PRINCIPAL FINANCIAL GROUP IN (PFG): Institutional Ownership
Hedge funds and institutional managers reporting a position in PFG · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
20
13F filers
Aggregate Value
$129.9M
Across holders
Last Price
$107.75
2026-06-26
Sector
Financials
GICS
Holder activity8 new4 added8 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 459K | $40.5M | 31.2% | 0.0% | New | — | Q4 2025 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 305K | $27.5M | 21.1% | 0.0% | Added | +$3.8M | Q1 2026 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 221K | $19.9M | 15.3% | 0.1% | Reduced | $-22.9M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 178K | $16.1M | 12.4% | 0.0% | Added | +$15.3M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 56K | $4.9M | 3.8% | 0.0% | New | — | Q4 2025 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 52K | $4.7M | 3.6% | 0.0% | Reduced | $-43.7M | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 39K | $3.5M | 2.7% | 0.0% | New | — | Q4 2025 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 28K | $2.5M | 1.9% | 0.0% | New | — | Q4 2025 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 19K | $1.7M | 1.3% | 0.0% | Reduced | $-4.0M | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 18K | $1.6M | 1.3% | 0.0% | Reduced | $-844K | Q1 2026 |
| Eisler Capital (UK) Ltd. CIK 0001849486 | Hedge Fund | 18K | $1.4M | 1.1% | 0.0% | New | — | Q4 2023 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 14K | $1.2M | 1.0% | 0.0% | New | — | Q4 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 13K | $1.2M | 0.9% | 0.0% | Added | +$342K | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 10K | $910K | 0.7% | 0.0% | Added | +$571K | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 10K | $903K | 0.7% | 0.0% | Reduced | $-3.5M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 6K | $463K | 0.4% | 0.0% | New | — | Q3 2025 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 4K | $385K | 0.3% | 0.0% | New | — | Q4 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 3K | $266K | 0.2% | 0.0% | Reduced | $-4K | Q1 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 2K | $189K | 0.1% | 0.0% | Reduced | $-126K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 858 | $77K | 0.1% | 0.0% | Reduced | $-733K | Q1 2026 |
New
Hedge Fund
$40.5M· 31.2% of total· 0.0% port· 459K sh· — QoQ· Q4 2025
Added
Hedge Fund
$27.5M· 21.1% of total· 0.0% port· 305K sh· +$3.8M QoQ· Q1 2026
Reduced
Hedge Fund
$19.9M· 15.3% of total· 0.1% port· 221K sh· $-22.9M QoQ· Q1 2026
Added
Hedge Fund
$16.1M· 12.4% of total· 0.0% port· 178K sh· +$15.3M QoQ· Q1 2026
New
Hedge Fund
$4.9M· 3.8% of total· 0.0% port· 56K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$4.7M· 3.6% of total· 0.0% port· 52K sh· $-43.7M QoQ· Q1 2026
New
Hedge Fund
$3.5M· 2.7% of total· 0.0% port· 39K sh· — QoQ· Q4 2025
New
Hedge Fund
$2.5M· 1.9% of total· 0.0% port· 28K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$1.7M· 1.3% of total· 0.0% port· 19K sh· $-4.0M QoQ· Q1 2026
Reduced
Institutional Manager
$1.6M· 1.3% of total· 0.0% port· 18K sh· $-844K QoQ· Q1 2026
New
Hedge Fund
$1.4M· 1.1% of total· 0.0% port· 18K sh· — QoQ· Q4 2023
New
Hedge Fund
$1.2M· 1.0% of total· 0.0% port· 14K sh· — QoQ· Q4 2025
Added
Hedge Fund
$1.2M· 0.9% of total· 0.0% port· 13K sh· +$342K QoQ· Q1 2026
Added
Hedge Fund
$910K· 0.7% of total· 0.0% port· 10K sh· +$571K QoQ· Q1 2026
Reduced
Hedge Fund
$903K· 0.7% of total· 0.0% port· 10K sh· $-3.5M QoQ· Q1 2026
New
Hedge Fund
$463K· 0.4% of total· 0.0% port· 6K sh· — QoQ· Q3 2025
New
Hedge Fund
$385K· 0.3% of total· 0.0% port· 4K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$266K· 0.2% of total· 0.0% port· 3K sh· $-4K QoQ· Q1 2026
Reduced
Hedge Fund
$189K· 0.1% of total· 0.0% port· 2K sh· $-126K QoQ· Q1 2026
Reduced
Hedge Fund
$77K· 0.1% of total· 0.0% port· 858 sh· $-733K QoQ· Q1 2026