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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 %
CIC
276
Cornercap Investment Counsel
Georgia
$1.25M 15,780 -390 -2%
MWA
277
Midland Wealth Advisors
Illinois
$1.24M 15,674 +100 +0.6%
CAU
278
Caxton Associates (UK)
$1.24M 15,581 +8,230 +112%
GAM
279
Generali Asset Management
Italy
$1.23M 15,535 +15,535 New
NRD
280
Nebula Research & Development
New York
$1.22M 15,414 -7,329 -32%
HIMCH
281
Hartford Investment Management Co (HIMCO)
Connecticut
$1.22M 15,306 +2,378 +18%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$1.21M 15,181 -3,829 -20%
SCM
283
Sterling Capital Management
North Carolina
$1.17M 14,783 +2,167 +17%
KRS
284
Kentucky Retirement Systems
Kentucky
$1.15M 14,539 -952 -6%
VIM
285
Vinva Investment Management
Australia
$1.15M 14,534 +409 +3%
DA
286
Denali Advisors
California
$1.15M 14,453 +7,816 +118%
AF
287
Avanza Fonder
Sweden
$1.14M 14,358 – –
PI
288
PineBridge Investments
New York
$1.14M 14,329 -2,524 -15%
MSU
289
Mizuho Securities USA
New York
$1.13M 14,261 -2,588 -15%
MA
290
Montag & Associates
Georgia
$1.12M 14,065 -2,127 -13%
CRI
291
Commonwealth Retirement Investments
Virginia
$1.11M 14,015 +14,015 New
OC
292
Oppenheimer & Co
New York
$1.1M 13,796 +2,088 +18%
LAM
293
LECAP Asset Management
United Kingdom
$1.1M 13,795 -2,784 -17%
KPWS
294
Kestra Private Wealth Services
Texas
$1.09M 13,663 +663 +5%
CGH
295
Crossmark Global Holdings
Texas
$1.08M 13,561 -497 -4%
PA
296
Procyon Advisors
Connecticut
$1.08M 13,542 +8,170 +152%
KAS
297
Kestra Advisory Services
Texas
$1.07M 13,483 +1,762 +15%
Impax Asset Management Group
298
Impax Asset Management Group
United Kingdom
$1.07M 13,450 +13,450 New
OIA
299
OneDigital Investment Advisors
Kansas
$1.06M 13,406 -1,238 -8%
DADC
300
D.A. Davidson & Co
Montana
$1.05M 13,238 +10 +0.1%
10 11
12
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