20K0.00%00.0%Unchanged
Crewe Advisors LLC41$4.42K0.00%+41New
Godfrey Financial Associates, Inc.41$4.42K0.00%+41New
Financial Management Professionals, Inc.42$4.53K0.00%+4+10.5%Added
Raffa Wealth Management, LLC44$4.74K0.00%00.0%Unchanged
Archer Investment Corp44$4.74K0.00%00.0%Unchanged
Clear Street Markets LLC46$4.96K0.00%+14+43.8%Added
Ogorek Anthony Joseph53$5.00K0.00%00.0%Unchanged
SHP Wealth Management47$5.07K0.00%+6+14.6%Added
POM Investment Strategies, LLC49$5.28K0.01%00.0%Unchanged
South State Corp.49$5.28K0.00%00.0%Unchanged
Phillip James Consulting Co.50$5.39K0.00%00.0%Unchanged
Westfuller Advisors, LLC51$5.48K0.00%−5−8.9%Reduced
Bay Harbor Wealth Management, LLC51$5.50K0.00%−510−90.9%Reduced
Valued Wealth Advisors LLC54$5.84K0.00%+18+50.0%Added
Davis Capital Management55$5.93K0.00%+3+5.8%Added
Ritter Daniher Financial Advisory LLC57$6.14K0.00%00.0%Unchanged
ZRC Wealth Management, LLC58$6.25K0.00%+4+7.4%Added
Cornerstone Financial Management LLC61$6.58K0.01%+7+13.0%Added
Fulcrum Asset Management LLP65$7.05K0.00%+65New
Strive Financial Group ,LLC70$7.54K0.00%00.0%Unchanged
1 North Wealth Services LLC74$7.98K0.00%+74New
Vision Financial Markets LLC77$8.29K0.01%+1+1.3%Added
Meeder Asset Management Inc81$8.73K0.00%+13+19.1%Added
Vanguard National Trust Co90$9.70K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.90$9.70K0.00%+3+3.4%Added
Southern Michigan Bank & Trust95$10.2K0.00%00.0%Unchanged
Torren Management, LLC98$10.5K0.01%00.0%Unchanged
First Community Trust NA100$10.8K0.00%−417−80.7%Reduced
Atwood & Palmer Inc100$10.8K0.00%00.0%Unchanged
Albion Financial Group100$10.8K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$10.8K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC100$10.8K0.01%00.0%Unchanged
Graney & King, LLC100$10.8K0.00%00.0%Unchanged
PlanVest Financial, Inc100$10.8K0.01%00.0%Unchanged
McDonald Partners LLC100$10.8K0.00%+100New
Bulwark Capital Corp100$10.8K0.01%+100New
Boyd Watterson Asset Management LLC103$11.1K0.00%00.0%Unchanged
Fairway Wealth LLC105$11.3K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC110$11.9K0.00%00.0%Unchanged
Golden State Wealth Management, LLC111$12.0K0.00%00.0%Unchanged
Kerr Financial Planning Corp112$12.0K0.01%+1+0.9%Added
Asset Dedication, LLC113$12.2K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.113$12.2K0.01%+49+76.6%Added
Richard W. Paul & Associates, LLC117$12.6K0.00%+31+36.0%Added
Cullen/Frost Bankers, Inc.118$12.7K0.00%00.0%Unchanged
REAP Financial Group, LLC118$12.7K0.00%+1+0.9%Added
Picton Mahoney Asset Management121$13.0K0.00%−19,315−99.4%Reduced
Gunpowder Capital Management, LLC dba Oliver Wealth Management123$13.3K0.01%00.0%Unchanged
PFS Partners, LLC126$13.6K0.01%+1+0.8%Added
Wall Street Access Asset Management, LLC135$14.6K0.00%+135New
Burkett Financial Services, LLC140$15.1K0.00%+1+0.7%Added
Holos Integrated Wealth LLC138$15.6K0.01%00.0%Unchanged
Private Wealth Management Group, LLC146$15.7K0.00%00.0%Unchanged
Community Bank, N.A.147$15.8K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.149$16.1K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton150$16.2K0.00%00.0%Unchanged
CoreFirst Bank & Trust150$16.2K0.01%00.0%Unchanged
West Paces Advisors Inc.152$16.4K0.00%+152New