Who Owns Principal Financial Group, Inc. (PFG)?Hedge Fund & Institutional Holders

$86.77+0.98 (+1.14%)Financial ServicesNASDAQ

Institutional Holders

16

as of Q4 2025

Total Institutional Value

$3.400000015340003e+48T

% of Float Held

1.8042406292785557e+55%

QoQ Change in Holders

+3 / -0

Price History

$69.56$76.55$83.53$90.52$97.50Sep 24Jun 25Mar 26

PFG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Azimuth Capital Investment Management LLCIncreased+4K+$1.0M
Legato Capital Management LLCNew Position+8K+$720K
Sageworth Trust Co of South DakotaNew Position+4K+$311K
AUXIER ASSET MANAGEMENT LLCNew Position+2K+$0
Ancora Advisors LLCIncreased+210+$-10.3M

PFG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Pacer Advisors, Inc.Decreased-45K-$4.8B
NORTH STAR ASSET MANAGEMENT INCDecreased-6K-$-1.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTH STAR ASSET MANAGEMENT INC388,664$34.0B1.37%Share
2IMC-Chicago, LLC17,400$1.5B0.56%Call
3Sageworth Trust Co2,683$236.0M0.01%Share
4GROUP ONE TRADING LLC200$17.0M0.03%Call
5Azimuth Capital Investment Management LLC137,953$12.2M0.44%Share
6GROUP ONE TRADING LLC100$8.0M0.01%Put
7Pacer Advisors, Inc.20,119$1.8M0.00%Share
8Maven Securities LTD15,000$1.3M0.03%Call
9Legato Capital Management LLC8,169$720K0.06%Share
10Sageworth Trust Co of South Dakota3,531$311K0.25%Share
11S&CO INC2,500$220K0.01%Share
12Pacer Advisors, Inc.271$19K0.00%Share
13NORTH STAR ASSET MANAGEMENT INC7$00.00%Share
14AUXIER ASSET MANAGEMENT LLC2,322$00.00%Share
15Ancora Advisors LLC334$00.00%Share
16NORTH STAR ASSET MANAGEMENT INC75$00.00%Share

PFG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 20259$34.3B+3
Q3 20256$37.8B+0
Q2 20256$38.5B-2
Q1 20258$40.4B+4
Q4 20244$30.8B-1
Q3 20245$6.0T-1
Q2 20246$5.1T-2
Q1 20248$5.3T—

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As of Q4 2025, 16 institutional investors hold PFG (Principal Financial Group, Inc.). The largest holder is NORTH STAR ASSET MANAGEMENT INC with $34.0B in shares. This quarter, 3 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PFG?

As of Q4 2025, 16 institutional investors report holding PFG (Principal Financial Group, Inc.) in their 13F filings.

Who is the largest institutional holder of PFG?

The largest institutional holder of PFG is NORTH STAR ASSET MANAGEMENT INC with $34.0B in shares.

Is institutional ownership of PFG increasing or decreasing?

This quarter, 3 institutions opened new positions in PFG and 0 closed their positions.