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Livermore
Livermore
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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.

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
Independent Wealth Network Inc.2,083$224.5K0.06%+2,083New
Private Wealth Advisors2,106$226.9K0.07%+2,106New
RFG Advisory, LLC2,114$227.8K0.00%+2,114New
Northwest Wealth Management, LLC2,116$228.1K0.03%+2,116New
Employees Retirement System of Texas2,126$229.0K0.00%00.0%Unchanged
Hunter Associates Investment Management LLC2,135$230.0K0.03%+2,135New
Compass Financial Management LLC2,096$231.2K0.03%+2,096New
Park Place Capital Corp2,172$234.1K0.04%+440+25.4%Added
Pensionmark Financial Group, LLC2,556$234.2K0.00%+16+0.6%Added
Soltis Investment Advisors LLC2,178$234.8K0.01%+2,178New
Pure Financial Advisors, Inc.2,178$234.8K0.00%+2,178New
PFG Investments, LLC2,178$234.8K0.01%+2,178New
FJ Capital Management LLC2,181$235.1K0.03%+2,181New
Syverson Strege & Co2,188$235.8K0.05%+2,188New
Wealthspire Advisors, LLC2,198$236.9K0.00%−131−5.6%Reduced
Annex Advisory Services, LLC2,237$241.1K0.00%+2,237New
Fisher Asset Management, LLC2,241$241.6K0.00%+2,241New
Rockland Trust Co2,243$241.8K0.01%−784−25.9%Reduced
Clarity Asset Management, Inc.2,245$242.0K0.12%+112+5.3%Added
Kane Co Wealth Management, Inc.2,442$243.3K0.18%−676−21.7%Reduced
Trust Asset Management LLC2,257$243.3K0.02%−95−4.0%Reduced
Tocqueville Asset Management L.P.2,262$243.8K0.00%−138−5.8%Reduced
Intrust Bank NA2,275$245.2K0.02%+2,275New
Sentinus, LLC2,282$246.0K0.02%+28+1.2%Added
Pinnacle Wealth Planning Services, Inc.2,300$247.9K0.02%+10.0%Added
Diversified Trust Co2,302$248.1K0.00%+2,302New
Koshinski Asset Management, Inc.2,306$248.5K0.01%+10.0%Added
EverSource Wealth Advisors, LLC2,321$250.2K0.01%−809−25.8%Reduced
Auxier Asset Management2,322$250.3K0.03%00.0%Unchanged
Simplicity Wealth,LLC2,330$251.2K0.01%−46−1.9%Reduced
Acropolis Investment Management, LLC2,338$252.0K0.01%+2+0.1%Added
Plus Group Wealth Advisors LLC2,373$255.8K0.24%+2,373New
Private Trust Co NA2,375$256.0K0.02%+499+26.6%Added
Kavar Capital Partners Group, LLC2,383$256.8K0.03%+23+1.0%Added
WBI Investments2,386$257.2K0.06%+2,386New
Cora Capital Advisors LLC2,401$258.8K0.07%00.0%Unchanged
Miracle Mile Advisors, LLC2,408$259.5K0.00%+66+2.8%Added
TCG Advisory Services, LLC2,410$259.8K0.00%+151+6.7%Added
Smith, Moore & Co.2,412$259.9K0.02%00.0%Unchanged
Nilsine Partners, LLC2,416$260.4K0.02%+146+6.4%Added
Resurgent Financial Advisors LLC2,416$260.4K0.07%+2+0.1%Added
Renaissance Group LLC2,422$261.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)2,425$261.4K0.01%+92+3.9%Added
Mission Wealth Management, LP2,440$263.1K0.00%+2,440New
Caerus Investment Advisors, LLC2,470$266.2K0.09%−69−2.7%Reduced
First Nebraska Trust Co2,479$267.2K0.02%00.0%Unchanged
VisionPoint Advisory Group, LLC2,484$267.7K0.04%−287−10.4%Reduced
Paladin Partners, LLC2,490$268.4K0.18%00.0%Unchanged
JT Stratford LLC2,490$268.4K0.03%+2,490New
S&CO Inc2,500$269.0K0.02%00.0%Unchanged
Argonautica Private Wealth Management, Inc2,516$271.2K0.07%00.0%Unchanged
Gateway Investment Advisers LLC2,520$271.6K0.00%−1,578−38.5%Reduced
Lake Street Financial LLC2,526$272.3K0.03%−103−3.9%Reduced
Pallas Capital Advisors LLC2,526$272.3K0.01%+175+7.4%Added
Sageworth Trust Co of South Dakota2,528$272.5K0.17%00.0%Unchanged
Westwood Holdings Group Inc.2,529$272.6K0.00%+2,529New
Paragon Capital Management Ltd2,572$277.3K0.05%+220+9.4%Added
Sageworth Trust Co2,577$277.7K0.01%00.0%Unchanged
180 Wealth Advisors, LLC2,591$279.2K0.03%−142−5.2%Reduced
Great Lakes Advisors, LLC2,593$279.5K0.00%+2,593New
Whittier Trust Co2,500$281.4K0.00%00.0%Unchanged
Kovack Advisors, Inc.2,602$281.9K0.01%+2,602New
TSFG, LLC2,613$282.0K0.04%+20+0.8%Added
Aaron Wealth Advisors2,620$282.4K0.01%−1,803−40.8%Reduced
Investment Research & Advisory Group, Inc.2,636$285.0K0.09%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC2,644$285.0K0.02%+35+1.3%Added
Westmount Partners, LLC2,648$285.4K0.06%00.0%Unchanged
Kinloch Capital, LLC2,650$285.6K0.10%−25−0.9%Reduced
RFG - Bristol Wealth Advisors, LLC2,694$290.4K0.07%+20+0.7%Added
Vontobel Holding Ltd.2,701$291.1K0.00%−3,401−55.7%Reduced
Xxi Wealth, LLC2,713$292.4K0.13%−134−4.7%Reduced
Summit Financial, LLC2,747$296.1K0.00%+2,747New
Cidel Asset Management Inc2,748$296.2K0.01%00.0%Unchanged
Winnow Wealth LLC2,751$296.5K0.20%+22+0.8%Added
Transcend Wealth Collective, LLC2,771$298.7K0.02%+401+16.9%Added
HighPoint Advisor Group LLC2,774$298.9K0.01%+11+0.4%Added
Apeiron RIA LLC2,782$299.8K0.08%00.0%Unchanged
Kera Capital Partners, Inc.2,799$301.7K0.03%−105−3.6%Reduced
CX Institutional2,808$303.0K0.01%+52+1.9%Added
NorthCrest Asset Manangement, LLC2,720$303.7K0.01%+367+15.6%Added
Farmers & Merchants Investments Inc2,822$304.2K0.01%−3−0.1%Reduced
OFS Enterprise LLC2,834$305.5K0.08%+7+0.2%Added
Van Eck Associates Corp2,835$305.6K0.00%+412+17.0%Added
Plancorp, LLC2,693$305.9K0.01%+451+20.1%Added
Accredited Investors Inc.2,866$308.9K0.01%00.0%Unchanged
StoneX Group Inc.2,988$309.6K0.01%+2,988New
Signaturefd, LLC2,884$310.9K0.00%+302+11.7%Added
Wedmont Private Capital2,771$311.0K0.01%+279+11.2%Added
Busey Wealth Management2,899$312.5K0.01%−52−1.8%Reduced
Security National Bank of So Dak3,000$323.3K0.15%00.0%Unchanged
Glassy Mountain Advisors, Inc.3,000$323.3K0.09%00.0%Unchanged
Leavell Investment Management, Inc.3,024$326.0K0.01%00.0%Unchanged
Shepherd Financial Partners LLC3,026$326.1K0.03%+14+0.5%Added
Wedbush Securities Inc3,036$327.0K0.01%−10−0.3%Reduced
Provident Living Financial Services, Inc.3,040$327.7K0.32%−335−9.9%Reduced
Central Pacific Bank - Trust Division3,077$331.6K0.03%−272−8.1%Reduced
Adams Wealth Management3,092$333.3K0.06%−36−1.2%Reduced
CacheTech Inc.3,092$333.3K0.05%−36−1.2%Reduced
Brinker Capital Investments, LLC3,111$335.3K0.00%−587−15.9%Reduced
Chesley Taft & Associates LLC3,130$337.3K0.01%−76−2.4%Reduced