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 |
|---|---|---|---|---|---|
| City National Bank of Florida | 4,276 | $460.9K | 0.19% | +269+6.7% | Added |
| Bartlett & Co. Wealth Management LLC | 4,228 | $455.7K | 0.01% | +10+0.2% | Added |
| Optima Capital LLC | 4,201 | $452.8K | 0.18% | +28+0.7% | Added |
| Catalyst Funds Management Pty Ltd | 4,200 | $452.7K | 0.03% | +4,200 | New |
| Gladstone Institutional Advisory LLC | 4,185 | $451.1K | 0.01% | +803+23.7% | Added |
| Advisory Services Network, LLC | 4,185 | $451.1K | 0.01% | −78−1.8% | Reduced |
| Associated Banc-Corp | 4,166 | $449.0K | 0.01% | +4,166 | New |
| Buckingham Strategic Partners | 4,161 | $448.6K | 0.00% | −4,640−52.7% | Reduced |
| Aptus Capital Advisors, LLC | 4,034 | $434.8K | 0.00% | +31+0.8% | Added |
| ETF Portfolio Partners, Inc. | 4,015 | $432.7K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,002 | $431.3K | 0.01% | +46+1.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,995 | $430.6K | 0.13% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 3,993 | $430.0K | 0.03% | +223+5.9% | Added |
| Clearstead Advisors, LLC | 3,981 | $429.1K | 0.00% | +3,586+907.8% | Added |
| Glaxis Capital Management, LLC | 3,941 | $424.8K | 0.85% | 00.0% | Unchanged |
| FIL Ltd | 3,914 | $421.9K | 0.00% | −5,634−59.0% | Reduced |
| Security National Bank of Sioux City Iowa | 3,899 | $420.2K | 0.17% | +3,899 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,882 | $418.3K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,879 | $418.1K | 0.01% | +53+1.4% | Added |
| Hantz Financial Services, Inc. | 3,879 | $418.0K | 0.01% | +265+7.3% | Added |
| Paradigm Financial Partners, LLC | 3,861 | $416.1K | 0.04% | +145+3.9% | Added |
| Regal Investment Advisors LLC | 3,840 | $413.9K | 0.02% | +804+26.5% | Added |
| Snowden Capital Advisors LLC | 3,831 | $412.9K | 0.01% | +1,164+43.6% | Added |
| Robinson Smith Wealth Advisors LLC | 3,821 | $411.8K | 0.25% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,782 | $407.6K | 0.05% | −114−2.9% | Reduced |
| Brown Advisory Inc | 3,779 | $407.3K | 0.00% | +1,507+66.3% | Added |
| Huntington National Bank | 3,749 | $404.1K | 0.00% | +32+0.9% | Added |
| Caxton Associates LLP | 3,697 | $398.5K | 0.01% | +3,697 | New |
| Blair William & Co | 3,692 | $397.9K | 0.00% | +444+13.7% | Added |
| Checchi Capital Advisers, LLC | 3,678 | $396.4K | 0.03% | +47+1.3% | Added |
| Beacon Pointe Advisors, LLC | 3,651 | $393.5K | 0.00% | −105−2.8% | Reduced |
| HBK Sorce Advisory LLC | 3,403 | $390.8K | 0.01% | −48−1.4% | Reduced |
| TCW Group Inc | 3,617 | $389.8K | 0.00% | −84−2.3% | Reduced |
| International Private Wealth Advisors LLC | 3,604 | $388.5K | 0.20% | −20−0.6% | Reduced |
| Elevated Capital Advisors, LLC | 3,604 | $388.4K | 0.11% | −4,055−52.9% | Reduced |
| Strategic Investment Advisors | 3,596 | $387.6K | 0.02% | −473−11.6% | Reduced |
| Legato Capital Management LLC | 3,567 | $384.5K | 0.03% | −1,342−27.3% | Reduced |
| Essex Financial Services, Inc. | 3,563 | $384.1K | 0.02% | −192−5.1% | Reduced |
| JMN Financial LLC | 3,545 | $382.1K | 0.30% | −478−11.9% | Reduced |
| BKD Wealth Advisors, LLC | 3,539 | $381.4K | 0.01% | −176−4.7% | Reduced |
| Allstate Corp | 3,499 | $377.1K | 0.00% | −21,350−85.9% | Reduced |
| Waddell & Associates, LLC | 3,479 | $375.0K | 0.02% | +24+0.7% | Added |
| Walleye Trading LLC | 3,417 | $368.3K | 0.01% | −5,389−61.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,413 | $367.9K | 0.01% | +170+5.2% | Added |
| Bayforest Capital Ltd | 3,406 | $367.1K | 0.34% | +3,350+5,982.1% | Added |
| Alteri Wealth LLC | 3,398 | $366.2K | 0.10% | −262−7.2% | Reduced |
| First Citizens Financial Corp | 3,388 | $365.2K | 0.15% | −16−0.5% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 3,332 | $359.1K | 0.10% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,313 | $357.1K | 0.00% | +105+3.3% | Added |
| Argent Trust Co | 3,295 | $355.1K | 0.01% | +189+6.1% | Added |
| Change Path, LLC | 3,283 | $353.9K | 0.01% | +954+41.0% | Added |
| Symphony Financial, Ltd. Co. | 3,194 | $345.7K | 0.04% | +300+10.4% | Added |
| Nicolet Bankshares Inc | 3,183 | $343.1K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,183 | $343.0K | 0.01% | +40+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,179 | $342.6K | 0.02% | −56−1.7% | Reduced |
| Midwest Heritage Bank, FSB | 3,168 | $341.5K | 0.10% | +13+0.4% | Added |
| Mutual Advisors, LLC | 3,164 | $341.0K | 0.01% | −14−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,162 | $340.8K | 0.01% | −57−1.8% | Reduced |
| Sivia Capital Partners, LLC | 3,162 | $340.8K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,154 | $339.9K | 0.01% | +79+2.6% | Added |
| Ameritas Advisory Services, LLC | 3,148 | $339.2K | 0.01% | −62−1.9% | Reduced |
| Chesley Taft & Associates LLC | 3,130 | $337.3K | 0.01% | −76−2.4% | Reduced |
| Brinker Capital Investments, LLC | 3,111 | $335.3K | 0.00% | −587−15.9% | Reduced |
| Adams Wealth Management | 3,092 | $333.3K | 0.06% | −36−1.2% | Reduced |
| CacheTech Inc. | 3,092 | $333.3K | 0.05% | −36−1.2% | Reduced |
| Central Pacific Bank - Trust Division | 3,077 | $331.6K | 0.03% | −272−8.1% | Reduced |
| Provident Living Financial Services, Inc. | 3,040 | $327.7K | 0.32% | −335−9.9% | Reduced |
| Wedbush Securities Inc | 3,036 | $327.0K | 0.01% | −10−0.3% | Reduced |
| Shepherd Financial Partners LLC | 3,026 | $326.1K | 0.03% | +14+0.5% | Added |
| Leavell Investment Management, Inc. | 3,024 | $326.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 3,000 | $323.3K | 0.15% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,000 | $323.3K | 0.09% | 00.0% | Unchanged |
| Busey Wealth Management | 2,899 | $312.5K | 0.01% | −52−1.8% | Reduced |
| Wedmont Private Capital | 2,771 | $311.0K | 0.01% | +279+11.2% | Added |
| Signaturefd, LLC | 2,884 | $310.9K | 0.00% | +302+11.7% | Added |
| StoneX Group Inc. | 2,988 | $309.6K | 0.01% | +2,988 | New |
| Accredited Investors Inc. | 2,866 | $308.9K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 2,693 | $305.9K | 0.01% | +451+20.1% | Added |
| Van Eck Associates Corp | 2,835 | $305.6K | 0.00% | +412+17.0% | Added |
| OFS Enterprise LLC | 2,834 | $305.5K | 0.08% | +7+0.2% | Added |
| Farmers & Merchants Investments Inc | 2,822 | $304.2K | 0.01% | −3−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,720 | $303.7K | 0.01% | +367+15.6% | Added |
| CX Institutional | 2,808 | $303.0K | 0.01% | +52+1.9% | Added |
| Kera Capital Partners, Inc. | 2,799 | $301.7K | 0.03% | −105−3.6% | Reduced |
| Apeiron RIA LLC | 2,782 | $299.8K | 0.08% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,774 | $298.9K | 0.01% | +11+0.4% | Added |
| Transcend Wealth Collective, LLC | 2,771 | $298.7K | 0.02% | +401+16.9% | Added |
| Winnow Wealth LLC | 2,751 | $296.5K | 0.20% | +22+0.8% | Added |
| Cidel Asset Management Inc | 2,748 | $296.2K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,747 | $296.1K | 0.00% | +2,747 | New |
| Xxi Wealth, LLC | 2,713 | $292.4K | 0.13% | −134−4.7% | Reduced |
| Vontobel Holding Ltd. | 2,701 | $291.1K | 0.00% | −3,401−55.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,694 | $290.4K | 0.07% | +20+0.7% | Added |
| Kinloch Capital, LLC | 2,650 | $285.6K | 0.10% | −25−0.9% | Reduced |
| Westmount Partners, LLC | 2,648 | $285.4K | 0.06% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 2,644 | $285.0K | 0.02% | +35+1.3% | Added |
| Investment Research & Advisory Group, Inc. | 2,636 | $285.0K | 0.09% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,620 | $282.4K | 0.01% | −1,803−40.8% | Reduced |
| TSFG, LLC | 2,613 | $282.0K | 0.04% | +20+0.8% | Added |
| Kovack Advisors, Inc. | 2,602 | $281.9K | 0.01% | +2,602 | New |