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
Prudential Financial
101
Prudential Financial
New Jersey
$10.6M
MIF
102
Mediolanum International Funds
Ireland
$10.5M
TD Asset Management
103
TD Asset Management
Ontario, Canada
$10.3M
LPL Financial
104
LPL Financial
California
$9.85M
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.84M
GIM
106
Goelzer Investment Management
Indiana
$9.63M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.37M
Franklin Resources
108
Franklin Resources
California
$9.34M
CIM
109
Cambria Investment Management
California
$9.25M
X
110
Xponance
Pennsylvania
$9M
IMRF
111
Illinois Municipal Retirement Fund
Illinois
$8.98M
DB
112
Danske Bank
Denmark
$8.91M
APG Asset Management
113
APG Asset Management
Netherlands
$8.9M
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$8.75M
ANTB
115
AMG National Trust Bank
Colorado
$8.72M
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$8.58M
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$8.28M
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$8.24M
Holocene Advisors
119
Holocene Advisors
New York
$8.01M
Asset Management One
120
Asset Management One
Japan
$7.94M
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$7.84M
EGM
122
Engineers Gate Manager
New York
$7.81M
Acadian Asset Management
123
Acadian Asset Management
Massachusetts
$7.63M
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$7.34M
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$7.33M