Principal Financial Group
912 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 352 increasing their positions, 263 reducing their positions, and 79 closing their positions.
47% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 79
34% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 263
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more call options, than puts
Call options by funds: $9.91M | Put options by funds: $8.55M
7% more capital invested
Capital invested by funds: $14.2B → $15.1B (+$964M)
5.36% more ownership
Funds ownership: 72.18% → 77.55% (+5.4%)
2% more funds holding
Funds holding: 893 → 912 (+19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$551M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$409M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$51.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$38.4M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$57.6M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$53.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$49.5M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$40.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$38.6M |
PFG Hedge Fund Activity: Q1 2026 in Review
912 institutional investors reported a position in Principal Financial Group (PFG) for Q1 2026, worth a combined $15.1B — up 6.8% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new PFG positions and 79 closed out — a net gain of 37 holders — while 352 added to existing stakes and 263 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $551M. The largest seller was Marshall Wace, cutting an estimated $57.6M.
- 912 institutional investors held Principal Financial Group (PFG) as of Q1 2026, up from 893 in Q4 2025.
- Funds reported $15.1B of Principal Financial Group stock for Q1 2026, up 6.8% quarter-over-quarter.
- 116 funds opened new Principal Financial Group positions in Q1 2026 and 79 closed out, a net change of +37 holders.
- The largest Principal Financial Group buyer in Q1 2026 was Capital World Investors, an estimated $551M added.
- The largest Principal Financial Group seller in Q1 2026 was Marshall Wace, an estimated $57.6M sold.
Based on aggregated 13F filings for Q1 2026.