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
BIA
676
Bell Investment Advisors
California
$27.2K
CFB
677
Cullen/Frost Bankers
Texas
$26.2K
AF
678
Advisornet Financial
Minnesota
$26K
CWP
679
Concord Wealth Partners
Virginia
$25.7K
BWL
680
Bogart Wealth LLC
Virginia
$25.1K
NAAA
681
New Age Alpha Advisors
New York
$25K
OSNBOA
682
Old Second National Bank of Aurora
Illinois
$24.9K
FPF
683
First Pacific Financial
Washington
$24.7K
UCB
684
United Community Bank
South Carolina
$24K
HFS
685
Horizon Financial Services
North Carolina
$23.9K
PK
686
Pflug Koory
Nebraska
$23.6K
YP
687
YANKCOM Partnership
South Dakota
$23.4K
NSIM
688
North Star Investment Management
Illinois
$23K
HRC
689
Hoertkorn Richard Charles
$22.6K
TWD
690
True Wealth Design
Ohio
$22.6K
SL
691
Salomon & Ludwin
Virginia
$22.2K
CFFP
692
Center for Financial Planning
Michigan
$21.9K
KFI
693
Key Financial Inc
Pennsylvania
$21K
FHC
694
First Horizon Corporation
Tennessee
$19.9K
DJSG
695
D.J. St. Germain
Massachusetts
$19.8K
FP
696
Financial Perspectives
Minnesota
$19.7K
GBT
697
Grove Bank & Trust
Florida
$19.6K
CT
698
Caldwell Trust
Florida
$19.5K
VNA
699
Valley National Advisers
Pennsylvania
$19K
GKIM
700
GW&K Investment Management
Massachusetts
$19K