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Who Owns Principal Financial Group Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Principal Financial Group Inc.

Who crossed 5% of PFG →
Managers holding
33
as of 2026-09-30
Reported value
$41.1M
summed across filings
Shares held
371.5K
Added vs trimmed
9 / 8
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Sound Income Strategies, LLCCOM220.6K shtrimmed$24.2M
Mn Services Vermogensbeheer B.V.COM63.7K shheld$7.1M
Farther Finance Advisors, LLCStock17.6K shadded$2M
Martin Capital Partners, LLCCOM10.3K shtrimmed$1.2M
GAMMA Investing LLCCommon Stock10.1K shadded$1.1M
Iowa State BankCom6.8K shadded$760.2K
Apella Capital, LLCCOM6.5K shadded$711.6K
Venture Visionary Partners LLCCOM6.3K shadded$704.7K
Valeo Financial Advisors, LLCStock3.2K shadded$358.2K
Wedmont Private CapitalCOM3K shadded$326.4K
Apeiron RIA LLCCOM2.8K shtrimmed$310.3K
Paragon Capital Management LtdCOM2.6K shheld$287.9K
Paladin Partners, LLCStock2.5K shheld$278.8K
ROCKLAND TRUST COCOM2.2K shheld$251.1K
Acropolis Investment Management, LLCCOM2.2K shtrimmed$248.4K
Balefire, LLCCOM2.1K shtrimmed$232.5K
BOS Asset Management, LLCCOM1.9K shheld$211.3K
Lincoln Capital LLCCOM1.8K sh—$207.1K
CoreCap Advisors, LLCStock1.7K shadded$188.1K
TOMPKINS FINANCIAL CORPCOM650 shheld$72.8K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock453 shtrimmed$50.7K
AMERICAN NATIONAL BANK & TRUSTCOM406 shtrimmed$45.5K
TOTH FINANCIAL ADVISORY CORPCOM365 shheld$40.9K
VALLEY WEALTH MANAGERS, INC.Stock300 shheld$33.6K
Grove Bank & TrustCOM236 shheld$26.4K
ELEVATION WEALTH PARTNERS, LLCCOM189 shadded$21.2K
Marquette Asset Management, LLCCOM188 shheld$21K
EASTERN BANKCOM188 shheld$21K
Rosenberg Matthew HamiltonStock150 shheld$16.8K
ATWOOD & PALMER INCCOM100 shheld$11.2K
FIRST COMMUNITY TRUST NACOM100 shheld$11.2K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM100 sh—$11.2K
Davis Capital ManagementStock54 shtrimmed$6K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on PFG

Company overviewEverything on PFG in one place, with the price.SEC filingsWhat PFG's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat PFG's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold PFG, and how big a bet.LobbyingWhat PFG spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on PFG's account, and who they worked for.PatentsWhat PFG is filing at the patent office.

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