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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 2,500 | $281.4K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,593 | $279.5K | 0.00% | +2,593 | New |
| 180 Wealth Advisors, LLC | 2,591 | $279.2K | 0.03% | −142−5.2% | Reduced |
| Sageworth Trust Co | 2,577 | $277.7K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,572 | $277.3K | 0.05% | +220+9.4% | Added |
| Westwood Holdings Group Inc. | 2,529 | $272.6K | 0.00% | +2,529 | New |
| Sageworth Trust Co of South Dakota | 2,528 | $272.5K | 0.17% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,526 | $272.3K | 0.01% | +175+7.4% | Added |
| Lake Street Financial LLC | 2,526 | $272.3K | 0.03% | −103−3.9% | Reduced |
| Gateway Investment Advisers LLC | 2,520 | $271.6K | 0.00% | −1,578−38.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,516 | $271.2K | 0.07% | 00.0% | Unchanged |
| S&CO Inc | 2,500 | $269.0K | 0.02% | 00.0% | Unchanged |
| Paladin Partners, LLC | 2,490 | $268.4K | 0.18% | 00.0% | Unchanged |
| JT Stratford LLC | 2,490 | $268.4K | 0.03% | +2,490 | New |
| VisionPoint Advisory Group, LLC | 2,484 | $267.7K | 0.04% | −287−10.4% | Reduced |
| First Nebraska Trust Co | 2,479 | $267.2K | 0.02% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,470 | $266.2K | 0.09% | −69−2.7% | Reduced |
| Mission Wealth Management, LP | 2,440 | $263.1K | 0.00% | +2,440 | New |
| Tower Research Capital LLC (TRC) | 2,425 | $261.4K | 0.01% | +92+3.9% | Added |
| Renaissance Group LLC | 2,422 | $261.0K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,416 | $260.4K | 0.02% | +146+6.4% | Added |
| Resurgent Financial Advisors LLC | 2,416 | $260.4K | 0.07% | +2+0.1% | Added |
| Smith, Moore & Co. | 2,412 | $259.9K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,410 | $259.8K | 0.00% | +151+6.7% | Added |
| Miracle Mile Advisors, LLC | 2,408 | $259.5K | 0.00% | +66+2.8% | Added |
| Cora Capital Advisors LLC | 2,401 | $258.8K | 0.07% | 00.0% | Unchanged |
| WBI Investments | 2,386 | $257.2K | 0.06% | +2,386 | New |
| Kavar Capital Partners Group, LLC | 2,383 | $256.8K | 0.03% | +23+1.0% | Added |
| Private Trust Co NA | 2,375 | $256.0K | 0.02% | +499+26.6% | Added |
| Plus Group Wealth Advisors LLC | 2,373 | $255.8K | 0.24% | +2,373 | New |
| Acropolis Investment Management, LLC | 2,338 | $252.0K | 0.01% | +2+0.1% | Added |
| Simplicity Wealth,LLC | 2,330 | $251.2K | 0.01% | −46−1.9% | Reduced |
| Auxier Asset Management | 2,322 | $250.3K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,321 | $250.2K | 0.01% | −809−25.8% | Reduced |
| Koshinski Asset Management, Inc. | 2,306 | $248.5K | 0.01% | +10.0% | Added |
| Diversified Trust Co | 2,302 | $248.1K | 0.00% | +2,302 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,300 | $247.9K | 0.02% | +10.0% | Added |
| Sentinus, LLC | 2,282 | $246.0K | 0.02% | +28+1.2% | Added |
| Intrust Bank NA | 2,275 | $245.2K | 0.02% | +2,275 | New |
| Tocqueville Asset Management L.P. | 2,262 | $243.8K | 0.00% | −138−5.8% | Reduced |
| Trust Asset Management LLC | 2,257 | $243.3K | 0.02% | −95−4.0% | Reduced |
| Kane Co Wealth Management, Inc. | 2,442 | $243.3K | 0.18% | −676−21.7% | Reduced |
| Clarity Asset Management, Inc. | 2,245 | $242.0K | 0.12% | +112+5.3% | Added |
| Rockland Trust Co | 2,243 | $241.8K | 0.01% | −784−25.9% | Reduced |
| Fisher Asset Management, LLC | 2,241 | $241.6K | 0.00% | +2,241 | New |
| Annex Advisory Services, LLC | 2,237 | $241.1K | 0.00% | +2,237 | New |
| Wealthspire Advisors, LLC | 2,198 | $236.9K | 0.00% | −131−5.6% | Reduced |
| Syverson Strege & Co | 2,188 | $235.8K | 0.05% | +2,188 | New |
| FJ Capital Management LLC | 2,181 | $235.1K | 0.03% | +2,181 | New |
| PFG Investments, LLC | 2,178 | $234.8K | 0.01% | +2,178 | New |
| Pure Financial Advisors, Inc. | 2,178 | $234.8K | 0.00% | +2,178 | New |
| Soltis Investment Advisors LLC | 2,178 | $234.8K | 0.01% | +2,178 | New |
| Pensionmark Financial Group, LLC | 2,556 | $234.2K | 0.00% | +16+0.6% | Added |
| Park Place Capital Corp | 2,172 | $234.1K | 0.04% | +440+25.4% | Added |
| Compass Financial Management LLC | 2,096 | $231.2K | 0.03% | +2,096 | New |
| Hunter Associates Investment Management LLC | 2,135 | $230.0K | 0.03% | +2,135 | New |
| Employees Retirement System of Texas | 2,126 | $229.0K | 0.00% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,116 | $228.1K | 0.03% | +2,116 | New |
| RFG Advisory, LLC | 2,114 | $227.8K | 0.00% | +2,114 | New |
| Private Wealth Advisors | 2,106 | $226.9K | 0.07% | +2,106 | New |
| Independent Wealth Network Inc. | 2,083 | $224.5K | 0.06% | +2,083 | New |
| Sigma Planning Corp | 2,062 | $222.3K | 0.01% | +2,062 | New |
| 71 West Capital Partners | 2,057 | $221.7K | 0.01% | +2,057 | New |
| Lantz Financial LLC | 2,055 | $221.5K | 0.04% | +2,055 | New |
| Integral Investment Advisors, Inc. | 2,055 | $221.5K | 0.05% | +2,055 | New |
| Citizens Financial Group Inc | 2,033 | $219.1K | 0.00% | +2,033 | New |
| AlphaCore Capital LLC | 2,030 | $218.8K | 0.00% | +1,058+108.8% | Added |
| Murphy Pohlad Asset Management LLC | 2,027 | $218.6K | 0.08% | +2,027 | New |
| Stephens Inc | 2,026 | $218.4K | 0.00% | +2,026 | New |
| Mather Group, LLC. | 2,020 | $217.7K | 0.00% | +55+2.8% | Added |
| Optiver Holding B.V. | 2,010 | $216.6K | 0.00% | +1,845+1,118.2% | Added |
| Oxford Financial Group Ltd | 2,008 | $216.4K | 0.01% | +2,008 | New |
| Jump Financial, LLC | 2,000 | $215.6K | 0.00% | −402−16.7% | Reduced |
| Banco Santander, S.A. | 2,000 | $215.6K | 0.00% | +2,000 | New |
| Great Valley Advisor Group, Inc. | 2,000 | $215.3K | 0.00% | −1,525−43.3% | Reduced |
| Allen Capital Group, LLC | 1,996 | $215.1K | 0.02% | +1,996 | New |
| Iams Wealth Management, LLC | 1,993 | $214.8K | 0.06% | +1,993 | New |
| Parallel Advisors, LLC | 1,984 | $213.9K | 0.00% | +92+4.9% | Added |
| SageView Advisory Group, LLC | 1,982 | $213.6K | 0.01% | −283−12.5% | Reduced |
| Cigna Investments Inc | 1,982 | $213.0K | 0.03% | +1,982 | New |
| Miramar Capital, LLC | 1,975 | $212.9K | 0.05% | +1,975 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,968 | $212.1K | 0.01% | +1,968 | New |
| Ameritas Investment Partners, Inc. | 1,966 | $211.9K | 0.01% | −73−3.6% | Reduced |
| J.M. Arbour, LLC | 1,940 | $209.1K | 0.18% | +1,940 | New |
| PDS Planning, Inc | 1,926 | $207.6K | 0.01% | +1,926 | New |
| Wealthcare Capital Partners, LLC | 1,921 | $207.1K | 0.09% | +1,921 | New |
| Eads & Heald Wealth Management | 1,911 | $206.0K | 0.10% | +1,911 | New |
| MV Capital Management, Inc. | 1,903 | $205.1K | 0.02% | +3+0.2% | Added |
| Moneta Group Investment Advisors LLC | 1,896 | $204.4K | 0.00% | +1,896 | New |
| Continuum Advisory, LLC | 1,889 | $203.6K | 0.02% | +1,889 | New |
| BOS Asset Management, LLC | 1,887 | $203.4K | 0.05% | +1,887 | New |
| WNY Asset Management, LLC | 1,879 | $202.5K | 0.02% | +1,879 | New |
| Engineers Gate Manager LP | 1,876 | $202.2K | 0.00% | +1,876 | New |
| Capital Analysts, LLC | 1,869 | $202.0K | 0.00% | −38−2.0% | Reduced |
| Fidelis Capital Partners, LLC | 1,868 | $201.3K | 0.01% | +1,868 | New |
| Kathmere Capital Management, LLC | 1,863 | $200.8K | 0.01% | +1,863 | New |
| Hills Bank & Trust Co | 1,854 | $199.8K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 1,804 | $194.4K | 0.02% | −1,348−42.8% | Reduced |
| Silvant Capital Management LLC | 1,747 | $188.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,720 | $185.4K | 0.00% | +6+0.4% | Added |