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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Vermont | 157 | $16.9K | 0.00% | +157 | New |
| Horizon Financial Services, LLC | 158 | $17.0K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 158 | $17.0K | 0.00% | +158 | New |
| Cornerstone Planning Group LLC | 160 | $17.3K | 0.00% | −1−0.6% | Reduced |
| Ares Financial Consulting, LLC | 161 | $17.4K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 162 | $17.5K | 0.00% | +162 | New |
| Sachetta, LLC | 162 | $17.5K | 0.01% | +40+32.8% | Added |
| Whittier Trust Co of Nevada Inc | 155 | $17.5K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 163 | $17.9K | 0.00% | +161+8,050.0% | Added |
| HHM Wealth Advisors, LLC | 169 | $18.2K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 170 | $18.3K | 0.00% | +170 | New |
| Institute for Wealth Management, LLC. | 171 | $18.4K | 0.00% | +171 | New |
| Spire Wealth Management | 172 | $18.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 173 | $18.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 180 | $19.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 187 | $20.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 188 | $20.3K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 188 | $20.3K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 189 | $20.4K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 189 | $20.4K | 0.00% | +189 | New |
| SBI Securities Co., Ltd. | 190 | $20.5K | 0.00% | +11+6.1% | Added |
| LRI Investments, LLC | 191 | $20.6K | 0.00% | +79+70.5% | Added |
| Bruce G. Allen Investments, LLC | 192 | $20.7K | 0.01% | +2+1.1% | Added |
| Union Savings Bank | 195 | $21.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 200 | $21.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $21.6K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $21.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 205 | $22.1K | 0.00% | −10−4.7% | Reduced |
| Blueline Advisors LLC | 206 | $22.2K | 0.02% | 00.0% | Unchanged |
| Planning Strategies Inc. | 206 | $22.2K | 0.01% | +206 | New |
| Frazier Financial Advisors, LLC | 208 | $22.4K | 0.01% | −4−1.9% | Reduced |
| Action Point Financial Planning, LLC | 212 | $22.7K | 0.00% | +212 | New |
| Rocky Mountain Advisers, LLC | 211 | $22.7K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 218 | $23.5K | 0.00% | +193+772.0% | Added |
| Country Trust Bank | 221 | $23.8K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 228 | $24.5K | 0.02% | +228 | New |
| Triumph Capital Management | 233 | $25.1K | 0.00% | +3+1.3% | Added |
| Colonial Trust Co | 234 | $25.2K | 0.00% | −69−22.8% | Reduced |
| Caldwell Trust Co | 235 | $25.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 236 | $25.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 239 | $25.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 239 | $25.8K | 0.00% | +4+1.7% | Added |
| Key Financial Inc | 240 | $25.9K | 0.00% | +21+9.6% | Added |
| Salomon & Ludwin, LLC | 241 | $26.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 247 | $26.6K | 0.00% | −87−26.0% | Reduced |
| Fortitude Family Office, LLC | 248 | $26.7K | 0.01% | +3+1.2% | Added |
| YANKCOM Partnership | 248 | $26.7K | 0.01% | −34−12.1% | Reduced |
| Center for Financial Planning, Inc. | 264 | $28.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 265 | $28.6K | 0.00% | −628−70.3% | Reduced |
| GW&K Investment Management, LLC | 265 | $29.0K | 0.00% | +29+12.3% | Added |
| Hoertkorn Richard Charles | 272 | $29.3K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 283 | $30.5K | 0.01% | +49+20.9% | Added |
| Hilton Head Capital Partners, LLC | 293 | $31.6K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 295 | $31.8K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $32.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 300 | $32.3K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 302 | $32.5K | 0.01% | +17+6.0% | Added |
| First Pacific Financial | 305 | $32.9K | 0.00% | +2+0.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 310 | $33.4K | 0.01% | −190−38.0% | Reduced |
| Providence Capital Advisors, LLC | 320 | $34.5K | 0.01% | +320 | New |
| AdvisorNet Financial, Inc | 325 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 334 | $36.0K | 0.03% | −8−2.3% | Reduced |
| Bell Investment Advisors, Inc | 348 | $37.5K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 349 | $37.6K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 350 | $37.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 360 | $38.8K | 0.00% | +46+14.6% | Added |
| Toth Financial Advisory Corp | 365 | $39.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 367 | $39.6K | 0.01% | −340−48.1% | Reduced |
| Quarry LP | 368 | $39.7K | 0.01% | +368 | New |
| TD Capital Management LLC | 369 | $39.8K | 0.00% | +2+0.5% | Added |
| FWL Investment Management, LLC | 380 | $41.0K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 381 | $41.1K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 394 | $42.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 395 | $42.6K | 0.01% | +10+2.6% | Added |
| Miller Wealth Advisors, LLC | 396 | $42.7K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 397 | $42.8K | 0.00% | +397 | New |
| Gould Capital, LLC | 408 | $44.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 414 | $44.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 416 | $44.8K | 0.00% | +11+2.7% | Added |
| American National Bank | 417 | $44.9K | 0.00% | +68+19.5% | Added |
| Covestor Ltd | 418 | $45.0K | 0.03% | +67+19.1% | Added |
| BankPlus Trust Department | 422 | $45.5K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 423 | $45.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 436 | $47.0K | 0.01% | +3+0.7% | Added |
| Paladin Advisory Group, LLC | 449 | $48.4K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 458 | $49.4K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 470 | $50.7K | 0.02% | +48+11.4% | Added |
| Pflug Koory, LLC | 473 | $51.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 478 | $51.5K | 0.00% | +201+72.6% | Added |
| UMA Financial Services, Inc. | 484 | $52.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 484 | $52.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 485 | $52.3K | 0.00% | +24+5.2% | Added |
| Navigoe, LLC | 497 | $53.0K | 0.03% | +9+1.8% | Added |
| Delos Wealth Advisors, LLC | 504 | $54.3K | 0.03% | +504 | New |
| Westpac Banking Corp | 511 | $55.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 515 | $55.5K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 535 | $57.7K | 0.03% | −14−2.6% | Reduced |
| Financial Perspectives, Inc | 535 | $57.7K | 0.01% | +297+124.8% | Added |
| Motco | 539 | $58.1K | 0.00% | +4+0.7% | Added |