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Principal Financial Group
PFG

Overview Fund Activity

800 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, 313 increasing their positions, 268 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-31
Holders Change %
-3.73%
% of All Funds
10.72%
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
313
Reduced
268
Closed
97
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.14M
Net Calls Change
+$1.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$86.1M
2
Amundi
Amundi
France
+$52.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$420M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$156M
3
Goldman Sachs
Goldman Sachs
New York
-$54.2M
4
MPI
Mairs & Power Inc
Minnesota
-$34.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
226
Columbus Macro
Pennsylvania
$2.04M +$16.7K +210 +0.8%
OAM
227
Ostrum Asset Management
France
$2.04M +$45.9K +578 +2%
SFI
228
Siemens Fonds Invest
Germany
$1.99M +$42K +529 +2%
HWM
229
Hohimer Wealth Management
Washington
$1.99M +$238 +3 +0%
SMDAM
230
Sumitomo Mitsui DS Asset Management
Japan
$1.99M +$64.7K +814 +3%
DFCM
231
Dark Forest Capital Management
Puerto Rico
$1.98M -$243K -3,056 -11%
HT
232
Headlands Technologies
Illinois
$1.96M -$285K -3,584 -13%
EMPI
233
Elo Mutual Pension Insurance
Finland
$1.95M -$144K -1,812 -7%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$1.91M +$747K +9,407 +64%
MOACM
235
Mutual of America Capital Management
New York
$1.88M -$64.9K -817 -3%
SOADOR
236
State of Alaska Department of Revenue
Alaska
$1.84M -$118K -1,480 -6%
Federated Hermes
237
Federated Hermes
Pennsylvania
$1.81M -$90.5K -1,139 -5%
Neuberger Berman Group
238
Neuberger Berman Group
New York
$1.79M +$186K +2,345 +12%
SC
239
SummitTX Capital
Texas
$1.78M +$1.11M +13,958 +164%
GA
240
GoalVest Advisory
New York
$1.77M +$64.2K +808 +4%
WCBA
241
Weaver C. Barksdale & Associates
Tennessee
$1.76M -$16.5K -208 -0.9%
BP
242
BBR Partners
New York
$1.75M -$1.51K -19 -0.1%
EGM
243
Engineers Gate Manager
New York
$1.73M -$4.92M -61,950 -74%
US Bancorp
244
US Bancorp
Minnesota
$1.69M -$248K -3,126 -13%
AAF
245
Andra AP-fonden
Sweden
$1.68M +$373K +4,700 +28%
A
246
AlphaQuest
New York
$1.68M -$651K -8,195 -28%
CB
247
Commerce Bank
Missouri
$1.65M -$78.2K -984 -5%
MCM
248
MAI Capital Management
Ohio
$1.64M +$2.62K +33 +0.2%
TAF
249
Tredje AP-fonden
Sweden
$1.57M +$75.9K +956 +5%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$1.57M -$18.4K -232 -1%
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