Principal Financial Group
909 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2026 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 351 increasing their positions, 262 reducing their positions, and 79 closing their positions.
46% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 79
34% more repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 262
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more call options, than puts
Call options by funds: $9.91M | Put options by funds: $8.55M
7% more capital invested
Capital invested by funds: $14.2B → $15.1B (+$960M)
5.34% more ownership
Funds ownership: 72.2% → 77.54% (+5.3%)
2% more funds holding
Funds holding: 892 → 909 (+17)
Top Buyers
Top Sellers
| 1 |
Marshall Wace
London,
United Kingdom
|
-$57.6M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$53.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$49.5M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$40.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$38.6M |
PFG Hedge Fund Activity: Q1 2026 in Review
909 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2026, worth a combined $15.1B — up 6.8% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new PFG positions and 79 closed out — a net gain of 36 holders — while 351 added to existing stakes and 262 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $551M. The largest seller was Marshall Wace, cutting an estimated $57.6M.
- 909 institutional investors held Principal Financial Group (PFG) as of Q1 2026, up from 892 in Q4 2025.
- Funds reported $15.1B of Principal Financial Group stock for Q1 2026, up 6.8% quarter-over-quarter.
- 115 funds opened new Principal Financial Group positions in Q1 2026 and 79 closed out, a net change of +36 holders.
- The largest Principal Financial Group buyer in Q1 2026 was Capital World Investors, an estimated $551M added.
- The largest Principal Financial Group seller in Q1 2026 was Marshall Wace, an estimated $57.6M sold.
Based on aggregated 13F filings for Q1 2026.