Tracked funds
6Unique WSM-tracked managers; table rows may include common shares and optionsPFG
Ticker case file
PFG
PRINCIPAL FINANCIAL GROUP IN
$101.19-2.05%NMS
Politicians active
1Recent transactions disclosed via House Clerk / Senate eFD13F notional
$648.3M2026-03-31Top conviction
0.09%max % across any fund's portfolioThis page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.
13F filing
Funds holding this ticker
| Manager | 13F value | Conviction | Class | Option | Reported | SEC filing |
|---|---|---|---|---|---|---|
| Capital World InvestorsOther | $543.1M | 0.07% | SH | — | 2026-03-31 | SEC filing |
| FMR LLCOther | $49M | 0.00% | SH | — | 2026-03-31 | SEC filing |
| Two Sigma Investments, LPOther | $27.5M | 0.02% | SH | — | 2026-03-31 | SEC filing |
| Bridgewater Associates, LPOther | $19.9M | 0.09% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $4.9M | 0.00% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $2.5M | 0.00% | SH | CALL | 2026-03-31 | SEC filing |
| Citadel Advisors LLCHedge | $1.2M | 0.00% | SH | PUT | 2026-03-31 | SEC filing |
| Balyasny Asset Management L.P.Other | $266.1K | 0.00% | SH | — | 2026-03-31 | SEC filing |
Politician
Politician PTR activity
| Public date | Politician | Action | Owner | Amount range | Filing |
|---|---|---|---|---|---|
| 2025-11-21 | Lisa Mcclain HouseholdR · MI-09 | Sale | Self | $1K–$15K | 20033446 |
| 2025-11-21 | Lisa Mcclain HouseholdR · MI-09 | Purchase | Self | $1K–$15K | 20033446 |
| 2025-11-21 | Lisa Mcclain HouseholdR · MI-09 | Sale | Self | $1K–$15K | 20033446 |
| 2025-08-13 | Lisa Mcclain HouseholdR · MI-09 | Purchase | Self | $1K–$15K | 20030891 |
Combined activity
13F filings + PTR transactions, newest first
- 13F filing2026-05-15FMR LLC · $49M↗
- 13F filing2026-05-15Two Sigma Investments, LP · $27.5M↗
- 13F filing2026-05-15Bridgewater Associates, LP · $19.9M↗
- 13F filing2026-05-15Citadel Advisors LLC · $4.9M↗
- 13F filing2026-05-15Citadel Advisors LLC · $2.5M↗
- 13F filing2026-05-15Citadel Advisors LLC · $1.2M↗
- 13F filing2026-05-15Balyasny Asset Management L.P. · $266.1K↗
- 13F filing2026-05-13Capital World Investors · $543.1M↗
- PTR2025-11-21Lisa Mcclain Household · Sale · $1K–$15K↗
- PTR2025-11-21Lisa Mcclain Household · Purchase · $1K–$15K↗
- PTR2025-11-21Lisa Mcclain Household · Sale · $1K–$15K↗
- PTR2025-08-13Lisa Mcclain Household · Purchase · $1K–$15K↗
Often co-held with