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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 5,601 | $603.7K | 0.01% | +531+10.5% | Added |
| Gentry Private Wealth, LLC | 5,608 | $604.4K | 0.31% | −156−2.7% | Reduced |
| Apella Capital, LLC | 5,358 | $604.8K | 0.01% | +57+1.1% | Added |
| Focus Financial Network, Inc. | 5,613 | $605.0K | 0.02% | +110+2.0% | Added |
| Palisade Asset Management, LLC | 5,637 | $607.6K | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,701 | $614.5K | 0.04% | −143−2.4% | Reduced |
| Tema ETFs LLC | 5,716 | $616.1K | 0.02% | +435+8.2% | Added |
| QRG Capital Management, Inc. | 5,756 | $620.4K | 0.01% | +641+12.5% | Added |
| Reuter James Wealth Management, LLC | 5,760 | $620.8K | 0.08% | +1,692+41.6% | Added |
| Ballentine Partners, LLC | 5,823 | $627.6K | 0.01% | +3,077+112.1% | Added |
| Capital Investment Advisors, LLC | 5,875 | $633.2K | 0.01% | +5,875 | New |
| Global Retirement Partners, LLC | 5,888 | $634.6K | 0.01% | +5,888 | New |
| MUFG Securities Americas Inc. | 5,921 | $638.2K | 0.03% | +447+8.2% | Added |
| Brown Brothers Harriman & Co | 5,934 | $639.6K | 0.00% | +1,920+47.8% | Added |
| Coldstream Capital Management Inc | 5,958 | $642.2K | 0.01% | −494−7.7% | Reduced |
| National Wealth Management Group, LLC | 5,973 | $643.8K | 0.20% | −1,370−18.7% | Reduced |
| Hilltop National Bank | 6,000 | $646.7K | 0.14% | −299−4.7% | Reduced |
| Kingsview Wealth Management, LLC | 6,101 | $657.6K | 0.01% | +915+17.6% | Added |
| Vise Technologies, Inc. | 6,132 | $660.9K | 0.01% | +1,591+35.0% | Added |
| Assenagon Asset Management S.A. | 6,152 | $663.1K | 0.00% | −99,225−94.2% | Reduced |
| Romano Brothers and Company | 6,185 | $666.6K | 0.07% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,189 | $667.0K | 0.00% | +7+0.1% | Added |
| ExodusPoint Capital Management, LP | 6,269 | $675.7K | 0.01% | +6,269 | New |
| Smartleaf Asset Management LLC | 6,246 | $677.8K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,292 | $678.2K | 0.02% | +5+0.1% | Added |
| Carret Asset Management, LLC | 6,298 | $678.8K | 0.06% | −650−9.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,302 | $679.2K | 0.01% | −28−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,308 | $679.9K | 0.01% | +365+6.1% | Added |
| Tobam | 6,322 | $681.0K | 0.17% | +630+11.1% | Added |
| Concurrent Investment Advisors, LLC | 6,326 | $681.8K | 0.01% | +573+10.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,377 | $687.3K | 0.00% | +493+8.4% | Added |
| Greenleaf Trust | 6,411 | $691.0K | 0.01% | −239−3.6% | Reduced |
| Virtu Financial LLC | 6,431 | $693.0K | 0.02% | +6,431 | New |
| Jacobi Capital Management LLC | 6,438 | $693.9K | 0.03% | −152−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 6,450 | $695.2K | 0.02% | 00.0% | Unchanged |
| North Dakota State Investment Board | 6,471 | $697.4K | 0.03% | +181+2.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,534 | $704.2K | 0.03% | −57−0.9% | Reduced |
| Harbour Investments, Inc. | 6,584 | $709.6K | 0.01% | −197−2.9% | Reduced |
| Callan Family Office, LLC | 6,624 | $713.9K | 0.01% | +144+2.2% | Added |
| Umb Bank N A | 6,638 | $715.4K | 0.01% | −75−1.1% | Reduced |
| Plimoth Trust Co LLC | 6,727 | $725.0K | 0.14% | −665−9.0% | Reduced |
| Regions Financial Corp | 6,746 | $727.1K | 0.00% | +22+0.3% | Added |
| Vestcor Inc | 6,839 | $737.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,909 | $744.7K | 0.01% | +26+0.4% | Added |
| OmniStar Financial Group, Inc. | 6,989 | $753.3K | 0.35% | +488+7.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $754.5K | 0.00% | −815−10.4% | Reduced |
| Blackhawk Capital Partners LLC. | 7,018 | $756.4K | 0.25% | +2,960+72.9% | Added |
| Keybank National Association | 7,048 | $759.6K | 0.00% | +142+2.1% | Added |
| Mokosak Advisory Group, LLC | 7,052 | $760.1K | 0.16% | +51+0.7% | Added |
| Wealth Alliance | 7,091 | $764.3K | 0.06% | +1,550+28.0% | Added |
| First Bank & Trust | 7,216 | $777.7K | 0.11% | +4,934+216.2% | Added |
| Kestra Private Wealth Services, LLC | 7,298 | $786.6K | 0.01% | −387−5.0% | Reduced |
| Apollon Wealth Management, LLC | 7,339 | $791.0K | 0.01% | +1,380+23.2% | Added |
| We Are One Seven, LLC | 7,533 | $811.9K | 0.01% | +2,528+50.5% | Added |
| IFP Advisors, Inc | 7,576 | $816.5K | 0.01% | −562−6.9% | Reduced |
| Vivid Wealth Management, LLC | 7,626 | $821.9K | 0.29% | +10.0% | Added |
| MUFG Securities EMEA plc | 7,747 | $835.0K | 0.01% | −43,364−84.8% | Reduced |
| Centennial Wealth Advisory LLC | 7,806 | $841.4K | 0.18% | +554+7.6% | Added |
| Wolff Financial Management LLC | 7,815 | $842.3K | 0.17% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,859 | $847.0K | 0.01% | −476−5.7% | Reduced |
| RMB Capital Management, LLC | 7,914 | $853.0K | 0.01% | −269−3.3% | Reduced |
| City State Bank | 7,938 | $855.6K | 0.20% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,000 | $862.3K | 0.01% | −103−1.3% | Reduced |
| Empirical Finance, LLC | 8,037 | $866.2K | 0.04% | +212+2.7% | Added |
| Allworth Financial LP | 8,092 | $872.2K | 0.00% | −852−9.5% | Reduced |
| Chicago Partners Investment Group LLC | 8,127 | $872.2K | 0.02% | +43+0.5% | Added |
| Prosperity Consulting Group, LLC | 8,133 | $876.6K | 0.03% | +1,212+17.5% | Added |
| Seeds Investor LLC | 8,157 | $879.2K | 0.09% | +796+10.8% | Added |
| Two Sigma Securities, LLC | 8,178 | $881.4K | 0.08% | +8,178 | New |
| Worldquant Millennium Advisors LLC | 8,387 | $904.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 8,406 | $906.0K | 0.04% | +437+5.5% | Added |
| Curat Global, LLC | 7,239 | $906.5K | 0.77% | −1,185−14.1% | Reduced |
| Integrated Wealth Concepts LLC | 8,442 | $909.8K | 0.01% | +1,443+20.6% | Added |
| Meeder Advisory Services, Inc. | 8,466 | $912.5K | 0.03% | +4,930+139.4% | Added |
| Hilltop Holdings Inc. | 8,555 | $922.0K | 0.07% | −152−1.7% | Reduced |
| HB Wealth Management, LLC | 8,558 | $922.5K | 0.01% | +611+7.7% | Added |
| Sterling Capital Management LLC | 8,569 | $923.6K | 0.02% | +1,235+16.8% | Added |
| Exchange Traded Concepts, LLC | 8,609 | $927.9K | 0.00% | +832+10.7% | Added |
| M&T Bank Corp | 8,645 | $931.7K | 0.00% | +2,040+30.9% | Added |
| Pinnacle Associates Ltd | 8,717 | $939.5K | 0.01% | +297+3.5% | Added |
| South Dakota Investment Council | 8,914 | $961.0K | 0.02% | 00.0% | Unchanged |
| Holderness Investments Co | 8,978 | $967.6K | 0.16% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,000 | $970.1K | 0.01% | +164+1.9% | Added |
| Natixis | 9,069 | $977.5K | 0.00% | −18,347−66.9% | Reduced |
| Syon Capital LLC | 9,140 | $985.1K | 0.04% | +404+4.6% | Added |
| Ausdal Financial Partners, Inc. | 9,328 | $1.01M | 0.04% | +199+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 9,330 | $1.02M | 0.00% | +5+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 9,466 | $1.02M | 0.03% | +2,053+27.7% | Added |
| Mount Yale Investment Advisors, LLC | 9,515 | $1.03M | 0.02% | −37−0.4% | Reduced |
| Everence Capital Management Inc | 9,570 | $1.03M | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,585 | $1.03M | 0.04% | +912+10.5% | Added |
| Basepoint Wealth LLC | 9,623 | $1.04M | 0.59% | +20+0.2% | Added |
| Oak Thistle LLC | 9,636 | $1.04M | 0.10% | +9,636 | New |
| Fulton Bank, N.A. | 9,665 | $1.04M | 0.03% | +1,134+13.3% | Added |
| Plato Investment Management Ltd | 9,747 | $1.04M | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,793 | $1.06M | 0.00% | +3,129+47.0% | Added |
| Horizon Investments, LLC | 9,799 | $1.06M | 0.01% | +1,408+16.8% | Added |
| New Mexico Educational Retirement Board | 9,854 | $1.06M | 0.03% | +600+6.5% | Added |
| KC Investment Advisors, LLC | 9,885 | $1.07M | 0.20% | −85−0.9% | Reduced |
| Thrivent Financial for Lutherans | 9,901 | $1.07M | 0.00% | −10,885−52.4% | Reduced |