PRINCIPAL FINANCIAL GROUP INC hedge fund holdings
PFGNASDAQ$108.73-0.97 (-0.88%)as of Oct 7, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
PFG · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 7, 2025 to Oct 7, 2026. Price (+30.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 243 | 238 | $907M | $927M | 762 | Aug 14, 2025 |
| Q3 2025 | 220 | 190 | $610M | $935M | 782 | Nov 14, 2025 |
| Q4 2025 | 273 | 186 | $799M | $1.15B | 841 | Feb 14, 2026 |
| Q1 2026 | 295 | 212 | $1.6B | $620M | 860 | May 15, 2026 |
| Q2 2026 | 311 | 186 | $733M | $746M | 902 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
902 filersNew position
89$33.8M+314K sh
Increased
222$700M+6.49M sh
Reduced
137-$699M-6.48M sh
Out / sold
49-$47M-436K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| First Trust Advisors LP | Reduce 74.31% | -$44.5M | $15.4M | 0.01% | Aug 11, 2026 |
| National Pension Service | Added 309.14% | +$43.8M | $58M | 0.04% | Aug 13, 2026 |
| Caisse de depot et placement du Quebec | Added 3548.38% | +$42.1M | $43.3M | 0.06% | Aug 14, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 48.57% | +$26.6M | $81.3M | 0.08% | Aug 13, 2026 |
| Bridgewater Associates, LP | Reduce 92.75% | -$22.1M | $1.73M | 0.01% | Aug 14, 2026 |
| AustralianSuper Pty Ltd | Reduce 17.93% | -$18.1M | $82.9M | 0.36% | Aug 12, 2026 |
| ASR Vermogensbeheer N.V. | Added 844.53% | +$17M | $19M | 0.20% | Jul 20, 2026 |
| Canada Pension Plan Investment Board | Sell 100% | -$15.3M | $0 | 0.00% | Aug 14, 2026 |
| Gotham Asset Management, LLC | Added 74.92% | +$14.4M | $33.6M | 0.08% | Aug 14, 2026 |
| Trust Point Inc. | Reduce 35.51% | -$14.1M | $25.7M | 2.18% | Jul 8, 2026 |
| Mediolanum International Funds Ltd | Reduce 83.98% | -$10.5M | $2.01M | 0.02% | Jul 23, 2026 |
| Eurizon Capital SGR S.p.A. | Reduce 24.80% | -$10.2M | $31M | 0.08% | Jul 29, 2026 |
| Interval Partners, LP | Sell 100% | -$7.91M | $0 | 0.00% | Aug 14, 2026 |
| AMG National Trust Bank | Reduce 46.10% | -$6.86M | $8.02M | 0.16% | Aug 7, 2026 |
| Robeco Institutional Asset Management B.V. | Added 47.02% | +$6.53M | $20.4M | 0.03% | Jul 21, 2026 |
| MUFG Securities EMEA plc | Reduce 84.84% | -$4.67M | $835K | 0.01% | Aug 12, 2026 |
| Wedge Capital Management L L P | Reduce 11.07% | -$4.66M | $37.4M | 0.62% | Jul 10, 2026 |
| Conning Inc. | Reduce 8.84% | -$3.8M | $39.2M | 1.17% | Jul 30, 2026 |
| APG Asset Management N.V. | Added 35.03% | +$3.7M | $14.3M | 0.04% | Aug 12, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | Reduce 53.78% | -$3.64M | $3.13M | 0.07% | Jul 24, 2026 |
| Donoghue Forlines LLC | Reduce 66.88% | -$3.45M | $1.71M | 0.44% | Aug 7, 2026 |
| Quantinno Capital Management LP | Added 14.71% | +$3.15M | $24.5M | 0.03% | Aug 13, 2026 |
| Mairs & Power Inc | Reduce 17.45% | -$3.08M | $14.6M | 0.13% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 6.30% | +$3.07M | $51.8M | 0.04% | Aug 13, 2026 |
| Natixis Advisors, LLC | Added 46.69% | +$3.05M | $9.58M | 0.01% | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 13.64% | -$2.98M | $18.9M | 0.03% | Aug 13, 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | Reduce 28.89% | -$2.96M | $7.3M | 2.22% | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Reduce 5.32% | -$2.92M | $52M | 0.03% | Jul 30, 2026 |
| LBP Am SA | Added 24.42% | +$2.88M | $14.7M | 0.15% | Jul 24, 2026 |
| Storebrand Asset Management As | Added 15.24% | +$2.83M | $21.4M | 0.05% | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | Added 88.31% | +$2.53M | $5.39M | 0.01% | Aug 14, 2026 |
| SEB Asset Management AB | Added 47.82% | +$2.52M | $7.79M | 0.03% | Aug 4, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 26.61% | -$2.49M | $6.87M | 0.05% | Jul 31, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 4.76% | +$2.46M | $54.2M | 0.03% | Aug 7, 2026 |
| Allstate Corp | Reduce 85.92% | -$2.3M | $377K | 0.00% | Aug 13, 2026 |
| Sound Income Strategies, LLC | Reduce 8.72% | -$2.29M | $24M | 1.08% | Jul 20, 2026 |
| Korea Investment CORP | Reduce 16.12% | -$2.15M | $11.2M | 0.02% | Aug 12, 2026 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | Reduce 35.20% | -$2.1M | $3.87M | 0.02% | Jul 29, 2026 |
| Pinebridge Investments LLC | Added 101.35% | +$2.09M | $4.15M | 0.03% | Aug 14, 2026 |
| Picton Mahoney Asset Management | Reduce 99.38% | -$2.08M | $13K | 0.00% | Aug 13, 2026 |
| Natixis | Reduce 66.92% | -$1.98M | $977K | 0.00% | Aug 13, 2026 |
| Alerus Financial NA | Reduce 48.57% | -$1.96M | $2.07M | 0.09% | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | Reduce 20.69% | -$1.81M | $6.94M | 0.03% | Jul 29, 2026 |
| Holocene Advisors, LP | Sell 100% | -$1.73M | $0 | 0.00% | Aug 14, 2026 |
| USS Investment Management Ltd | Reduce 49.68% | -$1.71M | $1.74M | 0.01% | Aug 11, 2026 |
| Neo Ivy Capital Management | New Buy | +$1.7M | $1.7M | 0.39% | Aug 14, 2026 |
| Massachusetts Financial Services Co | Reduce 3.74% | -$1.69M | $43.6M | 0.01% | Aug 3, 2026 |
| Fideuram Asset Management (Ireland) dac | Added 959.80% | +$1.66M | $1.84M | 0.03% | Jul 23, 2026 |
| Empowered Funds, LLC | Added 29.66% | +$1.62M | $7.1M | 0.04% | Aug 17, 2026 |
| Cambria Investment Management, L.P. | Reduce 13.91% | -$1.54M | $9.55M | 0.47% | Aug 14, 2026 |
| Mizuho Securities USA LLC | Added 128.67% | +$1.54M | $2.74M | 0.03% | Jul 28, 2026 |
| SummitTX Capital, L.P. | Sell 100% | -$1.49M | $0 | 0.00% | Aug 14, 2026 |
| Bayview Asset Management, LLC | New Buy | +$1.49M | $1.49M | 0.30% | Aug 14, 2026 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | Sell 100% | -$1.49M | $0 | 0.00% | Aug 6, 2026 |
| VCI Wealth Management LLC | Added 103.08% | +$1.46M | $2.87M | 0.72% | Aug 5, 2026 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | New Buy | +$1.43M | $1.43M | 0.04% | Jul 23, 2026 |
| Capital World Investors | Added 0.22% | +$1.41M | $651M | 0.08% | Aug 12, 2026 |
| Elo Mutual Pension Insurance Co | Reduce 36.15% | -$1.4M | $2.47M | 0.03% | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | Added 16.50% | +$1.4M | $9.87M | 0.11% | Aug 12, 2026 |
| JSF Financial, LLC | New Buy | +$1.36M | $1.36M | 0.21% | Jul 28, 2026 |
| Forty-three Eighteen Advisors, LLC | New Buy | +$1.34M | $1.34M | 0.90% | Jul 30, 2026 |
| Handelsbanken Fonder AB | Added 72.77% | +$1.32M | $3.14M | 0.01% | Jul 10, 2026 |
| Tounjian Advisory Partners, LLC | Reduce 99.81% | -$1.29M | $2.44K | 0.00% | Aug 7, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | Added 22.84% | +$1.29M | $6.93M | 0.03% | Aug 13, 2026 |
| North Star Asset Management Inc | Reduce 3.02% | -$1.24M | $39.9M | 1.57% | Aug 18, 2026 |
| Guggenheim Capital LLC | Reduce 49.43% | -$1.23M | $1.26M | 0.01% | Aug 12, 2026 |
| Kerusso Capital Management LLC | Added 23.47% | +$1.2M | $6.31M | 2.30% | Jul 31, 2026 |
| Thrivent Financial for Lutherans | Reduce 52.37% | -$1.17M | $1.07M | 0.00% | Aug 14, 2026 |
| Wiregrass Investment Management LLC | Added 71.06% | +$1.11M | $2.66M | 1.82% | Aug 7, 2026 |
| Redwood Investment Management, LLC | Sell 100% | -$1.04M | $0 | 0.00% | Aug 17, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | Added 150.16% | +$1.04M | $1.74M | 0.01% | Jul 8, 2026 |
| Oak Thistle LLC | New Buy | +$1.04M | $1.04M | 0.10% | Jul 21, 2026 |
| Osmosis Investment Management UK Ltd | Reduce 48.38% | -$1.03M | $1.1M | 0.05% | Aug 13, 2026 |
| Rafferty Asset Management, LLC | Added 19.06% | +$988K | $6.17M | 0.01% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 43.67% | +$947K | $3.12M | 0.01% | Aug 7, 2026 |
| Ethic Inc. | Added 21.40% | +$925K | $5.24M | 0.07% | Jul 29, 2026 |
| Board of the Pension Protection Fund | Sell 100% | -$919K | $0 | 0.00% | Aug 7, 2026 |
| Banco Bilbao Vizcaya Argentaria, S.A. | Reduce 45.19% | -$901K | $1.09M | 0.01% | Aug 12, 2026 |
| Evolve Private Wealth, LLC | Sell 100% | -$860K | $0 | 0.00% | Aug 12, 2026 |
| Generali Asset Management SPA SGR | Sell 100% | -$834K | $0 | 0.00% | Jul 30, 2026 |
| UniSuper Management Pty Ltd | Reduce 29.22% | -$831K | $2.01M | 0.01% | Aug 14, 2026 |
| ING Groep NV | Sell 100% | -$815K | $0 | 0.00% | Aug 13, 2026 |
| Nomura Holdings Inc | Added 144.36% | +$806K | $1.36M | 0.00% | Aug 14, 2026 |
| Avanza Fonder AB | Added 50.65% | +$784K | $2.33M | 0.05% | Jul 17, 2026 |
| Zions Bancorporation, National Association | Added 28.84% | +$778K | $3.47M | 0.21% | Jul 31, 2026 |
| Saudi Central Bank | Added 87.17% | +$762K | $1.64M | 0.02% | Jul 30, 2026 |
| Jefferies Financial Group Inc. | Reduce 32.00% | -$759K | $1.61M | 0.01% | Aug 17, 2026 |
| Frec Markets, Inc. | Added 102.40% | +$758K | $1.5M | 0.13% | Aug 13, 2026 |
| Assetmark, Inc | Added 33.22% | +$724K | $2.9M | 0.01% | Jul 30, 2026 |
| Kepler Cheuvreux (Suisse) SA | Reduce 58.33% | -$695K | $496K | 0.03% | Jul 15, 2026 |
| Integrity Alliance, LLC. | Reduce 58.93% | -$692K | $483K | 0.02% | Jul 31, 2026 |
| Cibc World Market Inc. | Reduce 12.88% | -$691K | $4.68M | 0.01% | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | Reduce 57.42% | -$684K | $507K | 0.00% | Aug 10, 2026 |
| Resona Asset Management Co.,Ltd. | Reduce 8.56% | -$643K | $6.87M | 0.03% | Jul 29, 2026 |
| Oppenheimer & Co Inc | Reduce 55.34% | -$639K | $516K | 0.01% | Aug 3, 2026 |
| Capital Investment Advisors, LLC | New Buy | +$633K | $633K | 0.01% | Aug 6, 2026 |
| CenterStar Asset Management, LLC | Sell 100% | -$610K | $0 | 0.00% | Aug 5, 2026 |
| FIL Ltd | Reduce 59.01% | -$607K | $422K | 0.00% | Aug 13, 2026 |
| Fox Run Management, L.L.C. | New Buy | +$602K | $602K | 0.10% | Aug 4, 2026 |
| KLP Kapitalforvaltning As | Added 6.53% | +$582K | $9.49M | 0.03% | Aug 12, 2026 |