PFG icon

Principal Financial Group

813 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
Holders
813
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
FP
701
Financial Perspectives
Minnesota
$19.7K
GBT
702
Grove Bank & Trust
Florida
$19.6K
CT
703
Caldwell Trust
Florida
$19.5K
VNA
704
Valley National Advisers
Pennsylvania
$19K
GKIM
705
GW&K Investment Management
Massachusetts
$19K
CTB
706
Country Trust Bank
Illinois
$18.3K
SA
707
SRH Advisors
Kansas
$17.5K
DIP
708
DT Investment Partners
Pennsylvania
$17.4K
FFA
709
Frazier Financial Advisors
Ohio
$17.2K
TCOT
710
Trust Company of Toledo
Ohio
$16.6K
KTC
711
Kentucky Trust Company
Kentucky
$16.6K
NECFA
712
New England Capital Financial Advisors
Connecticut
$16.6K
ST
713
Smithfield Trust
Pennsylvania
$16K
NS
714
NBC Securities
Alabama
$15.8K
ABWM
715
Alpine Bank Wealth Management
Colorado
$15.7K
SS
716
SBI Securities
Japan
$15.3K
IRC
717
Investors Research Corp
Georgia
$14.3K
SWP
718
Strategic Wealth Partners
Ohio
$14.3K
TFG
719
Team Financial Group
California
$14.3K
SWM
720
Spire Wealth Management
Virginia
$14.3K
BGAI
721
Bruce G. Allen Investments
Colorado
$14.1K
HWA
722
HHM Wealth Advisors
Tennessee
$14K
MAM
723
Marquette Asset Management
Minnesota
$13.9K
SIC
724
SJS Investment Consulting
Ohio
$13.8K
ADL
725
Asset Dedication LLC
California
$13.3K