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
SPIA
376
Steward Partners Investment Advisory
New York
$632K
I
377
InceptionR
California
$629K
PT
378
Plimoth Trust
Massachusetts
$626K
FFM
379
Forum Financial Management
Illinois
$625K
GPW
380
Gentry Private Wealth
Kansas
$616K
TMAM
381
Tokio Marine Asset Management
Japan
$615K
PA
382
Pinnacle Associates
New York
$603K
SC
383
Syon Capital
California
$603K
DA
384
Denali Advisors
California
$599K
MAS
385
Meeder Advisory Services
Ohio
$596K
AC
386
Allstate Corporation
Illinois
$596K
MGP
387
Metis Global Partners
California
$594K
MAG
388
Mokosak Advisory Group
Iowa
$593K
JCM
389
Jacobi Capital Management
Pennsylvania
$590K
ETC
390
Exchange Traded Concepts
Oklahoma
$588K
HI
391
Horizon Investments
North Carolina
$586K
HH
392
Hilltop Holdings
Texas
$582K
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$581K
DZ Bank
394
DZ Bank
Germany
$580K
CAM
395
Carret Asset Management
New York
$576K
JWCA
396
J.W. Cole Advisors
Florida
$574K
VI
397
Vestcor Inc
New Brunswick, Canada
$567K
TSS
398
Two Sigma Securities
New York
$563K
LSA
399
Lion Street Advisors
Texas
$557K
PCG
400
Prosperity Consulting Group
Maryland
$547K