Which hedge funds own PFG? PRINCIPAL FINANCIAL GROUP IN, Q2 2026 13F holders
36 tracked hedge funds disclosed a position in PFG (PRINCIPAL FINANCIAL GROUP IN) in their Q2 2026 13F filings, worth $353.4m in total. The largest holder by portfolio weight is Bayview Asset Management, LLC at 1.1% of its book. 16 opened a new position this quarter: Bayview Asset Management, LLC, Oak Thistle LLC, Fox Run Management, L.L.C., FJ Capital Management LLC. 10 exited: CenterStar Asset Management, LLC, Interval Partners, LP, Machina Capital S.A.S..
- 36
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $17.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $14.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $353m
- Combined value Sum of the holders' reported positions in the security.
- 2.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| CenterStar Asset Management, LLC | 0.6% | $610k |
| Interval Partners, LP | 0.3% | $7.9m |
| Machina Capital S.A.S. | 0.07% | $363k |
| SummitTX Capital, L.P. | 0.05% | $1.5m |
| Patton Fund Management, Inc. | 0.04% | $244k |
| Mirabella Financial Services LLP | 0.03% | $296k |
| Lighthouse Investment Partners, LLC | 0.02% | $443k |
| Brevan Howard Capital Management LP | 0.01% | $910k |
| Edgestream Partners, L.P. | 0.01% | $225k |
| Holocene Advisors, LP | 0.0% | $1.7m |
Ownership over time
Who discovered PFG first? Beta
The run: Q1 2009 → Q4 2017, +763%
| Glaxis Capital Management, LLC high conviction | Q2 2022 | – | +2.5 pts |
| Prana Capital Management, LP high conviction | Q1 2018 | – | +1.5 pts |
| Mork Capital Management, LLC | Q4 2020 | – | +0.5 pts |
| Patton Fund Management, Inc. | Q3 2026 | – | 0.0 pts |
| Teza Capital Management LLC | Q4 2023 | – | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.