PRINCIPAL FINANCIAL GROUP INC (PFG) — Institutional Holders, Q2 2026 (page 5)
963 institutional investment managers reported a PFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFG 13F holders ranked 401–500 of 963
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Equitable#401 · 7,859 sh | 7,859 | $847.0K | <0.01% | -5.7% |
| 402 | Wolff Financial Management#402 · 7,815 sh | 7,815 | $842.3K | — | 0.0% |
| 403 | Centennial Wealth Advisory#403 · 7,806 sh | 7,806 | $841.4K | — | +7.6% |
| 404 | MUFG Securities EMEA plc#404 · 7,747 sh | 7,747 | $835.0K | <0.01% | -84.8% |
| 405 | Vivid Wealth Management#405 · 7,626 sh | 7,626 | $821.9K | 0.29% | 0.0% |
| 406 | IFP Advisors#406 · 7,576 sh | 7,576 | $816.5K | — | -6.9% |
| 407 | MGO ONE SEVEN#407 · 7,533 sh | 7,533 | $811.9K | 0.01% | +50.5% |
| 408 | Apollon Wealth Management#408 · 7,339 sh | 7,339 | $791.0K | — | +23.2% |
| 409 | KESTRA PRIVATE WEALTH SERVICES#409 · 7,298 sh | 7,298 | $786.6K | <0.01% | -5.0% |
| 410 | First Bank#410 · 7,216 sh | 7,216 | $777.7K | — | +216.2% |
| 411 | WEALTH ALLIANCE#411 · 7,091 sh | 7,091 | $764.3K | 0.06% | +28.0% |
| 412 | Mokosak Advisory Group#412 · 7,052 sh | 7,052 | $760.1K | — | +0.7% |
| 413 | KEYBANK NATIONAL ASSOCIATION#413 · 7,048 sh | 7,048 | $759.6K | <0.01% | +2.1% |
| 414 | Blackhawk Capital Partners#414 · 7,018 sh | 7,018 | $756.4K | 0.25% | +72.9% |
| 415 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#415 · 7,000 sh | 7,000 | $754.5K | <0.01% | -10.4% |
| 416 | OmniStar Financial Group#416 · 6,989 sh | 6,989 | $753.3K | — | +7.5% |
| 417 | J.W. COLE ADVISORS#417 · 6,909 sh | 6,909 | $744.7K | 0.01% | +0.4% |
| 418 | Vestcor#418 · 6,839 sh | 6,839 | $737.0K | 0.02% | 0.0% |
| 419 | REGIONS FINANCIAL#419 · 6,746 sh | 6,746 | $727.1K | <0.01% | +0.3% |
| 420 | PLIMOTH#420 · 6,727 sh | 6,727 | $725.0K | — | -9.0% |
| 421 | UMB Bank, n.a.#421 · 6,638 sh | 6,638 | $715.4K | <0.01% | -1.1% |
| 422 | Callan Family Office#422 · 6,624 sh | 6,624 | $713.9K | 0.01% | +2.2% |
| 423 | HARBOUR INVESTMENTS#423 · 6,584 sh | 6,584 | $709.6K | <0.01% | -2.9% |
| 424 | Obermeyer Wealth Partners#424 · 6,534 sh | 6,534 | $704.2K | — | -0.9% |
| 425 | North Dakota State Investment Board#425 · 6,471 sh | 6,471 | $697.4K | 0.03% | +2.9% |
| 426 | E. Ohman J:or Asset Management AB#426 · 6,450 sh | 6,450 | $695.2K | — | 0.0% |
| 427 | Jacobi Capital Management#427 · 6,438 sh | 6,438 | $693.9K | 0.03% | -2.3% |
| 428 | Virtu Financial#428 · 6,431 sh | 6,431 | $693.0K | 0.02% | New |
| 429 | GREENLEAF#429 · 6,411 sh | 6,411 | $691.0K | <0.01% | -3.6% |
| 430 | Envestnet Portfolio Solutions#430 · 6,377 sh | 6,377 | $687.3K | <0.01% | +8.4% |
| 431 | Concurrent Investment Advisors#431 · 6,326 sh | 6,326 | $681.8K | — | +10.0% |
| 432 | TOBAM#432 · 6,322 sh | 6,322 | $681.0K | 0.17% | +11.1% |
| 433 | Prime Capital Investment Advisors#433 · 6,308 sh | 6,308 | $679.9K | — | +6.1% |
| 434 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#434 · 6,302 sh | 6,302 | $679.2K | <0.01% | -0.4% |
| 435 | CARRET ASSET MANAGEMENT#435 · 6,298 sh | 6,298 | $678.8K | 0.06% | -9.4% |
| 436 | Venture Visionary Partners#436 · 6,292 sh | 6,292 | $678.2K | — | +0.1% |
| 437 | Smartleaf Asset Management#437 · 6,246 sh | 6,246 | $677.8K | 0.02% | 0.0% |
| 438 | ExodusPoint Capital Management#438 · 6,269 sh | 6,269 | $675.7K | <0.01% | New |
| 439 | JOHNSON INVESTMENT COUNSEL#439 · 6,189 sh | 6,189 | $667.0K | <0.01% | +0.1% |
| 440 | ROMANO BROTHERS AND COMPANY#440 · 6,185 sh | 6,185 | $666.6K | — | 0.0% |
| 441 | Assenagon Asset Management S.A.#441 · 6,152 sh | 6,152 | $663.1K | — | -94.2% |
| 442 | Vise Technologies#442 · 6,132 sh | 6,132 | $660.9K | <0.01% | +35.0% |
| 443 | Kingsview Wealth Management#443 · 6,101 sh | 6,101 | $657.6K | <0.01% | +17.6% |
| 444 | Hilltop National Bank#444 · 6,000 sh | 6,000 | $646.7K | — | -4.7% |
| 445 | National Wealth Management Group#445 · 5,973 sh | 5,973 | $643.8K | — | -18.7% |
| 446 | COLDSTREAM CAPITAL MANAGEMENT#446 · 5,958 sh | 5,958 | $642.2K | <0.01% | -7.7% |
| 447 | BROWN BROTHERS HARRIMAN#447 · 5,934 sh | 5,934 | $639.6K | <0.01% | +47.8% |
| 448 | MUFG SECURITIES AMERICAS#448 · 5,921 sh | 5,921 | $638.2K | 0.03% | +8.2% |
| 449 | Global Retirement Partners#449 · 5,888 sh | 5,888 | $634.6K | <0.01% | — |
| 450 | Capital Investment Advisors#450 · 5,875 sh | 5,875 | $633.2K | — | New |
| 451 | Ballentine Partners#451 · 5,823 sh | 5,823 | $627.6K | <0.01% | +112.1% |
| 452 | REUTER JAMES WEALTH MANAGEMENT#452 · 5,760 sh | 5,760 | $620.8K | — | +41.6% |
| 453 | QRG CAPITAL MANAGEMENT#453 · 5,756 sh | 5,756 | $620.4K | <0.01% | +12.5% |
| 454 | TEMA ETFS#454 · 5,716 sh | 5,716 | $616.1K | — | +8.2% |
| 455 | Kentucky Retirement Systems Insurance Fund#455 · 5,701 sh | 5,701 | $614.5K | 0.04% | -2.4% |
| 456 | Palisade Asset Management#456 · 5,637 sh | 5,637 | $607.6K | 0.06% | 0.0% |
| 457 | Focus Financial Network#457 · 5,613 sh | 5,613 | $605.0K | — | +2.0% |
| 458 | Apella Capital#458 · 5,358 sh | 5,358 | $604.8K | — | +1.1% |
| 459 | GENTRY PRIVATE WEALTH#459 · 5,608 sh | 5,608 | $604.4K | 0.31% | -2.7% |
| 460 | SAGESPRING WEALTH PARTNERS#460 · 5,601 sh | 5,601 | $603.7K | — | +10.5% |
| 461 | FOX RUN MANAGEMENT, L.L.C.#461 · 5,589 sh | 5,589 | $602.4K | 0.10% | New |
| 462 | SECURIAN ASSET MANAGEMENT#462 · 5,236 sh | 5,236 | $596.6K | 0.02% | -1.9% |
| 463 | Iowa State Bank#463 · 5,477 sh | 5,477 | $590.3K | — | -0.5% |
| 464 | LVW Advisors#464 · 5,473 sh | 5,473 | $589.9K | — | +14.7% |
| 465 | CWA Asset Management Group#465 · 5,329 sh | 5,329 | $574.4K | — | +1.3% |
| 466 | Weiss Asset Management#466 · 5,321 sh | 5,321 | $573.5K | <0.01% | New |
| 467 | Waldron Private Wealth#467 · 5,264 sh | 5,264 | $567.4K | 0.02% | +1.2% |
| 468 | Aprio Wealth Management#468 · 5,240 sh | 5,240 | $564.8K | 0.03% | +2.0% |
| 469 | RITHOLTZ WEALTH MANAGEMENT#469 · 5,228 sh | 5,228 | $563.5K | <0.01% | +27.8% |
| 470 | Arkadios Wealth Advisors#470 · 5,214 sh | 5,214 | $561.9K | <0.01% | -18.3% |
| 471 | Benin Management#471 · 5,200 sh | 5,200 | $560.5K | — | 0.0% |
| 472 | Canada Post Registered Pension Plan#472 · 5,046 sh | 5,046 | $543.9K | 0.02% | 0.0% |
| 473 | EVERGREEN CAPITAL MANAGEMENT#473 · 5,025 sh | 5,025 | $541.6K | — | +55.7% |
| 474 | Stratos Wealth Partners, LTD.#474 · 4,997 sh | 4,997 | $538.6K | <0.01% | +3.2% |
| 475 | PRUDENTIAL PLC#475 · 4,995 sh | 4,995 | $538.4K | <0.01% | 0.0% |
| 476 | IHT Wealth Management#476 · 4,955 sh | 4,955 | $534.0K | 0.01% | -2.8% |
| 477 | Steward Partners Investment Advisory#477 · 4,927 sh | 4,927 | $531.0K | <0.01% | -26.1% |
| 478 | AlphaStar Capital Management#478 · 4,913 sh | 4,913 | $529.5K | — | +8.2% |
| 479 | Schonfeld Strategic Advisors#479 · 4,887 sh | 4,887 | $526.7K | <0.01% | New |
| 480 | Metis Global Partners#480 · 4,886 sh | 4,886 | $526.6K | 0.01% | -51.9% |
| 481 | Sompo Asset Management , Ltd.#481 · 4,880 sh | 4,880 | $526.0K | 0.09% | +15.1% |
| 482 | OPPENHEIMER#482 · 4,788 sh | 4,788 | $516.1K | — | -55.3% |
| 483 | TWIN CAPITAL MANAGEMENT#483 · 4,779 sh | 4,779 | $515.1K | 0.06% | +0.1% |
| 484 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#484 · 4,712 sh | 4,712 | $507.9K | <0.01% | +3.9% |
| 485 | BI Asset Management Fondsmaeglerselskab A/S#485 · 4,704 sh | 4,704 | $507.0K | — | -57.4% |
| 486 | Meiji Yasuda Asset Management Ltd.#486 · 4,688 sh | 4,688 | $505.3K | 0.02% | -0.6% |
| 487 | BALYASNY ASSET MANAGEMENT L.P.#487 · 4,640 sh | 4,640 | $500.1K | <0.01% | +57.1% |
| 488 | Krilogy Financial#488 · 4,628 sh | 4,628 | $498.8K | — | -5.9% |
| 489 | Kepler Cheuvreux (Suisse) SA#489 · 4,604 sh | 4,604 | $496.2K | — | -58.3% |
| 490 | ROTHSCHILD INVESTMENT#490 · 4,603 sh | 4,603 | $496.1K | 0.02% | +1.3% |
| 491 | REXFORD CAPITAL#491 · 4,556 sh | 4,556 | $491.0K | 0.30% | 0.0% |
| 492 | Premier Path Wealth Partners#492 · 4,539 sh | 4,539 | $489.2K | — | +1.9% |
| 493 | INTEGRITY ALLIANCE#493 · 4,477 sh | 4,477 | $482.6K | 0.02% | -58.9% |
| 494 | HANCOCK WHITNEY#494 · 4,476 sh | 4,476 | $482.4K | <0.01% | -1.2% |
| 495 | Argentarii#495 · 4,254 sh | 4,254 | $480.8K | 0.14% | +0.1% |
| 496 | Perigon Wealth Management#496 · 4,457 sh | 4,457 | $480.3K | — | +4.5% |
| 497 | Bull Harbor Capital#497 · 4,382 sh | 4,382 | $472.3K | 0.09% | +3.8% |
| 498 | Perpetual Ltd#498 · 4,364 sh | 4,364 | $470.4K | — | +0.6% |
| 499 | BEACON FINANCIAL GROUP#499 · 4,356 sh | 4,356 | $469.4K | — | -2.1% |
| 500 | CITY NATIONAL BANK OF FLORIDA#500 · 4,276 sh | 4,276 | $460.9K | 0.19% | +6.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.