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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 7,914 | $853.0K | 0.01% | −269−3.3% | Reduced |
| Equitable Holdings, Inc. | 7,859 | $847.0K | 0.01% | −476−5.7% | Reduced |
| Wolff Financial Management LLC | 7,815 | $842.3K | 0.17% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 7,806 | $841.4K | 0.18% | +554+7.6% | Added |
| MUFG Securities EMEA plc | 7,747 | $835.0K | 0.01% | −43,364−84.8% | Reduced |
| Vivid Wealth Management, LLC | 7,626 | $821.9K | 0.29% | +10.0% | Added |
| IFP Advisors, Inc | 7,576 | $816.5K | 0.01% | −562−6.9% | Reduced |
| We Are One Seven, LLC | 7,533 | $811.9K | 0.01% | +2,528+50.5% | Added |
| Apollon Wealth Management, LLC | 7,339 | $791.0K | 0.01% | +1,380+23.2% | Added |
| Kestra Private Wealth Services, LLC | 7,298 | $786.6K | 0.01% | −387−5.0% | Reduced |
| First Bank & Trust | 7,216 | $777.7K | 0.11% | +4,934+216.2% | Added |
| Wealth Alliance | 7,091 | $764.3K | 0.06% | +1,550+28.0% | Added |
| Mokosak Advisory Group, LLC | 7,052 | $760.1K | 0.16% | +51+0.7% | Added |
| Keybank National Association | 7,048 | $759.6K | 0.00% | +142+2.1% | Added |
| Blackhawk Capital Partners LLC. | 7,018 | $756.4K | 0.25% | +2,960+72.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $754.5K | 0.00% | −815−10.4% | Reduced |
| OmniStar Financial Group, Inc. | 6,989 | $753.3K | 0.35% | +488+7.5% | Added |
| J.W. Cole Advisors, Inc. | 6,909 | $744.7K | 0.01% | +26+0.4% | Added |
| Vestcor Inc | 6,839 | $737.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 6,746 | $727.1K | 0.00% | +22+0.3% | Added |
| Plimoth Trust Co LLC | 6,727 | $725.0K | 0.14% | −665−9.0% | Reduced |
| Umb Bank N A | 6,638 | $715.4K | 0.01% | −75−1.1% | Reduced |
| Callan Family Office, LLC | 6,624 | $713.9K | 0.01% | +144+2.2% | Added |
| Harbour Investments, Inc. | 6,584 | $709.6K | 0.01% | −197−2.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,534 | $704.2K | 0.03% | −57−0.9% | Reduced |
| North Dakota State Investment Board | 6,471 | $697.4K | 0.03% | +181+2.9% | Added |
| E. Ohman J:or Asset Management AB | 6,450 | $695.2K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,438 | $693.9K | 0.03% | −152−2.3% | Reduced |
| Virtu Financial LLC | 6,431 | $693.0K | 0.02% | +6,431 | New |
| Greenleaf Trust | 6,411 | $691.0K | 0.01% | −239−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,377 | $687.3K | 0.00% | +493+8.4% | Added |
| Concurrent Investment Advisors, LLC | 6,326 | $681.8K | 0.01% | +573+10.0% | Added |
| Tobam | 6,322 | $681.0K | 0.17% | +630+11.1% | Added |
| Prime Capital Investment Advisors, LLC | 6,308 | $679.9K | 0.01% | +365+6.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,302 | $679.2K | 0.01% | −28−0.4% | Reduced |
| Carret Asset Management, LLC | 6,298 | $678.8K | 0.06% | −650−9.4% | Reduced |
| Venture Visionary Partners LLC | 6,292 | $678.2K | 0.02% | +5+0.1% | Added |
| Smartleaf Asset Management LLC | 6,246 | $677.8K | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 6,269 | $675.7K | 0.01% | +6,269 | New |
| Johnson Investment Counsel Inc | 6,189 | $667.0K | 0.00% | +7+0.1% | Added |
| Romano Brothers and Company | 6,185 | $666.6K | 0.07% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,152 | $663.1K | 0.00% | −99,225−94.2% | Reduced |
| Vise Technologies, Inc. | 6,132 | $660.9K | 0.01% | +1,591+35.0% | Added |
| Kingsview Wealth Management, LLC | 6,101 | $657.6K | 0.01% | +915+17.6% | Added |
| Hilltop National Bank | 6,000 | $646.7K | 0.14% | −299−4.7% | Reduced |
| National Wealth Management Group, LLC | 5,973 | $643.8K | 0.20% | −1,370−18.7% | Reduced |
| Coldstream Capital Management Inc | 5,958 | $642.2K | 0.01% | −494−7.7% | Reduced |
| Brown Brothers Harriman & Co | 5,934 | $639.6K | 0.00% | +1,920+47.8% | Added |
| MUFG Securities Americas Inc. | 5,921 | $638.2K | 0.03% | +447+8.2% | Added |
| Global Retirement Partners, LLC | 5,888 | $634.6K | 0.01% | +5,888 | New |
| Capital Investment Advisors, LLC | 5,875 | $633.2K | 0.01% | +5,875 | New |
| Ballentine Partners, LLC | 5,823 | $627.6K | 0.01% | +3,077+112.1% | Added |
| Reuter James Wealth Management, LLC | 5,760 | $620.8K | 0.08% | +1,692+41.6% | Added |
| QRG Capital Management, Inc. | 5,756 | $620.4K | 0.01% | +641+12.5% | Added |
| Tema ETFs LLC | 5,716 | $616.1K | 0.02% | +435+8.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,701 | $614.5K | 0.04% | −143−2.4% | Reduced |
| Palisade Asset Management, LLC | 5,637 | $607.6K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,613 | $605.0K | 0.02% | +110+2.0% | Added |
| Apella Capital, LLC | 5,358 | $604.8K | 0.01% | +57+1.1% | Added |
| Gentry Private Wealth, LLC | 5,608 | $604.4K | 0.31% | −156−2.7% | Reduced |
| Sagespring Wealth Partners, LLC | 5,601 | $603.7K | 0.01% | +531+10.5% | Added |
| Fox Run Management, L.L.C. | 5,589 | $602.4K | 0.10% | +5,589 | New |
| Securian Asset Management, Inc | 5,236 | $596.6K | 0.02% | −100−1.9% | Reduced |
| Iowa State Bank | 5,477 | $590.3K | 0.10% | −30−0.5% | Reduced |
| LVW Advisors, LLC | 5,473 | $589.9K | 0.05% | +703+14.7% | Added |
| CWA Asset Management Group, LLC | 5,329 | $574.4K | 0.02% | +70+1.3% | Added |
| Weiss Asset Management LP | 5,321 | $573.5K | 0.01% | +5,321 | New |
| Waldron Private Wealth LLC | 5,264 | $567.4K | 0.02% | +60+1.2% | Added |
| Aprio Wealth Management, LLC | 5,240 | $564.8K | 0.03% | +105+2.0% | Added |
| Ritholtz Wealth Management | 5,228 | $563.5K | 0.01% | +1,136+27.8% | Added |
| Arkadios Wealth Advisors | 5,214 | $561.9K | 0.01% | −1,170−18.3% | Reduced |
| Benin Management CORP | 5,200 | $560.5K | 0.11% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 5,046 | $543.9K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,025 | $541.6K | 0.01% | +1,798+55.7% | Added |
| Stratos Wealth Partners, LTD. | 4,997 | $538.6K | 0.01% | +155+3.2% | Added |
| Prudential PLC | 4,995 | $538.4K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,955 | $534.0K | 0.01% | −144−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,927 | $531.0K | 0.00% | −1,739−26.1% | Reduced |
| AlphaStar Capital Management, LLC | 4,913 | $529.5K | 0.03% | +373+8.2% | Added |
| Schonfeld Strategic Advisors LLC | 4,887 | $526.7K | 0.00% | +4,887 | New |
| Metis Global Partners, LLC | 4,886 | $526.6K | 0.01% | −5,271−51.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,880 | $526.0K | 0.09% | +640+15.1% | Added |
| Oppenheimer & Co Inc | 4,788 | $516.1K | 0.01% | −5,933−55.3% | Reduced |
| Twin Capital Management Inc | 4,779 | $515.1K | 0.06% | +5+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,712 | $507.9K | 0.01% | +179+3.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,704 | $507.0K | 0.00% | −6,343−57.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,688 | $505.3K | 0.02% | −30−0.6% | Reduced |
| Balyasny Asset Management LLC | 4,640 | $500.1K | 0.00% | +1,687+57.1% | Added |
| Krilogy Financial LLC | 4,628 | $498.8K | 0.01% | −292−5.9% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 4,604 | $496.2K | 0.03% | −6,446−58.3% | Reduced |
| Rothschild Investment LLC | 4,603 | $496.1K | 0.02% | +61+1.3% | Added |
| Rexford Capital Inc | 4,556 | $491.0K | 0.30% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,539 | $489.2K | 0.06% | +85+1.9% | Added |
| Integrity Alliance, LLC. | 4,477 | $482.6K | 0.02% | −6,424−58.9% | Reduced |
| Hancock Whitney Corp | 4,476 | $482.4K | 0.01% | −54−1.2% | Reduced |
| Argentarii, LLC | 4,254 | $480.8K | 0.14% | +5+0.1% | Added |
| Perigon Wealth Management, LLC | 4,457 | $480.3K | 0.01% | +193+4.5% | Added |
| Bull Harbor Capital LLC | 4,382 | $472.3K | 0.09% | +159+3.8% | Added |
| Perpetual Ltd | 4,364 | $470.4K | 0.01% | +27+0.6% | Added |
| Beacon Financial Group | 4,356 | $469.4K | 0.04% | −95−2.1% | Reduced |