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Hedge Funds Similar to PRINCIPAL FINANCIAL GROUP

13F Portfolio OverlapQ2 2026PRINCIPAL FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

PRINCIPAL FINANCIAL GROUP INC is an institutional investor managing $203.6B across 2,154 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PRINCIPAL FINANCIAL GROUP are Timbercreek Asset Ltd., BRASADA, DF DENT, with shared positions in $WELL, $EQIX, $HLT, $PLD, $CBRE, $VTR. The full ranking of 25 similar funds is below.

#1Timbercreek Asset Management Ltd.Active
Some overlap · 8 shared positions
$WELL$EQIX$HLT$PLD$CBRE$VTR
$722M
83 positions
#2BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$WELL$HEI$HLT$LYV$VMC
$558M
152 positions
#3DF DENT & CO INCPassive
Some overlap · 6 shared positions
$TDG$HEI$VMC$CBRE$ORLY$VEEV
$5.3B
271 positions
#4Adelante Capital Management LLCActive
Some overlap · 7 shared positions
$WELL$EQIX$PLD$VTR$AMT$EXR
$1.5B
42 positions
#5Verde Capital ManagementActive
Some overlap · 6 shared positions
$WELL$EQIX$HEI$PLD$ORLY$AMT
$541M
80 positions
#6JACKSON HILL ADVISORS, LLCActive
Some overlap · 5 shared positions
$BN$TDG$HLT$KKR$BRO
$197M
13 positions
#7FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$BN$HEI$VMC$MLM$ENTG$BRO
$4.8B
92 positions
#8LDR Capital Management LLCActive
Some overlap · 6 shared positions
$WELL$EQIX$PLD$CBRE$VTR$AMT
$87M
45 positions
#9Broad Run Investment Management, LLCSmart money
Some overlap · 5 shared positions
$BN$TDG$HLT$ORLY$AMT
$650M
24 positions
#10Vert Asset Management LLCActive
Some overlap · 6 shared positions
$WELL$EQIX$PLD$VTR$AMT$EXR
$365M
44 positions
#11HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 6 shared positions
$WELL$EQIX$PLD$VTR$AMT$EXR
$1.6B
57 positions
#12Uniplan Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$WELL$EQIX$PLD$VTR$AMT$EXR
$1.1B
175 positions
#13CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$WELL$EQIX$PLD$VTR$AMT$EXR
$11.7B
80 positions
#14COHEN & STEERS, INC.Active
Some overlap · 6 shared positions
$WELL$EQIX$PLD$VTR$AMT$EXR
$63.2B
442 positions
#15DoubleLine ETF Adviser LPPassive
Some overlap · 5 shared positions
$WELL$EQIX$LYV$PLD$AMT
$242M
170 positions
#16Obion Capital Management LPActive
Some overlap · 5 shared positions
$HEI$HLT$VMC$ORLY$MLM
$118M
16 positions
#17Archon Partners LLCActive
Some overlap · 4 shared positions
$TDG$EQIX$HLT$LYV
$937M
37 positions
#18SANDLER CAPITAL MANAGEMENTPassive
Some overlap · 5 shared positions
$EQIX$HLT$LYV$PLD$FWONA
$201M
126 positions
#19CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TDG$EQIX$PLD$VTR$AMT
$3.2B
592 positions
#20Resolution Capital LtdActive
Some overlap · 6 shared positions
$WELL$EQIX$PLD$VTR$EXR$AMT
$5.4B
39 positions
#21Gross & Hartman Investments LLCActive
Some overlap · 5 shared positions
$WELL$EQIX$PLD$VTR$AMT
$226M
80 positions
#22LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 5 shared positions
$WELL$EQIX$PLD$VTR$AMT
$2.8B
44 positions
#23ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$WELL$EQIX$PLD$VTR$AMT
$102M
87 positions
#24CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 5 shared positions
$WELL$EQIX$PLD$VTR$AMT
$7.2B
101 positions
#25DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$WELL$EQIX$PLD$VTR$AMT
$10.6B
162 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.