38 institutions reported holding $51.6M of PRINCIPAL FINANCIAL GROUP IN (PFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUST POINT INC. ($25.7M), DMKC Advisory Services, LLC ($7.9M), Czech National Bank ($6.0M), Foster Group, Inc. ($2.1M), PensionDanmark Pensionsforsikringsaktieselskab ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRUST POINT INC. | $25.7M | 238,017 | Trimmed |
| 2 | DMKC Advisory Services, LLC | $7.9M | 72,847 | Added |
| 3 | Czech National Bank | $6.0M | 55,952 | Added |
| 4 | Foster Group, Inc. | $2.1M | 19,715 | Added |
| 5 | PensionDanmark Pensionsforsikringsaktieselskab | $1.7M | 16,135 | New |
| 6 | Martin Capital Partners, LLC | $1.2M | 10,711 | Trimmed |
| 7 | GAMMA Investing LLC | $1.0M | 9,585 | Added |
| 8 | Assenagon Asset Management S.A. | $663,063 | 6,152 | Trimmed |
| 9 | Hilltop National Bank | $646,680 | 6,000 | Trimmed |
| 10 | Apella Capital, LLC | $604,834 | 5,358 | Added |
| 11 | First Citizens Financial Corp | $365,159 | 3,388 | Trimmed |
| 12 | Valeo Financial Advisors, LLC | $343,044 | 3,183 | Added |
| 13 | Chesley Taft & Associates LLC | $337,343 | 3,130 | Trimmed |
| 14 | Central Pacific Bank - Trust Division | $331,639 | 3,077 | Trimmed |
| 15 | OFS Enterprise LLC | $305,451 | 2,834 | Added |
| 16 | CX Institutional | $303,000 | 2,808 | Added |
| 17 | Westmount Partners, LLC | $285,401 | 2,648 | Hold |
| 18 | 180 WEALTH ADVISORS, LLC | $279,213 | 2,591 | Trimmed |
| 19 | Balefire, LLC | $267,726 | 2,484 | Trimmed |
| 20 | ROCKLAND TRUST CO | $241,751 | 2,243 | Trimmed |
| 21 | INTEGRAL INVESTMENT ADVISORS, INC. | $221,488 | 2,055 | New |
| 22 | HARBOR INVESTMENT ADVISORY, LLC | $183,657 | 1,704 | Hold |
| 23 | CoreCap Advisors, LLC | $172,596 | 1,601 | Added |
| 24 | West Financial Advisors, LLC | $162,856 | 1,511 | Trimmed |
| 25 | Versant Capital Management, Inc | $139,360 | 1,293 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30