PFG icon

Principal Financial Group

826 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $13.2B → $13.3B (+$97.8M)

2.18% less ownership

Funds ownership: 73.89%71.71% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
826
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.3M
Puts
$3.02M
Net Calls
Net Calls Change

Top Buyers

1 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
251
LECAP Asset Management
United Kingdom
$1.62M
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$1.61M
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$1.58M
US Bancorp
254
US Bancorp
Minnesota
$1.58M
FG
255
Foster Group
Iowa
$1.58M
Jones Financial Companies
256
Jones Financial Companies
Missouri
$1.54M
DF
257
Donoghue Forlines
Massachusetts
$1.54M
KCM
258
Kerusso Capital Management
North Carolina
$1.54M
OAC
259
OMERS Administration Corp
Ontario, Canada
$1.53M
AV
260
ASR Vermogensbeheer
Netherlands
$1.52M
SA
261
Sanctuary Advisors
Indiana
$1.48M
Public Employees Retirement Association of Colorado
262
Public Employees Retirement Association of Colorado
Colorado
$1.46M
HighTower Advisors
263
HighTower Advisors
Illinois
$1.44M
PS
264
Principal Securities
Iowa
$1.42M
IIM
265
INTECH Investment Management
Florida
$1.41M
NICM
266
Neo Ivy Capital Management
New York
$1.4M
CS
267
Candriam SCA
Luxembourg
$1.39M
CGH
268
Crossmark Global Holdings
Texas
$1.39M
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$1.38M
HT
270
Heritage Trust
Oklahoma
$1.37M
GCA
271
Greenwood Capital Associates
South Carolina
$1.37M
TRSOTSOK
272
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$1.35M
CL
274
Choreo LLC
Illinois
$1.34M
VIM
275
Vinva Investment Management
Australia
$1.31M