PFG icon

Principal Financial Group

828 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.

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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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: 54 (-1)

Holders
828
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 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$2.74M
202
$2.73M
203
$2.71M
204
$2.68M
205
$2.67M
206
$2.65M
207
$2.65M
208
$2.61M
209
$2.55M
210
$2.54M
211
$2.51M
212
$2.5M
213
$2.48M
214
$2.47M
215
$2.38M
216
$2.36M
217
$2.35M
218
$2.3M
219
$2.29M
220
$2.25M
221
$2.25M
222
$2.25M
223
$2.22M
224
$2.2M
225
$2.16M