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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
10.73%
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 %
KCM
251
Kerusso Capital Management
North Carolina
$1.56M +$1.56M +19,647 New
DF
252
Donoghue Forlines
Massachusetts
$1.53M +$121K +1,518 +9%
ACM
253
Aquatic Capital Management
Illinois
$1.52M -$4.01M -50,461 -73%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$1.51M +$5.32K +67 +0.4%
CS
255
Candriam SCA
Luxembourg
$1.51M +$180K +2,270 +14%
IIM
256
INTECH Investment Management
Florida
$1.51M +$36.5K +459 +2%
FG
257
Foster Group
Iowa
$1.51M +$513K +6,456 +51%
VSQM
258
V-Square Quantitative Management
Illinois
$1.49M +$844K +10,622 +130%
Nordea Investment Management
259
Nordea Investment Management
Sweden
$1.49M +$146K +1,839 +11%
Capital Fund Management (CFM)
260
Capital Fund Management (CFM)
France
$1.49M +$1.49M +18,711 New
OAC
261
OMERS Administration Corp
Ontario, Canada
$1.46M -$2.84M -35,700 -66%
CC
262
Centiva Capital
New York
$1.46M +$775K +9,762 +113%
AV
263
ASR Vermogensbeheer
Netherlands
$1.45M -$2.86K -36 -0.2%
OPERF
264
Oregon Public Employees Retirement Fund
Oregon
$1.41M -$23.8K -300 -2%
Jones Financial Companies
265
Jones Financial Companies
Missouri
$1.41M +$260K +3,282 +23%
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$1.4M – – –
CL
267
Choreo LLC
Illinois
$1.4M -$100K -1,264 -7%
NIM
268
NEOS Investment Management
Connecticut
$1.36M +$283K +3,566 +26%
Pacer Advisors
269
Pacer Advisors
Pennsylvania
$1.35M +$501K +6,308 +59%
HighTower Advisors
270
HighTower Advisors
Illinois
$1.35M +$43.1K +543 +3%
GCA
271
Greenwood Capital Associates
South Carolina
$1.35M -$138K -1,740 -9%
TRSOTSOK
272
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M +$19.3K +243 +1%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$1.3M -$62K -780 -5%
SC
274
Savant Capital
Illinois
$1.3M +$201K +2,529 +18%
Stifel Financial
275
Stifel Financial
Missouri
$1.3M +$137K +1,731 +12%
9 10
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