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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 %
MCM
251
MAI Capital Management
Ohio
$1.74M -$8.27K -98 -0.5%
Neuberger Berman Group
252
Neuberger Berman Group
New York
$1.7M +$16.7K +198 +1%
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$1.68M -$22.6K -268 -1%
IC
254
IEQ Capital
California
$1.68M +$1.3M +15,462 +346%
TPSF
255
Texas Permanent School Fund
Texas
$1.67M +$1.67M +22,457 New
RIM
256
Rakuten Investment Management
Japan
$1.64M +$1.64M +19,738 New
ACM
257
Aster Capital Management
United Arab Emirates
$1.61M +$1.61M +18,131 New
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$1.6M +$508K +6,017 +46%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$73.7K +873 +5%
CL
260
Choreo LLC
Illinois
$1.59M -$78.9K -935 -5%
TAF
261
Tredje AP-fonden
Sweden
$1.59M – – –
GCA
262
Greenwood Capital Associates
South Carolina
$1.58M +$93.7K +1,110 +6%
IIM
263
INTECH Investment Management
Florida
$1.57M -$3.44M -40,820 -69%
AV
264
ASR Vermogensbeheer
Netherlands
$1.54M +$1.54M +18,245 New
OPERF
265
Oregon Public Employees Retirement Fund
Oregon
$1.53M +$9.28K +110 +0.6%
Schroder Investment Management Group
266
Schroder Investment Management Group
United Kingdom
$1.52M -$3.97M -47,762 -72%
DF
267
Donoghue Forlines
Massachusetts
$1.5M +$1.5M +17,736 New
TCM
268
Teza Capital Management
Illinois
$1.49M +$1.09M +12,877 +268%
BHCM
269
Brevan Howard Capital Management
Jersey
$1.49M +$1.49M +17,648 New
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$1.49M -$521K -6,174 -26%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$1.45M -$220K -2,613 -13%
VI
272
Versor Investments
New York
$1.44M +$1.44M +17,100 New
Bessemer Group
273
Bessemer Group
New Jersey
$1.43M -$3.5M -41,511 -71%
PI
274
PineBridge Investments
New York
$1.42M +$932K +11,042 +190%
MSU
275
Mizuho Securities USA
New York
$1.42M -$261K -3,095 -16%
9 10
11
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