Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRINCIPAL FINANCIAL GROUP IN (PFG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — PFG

Based on 812 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
812 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 — +12% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

432 buying314 selling
Last quarter: 432 funds bought or added vs 314 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.
📈

More new buyers each quarter (+55 vs last Q)

new funds entering per quarter
Funds opening a new PFG position: 117 → 77 → 74 → 129. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 16% medium 14% new
566 out of 812 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.
➡️

Steady discovery — ~129 new funds/quarter

79 → 117 → 77 → 74 → 129 new funds/Q
New funds entering each quarter: 117 → 77 → 74 → 129. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 11% 1-2yr 17% new
Of 820 current holders: 589 (72%) 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 — 66% AUM from top-100 funds

66% from top-100 AUM funds
41 of 812 holders are among the 100 largest funds by AUM, controlling 66% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

101 top-rated funds 3 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: PFG
2026 Q1 Stats Unlock in 22 days 820 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 820 762 7.61%
13F Shares 158M 157M 0.65%
Total Value $12.26B $11.45B 7.1%
New Positions 129 74 +55
Increased Positions 314 275 +39
Closed Positions 71 70 +1
Reduced Positions 257 273 -16
Total Calls 7 7 -
Total Puts 3 3 -
PUT/CALL Ratio 0.43 0.43 Bullish

Statistics: PFG

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Institutional Holders (2026 Q1)

820 + investors

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

Top 25 institutional holders of PFG — 2025 Q4 · 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 CAPITAL MANAGEMENT CORP /VA 2.34% 151,939 $13.7M
4 Sound Income Strategies, LLC 1.06% 243,934 $22.0M
5 Board of the Pension Protection Fund 0.85% 10,200 $919K
6 Curat Global, LLC 0.75% 8,424 $759K
7 ADAMS DIVERSIFIED EQUITY FUND, INC. 0.66% 209,100 $18.8M
8 WEDGE CAPITAL MANAGEMENT L L P/NC 0.65% 390,352 $35.2M
9 Goelzer Investment Management, Inc. 0.51% 116,874 $10.5M
10 WEST BANCORPORATION INC 0.48% 10,610 $956K
11 TOUNJIAN ADVISORY PARTNERS, LLC 0.40% 12,218 $1.1M
12 Martin Capital Partners, LLC 0.36% 10,744
13 VCI Wealth Management LLC 0.33% 13,104 $1.2M
14 GoalVest Advisory LLC 0.33% 18,568 $1.7M
15 Claro Advisors Inc. 0.32% 29,135 $2.6M
16 REXFORD CAPITAL INC 0.29% 4,556 $411K
17 Vivid Wealth Management, LLC 0.28% 7,625 $687K
18 Columbus Macro, LLC 0.24% 25,418 $2.3M
19 Kane Co Wealth Management, Inc. 0.24% 3,118 $279K
20 ASAHI LIFE ASSET MANAGEMENT CO., LTD. 0.22% 3,769 $340K
21 Park Edge Advisors, LLC 0.21% 10,236 $922K
22 Pinion Investment Advisors, LLC 0.21% 9,970 $898K
23 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.20% 408,534 $36.8M
24 International Private Wealth Advisors LLC 0.20% 3,624 $327K
25 V-Square Quantitative Management LLC 0.20% 20,799 $1.9M
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 — 2 quarters in a row: For 2 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 — 58% buying: Last quarter: 432 funds bought or added vs 314 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 — 66% AUM from top-100 funds: 41 of 812 holders are among the 100 largest funds by AUM, controlling 66% 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?

70% of holders stayed for 2+ years: 566 out of 812 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.

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.