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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
Bank of America
1
Bank of America
North Carolina
$983M
2
Amundi
2
Amundi
France
$144M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$138M
4
BlackRock
4
BlackRock
New York
$1.6B
5
Victory Capital Management
5
Victory Capital Management
Texas
$341M

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 %
Impax Asset Management Group
301
Impax Asset Management Group
United Kingdom
$1.07M 13,450 +13,450 New
OIA
302
OneDigital Investment Advisors
Kansas
$1.06M 13,406 -1,238 -8%
DADC
303
D.A. Davidson & Co
Montana
$1.05M 13,238 +10 +0.1%
PA
304
PSI Advisors
Florida
$1.05M 13,190 +2,829 +27%
BMSSC
305
B. Metzler seel. Sohn & Co
Germany
$1.02M 12,786 +1,300 +11%
GIBU
306
Gulf International Bank (UK)
United Kingdom
$1.01M 12,727 – –
SG Americas Securities
307
SG Americas Securities
New York
$977K 12,304 +1,130 +10%
GIM
308
Glenmede Investment Management
Pennsylvania
$956K 12,038 +12,038 New
PS
309
Principal Securities
Iowa
$954K 12,007 +1,623 +16%
NB
310
Norinchukin Bank
Japan
$948K 11,933 +700 +6%
PIA
311
Pinion Investment Advisors
Kansas
$944K 11,882 -11,160 -48%
TFA
312
Transamerica Financial Advisors
Florida
$929K 11,694 -1 -0%
VF
313
Vest Financial
Virginia
$926K 11,659 +2,326 +25%
TAP
314
Tounjian Advisory Partners
Florida
$925K 10,958 -146 -1%
FFA
315
Farther Finance Advisors
California
$918K 11,556 +783 +7%
QCG
316
Quadrant Capital Group
Ohio
$897K 11,294 +4,560 +68%
SDIC
317
South Dakota Investment Council
South Dakota
$883K 11,114 – –
MWM
318
Modern Wealth Management
Kansas
$882K 11,100 +841 +8%
AG
319
Ascent Group
Virginia
$868K 10,926 -580 -5%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$866K 10,900 -400 -4%
EOJOAM
321
E. Ohman J:or Asset Management
Sweden
$866K 10,900 – –
Grantham, Mayo, Van Otterloo & Co (GMO)
322
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$861K 10,839 +10,839 New
CAM
323
Cresset Asset Management
Illinois
$854K 10,749 +540 +5%
SAM
324
Securian Asset Management
Minnesota
$853K 10,743 -300 -3%
Legacy Financial Group (Iowa)
325
Legacy Financial Group (Iowa)
Iowa
$851K 10,713 +241 +2%
11 12
13
14 15