PFG icon

Principal Financial Group

814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 282 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $13.1B → $13.2B (+$82M)

2.26% less ownership

Funds ownership: 73.84%71.57% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
814
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
IPW
451
Impact Partnership Wealth
Georgia
$392K
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$391K
BEI
453
Benjamin Edwards Inc
Missouri
$387K
WPW
454
Waldron Private Wealth
Pennsylvania
$386K
AFCM
455
Applied Finance Capital Management
Puerto Rico
$381K
HCA
456
Harbor Capital Advisors
Illinois
$380K
QCM
457
QRG Capital Management
Illinois
$379K
RC
458
Rexford Capital
Texas
$378K
BOTPPF
459
Board of the Pension Protection Fund
United Kingdom
$373K
AWA
460
Arete Wealth Advisors
Illinois
$370K
TPA
461
Trivium Point Advisory
Connecticut
$364K
BFG
462
Beacon Financial Group
Texas
$359K
KF
463
Krilogy Financial
Missouri
$358K
MC
464
Machina Capital
France
$356K
SWP
465
Stratos Wealth Partners
Ohio
$354K
ATPW
466
Ashton Thomas Private Wealth
Arizona
$350K
AWA
467
Arkadios Wealth Advisors
Georgia
$350K
BCWM
468
Bartlett & Co Wealth Management
Ohio
$350K
LI
469
LifeWealth Investments
Florida
$350K
ACM
470
AlphaStar Capital Management
North Carolina
$348K
JGIA
471
Jackson Grant Investment Advisers
Connecticut
$331K
BCI
472
Brinker Capital Investments
Pennsylvania
$330K
AW
473
Alteri Wealth
California
$329K
SWP
474
Sagespring Wealth Partners
Tennessee
$328K
M&T Bank
475
M&T Bank
New York
$328K