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
BF
626
BOK Financial
Oklahoma
$65.6K
PTC
627
Private Trust Company
Ohio
$63.8K
HWA
628
Heartwood Wealth Advisors
Virginia
$63.2K
SC
629
Stephens Consulting
Michigan
$60.1K
HBW
630
Hazlett, Burt & Watson
West Virginia
$59K
GGI
631
Godsey & Gibb Inc
Virginia
$58K
WA
632
Whipplewood Advisors
Colorado
$58K
TF
633
Tompkins Financial
New York
$53.9K
CH
634
Cromwell Holdings
Wyoming
$53.2K
CHC
635
City Holding Co
West Virginia
$52.6K
BL
636
BFSG LLC
California
$51.6K
HWM
637
Hemington Wealth Management
Virginia
$50K
GSWM
638
Golden State Wealth Management
California
$49.4K
OL
639
OneFund LLC
Florida
$48.4K
OP
640
ORG Partners
Indiana
$48.3K
M
641
MOTCO
Texas
$48.2K
SIA
642
Sit Investment Associates
Minnesota
$48K
DMBA
643
Deseret Mutual Benefit Administrators
Utah
$47.8K
WAS
644
Winch Advisory Services
Wisconsin
$47.7K
LB
645
Legacy Bridge
Iowa
$47.3K
WAM
646
WFA Asset Management
Wisconsin
$47.1K
NEWAS
647
N.E.W. Advisory Services
Wisconsin
$46.4K
CYG
648
Clean Yield Group
Vermont
$46.3K
FC
649
Financial Consulate
Maryland
$45.7K
SV
650
Stilwell Value
New York
$45.4K