Stock Ownership/PFG

PRINCIPAL FINANCIAL GROUP IN (PFG): Ownership & Insider Activity

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
24
13F filers
Aggregate Value
$366.9M
Across holders
Last Price
$111.89
2026-08-24
Sector
Financials
GICS
Quarterly fund activity17 increased6 reduced4 exited
Full exits: Lighthouse Investment Partners, LLC, PineBridge Investments, L.P., Holocene Advisors, LP, Brevan Howard Capital Management LP
Institutional Holders of PFG
↗
24 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund2.32M$249.5M68.0%0.1%Reduced$-2.1BQ2 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund312K$33.6M9.2%0.1%Added+$14.4MQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund299K$32.2M8.8%0.0%Added+$10.4MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund85K$9.1M2.5%0.0%Added+$6.2MQ2 2026
Squarepoint Ops LLC
CIK 0001642575
Hedge Fund51K$5.5M1.5%0.0%Added+$428KQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund51K$5.4M1.5%0.0%Reduced$-27.4MQ2 2026
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund48K$5.1M1.4%0.0%Added—Q2 2026
Man Group plc
CIK 0001637460
Hedge Fund40K$4.3M1.2%0.0%Added+$1.0MQ2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund38K$4.1M1.1%0.0%Reduced$-11.7MQ2 2026
JUPITER ASSET MANAGEMENT LTD
CIK 0001215838
Hedge Fund33K$3.6M1.0%0.0%Added—Q2 2026
AQR CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$249.5M· 68.0% of total· 0.1% port· 2.32M sh· $-2.1B QoQ· Q2 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$33.6M· 9.2% of total· 0.1% port· 312K sh· +$14.4M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$32.2M· 8.8% of total· 0.0% port· 299K sh· +$10.4M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$9.1M· 2.5% of total· 0.0% port· 85K sh· +$6.2M QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$5.5M· 1.5% of total· 0.0% port· 51K sh· +$428K QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$5.4M· 1.5% of total· 0.0% port· 51K sh· $-27.4M QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$5.1M· 1.4% of total· 0.0% port· 48K sh· — QoQ· Q2 2026
Man Group plcAdded
Hedge Fund
$4.3M· 1.2% of total· 0.0% port· 40K sh· +$1.0M QoQ· Q2 2026
MARSHALL WACE, LLPReduced
Hedge Fund
$4.1M· 1.1% of total· 0.0% port· 38K sh· $-11.7M QoQ· Q2 2026
JUPITER ASSET MANAGEMENT LTDAdded
Hedge Fund
$3.6M· 1.0% of total· 0.0% port· 33K sh· — QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCAdded
Hedge Fund
$2.6M· 0.7% of total· 0.0% port· 24K sh· — QoQ· Q2 2026
SHAW D E & CO INCAdded
Hedge Fund
$2.1M· 0.6% of total· 0.0% port· 19K sh· $-444K QoQ· Q2 2026
Grantham, Mayo, Van Otterloo & Co. LLCUnchanged
Institutional Manager
$2.0M· 0.5% of total· 0.0% port· 18K sh· +$0 QoQ· Q2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$1.9M· 0.5% of total· 0.0% port· 18K sh· +$1.8M QoQ· Q2 2026
Bridgewater Associates, LPReduced
Hedge Fund
$1.7M· 0.5% of total· 0.0% port· 16K sh· $-22.1M QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$1.3M· 0.4% of total· 0.0% port· 12K sh· +$407K QoQ· Q2 2026
ExodusPoint Capital Management, LPAdded
Hedge Fund
$676K· 0.2% of total· 0.0% port· 6K sh· — QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$527K· 0.1% of total· 0.0% port· 5K sh· — QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$500K· 0.1% of total· 0.0% port· 5K sh· $-136K QoQ· Q2 2026
CAXTON ASSOCIATES LLPAdded
Hedge Fund
$398K· 0.1% of total· 0.0% port· 4K sh· — QoQ· Q2 2026
TCW GROUP INCReduced
Hedge Fund
$390K· 0.1% of total· 0.0% port· 4K sh· $-9K QoQ· Q2 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$242K· 0.1% of total· 0.0% port· 2K sh· — QoQ· Q2 2026
Walleye Capital LLCAdded
Hedge Fund
$109K· 0.0% of total· 0.0% port· 1K sh· +$12K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$7K· 0.0% of total· 0.0% port· 65 sh· — QoQ· Q2 2026
1–10 of 24
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