PFG icon

Principal Financial Group

819 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, 284 increasing their positions, 274 reducing their positions, and 55 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: $13.2B → $13.2B (+$75.6M)

2.3% less ownership

Funds ownership: 73.89%71.59% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
819
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
CYG
651
Clean Yield Group
Vermont
$46.3K
FC
652
Financial Consulate
Maryland
$45.7K
SV
653
Stilwell Value
New York
$45.4K
PMFA
654
Plante Moran Financial Advisors
Michigan
$45.3K
DWS
655
Dynamic Wealth Strategies
California
$43.8K
WBC
656
Westpac Banking Corp
Australia
$42.4K
PFBT
657
Parkside Financial Bank & Trust
Missouri
$40.6K
NWM
658
Navigoe Wealth Management
California
$40K
JFGIW
659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.6K
FCT
660
First Community Trust
Iowa
$39.5K
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$38.9K
SIM
662
Sentry Investment Management
Wisconsin
$38K
FGA
663
Fortis Group Advisors
New Jersey
$38K
GWSG
664
GPS Wealth Strategies Group
Colorado
$37.3K
PAG
665
Paladin Advisory Group
Iowa
$37.2K
Group One Trading
666
Group One Trading
Illinois
$36.6K
BLC
667
Brown, Lisle/Cummings
Rhode Island
$35.1K
BTD
668
BankPlus Trust Department
Mississippi
$35K
AIM
669
Anchor Investment Management
South Carolina
$34.3K
FFO
670
Fortitude Family Office
Arizona
$33.7K
PWAM
671
Private Wealth Asset Management
Iowa
$33.4K
MWA
672
Miller Wealth Advisors
Colorado
$32.8K
MA
673
MCF Advisors
Kentucky
$32.7K
FIM
674
FWL Investment Management
Texas
$31.5K
CW
675
Curio Wealth
Maryland
$31.4K