Graham Capital Management, L.P. PFG — PRINCIPAL FINANCIAL GROUP IN

Ownership history in Graham Capital Management, L.P.  ·  10 quarters on record

AI Ownership Summary

Graham Capital Management, L.P. reported PRINCIPAL FINANCIAL GROUP IN (PFG) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows PFG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graham Capital Management, L.P.'s position in PRINCIPAL FINANCIAL GROUP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PFG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PFG stock page Graham Capital Management, L.P. fund profile Graham Capital Management, L.P. full holdings
How Graham Capital Management, L.P. held PFG — position size vs. price
% of Fund (quarterly)    PFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 26.8% +8.4% ❌ 27,573 -10,101 -26.8% 0.04% $2.3M 2025-11-14 $82.93
2025 Q2 ADDED — — — 37,674 +34,683 +1159.6% 0.05% $3.0M 2025-08-14 $75.92
2025 Q1 REDUCED 63.2% -4.9% ✅ 2,991 -5,131 -63.2% 0.00% $252K 2025-05-15 $78.39
2024 Q4 ADDED — — — 8,122 +5,739 +240.8% 0.01% $629K 2025-02-14 $81.71
2024 Q3 REDUCED 88.4% -9.3% ✅ 2,383 -18,096 -88.4% 0.00% $205K 2024-11-14 $81.70
2024 Q1 ADDED — — — 20,479 +17,349 +554.3% 0.03% $1.8M 2024-05-15 $78.81
2023 Q4 REDUCED 64.3% +10.3% ❌ 3,130 -5,632 -64.3% 0.01% $246K 2024-02-14 $72.51
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PFG

As of 2026 Q1 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 32.01% Trust Point Inc. 2.89% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 2.34% Curat Global, LLC 0.75% ADAMS DIVERSIFIED EQUITY FUND, INC. 3Y 7Y 0.66% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.65% Goelzer Investment Management, Inc. 3Y 7Y 0.51% WEST BANCORPORATION INC 3Y 0.48% TOUNJIAN ADVISORY PARTNERS, LLC 0.4% Martin Capital Partners, LLC 3Y 7Y 0.36%

FAQ About Graham Capital Management, L.P. and PFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Graham Capital Management, L.P. reported owning PFG?

Graham Capital Management, L.P. reported PFG across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PFG position in Graham Capital Management, L.P.'s portfolio?

The largest reported portfolio weight for PFG was 0.05% in 2025 Q2.

What is the latest reported PFG position on this page?

The most recent filing on this page is 2025 Q3, when Graham Capital Management, L.P. reported 27,573 shares, equal to 0.04% of portfolio, with an estimated market value of $2.3M.

What does the chart on this PFG ownership page compare?

The chart compares Graham Capital Management, L.P.'s quarterly PFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Graham Capital Management, L.P. time their PFG position?

Based on 13F filing dates vs. subsequent PFG price moves, Graham Capital Management, L.P. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on PFG relative to SPY over the holding period was -22.6%.

← Back to Graham Capital Management, L.P. Holdings