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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 15,807 | $1.70M | 0.39% | +15,807 | New |
| Stance Capital LLC | 15,791 | $1.70M | 0.52% | +15,791 | New |
| PSI Advisors, LLC | 15,704 | $1.69M | 0.39% | +635+4.2% | Added |
| Kestra Advisory Services, LLC | 15,548 | $1.68M | 0.01% | −2,101−11.9% | Reduced |
| Commonwealth Retirement Investments LLC | 15,545 | $1.68M | 0.45% | −1,378−8.1% | Reduced |
| Mizuho Securities USA LLC | 15,389 | $1.66M | 0.03% | +3,429+28.7% | Added |
| Saudi Central Bank | 15,178 | $1.64M | 0.02% | +7,069+87.2% | Added |
| Schroder Investment Management Group | 14,975 | $1.61M | 0.00% | −83−0.6% | Reduced |
| Jefferies Financial Group Inc. | 14,959 | $1.61M | 0.01% | −7,041−32.0% | Reduced |
| SRS Capital Advisors, Inc. | 14,791 | $1.59M | 0.01% | +10,961+286.2% | Added |
| Pacer Advisors, Inc. | 14,740 | $1.59M | 0.00% | +4,855+49.1% | Added |
| D.A. Davidson & Co. | 14,224 | $1.53M | 0.01% | −731−4.9% | Reduced |
| Frec Markets, Inc. | 13,897 | $1.50M | 0.13% | +7,031+102.4% | Added |
| Summit Trail Advisors, LLC | 13,848 | $1.49M | 0.02% | +8+0.1% | Added |
| Investment Management Corp of Ontario | 13,837 | $1.49M | 0.02% | −1,900−12.1% | Reduced |
| Benjamin Edwards Inc | 13,816 | $1.49M | 0.01% | +1,898+15.9% | Added |
| Bayview Asset Management, LLC | 13,799 | $1.49M | 1.11% | +13,799 | New |
| Kentucky Retirement Systems | 13,738 | $1.48M | 0.04% | −8,864−39.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,688 | $1.48M | 0.06% | −468−3.3% | Reduced |
| Wellington Management Group LLP | 13,666 | $1.47M | 0.00% | −759−5.3% | Reduced |
| Resources Investment Advisors, LLC. | 13,407 | $1.44M | 0.01% | +48+0.4% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 13,304 | $1.43M | 0.04% | +13,304 | New |
| Hartford Investment Management Co | 13,211 | $1.42M | 0.04% | −1,848−12.3% | Reduced |
| CAPROCK Group, Inc. | 13,005 | $1.40M | 0.03% | +393+3.1% | Added |
| Nomura Holdings Inc | 12,658 | $1.36M | 0.01% | +7,478+144.4% | Added |
| JSF Financial, LLC | 12,590 | $1.36M | 0.22% | +12,590 | New |
| Forty-three Eighteen Advisors, LLC | 12,471 | $1.34M | 0.90% | +12,471 | New |
| Ieq Capital, LLC | 12,451 | $1.34M | 0.01% | −45,523−78.5% | Reduced |
| EP Wealth Advisors, LLC | 12,403 | $1.34M | 0.01% | −112−0.9% | Reduced |
| Mork Capital Management, LLC | 12,370 | $1.33M | 0.85% | 00.0% | Unchanged |
| Woodline Partners LP | 12,347 | $1.33M | 0.00% | +3,778+44.1% | Added |
| Atlas Capital Advisors LLC | 12,278 | $1.32M | 0.14% | +4,097+50.1% | Added |
| AssuredPartners Investment Advisors, LLC | 12,257 | $1.32M | 0.13% | −1,279−9.4% | Reduced |
| Warren Averett Asset Management, LLC | 12,158 | $1.31M | 0.01% | +74+0.6% | Added |
| Norinchukin Bank, The | 12,110 | $1.31M | 0.01% | −69−0.6% | Reduced |
| Omers Administration Corp | 12,079 | $1.30M | 0.01% | +1,317+12.2% | Added |
| Ascent Group, LLC | 11,947 | $1.29M | 0.04% | +864+7.8% | Added |
| Glenmede Trust Co NA | 11,859 | $1.28M | 0.01% | −124−1.0% | Reduced |
| Abn Amro Investment Solutions | 11,786 | $1.27M | 0.01% | +1,522+14.8% | Added |
| Legacy Financial Group LLC | 11,754 | $1.27M | 0.14% | −14−0.1% | Reduced |
| West Bancorporation Inc | 11,714 | $1.26M | 0.54% | +1,104+10.4% | Added |
| Guggenheim Capital LLC | 11,654 | $1.26M | 0.01% | −11,390−49.4% | Reduced |
| Gilbert & Cook, Inc. | 11,645 | $1.26M | 0.14% | −59−0.5% | Reduced |
| Private Advisor Group, LLC | 11,631 | $1.25M | 0.01% | −20,239−63.5% | Reduced |
| Montag A & Associates Inc | 11,512 | $1.24M | 0.05% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 11,432 | $1.23M | 0.02% | +795+7.5% | Added |
| Maryland State Retirement & Pension System | 11,348 | $1.22M | 0.02% | +505+4.7% | Added |
| Raleigh Capital Management Inc. | 10,833 | $1.17M | 0.37% | +3,030+38.8% | Added |
| Martin Capital Partners, LLC | 10,711 | $1.15M | 0.42% | −33−0.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,463 | $1.13M | 0.10% | −646−5.8% | Reduced |
| Greenwood Capital Associates LLC | 10,424 | $1.12M | 0.11% | −304−2.8% | Reduced |
| Intech Investment Management LLC | 10,350 | $1.12M | 0.01% | +2,141+26.1% | Added |
| Quadrant Capital Group LLC | 10,348 | $1.12M | 0.03% | +256+2.5% | Added |
| Park Avenue Securities LLC | 10,280 | $1.11M | 0.01% | −593−5.5% | Reduced |
| Osmosis Investment Management UK Ltd | 10,236 | $1.10M | 0.05% | −9,592−48.4% | Reduced |
| Park Edge Advisors, LLC | 10,236 | $1.10M | 0.24% | 00.0% | Unchanged |
| Mount Lucas Management LP | 10,153 | $1.09M | 0.39% | +317+3.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,133 | $1.09M | 0.01% | −8,355−45.2% | Reduced |
| Brighton Jones LLC | 10,045 | $1.08M | 0.02% | +179+1.8% | Added |
| Louisiana State Employees Retirement System | 10,000 | $1.08M | 0.02% | −100−1.0% | Reduced |
| Bessemer Group Inc | 9,964 | $1.07M | 0.00% | +460+4.8% | Added |
| Thrivent Financial for Lutherans | 9,901 | $1.07M | 0.00% | −10,885−52.4% | Reduced |
| KC Investment Advisors, LLC | 9,885 | $1.07M | 0.20% | −85−0.9% | Reduced |
| New Mexico Educational Retirement Board | 9,854 | $1.06M | 0.03% | +600+6.5% | Added |
| Horizon Investments, LLC | 9,799 | $1.06M | 0.01% | +1,408+16.8% | Added |
| Lido Advisors, LLC | 9,793 | $1.06M | 0.00% | +3,129+47.0% | Added |
| Plato Investment Management Ltd | 9,747 | $1.04M | 0.06% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,665 | $1.04M | 0.03% | +1,134+13.3% | Added |
| Oak Thistle LLC | 9,636 | $1.04M | 0.10% | +9,636 | New |
| Basepoint Wealth LLC | 9,623 | $1.04M | 0.59% | +20+0.2% | Added |
| GAMMA Investing LLC | 9,585 | $1.03M | 0.04% | +912+10.5% | Added |
| Everence Capital Management Inc | 9,570 | $1.03M | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 9,515 | $1.03M | 0.02% | −37−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,466 | $1.02M | 0.03% | +2,053+27.7% | Added |
| Allspring Global Investments Holdings, LLC | 9,330 | $1.02M | 0.00% | +5+0.1% | Added |
| Ausdal Financial Partners, Inc. | 9,328 | $1.01M | 0.04% | +199+2.2% | Added |
| Syon Capital LLC | 9,140 | $985.1K | 0.04% | +404+4.6% | Added |
| Natixis | 9,069 | $977.5K | 0.00% | −18,347−66.9% | Reduced |
| United Capital Financial Advisers, LLC | 9,000 | $970.1K | 0.01% | +164+1.9% | Added |
| Holderness Investments Co | 8,978 | $967.6K | 0.16% | 00.0% | Unchanged |
| South Dakota Investment Council | 8,914 | $961.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 8,717 | $939.5K | 0.01% | +297+3.5% | Added |
| M&T Bank Corp | 8,645 | $931.7K | 0.00% | +2,040+30.9% | Added |
| Exchange Traded Concepts, LLC | 8,609 | $927.9K | 0.00% | +832+10.7% | Added |
| Sterling Capital Management LLC | 8,569 | $923.6K | 0.02% | +1,235+16.8% | Added |
| HB Wealth Management, LLC | 8,558 | $922.5K | 0.01% | +611+7.7% | Added |
| Hilltop Holdings Inc. | 8,555 | $922.0K | 0.07% | −152−1.7% | Reduced |
| Meeder Advisory Services, Inc. | 8,466 | $912.5K | 0.03% | +4,930+139.4% | Added |
| Integrated Wealth Concepts LLC | 8,442 | $909.8K | 0.01% | +1,443+20.6% | Added |
| Curat Global, LLC | 7,239 | $906.5K | 0.77% | −1,185−14.1% | Reduced |
| Cornerstone Wealth Management, LLC | 8,406 | $906.0K | 0.04% | +437+5.5% | Added |
| Worldquant Millennium Advisors LLC | 8,387 | $904.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,178 | $881.4K | 0.08% | +8,178 | New |
| Seeds Investor LLC | 8,157 | $879.2K | 0.09% | +796+10.8% | Added |
| Prosperity Consulting Group, LLC | 8,133 | $876.6K | 0.03% | +1,212+17.5% | Added |
| Chicago Partners Investment Group LLC | 8,127 | $872.2K | 0.02% | +43+0.5% | Added |
| Allworth Financial LP | 8,092 | $872.2K | 0.00% | −852−9.5% | Reduced |
| Empirical Finance, LLC | 8,037 | $866.2K | 0.04% | +212+2.7% | Added |
| Vestmark Advisory Solutions, Inc. | 8,000 | $862.3K | 0.01% | −103−1.3% | Reduced |
| City State Bank | 7,938 | $855.6K | 0.20% | 00.0% | Unchanged |