Principal Financial Group Inc

PFG

Exchange: Nasdaq
Industry: Accident & Health Insurance
SEC CIK: 0001126328

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2026: 961 institutions

Value heldQ2 2026: $18.4B

Institutions holding PFG and their total value by quarter
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.

Institutions holding PFG in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Providence Capital Advisors, LLC	320	$34.5K	0.01%	+320	New
Towarzystwo Funduszy Inwestycyjnych Pzu SA	310	$33.4K	0.01%	−190−38.0%	Reduced
First Pacific Financial	305	$32.9K	0.00%	+2+0.7%	Added
Rialto Wealth Management, LLC	302	$32.5K	0.01%	+17+6.0%	Added
Old Second National Bank of Aurora	300	$32.3K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	300	$32.3K	0.00%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	295	$31.8K	0.01%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	293	$31.6K	0.02%	00.0%	Unchanged
Creative Capital Management Investments LLC	283	$30.5K	0.01%	+49+20.9%	Added
Hoertkorn Richard Charles	272	$29.3K	0.02%	00.0%	Unchanged
GW&K Investment Management, LLC	265	$29.0K	0.00%	+29+12.3%	Added
First Command Advisory Services, Inc.	265	$28.6K	0.00%	−628−70.3%	Reduced
Center for Financial Planning, Inc.	264	$28.5K	0.00%	00.0%	Unchanged
YANKCOM Partnership	248	$26.7K	0.01%	−34−12.1%	Reduced
Fortitude Family Office, LLC	248	$26.7K	0.01%	+3+1.2%	Added
Ancora Advisors, LLC	247	$26.6K	0.00%	−87−26.0%	Reduced
Salomon & Ludwin, LLC	241	$26.3K	0.00%	00.0%	Unchanged
Key Financial Inc	240	$25.9K	0.00%	+21+9.6%	Added
Valley National Advisers Inc	239	$25.8K	0.00%	+4+1.7%	Added
St Germain D J Co Inc	239	$25.8K	0.00%	00.0%	Unchanged
Grove Bank & Trust	236	$25.4K	0.00%	00.0%	Unchanged
Caldwell Trust Co	235	$25.3K	0.00%	00.0%	Unchanged
Colonial Trust Co	234	$25.2K	0.00%	−69−22.8%	Reduced
Triumph Capital Management	233	$25.1K	0.00%	+3+1.3%	Added
Oakmont Advisory Group, LLC	228	$24.5K	0.02%	+228	New
Country Trust Bank	221	$23.8K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	218	$23.5K	0.00%	+193+772.0%	Added
Rocky Mountain Advisers, LLC	211	$22.7K	0.01%	00.0%	Unchanged
Action Point Financial Planning, LLC	212	$22.7K	0.00%	+212	New
Frazier Financial Advisors, LLC	208	$22.4K	0.01%	−4−1.9%	Reduced
Blueline Advisors LLC	206	$22.2K	0.02%	00.0%	Unchanged
Planning Strategies Inc.	206	$22.2K	0.01%	+206	New
Activest Wealth Management	205	$22.1K	0.00%	−10−4.7%	Reduced
Axiom Investment Management LLC	200	$21.6K	0.01%	00.0%	Unchanged
New England Capital Financial Advisors LLC	200	$21.6K	0.01%	00.0%	Unchanged
Kentucky Trust Co	200	$21.6K	0.01%	00.0%	Unchanged
Union Savings Bank	195	$21.0K	0.01%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	192	$20.7K	0.01%	+2+1.1%	Added
LRI Investments, LLC	191	$20.6K	0.00%	+79+70.5%	Added
SBI Securities Co., Ltd.	190	$20.5K	0.00%	+11+6.1%	Added
Alpine Bank Wealth Management	189	$20.4K	0.00%	+189	New
Strategic Investment Solutions, Inc.	189	$20.4K	0.00%	00.0%	Unchanged
Eastern Bank	188	$20.3K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	188	$20.3K	0.00%	00.0%	Unchanged
Gill Capital Partners, LLC	187	$20.2K	0.01%	00.0%	Unchanged
Smithfield Trust Co	190	$20.0K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	180	$19.4K	0.01%	00.0%	Unchanged
Strategic Wealth Partners, Ltd.	173	$18.6K	0.00%	00.0%	Unchanged
Spire Wealth Management	172	$18.5K	0.00%	00.0%	Unchanged
Institute for Wealth Management, LLC.	171	$18.4K	0.00%	+171	New
Allianz SE	170	$18.3K	0.00%	+170	New
HHM Wealth Advisors, LLC	169	$18.2K	0.00%	00.0%	Unchanged
Synergy Investment Management, LLC	163	$17.9K	0.00%	+161+8,050.0%	Added
Whittier Trust Co of Nevada Inc	155	$17.5K	0.00%	00.0%	Unchanged
Sachetta, LLC	162	$17.5K	0.01%	+40+32.8%	Added
Gen-Wealth Partners Inc	162	$17.5K	0.00%	+162	New
Ares Financial Consulting, LLC	161	$17.4K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	160	$17.3K	0.00%	−1−0.6%	Reduced
Buck Wealth Strategies, LLC	158	$17.0K	0.00%	+158	New
Horizon Financial Services, LLC	158	$17.0K	0.01%	00.0%	Unchanged
Trust Co of Vermont	157	$16.9K	0.00%	+157	New
West Paces Advisors Inc.	152	$16.4K	0.00%	+152	New
Rosenberg Matthew Hamilton	150	$16.2K	0.00%	00.0%	Unchanged
CoreFirst Bank & Trust	150	$16.2K	0.01%	00.0%	Unchanged
Steigerwald, Gordon & Koch Inc.	149	$16.1K	0.00%	00.0%	Unchanged
Community Bank, N.A.	147	$15.8K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	146	$15.7K	0.00%	00.0%	Unchanged
Holos Integrated Wealth LLC	138	$15.6K	0.01%	00.0%	Unchanged
Burkett Financial Services, LLC	140	$15.1K	0.00%	+1+0.7%	Added
Wall Street Access Asset Management, LLC	135	$14.6K	0.00%	+135	New
PFS Partners, LLC	126	$13.6K	0.01%	+1+0.8%	Added
Gunpowder Capital Management, LLC dba Oliver Wealth Management	123	$13.3K	0.01%	00.0%	Unchanged
Picton Mahoney Asset Management	121	$13.0K	0.00%	−19,315−99.4%	Reduced
REAP Financial Group, LLC	118	$12.7K	0.00%	+1+0.9%	Added
Cullen/Frost Bankers, Inc.	118	$12.7K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	117	$12.6K	0.00%	+31+36.0%	Added
Silver Grove Financial Group, Inc.	113	$12.2K	0.01%	+49+76.6%	Added
Asset Dedication, LLC	113	$12.2K	0.00%	00.0%	Unchanged
Kerr Financial Planning Corp	112	$12.0K	0.01%	+1+0.9%	Added
Golden State Wealth Management, LLC	111	$12.0K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	110	$11.9K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	105	$11.3K	0.00%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	103	$11.1K	0.00%	00.0%	Unchanged
First Community Trust NA	100	$10.8K	0.00%	−417−80.7%	Reduced
Atwood & Palmer Inc	100	$10.8K	0.00%	00.0%	Unchanged
Albion Financial Group	100	$10.8K	0.00%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	100	$10.8K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	100	$10.8K	0.01%	00.0%	Unchanged
Graney & King, LLC	100	$10.8K	0.00%	00.0%	Unchanged
PlanVest Financial, Inc	100	$10.8K	0.01%	00.0%	Unchanged
McDonald Partners LLC	100	$10.8K	0.00%	+100	New
Bulwark Capital Corp	100	$10.8K	0.01%	+100	New
Torren Management, LLC	98	$10.5K	0.01%	00.0%	Unchanged
Southern Michigan Bank & Trust	95	$10.2K	0.00%	00.0%	Unchanged
Vanguard National Trust Co	90	$9.70K	0.00%	00.0%	Unchanged
Kemnay Advisory Services Inc.	90	$9.70K	0.00%	+3+3.4%	Added
Meeder Asset Management Inc	81	$8.73K	0.00%	+13+19.1%	Added
Vision Financial Markets LLC	77	$8.29K	0.01%	+1+1.3%	Added
1 North Wealth Services LLC	74	$7.98K	0.00%	+74	New
Strive Financial Group ,LLC	70	$7.54K	0.00%	00.0%	Unchanged