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Principal Financial Group
PFG

Overview Fund Activity

831 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 302 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+53
Holders Change %
+6.81%
% of All Funds
11.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
123
Increased
302
Reduced
257
Closed
55
Calls
$15.6M
Puts
$13.6M
Net Calls
+$1.99M
Net Calls Change
-$10.8M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$313M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
Goldman Sachs
3
Goldman Sachs
New York
$220M
4
State Street
4
State Street
Massachusetts
$908M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$53.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$175M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$107M
3
Deutsche Bank
3
Deutsche Bank
Germany
$84.4M
4
WP
4
Woodline Partners
California
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Private Advisor Group
New Jersey
$2.17M -$5.99K -71 -0.3%
Mirae Asset Global Investments
227
Mirae Asset Global Investments
South Korea
$2.17M +$219K +2,636 +11%
CM
228
Columbus Macro
Pennsylvania
$2.15M -$18K -213 -0.8%
PPWP
229
Proquility Private Wealth Partners
Nevada
$2.14M +$1.64M +19,405 +326%
OAM
230
Ostrum Asset Management
France
$2.11M -$80K -948 -4%
HWM
231
Hohimer Wealth Management
Washington
$2.11M +$26.2K +311 +1%
SOADOR
232
State of Alaska Department of Revenue
Alaska
$2.08M +$56.1K +665 +3%
SFI
233
Siemens Fonds Invest
Germany
$2.07M -$17K -201 -0.8%
MOACM
234
Mutual of America Capital Management
New York
$2.06M -$62.2K -737 -3%
US Bancorp
235
US Bancorp
Minnesota
$2.06M +$107K +1,264 +5%
SMDAM
236
Sumitomo Mitsui DS Asset Management
Japan
$2.04M +$2.45K +29 +0.1%
VA
237
Vident Advisory
Georgia
$2.03M +$1.46M +17,358 +259%
SO
238
STRS Ohio
Ohio
$2.03M +$2.03M +24,003 New
Federated Hermes
239
Federated Hermes
Pennsylvania
$2.02M +$329K +3,901 +20%
SVWAG
240
Sound View Wealth Advisors Group
Georgia
$1.99M +$10K +119 +0.5%
SEI Investments
241
SEI Investments
Pennsylvania
$1.97M +$276K +3,276 +16%
PIA
242
Pinion Investment Advisors
Kansas
$1.94M +$1.09M +12,962 +129%
MF
243
Magnetar Financial
Illinois
$1.93M +$1.93M +22,878 New
NRD
244
Nebula Research & Development
New York
$1.92M +$1.92M +22,743 New
IFU
245
iSAM Funds (UK)
United Kingdom
$1.89M +$1.89M +22,403 New
WCBA
246
Weaver C. Barksdale & Associates
Tennessee
$1.88M -$45.6K -541 -2%
BP
247
BBR Partners
New York
$1.86M -$2.7K -32 -0.1%
CB
248
Commerce Bank
Missouri
$1.84M -$49.2K -583 -3%
GA
249
GoalVest Advisory
New York
$1.81M +$272K +3,220 +18%
WAM
250
Wakefield Asset Management
Colorado
$1.8M +$1.8M +21,318 New
8 9
10
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