Principal Financial Group
961 hedge funds and large institutions have $18.4B invested in Principal Financial Group in 2026 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 393 increasing their positions, 273 reducing their positions, and 57 closing their positions.
98% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 57
44% more repeat investments, than reductions
Existing positions increased: 393 | Existing positions reduced: 273
21% more capital invested
Capital invested by funds: $15.2B → $18.4B (+$3.2B)
5% more funds holding
Funds holding: 914 → 961 (+47)
1.26% more ownership
Funds ownership: 77.74% → 78.99% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8% less call options, than puts
Call options by funds: $17.2M | Put options by funds: $18.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$58.7M |
| 2 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
+$41.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$41.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$39.7M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$197M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$41.9M |
| 3 |
BlackRock
New York
|
-$31.2M |
| 4 |
Amundi
Paris,
France
|
-$26M |
| 5 |
Two Sigma Investments
New York
|
-$25.8M |
PFG Hedge Fund Activity: Q2 2026 in Review
961 of the 8,348 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2026, worth a combined $18.4B — up 21% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new PFG positions and 57 closed out — a net gain of 56 holders — while 393 added to existing stakes and 273 trimmed.
The largest buyer was Charles Schwab, adding an estimated $58.7M. The largest seller was Bank of America, cutting an estimated $197M.
- 961 institutional investors held Principal Financial Group (PFG) as of Q2 2026, up from 914 in Q1 2026.
- Funds reported $18.4B of Principal Financial Group stock for Q2 2026, up 21% quarter-over-quarter.
- 113 funds opened new Principal Financial Group positions in Q2 2026 and 57 closed out, a net change of +56 holders.
- The largest Principal Financial Group buyer in Q2 2026 was Charles Schwab, an estimated $58.7M added.
- The largest Principal Financial Group seller in Q2 2026 was Bank of America, an estimated $197M sold.
Based on aggregated 13F filings for Q2 2026.