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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 %
ACM
251
Aquatic Capital Management
Illinois
$1.52M 19,093 -50,461 -73%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$1.51M 19,064 +67 +0.4%
CS
253
Candriam SCA
Luxembourg
$1.51M 19,028 +2,270 +14%
IIM
254
INTECH Investment Management
Florida
$1.51M 19,012 +459 +2%
FG
255
Foster Group
Iowa
$1.51M 18,999 +6,456 +51%
VSQM
256
V-Square Quantitative Management
Illinois
$1.49M 18,803 +10,622 +130%
Nordea Investment Management
257
Nordea Investment Management
Sweden
$1.49M 18,784 +1,839 +11%
Capital Fund Management (CFM)
258
Capital Fund Management (CFM)
France
$1.49M 18,711 +18,711 New
OAC
259
OMERS Administration Corp
Ontario, Canada
$1.46M 18,418 -35,700 -66%
CC
260
Centiva Capital
New York
$1.46M 18,383 +9,762 +113%
AV
261
ASR Vermogensbeheer
Netherlands
$1.45M 18,209 -36 -0.2%
OPERF
262
Oregon Public Employees Retirement Fund
Oregon
$1.41M 17,813 -300 -2%
Jones Financial Companies
263
Jones Financial Companies
Missouri
$1.41M 17,861 +3,282 +23%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$1.4M 17,611 – –
CL
265
Choreo LLC
Illinois
$1.4M 17,599 -1,264 -7%
NIM
266
NEOS Investment Management
Connecticut
$1.36M 17,114 +3,566 +26%
Pacer Advisors
267
Pacer Advisors
Pennsylvania
$1.35M 17,016 +6,308 +59%
HighTower Advisors
268
HighTower Advisors
Illinois
$1.35M 17,012 +543 +3%
GCA
269
Greenwood Capital Associates
South Carolina
$1.35M 16,948 -1,740 -9%
TRSOTSOK
270
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M 16,472 +243 +1%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$1.3M 16,401 -780 -5%
SC
272
Savant Capital
Illinois
$1.3M 16,326 +2,529 +18%
Stifel Financial
273
Stifel Financial
Missouri
$1.3M 16,316 +1,731 +12%
EF
274
Empowered Funds
Pennsylvania
$1.28M 16,098 +11,420 +244%
TI
275
Tidal Investments
Wisconsin
$1.25M 15,792 +20 +0.1%
9 10
11
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