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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
Victory Capital Management
Texas
$313M
2
Bank of America
Bank of America
North Carolina
$952M
3
Goldman Sachs
Goldman Sachs
New York
$220M
4
State Street
State Street
Massachusetts
$908M
5
AQR Capital Management
AQR Capital Management
Connecticut
$53.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$107M
3
Deutsche Bank
Deutsche Bank
Germany
$84.4M
4
WP
Woodline Partners
California
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
276
Nordea Investment Management
Sweden
$1.42M -$166K -1,985 -10%
CS
277
Candriam SCA
Luxembourg
$1.41M -$562K -6,666 -28%
LAM
278
LECAP Asset Management
United Kingdom
$1.4M -$497K -5,890 -26%
AAF
279
Andra AP-fonden
Sweden
$1.39M +$1.39M +16,500 New
HighTower Advisors
280
HighTower Advisors
Illinois
$1.39M +$170K +2,018 +14%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M +$38.9K +461 +3%
MA
282
Montag & Associates
Georgia
$1.37M – – –
CIC
283
Cornercap Investment Counsel
Georgia
$1.36M -$20.6K -244 -1%
TI
284
Tidal Investments
Wisconsin
$1.33M -$91.5K -1,085 -6%
GCP
285
GSA Capital Partners
United Kingdom
$1.32M +$1.32M +15,633 New
MWA
286
Midland Wealth Advisors
Illinois
$1.31M +$1.31M +15,574 New
KRS
287
Kentucky Retirement Systems
Kentucky
$1.31M +$71.7K +850 +6%
DT
288
Diversified Trust
Tennessee
$1.25M +$1.25M +14,803 New
AF
289
Avanza Fonder
Sweden
$1.24M -$614K -7,119 -33%
OIA
290
OneDigital Investment Advisors
Kansas
$1.24M +$23.1K +274 +2%
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$1.23M -$163K -1,928 -12%
Stifel Financial
292
Stifel Financial
Missouri
$1.23M -$4.47K -53 -0.4%
Jones Financial Companies
293
Jones Financial Companies
Missouri
$1.21M +$284K +3,418 +31%
CGH
294
Crossmark Global Holdings
Texas
$1.19M -$49.8K -590 -4%
VIM
295
Vinva Investment Management
Australia
$1.17M +$524K +6,313 +81%
SC
296
Savant Capital
Illinois
$1.16M +$33.2K +393 +3%
Handelsbanken Fonder
297
Handelsbanken Fonder
Sweden
$1.14M -$385K -4,565 -25%
NIM
298
NEOS Investment Management
Connecticut
$1.14M +$211K +2,504 +23%
DADC
299
D.A. Davidson & Co
Montana
$1.12M -$31K -367 -3%
KPWS
300
Kestra Private Wealth Services
Texas
$1.1M -$116K -1,371 -10%
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