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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 %
HIMCH
301
Hartford Investment Management Co (HIMCO)
Connecticut
$1.09M -$11.3K -134 -1%
GIBU
302
Gulf International Bank (UK)
United Kingdom
$1.07M -$539K -6,389 -33%
SCM
303
Sterling Capital Management
North Carolina
$1.06M -$73.3K -869 -6%
FG
304
Foster Group
Iowa
$1.06M +$1.1K +13 +0.1%
GT
305
Glenmede Trust
Pennsylvania
$1.05M -$8.35K -99 -0.8%
QT
306
Quantbot Technologies
New York
$1.05M -$11.5M -135,880 -92%
QCM
307
QRG Capital Management
Illinois
$1.02M -$480K -5,689 -32%
KAS
308
Kestra Advisory Services
Texas
$989K -$151K -1,784 -13%
OC
309
Oppenheimer & Co
New York
$988K +$164K +1,945 +20%
TFA
310
Transamerica Financial Advisors
Florida
$987K +$706K +8,365 +251%
AG
311
Ascent Group
Virginia
$971K +$50.5K +598 +5%
BMSSC
312
B. Metzler seel. Sohn & Co
Germany
$969K -$841K -9,972 -46%
CIP
313
Convergence Investment Partners
Florida
$957K +$957K +11,343 New
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$953K – – –
HFM
315
Hartford Funds Management
Pennsylvania
$953K +$4.81K +57 +0.5%
NB
316
Norinchukin Bank
Japan
$948K +$128K +1,518 +16%
SG Americas Securities
317
SG Americas Securities
New York
$943K +$943K +11,174 New
SDIC
318
South Dakota Investment Council
South Dakota
$938K – – –
TAP
319
Tounjian Advisory Partners
Florida
$937K +$937K +11,104 New
MGP
320
M&G plc
United Kingdom
$936K – – –
SAM
321
Securian Asset Management
Minnesota
$932K -$16.9K -200 -2%
EOJOAM
322
E. Ohman J:or Asset Management
Sweden
$920K – – –
FFA
323
Farther Finance Advisors
California
$917K +$303K +3,557 +49%
Pacer Advisors
324
Pacer Advisors
Pennsylvania
$903K -$529K -6,271 -37%
AWM
325
Adams Wealth Management
Utah
$902K -$16.5K -196 -2%
11 12
13
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