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
OWA
501
One Wealth Advisors
California
$296K
GAM
502
Gotham Asset Management
New York
$294K
FCFC
503
First Citizens Financial Corp
Iowa
$289K
FFP
504
FourThought Financial Partners
Florida
$289K
ACA
505
Aptus Capital Advisors
Alabama
$286K
ATC
506
Argent Trust Co
Tennessee
$284K
CIA
507
Concurrent Investment Advisors
Florida
$284K
ECM
508
ExodusPoint Capital Management
New York
$283K
RIL
509
Rothschild Investment LLC
Illinois
$280K
AFWM
510
Abich Financial Wealth Management
Virginia
$279K
FIA
511
Foundations Investment Advisors
Arizona
$278K
CAG
512
Csenge Advisory Group
Florida
$278K
KNFPWM
513
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$276K
DWP
514
Daymark Wealth Partners
Ohio
$274K
CPBTD
515
Central Pacific Bank - Trust Division
Hawaii
$274K
CTA
516
Chesley Taft & Associates
Illinois
$271K
Brown Advisory
517
Brown Advisory
Maryland
$271K
RIA
518
Regal Investment Advisors
Michigan
$271K
LSPW
519
Lake Street Private Wealth
Illinois
$270K
JIC
520
Johnson Investment Counsel
Ohio
$268K
VT
521
Vise Technologies
New York
$265K
KeyBank National Association
522
KeyBank National Association
Ohio
$264K
SI
523
Seeds Investor
New York
$261K
1WA
524
180 Wealth Advisors
Washington
$260K
GWMR
525
GC Wealth Management RIA
Massachusetts
$257K