# PRINCIPAL FINANCIAL GROUP IN (PFG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PFG/

- Reporting holders: 37
- Reported value: $36.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $24.2M | 220,590 | 1.1% | 32 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $2.0M | 18,292 | 0.4% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 17,645 | 0.0% | 16 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $1.2M | 10,336 | 0.4% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.1M | 10,141 | 0.0% | 12 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $760.2K | 6,790 | 0.1% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $711.6K | 6,544 | 0.0% | 6 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $704.7K | 6,294 | 0.0% | 23 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $379.3K | 3,388 | 0.2% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $358.2K | 3,200 | 0.0% | 6 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $326.4K | 2,974 | 0.0% | 11 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $310.3K | 2,765 | 0.1% | 3 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $287.9K | 2,572 | 0.1% | 4 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $278.8K | 2,490 | 0.2% | 2 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $251.1K | 2,243 | 0.0% | 32 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $248.4K | 2,219 | 0.0% | 4 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $232.5K | 2,077 | 0.0% | 14 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $211.3K | 1,887 | 0.0% | 2 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $207.1K | 1,845 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $188.1K | 1,680 | 0.0% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $147.5K | 1,317 | 0.0% | 27 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $72.8K | 650 | 0.0% | 7 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $50.7K | 453 | 0.0% | 23 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $45.5K | 406 | 0.0% | 6 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $40.9K | 365 | 0.0% | 26 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 37 | $36.6M |
| Q2 2026 | 961 | $20.3B |
| Q1 2026 | 911 | $15.3B |
| Q4 2025 | 895 | $14.3B |
| Q3 2025 | 829 | $13.4B |
| Q2 2025 | 818 | $13.3B |
| Q1 2025 | 845 | $14.2B |
| Q4 2024 | 791 | $13.5B |
| Q3 2024 | 790 | $14.4B |
| Q2 2024 | 797 | $13.2B |
| Q1 2024 | 765 | $15.1B |
| Q4 2023 | 759 | $13.5B |