Principal Financial Group
PFG
893 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 335 increasing their positions, 257 reducing their positions, and 61 closing their positions.
674% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $1.83M
123% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 61
30% more repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 257
8% more funds holding
Funds holding: 829 → 893 (+64)
7% more capital invested
Capital invested by funds: $13.3B → $14.2B (+$914M)
0.39% more ownership
Funds ownership: 71.79% → 72.18% (+0.39%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$105M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$36.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$34M |
| 5 |
BlackRock
New York
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$280M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$89.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$76.6M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$58.2M |
| 5 |
SLAM
Swiss Life Asset Management
Zurich,
|
-$45.4M |
PFG Hedge Fund Activity: Q4 2025 in Review
893 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2025, worth a combined $14.2B — up 6.9% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new PFG positions and 61 closed out — a net gain of 75 holders — while 335 added to existing stakes and 257 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $105M. The largest seller was Victory Capital Management, cutting an estimated $280M.
- 893 institutional investors held Principal Financial Group (PFG) as of Q4 2025, up from 829 in Q3 2025.
- Funds reported $14.2B of Principal Financial Group stock for Q4 2025, up 6.9% quarter-over-quarter.
- 136 funds opened new Principal Financial Group positions in Q4 2025 and 61 closed out, a net change of +75 holders.
- The largest Principal Financial Group buyer in Q4 2025 was AQR Capital Management, an estimated $105M added.
- The largest Principal Financial Group seller in Q4 2025 was Victory Capital Management, an estimated $280M sold.
Based on aggregated 13F filings for Q4 2025.