PFG icon

Principal Financial Group

808 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, 279 increasing their positions, 270 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
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
UCFA
401
United Capital Financial Advisors
Texas
$514K
GI
402
GAMMA Investing
California
$513K
RBC
403
Romano Brothers & Co
Illinois
$513K
Vontobel Holding
404
Vontobel Holding
Switzerland
$508K
CCM
405
Coldstream Capital Management
Washington
$508K
CIA
406
Capital Investment Advisors
Georgia
$507K
AWM
407
Apollon Wealth Management
South Carolina
$502K
PCIA
408
Prime Capital Investment Advisors
Kansas
$501K
CFO
409
Callan Family Office
Pennsylvania
$489K
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$485K
PAS
411
Park Avenue Securities
New York
$482K
FPAS
412
Focus Partners Advisor Solutions
Missouri
$480K
CWA
413
Centennial Wealth Advisory
Michigan
$478K
EAM
414
Erste Asset Management
Austria
$476K
ISB
415
Iowa State Bank
Iowa
$475K
MYLI
416
Meiji Yasuda Life Insurance
Japan
$472K
GCP
417
GSA Capital Partners
United Kingdom
$471K
Lido Advisors
418
Lido Advisors
California
$467K
PAM
419
Palisade Asset Management
Minnesota
$466K
Tudor Investment Corp
420
Tudor Investment Corp
Connecticut
$463K
AC
421
Apella Capital
Connecticut
$457K
MSA
422
MUFG Securities Americas
New York
$453K
CAMG
423
CWA Asset Management Group
Florida
$453K
NP
424
NorthRock Partners
Minnesota
$449K
HWM
425
HB Wealth Management
Georgia
$449K