PFG icon

Principal Financial Group

819 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 284 increasing their positions, 274 reducing their positions, and 55 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $13.2B → $13.2B (+$75.6M)

2.3% less ownership

Funds ownership: 73.89%71.59% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
819
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 +$64.4M
2 +$52.8M
3 +$52.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$41.7M
5
Goldman Sachs
Goldman Sachs
New York
+$35.9M

Top Sellers

1 -$327M
2 -$32.2M
3 -$27.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$25.7M
5
UBS AM
UBS AM
Illinois
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
326
Ascent Group
Virginia
$857K
EF
327
Empowered Funds
Pennsylvania
$857K
TAP
328
Tounjian Advisory Partners
Florida
$855K
PEA
329
Park Edge Advisors
Ohio
$849K
QCG
330
Quadrant Capital Group
Ohio
$843K
Verition Fund Management
331
Verition Fund Management
Connecticut
$833K
Bessemer Group
332
Bessemer Group
New Jersey
$824K
SAM
333
Securian Asset Management
Minnesota
$808K
A
334
AlphaQuest
New York
$807K
ECM
335
Everence Capital Management
Indiana
$793K
IG
336
ING Group
Netherlands
$792K
BW
337
Basepoint Wealth
Iowa
$789K
SDIC
338
South Dakota Investment Council
South Dakota
$781K
HAG
339
HighPoint Advisor Group
Illinois
$778K
NMERB
340
New Mexico Educational Retirement Board
New Mexico
$776K
HIC
341
Holderness Investments Company
North Carolina
$767K
SFA
342
Sequoia Financial Advisors
Ohio
$759K
WA
343
Waverly Advisors
Alabama
$751K
CG
344
Caprock Group
Idaho
$747K
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$746K
JFG
346
Jefferies Financial Group
New York
$746K
Allspring Global Investments
347
Allspring Global Investments
North Carolina
$745K
KWM
348
Kingsview Wealth Management
Oregon
$739K
APWM
349
Argonautica Private Wealth Management
Massachusetts
$726K
AFP
350
Ausdal Financial Partners
Iowa
$724K