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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
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−213−100.0%Sold out
Smallwood Wealth Investment Management, LLC0$00.00%−206−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−202−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−186−100.0%Sold out
Team Financial Group, LLC0$00.00%−176−100.0%Sold out
Investors Research Corp0$00.00%−173−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−164−100.0%Sold out
DAGCO, Inc.0$00.00%−104−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−45−100.0%Sold out
Abound Wealth Management0$00.00%−41−100.0%Sold out
Napier Financial, LLC0$00.00%−37−100.0%Sold out
Clayton Financial Group LLC0$00.00%−23−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−15−100.0%Sold out
Truvestments Capital LLC0$00.00%−12−100.0%Sold out
Trust Co of Toledo NA0$00.00%−10−100.0%Sold out
Addison Advisors LLC0$00.00%−6−100.0%Sold out
PMV Capital Advisers, LLC0$00.00%−4−100.0%Sold out
CWM, LLC––––Not filed
Janus Henderson Group PLC––––Not filed
Skopos Labs, Inc.––––Not filed
Sunbelt Securities, Inc.––––Not filed
DGS Capital Management, LLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
Trask Adam Roland––––Not filed
McIlrath & Eck, LLC––––Not filed
USA Financial Portformulas Corp––––Not filed
Arcadia Investment Management Corp––––Not filed