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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
GCA
276
Greenwood Capital Associates
South Carolina
$1.35M -$134K -1,740 -9%
TRSOTSOK
277
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M +$18.7K +243 +1%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$1.3M -$59.9K -780 -5%
Stifel Financial
279
Stifel Financial
Missouri
$1.3M +$133K +1,731 +12%
EF
280
Empowered Funds
Pennsylvania
$1.28M +$877K +11,420 +244%
TI
281
Tidal Investments
Wisconsin
$1.25M +$1.53K +20 +0.1%
CIC
282
Cornercap Investment Counsel
Georgia
$1.25M -$29.9K -390 -2%
MWA
283
Midland Wealth Advisors
Illinois
$1.24M +$7.68K +100 +0.6%
CAU
284
Caxton Associates (UK)
$1.24M +$632K +8,230 +112%
GAM
285
Generali Asset Management
Italy
$1.23M +$1.19M +15,535 New
NRD
286
Nebula Research & Development
New York
$1.22M -$563K -7,329 -32%
HIMCH
287
Hartford Investment Management Co (HIMCO)
Connecticut
$1.22M +$183K +2,378 +18%
Schroder Investment Management Group
288
Schroder Investment Management Group
United Kingdom
$1.21M -$233K -3,041 -17%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$1.21M -$294K -3,829 -20%
SCM
290
Sterling Capital Management
North Carolina
$1.17M +$166K +2,167 +17%
KRS
291
Kentucky Retirement Systems
Kentucky
$1.15M -$73.1K -952 -6%
VIM
292
Vinva Investment Management
Australia
$1.15M +$31.4K +409 +3%
DA
293
Denali Advisors
California
$1.15M +$600K +7,816 +118%
AF
294
Avanza Fonder
Sweden
$1.14M
PI
295
PineBridge Investments
New York
$1.14M -$194K -2,524 -15%
MSU
296
Mizuho Securities USA
New York
$1.13M -$199K -2,588 -15%
MA
297
Montag & Associates
Georgia
$1.12M -$163K -2,127 -13%
CRI
298
Commonwealth Retirement Investments
Virginia
$1.11M +$1.08M +14,015 New
OC
299
Oppenheimer & Co
New York
$1.1M +$160K +2,088 +18%
LAM
300
LECAP Asset Management
United Kingdom
$1.1M -$214K -2,784 -17%

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.