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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1,704 | $183.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,668 | $179.8K | 0.02% | −12−0.7% | Reduced |
| Private Wealth Asset Management, LLC | 1,659 | $178.8K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,601 | $172.6K | 0.01% | +583+57.3% | Added |
| AlphaCentric Advisors LLC | 1,556 | $167.7K | 0.14% | +94+6.4% | Added |
| LGT Financial Advisors LLC | 1,547 | $166.7K | 0.88% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,511 | $162.9K | 0.02% | −295−16.3% | Reduced |
| Nemes Rush Group LLC | 1,440 | $155.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,432 | $154.3K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,410 | $153.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,404 | $151.3K | 0.00% | +74+5.6% | Added |
| Essential Partners LLC | 1,394 | $150.2K | 0.07% | +73+5.5% | Added |
| CVA Family Office, LLC | 1,302 | $140.3K | 0.01% | +33+2.6% | Added |
| Versant Capital Management, Inc | 1,293 | $139.4K | 0.01% | −38−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,290 | $139.0K | 0.01% | +6+0.5% | Added |
| Quent Capital, LLC | 1,276 | $137.6K | 0.01% | −139−9.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,202 | $130.0K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,060 | $120.6K | 0.01% | +1+0.1% | Added |
| GHP Investment Advisors, Inc. | 1,099 | $118.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,096 | $118.0K | 0.00% | +1,096 | New |
| Richardson Financial Services Inc. | 1,080 | $116.4K | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,066 | $114.9K | 0.00% | −7−0.7% | Reduced |
| Geneos Wealth Management Inc. | 1,042 | $112.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,029 | $110.9K | 0.04% | −50−4.6% | Reduced |
| Walleye Capital LLC | 1,015 | $109.4K | 0.00% | +1,015 | New |
| Key Capital Management, INC | 1,012 | $109.1K | 0.06% | −288−22.2% | Reduced |
| Pingora Partners LLC | 1,000 | $107.8K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 964 | $103.9K | 0.01% | +439+83.6% | Added |
| Pinnacle Bancorp, Inc. | 951 | $102.5K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $102.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 930 | $100.2K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 904 | $97.5K | 0.04% | +904 | New |
| Concord Wealth Partners | 878 | $94.6K | 0.01% | +878 | New |
| TFC Financial Management | 844 | $91.0K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 819 | $88.3K | 0.01% | +259+46.3% | Added |
| Contravisory Investment Management, Inc. | 769 | $82.9K | 0.01% | +769 | New |
| Burnham & Co LLC | 750 | $80.8K | 0.07% | +750 | New |
| Bokf, NA | 742 | $80.0K | 0.00% | +59+8.6% | Added |
| Princeton Global Asset Management LLC | 742 | $80.0K | 0.01% | +312+72.6% | Added |
| Ossiam | 686 | $73.9K | 0.00% | +221+47.5% | Added |
| Cromwell Holdings LLC | 674 | $72.6K | 0.03% | +32+5.0% | Added |
| Vermillion Wealth Management, Inc. | 673 | $72.5K | 0.02% | +526+357.8% | Added |
| Tompkins Financial Corp | 650 | $70.1K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 641 | $69.1K | 0.00% | −100−13.5% | Reduced |
| Security National Bank | 631 | $68.0K | 0.01% | −329−34.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 622 | $67.1K | 0.01% | +86+16.0% | Added |
| Financial Consulate, Inc | 614 | $66.2K | 0.01% | +39+6.8% | Added |
| Cassaday & Co Wealth Management LLC | 608 | $65.5K | 0.00% | +1+0.2% | Added |
| First Horizon Corp | 593 | $63.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 585 | $63.7K | 0.00% | +155+36.0% | Added |
| IFG Advisory, LLC | 587 | $63.3K | 0.00% | +587 | New |
| Hazlett, Burt & Watson, Inc. | 583 | $63.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 584 | $62.9K | 0.00% | +584 | New |
| Parkside Financial Bank & Trust | 578 | $62.3K | 0.00% | +31+5.7% | Added |
| Dynamic Wealth Strategies, LLC | 577 | $62.2K | 0.03% | +19+3.4% | Added |
| Legacy Bridge, LLC | 570 | $61.4K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 564 | $60.8K | 0.01% | +3+0.5% | Added |
| BFSG, LLC | 562 | $60.6K | 0.01% | −56−9.1% | Reduced |
| Ronald Blue Trust, Inc. | 553 | $59.6K | 0.00% | −368−40.0% | Reduced |
| Stilwell Value LLC | 547 | $59.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 547 | $59.0K | 0.00% | +1+0.2% | Added |
| Motco | 539 | $58.1K | 0.00% | +4+0.7% | Added |
| Onefund, LLC | 535 | $57.7K | 0.03% | −14−2.6% | Reduced |
| Financial Perspectives, Inc | 535 | $57.7K | 0.01% | +297+124.8% | Added |
| True Wealth Design, LLC | 515 | $55.5K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 511 | $55.1K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 504 | $54.3K | 0.03% | +504 | New |
| Navigoe, LLC | 497 | $53.0K | 0.03% | +9+1.8% | Added |
| Massmutual Trust Co FSB | 485 | $52.3K | 0.00% | +24+5.2% | Added |
| UMA Financial Services, Inc. | 484 | $52.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 484 | $52.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 478 | $51.5K | 0.00% | +201+72.6% | Added |
| Pflug Koory, LLC | 473 | $51.0K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 470 | $50.7K | 0.02% | +48+11.4% | Added |
| Fortis Group Advisors, LLC | 458 | $49.4K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 449 | $48.4K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 436 | $47.0K | 0.01% | +3+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 423 | $45.6K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 422 | $45.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 418 | $45.0K | 0.03% | +67+19.1% | Added |
| American National Bank | 417 | $44.9K | 0.00% | +68+19.5% | Added |
| NBC Securities, Inc. | 416 | $44.8K | 0.00% | +11+2.7% | Added |
| Anchor Investment Management, LLC | 414 | $44.6K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 408 | $44.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 397 | $42.8K | 0.00% | +397 | New |
| Miller Wealth Advisors, LLC | 396 | $42.7K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 395 | $42.6K | 0.01% | +10+2.6% | Added |
| MCF Advisors LLC | 394 | $42.5K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 381 | $41.1K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 380 | $41.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 369 | $39.8K | 0.00% | +2+0.5% | Added |
| Quarry LP | 368 | $39.7K | 0.01% | +368 | New |
| Rossby Financial, LCC | 367 | $39.6K | 0.01% | −340−48.1% | Reduced |
| Toth Financial Advisory Corp | 365 | $39.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 360 | $38.8K | 0.00% | +46+14.6% | Added |
| Signature Equity Partners, LLC | 350 | $37.7K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 349 | $37.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 348 | $37.5K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 334 | $36.0K | 0.03% | −8−2.3% | Reduced |
| AdvisorNet Financial, Inc | 325 | $35.0K | 0.00% | 00.0% | Unchanged |