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Principal Financial Group
PFG

Overview Fund Activity

797 hedge funds and large institutions have $13.1B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 312 increasing their positions, 266 reducing their positions, and 97 closing their positions.

Holders
797
Holders Change
-35
Holders Change %
-4.21%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
82
Increased
312
Reduced
266
Closed
97
Calls
$8.6M
Puts
$5.67M
Net Calls
+$2.93M
Net Calls Change
+$940K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$227M
2
Bank of America
2
Bank of America
North Carolina
$983M
3
Amundi
3
Amundi
France
$144M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$138M
5
BlackRock
5
BlackRock
New York
$1.6B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$153M
4
MPI
4
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SFI
226
Siemens Fonds Invest
Germany
$1.99M 25,080 +529 +2%
HWM
227
Hohimer Wealth Management
Washington
$1.99M 25,038 +3 +0%
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$1.99M 25,037 +814 +3%
DFCM
229
Dark Forest Capital Management
Puerto Rico
$1.98M 24,900 -3,056 -11%
HT
230
Headlands Technologies
Illinois
$1.96M 24,689 -3,584 -13%
EMPI
231
Elo Mutual Pension Insurance
Finland
$1.95M 24,514 -1,812 -7%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$1.91M 24,037 +9,407 +64%
MOACM
233
Mutual of America Capital Management
New York
$1.88M 23,655 -817 -3%
SOADOR
234
State of Alaska Department of Revenue
Alaska
$1.84M 23,179 -1,480 -6%
Federated Hermes
235
Federated Hermes
Pennsylvania
$1.81M 22,767 -1,139 -5%
Neuberger Berman Group
236
Neuberger Berman Group
New York
$1.79M 22,493 +2,345 +12%
SC
237
SummitTX Capital
Texas
$1.78M 22,449 +13,958 +164%
GA
238
GoalVest Advisory
New York
$1.77M 22,306 +808 +4%
WCBA
239
Weaver C. Barksdale & Associates
Tennessee
$1.76M 22,151 -208 -0.9%
BP
240
BBR Partners
New York
$1.75M 22,001 -19 -0.1%
EGM
241
Engineers Gate Manager
New York
$1.73M 21,829 -61,950 -74%
US Bancorp
242
US Bancorp
Minnesota
$1.69M 21,311 -3,126 -13%
AAF
243
Andra AP-fonden
Sweden
$1.68M 21,200 +4,700 +28%
A
244
AlphaQuest
New York
$1.68M 21,112 -8,195 -28%
CB
245
Commerce Bank
Missouri
$1.65M 20,782 -984 -5%
MCM
246
MAI Capital Management
Ohio
$1.64M 20,603 +33 +0.2%
TAF
247
Tredje AP-fonden
Sweden
$1.57M 19,798 +956 +5%
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
$1.57M 19,724 -232 -1%
KCM
249
Kerusso Capital Management
North Carolina
$1.56M 19,647 +19,647 New
DF
250
Donoghue Forlines
Massachusetts
$1.53M 19,254 +1,518 +9%
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