Cross-fund · 4 holders
PFG
PRINCIPAL FINANCIAL GROUP IN
CUSIP 74251V102
4
Tracked holders
$4.24B
Aggregate value
47,607,865
Shares
5
Active funds
Funds holding PFG
| Fund | Strategy | Period | Value | % of book | Δ shares | Status |
|---|---|---|---|---|---|---|
| Vanguard | Institutional | Q4 2025 | $2.38B | 0.03% | -162,252 | -0.6% |
| BlackRock | Institutional | Q1 2026 | $1.83B | 0.03% | -91,763 | -0.4% |
| BridgewaterFEAT | Macro | Q1 2026 | $19.9M | 0.09% | -254,565 | -53.5% |
| Citadel | Multi-Strategy | Q1 2026 | $8.6M | — | -528,394 | -84.7% |
| Millennium | Multi-Strategy | Q1 2026 | — | — | -128,297 | EXITED |
Aggregated from the latest 13F-HR per tracked fund (longs only). QoQ deltas compare against each fund's prior quarterly filing.