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
GGI
626
Godsey & Gibb Inc
Virginia
$58K
WA
627
Whipplewood Advisors
Colorado
$58K
TF
628
Tompkins Financial
New York
$53.9K
CH
629
Cromwell Holdings
Wyoming
$53.2K
CHC
630
City Holding Co
West Virginia
$52.6K
BL
631
BFSG LLC
California
$51.6K
HWM
632
Hemington Wealth Management
Virginia
$50K
GSWM
633
Golden State Wealth Management
California
$49.4K
OL
634
OneFund LLC
Florida
$48.4K
OP
635
ORG Partners
Indiana
$48.3K
M
636
MOTCO
Texas
$48.2K
SIA
637
Sit Investment Associates
Minnesota
$48K
DMBA
638
Deseret Mutual Benefit Administrators
Utah
$47.8K
WAS
639
Winch Advisory Services
Wisconsin
$47.7K
LB
640
Legacy Bridge
Iowa
$47.3K
WAM
641
WFA Asset Management
Wisconsin
$47.1K
NEWAS
642
N.E.W. Advisory Services
Wisconsin
$46.4K
CYG
643
Clean Yield Group
Vermont
$46.3K
FC
644
Financial Consulate
Maryland
$45.7K
SV
645
Stilwell Value
New York
$45.4K
PMFA
646
Plante Moran Financial Advisors
Michigan
$45.3K
DWS
647
Dynamic Wealth Strategies
California
$43.8K
WBC
648
Westpac Banking Corp
Australia
$42.4K
PFBT
649
Parkside Financial Bank & Trust
Missouri
$40.6K
NWM
650
Navigoe Wealth Management
California
$40K