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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 %
EF
276
Empowered Funds
Pennsylvania
$1.28M +$907K +11,420 +244%
TI
277
Tidal Investments
Wisconsin
$1.25M +$1.59K +20 +0.1%
CIC
278
Cornercap Investment Counsel
Georgia
$1.25M -$31K -390 -2%
MWA
279
Midland Wealth Advisors
Illinois
$1.24M +$7.94K +100 +0.6%
CAU
280
Caxton Associates (UK)
$1.24M +$654K +8,230 +112%
GAM
281
Generali Asset Management
Italy
$1.23M +$1.23M +15,535 New
NRD
282
Nebula Research & Development
New York
$1.22M -$582K -7,329 -32%
HIMCH
283
Hartford Investment Management Co (HIMCO)
Connecticut
$1.22M +$189K +2,378 +18%
Schroder Investment Management Group
284
Schroder Investment Management Group
United Kingdom
$1.21M -$242K -3,041 -17%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$1.21M -$304K -3,829 -20%
SCM
286
Sterling Capital Management
North Carolina
$1.17M +$172K +2,167 +17%
KRS
287
Kentucky Retirement Systems
Kentucky
$1.15M -$75.6K -952 -6%
VIM
288
Vinva Investment Management
Australia
$1.15M +$32.4K +409 +3%
DA
289
Denali Advisors
California
$1.15M +$621K +7,816 +118%
AF
290
Avanza Fonder
Sweden
$1.14M – – –
PI
291
PineBridge Investments
New York
$1.14M -$200K -2,524 -15%
MSU
292
Mizuho Securities USA
New York
$1.13M -$206K -2,588 -15%
MA
293
Montag & Associates
Georgia
$1.12M -$169K -2,127 -13%
CRI
294
Commonwealth Retirement Investments
Virginia
$1.11M +$1.11M +14,015 New
OC
295
Oppenheimer & Co
New York
$1.1M +$166K +2,088 +18%
LAM
296
LECAP Asset Management
United Kingdom
$1.1M -$221K -2,784 -17%
KPWS
297
Kestra Private Wealth Services
Texas
$1.09M +$52.7K +663 +5%
CGH
298
Crossmark Global Holdings
Texas
$1.08M -$39.5K -497 -4%
PA
299
Procyon Advisors
Connecticut
$1.08M +$649K +8,170 +152%
KAS
300
Kestra Advisory Services
Texas
$1.07M +$140K +1,762 +15%
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