$PFG is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.31%, with an average of 0.06% of portfolio. Largest holder: Gentry Private Wealth, LLC at 0.31%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
PRINCIPAL FINANCIAL GROUP IN
13F holders
885
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 885 · Source: 13F-HR01
Braun Stacey Associates Inc.
—
—
02
Nippon Life Insurance Co.
—
—
03
State Street
—
—
04
Axa S.a.
—
—
05
Strs Ohio
—
—
06
Banyan Capital Management, Inc.
—
—
07
ProShare Advisors LLC
—
—
08
US Bancorp De
—
—
09
Traub Capital Management LLC
—
—
10
Renaissancere Holdings Ltd.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
14 holders · Q1 202601
Gentry Private Wealth, LLC
0.31% held
α +22.9pts
02
Impact Partnership Wealth, LLC
0.18% NEW
α +10.3pts
03
Principal Securities, Inc.
0.14% NEW
α +21.3pts
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04% held
α +27.5pts
05
Nisa Investment Advisors, LLC
0.03% held
α +16.6pts
06
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.03% held
α +13.4pts
07
Fulton Bank, N.a.
0.03% held
α +23.8pts
08
Venture Visionary Partners LLC
0.02% held
α +10.3pts
09
Citigroup Inc.
0.01% held
α +26.3pts
10
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
11
Corsicana & Co.
0.00% held
α +20.0pts
12
Level Financial Advisors
0.00% held
α +30.9pts
13
Wellington Management Group LLP
0.00% held
α +10.5pts
14
CV Advisors LLC
0.00% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
6 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
12 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $PFG lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $PFG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:57 UTC.