PFG Hedge Fund Ownership (Q2 2026)

Principal Financial Group In (PFG)

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

Smart Money Signals — PFG

Based on 954 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

954 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 — +18% more funds vs a year ago

fund count last 6Q

+146 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 59% buying

506 buying352 selling

Last quarter: 506 funds bought or added vs 352 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 (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 86 → 138 → 131 → 118. 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

613 out of 954 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.

📈

Growing discovery — still being found

89 → 86 → 138 → 131 → 118 new funds/Q

New funds entering each quarter: 86 → 138 → 131 → 118. A growing number of institutions are discovering PFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 21% new

Entry-cohort mix of 965 holders: 673 (70%) are 2+ year veterans, 94 entered 1–2 years ago, and 198 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds

66 of 952 holders are among the 100 largest funds by AUM, controlling 68% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	944	916	3.06%
13F Shares	170M	170M	-0.07%
Total Value	$16.03B	$13.42B	19.45%
New Positions	116	131	-15
Increased Positions	384	344	+40
Closed Positions	86	93	-7
Reduced Positions	266	262	+4
Total Calls	7	8	-12.5%
Total Puts	6	6	-
PUT/CALL Ratio	0.86	0.75	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

944

916

3.06%

13F Shares

170M

-0.07%

Total Value

$16.03B

$13.42B

19.45%

New Positions

116

131

-15

Increased Positions

384

344

+40

Closed Positions

-7

Reduced Positions

266

262

Total Calls

-12.5%

Total Puts

PUT/CALL Ratio

0.86

0.75

Neutral

Institutional Holders (2026 Q2)

944 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PFG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Capital Management Corp /Va	2.46%	152,083	$16.4M
2	Kerusso Capital Management LLC	2.30%	58,567	$6.3M
3	EDENTREE ASSET MANAGEMENT Ltd	2.22%	67,700	$7.3M
4	Trust Point Inc.	2.18%	238,017	$25.7M
5	Weaver C. Barksdale & Associates, Inc.	1.93%	19,939	$2.1M
6	Wiregrass Investment Management LLC	1.82%	24,718	$2.7M
7	North Star Asset Management Inc	1.57%	370,523	$39.9M
8	DMKC Advisory Services, LLC	1.48%	72,847	$7.9M
9	Conning INC.	1.17%	363,250	$39.2M
10	Sound Income Strategies, LLC	1.08%	222,669	$24.0M
11	Gw Henssler & Associates Ltd	1.07%	223,260	$24.1M
12	Forty-three Eighteen Advisors, LLC	0.90%	12,471	$1.3M
13	LGT Financial Advisors LLC	0.88%	1,547	$167K
14	Glaxis Capital Management, LLC	0.85%	3,941	$425K
15	Mork Capital Management, LLC	0.85%	12,370	$1.3M
16	Dean Investment Associates, LLC	0.82%	57,557	$6.2M
17	Curat Global, LLC	0.74%	7,239	$907K
18	VCI Wealth Management LLC	0.72%	26,611	$2.9M
19	Adams Diversified Equity Fund, INC.	0.69%	209,100	$22.5M
20	Bayview Asset Management, LLC	0.65%	30,000	$3.2M
21	Wedge Capital Management L L P/Nc	0.62%	347,146	$37.4M
22	Basepoint Wealth LLC	0.59%	9,623	$1.0M
23	West Bancorporation Inc	0.54%	11,714	$1.3M
24	Goelzer Investment Management, Inc.	0.53%	112,394	$12.1M
25	Stance Capital LLC	0.52%	15,791	$1.7M

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 — 4 quarters in a row: For 4 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 — 59% buying: Last quarter: 506 funds bought or added vs 352 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 — 68% AUM from top-100 funds: 66 of 952 holders are among the 100 largest funds by AUM, controlling 68% 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: 613 out of 954 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.

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.

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Principal Financial Group In (PFG)

Smart Money Signals — PFG

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-13 vs last Q)

64% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 70% veterans vs 21% newcomers

Elite ownership — 68% AUM from top-100 funds

Institutional Sentiment Summary — PFG

Hedge Fund Ownership: PFG

Market Analysis: PFG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PFG

Hedge Fund Positioning: PFG

Statistics: PFG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Principal Financial Group In (PFG)

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