Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRINCIPAL FINANCIAL GROUP IN (PFG)

903 + Investors. Track Smart Money conviction in PFG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — PFG

Based on 911 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
911 hedge funds hold PFG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

477 buying356 selling
Last quarter: 477 funds bought or added vs 356 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 88 → 85 → 137 → 129. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
587 out of 911 hedge funds have held PFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

128 → 88 → 85 → 137 → 129 new funds/Q
New funds entering each quarter: 88 → 85 → 137 → 129. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 9% 1-2yr ■ 21% new
Of 921 current holders: 639 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
62 of 911 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in PFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PFG

In 2026 Q1, 477 hedge funds were net buyers of PFG (129 opened a new position, 348 added to an existing one), while 356 reduced or exited (261 trimmed, 95 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in PFG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 911.

Hedge Fund Ownership: PFG

How many hedge funds hold PFG — quarterly history vs. share price
Quarterly hedge fund ownership of PFG vs. share price

Market Analysis: PFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy PRINCIPAL FINANCIAL GROUP IN (PFG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
PFG
+34.9%
XLF
+5.8%

PFG outperformed XLF by +29.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
PFG
+6.9%
XLF
+2.2%

Since the filing became public, PFG outperformed XLF by +4.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 3 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: PFG
903 + Investors

Track Smart Money conviction in PFG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 903 877 2.96%
13F Shares 167M 160M 4.02%
Total Value $13.18B $12.48B 5.54%
New Positions 125 137 -12
Increased Positions 342 324 +18
Closed Positions 99 75 +24
Reduced Positions 258 255 +3
Total Calls 8 7 14.29%
Total Puts 6 3 100.0%
PUT/CALL Ratio 0.75 0.43 Neutral

Statistics: PFG

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Institutional Holders (2026 Q1)

903 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of PFG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NIPPON LIFE INSURANCE CO 32.01% 18,137,000 $1.6M
2 Trust Point Inc. 2.89% 369,076 $33.3M
3 DMKC Advisory Services, LLC 2.73% 72,811 $6.6M
4 EDENTREE ASSET MANAGEMENT Ltd 2.59% 95,200 $8.6M
5 CAPITAL MANAGEMENT CORP /VA 2.34% 151,939 $13.7M
6 Kerusso Capital Management LLC 2.14% 47,436 $4.3M
7 Weaver C. Barksdale & Associates, Inc. 1.72% 19,964 $1.8M
8 NORTH STAR ASSET MANAGEMENT INC 1.49% 382,045 $34.4M
9 CONNING INC. 1.19% 398,470 $35.9M
10 Donoghue Forlines LLC 1.19% 47,843 $4.3M
11 WIREGRASS INVESTMENT MANAGEMENT LLC 1.08% 14,450 $1.3M
12 Sound Income Strategies, LLC 1.06% 243,934 $22.0M
13 GW HENSSLER & ASSOCIATES LTD 0.95% 223,926 $20.2M
14 Board of the Pension Protection Fund 0.85% 10,200 $919K
15 Mork Capital Management, LLC 0.79% 12,370 $1.1M
16 DEAN INVESTMENT ASSOCIATES, LLC 0.78% 61,282 $5.5M
17 Curat Global, LLC 0.75% 8,424 $759K
18 LGT Financial Advisors LLC 0.71% 1,547 $139K
19 ADAMS DIVERSIFIED EQUITY FUND, INC. 0.66% 209,100 $18.8M
20 WEDGE CAPITAL MANAGEMENT L L P/NC 0.65% 390,352 $35.2M
21 Centric Wealth Management 0.61% 30,694 $3.1M
22 Cambria Investment Management, L.P. 0.52% 102,877 $9.3M
23 Virtus Investment Advisers, LLC 0.51% 20,576 $1.9M
24 Goelzer Investment Management, Inc. 0.51% 116,874 $10.5M
25 Basepoint Wealth LLC 0.50% 9,603 $865K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PRINCIPAL FINANCIAL GROUP IN (PFG)

What does the Smart Money Trend signal show for PFG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PFG?

Slight buying edge — 57% buying: Last quarter: 477 funds bought or added vs 356 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFG holders?

Elite ownership — 53% AUM from top-100 funds: 62 of 911 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in PFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PFG?

64% of holders stayed for 2+ years: 587 out of 911 hedge funds have held PFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy PRINCIPAL FINANCIAL GROUP IN (PFG) following the 2026 Q1 hedge fund 13F filings?

As of today, PFG has moved +6.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of +4.7%. Since the quarter end (March 31, 2026), PFG has gained +34.9% vs +5.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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