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 |
|---|---|---|---|---|---|
| Stilwell Value LLC | 547 | $59.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 547 | $59.0K | 0.00% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 553 | $59.6K | 0.00% | −368−40.0% | Reduced |
| BFSG, LLC | 562 | $60.6K | 0.01% | −56−9.1% | Reduced |
| Winch Advisory Services, LLC | 564 | $60.8K | 0.01% | +3+0.5% | Added |
| Legacy Bridge, LLC | 570 | $61.4K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 577 | $62.2K | 0.03% | +19+3.4% | Added |
| Parkside Financial Bank & Trust | 578 | $62.3K | 0.00% | +31+5.7% | Added |
| GeoWealth Management, LLC | 584 | $62.9K | 0.00% | +584 | New |
| Hazlett, Burt & Watson, Inc. | 583 | $63.0K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 587 | $63.3K | 0.00% | +587 | New |
| International Assets Investment Management, LLC | 585 | $63.7K | 0.00% | +155+36.0% | Added |
| First Horizon Corp | 593 | $63.9K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 608 | $65.5K | 0.00% | +1+0.2% | Added |
| Financial Consulate, Inc | 614 | $66.2K | 0.01% | +39+6.8% | Added |
| Keating Financial Advisory Services, Inc. | 622 | $67.1K | 0.01% | +86+16.0% | Added |
| Security National Bank | 631 | $68.0K | 0.01% | −329−34.3% | Reduced |
| Park National Corp | 641 | $69.1K | 0.00% | −100−13.5% | Reduced |
| Tompkins Financial Corp | 650 | $70.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 673 | $72.5K | 0.02% | +526+357.8% | Added |
| Cromwell Holdings LLC | 674 | $72.6K | 0.03% | +32+5.0% | Added |
| Ossiam | 686 | $73.9K | 0.00% | +221+47.5% | Added |
| Bokf, NA | 742 | $80.0K | 0.00% | +59+8.6% | Added |
| Princeton Global Asset Management LLC | 742 | $80.0K | 0.01% | +312+72.6% | Added |
| Burnham & Co LLC | 750 | $80.8K | 0.07% | +750 | New |
| Contravisory Investment Management, Inc. | 769 | $82.9K | 0.01% | +769 | New |
| N.E.W. Advisory Services LLC | 819 | $88.3K | 0.01% | +259+46.3% | Added |
| TFC Financial Management | 844 | $91.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 878 | $94.6K | 0.01% | +878 | New |
| Lloyd Advisory Services, LLC. | 904 | $97.5K | 0.04% | +904 | New |
| Johnson Financial Group, Inc. | 930 | $100.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $102.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 951 | $102.5K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 964 | $103.9K | 0.01% | +439+83.6% | Added |
| Pingora Partners LLC | 1,000 | $107.8K | 0.06% | 00.0% | Unchanged |
| Key Capital Management, INC | 1,012 | $109.1K | 0.06% | −288−22.2% | Reduced |
| Walleye Capital LLC | 1,015 | $109.4K | 0.00% | +1,015 | New |
| Deseret Mutual Benefit Administrators | 1,029 | $110.9K | 0.04% | −50−4.6% | Reduced |
| Geneos Wealth Management Inc. | 1,042 | $112.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,066 | $114.9K | 0.00% | −7−0.7% | Reduced |
| Richardson Financial Services Inc. | 1,080 | $116.4K | 0.07% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,096 | $118.0K | 0.00% | +1,096 | New |
| GHP Investment Advisors, Inc. | 1,099 | $118.5K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,060 | $120.6K | 0.01% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,202 | $130.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,276 | $137.6K | 0.01% | −139−9.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,290 | $139.0K | 0.01% | +6+0.5% | Added |
| Versant Capital Management, Inc | 1,293 | $139.4K | 0.01% | −38−2.9% | Reduced |
| CVA Family Office, LLC | 1,302 | $140.3K | 0.01% | +33+2.6% | Added |
| Essential Partners LLC | 1,394 | $150.2K | 0.07% | +73+5.5% | Added |
| Larson Financial Group LLC | 1,404 | $151.3K | 0.00% | +74+5.6% | Added |
| Raiffeisen Bank International AG | 1,410 | $153.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,432 | $154.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,440 | $155.2K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,511 | $162.9K | 0.02% | −295−16.3% | Reduced |
| LGT Financial Advisors LLC | 1,547 | $166.7K | 0.88% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,556 | $167.7K | 0.14% | +94+6.4% | Added |
| CoreCap Advisors, LLC | 1,601 | $172.6K | 0.01% | +583+57.3% | Added |
| Private Wealth Asset Management, LLC | 1,659 | $178.8K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,668 | $179.8K | 0.02% | −12−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,704 | $183.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,720 | $185.4K | 0.00% | +6+0.4% | Added |
| Silvant Capital Management LLC | 1,747 | $188.3K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 1,804 | $194.4K | 0.02% | −1,348−42.8% | Reduced |
| Hills Bank & Trust Co | 1,854 | $199.8K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,863 | $200.8K | 0.01% | +1,863 | New |
| Fidelis Capital Partners, LLC | 1,868 | $201.3K | 0.01% | +1,868 | New |
| Capital Analysts, LLC | 1,869 | $202.0K | 0.00% | −38−2.0% | Reduced |
| Engineers Gate Manager LP | 1,876 | $202.2K | 0.00% | +1,876 | New |
| WNY Asset Management, LLC | 1,879 | $202.5K | 0.02% | +1,879 | New |
| BOS Asset Management, LLC | 1,887 | $203.4K | 0.05% | +1,887 | New |
| Continuum Advisory, LLC | 1,889 | $203.6K | 0.02% | +1,889 | New |
| Moneta Group Investment Advisors LLC | 1,896 | $204.4K | 0.00% | +1,896 | New |
| MV Capital Management, Inc. | 1,903 | $205.1K | 0.02% | +3+0.2% | Added |
| Eads & Heald Wealth Management | 1,911 | $206.0K | 0.10% | +1,911 | New |
| Wealthcare Capital Partners, LLC | 1,921 | $207.1K | 0.09% | +1,921 | New |
| PDS Planning, Inc | 1,926 | $207.6K | 0.01% | +1,926 | New |
| J.M. Arbour, LLC | 1,940 | $209.1K | 0.18% | +1,940 | New |
| Ameritas Investment Partners, Inc. | 1,966 | $211.9K | 0.01% | −73−3.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,968 | $212.1K | 0.01% | +1,968 | New |
| Miramar Capital, LLC | 1,975 | $212.9K | 0.05% | +1,975 | New |
| Cigna Investments Inc | 1,982 | $213.0K | 0.03% | +1,982 | New |
| SageView Advisory Group, LLC | 1,982 | $213.6K | 0.01% | −283−12.5% | Reduced |
| Parallel Advisors, LLC | 1,984 | $213.9K | 0.00% | +92+4.9% | Added |
| Iams Wealth Management, LLC | 1,993 | $214.8K | 0.06% | +1,993 | New |
| Allen Capital Group, LLC | 1,996 | $215.1K | 0.02% | +1,996 | New |
| Great Valley Advisor Group, Inc. | 2,000 | $215.3K | 0.00% | −1,525−43.3% | Reduced |
| Jump Financial, LLC | 2,000 | $215.6K | 0.00% | −402−16.7% | Reduced |
| Banco Santander, S.A. | 2,000 | $215.6K | 0.00% | +2,000 | New |
| Oxford Financial Group Ltd | 2,008 | $216.4K | 0.01% | +2,008 | New |
| Optiver Holding B.V. | 2,010 | $216.6K | 0.00% | +1,845+1,118.2% | Added |
| Mather Group, LLC. | 2,020 | $217.7K | 0.00% | +55+2.8% | Added |
| Stephens Inc | 2,026 | $218.4K | 0.00% | +2,026 | New |
| Murphy Pohlad Asset Management LLC | 2,027 | $218.6K | 0.08% | +2,027 | New |
| AlphaCore Capital LLC | 2,030 | $218.8K | 0.00% | +1,058+108.8% | Added |
| Citizens Financial Group Inc | 2,033 | $219.1K | 0.00% | +2,033 | New |
| Lantz Financial LLC | 2,055 | $221.5K | 0.04% | +2,055 | New |
| Integral Investment Advisors, Inc. | 2,055 | $221.5K | 0.05% | +2,055 | New |
| 71 West Capital Partners | 2,057 | $221.7K | 0.01% | +2,057 | New |
| Sigma Planning Corp | 2,062 | $222.3K | 0.01% | +2,062 | New |