Principal Financial Group
833 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 294 increasing their positions, 272 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
57% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 54
2% more funds holding
Funds holding: 817 → 833 (+16)
8% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 272
2.18% less ownership
Funds ownership: 73.98% → 71.8% (-2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
44% less capital inflows, than outflows
Capital inflows: $571M | Capital outflows: $1.03B
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
833 of the 7,653 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: 85 funds opened new PFG positions and 54 closed out — a net gain of 31 holders — while 294 added to existing stakes and 272 trimmed.
The largest buyer was UBS Group, adding an estimated $62.1M. The largest seller was Bank of America, cutting an estimated $315M.
- 833 institutional investors held Principal Financial Group (PFG) as of Q3 2025, up from 817 in Q2 2025.
- Funds reported $13.3B of Principal Financial Group stock for Q3 2025, up 0.75% quarter-over-quarter.
- 85 funds opened new Principal Financial Group positions in Q3 2025 and 54 closed out, a net change of +31 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.