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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 3,148 | $339.2K | 0.01% | −62−1.9% | Reduced |
| Atomi Financial Group, Inc. | 3,154 | $339.9K | 0.01% | +79+2.6% | Added |
| Ashton Thomas Private Wealth, LLC | 3,162 | $340.8K | 0.01% | −57−1.8% | Reduced |
| Sivia Capital Partners, LLC | 3,162 | $340.8K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,164 | $341.0K | 0.01% | −14−0.4% | Reduced |
| Midwest Heritage Bank, FSB | 3,168 | $341.5K | 0.10% | +13+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 3,179 | $342.6K | 0.02% | −56−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 3,183 | $343.0K | 0.01% | +40+1.3% | Added |
| Nicolet Bankshares Inc | 3,183 | $343.1K | 0.01% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,194 | $345.7K | 0.04% | +300+10.4% | Added |
| Change Path, LLC | 3,283 | $353.9K | 0.01% | +954+41.0% | Added |
| Argent Trust Co | 3,295 | $355.1K | 0.01% | +189+6.1% | Added |
| Foundations Investment Advisors, LLC | 3,313 | $357.1K | 0.00% | +105+3.3% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $359.1K | 0.10% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,388 | $365.2K | 0.15% | −16−0.5% | Reduced |
| Alteri Wealth LLC | 3,398 | $366.2K | 0.10% | −262−7.2% | Reduced |
| Bayforest Capital Ltd | 3,406 | $367.1K | 0.34% | +3,350+5,982.1% | Added |
| Fifth Third Wealth Advisors LLC | 3,413 | $367.9K | 0.01% | +170+5.2% | Added |
| Walleye Trading LLC | 3,417 | $368.3K | 0.01% | −5,389−61.2% | Reduced |
| Waddell & Associates, LLC | 3,479 | $375.0K | 0.02% | +24+0.7% | Added |
| Allstate Corp | 3,499 | $377.1K | 0.00% | −21,350−85.9% | Reduced |
| BKD Wealth Advisors, LLC | 3,539 | $381.4K | 0.01% | −176−4.7% | Reduced |
| JMN Financial LLC | 3,545 | $382.1K | 0.30% | −478−11.9% | Reduced |
| Essex Financial Services, Inc. | 3,563 | $384.1K | 0.02% | −192−5.1% | Reduced |
| Legato Capital Management LLC | 3,567 | $384.5K | 0.03% | −1,342−27.3% | Reduced |
| Strategic Investment Advisors | 3,596 | $387.6K | 0.02% | −473−11.6% | Reduced |
| Elevated Capital Advisors, LLC | 3,604 | $388.4K | 0.11% | −4,055−52.9% | Reduced |
| International Private Wealth Advisors LLC | 3,604 | $388.5K | 0.20% | −20−0.6% | Reduced |
| TCW Group Inc | 3,617 | $389.8K | 0.00% | −84−2.3% | Reduced |
| HBK Sorce Advisory LLC | 3,403 | $390.8K | 0.01% | −48−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 3,651 | $393.5K | 0.00% | −105−2.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,678 | $396.4K | 0.03% | +47+1.3% | Added |
| Blair William & Co | 3,692 | $397.9K | 0.00% | +444+13.7% | Added |
| Caxton Associates LLP | 3,697 | $398.5K | 0.01% | +3,697 | New |
| Huntington National Bank | 3,749 | $404.1K | 0.00% | +32+0.9% | Added |
| Brown Advisory Inc | 3,779 | $407.3K | 0.00% | +1,507+66.3% | Added |
| One Wealth Advisors, LLC | 3,782 | $407.6K | 0.05% | −114−2.9% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,821 | $411.8K | 0.25% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,831 | $412.9K | 0.01% | +1,164+43.6% | Added |
| Regal Investment Advisors LLC | 3,840 | $413.9K | 0.02% | +804+26.5% | Added |
| Paradigm Financial Partners, LLC | 3,861 | $416.1K | 0.04% | +145+3.9% | Added |
| Hantz Financial Services, Inc. | 3,879 | $418.0K | 0.01% | +265+7.3% | Added |
| Daymark Wealth Partners, LLC | 3,879 | $418.1K | 0.01% | +53+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $418.3K | 0.01% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 3,899 | $420.2K | 0.17% | +3,899 | New |
| FIL Ltd | 3,914 | $421.9K | 0.00% | −5,634−59.0% | Reduced |
| Glaxis Capital Management, LLC | 3,941 | $424.8K | 0.85% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,981 | $429.1K | 0.00% | +3,586+907.8% | Added |
| Harbor Capital Advisors, Inc. | 3,993 | $430.0K | 0.03% | +223+5.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $430.6K | 0.13% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,002 | $431.3K | 0.01% | +46+1.2% | Added |
| ETF Portfolio Partners, Inc. | 4,015 | $432.7K | 0.10% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,034 | $434.8K | 0.00% | +31+0.8% | Added |
| Buckingham Strategic Partners | 4,161 | $448.6K | 0.00% | −4,640−52.7% | Reduced |
| Associated Banc-Corp | 4,166 | $449.0K | 0.01% | +4,166 | New |
| Advisory Services Network, LLC | 4,185 | $451.1K | 0.01% | −78−1.8% | Reduced |
| Gladstone Institutional Advisory LLC | 4,185 | $451.1K | 0.01% | +803+23.7% | Added |
| Catalyst Funds Management Pty Ltd | 4,200 | $452.7K | 0.03% | +4,200 | New |
| Optima Capital LLC | 4,201 | $452.8K | 0.18% | +28+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 4,228 | $455.7K | 0.01% | +10+0.2% | Added |
| City National Bank of Florida | 4,276 | $460.9K | 0.19% | +269+6.7% | Added |
| Beacon Financial Group | 4,356 | $469.4K | 0.04% | −95−2.1% | Reduced |
| Perpetual Ltd | 4,364 | $470.4K | 0.01% | +27+0.6% | Added |
| Bull Harbor Capital LLC | 4,382 | $472.3K | 0.09% | +159+3.8% | Added |
| Perigon Wealth Management, LLC | 4,457 | $480.3K | 0.01% | +193+4.5% | Added |
| Argentarii, LLC | 4,254 | $480.8K | 0.14% | +5+0.1% | Added |
| Hancock Whitney Corp | 4,476 | $482.4K | 0.01% | −54−1.2% | Reduced |
| Integrity Alliance, LLC. | 4,477 | $482.6K | 0.02% | −6,424−58.9% | Reduced |
| Premier Path Wealth Partners, LLC | 4,539 | $489.2K | 0.06% | +85+1.9% | Added |
| Rexford Capital Inc | 4,556 | $491.0K | 0.30% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,603 | $496.1K | 0.02% | +61+1.3% | Added |
| Kepler Cheuvreux (Suisse) SA | 4,604 | $496.2K | 0.03% | −6,446−58.3% | Reduced |
| Krilogy Financial LLC | 4,628 | $498.8K | 0.01% | −292−5.9% | Reduced |
| Balyasny Asset Management LLC | 4,640 | $500.1K | 0.00% | +1,687+57.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,688 | $505.3K | 0.02% | −30−0.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,704 | $507.0K | 0.00% | −6,343−57.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,712 | $507.9K | 0.01% | +179+3.9% | Added |
| Twin Capital Management Inc | 4,779 | $515.1K | 0.06% | +5+0.1% | Added |
| Oppenheimer & Co Inc | 4,788 | $516.1K | 0.01% | −5,933−55.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,880 | $526.0K | 0.09% | +640+15.1% | Added |
| Metis Global Partners, LLC | 4,886 | $526.6K | 0.01% | −5,271−51.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,887 | $526.7K | 0.00% | +4,887 | New |
| AlphaStar Capital Management, LLC | 4,913 | $529.5K | 0.03% | +373+8.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,927 | $531.0K | 0.00% | −1,739−26.1% | Reduced |
| IHT Wealth Management, LLC | 4,955 | $534.0K | 0.01% | −144−2.8% | Reduced |
| Prudential PLC | 4,995 | $538.4K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,997 | $538.6K | 0.01% | +155+3.2% | Added |
| Evergreen Capital Management LLC | 5,025 | $541.6K | 0.01% | +1,798+55.7% | Added |
| Canada Post Corp Registered Pension Plan | 5,046 | $543.9K | 0.02% | 00.0% | Unchanged |
| Benin Management CORP | 5,200 | $560.5K | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,214 | $561.9K | 0.01% | −1,170−18.3% | Reduced |
| Ritholtz Wealth Management | 5,228 | $563.5K | 0.01% | +1,136+27.8% | Added |
| Aprio Wealth Management, LLC | 5,240 | $564.8K | 0.03% | +105+2.0% | Added |
| Waldron Private Wealth LLC | 5,264 | $567.4K | 0.02% | +60+1.2% | Added |
| Weiss Asset Management LP | 5,321 | $573.5K | 0.01% | +5,321 | New |
| CWA Asset Management Group, LLC | 5,329 | $574.4K | 0.02% | +70+1.3% | Added |
| LVW Advisors, LLC | 5,473 | $589.9K | 0.05% | +703+14.7% | Added |
| Iowa State Bank | 5,477 | $590.3K | 0.10% | −30−0.5% | Reduced |
| Securian Asset Management, Inc | 5,236 | $596.6K | 0.02% | −100−1.9% | Reduced |
| Fox Run Management, L.L.C. | 5,589 | $602.4K | 0.10% | +5,589 | New |