Principal Financial Group
829 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 291 increasing their positions, 273 reducing their positions, and 54 closing their positions.
376% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $3.02M
56% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 54
2% more funds holding
Funds holding: 814 → 829 (+15)
7% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 273
1% more capital invested
Capital invested by funds: $13.2B → $13.3B (+$98.2M)
2.18% less ownership
Funds ownership: 73.97% → 71.79% (-2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$62.1M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$50.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$50.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$40.5M |
| 5 |
Goldman Sachs
New York
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$315M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$31M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$26.4M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$24.7M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$23.9M |
PFG Hedge Fund Activity: Q3 2025 in Review
829 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2025, worth a combined $13.3B — up 0.75% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new PFG positions and 54 closed out — a net gain of 30 holders — while 291 added to existing stakes and 273 trimmed.
The largest buyer was UBS Group, adding an estimated $62.1M. The largest seller was Bank of America, cutting an estimated $315M.
- 829 institutional investors held Principal Financial Group (PFG) as of Q3 2025, up from 814 in Q2 2025.
- Funds reported $13.3B of Principal Financial Group stock for Q3 2025, up 0.75% quarter-over-quarter.
- 84 funds opened new Principal Financial Group positions in Q3 2025 and 54 closed out, a net change of +30 holders.
- The largest Principal Financial Group buyer in Q3 2025 was UBS Group, an estimated $62.1M added.
- The largest Principal Financial Group seller in Q3 2025 was Bank of America, an estimated $315M sold.
Based on aggregated 13F filings for Q3 2025.