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Livermore
Livermore
ZHEN

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
Fulcrum Asset Management LLP65$7.05K0.00%+65New
Cornerstone Financial Management LLC61$6.58K0.01%+7+13.0%Added
ZRC Wealth Management, LLC58$6.25K0.00%+4+7.4%Added
Ritter Daniher Financial Advisory LLC57$6.14K0.00%00.0%Unchanged
Davis Capital Management55$5.93K0.00%+3+5.8%Added
Valued Wealth Advisors LLC54$5.84K0.00%+18+50.0%Added
Bay Harbor Wealth Management, LLC51$5.50K0.00%−510−90.9%Reduced
Westfuller Advisors, LLC51$5.48K0.00%−5−8.9%Reduced
Phillip James Consulting Co.50$5.39K0.00%00.0%Unchanged
South State Corp.49$5.28K0.00%00.0%Unchanged
POM Investment Strategies, LLC49$5.28K0.01%00.0%Unchanged
SHP Wealth Management47$5.07K0.00%+6+14.6%Added
Ogorek Anthony Joseph53$5.00K0.00%00.0%Unchanged
Clear Street Markets LLC46$4.96K0.00%+14+43.8%Added
Raffa Wealth Management, LLC44$4.74K0.00%00.0%Unchanged
Archer Investment Corp44$4.74K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$4.53K0.00%+4+10.5%Added
Crewe Advisors LLC41$4.42K0.00%+41New
Godfrey Financial Associates, Inc.41$4.42K0.00%+41New
HM Payson & Co39$4.20K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.36$3.88K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC34$3.67K0.06%00.0%Unchanged
Westside Investment Management, Inc.33$3.56K0.00%+33New
Corsicana & Co.32$3.45K0.00%00.0%Unchanged
Kilter Group LLC30$3.23K0.00%−11−26.8%Reduced
Highline Wealth Partners LLC30$3.23K0.00%+30New
Avion Wealth29$3.00K0.00%+5+20.8%Added
Prestige Wealth Management Group LLC27$2.91K0.00%00.0%Unchanged
Allied Private Wealth LLC24$2.66K0.00%+24New
Dunhill Financial, LLC24$2.60K0.00%−1−4.0%Reduced
HFM Investment Advisors, LLC24$2.59K0.00%+12+100.0%Added
Clark Wealth Partners23$2.48K0.00%00.0%Unchanged
Tounjian Advisory Partners, LLC23$2.44K0.00%−12,195−99.8%Reduced
NVWM, LLC20$2.16K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC20$2.16K0.00%+1+5.3%Added
DT Investment Partners, LLC16$1.73K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.62K0.00%00.0%Unchanged
IMG Wealth Management, Inc.13$1.40K0.00%+13New
Investors Portfolio Services LLC13$1.36K0.00%00.0%Unchanged
1015 Capital Partners, LLC12$1.29K0.00%00.0%Unchanged
Aspect Partners, LLC11$1.19K0.00%00.0%Unchanged
Penserra Capital Management LLC18$1.00K0.00%+3+20.0%Added
Cherry Tree Wealth Management, LLC8$8630.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$8620.00%00.0%Unchanged
Burk Holdings LLC8$8620.00%00.0%Unchanged
JPL Wealth Management, LLC7$7550.00%+2+40.0%Added
WestEnd Advisors, LLC7$7540.00%+1+16.7%Added
Rakuten Securities, Inc.7$7540.00%+7New
American Capital Advisory, LLC6$6470.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC5$5480.00%+5New
DecisionPoint Financial, LLC5$5450.00%+3+150.0%Added
Quaker Wealth Management, LLC5$5390.00%00.0%Unchanged
Atlantic Private Wealth, LLC5$5390.00%00.0%Unchanged
Arlington Trust Co LLC5$5390.00%00.0%Unchanged
Evolution Wealth Management Inc.5$5390.00%00.0%Unchanged
Seneschal Advisors, LLC5$5390.00%00.0%Unchanged
Aventura Private Wealth, LLC5$5390.00%00.0%Unchanged
Y.D. More Investments Ltd992$3590.00%+31+3.2%Added
Maryland Capital Advisors Inc.2$2160.00%+2New
SOA Wealth Advisors, LLC.1$1280.00%00.0%Unchanged
3 Factor Indexing, LLC1$1080.00%00.0%Unchanged
Canada Pension Plan Investment Board0$00.00%−169,710−100.0%Sold out
Tredje AP-fonden0$00.00%−93,517−100.0%Sold out
Interval Partners, LP0$00.00%−87,808−100.0%Sold out
Holocene Advisors, LP0$00.00%−19,232−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−16,511−100.0%Sold out
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund0$00.00%−16,500−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−16,053−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−11,590−100.0%Sold out
Board of the Pension Protection Fund0$00.00%−10,200−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−10,104−100.0%Sold out
Evolve Private Wealth, LLC0$00.00%−9,547−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−9,259−100.0%Sold out
ING Groep NV0$00.00%−9,046−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−6,776−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−5,878−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−5,871−100.0%Sold out
AIA Group Ltd0$00.00%−5,517−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−4,918−100.0%Sold out
Machina Capital S.A.S.0$00.00%−4,027−100.0%Sold out
Gateway Wealth Partners, LLC0$00.00%−3,780−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−3,769−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,286−100.0%Sold out
GTS Securities LLC0$00.00%−3,271−100.0%Sold out
Csenge Advisory Group0$00.00%−3,167−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−3,014−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−2,706−100.0%Sold out
MASTERINVEST Kapitalanlage GmbH0$00.00%−2,646−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−2,501−100.0%Sold out
Evoke Wealth, LLC0$00.00%−2,221−100.0%Sold out
Olistico Wealth, LLC0$00.00%−1,169−100.0%Sold out
Root Financial Partners, LLC0$00.00%−1,112−100.0%Sold out
RWM Asset Management, LLC0$00.00%−1,097−100.0%Sold out
Andra AP-fonden0$00.00%−900−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−700−100.0%Sold out
Golden State Equity Partners0$00.00%−673−100.0%Sold out
Capital & Planning, LLC0$00.00%−424−100.0%Sold out
Curio Wealth, LLC0$00.00%−384−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−307−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−261−100.0%Sold out