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Principal Financial Group

814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 277 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.31M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 277

0.51% less ownership

Funds ownership: 74.48%73.97% (-0.51%)

3% less funds holding

Funds holding: 841814 (-27)

7% less capital invested

Capital invested by funds: $14.2B → $13.2B (-$994M)

18% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 100

Holders
814
Holders Change
-27
Holders Change %
-3.21%
% 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
315
Reduced
277
Closed
100
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.13M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
251
Commerce Bank
Missouri
$1.65M -$75.5K -984 -5%
MCM
252
MAI Capital Management
Ohio
$1.64M +$2.53K +33 +0.2%
TAF
253
Tredje AP-fonden
Sweden
$1.57M +$73.4K +956 +5%
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$1.57M -$17.8K -232 -1%
KCM
255
Kerusso Capital Management
North Carolina
$1.56M +$1.51M +19,647 New
DF
256
Donoghue Forlines
Massachusetts
$1.53M +$117K +1,518 +9%
ACM
257
Aquatic Capital Management
Illinois
$1.52M -$3.87M -50,461 -73%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$1.51M +$5.14K +67 +0.4%
CS
259
Candriam SCA
Luxembourg
$1.51M +$174K +2,270 +14%
IIM
260
INTECH Investment Management
Florida
$1.51M +$35.2K +459 +2%
FG
261
Foster Group
Iowa
$1.51M +$496K +6,456 +51%
VSQM
262
V-Square Quantitative Management
Illinois
$1.49M +$815K +10,622 +130%
Nordea Investment Management
263
Nordea Investment Management
Sweden
$1.49M +$141K +1,839 +11%
Capital Fund Management (CFM)
264
Capital Fund Management (CFM)
France
$1.49M +$1.44M +18,711 New
OAC
265
OMERS Administration Corp
Ontario, Canada
$1.46M -$2.74M -35,700 -66%
CC
266
Centiva Capital
New York
$1.46M +$749K +9,762 +113%
AV
267
ASR Vermogensbeheer
Netherlands
$1.45M -$2.76K -36 -0.2%
OPERF
268
Oregon Public Employees Retirement Fund
Oregon
$1.41M -$23K -300 -2%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$1.41M +$252K +3,282 +23%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$1.4M
CL
271
Choreo LLC
Illinois
$1.4M -$97K -1,264 -7%
NIM
272
NEOS Investment Management
Connecticut
$1.36M +$274K +3,566 +26%
SA
273
Sanctuary Advisors
Indiana
$1.35M +$34.5K +449 +3%
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$1.35M +$484K +6,308 +59%
HighTower Advisors
275
HighTower Advisors
Illinois
$1.35M +$41.7K +543 +3%

PFG Hedge Fund Activity: Q2 2025 in Review

814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2025, worth a combined $13.2B — down 7% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of PFG and 82 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 315 added.

The largest buyer was Bank of America, adding an estimated $83.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $420M sold.

  • 814 institutional investors held Principal Financial Group (PFG) as of Q2 2025, down from 841 in Q1 2025.
  • Funds reported $13.2B of Principal Financial Group stock for Q2 2025, down 7% quarter-over-quarter.
  • 82 funds opened new Principal Financial Group positions in Q2 2025 and 100 closed out, a net change of -18 holders.
  • The largest Principal Financial Group buyer in Q2 2025 was Bank of America, an estimated $83.2M added.
  • The largest Principal Financial Group seller in Q2 2025 was Capital Research Global Investors, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2025.