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

$85.83-0.30 (-0.35%)Financial ServicesNASDAQ

Institutional Holders

16

as of Q4 2025

Total Institutional Value

$3.4000121681774157e+33T

% of Float Held

1.8042404619311528e+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
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
Azimuth Capital Investment Management LLCIncreased+4K+$-11.1B

PFG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTH STAR ASSET MANAGEMENT INCDecreased-6K-$32.7B
Pacer Advisors, Inc.Decreased-45K-$4.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTH STAR ASSET MANAGEMENT INC388,664$34.0M1.37%Share
2Azimuth Capital Investment Management LLC137,953$12.2M0.44%Share
3Pacer Advisors, Inc.20,119$1.8M0.00%Share
4IMC-Chicago, LLC17,400$1.5M0.00%Call
5Maven Securities LTD15,000$1.3M0.03%Call
6Legato Capital Management LLC8,169$720K0.06%Share
7Sageworth Trust Co of South Dakota3,531$311K0.25%Share
8Sageworth Trust Co2,683$236K0.01%Share
9S&CO INC2,500$220K0.01%Share
10Pacer Advisors, Inc.271$19K0.00%Share
11GROUP ONE TRADING LLC200$17K0.00%Call
12GROUP ONE TRADING LLC100$8K0.00%Put
13NORTH STAR ASSET MANAGEMENT INC7$00.00%Share
14NORTH STAR ASSET MANAGEMENT INC75$00.00%Share
15Ancora Advisors LLC334$00.00%Share
16AUXIER ASSET MANAGEMENT LLC2,322$00.00%Share

PFG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 20259$49.4M+3
Q3 20256$49.0B+0
Q2 20256$38.5B-2
Q1 20258$46.8B+4
Q4 20244$36.4B-1
Q3 20245$40.2T-1
Q2 20246$36.7T-2
Q1 20248$49.1T—

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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 $34.0M 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 $34.0M in shares.

Is institutional ownership of PFG increasing or decreasing?

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